Sentences with phrase «planning network advisors»

XY Planning Network advisors are also financial - planning focused, meaning all our members offer comprehensive financial planning services for consumers.

The XY Planning Network advisors also cater to a younger clientele.

I suggest you contact a Garrett Planning Network advisor

If you want to hire someone to take a quick look, you can check with a Garrett Planning Network advisor.

Not exact matches

As an advisor with a traditional wealth management firm, Ahluwalia witnessed a burgeoning need, which led him to co-found National Social Security Partners, a national network of advisors that provide outsourced Social Security income - maximization planning to clients of CPAs, law firms and banks.

Michael Kitces, a certified financial planner and a founder of the new XY Planning Network, said the group has struck a deal with Betterment Institutional to bring the latter's technology to its roughly 75 advisors.

Chetney expects much of the demand for the new Morningstar service will come from independent broker - dealers such as LPL, Commonwealth Financial Network and Cambridge Investment Research, which could mandate that their advisors use a third party to assume the fiduciary responsibility for defined contribution plans.

Even closer to home for advisors is the class action lawsuit brought employees of CheckSmart who are charging that CheckSmart and Cetera Advisor Networks, as co-fiduciaries, allowed «grossly excessive» fees in a 401 (k) plan whose investments performed poorly over a period of six years.

Has strong networks for business development and the ability to fill in the gaps in your business plan (for example, helping to build management team, board and advisors in early - stage ventures)

As a member of the Garrett Planning Network, Legacy Planning Advisors, LLC offers Fee - Only financial advice and planning on an hourly as - needePlanning Network, Legacy Planning Advisors, LLC offers Fee - Only financial advice and planning on an hourly as - needePlanning Advisors, LLC offers Fee - Only financial advice and planning on an hourly as - needeplanning on an hourly as - needed basis.

United States About Blog The XY Planning Network is the leading organization of fee - only financial advisors who are focused on working with Generation X and Generation Y clients.

The Trust oversees an international network of expert advisors and Child - to - Child practitioners and works through both local partners in - country and large international organizations such as UNICEF, PLAN, and Save the Children.

Look at the XY Planning Network to find a fee - only advisor to help.

Our partnership with Cetera Advisors Networks LLC provides members access to mutual funds, stocks, bonds, annuities, insurance products and other important tools to properly plan their financial future.

That said, they might consider an hourly fee - only advisor to work with on a one - off basis, such as one in the Garrett Planning Network or some NAPFA advisors.

United States About Blog XY Planning Network is the leading organization of fee - only financial advisors dedicated to serving Gen X and Gen Y clients.

Readers can check out NAPFA and the Garret Planning Network to find these advisors.

Faculty, «Student Loan Intensive: A full - day workshop for financial advisors,» XY Planning Network, San Diego, CA, September 18, 2016

About Site - The XY Planning Network is the leading organization of fee - only financial advisors who are focused on working with Generation X and Generation Y clients.

As agreed upon, the partnership between Sallie Mae and NAIFA will supply NAIFA's network of 40,000 insurance and financial advisors with a plethora of college planning tools supplied by Sallie Mae.

NAIFA's network of advisors spans the country, and the advisors will use Sallie Mae's free college planning tools to assist their clients in making well - researched decisions when it comes to affording college.

XY Planning Network is the leading organization of fee - only financial advisors who specialize in helping members of Gen X and Gen Y.

If you're looking for a financial advisor, consider connecting with the Financial Gym or with a planner form the XY Planning Network.

In July 2016, UBS Financial Services announced plans to become the first full - service wealth manager to offer NextShares through its financial advisor network in early 2017.

United States About Blog The XY Planning Network is the leading organization of fee - only financial advisors who are focused on working with Generation X and Generation Y clients.

When I first started to grow my estate planning practice, it seemed important to network with financial advisors.

You should ONLY consider those options under the careful guidance of an independent, hourly - paid financial advisor from the Garrett Planning Network (See my investing tips for more info).

The insurance company has a wide distribution network of 107 branches spread across India along with 15,000 + financial planning advisors.

United States About Blog The XY Planning Network is the leading organization of fee - only financial advisors who are focused on working with Generation X and Generation Y clients.

United States About Blog XY Planning Network is the leading organization of fee - only financial advisors dedicated to serving Gen X and Gen Y clients.

Professional Duties & Responsibilities Recognized sales team leader who consistently exceeds company sales goals Responsible for more than $ 18 million in annual revenue Developed and implemented strategic business plans to exceed revenue goals Conducted market analysis and competitive intelligence to increase company efficacy Managed, trained, and reviewed sales team offering guidance and best practices Generated significant new business through networking, cold calling, and other tactics Provided excellent customer service resulting in significant repeat business Built strong, long - term relationships with clients, piers, and industry leaders Authored and executed sales presentations for varied products and audiences Represented company and products at industry events Served as a liaison and advisor to senior leadership

Professional Duties & Responsibilities Recognized sales team leader who consistently exceeds company sales goals Responsible for more than $ 18 million in annual revenue Developed and implemented strategic business plans to exceed revenue goals Conducted market analysis and competitive intelligence to increase company efficacy Managed, trained, and reviewed sales team offering guidance and best practices Generated significant new business through networking, cold calling, and other tactics Provided excellent customer service resulting in significant repeat business and referrals Built strong, long - term relationships with clients, piers, and industry leaders Authored and executed sales presentations for varied products and audiences Represented company and products at industry events Served as a liaison and advisor to senior leadership

R.I.C.H. Planning Group, LLC is not owned or operated by AXA Advisors or AXA Network PPG - 91848 (03/14)(exp.03 / 16)

United States About Blog The XY Planning Network is the leading organization of fee - only financial advisors who are focused on working with Generation X and Generation Y clients.