Nerd's Eye View

DECEMBER 5, 2023

Welcome back to the 362nd episode of the Financial Advisor Success Podcast ! 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 245

Compensation Planning Planning Financial Advisor Clients 245

Zoe Financial

MARCH 22, 2023

Establishing Retirement Income Sources The first step is to set a budget and know how much will go into it. Avoid Dependency Other sources of income that some people receive include a pension, deferred compensation plan, or the sale of a business. Inflation-eating away spending power is a real threat. Ready to Grow Your Wealth?

Retirement 40

Retirement CFP Taxes Accounting 40

Walkner Condon Financial Advisors

JUNE 27, 2023

As a Financial Advisor I do not offer legal advice; it may make sense to hire an attorney to review a separation agreement before signing. Revisit the budget. Deferred compensation plans. As a Financial Advisor, I’m here to help my clients through the good times and (arguably more importantly) the stressful times.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

As a Financial Advisor I do not offer legal advice; it may make sense to hire an attorney to review a separation agreement before signing. Revisit the budget. Deferred compensation plans. As a Financial Advisor, I’m here to help my clients through the good times and (arguably more importantly) the stressful times.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52