CFP Board Connections Conference 2025: Building relationships with younger clients

Navigating the financial advisory landscape can be challenging, especially for new advisors. This insightful article sheds light on the trust-building journey with clients and the importance of leveraging mentorship. A must-read for anyone in the field! https://ow.ly/G1eW50X1EkI

📊 Did you know that 78% of directors tested in recent QUT research didn’t meet the minimum legal threshold for financial literacy? Understanding financial statements isn’t optional—it’s a core part of a director’s duty of care and diligence. ⚖️ This article explores the risks of low literacy, landmark legal cases, and practical steps directors can take to build competence and confidence. Read more 👉 https://lnkd.in/gAKQGDrX #financialliteracy #boarddirectors #governance #leadership #betterboards #boardwise

🌍 Today is World Financial Planning Day, a day which aims to raise awareness of and highlight the importance financial planning. Recent research by Opinium on behalf of St. James’s Place shows just how valuable financial advice can be: ✅ 3 in 10 people who receive advice feel more confident about their future today than two years ago. ✅ 85% of those taking ongoing advice are on track or ahead with their savings and investment goals. Advice can help people plan, adapt, and stay focused, even when times are uncertain. Capstone Financial Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). #WorldFinancialPlanningDay #FinancialPlanning #RealLifeAdvice SJP Approved 14/10/2025

Transparency builds trust. Kathryn Berkenpas, CFP®, Managing Director of Corporate Growth at CFP Board, spoke with Gregory Iacurci of CNBC about the importance of understanding advisor fees. She shares how investors can ask the right questions to uncover costs and potential conflicts of interest. Learn more: https://lnkd.in/egngpyvY  

Have you ever thought about the similarities between September and your financial planning? #MVTeachMe 🌿 September Spring: The Professional Analogy for Financial Planning In the Southern Hemisphere, September signifies the start of Spring—a powerful metaphor for renewal, growth, and strategic planning. This seasonal shift offers a critical parallel to how we should approach our professional and personal finances. It's not just about an annual "New Year's" resolution; it's about a cyclical, intentional reset. The Similarity: Strategic Foundation-Building Just as nature prepares the soil to ensure a successful harvest, effective financial planning requires a deliberate focus on the foundation and long-term growth strategy. Think of your finances in terms of "Spring Planning": Cultivate Your Assets: Stop waiting for a "perfect" moment. September is the ideal time to re-examine your investment allocations, initiate new savings streams, and ensure your portfolio is diversified to support your long-term goals. Have your financial "seeds" been planted in the right soil? Prune the Overgrowth (Review & Optimize): Clear out the dead wood. This means reviewing unnecessary subscriptions, refinancing high-interest debt, and ensuring your business or personal budget is lean and efficient. Optimization is the key to freeing up resources for high-impact growth. Check Your Trajectory: Spring is a time of accelerated upward movement. Does your current financial plan align with your career trajectory, upcoming business initiatives, or family milestones? Your strategy must be adaptable to the environment you are growing into. Embrace the energy of this new season for a proactive financial check-up. Consistency in reviewing your financial plan is the ultimate professional discipline that ensures long-term wealth and security. What is the one financial discipline you are committing to this Spring? Share your insights below! 👇 Mike van Til Partnering With You In Securing Your Family's Financial Future Think Financial Advice - Think MVT #stayblessed #thankyoulord #noregrets #mvt #educate #september #investinyourself #together #smile #love #spring #dedicated #committed #amazingclients #discussion #family #FinancialPlanning #WealthManagement #InvestmentStrategy #PersonalFinance #CareerGrowth #SeptemberReset #Leadership

In 1977, Richard Dirksen made a pivotal career shift when leaving the audit practice to pioneer personal financial planning at Plante Moran. With the support of Frank Moran and the operating committee, he founded what has become Plante Moran Financial Advisors (PMFA). Learn how PMFA continues to build on this legacy. #RetiredPartner #PMFAFounder https://ow.ly/oZNF50Xc54i

In 1977, Richard Dirksen made a pivotal career shift when leaving the audit practice to pioneer personal financial planning at Plante Moran. With the support of Frank Moran and the operating committee, he founded what has become Plante Moran Financial Advisors (PMFA). Learn how PMFA continues to build on this legacy. #RetiredPartner #PMFAFounder https://ow.ly/GtxP50Xbf99

🗞️👏 Bart Butler, CFP®, CPA has joined Osaic to launch his independent firm, Rightside Financial. Bart and his team previously oversaw more than $400 million in client assets at VALIC Financial Advisors. Bart chose to affiliate with Signature Equity Partners, an Osaic-affiliated office of supervisory jurisdiction (OSJ) led by Scott Ward Armstrong. Based in Columbus, Ohio, Bart has more than 25 years of experience as a CFP® professional (CFP®) and a certified public accountant (CPA). He has a reputation for building deep client relationships and guiding individuals and families through major life transitions with empathy and discipline. Bart launched Rightside Financial to align his values and passion with his practice, and to offer his clients financial performance along with confidence and long-term legacy planning. Partnering with Signature Equity Partners, Bart gains access to Osaic’s flexible technology platform and dedicated advisor support. He and his firm can tap into Osaic’s tech offerings to deliver tailored financial services and streamline operations to dedicate more time to his clients. “Bart’s passionate approach to client service and entrepreneurial drive make him an excellent addition to the Osaic community. We couldn’t be more excited to support him as he launches Rightside Financial and embraces independence.” - Kristen Kimmell, executive vice president of business development #news #wealthmanagement #financialadvisors https://lnkd.in/g6pChma2

In 1977, Richard Dirksen made a pivotal career shift when leaving the audit practice to pioneer personal financial planning at Plante Moran. With the support of Frank Moran and the operating committee, he founded what has become Plante Moran Financial Advisors (PMFA). Learn how PMFA continues to build on this legacy. #RetiredPartner #PMFAFounder https://ow.ly/6oov50XbIi1

Empowering Advisors Means Empowering Clients 🤝 One of the best parts of mentoring young advisors? Seeing how it positively affects client outcomes. By providing guidance, support, and experience, Black Diamond helps advisors reach their full potential—ultimately improving the financial journeys of every client they touch. Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, AEP®, Partner at Black Diamond Financial Solutions, shares how empowering younger advisors leads to more confident and comprehensive client care. 👉 Watch the video to see how young advisors are finding their way! #ClientSuccess #MentorshipMatters #EmpoweringAdvisors