Financial Advisor IQ’s Post

If you take one thing away from this article, we hope it is this: once you have a clear sense of who you are investing for, and what really matters to you, you will have a “financial compass” to simplify and guide your wealth management decisions. #ironpointfinancial #ironpoint #CFP #wealthmanagement https://lnkd.in/gsZXgNfV

"Today, clients want more than just advice on their investments. They want a financial professional who can go beyond managing money to support their peace of mind and fulfillment. Planners who can meet these high expectations and serve the whole breadth of client needs stand to build better, more profitable relationships." ~Compliments of eMoney Advisor #CFP #financialplanningprofessional #financialplanning

This 4th of July, reflect on a prosperous financial future by focusing on thriving advisory services that prioritize client goals, #4thofJuly #CoreCap

Fee-Only CFP® is all about financial clarity! 💼💡 We are: 1️⃣ Paid directly by clients for our services and can't receive other sources of compensation, such as payments from fund providers. 2️⃣ Committed fiduciaries, obligated to put our client's interests first, always. 3️⃣ Flat-fee meaning no products, no guesswork, and no conflicts. We offer complete transparency in every service so you can focus on dreams, not decimals. In a world of financial complexity, we keep it simple and client-centered! 👥💰 #FeeOnlyCFP #FinancialClarity

Relax while your money works hard with Mutual Funds (SIPs). Achieve your financial goals effortlessly. Sit back, relax, and let your investments do the work! Start your SIP journey today! 🌟 #InvestSmar #SmartInvesting #WealthGrowth #MutualFunds #SIP #FinancialFreedom #InvestSmart #MoneyMatters #FinancialGoals #Finclu

Relax while your money works hard with Mutual Funds (SIPs). Achieve your financial goals effortlessly. Sit back, relax, and let your investments do the work! Start your SIP journey today! 🌟 #InvestSmar #SmartInvesting #WealthGrowth #MutualFunds #SIP #FinancialFreedom #InvestSmart #MoneyMatters #FinancialGoals #Finclu

A comprehensive, insightful read.

Once you have a clear sense of who you are investing for, and what really matters to you, you will have a “financial compass” to simplify and guide your wealth management decisions. Read about it in our blog post: https://lnkd.in/gsZXgNfV -- #ironpointfinancial #ironpoint #CFP

Fee for service or AUM One model for advisors is certainly inferior and it's not what you think it is I made an additional 5 figures in revenue last year doing strictly fee for service financial planning Let that sink in to any advisor who only gets paid collecting assets But I also made money from our AUM model There is definitely inferiority in lack of choice MCO Private Wealth There is no best model when you can financial plan with all models Fee for service or AUM Don't force clients into your model Educate and let them choose #CFP #feeforservice #assetsundermanagement

Fee-Only CFP® is all about financial clarity! 💼💡 We are: 1️⃣ Paid directly by clients for our services and can't receive other sources of compensation, such as payments from fund providers. 2️⃣ Committed fiduciaries, obligated to put our client's interests first, always. In a world of financial complexity, we keep it simple and client-centered! 👥💰 #FeeOnlyCFP #FinancialClarity