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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

Financial advisors should take these factors into account to ensure their clients receive the right experience. Comprehensive financial planning over fragmented advice These days, clients want comprehensive financial plans and not isolated solutions to singular problems. These decisions are deeply interconnected.

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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

There’s interesting clients, there’s quite a lot of us partners there. I mean, I was in Zurich, but I was serving a lot of the European clients. But then it’s up to the client to implement it. So Bain does a lot of due diligence for private equity clients. Why don’t you go to Zurich, for example?

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

They sent you out to clients very early on in your career, and you also got people management skills pretty early on. And as a result, I got hired away by one of Anderson’s clients, which was Aetna. It’s, you know, just well-known quality firm, strong results, impressive client roster.

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

And, and if you want more details, there’s a book called To Stop a warlord that Shannon Davis wrote. And so there’s a book that goes into a lot of detail on that, but people think there’s not a way to measure it. Tell us about the mutual funds in ETFs you run on behalf of Bridgeways clients.

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Top 10 Tips for Financial Advisor Marketing Campaigns

Midstream Marketing

Key Highlights We will discuss how to build a strong brand identity and use referrals to attract clients. Learn how to tailor your messages for different clients. They must attract potential clients attention. When they achieve this, they can build solid relationships with potential clients and grow their business.

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Your Feedback Requested – Reader Survey For Nerd’s Eye View (2025)

Nerd's Eye View

The end result of this dynamic is that even when advisory firms are successful and clients are well served, we're constantly on the lookout for what we could be doing differently to serve clients better, and have to remain constantly vigilant to threats from the changing landscape (from volatile markets to the rise of AI).

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#FA Success Ep 358: Accelerating Growth By Asking For Referrals After Celebrating Shared Success With Clients, With Veronica Karas

Nerd's Eye View

Veronica is a Senior Financial Advisor at CAPTRUST and works from the RIA's Lake Success, New York, office, where she oversees $360 million in assets under management for about 200 client households.

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