Weekend Reading For Financial Planners (Dec 24-25)
Nerd's Eye View
DECEMBER 23, 2022
A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.
Nerd's Eye View
DECEMBER 23, 2022
A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.
Wealth Management
JUNE 12, 2025
Share some basic information such as trip dates, colleges to visit and what kind of hotel you’d like to stay in, from budget to chain to luxury. To do this, use your favorite personal AI assistant, whether it’s Google Gemini, Chat GPT or something else. And it will suggest food stops. Best part of this? It’s free.
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Nerd's Eye View
OCTOBER 14, 2024
Firms can help them create a strategic plan and offer mentorship to steer them in the right direction as well as the time, budget, and staff support they need to ensure they thrive in their new role. Sales and marketing may not come naturally to them – they've likely never done this before and need clear guidance.
Nerd's Eye View
DECEMBER 6, 2023
Notably, while many financial coaches satisfy the majority of these requirements – they are in the business of offering advice to clients and are compensated as such – they often steer clear of making specific securities recommendations, focusing instead on areas like budgeting, debt management, savings, and retirement planning.
Nerd's Eye View
SEPTEMBER 11, 2023
Given that most advisors probably won't want to outsource the entire plan development process, they can take a methodical approach to identify the tasks that they do not enjoy and/or that take up too much of their time (i.e.,
Nerd's Eye View
DECEMBER 5, 2023
billion of AUM (and is now increasing the firm's marketing budget and hiring a dedicated marketing professional to help further expand his firm's reach).
Nerd's Eye View
OCTOBER 24, 2023
So whether you're interested in learning how Sarah-Catherine utilizes her touchpoints to help her "guided DIY" clients continue to act, how she manages both the hard dollars of budgeting and soft dollars of future ambitions to help clients both live the lives they want today while also ensuring they can enjoy their future, or why she muscled through (..)
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