Nationwide Financial

JUNE 29, 2023

Key Takeaways: To prepare for a layoff, your clients may want to build their emergency savings, continually review their budget and income, and foster relationships in their industry to build up their network. Where your clients feel comfortable tightening their budget will depend on their personal financial goals and values.

Clients 52

Clients Budgeting Retirement Planning Insurance 52

Nationwide Financial

MARCH 18, 2023

Key Takeaways: Saving money for travel—just like saving for other big events—requires discipline and planning, especially if your clients are interested in finding cost-saving deals. Setting goals, creating a budget, and saving automatically can be great ways to budget for a big trip.

Clients 52

Clients Budgeting Transportation Insurance 52

Integrity Financial Planning

NOVEMBER 20, 2023

Our professionals have worked with clients in every stage of retirement, and they can help you design a plan for whatever phase you happen to be in. Source: [link] The post Understanding the Four Phases of Your Retirement Budget Strategy appeared first on Integrity Financial Planning, Inc.

Retirement 52

Retirement Budgeting Medical Distribution 52

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 195

Financial Planner Certification CFP Financial Advice 195

Nerd's Eye View

OCTOBER 4, 2022

What's unique about Ramit, though, is how he literally wrote the book (and subsequently launched an online educational platform and brand) on how consumers can not just learn more about their finances but change their financial behaviors, without focusing on a budget or setting retirement savings goals, and instead helping them focus their money more (..)

Clients 203

Clients Financial Advisor Education Retirement 203

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Throughout your career as a financial advisor, many opportunities may arise for you to take on special needs clients.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

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.

Investing 237

Investing Investments Financial Advising Retirement Planning 237

eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. After that first year, we went a little more niche and focused on different types of clients.

Education 103

Education Financial Planning Clients Planning 103

Harness Wealth

NOVEMBER 27, 2023

Within the accounting profession, Client Accounting Services (CAS) has emerged as a pivotal offering for entrepreneurial CPAs wishing to help their clients with more than just annual tax filings. Table of Contents What are Client Accounting Services (CAS)? What are Client Accounting Services (CAS)?

Accounting 59

Accounting Clients Compliance Taxes 59

Nerd's Eye View

SEPTEMBER 11, 2023

When a financial advisory firm owner first starts their business, much of their time is spent on finding clients that they can serve. But as they (hopefully) onboard more clients and get busier with servicing those clients, they will also find that they eventually start to run short on time.

Financial Planning 201

Financial Planning Planning Recruitment Clients 201

Nerd's Eye View

JANUARY 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission this week authorized 11 Spot Bitcoin Exchange-Traded Funds (ETFs), which could provide financial advisors and their clients with a convenient way to invest in the cryptocurrency without (..)

Financial Planner 198

Financial Planner Financial Advisor Commission Budgeting 198

Nationwide Financial

OCTOBER 18, 2022

As college costs rise, qualified tuition plans, or 529 college savings plans, can be an option for clients to save for their child or grandchild’s (or even their own!) These accounts can help your clients’ beneficiaries save for college and the funds can be used for various expenses relating to K-12 and higher education.

Clients 98

Clients Planning Education Taxes 98

Nationwide Financial

JUNE 8, 2023

Therefore, its vital to utilize an approach to savings with your clients that embraces the reality of inflation. For many clients, it can be difficult to make ends meet during periods of high inflation, let alone save money for retirement. Reducing non-essential spending can also help clients in inflationary times.

Clients 52

Clients Retirement Financial Planning Planning 52

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. Starting Out clients are typically focused on beginning to build wealth.

Financial Planning 95

Financial Planning Clients Planning Education 95

Nerd's Eye View

DECEMBER 5, 2023

billion in assets under management for just over 350 client households. 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). My guest on today's podcast is Jeff Brown. Read More.

Compensation Planning 180

Compensation Planning Planning Financial Advisor Clients 180

Nerd's Eye View

OCTOBER 24, 2023

Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households.

Financial Advisor 182

Financial Advisor Financial Planning Planning Fee Only 182

Nationwide Financial

AUGUST 14, 2022

National Financial Awareness Day is a great time for clients to reflect on their financial practices and plan for a more secure future. Setting goals, making small changes, and talking to you, their trusted advisor, can help clients build confidence in their own financial literacy. Financial Awareness Day. Savings Goals.

Clients 59

Clients Retirement Planning Retirement Budgeting 59

International College of Financial Planning

MAY 9, 2024

This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients. Advancements in Budgeting Tools The rise of robust online budgeting tools represents a significant leap in the technology available for financial planning.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Nerd's Eye View

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. interactive scenario modeling, data management, and visualization), helping them create more meaningful client relationships. Read More.

Planning 212

Planning Financial Planning Financial Advice Clients 212

Twenty Over Ten

DECEMBER 7, 2022

In fact, according to our Twenty Over Ten’s recent digital marketing study of 200+ advisors, advisors getting 11+ more clients per year from digital marketing were most likely… Video marketing has become the most effective and popular digital media strategy.

Digital Media 78

Digital Media Financial Advisor Budgeting Marketing 78

Nerd's Eye View

DECEMBER 23, 2022

From gradually raising the RMD age to 75 to expanding opportunities to make Roth-style contributions, to increasing the annual limit for Qualified Charitable Distributions, this legislation will likely impact nearly all financial planning clients!

Financial Planner 200

Financial Planner Retirement Planning Financial Planning Distribution 200

Nerd's Eye View

JANUARY 27, 2023

Also in industry news this week: Why cash management strategies could become increasingly important parts of an advisor’s value proposition in a higher-interest-rate environment Why improved returns on cash products could be a double-edged sword for some advisory clients following last year’s market volatility From there, we have several (..)

Financial Planner 194

Financial Planner Nonprofit CFP Advertising 194

Sara Grillo

NOVEMBER 13, 2023

Today I’ve got Joanne Giardini-Russell to talk about why transitioning to Medicare is a big deal and how to help your clients avoid the common Medicare mistakes. It makes them look good and helps the clients. Well, not if you make mistakes. We’ll discuss: Why is Medicare even important to talk about? A good referral.

Clients 59

Clients Financial Advisor Healthcare Insurance 59

Abnormal Returns

DECEMBER 11, 2023

rationalreminder.libsyn.com) Brendan Frazier talks client conversations with Ross Marino, founder of Transitus Wealth Partners. thinkadvisor.com) Why financial advisers should budget around the possibility of bonuses. (standarddeviationspod.com) Cameron Passmore and Benjamin Felix talk with James Grubman author of "Wealth 3.0:

Financial Planner 146

Financial Planner Financial Advising Financial Planning Budgeting 146

The Big Picture

OCTOBER 18, 2022

At the beginning of each quarter, I prepare a short but in-depth conference call for RWM clients. For everyone who is not a cash buyer of a house — that is about 75% of the homes sold nationally (and about half in places like Manhattan) — those numbers can be budgeted. This is atypical.

Budgeting 363

Budgeting Economy Taxes Economics 363

Gen Y Planning

FEBRUARY 1, 2022

Most people think of tracking their spending with a budget, but another way to see your cash flow in action is checking out your annual spending report from your credit card company. Before you go slashing your entire spending budget, take a step back and identify a few areas where you feel like you’re spending too much. consistently.

Budgeting 52

Budgeting Planning Retirement Accounting 52

Trade Brains

SEPTEMBER 21, 2023

They have a client base that is in sectors from Aerospace & Defence to Banking, Communications, Consumer Electronics to Healthcare. The post Best Blue Chip Stocks Under Rs 500 – Wealth-Building on a Budget appeared first on Trade Brains.

Budgeting 59

Budgeting Electronics Healthcare Consulting 59

MainStreet Financial Planning

NOVEMBER 8, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 11-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! Mint.com is Shutting Down on Dec.

Budgeting 93

Budgeting Financial Planning CFP Planning 93

Advisor Perspectives

NOVEMBER 27, 2023

I'll share the impact healthcare costs have on financial plans, the critical healthcare information to include (such as medical tax deductions and IRMAA), how to budget for costs in a world of variables, and tangible strategies to implement during open enrollment and beyond to ensure clients are on the optimal coverage.

Planning 75

Planning Healthcare Medical Budgeting 75

Nerd's Eye View

AUGUST 22, 2023

Cary is the Senior Vice President & Director of Women and Wealth Services for Advisor Capital Management, an independent RIA with offices around the country and headquartered in Charlotte, North Carolina, that oversees more than $6 billion in assets under management for 1,700 client families.

Financial Advisor 178

Financial Advisor Media Sales Clients 178

Nationwide Financial

APRIL 7, 2023

Key Takeaways: Before diving into investing, it can be helpful to make sure children understand the basics of money management, including budgeting, saving, and spending. Your clients can include their children in conversations about money by bringing them along to meetings with financial professionals.

Retirement 103

Retirement Clients Education Budgeting 103

Steve Feinberg

OCTOBER 9, 2023

As a web designer, your business relies on a steady cash flow to keep your company afloat and your client services running smoothly. Project-based payments would also mean that your payments often come in big chunks rather than small portions consistently making it difficult to create a stable budget or plan your expenses.

Budgeting 52

Budgeting Advertising Clients Financial Consultant 52

Million Dollar Round Table (MDRT)

MAY 12, 2024

It’s unfortunate that Mr. Prospect, who should be focusing on healing, instead is worried about the burden of health costs on his household budget. Instead, they were thinking of the cost of the medical bills. Fortunately, the prospect could be cured at a cost he could still afford himself.

CFP 78

CFP Medical Insurance Budgeting 78

Abnormal Returns

JUNE 11, 2023

vulture.com) The co-working business is diversifying its client base. caia.org) Policy The era of flush state budgets is coming to an end. (axios.com) Barron's surveys the online brokerage landscape. barrons.com) Companies The streaming business model is broken. axios.com) How the Apple Watch saved the luxury watch industry.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

eMoney Advisor

DECEMBER 21, 2022

Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. It’s also a good choice for clients who are new to financial planning. It’s crucial to work with clients to clearly define goals based on their vision of what they want.

Financial Planning 76

Financial Planning Planning Budgeting Clients 76

Walkner Condon Financial Advisors

APRIL 26, 2024

This post does not cover budgeting; it is assumed that the couple is comfortable with their day-to-day spending and is intended to encourage a broader discussion on financial strategy and goals. It may also reveal any budget-related changes that might be required to fund these goals.

Accounting 103

Accounting Financial Advisor Retirement Budgeting 103

Sara Grillo

MARCH 1, 2024

In this discussion, you’ll learn: -Two distinct approaches to building your team: “Pay to Play” vs. “Budget-Friendly” strategies. I was on LinkedIn for 5 minutes, and I didn’t get any clients. I would tell you it all comes down to your budget. That’s balling on a budget.

Financial Advisor 52

Financial Advisor Budgeting Communication Clients 52