Business Planning Clients Financial Advice Financial Advisor 
Nerd's Eye View
JULY 19, 2022
Welcome back to the 290th episode of the Financial Advisor Success Podcast ! Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. Read More.
Nerd's Eye View
NOVEMBER 27, 2023
One of the main goals of financial advisors who market themselves is to build a foundation of trust with their prospective clients so that they feel comfortable in discussing often-sensitive financial topics and ultimately acting on the advisor's recommendations.
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Nerd's Eye View
APRIL 16, 2024
Welcome back to the 381st episode of the Financial Advisor Success Podcast ! Ashley is the Founder of Beyond The Plan, a consulting firm based in Evans, Georgia, that offers a Fractional Financial Behavioral Officer service including consulting and training to advisory firms and even direct meeting support for new or existing clients.
Nerd's Eye View
MAY 7, 2024
Welcome to the 384th episode of the Financial Advisor Success Podcast ! Hannah is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.
Nerd's Eye View
MARCH 21, 2023
Welcome back to the 325th episode of the Financial Advisor Success Podcast ! Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.
Nerd's Eye View
MARCH 27, 2023
In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!
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.
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