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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. They also make up the second biggest client base for financial advisors after baby boomers.

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#FASuccess Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For, With Anjali Jariwala

Nerd's Eye View

Welcome to the 412th episode of the Financial Advisor Success Podcast ! Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. Welcome everyone! Read More.

Clients 244
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The Liability Risk Of Giving Inadvertent Tax Advice (And How To Avoid It)

Nerd's Eye View

In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. While common wisdom suggests that only CPAs, EAs, or attorneys are authorized to give tax advice, this is only strictly true in limited contexts, such as in promoting abusive tax shelters.

Taxes 190
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#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

Nerd's Eye View

Welcome to the 421st episode of the Financial Advisor Success Podcast ! Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. Welcome everyone! My guest on today's podcast is Daniel Friedman.

Taxes 209
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#FASuccess Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years, With Griffin Kirsch

Nerd's Eye View

Welcome to the 443rd episode of the Financial Advisor Success Podcast ! Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households. Welcome everyone! My guest on today's podcast is Griffin Kirsch. Read More.

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Weekend Reading For Financial Planners (November 2–3)

Nerd's Eye View

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Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

But there is another group of investors who swear by their financial advisors. They credit their financial stability and success to their guidance. So that naturally brings up some questions – Should you hire a financial advisor or trust your instincts, go solo, and save money? No problem!