Nerd's Eye View

OCTOBER 29, 2024

Welcome to the 409th episode of the Financial Advisor Success Podcast ! Welcome, everyone! My guest on today's podcast is Travis Hornsby. Read More.

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

Wealth Management

SEPTEMBER 12, 2024

Jason Diamond and Mindy Diamond discuss her new book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their business.

Financial Advisor 264

Financial Advisor 264

Wealth Management

MAY 15, 2025

Altuis Learning's Dave Mullen shares growth strategies honed from his tenure at Merrill, his three bestselling books and his advisor coaching practice.

Financial Advisor 170

Financial Advisor 170

Wealth Management

NOVEMBER 23, 2022

From books on leadership and conflict management to a novel about finance, WealthManagement.com presents the best books of 2022 for financial advisors.

Financial Advisor 262

Financial Advisor Management 262

Indigo Marketing Agency

DECEMBER 11, 2024

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.

Financial Advisor 52

Financial Advisor Communication Media Clients 52

Nerd's Eye View

JANUARY 3, 2025

Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Nerd's Eye View

DECEMBER 31, 2024

Welcome to the 418th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Stacey McKinnon. Stacey is the chief operating officer of Morton Wealth, an RIA based in Calabasas, California, that oversees approximately $3 billion in assets under management for 1,300 client households.

Management 244

Management Financial Advisor Clients Numbers 244

Indigo Marketing Agency

JULY 2, 2025

Mastering the Call to Action for Financial Advisors: Stop Saying “Book a Call” Let’s talk about your call to action for financial advisors. Because “Book a Call” isn’t cutting it. But for many financial advisors, that CTA ends up being a button that says…“Book a Call.”

Financial Advisor 52

Financial Advisor Retirement Planning Planning Media 52

Indigo Marketing Agency

JUNE 18, 2025

The Best Content for Financial Advisors to Attract Clients in 2025 Does your blog feel stale? Here’s content for financial advisors that’s actually working—and how to make it easier. What makes video so effective for financial advisors? Are your videos getting zero engagement?

Financial Advisor 64

Financial Advisor Clients Education Healthcare 64

Indigo Marketing Agency

MARCH 20, 2025

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Thats where financial advisors come in! They need to hear from you.

Communication 69

Communication Financial Advisor Marketing Marketing 69

Nerd's Eye View

JUNE 17, 2025

Welcome to the 442nd episode of the Financial Advisor Success Podcast ! 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 billion in assets under management for 1,800 client households. Read More.

Clients 159

Clients Financial Advisor Assets Financial Services 159

Wealth Management

JUNE 20, 2025

His work has appeared in The New York Times , WealthManagement.com , Financial Planning , RIABiz , InvestmentNews , PC Magazine , numerous blogs and several books, including Technology Tools for Today's High Margin Practice. He has also been a speaker and moderator at numerous industry conferences.

Wealth Management 177

Wealth Management Management Financial Advisor Clients 177

Nerd's Eye View

NOVEMBER 27, 2023

One of the main goals of financial advisors who market themselves is to build a foundation of trust with their prospective clients so that they feel comfortable in discussing often-sensitive financial topics and ultimately acting on the advisor's recommendations.

Distribution 246

Distribution Financial Advice Clients Financial Advisor 246

Nerd's Eye View

JUNE 10, 2025

Welcome to the 441st episode of the Financial Advisor Success Podcast ! Leila is the founder of My RIA Lawyer, a compliance and legal services firm based in Alpharetta, Georgia, that serves RIAs, broker-dealers, and other financial services companies. Welcome everyone! My guest on today's podcast is Leila Shaver. Read More.

Compliance 146

Compliance Financial Advisor Business Planning Financial Services 146

Darrow Wealth Management

FEBRUARY 13, 2025

When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.

Fee Only 54

Fee Only Financial Advisor Certified Financial Planner Financial Planner 54

The Big Picture

MAY 3, 2025

We discuss anticipating and thwarting the bad behavior where investors hurts themselves: “Avoiding bad choices lies at the heart of How Not to Invest , a new book by Barry Ritholtz , the founder and chief investment officer of Ritholtz Wealth Management, a financial planning firm with $5.6 billion in assets under management.

Clients 147

Clients Investing Investments Wealth Advisor 147

Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Explore several ways to get financial advisor leads. Get advice from experts about good tools and methods for lead generation in financial services. It will help you connect with potential clients looking for financial help.

Financial Advisor 52

Financial Advisor Media Clients Financial Services 52

Wealth Management

JULY 3, 2025

Morrison and Ring are joined by Partner and Wealth Advisor Christina Snyder, financial and wealth advisors David Hodnett and Matthew Rodgville, and a six-member operations team. based advisor Brandon Dixon-James has moved his book of business from Osaic to LPL Financial. a suburb of Nashville.

Wealth Management 155

Wealth Management Recruitment Estate Planning Financial Advisor 155

WiserAdvisor

JULY 9, 2025

But there is another group of investors who swear by their financial advisors. They credit their financial stability and success to their guidance. So that naturally brings up some questions – Should you hire a financial advisor or trust your instincts, go solo, and save money?

Financial Advisor 52

Financial Advisor Investing Investments Asset Allocation 52

Abnormal Returns

MAY 26, 2025

Podcasts Paul Krugman talks with Barry Ritholtz about his book "How NOT to Invest." paulkrugman.substack.com) Jess Bost and Mark Newfield talk with Ashley Quamme about her journey to financial advice. podcasts.apple.com) Charles Schwab Charles Schwab ($SCHW) is launching a new program aimed at helping financial advisors go independent.

Financial Planning 182

Financial Planning Financial Advice Financial Advisor Retirement 182

Indigo Marketing Agency

MARCH 17, 2025

How Ivn Mendoza Scored a $5 Million Call With Financial Advisor Marketing Services You might think our niche in financial advisor marketing services has a small audience. But did you know there are more than 241,225 financial advisors currently employed in the United States? And he wasnt disappointed.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Indigo Marketing Agency

MARCH 19, 2025

Best Ad Practices That Work for Marketing Financial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Midstream Marketing

DECEMBER 28, 2024

Key Highlights Are you a financial advisor and a business owner looking to stand out? In this blog, we will look into Guerrilla Marketing, paying special attention to financial advisors. In this blog, we will look into Guerrilla Marketing, paying special attention to financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

MARCH 5, 2025

Seminar Marketing for Financial Advisors Guide to Seminar Marketing for Financial Advisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financial advisor businesses spend a great deal of their marketing efforts promoting and hosting seminars.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Abnormal Returns

MARCH 24, 2025

riabiz.com) Zocks, which is focused on advisor-client meetings, raised a Series A. citywire.com) What would an agentic AI solution look like for a financial advisor? kitces.com) A Q&A with Barry Ritholtz author of the new book "How Not to Invest." (thinkadvisor.com) How AI startup FINNY came to be. timmaurer.com)

Risk Tolerance 147

Risk Tolerance Startup Financial Advisor Retirement 147

Abnormal Returns

JANUARY 15, 2025

humansvsretirement.com) Peter Lazaroff on what you need to know when choosing a financial advisor. theatlantic.com) Five insights from Dana Miranada's new book, "You Dont Need a Budget: Stop Worrying about Debt, Spend without Shame, and Manage Money with Ease."

Retirement 162

Retirement Tax Planning Taxes Budgeting 162

Indigo Marketing Agency

JANUARY 28, 2025

Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Indigo Marketing Agency

MAY 31, 2025

Why Short-Form Financial Advisor Video Marketing Is Fueling Growth Financial advisor video marketing online can feel like an uphill battle. If youre looking for a clear way to rise above the noise, short-form video marketing is a powerful tool thats helping financial advisors attract more clients and grow faster.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Key Highlights Find new ways to get better at being a financial advisor.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Nerd's Eye View

DECEMBER 12, 2023

Welcome back to the 363rd episode of the Financial Advisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households. My guest on today's podcast is Christa Madison.

Fee Only 246

Fee Only Financial Advisor Insurance Financial Guidance 246

Abnormal Returns

JUNE 12, 2024

ritholtz.com) Katie Gatti Tassin talks with Katy Song of Domain Money about how to break up with your financial advisor. humbledollar.com) Books Some books financial advisors recommend including "Same as Ever" by Morgan Housel. Podcasts Barry Ritholtz talks with Larry Swedroe about avoiding distractions.

Asset Allocation 264

Asset Allocation Financial Advisor Estate Planning Retirement 264

Wealth Management

JUNE 20, 2025

The services they offer are great differentiators and help make advisors a go-to resource for navigating the intricacies of retirement income planning (which is very complex), healthcare-cost planning (a too often overlooked major expense), and as an end-of-life services guide (in the case of bQuest).

Wealth Management 137

Wealth Management Management Financial Advisor Estate Planning 137

Nerd's Eye View

APRIL 29, 2025

Welcome to the 435th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Gideon Drucker. Gideon is the CEO of Drucker Wealth, a hybrid advisory firm based in New York City, that oversees approximately $1 billion in assets under management for 800 client households. Read More.

Clients 130

Clients Financial Advisor Planning Assets 130

Nerd's Eye View

APRIL 8, 2025

Welcome to the 432nd episode of the Financial Advisor Success Podcast! Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

Indigo Marketing Agency

JUNE 12, 2025

5 Effective Marketing Strategies for Financial Advisors to Reach and Engage A+ Clients As a financial advisor, you’re not looking to work with just anyone. You want your marketing strategies for financial advisors to connect you with the right clients. A good marketing plan does it every time.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Indigo Marketing Agency

JUNE 26, 2025

Financial Advisor Recording Gear List: Creating Pro-Level Videos From Your Desk DOWNLOAD FULL GEAR LIST HERE Want to make a bigger impact online without hiring a full video crew? Here’s a financial advisor recording gear breakdown for everything you need to get the job done. The best part?

Financial Advisor 52

Financial Advisor Clients Budgeting Estate Planning 52

Nerd's Eye View

OCTOBER 4, 2022

Welcome back to the 301st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ramit Sethi. Read More.

Clients 246

Clients Financial Advisor Education Retirement 246