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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. This means advisors must communicate both their services and values within a very limited – and not always synchronous – span of time. Ultimately, refining an advisor's messaging is an ongoing and iterative process.

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Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

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Weekend Reading For Financial Planners (February 1–2)

Nerd's Eye View

Also in industry news this week: While RIA M&A deal flow hit record levels in 2024 (both in terms of volume and the speed of completing them), firm valuations saw relatively modest gains In its latest annual regulatory oversight report, FINRA joined the SEC in flagging the potential risks to firm and client data from the use of third-party vendors (..)

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Weekend Reading For Financial Planners (November 30–December 1)

Nerd's Eye View

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

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The Blueprint for a Customer-Centric Digital Lending Experience

Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Traub even dives into communication styles, teamwork, and how to best operate along the way.

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Weekend Reading For Financial Planners (April 12–13)

Nerd's Eye View

In addition, Atkins' arrival could also mean the end of the pending RIA outsourcing and custody rules proposed under Gensler, a reduced focus on monitoring advisors' off-channel communications, and a new regulatory framework for digital assets.

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Weekend Reading For Financial Planners (March 22–23)

Nerd's Eye View

Also in industry news this week: While inter-channel advisor moves often make headlines, a recent study from Diamond Consultants found that most advisor transitions occur between firms in the same channel The number of disciplinary cases and restitution orders from FINRA increased in 2024 (the total amount of fines declined) as the self-regulatory (..)

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How to Create an Employer Brand That Attracts the Best Global Talent

This article will answer these critical questions: Why is it important for companies to focus on their brand? What are the most effective ways to communicate your employer brand? How does employer branding help attract and retain top global talent? Which are the most effective employer branding strategies?