Nerd's Eye View

DECEMBER 20, 2022

Welcome back to the 312th episode of the Financial Advisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. My guest on today's podcast is Emily Rassam.

Financial Advisor 244

Financial Advisor Financial Planning Planning Financial Planner 244

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 242

Marketing Marketing Financial Planner Education 242

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

The Chicago Financial Planner

JANUARY 17, 2022

You’ve undoubtedly heard many of these pitches in person or as advertisements. Properly used, an annuity can be a valuable component of your retirement planning efforts. Check out my freelance financial writing services including my ghostwriting services for financial advisors. What is an annuity?

Retirement 185

Retirement Insurance Financial Planner Taxes 185

Nerd's Eye View

FEBRUARY 14, 2024

The benefit of such an approach is that it would allow insurance companies and brokerage firms to continue acting in a purely sales function, without meeting the additional regulatory burdens of being a fiduciary advisor.

Retirement 129

Retirement Financial Advisor Insurance Sales 129

Indigo Marketing Agency

SEPTEMBER 15, 2023

Personalized 12-Month Content Calendar: Plan for marketing success. Elevate Your Online Visibility Is your firm visible when potential clients search for “financial advisor” or “financial planner” on Google? Welcome Series Emails: Engage and convert new leads. Website Audit: Improve website traffic and conversions.

Marketing 52

Marketing Marketing Financial Advisor Media 52

Inside Information

SEPTEMBER 28, 2021

I n case you missed it, the XY Planning Network—Michael Kitces and Alan Moore—have filed two petitions with the SEC, and they’re far more ambitious in what they’re asking for than anything I’ve seen from our trade or professional organizations. Historical precedent.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Indigo Marketing Agency

JUNE 20, 2023

Google Ads operate on an auction system whereby advertisers compete for the top ad position based on how much they bid and their Quality Scores. For instance, if a firm’s name is Grand Canyon Financial Planning, it’s unlikely their Google Ad would appear in the top spot for consumers searching “Grand Canyon.”

Financial Advisor 52

Financial Advisor Tax Planning Taxes Clients 52

Good Financial Cents

MARCH 29, 2023

Use the NewRetirement Planner to approximate your future taxable income, rates, expense and more. This comprehensive tool puts the power of planning in your own hands.) Lifetime tax prior to performing Roth conversions You have financial losses that can offset tax liability from the conversion. Try modeling it in your own plan.

Taxes 98

Taxes Retirement Distribution Accounting 98

The Big Picture

MAY 7, 2024

And she has really managed to accomplish tremendous things, not just at Microsoft, where she ran MSNs advertising and marketing, not just at Yahoo or Pinterest, but even a small startup like Honey, which she was president and sold pretty quickly to PayPal for $4 billion. San Diego State studying journalism and advertising. It was fun.

Startup 140

Startup Advertising Engineering Numbers 140

The Big Picture

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. How does Vanguard operate and not advertise, not pay shelf space? They’ll do tax planning, right? How did you end up at Vanguard?

Financial Advisor 271

Financial Advisor Clients Taxes Investing 271

Inside Information

APRIL 26, 2023

We all like to know who are the real up-and-comers in our profession, the younger career financial planners who are exhibiting strong professional leadership skills and extraordinary talents. And it turns out that all of the future leaders of the financial planning profession are wirehouse brokers. Wait; what?!?

Financial Planner 40

Financial Planner Financial Planning Planning Financial Advisor 40

Inside Information

OCTOBER 30, 2021

B y now, I’m sure most of you are familiar with the Committee for the Fiduciary Standard—but if not, well, it’s a group of prominent advisors who advocate that anybody who holds out as a financial planner or advisor be held to a strict fiduciary standard. I participate in their discussions, though I’m not formally a member.

CFP 40

CFP Commission Investing Investments 40

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

DECEMBER 28, 2022

The plan was to do an IPO to raise $200 million in new client assets for the funds. RITHOLTZ: I read a crazy statistic somewhere, I don’t recall if it was in the book or elsewhere, in the state of Pennsylvania, the certified financial planners, something like 96% of them in the state work for Vanguard.

Management 174

Management Investing Investments Clients 174

Good Financial Cents

APRIL 19, 2023

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. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. E-Bay Seller 26.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Compliance 150

Compliance Clients Wealth Management Management 150