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Mar 06, 22 (Updated: Sep 28, 22)

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1. Kenzahn.com
Guru United States 2 years ago

Zahn Login

https://www.kenzahn.com/Zahn-Login

To access the Student Center for your active course, please login: Forgot My Password. Copyright 2000-2022 by Zahn Associates Inc. | Privacy Statement ...

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Checked At HTTP Status Code Connect Time (ms) Result
2024-07-14 18:16:20 200 374 Page Active
2024-07-04 16:15:07 200 396 Page Active
2024-06-28 04:19:04 200 1773 Page Active
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2. Cameron-downing.com
Critic Sheffield, United Kingdom 2 years ago

By Glenn J. Downing, MBA, CFP

https://www.cameron-downing.com/about-us-glenn-downing

He's taken six cohorts of students through all seven modules of the Ken Zahn certification curriculum. In 2019 he also began teaching the Live Review, ...

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3. Amazon.com
Critic Bandung, Indonesia 2 years ago

The Grove Paperback - Ken Zahn - Amazon.com

https://www.amazon.com/Grove-Ken-Zahn/dp/0979420377

Ken Zahn, a financial planner for over 30 years, continues in the practice of financial planning and teaches financial planning curriculum throughout the ...

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4. Investopedia.com
Informed Cairo, Egypt 2 years ago

The Best CFP Exam Prep Courses - Investopedia

https://www.investopedia.com/best-cfp-exam-prep-courses-5094913

Best Overall : Dalton Education · Best for Live Instruction : Zahn Associates · Best Guarantee : Kaplan Financial/College for Financial Planning · Best for Virtual ...

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5. Schmidtsecurity.com
Organizer St Louis, MO 2 years ago

Ken Zahn, Author at Schmidt Security Pro

https://schmidtsecurity.com/author/ken-zahn/

Connect One Login. Username. Password. Customer Number. Session. 30 Minutes, 90 Minutes, 4 Hours, 8 Hours, 24 Hours, Stay Logged In. Desktop, Mobile.

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6. Reddit.com
Reviewer 2 years ago

Selling Dalton 2019 & Ken Zahn March 2020 books : r/CFP

https://www.reddit.com/r/CFP/comments/fyugof/selling_dalton_2019_ken_z...

I have all the books from the prep courses for Dalton November 2019 and Ken Zahn March 2020. Please let me know if anyone is interested. I am located…

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7. Fishbowlapp.com
Announcer 2 years ago

Thinking about Ken Zahn for CFP review? Better than Dalton?

https://www.fishbowlapp.com/post/thinking-about-ken-zahn-for-cfp-revie...

Took a week-long Ken Zahn course the week before I took it the second time, and passed. Good experience (for me). Like Reply Share. like. 1 reactions 4Y.

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8. Northeastfloridafpa.org
Explainer Warsaw 2 years ago

Kenneth Zahn, CFP® - FPA of Northeast Florida

http://northeastfloridafpa.org/net/frmPeoBio.aspx?id=301

Kenneth Zahn, Inc. ... Kenneth J. Zahn's career as a financial planner spans over thirty years. During this time, he has been involved in fee-based planning as ...

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10. Amebaownd.com
Explainer 1 year ago

Ken Zahn Promo Code | borglistbeltast1983's Ownd

https://hersassist.amebaownd.com/posts/21175402

Ken Zahn Promo Code How To Teach TheKen Zahn Promo Code Professional Level ... CFP Capstone CE Code of Ethics Student Resources Login Instructions Store Tax ...

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11. Swordfish.ai
Announcer Athens, Greece 1 year ago

Ken Zahn's Contact 2022, Email Address, Phone, Social

https://swordfish.ai/d/p/zahn-ken-us310448198

Ken Zahn's 2022 valid contact info. Get Ken's verified email addresses, telephone numbers, social profiles, and more. Find other Ken Zahn's in United ...

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12. Indeed.com
Outspoken 1 year ago

CFP Board of Standards Inc in Washington, DC - Indeed

https://www.indeed.com/certifications/companies/certified-financial-pl...

Ken Zahn. 5.0. 4 reviews · Certified Financial Planner Board of Standards · View more schools offering CFP · View more schools offering CFP ...

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13. Prepbaseballreport.com
Explainer Boston, MA 1 year ago

Ken Zahn - Prep Baseball Report

https://www.prepbaseballreport.com/profiles/NJ/Ken-Zahn-8491067523-589...

Steinert (HS) • NJ 5-9 • 155LBS • R/R Travel Team: Hamilton A's. Rankings. 2016 National. Rankings available to Premium Subscriber. Log In Subscribe to PBR ...

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14. Uga.edu
Disciplined 1 year ago

CERTIFIED FINANCIAL PLANNER - Terry College of Business

https://www.terry.uga.edu/executive/certified-financial-planner

Keir Educational Resources offer review materials and courses. www.keirsuccess.com. ... Zahn intensive review uses a special classroom book designed by Ken Zahn.

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Recent Tweets By michaelkitces

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@MichaelKitces 2022 Highlights -- The Top 22 Nerd's Eye View Blog Posts You Might Have Missed https://t.co/k2qw9NPUHn @bhenrymoreland, @CPAPlanner, @MeghaanL, @derektharp, @behaviorgap #Advicers https://t.co/fJetJrbq27
2022-12-30 12:01:04
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@MichaelKitces @JarahMacfarlane @RikisRamblings Investment advisory fees are Section 212 expenses, but financial planning fees are NOT (especially if it's specifically a fee separate from the investment management fee). Which means financial planning fees from an IRA are a big No-No.
2022-12-30 03:37:19
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@MichaelKitces SECURE Act 2.0: Later RMDs, 529-to-Roth Rollovers, And Other Tax Planning Opportunities https://t.co/ZUqxB2eWUT @CPAPlanner #Advicers https://t.co/0b2VLr62u3
2022-12-30 03:01:04
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@MichaelKitces SECURE Act 2.0: Later RMDs, 529-to-Roth Rollovers, And Other Tax Planning Opportunities - https://t.co/ZUqxB2eWUT @CPAPlanner #Advicers https://t.co/sruRL9iPO9
2022-12-29 10:05:04
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@MichaelKitces Kitces & Carl Ep 102: Reflecting On The Journey Of Building A Career And Business: https://t.co/NPwiMx3n2C @behaviorgap #Advicers https://t.co/aubvkKeAOT
2022-12-29 08:03:02
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@MichaelKitces #FA Success Ep 313: Finding Rollover Opportunities By Specializing In Transitions After Layoffs, With John Stokes - https://t.co/wHQQhcT9PL #Advicers #JobTransitions #Rollovers https://t.co/MQdeXTOtLC
2022-12-29 07:05:02
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@MichaelKitces Getting ready to work on Weekend Reading - what's the best industry (or other?) article you read this week? https://t.co/SPtciXQMla
2022-12-29 07:00:09
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@MichaelKitces IncomeLab Wins 'Best-In-Show' At XYPN AdvisorTech Expo For Its LifeHub One Page Plan Visualization, and more #FinTech news, in The Latest In Financial #AdvisorTech (December 2022) https://t.co/ttRLebNuwi #Advicers https://t.co/nHiJzaFqn4
2022-12-29 05:03:04
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@MichaelKitces SECURE Act 2.0: Later RMDs, 529-to-Roth Rollovers, And Other Tax Planning Opportunities https://t.co/ZUqxB2eWUT @CPAPlanner #Advicers https://t.co/gMNU4CqeVM
2022-12-29 04:05:04
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@MichaelKitces @jasonvanthiel @kevinlum @jasonwenk @HJudeBoudreaux @altruist Which is why, 10 years into the robo-advisor 'movement', most of the robos are gone and advisors just keep making new highs on growth/success/income/revenue every year since robo competitors showed up. Serving different markets with different needs (and having different floors).
2022-12-29 03:44:28
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@MichaelKitces @jasonvanthiel @kevinlum @jasonwenk @HJudeBoudreaux @altruist Floor on service-provider is smallest unit of time in which value can be provided (which for a deep expert, can be as little as 5-10 minutes?). The floor on "what's worth paying a service-provider for, versus self-serving with tech" also matters, but it's a DIFFERENT floor.
2022-12-29 03:43:23
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@MichaelKitces @jasonvanthiel @kevinlum @jasonwenk @HJudeBoudreaux @altruist It's the same distinction in medicine. There are times when I only need to see the doctor for 5-10 minutes, but it IS a doctor visit, not a WebMD visit. Other times I need a doctor for ongoing care of a chronic condition and its dozens of hours (and also not solved by WebMD).
2022-12-29 03:42:22
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@MichaelKitces @jasonvanthiel @kevinlum @jasonwenk @HJudeBoudreaux @altruist Yes and no. There is certainly a set of services that are provided by self-service tech and don't require an advisor at all. But there's still 'stuff you want advice on', for which the floor is very low. Some hourly advisors bill in 5-minute increments! Low floor!
2022-12-29 03:41:19
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@MichaelKitces @kevinlum @jasonwenk @HJudeBoudreaux @altruist In part, that's why I pound the table so hard around advisors learning to market more effectively (niches, specializations, etc.). When you have a steady flow of prospects, and confidence that will continue, you get a LOT more freedom on service models & pricing.
2022-12-29 03:26:18
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@MichaelKitces @kevinlum @jasonwenk @HJudeBoudreaux @altruist If you had a line of hundreds of clients and the only question was "how much does each client need", it would be 'easy' to adapt pricing and scope to every client's need (big or small). But we don't have the line of clients. So pressure is on to make each engagement 'count'.
2022-12-29 03:25:30
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@MichaelKitces @kevinlum @jasonwenk @HJudeBoudreaux @altruist Yes, it's a byproduct of the fact that most advisors really struggle with marketing. If you can only get 6-12 new clients per year, you can't survive doing smaller limited-scope engagements. Every engagement has to be 'big'. So advisors have an incentive to conflate complexity.
2022-12-29 03:24:55
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@MichaelKitces @BillWinterberg @jasonwenk @grzczyk @altruist So end-game to this probably isn't advisors 'scaling up' to huge client/advisor ratios by being so 'productive', it's that the productivity will likely bring down fees & the cost of advice over time (less rev/advisor for the same clients but profits hold b/c margins are better).
2022-12-29 03:24:14
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@MichaelKitces @BillWinterberg @jasonwenk @grzczyk @altruist Which actually suggests that the real outcome over time will be to bring DOWN pricing (reduce fee schedules), b/c at some point competitors will be willing to do the same work for lower (still good) margins & compete on price.
2022-12-29 03:23:08
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@MichaelKitces @BillWinterberg @jasonwenk @grzczyk @altruist It's actually a similar parallel to the tech - 'scalability' (in the form of better tech and/or larger advisor teams) isn't resulting in more clients/advisor. It's resulting in more profits/client by reducing cost/overhead to service.
2022-12-29 03:22:22
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@MichaelKitces @BillWinterberg @jasonwenk @grzczyk @altruist We do see MARGINS improve as teams keep growing - planning work gets delegated to associate advisors and paraplanners at lower comp levels, which improves profitability metrics. But scaling an advisor team (past 3-4) is mostly about expanding margins, not per-advisor capacity.
2022-12-29 03:21:01
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