Pros and Cons of Popular Financial Planning Fee Structures
When shifting to a fee-based or fee-only financial planning model, one of the primary considerations is what fee structure to… Read More
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eBook - Planning with Purpose: Finding Fulfillment and Authenticity Through Financial Planning
READ NOWFinancial Planning
Financial planning is driven by a client’s personal and financial priorities. In this way, each plan is unique. Understanding basic and advanced planning techniques can help you deliver personalized plans to all your clients, regardless of where they are in their financial lifecycle, to help them achieve their most important goals in life.
9 Compliance Considerations When Switching to Fee-only Financial Planning
The financial planning industry has been steadily moving away from commission-based product sales for decades. Charging clients a fee based… Read More
Helping Couples Manage Money in Marriage
My husband and I have differing opinions on insurance. Yes, we’re both multi-cultural and multi-racial. My dad showed me where… Read More
Tax Legislation and Staying Proactive in Your Client’s Tax Strategy
With newly proposed tax legislation looming, helping clients navigate this environment presents a big opportunity for today’s financial professionals. Tax… Read More
Beyond AUM: The Business Opportunities with Alternative Fee-based and Fee-only Financial Planning
The wealth management industry once relied on product commissions to generate revenue, giving away financial plans for free. Over time,… Read More
Understanding the Evolution of Monte Carlo Analysis in Financial Planning
Monte Carlo analysis is a powerful tool for financial planners working to secure a client’s trust in their financial plan. Read More
How to Price Your Financial Planning Services
As the financial advisory industry shifts towards a planning-led business model, the popular AUM-based fee is becoming less applicable. While… Read More
How to Start the College Money Talk
For some clients, college tuition is the second biggest expense of their lives. And whenever an individual or family is… Read More
Elevate Your Financial Planning Strategies
Growing a thriving financial planning practice doesn’t typically happen overnight. Marrying operational efficiency with the constantly shifting needs of clients… Read More
Bridging Generational Wealth with Smart Philanthropy
It’s not always easy to engage family members around the discussion of wealth, especially across multiple generations. This is due… Read More
CE Webinar: Positive Prenuptial Agreements (1 CFP® CE Credit)
Prenuptial agreements are increasing in popularity, but couples still find these agreements difficult to talk about. Join us Thursday, June 2 at 2pm ET to learn how to navigate these agreements with clients.
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