Business Planning Clients Compliance Financial Planning 
Nerd's Eye View
APRIL 17, 2024
After advisors do all of the work of bringing on a new client (Marketing! Compliance!), This can result in fewer referrals and even the loss of the client, who might eventually opt to move their accounts to another (more appealing) advisory firm. Prospecting! Onboarding! and "What changes are coming up soon?"
Nerd's Eye View
NOVEMBER 22, 2023
In this guest post, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, discusses in depth the various stages of buying, selling, and merging an investment advisory and financial planning business.
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Nerd's Eye View
MARCH 6, 2023
Which at best will still be a substantial uphill battle, given the hassle of switching from one financial planning platform to another (and the fact that most advisors are generally satisfied with their current financial planning software in the first place!).
Nerd's Eye View
JUNE 6, 2023
Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 My guest on today's podcast is Adam Holt. million users.
Nerd's Eye View
NOVEMBER 1, 2022
Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.
Nerd's Eye View
SEPTEMBER 26, 2023
Bridget is the President of WealthChoice, a virtual independent RIA that oversees nearly $80 million in assets under management for 68 client families, and Co-Founder of Equita Financial Network, an advisor platform that helps advisors plug in and share resources. My guest on today's podcast is Bridget Venus Grimes.
Nerd's Eye View
JANUARY 17, 2024
After delving into instructional content on YouTube University, he decided that the ideal use for AI in his practice was to improve the processes around client meetings, including generating summaries, extracting pertinent data, creating action items, and staying compliant.
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