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
DECEMBER 12, 2022
Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
JULY 25, 2022
First and foremost, we’re excited to announce that, effective immediately, all of our Nerd’s Eye View blog and recorded webinar CE from 2022 (and all future CE) is now eligible for the new IAR CE requirements. Those who are interested (or have a friend or family member who might be!)
eMoney Advisor
JUNE 6, 2023
This causes many to question whether financial professionals have their best interests in mind and leaves financial planners the task of turning mistrust into understanding and action. You can preview a few of the session’s highlights here or access the full webinar. ” Lusardi, 2019. Stress in America.”
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.
Indigo Marketing Agency
APRIL 5, 2023
Recently, Indigo’s very own Hugo Fernandez was featured in a webinar with Schwab Advisor Services. As CEO of Indigo Marketing Agency and author of The Client Acquisition Blueprint , Hugo has a wide range of knowledge about marketing for financial advisors. If you missed the webinar, be sure to check out Hugo’s top takeaways below!
FMG
FEBRUARY 22, 2023
For that reason, we’ll be taking a look at what marketing tactics financial advisors use, and how it’s worked out for them. Webinars Webinars are a great way to showcase your expertise and what you bring to the table. Additionally, webinars can help expand your network, especially when you decide to co-host them.
Expert insights. Personalized for you.
215 
Let's personalize your content