Nerd's Eye View

DECEMBER 20, 2022

In this episode, we talk in-depth about how, as Emily progressed in her career from working on 401(k) plans to focusing on financial planning, she faced challenges and eventual burnout while building a successful financial planning offering in a firm that was still primarily focused on 401(k) plans first and foremost and didn’t want to allocate (..)

Financial Advisor 225

Financial Advisor Financial Planning Planning Financial Planner 225

Nerd's Eye View

OCTOBER 9, 2023

Different strategies have different Client Acquisition Costs (CACs), in terms of both hard-dollar marketing expenses and the cost of the advisor's time spent on the strategy, and an efficient market strategy is one that can effectively attract new clients while minimizing the amount spent to acquire them.

Engineering 176

Engineering Financial Advisor Management Clients 176

Nerd's Eye View

JANUARY 23, 2023

Traditional forms of marketing used by financial advisors – including networking with one’s friends and family members, cold-calling, and paid advertising – have been effective at reaching a ‘typical’ client base of older, wealthy retirees.

Marketing 220

Marketing Marketing Financial Planner Education 220

MazumaBusinessAccounting

JULY 15, 2021

That’s why I wanted to put together these tips to help you stay on top of your finances while growing a successful business. Plan for Current Business Needs. First, let’s talk about the importance of a business plan. How does an idea develop into a fully functioning business? Tax Planning.

Business Planning 105

Business Planning Taxes Planning Retirement 105

Nerd's Eye View

JUNE 7, 2023

Which makes it all the more important for IARs to ensure Form U4 is up to date and that the way they are presenting themselves to current and potential clients in public – including content on their website, advertisements, and social media post – aligns with their (also publicly available) regulatory disclosures!

Compliance 195

Compliance Advertising Media Investing 195

Nerd's Eye View

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

Advertising 195

Advertising Investing Investments Marketing 195

Carson Wealth

JUNE 16, 2023

Brady Marlow, CFP ® , AEP ® ,   CAP ® , CPWA ® , CExP TM , Director, Carson Private Client Wealth Strategy How much is my business worth? The question is fundamental to all business owners. Every business transaction presents a unique mountain to climb. Yet, these credentials alone don’t define expertise.

Valuation 52

Valuation Business Planning Planning Consulting 52

Steve Feinberg

AUGUST 9, 2023

Running any business is a challenging endeavor, but running a small web design business can be especially tough. In addition to creating visually stunning websites for clients, business owners must also manage the financial side of operations. Call us to get started!

Budgeting 52

Budgeting Taxes Accounting Management 52

The Big Picture

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. We’re owned by our clients. We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. What exactly does it do, and what sort of clients and customers are you working with? RAMPULLA: Yeah.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. By the way, there’s a difference between an entrepreneur and a businessman or a business woman. Different risk tolerance and different business plan. They have a dumb business plan.

Banking 141

Banking Economics Economy Business Planning 141

Clever Girl Finance

JULY 13, 2022

This can be one of the best small business ideas for women skilled in an instrument. Advertise locally and have students come to you for lessons in piano, violin, guitar, or whatever your specialty is. Use your art skills and graphic design software to make logos, infographics, advertisements, web banners, and more.

Food 119

Food Advertising Media Clients 119

Clever Girl Finance

JULY 6, 2023

In fact, many small business owners use the internet to advertise their services and connect with their customers. Social media management may involve daily tasks of posting and interacting with clients on Facebook, Instagram, and even Twitter. It’s completely up to you how many clients you take and how often you work!

Clients 84

Clients Media License Advertising 84

The Big Picture

JULY 4, 2023

You go from Goldman Sachs to Harvard Business School to the Boston Consulting Group. What were your early career plans? I know you don’t disclose your clients, but the Wall Street Journal certainly mentioned those. ” I just had this with a client who runs a very large, not multi-manager, but multi-strategy fund.

Management 141

Management Recruitment Numbers Banking 141

Good Financial Cents

APRIL 19, 2023

Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. LINDZON: No, so obviously, I did the business plan, I’m kidding. Whereas eTrade they were spending billions on advertising.

Media 278

Media Investing Investments Valuation 278