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Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

2025 has had a tumultuous start for most advisory firms, as tariffs-driven market volatility has increased client anxiety and the amount of required hand-holding, forcing advisory firms to manage their own expenses a bit more closely in the face of greater revenue uncertainty.

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#FASuccess Ep 417: Establishing Your Authority As An Expert By Following A Short Book Formula For Authorship, With Paul G. McManus

Nerd's Eye View

Welcome to the 417th episode of the Financial Advisor Success Podcast ! Paul is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process. My guest on today's podcast is Paul G McManus.

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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

Welcome to the 409th episode of the Financial Advisor Success Podcast ! Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

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Steering Clients Away From Investing Mistakes

The Big Picture

Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. Douglas Boneparth of Bone Fide Wealth, Jennifer Li of EP Wealth Advisors, and yours truly. By John Kimelman Barron’s May 01, 2025 The post Steering Clients Away From Investing Mistakes appeared first on The Big Picture.

Clients 147
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#FASuccess Ep 442: Attracting $100M Per Month Of Like-Minded Clients By Being Vocal About (Divisive) Issues You’re Passionate About, With David Bahnsen

Nerd's Eye View

Welcome to the 442nd episode of the Financial Advisor Success Podcast ! billion in assets under management for 1,800 client households. Welcome everyone! My guest on today's podcast is David Bahnsen. David is the founder of The Bahnsen Group, an RIA based in Newport Beach, California, that oversees approximately $7.5

Clients 162
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How Financial Advisors Get More Booked Calls

Indigo Marketing Agency

How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls.

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The Best Content for Financial Advisors to Attract Clients in 2025

Indigo Marketing Agency

The Best Content for Financial Advisors to Attract Clients in 2025 Does your blog feel stale? That might be why you’re not attracting new clients. Here’s content for financial advisors that’s actually working—and how to make it easier. What makes video so effective for financial advisors?