Nerd's Eye View

OCTOBER 25, 2022

Welcome back to the 304th episode of the Financial Advisor Success Podcast ! Chad is the founder of WealthKeel, an independent virtual RIA based in Tampa, Florida that advises on over $100 million of assets for 110 client households. My guest on today's podcast is Chad Chubb.

Clients 130

Clients Financial Advisor Communication Financial Planning 130

Nerd's Eye View

FEBRUARY 27, 2024

Welcome back to the 374th episode of the Financial Advisor Success Podcast ! Dianne is the Managing Partner of Argent Bridge Advisors, a hybrid advisory firm based in Vienna, Virginia, that oversees $500 million in assets under management for 350 client households. My guest on today's podcast is Dianne Nolin.

Financial Advisor 130

Financial Advisor Clients Communication Financial Planning 130

Nerd's Eye View

AUGUST 24, 2023

For many next-gen financial advisors who start with or move their careers to an established firm, eventually earning an equity stake in that firm can be an exciting prospect and is often a major career goal that many advisors aspire to achieve.

Retirement 209

Retirement Planning Retirement Planning Financial Advisor 209

Nerd's Eye View

OCTOBER 24, 2023

Welcome to the 356th episode of the Financial Advisor Success Podcast ! 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. Welcome everyone!

Financial Advisor 181

Financial Advisor Financial Planning Planning Fee Only 181

Nerd's Eye View

FEBRUARY 23, 2023

Despite its growing popularity, though, financial planning remains a relatively mysterious concept for many people who don’t understand how financial advisors actually provide value.

Financial Planning 172

Financial Planning Planning Financial Planner Financial Advisor 172

Nerd's Eye View

NOVEMBER 20, 2023

As marketing and prospecting processes become increasingly digital for financial advisors, many prospective clients learn about advisors and what they offer not from an introductory call, webinar, or speaking event but from the advisor's website itself.

Financial Advisor 207

Financial Advisor Clients Consulting Communication 207

Nerd's Eye View

DECEMBER 6, 2022

Welcome back to the 310th episode of the Financial Advisor Success Podcast ! Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Clients 130

Clients Financial Advice Financial Advisor Consulting 130

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 218

Communication Portfolio Management Clients Tax Planning 218

Nerd's Eye View

OCTOBER 10, 2023

Welcome to the 354th episode of the Financial Advisor Success Podcast ! Grier is the founder of Advisor Transition Services, a consulting firm based in Cary, North Carolina, that helps advisors switch from one broker-dealer or custodian platform to another, often when breaking away from a larger firm to start up their own.

Financial Advisor 169

Financial Advisor Clients Consulting Communication 169

Nerd's Eye View

MARCH 26, 2024

Welcome back to the 378th episode of the Financial Advisor Success Podcast ! Michael is the CEO & Founder of WinCap Financial, an RIA based in Boston, Massachusetts, that oversees $80M in assets under management for 70 client households. My guest on today's podcast is Michael Collins. Read More.

Financial Advisor 130

Financial Advisor Clients Wealth Management Communication 130

Nerd's Eye View

MARCH 23, 2023

Offering financial advice can mean many things for different financial advisors, and there are many reasons that advisors choose to join the planning profession.

Financial Advice 130

Financial Advice Communication Financial Planning Marketing 130

Nerd's Eye View

FEBRUARY 9, 2023

For many financial advisors, setting asset minimums helps ensure that their firm can generate enough revenue to maintain business costs and compensate the advisor appropriately. A simple way for advisors to educate prospects about asset minimums is to include the information on their firm’s website.

Financial Advisor 187

Financial Advisor Communication Assets Financial Planning 187

Nerd's Eye View

SEPTEMBER 21, 2023

Regardless of the size of a financial advisory firm, clients are a constant necessity to sustain a profitable business. As a starting point, there are unconventional marketing principles that can help advisors who do not want to engage in traditional marketing campaigns to effectively attract and acquire clients.

Advertising 202

Advertising Clients Financial Advisor Communication 202

Nerd's Eye View

NOVEMBER 15, 2022

Welcome back to the 307th episode of the Financial Advisor Success Podcast ! Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. My guest on today's podcast is Stacey Hyde.

License 174

License Financial Advisor Clients Communication 174

Nerd's Eye View

MAY 16, 2023

Welcome back to the 333rd episode of the Financial Advisor Success Podcast ! Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs.

Valuation 194

Valuation Financial Advisor Financial Planning Recruitment 194

Nerd's Eye View

JULY 26, 2022

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. My guest on today's podcast is Amy Irvine.

Financial Planner 221

Financial Planner Management Planning Financial Advisor 221

Nerd's Eye View

NOVEMBER 22, 2022

Welcome back to the 308th episode of the Financial Advisor Success Podcast ! Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households. My guest on today's podcast is Matthew Blocki.

Financial Advisor 176

Financial Advisor Clients Wealth Advisor Insurance 176

Nerd's Eye View

JANUARY 24, 2023

Welcome back to the 317th episode of the Financial Advisor Success Podcast ! Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households. Read More.

Management 216

Management Financial Advisor Planning Retirement 216

Nerd's Eye View

OCTOBER 11, 2022

Welcome back to the 302nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Libby Greiwe. Read More.

Financial Advisor 183

Financial Advisor Clients Consulting Financial Services 183

Nerd's Eye View

JUNE 27, 2023

Welcome back to the 339th episode of the Financial Advisor Success Podcast ! Eric is the Founder and CEO of Beyond Your Hammock, an independent RIA based in Boston, Massachusetts, that oversees $47 million in assets under management for more than 80 client households. My guest on today's podcast is Eric Roberge. Read More.

Financial Advisor 141

Financial Advisor Valuation Clients Communication 141

Nerd's Eye View

JANUARY 26, 2023

However, at a certain point, initial business growth goals will have been met, leaving the business owner at a crossroads of deciding where to take the business next – should they maintain the firm’s current size or continue the growth trajectory and adapt to the firm’s growing needs to bring on more clients?

Communication 183

Communication Clients Financial Advisor Business Planning 183

Nerd's Eye View

JULY 11, 2022

Financial advisors are often responsible for working with a wide range of individuals, both among their client base and coworkers, who each have their own personality, beliefs, and style of communication. And this may encourage advisors to suppress their unique personalities and fit in with the crowd.

Financial Advisor 167

Financial Advisor Clients Communication Financial Planning 167

Nerd's Eye View

AUGUST 25, 2022

Historically, the career path for newer financial advisors has followed a commission-based model that was focused on sales and business development first and learning the technical aspects of financial planning along the way. Read More.

Financial Planning 173

Financial Planning Clients Planning Commission 173

Nerd's Eye View

AUGUST 25, 2022

Historically, the career path for newer financial advisors has followed a commission-based model that was focused on sales and business development first and learning the technical aspects of financial planning along the way. Read More.

Financial Planning 167

Financial Planning Clients Planning Commission 167

Nerd's Eye View

DECEMBER 29, 2022

For many seasoned financial advisors, the road toward building a career and a business can be challenging and rewarding. And even though most advisors would agree that the road to success involves many years of hard work and sacrifice, each advisor’s path to ultimate success can consist of massively different experiences.

Financial Services 155

Financial Services Financial Advisor Communication Financial Planning 155

Nerd's Eye View

NOVEMBER 7, 2022

Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 163

Risk Tolerance Compliance Startup Clients 163

Nerd's Eye View

DECEMBER 29, 2022

For many seasoned financial advisors, the road toward building a career and a business can be challenging and rewarding. And even though most advisors would agree that the road to success involves many years of hard work and sacrifice, each advisor’s path to ultimate success can consist of massively different experiences.

Financial Services 130

Financial Services Financial Advisor Communication Financial Planning 130

Nerd's Eye View

NOVEMBER 17, 2022

For many financial advisors, improving business development strategies can be a challenging task to address. With the myriad tools available to advisors that help them analyze the potential outcomes of their ideas and strategies, collecting the data to do so has become easier than ever.

Strategic Planning 178

Strategic Planning Planning Financial Advisor Communication 178

Fortune Financial

SEPTEMBER 25, 2023

Hourly or Project-Based Fees In some cases, advisors charge by the hour or on a project basis. This fee structure suits clients who require specific financial planning services or have limited ongoing management needs. Retirement Planning Retirement planning is a primary focus for many clients.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Hourly or Project-Based Fees In some cases, advisors charge by the hour or on a project basis. This fee structure suits clients who require specific financial planning services or have limited ongoing management needs. Retirement Planning Retirement planning is a primary focus for many clients.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

FMG

FEBRUARY 2, 2023

For today’s Financial Advisor Website Showcase, we are joined by Harrison Till of Till Advisory and Capital. Greeted by a lovely image of a couple staring into the sea and a line that states “White Glove Service” This lets potential clients know exactly what type of service to expect from the get-go.

Financial Advisor 52

Financial Advisor Communication Clients Financial Planning 52

Nerd's Eye View

FEBRUARY 13, 2024

Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend. Read More.

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

FMG

DECEMBER 22, 2022

As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients? What have you learned and changed about the way you communicate with clients if there have been changes? Browse examples of advisor websites and decide what you do and don’t like.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. You’re listening to Masters in Business on Bloomberg Radio. We’re owned by our clients.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

Nerd's Eye View

APRIL 10, 2023

The 2023 Technology Tools for Today (T3) Advisor Conference, held last month in Tampa, Florida, featured a large gathering of financial advisors and representatives across the fintech industry attending the 2½-day conference. Read More.

Financial Advisor 167

Financial Advisor Financial Planning Planning Consulting 167

Brown Advisory

FEBRUARY 13, 2017

We work regularly with clients in their 20s and 30s, helping them make good decisions about starting new business ventures, funding their educations, managing inherited wealth and tackling other challenges unique to the time in their lives when they are first charting their long-term path.

Clients 52

Clients Portfolio Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

We work regularly with clients in their 20s and 30s, helping them make good decisions about starting new business ventures, funding their educations, managing inherited wealth and tackling other challenges unique to the time in their lives when they are first charting their long-term path.

Clients 52

Clients Portfolio Planning Education 52