Nerd's Eye View

MARCH 20, 2023

In part, this is due to the many commission-based advisors whose compensation depends on the sale of insurance or investment products, where the price that a client pays is baked into the price of the product or is included in (often opaque) fees associated with buying, selling, and/or holding the investment.

Communication 245

Communication Planning Financial Planning Fee Only 245

Nerd's Eye View

MAY 28, 2024

billion in assets under management for approximately 4,700 client households. My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Nerd's Eye View

JUNE 4, 2024

Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. My guest on today's podcast is Freeman Linde.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JUNE 4, 2024

Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. My guest on today's podcast is Freeman Linde.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

MAY 28, 2024

billion in assets under management for approximately 4,700 client households. My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.

Financial Planner 243

Financial Planner Management Planning Financial Advisor 243

Nerd's Eye View

FEBRUARY 13, 2024

Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Melody Townsend.

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130