#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko
Nerd's Eye View
SEPTEMBER 6, 2022
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#FA Success Ep 289: Coming Together As A Partnership To Serve Your Collective Community, With Kamila Elliott
Nerd's Eye View
JULY 12, 2022
In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)
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Book of Secrets on the Month-End Close
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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
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Weekend Reading For Financial Planners (June 8-9)
Nerd's Eye View
JUNE 7, 2024
Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)
Income Tax Planning and 529 Plans
Zoe Financial
MAY 16, 2023
Income Tax Planning and 529 Plans Published May 16th, 2023 Reading Time: 6 minutes Written by: CAPTRUST Zoe Financial Services Partner Income Tax Planning and 529 Plans Published May 16th, 2023 Reading Time: 6 minutes Written by: CAPTRUST Zoe Financial Services Partner The income tax benefits offered by 529 plans make these plans attractive to parents (..)
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One-time and Ongoing Services to Offer Under the Fee-for-Service Model
AdvicePay
JUNE 13, 2024
We encourage fee-based advisors to view these as synonymous processes– because just as regular oil changes and the occasional new part keep a car running smoothly, both one-time and ongoing financial services are integral to securing and optimizing a client's financial health.
The Comprehensive Handbook for Digital Marketing for RIAs
Midstream Marketing
DECEMBER 6, 2024
Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. It is crucial to follow SEC rules because the laws for advertising in financial services are strict. Financial products can be complex as well.
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Enhance Your Reach: Content Marketing for Financial Advisors
Midstream Marketing
NOVEMBER 6, 2024
Trust is very important in the financial services industry. When you provide valuable content that teaches and supports your audience, it shows you care about their financial health. What makes your financial services stand out? Tax Planning: Help clients learn smart tax strategies.
How Certified Financial Planners Can Leverage Digital Platforms?
International College of Financial Planning
OCTOBER 17, 2023
The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. These professionals can deliver superior client services by embracing digital platforms and understanding their potential.
The 5 Pillars of Retirement Planning You Should Be Aware of
WiserAdvisor
MARCH 13, 2024
With proper planning and professional advice, you can enjoy a secure and fulfilling retirement while effectively managing your healthcare costs and ensuring peace of mind for the future. Pillar 3: Tax planning Tax planning is indispensable for optimizing your retirement finances and safeguarding your wealth for the future.
Accelerate Your Career With the CFP® Fast Track Course
International College of Financial Planning
SEPTEMBER 7, 2024
At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.
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Stephany Kirkpatrick, Founder & CEO of Orum, joins the Harness Wealth Board
Harness Wealth
DECEMBER 14, 2022
As an executive at LearnVest, Stephany helped pioneer a new model for the delivery of financial advice. We believe that her ability to identify solutions to complex financial service problems and scale companies to address them will make her an extraordinary partner to Harness and our team.
Advisor Spotlight: Bill & Anastasia Taber
Indigo Marketing Agency
JUNE 28, 2024
In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). Anastasia Taber is a CERTIFIED FINANCIAL PLANNER professional and leads the company’s financial planning services division.
Why a CRM for Financial Advisors is Critical For Growing Your Business
FMG
OCTOBER 6, 2022
Salesforce — From lead and contact management to customizable reports, Salesforce is one of the most powerful tools to help financial advisors find, nurture, and convert leads faster and easier. That’s a lot of financial advice and staff to manage — not to mention a lot of names, anniversaries, and meetings to remember.
How Tax Practices Can Stand Out in the Harness Marketplace to Attract New Tax Clients
Harness Wealth
OCTOBER 8, 2024
The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs. Be specific to attract your ideal tax client: When it comes to what sets your firm apart, be very clear.
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Beware of Impostors: MainStreet Financial Planning, Inc Sets the Record Straight
MainStreet Financial Planning
JANUARY 31, 2024
In the vast world of financial services, it’s crucial to distinguish between legitimate businesses and those seeking to exploit unsuspecting individuals. MainStreet Financial Planning , Inc. We don’t offer any advice or services for debt consolidation.
5 Things To Consider Before Hiring A Wealth Manager
International College of Financial Planning
JUNE 30, 2022
The wealth manager offers advisory services or multiple products, including mortgages, retirement plans, stock options, tax planning, bonds and real estate investment. Advice client on financial services and product . Planning services . Tax planning services .
Financial Advisors Selling to Corporate Executives
Prosperity Coaching
MAY 20, 2022
Financial Advisors Selling to Corporate Executives: Financial services are a diverse field because clients can range from blue-collar workers to high-income earners, all with vastly different needs. Read here: This is my 4th post in The Financial Advisor Ideal Client Blog Post Series: How to attract your ideal clients.
Qualified Small Business Stock (QSBS): Explaining the Gain Exclusion
Darrow Wealth Management
NOVEMBER 5, 2024
professional services, consulting, law, health, financial services, farming, among others). Also note that holding too much non-operating real estate, cash, and/or portfolio assets can disqualify stock from Section 1202 and jeopardize the QSBS tax exemption. Speak with an attorney about tax planning with QSBS and trusts.
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Integrated Diploma in Wealth Management: A Comprehensive Program for Aspiring Wealth Managers
International College of Financial Planning
MARCH 31, 2023
Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.
CFP- All You Need To Know – New Course Structure
International College of Financial Planning
JUNE 10, 2022
CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants. For those looking for a career in the financial services sector, CFP Certification provides a definite edge over other candidates and is widely respected by consumers, professionals & industry. .
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CFP® Certification Course: From Novice to Expert in Holistic Financial Planning
International College of Financial Planning
APRIL 25, 2024
Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.
How CFP® Courses Can Transform Your Approach to Financial Planning
International College of Financial Planning
DECEMBER 29, 2024
This international recognition opens doors to opportunities across borders and enhances professional credibility in the financial services industry.
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Mastering the Art of Financial Planning Marketing: Strategies for Success
Indigo Marketing Agency
JULY 1, 2024
To stand out in the competitive world of financial planning, you need more than just excellent financial services or agency support. To attract and retain clients, mastering the art of financial planning marketing is crucial.
Blog #213: Missed ourMay 2021 Virtual Symposium?
Robert B. Ritter Jr.
SEPTEMBER 8, 2021
first appeared on Bob Ritter's Blog, ideas for financial service professionals. If you are interested, don’t delay — registration is available only […]. The post Blog #213: Missed our May 2021 Virtual Symposium?
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Blog #214:Roth Conversion Magic
Robert B. Ritter Jr.
OCTOBER 30, 2021
It’s an analysis of a Roth Conversion with the income tax paid by a Reverse Mortgage coupled with Indexed Universal Life — all illustrated with Wealthy and Wise®. The post Blog #214: Roth Conversion Magic first appeared on Bob Ritter's Blog, ideas for financial service professionals. Case Study […].
Blog #216: Cost of Waiting(Delay is the Deadliest Form of Denial)
Robert B. Ritter Jr.
DECEMBER 29, 2021
The post Blog #216: Cost of Waiting (Delay is the Deadliest Form of Denial) first appeared on Bob Ritter's Blog, ideas for financial service professionals. That’s when your health may be the best it will ever be, and the benefits are more favorable […].
Blog #218: Attracting andRetaining Key Executives
Robert B. Ritter Jr.
FEBRUARY 28, 2022
What are the benefit plans […]. The post Blog #218: Attracting and Retaining Key Executives first appeared on Bob Ritter's Blog, ideas for financial service professionals. Several non-owner executives can also qualify.
Q&A: How Tax Practices Can Work with Wealth Managers to Grow Client Relationships
Harness Wealth
OCTOBER 16, 2024
Unlike an endowment, taxes really matter. It’s a shift of mindset from the earlier days, when they were building their wealth, and we were more focused on income tax planning. What we often see is people are too late to think about estate taxes. That’s an area where taxes can matter a lot.
Blog #212: InsMark’s Introductionto the Ultimate Professional Coach
Robert B. Ritter Jr.
AUGUST 30, 2021
The post Blog #212: InsMark’s Introduction to the Ultimate Professional Coach first appeared on Bob Ritter's Blog, ideas for financial service professionals. Watch a video regarding InsMark from mega-producer Simon “Stuffy” Singer, Founder of the Center. With the link […].
Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University)
Robert B. Ritter Jr.
MARCH 28, 2022
The post Blog #219: Exceptional Split-Dollar™ (Part 1 of 2) (Including a “Jim Harbaugh” Variation to Recruit a President for a Tax Exempt University) first appeared on Bob Ritter's Blog, ideas for financial service professionals.
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Blog #221: Testing Financial Tolerance™for Zero Estate Tax withLoan-Based Private Split-Dollar and Wealthy and Wise
Robert B. Ritter Jr.
MAY 30, 2022
The post Blog #221: Testing Financial Tolerance™ for Zero Estate Tax with Loan-Based Private Split-Dollar and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.
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Flat fee advisor list by state
Sara Grillo
MARCH 22, 2024
Steven Kampschmidt Home Freedom Found Financial Andy Panko [link] Tenon Financial New Mexico Jose Sanchez [link] Flat fee financial planning for families living with and through Alzheimer’s New York State Laura Rotter www.trueabundanceadvisors.com I am an annual retainer, flat fee advisor.
Blog #220: Testing Financial Tolerance™for Zero Estate TaxUsing InsMark’s Premium Financing and Wealthy and Wise
Robert B. Ritter Jr.
APRIL 30, 2022
The post Blog #220: Testing Financial Tolerance™ for Zero Estate Tax Using InsMark’s Premium Financing and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.
How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting. Tax Planning Effective tax planning can significantly impact your overall financial well-being.
Optimizing Service Expansion for Your Financial Practice
eMoney Advisor
FEBRUARY 16, 2023
The Spectrem Group conducted a study that determined a breakdown of the services investors received, desired, and valued. 2 The chart below depicts those variables as applied to various value-add financial services and provides some insight into ways advisors can expand their service offerings based on what is desired and valued by clients.
How a Solo Tax Advisor Went From $0 to $250K in 12 Months with Harness
Harness Wealth
JUNE 5, 2024
When a new tax client registers for Harness, the platform recommends three tax advisory firms that align with their unique and personal needs, functioning like algorithmic match-making for the financial services industry. Onboarding tax clients with ease “Client onboarding is pretty quick with Harness.
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Does Your Financial Plan Account for Higher Taxes?
WiserAdvisor
OCTOBER 11, 2022
While these can be avoided, there is another cash outflow that can considerably lower your savings and returns and is also hard to avoid – tax. Tax planning is essential. Tax is charged on every penny you earn. 248,300 base tax + 39% on the taxable amount. 345,800 base tax + 40% on the taxable amount.
Unlock Your Dream Job: Short Term Courses with Job Guarantee You Should Consider in the Insurance Planning Industry
International College of Financial Planning
AUGUST 3, 2024
In this blog, we will explore the benefits of pursuing short-term courses in the insurance planning industry and how they can help you unlock your dream job with guaranteed placements. one of India’s leading financial services companies. Why Consider Job-Oriented Courses After 12th? How to Choose the Right Course for You?
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10 Common Retirement Blind Spots You’ll Want to Avoid for a Secure Future
WiserAdvisor
FEBRUARY 19, 2024
Blind Spot 10: Poor tax planning Poor tax planning can be a blind spot in retirement that can have significant repercussions on your lifestyle. Therefore, it is essential to implement strategic tax planning strategies that optimize your tax situation and preserve the value of your retirement savings.
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The Great Unused Resource
Inside Information
JUNE 28, 2022
People my age, who I grew up with in the business, the one-time rebels in the financial services community who bravely, boldly created the planning profession out of a dysfunctional sales culture, have gradually become obstacles to change in their own firms.
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Tax Strategies to Grow Your Wealth
Zoe Financial
APRIL 17, 2023
Implementing these strategies can help reduce tax bills, save more, and achieve financial goals sooner. Besides meeting all the requirements for this date, have you considered the impact of implementing long-term tax strategies on your wealth? Taking steps now can set you up for financial success and security.
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How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting. Tax Planning Effective tax planning can significantly impact your overall financial well-being.
Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently
eMoney Advisor
FEBRUARY 9, 2023
Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.
10 Expenses to Include in Your Retirement Budget
WiserAdvisor
OCTOBER 4, 2022
Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.
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