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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

In the 159th episode of Kitces & Carl , Michael Kitces and client communication expert Carl Richards discuss how to navigate the ethics and logistics of fee increases for a firm's first clients – especially when the advisor previously promised them their fees would stay the same.

Clients 182
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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

In many advisory firms today, associate advisors don't begin with prospecting or running client meetings; instead, they start with back-end technical work, such as financial plan preparation, before gradually developing the strategic and client communication skills needed for greater independence. 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

Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. Personalizing RIA Content for Clients In financial services, personalization is very important to draw in high-net-worth clients. They like communication that is tailored just for them.

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Social Media Marketing for Financial Advisors: A Masterclass

Midstream Marketing

The Power of Video Content in Financial Advice Video content is a powerful tool for connecting with your audience on social media. Think of your social media channels as spaces for two-way communication. This approach creates a sense of community. This will help you become a trusted support for them.

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The 15 Best Financial Podcasts For Women

Clever Girl Finance

She tackles common financial advice head-on and offers her own proven systems to help people get ahead financially. If you want to explore alternative philosophies to common advice on topics such as budgeting , you’ll want to check out Afford Anything. This list of best financial podcasts will inspire you!

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#FASuccess Ep 431: Navigating Couples With Money Conflicts By Developing A New Toolset Of Questions To Ask, With Nick Rodkin

Nerd's Eye View

So, whether you're interested in learning about ways to help improve financial communication between members of client couples, the questions that can drive these conversations, or how to incorporate aspects of financial therapy into a practice, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Nick Rodkin.