Nerd's Eye View

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Driving More Client Referrals In The First 100 Days By Crafting An Exceptional Onboarding Experience: #FASuccess Ep 444 With Libby Greiwe

Nerd's Eye View

Welcome everyone! Welcome to the 444th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Libby Greiwe. Libby is the founder of The Efficient Advisor, a financial advisor coaching and consulting business based in Loveland, Ohio, that's focused on helping advisors create systems and processes for themselves so that they can run their businesses in less time and with less stress.

Clients 130
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First Look At The New Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

The first quarter of 2025 brought a significant amount of turmoil for most financial advisory firms, as markets responded with high volatility to newly proposed tariffs – and advisors saw the challenging reality that in volatile markets, revenue dips while service demands from clients rise, as we're called (figuratively or literally) to help clients stay the course through turbulent times.

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Weekend Reading For Financial Planners (June 28–29)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that a recent study finds that while financial advisory firms on the whole have seen strong AUM growth in recent years, strong market performance might be masking organic growth challenges among many firms (though, notably, RIAs have been growing their advisor headcounts and market share, often at the expense of wirehouses and large broker-dealers during this time).

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Kitces & Carl Ep 167: Are Financial Advisors Less Happy When Working With HNW Clients?

Nerd's Eye View

In recent years, financial advice has expanded beyond spreadsheets and technical strategies to consider the behavioral and emotional factors driving clients’ relationships with money. Advisors today often serve not just as technical experts but also as thinking partners – helping clients process their money stories, explore values, and determine what they want their wealth to accomplish.

Clients 130
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Helping Clients Understand When They Have Enough Retirement Savings To “Coast FIRE” (And Keep Working Without Necessarily Contributing More)

Nerd's Eye View

Many financial advisory clients might work for 40 years or more, ideally seeing their income – and capacity to save for retirement – increase over time as they advance in their careers. While many retire in their 60s (or even later), others with sufficient savings and/or guaranteed income sources might seek an earlier retirement, perhaps in their 50s.

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#FASuccess Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years, With Griffin Kirsch

Nerd's Eye View

Welcome everyone! Welcome to the 443rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Griffin Kirsch. Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households. What's unique about Griffin, though, is how he has grown his AUM to $200 million in five years (with a 70% margin in terms of earnings before owner compensation) by providing high-touch planning for busines

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11 Reasons Why People Hire Advisors (And How To Communicate That Value To Prospects)

Nerd's Eye View

Advisors have a relatively brief window of time to communicate their value to prospective clients. Many prospects ask friends and professionals for recommendations, browse a few firm websites, and typically interview only one or two advisors before deciding whom to hire. This means advisors must communicate both their services and values within a very limited – and not always synchronous – span of time.