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Michael Kitces is an American financial planner, commentator, speaker, blogger, and educator.He frequently contributes to industry publications, [1] publishes a blog and newsletter for advisors, [2] is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network (4 times on the Inc. 5000 list at #168 [2018], #553 [2019], #1130 [2020], and #1179 ...
Creating a financial advisor business plan can help you map out a clear strategy for reaching your goals. Proper planning is essential, whether you're establishing a new advisory firm or ...
A woman walks by the headquarters of Davy, Ireland's largest stockbroker, wealth manager, asset manager, and financial adviser, on March 8, 2021, in Dublin, Ireland.
A financial advisor for business owners can help you pick a plan that’s suited for your company’s size and structure. “We’re also able to illustrate the benefits of the retirement plan to ...
The post Example of an Effective Financial Advisor Marketing Plan appeared first on SmartReads by SmartAsset. Whether you have a new advisory firm or an established one, you need a marketing plan. ...
In addition to developing standards for financial advisors and enforcing those standards, NAPFA engages in a variety of free consumer education programs. These are designed to teach consumers how to manage their financial affairs, as well as to identify when they might need the assistance and support of a fee-only financial advisor.