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Nerd's Eye View
DECEMBER 11, 2023
For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.
Nerd's Eye View
JANUARY 16, 2024
Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman.
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Nerd's Eye View
JULY 25, 2022
2022 was a year that began with high hopes as households were slowly re-emerging from pandemic shutdowns, markets were reaching new highs, and most advisory firms had growing momentum. This year’s Summit will be held on Thursday, December 8 th – Save the date! can check out our Career Opportunities page for more!
Sara Grillo
JANUARY 8, 2024
While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. For those of you who are new to my blog, my name is Sara. Repeatable?
Nerd's Eye View
FEBRUARY 26, 2024
In the early days of the financial advice industry, an advisor's options for generating new business were somewhat limited. From there, advicers can determine if the activity is actually having any effect by measuring the number of Prospect Inquiries, or how many people reach out to learn more about what the advicer offers.
Abnormal Returns
OCTOBER 23, 2023
(riabiz.com) AI Is AI an existential threat to the business of financial advice? advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. kitces.com) The SEC's examination priorities for 2024 include the marketing rule and alternative assets. riabiz.com) The upside of pro bono financial planning.
International College of Financial Planning
APRIL 25, 2024
Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice. They also consider liabilities, like mortgages and student loans.
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