Financial Advisor Income Statement and Balance Sheet: Template Download
Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet.
April 11, 2023
Category: Practice Management
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Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)
As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial
January 9, 2023
Should you cancel your CFP designation? (heated debate!)
A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not.
September 12, 2022
What does a financial advisor do? (day in the life of a financial advisor)
This isn’t some made up crap because I want to sell on something. Here are real accounts of what a day in the life of
July 8, 2022
What’s it like being an Edward Jones financial advisor?
If you are thinking about becoming an Edward Jones financial advisor, STOP and read this blog ASAP! This is the true story of Nathan Penha,
June 20, 2022
Advice-only financial planners are stealing the show!
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is –
May 23, 2022
Don’t poison your clients’ portfolios with Direct Indexing!
Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as
May 9, 2022
Here are some examples of things Ethical Financial Advisors do
I’m tired of these nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. I feel that to proclaim that somebody
April 21, 2022
Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA
The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support,
April 11, 2022
Here’s why flat fee financial advisors are about to take your clients…
Be scared, because flat fee financial advisors are about to steal your clients. And if you don’t believe me, listen to this podcast. Even if you have
March 14, 2022
