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Kitces & Carl Ep 159: When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor

Nerd's Eye View

New financial advisors often start with below-market fees – sometimes to build confidence that prospects will actually pay, other times to attract clients quickly and establish a base. And while new clients often come in at higher fees, early clients may still be paying well below the firm's current rates.

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Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development

Nerd's Eye View

While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. Even for advisors with a CFP certification or other credentials, honing these skills and the confidence to use them in real-time client interactions requires additional practice. Read More.

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Financial Advisor Marketing to Millennials: Reach Success

Midstream Marketing

Key Highlights Millennials can benefit a lot from getting financial advice. You should change your marketing approach to meet the specific financial needs and interests of millennials. Listen to their concerns and adjust your financial advice to align with their goals. Right now, few of them use advisors regularly.

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The Comprehensive Handbook for Digital Marketing for RIAs

Midstream Marketing

Explore how to reach potential clients by using educational content and CRM systems. It helps them connect with clients and grow their business. You will find tips to improve your online presence, attract more clients, and create successful campaigns. Clients now want financial advice online.

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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. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. For example, a clients investment choices should align closely with their tax strategy, too.

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Advertising for Financial Advisors: Strategies for Success

Midstream Marketing

It helps you attract new clients and expand your business. This guide offers helpful tips to create a good advertising plan in the financial services area. You will learn how to find your ideal client and create content that engages them. A good online presence helps them find new clients and grow their business.

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Social Media Marketing for Financial Advisors: A Masterclass

Midstream Marketing

Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. Explore different social media platforms that financial advisors can use, like LinkedIn, Twitter, Instagram, and Facebook. Many potential clients look online for information.

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