The Big Picture
DECEMBER 7, 2022
But I never want to lose touch with how Main Street feels about market activity, especially during periods of sell-offs and higher volatility. I recall a vacation during late February 2020, as the market was starting to price in the pandemic. How does all of this “free financial advice” impact your collective psyche?
Nerd's Eye View
DECEMBER 26, 2022
As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). navigate a volatile market environment (in both stocks and bonds – oof!)
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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.
Sara Grillo
MARCH 8, 2024
Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. The biggest mistake advisors make in their marketing (hint: it involves a “dumpster fire”). ? ?How Not so fast! ?
Nerd's Eye View
DECEMBER 12, 2022
Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Read More.
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
DECEMBER 25, 2023
(riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. investmentnews.com) Startup Arch wants to build a better private capital markets workflow. wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice. riabiz.com) When should you hire?
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