Assets, Business Planning and Planning - Financial Advisor Source

Identifying Your Own “Soft Assets” To Turn COIs Into Powerful Referral Champions

Nerd's Eye View

MARCH 18, 2024

And the financial advisor who can find an overlap between their soft assets and the interests of a COI they'd like to connect with is much more likely to be successful in their outreach efforts. Often, sharing a connection through soft assets can be more valuable than the professional services of the COI – at least at first.

Assets

Assets Media Financial Advisor Professional Services

#FA Success Ep 336: Showing Prospects An (Asset) Map To Generate More Advice Engagement, With H. Adam Holt

Nerd's Eye View

JUNE 6, 2023

Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 Welcome back to the 336th episode of the Financial Advisor Success Podcast ! million users.

Assets

Assets Financial Advisor Financial Planning Insurance

DoL’s Retirement Security Rule & PTE 2020-02 Amendment: What Advisers Need to Know Now About Giving Rollover Advice After Sept 23, 2024

Nerd's Eye View

MAY 15, 2024

In practice, the DoL's Final Rule means that financial advisers who advise clients about rolling over assets from an employee retirement account like a 401(k) plan into an IRA are now subject to ERISA fiduciary obligations.

Retirement

Retirement Commission Financial Advising Banking

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

MORE WEBINARS

How Listing Fees On Advisory Firm Websites Can Clearly Communicate The Cost (And Value) Of Planning

Nerd's Eye View

MARCH 20, 2023

But even as fee-only financial planning has gained in popularity and advisory firm websites have become ubiquitous, it can still sometimes be hard for prospective clients to determine how much they would pay for advice before actually reaching out to the firm. the complexity of the prospect’s financial situation).

Communication

Communication Planning Financial Planning Fee Only

#FA Success Ep 385: Unblocking Clients That Won’t Implement With A Journey Of Financial Health, With Danielle Howard

Nerd's Eye View

MAY 14, 2024

Danielle is the owner of Wealth By Design, a hybrid advisory firm based in Glenwood Springs, Colorado, that oversees about $35 million in assets under advisement for 35 client households.

Clients

Clients Financial Planning Financial Advisor Planning

#FA Success Ep 362: Developing Associate Advisor Compensation Plans And Career Tracks To Scale Capacity Past $1.5B AUM, With Jeff Brown

Nerd's Eye View

DECEMBER 5, 2023

billion in assets under management for just over 350 client households. Jeff is the President of Stratos Private Wealth, an RIA based in San Diego, California, that oversees almost $1.5 billion of AUM (and is now increasing the firm's marketing budget and hiring a dedicated marketing professional to help further expand his firm's reach).

Compensation Planning

Compensation Planning Planning Financial Advisor Clients

#FA Success Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker, With Brad Arends

Nerd's Eye View

OCTOBER 17, 2023

Brad is the Co-Founder & CEO of Intellicents, an independent RIA with 12 offices across the country and headquartered in Albert Lea, Minnesota, that oversees $6 billion in assets under management for more than 3,000 client households.

Financial Planning

Financial Planning Planning Wealth Management Retirement Planning

#FA Success Ep 332: Transitioning From (A Father’s) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor, With Liz Hand

Nerd's Eye View

MAY 9, 2023

Liz is the co-owner of Pleasant Wealth, a hybrid advisory firm based in Canton, Ohio that oversees $146 million in assets under management for 522 client households.

Commission

Commission Planning Financial Advisor Financial Planning

#FA Success Ep 295: Systematizing A Planning Process To Maximize The Return On Life For Clients, With Shari Greco Reiches

Nerd's Eye View

AUGUST 23, 2022

Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.

Clients

Clients Planning Financial Advisor Financial Planning

#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

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

Financial Planner Management Planning Financial Advisor

#FA Success Ep 295: Systematizing A Planning Process To Maximize The Return On Life For Clients, With Shari Greco Reiches

Nerd's Eye View

AUGUST 23, 2022

Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.

Clients

Clients Planning Financial Advisor Financial Planning

From Unprofitable To $115M AUM: Reinventing A 2nd Generation Advisory Business By Finding The Right Niche

Nerd's Eye View

JULY 10, 2023

As owners of financial planning firms approach retirement, some may decide to sell to an external buyer, while others may plan for an internal succession. Sometimes, this succession plan can include the owner's child, providing an opportunity to keep the business in the family.

Financial Planning

Financial Planning Retirement Planning Clients

#FA Success Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years, With Troy Sharpe

Nerd's Eye View

APRIL 30, 2024

Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households. My guest on today's podcast is Troy Sharpe.

Financial Advisor

Financial Advisor Clients Retirement Planning

#FA Success Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack, With Jon Henderson

Nerd's Eye View

OCTOBER 31, 2023

Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households. My guest on today's podcast is Jon Henderson.

Financial Advisor

Financial Advisor Estate Planning Clients Education

#FA Success 303: Pivoting From ‘Robo’ Investment Management To Financial Planning In South Africa, With Louis van der Merwe

Nerd's Eye View

OCTOBER 18, 2022

equivalent of nearly $60 million in assets under management for 115 client households. My guest on today's podcast is Louis van der Merwe. Louis is the Director of WealthUp, an independent advice practice based in Cape Town, South Africa, that oversees the U.S.

Financial Planning

Financial Planning Planning Management Investing

The Latest In Financial #AdvisorTech (February 2024)

Nerd's Eye View

FEBRUARY 5, 2024

This month's edition kicks off with the news that financial planning software platform RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients – which on the one hand capitalizes on advisor demand for workflow solutions tailored (..)

Estate Planning

Estate Planning Financial Planning Planning Wealth Management

The Latest In Financial #AdvisorTech (January 2024)

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Retirement Planning

Retirement Planning Compliance Startup Clients

Kitces & Carl Ep 105: When A Prospect Doesn’t Meet Your Minimum: Navigating The Awkwardness Gracefully

Nerd's Eye View

FEBRUARY 9, 2023

For many financial advisors, setting asset minimums helps ensure that their firm can generate enough revenue to maintain business costs and compensate the advisor appropriately. A simple way for advisors to educate prospects about asset minimums is to include the information on their firm’s website.

Financial Advisor

Financial Advisor Communication Assets Financial Planning

#FA Success Ep 353: Driving Growth By Setting A Clear Vision Of What You Do Best In Your Business(es), With Brett Danko

Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

Certified Financial Planner

Certified Financial Planner CFP Education Financial Advisor

#FA Success Ep 367: When Being In Business With Your Spouse Doesn’t Work Out And You Have To Start Over, With Kimberly Enders

Nerd's Eye View

JANUARY 9, 2024

Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households.

Financial Advisor

Financial Advisor Financial Planner Clients Food

The Latest In Financial #AdvisorTech (December 2023)

Nerd's Eye View

DECEMBER 4, 2023

Envestnet has announced a partnership with Empower to offer a turnkey 401(k) plan management solution for advisors with small business owner clients – but it isn't clear whether making 401(k) plan management 'easier' will actually convince more advisors to manage 401(k) plans, given how advisors have largely been averse to 401(k) plan management (..)

Financial Advisor

Financial Advisor Clients Planning Distribution

#FA Success Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family, With Suzanne Powell

Nerd's Eye View

NOVEMBER 21, 2023

Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. My guest on today's podcast is Suzanne Powell.

Clients

Clients Financial Advisor Wealth Management CFP

#FA Success Ep 352: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation, With Bridget Venus Grimes

Nerd's Eye View

SEPTEMBER 26, 2023

Bridget is the President of WealthChoice, a virtual independent RIA that oversees nearly $80 million in assets under management for 68 client families, and Co-Founder of Equita Financial Network, an advisor platform that helps advisors plug in and share resources. Welcome back to the 352nd episode of the Financial Advisor Success Podcast !

Financial Planning

Financial Planning Financial Advisor Clients Planning

#FA Success Ep 289: Coming Together As A Partnership To Serve Your Collective Community, With Kamila Elliott

Nerd's Eye View

JULY 12, 2022

Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households. My guest on today's podcast is Kamila Elliott.

Financial Advisor

Financial Advisor CFP Clients Financial Planning

The Latest In Financial #AdvisorTech (March 2023)

Nerd's Eye View

MARCH 6, 2023

Which at best will still be a substantial uphill battle, given the hassle of switching from one financial planning platform to another (and the fact that most advisors are generally satisfied with their current financial planning software in the first place!).

Compliance

Compliance Financial Planning Planning Financial Advisor

#FA Success Ep 335: Systematizing Succession And New Partner Transitions In A $1.5B Ensemble Enterprise, With Timothy Wyman

Nerd's Eye View

MAY 30, 2023

Tim is a Managing Partner for the Center for Financial Planning, a hybrid advisory firm based in Southfield, Michigan, that oversees $1.5 billion in assets under management for 1,000 client households. Welcome back to the 335th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Tim Wyman.

Financial Advisor

Financial Advisor Financial Planning Clients Planning

Succession and Retirement Planning for Entrepreneurs

Ballast Advisors

APRIL 13, 2023

Making the transition from taking care of your business to having the business take care of you in retirement is the purpose of succession planning. A good plan helps ensure the orderly transfer of a business to the next generation while providing you with retirement income or a nest egg to secure your future.

Retirement Planning

Retirement Planning Retirement Planning Taxes

The Latest In Financial #AdvisorTech (October 2022)

Nerd's Eye View

OCTOBER 3, 2022

Morgan Stanley rolls out a held-away account aggregation feature for its 401(k) plan advisors to provide more holistic advice within the plan to participants (before they ever have a chance to roll over to an independent advisor in the future!?).

Commission

Commission Financial Planning Ethics Planning

#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

Nerd's Eye View

MARCH 5, 2024

Rob is the Senior Partner of NWF Advisory, a hybrid firm based in Los Angeles, California, where he oversees nearly $500M in assets under management for 200 client households. Welcome back to the 375th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rob Schultz.

Clients

Clients Financial Advisor Medicine Financial Planner

The Latest In Financial #AdvisorTech (August 2023)

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning

Estate Planning Wealth Management Financial Advisor Planning

#FA Success Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort, With Emily Rassam

Nerd's Eye View

DECEMBER 20, 2022

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

Financial Advisor Financial Planning Planning Financial Planner

Learning Experiences Advisor Firm Owners Wished They Knew Before Merging Or Selling

Nerd's Eye View

JUNE 26, 2023

Firms seeking acquisitions may talk up their values prior to the sale, but the reality is that at a firm that is rapidly acquiring other businesses – particularly when funded by private equity ownership – the focus is often on the growth of assets and profitability, no matter what the core values are purported to be.

Compliance

Compliance Sales Planning Media

Weekend Reading For Financial Planners (Dec 17-18)

Nerd's Eye View

DECEMBER 16, 2022

A recent survey suggests that Americans who use a financial advisor are less stressed than those who do not, but that the perceived price of advice is a deterrent to many (even those with significant assets). How advisors can benefit from reviewing their list of clients and letting go those who are no longer good fits for the firm.

Financial Planner

Financial Planner CFP Financial Advisor Retirement Planning

When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status

Nerd's Eye View

DECEMBER 6, 2023

Notably, while many financial coaches satisfy the majority of these requirements – they are in the business of offering advice to clients and are compensated as such – they often steer clear of making specific securities recommendations, focusing instead on areas like budgeting, debt management, savings, and retirement planning.

Investing

Investing Investments Financial Advising Retirement Planning

#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko

Nerd's Eye View

SEPTEMBER 6, 2022

Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. Welcome back to the 297th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andy Panko. Read More.

Tax Planning

Tax Planning Financial Advisor Financial Planner Retirement

#FA Success Ep 371: Pairing Equity Appreciation Rights With Partnership Equity To Retain Long-Term Advisor Talent, With David Savir

Nerd's Eye View

FEBRUARY 6, 2024

billion in assets under advisement for 50 client households. David is the Co-Founder and CEO of Element Pointe Family Office, a Fee-Only RIA based in Miami, Florida that oversees almost $1.6

Financial Advisor

Financial Advisor Clients Fee Only Planning

#FA Success Ep 290: Serving Neurodivergent Clients As A Financial Advisor With Autism, With Andrew Komarow

Nerd's Eye View

JULY 19, 2022

Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. Welcome back to the 290th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andrew Komarow.

Financial Advisor

Financial Advisor Clients Financial Planning Insurance

#FA Success Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time, With Meg Bartelt

Nerd's Eye View

MAY 23, 2023

Meg is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households. Welcome back to the 334th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Meg Bartelt.

Clients

Clients Financial Advisor Financial Planner Financial Planning

The Latest In Financial #AdvisorTech (May 2023)

Nerd's Eye View

MAY 1, 2023

GeoWealth has acquired its fellow TAMP First Ascent Asset Management, marrying GeoWealth’s tech-forward, open-architecture investment management platform with First Ascent’s 'concierge'-style investment and service-oriented solution (and its flat-fee TAMP business model).

Taxes

Taxes Retirement Planning Advertising Retirement

#FA Success Ep 374: Turning Your Marketing Loss Leader Into A Positive Revenue Diversifier By Getting Clear About The Value, With Dianne Nolin

Nerd's Eye View

FEBRUARY 27, 2024

Dianne is the Managing Partner of Argent Bridge Advisors, a hybrid advisory firm based in Vienna, Virginia, that oversees $500 million in assets under management for 350 client households.

Financial Advisor

Financial Advisor Clients Communication Financial Planning

#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran

Nerd's Eye View

NOVEMBER 29, 2022

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

Estate Planning

Estate Planning Financial Advisor Financial Services Clients

The Latest In Financial #AdvisorTech (September 2023)

Nerd's Eye View

SEPTEMBER 4, 2023

Onramp Invest, the platform that aimed to solve the challenges of cryptocurrency investing for financial advisors, was acquired by Securitize, a platform specializing in blockchain-based tokenization of private market investments, suggesting that advisors' interest in recommending digital assets for their clients – already limited during previous (..)

Startup

Startup Financial Advisor Clients Financial Planning

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Wealth Management

Wealth Management Management Risk Tolerance Retirement Planning

#FA Success Ep 365: Scaling Expanded Advice Services To 100+ Team Members In A $5B AUM Enterprise, With Rob Nelson

Nerd's Eye View

DECEMBER 26, 2023

Rob is the CEO and Founder of NorthRock Partners, an RIA based in Minneapolis, Minnesota, that oversees $5 billion in assets under management for 1,500 client households. Welcome to the 365th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rob Nelson.

Financial Advisor

Financial Advisor Clients Assets Insurance

Identifying Your Own “Soft Assets” To Turn COIs Into Powerful Referral Champions

#FA Success Ep 336: Showing Prospects An (Asset) Map To Generate More Advice Engagement, With H. Adam Holt

Webinars

Trending Sources

DoL’s Retirement Security Rule & PTE 2020-02 Amendment: What Advisers Need to Know Now About Giving Rollover Advice After Sept 23, 2024

Webinars

How Listing Fees On Advisory Firm Websites Can Clearly Communicate The Cost (And Value) Of Planning

#FA Success Ep 385: Unblocking Clients That Won’t Implement With A Journey Of Financial Health, With Danielle Howard

#FA Success Ep 362: Developing Associate Advisor Compensation Plans And Career Tracks To Scale Capacity Past $1.5B AUM, With Jeff Brown

#FA Success Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker, With Brad Arends

#FA Success Ep 332: Transitioning From (A Father’s) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor, With Liz Hand

#FA Success Ep 295: Systematizing A Planning Process To Maximize The Return On Life For Clients, With Shari Greco Reiches

#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

#FA Success Ep 295: Systematizing A Planning Process To Maximize The Return On Life For Clients, With Shari Greco Reiches

From Unprofitable To $115M AUM: Reinventing A 2nd Generation Advisory Business By Finding The Right Niche

#FA Success Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years, With Troy Sharpe

#FA Success Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack, With Jon Henderson

#FA Success 303: Pivoting From ‘Robo’ Investment Management To Financial Planning In South Africa, With Louis van der Merwe

The Latest In Financial #AdvisorTech (February 2024)

The Latest In Financial #AdvisorTech (January 2024)

Kitces & Carl Ep 105: When A Prospect Doesn’t Meet Your Minimum: Navigating The Awkwardness Gracefully

#FA Success Ep 353: Driving Growth By Setting A Clear Vision Of What You Do Best In Your Business(es), With Brett Danko

#FA Success Ep 367: When Being In Business With Your Spouse Doesn’t Work Out And You Have To Start Over, With Kimberly Enders

The Latest In Financial #AdvisorTech (December 2023)

#FA Success Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family, With Suzanne Powell

#FA Success Ep 352: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation, With Bridget Venus Grimes

#FA Success Ep 289: Coming Together As A Partnership To Serve Your Collective Community, With Kamila Elliott

The Latest In Financial #AdvisorTech (March 2023)

#FA Success Ep 335: Systematizing Succession And New Partner Transitions In A $1.5B Ensemble Enterprise, With Timothy Wyman

Succession and Retirement Planning for Entrepreneurs

The Latest In Financial #AdvisorTech (October 2022)

#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

The Latest In Financial #AdvisorTech (August 2023)

#FA Success Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort, With Emily Rassam

Learning Experiences Advisor Firm Owners Wished They Knew Before Merging Or Selling

Weekend Reading For Financial Planners (Dec 17-18)

When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status

#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko

#FA Success Ep 371: Pairing Equity Appreciation Rights With Partnership Equity To Retain Long-Term Advisor Talent, With David Savir

#FA Success Ep 290: Serving Neurodivergent Clients As A Financial Advisor With Autism, With Andrew Komarow

#FA Success Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time, With Meg Bartelt

The Latest In Financial #AdvisorTech (May 2023)

#FA Success Ep 374: Turning Your Marketing Loss Leader Into A Positive Revenue Diversifier By Getting Clear About The Value, With Dianne Nolin

#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran

The Latest In Financial #AdvisorTech (September 2023)

How to Choose the Right Wealth Management Firm in Kansas City

#FA Success Ep 365: Scaling Expanded Advice Services To 100+ Team Members In A $5B AUM Enterprise, With Rob Nelson

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