Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

Clients 246

Clients B2B Estate Planning Planning 246

Wealth Management

JUNE 10, 2025

Reconnect with Your “Why” When business is moving fast, losing sight of purpose is easy. Ask: • Am I serving the types of clients I enjoy working with most? • Are you on track regarding revenue, AUM, new clients, and team development? Is your brand aligned with the clients you want to attract?

Wealth Management 144

Wealth Management Financial Advisor Management Recruitment 144

Wealth Management

JUNE 11, 2025

We have moved from a period of fierce independence, which was effectively a reaction to wirehouses and suitability and people looking to get closer to clients, into interdependence,” he said. Nathanson talked about "interdependence" and how the industry has changed. “We

Wealth Management 130

Wealth Management Management Financial Advisor Business Planning 130

Nerd's Eye View

MAY 13, 2025

In this episode, we talk in-depth about how Ed identified the 1986 Tax Reform Act as an opportunity for him as young accountant to dig into the new rules regarding IRAs (that older accountants weren’t interested in touching), how Ed was able to significantly raise his fees in his accounting practice with little pushback from clients by focusing (..)

Financial Advisor 177

Financial Advisor Accounting Education Estate Planning 177

Nerd's Eye View

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

Nerd's Eye View

MAY 6, 2025

Nicole is the president of Prosperity Wealth Strategies, an RIA based in Bloomfield Hills, Michigan, that oversees $70 million in assets under management for 40 client households.

Clients 130

Clients Financial Advisor Financial Planning Consulting 130

Nerd's Eye View

APRIL 3, 2023

million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)

Estate Planning 246

Estate Planning Financial Planning Clients Wealth Management 246

Nerd's Eye View

MAY 5, 2025

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Charles Schwab has taken a minority stake in estate planning platform Wealth.com as it seeks to offer estate document preparation to its retail investor clients – which on the one hand gives Schwab a value-add that could keep (..)

Financial Planning 161

Financial Planning Clients Retail Planning 161

Nerd's Eye View

OCTOBER 31, 2023

Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households.

Financial Advisor 246

Financial Advisor Estate Planning Clients Education 246

Nerd's Eye View

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Nerd's Eye View

FEBRUARY 5, 2024

This month's edition kicks off with the news that financial planning software platform RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients – which on the one hand capitalizes on advisor demand for workflow solutions tailored (..)

Estate Planning 246

Estate Planning Financial Planning Planning Wealth Management 246

Nerd's Eye View

APRIL 1, 2024

Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure).

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Planning 246

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

Education 244

Education Financial Planning Estate Planning CFP 244

Nerd's Eye View

AUGUST 16, 2022

Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households. Click the icon below to listen.

Financial Advisor 246

Financial Advisor Clients Estate Planning Planning 246

Nerd's Eye View

AUGUST 16, 2022

Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households. Read More.

Financial Advisor 246

Financial Advisor Clients Estate Planning Planning 246

Nerd's Eye View

DECEMBER 26, 2022

This year has been challenging for many financial advisors as they help their clients (and their own firms!) navigate a volatile market environment (in both stocks and bonds – oof!) and inflation levels not seen in several decades.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

Yardley Wealth Management

SEPTEMBER 3, 2024

Whether you’re driven by a passion for a specific craft or an innovative idea, taking the leap into entrepreneurship requires careful planning and thoughtful consideration. Raine, who turned her passion into a thriving business. Therefore, having a realistic and comprehensive business plan is crucial.

Business Planning 52

Business Planning Wealth Management Estate Planning Planning 52

Steve Sanduski

NOVEMBER 12, 2024

Brighton Jones’s unique approach to business planning. Identifying ideal client personas. Broadening the client experience to include world-class events (like an African safari!) of that we want to come from client referrals. of our 15% is coming from client referral. People who care about our clients.

Accounting 52

Accounting Clients Financial Advice Estate Planning 52

Nerd's Eye View

SEPTEMBER 3, 2024

Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets. Read More.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Nerd's Eye View

JUNE 4, 2024

Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. My guest on today's podcast is Freeman Linde. Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JUNE 4, 2024

Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. My guest on today's podcast is Freeman Linde. Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

AUGUST 5, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Envestnet has announced that it is being acquired and taken private in a $4.5

Estate Planning 130

Estate Planning Accounting Assets Clients 130

Nerd's Eye View

OCTOBER 18, 2022

equivalent of nearly $60 million in assets under management for 115 client households. Louis is the Director of WealthUp, an independent advice practice based in Cape Town, South Africa, that oversees the U.S.

Financial Planning 130

Financial Planning Planning Management Investing 130

Wealth Management

JUNE 11, 2025

Melissa Rodriguez June 11, 2025 5 Min Read As the most significant intergenerational wealth transfer in the history of the United States unfolds, women, particularly widows, are increasingly at the forefront of estate management and disputes.

Estate Planning 224

Estate Planning Planning Wealth Management Fiduciary Duty 224

Yardley Wealth Management

FEBRUARY 11, 2025

“We conduct business professionally,” Dittes explains. To learn more about Yardley Wealth Management and Yardley Estate Planning, visit yardleywealth.net and yardleyestate.net. “Our team members are the face of the company, and many customers only interact with our field staff.

Wealth Management 52

Wealth Management Communication Engineering Estate Planning 52

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Carson Wealth

DECEMBER 13, 2022

Investment adviser representatives have mandated continuing education and examination requirements which encourage a minimum level of competency when working with clients and customers. Both are trained to help clients identify their financial goals and chart a plan towards those goals. A Financial Advisor works with clients.

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Brown Advisory

MARCH 1, 2019

Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution. At this stage, we work to enhance cash management and risk diversification of a client’s assets.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

MARCH 1, 2019

Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution. At this stage, we work to enhance cash management and risk diversification of a client’s assets.

Planning 52

Planning Estate Planning Clients Startup 52

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Harness Wealth

FEBRUARY 13, 2023

Traditional tax firms tend to have rigid business models that make it difficult for clients looking for one-off expert consultations or even ongoing planning services. They’ll work with you to model different exercise and sale scenarios so that you can understand the outcome of each option.

Taxes 52

Taxes Tax Planning Planning Accounting 52

Midstream Marketing

NOVEMBER 5, 2024

Introduction In the busy world of financial advice, it’s important to stand out. If you are a financial advisor looking to grow your client base and make a real impact, you need to learn good marketing strategies. It attracts the right clients and supports steady growth. Clients have various needs.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

Wealth Management

JUNE 11, 2025

During the term of the trust, the Beneficiary shall have the right to make withdrawals with respect to Contributions made to the trust in accordance with the following: Related: How to Help Women With Blended Family Estate Plans A. Terms of Contributions.

Taxes 144

Taxes Wealth Management Estate Planning Distribution 144

Wealth Management

JUNE 11, 2025

Pat Soldano is now the Managing Director of Client Service for the firm’s Western Region. Soldano received her MBA from Claremont Graduate School and her BA in Business Administration from California State University, Fullerton.

Wealth Management 144

Wealth Management Management Estate Planning Planning 144

The Big Picture

OCTOBER 19, 2022

We’re owned by our clients. Bill McNabb, again, who I know you know, was CEO and asked me if I’d come back and join senior staff, and lead the FAS business, which was a lot bigger than when I left in 2008 and I was thrilled to be able to do that. It’s got such a sense of purpose. RITHOLTZ: That’s fantastic.

Clients 286

Clients Financial Advisor Taxes Investing 286