Business Planning, Clients, Financial Advisor and Media

#FA Success Ep 368: Getting Real Social Media Marketing Results By Focusing On Your (Ideal) Client’s Desire To Learn, With Thomas Kopelman

Nerd's Eye View

JANUARY 16, 2024

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman.

Media

Media Financial Advisor Financial Planning Planning

#FA Success Ep 376: Accelerating Growth To 30 Clients/Month With Affordable Advice(-Only) Services Where Clients Can Keep Control, With Eric Simonson

Nerd's Eye View

MARCH 12, 2024

Welcome back to the 376th episode of the Financial Advisor Success Podcast ! Eric is the Founder & CEO of Abundo Wealth, an Advice-Only RIA based in Minneapolis, Minnesota, that oversees $600M in assets under advisement for 420 client households. My guest on today's podcast is Eric Simonson. Read More.

Clients

Clients Financial Advisor Financial Planning Media

Identifying Your Own “Soft Assets” To Turn COIs Into Powerful Referral Champions

Nerd's Eye View

MARCH 18, 2024

Soliciting prospect referrals can often be an effective way for financial advisors to grow their firms with clients who are ready to act and who will benefit from the firm since many referrals come from sources that are familiar not just with the advisor and the services they offer, but also with the prospect being referred and the needs they seek.

Assets

Assets Media Financial Advisor Professional Services

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

MORE WEBINARS

Managing Outsourcing Of SEO (Search Engine Optimization) For A Financial Advisor

Nerd's Eye View

OCTOBER 9, 2023

When deciding on a marketing strategy to pursue, one of the key factors for financial advisory firms to consider is efficiency. Notably, the point of an SEO strategy is to drive users to an advisory firm's website so that those visitors can eventually be converted into paying clients.

Engineering

Engineering Financial Advisor Management Clients

How Financial Advicers Can Write, Publish, And Distribute Their Own Book To Create A More Effective Impression On Prospective Clients

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.

Distribution

Distribution Financial Advice Clients Financial Advisor

#FA Success Ep 295: Systematizing A Planning Process To Maximize The Return On Life For Clients, With Shari Greco Reiches

Nerd's Eye View

AUGUST 23, 2022

Welcome back to the 295th episode of the Financial Advisor Success Podcast ! Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.

Clients

Clients Planning Financial Advisor Financial Planning

How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

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!

CFP

CFP Clients Certification Financial Advice

#FA Success Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals, With Ramit Sethi

Nerd's Eye View

OCTOBER 4, 2022

Welcome back to the 301st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ramit Sethi. Read More.

Clients

Clients Financial Advisor Education Retirement

#FA Success Ep 295: Systematizing A Planning Process To Maximize The Return On Life For Clients, With Shari Greco Reiches

Nerd's Eye View

AUGUST 23, 2022

Welcome back to the 295th episode of the Financial Advisor Success Podcast ! Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.

Clients

Clients Planning Financial Advisor Financial Planning

#FA Success Ep 362: Developing Associate Advisor Compensation Plans And Career Tracks To Scale Capacity Past $1.5B AUM, With Jeff Brown

Nerd's Eye View

DECEMBER 5, 2023

Welcome back to the 362nd episode of the Financial Advisor Success Podcast ! billion in assets under management for just over 350 client households. My guest on today's podcast is Jeff Brown. Jeff is the President of Stratos Private Wealth, an RIA based in San Diego, California, that oversees almost $1.5 Read More.

Compensation Planning

Compensation Planning Planning Financial Advisor Clients

#FA Success Ep 364: Scaling Marketing To Sell A $2.2B Advisory Firm And Advising Advisors On The Lessons Learned From Selling, With Ted Jenkin

Nerd's Eye View

DECEMBER 19, 2023

Welcome to the 364th episode of the Financial Advisor Success Podcast ! Ted is the founder of JTPD Partners, a consulting firm based in Atlanta, Georgia, that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. My guest on today's podcast is Ted Jenkin. Read More.

Financial Advisor

Financial Advisor Consulting Marketing Marketing

The Latest In Financial #AdvisorTech (August 2023)

Nerd's Eye View

AUGUST 7, 2023

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

Estate Planning

Estate Planning Wealth Management Financial Advisor Planning

#FA Success Ep 369: Breaking Through To New Growth By Changing Your Mindset Around Hiring (Complementary) Team Members, With Michelle Ogden

Nerd's Eye View

JANUARY 23, 2024

Welcome back to the 369th episode of the Financial Advisor Success Podcast ! Michelle is the founder of Ogden Wealth, an RIA based in Maitland, Florida, that oversees $50M in assets under management for almost 120 client households. My guest on today's podcast is Michelle Ogden. Read More.

Financial Advisor

Financial Advisor Clients Management Media

#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown

Nerd's Eye View

JANUARY 10, 2023

Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

Clients

Clients CFP Financial Advisor Wealth Advisor

Kitces & Carl Ep 121: Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?

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

Advertising Clients Financial Advisor Communication

#FA Success Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm, With Melissa Joy

Nerd's Eye View

JULY 4, 2023

Welcome back to the 340th episode of the Financial Advisor Success Podcast ! Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. My guest on today's podcast is Melissa Joy. Read More.

Financial Advisor

Financial Advisor CFP Clients Assets

Repurposing Digital Marketing Content: How I Grew My RIA Revenue To $16K/Month In Less Than 14 Months

Nerd's Eye View

JANUARY 23, 2023

Traditional forms of marketing used by financial advisors – including networking with one’s friends and family members, cold-calling, and paid advertising – have been effective at reaching a ‘typical’ client base of older, wealthy retirees. reposted or reshared on social media).

Marketing

Marketing Marketing Financial Planner Education

The Latest In Financial #AdvisorTech (July 2023)

Nerd's Eye View

JULY 3, 2023

Welcome to the July 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!

Estate Planning

Estate Planning Media Clients Wealth Management

The Latest In Financial #AdvisorTech (November 2022)

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

Risk Tolerance Compliance Startup Clients

How to Choose the Right Wealth Management Firm in Kansas City

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

Wealth Management Management Risk Tolerance Retirement Planning

How to Choose the Right Wealth Management Firm in Kansas City

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

Wealth Management Management Risk Tolerance Retirement Planning

To Respond to ChatGPT, Bard, and Other AI…Be More of What They’re Not

Steve Sanduski

MAY 16, 2023

Last week, I had conversations with two of my coaching clients about dialing in on their voice and making it stand apart from the sea of sameness that clogs the internet. One client is making educational videos and we’ve gone through several iterations to make sure that viewers connect with him and his unique personality.

Financial Planning

Financial Planning Planning Financial Advisor Financial Advice

Financial Advisor Showcase: Till Advisory and Capital

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

Financial Advisor Communication Clients Financial Planning

Advice-only financial planners are stealing the show!

Sara Grillo

MAY 23, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

Financial Planner

Financial Planner CFP Financial Planning Education

2,500 Years of Thinking About “How Much is Enough?”

Steve Sanduski

AUGUST 8, 2023

They don’t work at home.” — Entrepreneur Jason Lemkin on a podcast with Harry Stebbings In a recent coaching call with one of my financial advisor clients, she mentioned a conversation she had with one of her clients. As an advisor, it’s a bit of a catch-22.

Numbers

Numbers Retirement Clients Planning

Financial Advisor Source

#FA Success Ep 368: Getting Real Social Media Marketing Results By Focusing On Your (Ideal) Client’s Desire To Learn, With Thomas Kopelman

#FA Success Ep 376: Accelerating Growth To 30 Clients/Month With Affordable Advice(-Only) Services Where Clients Can Keep Control, With Eric Simonson

Webinars

Trending Sources

Identifying Your Own “Soft Assets” To Turn COIs Into Powerful Referral Champions

Webinars

Managing Outsourcing Of SEO (Search Engine Optimization) For A Financial Advisor

How Financial Advicers Can Write, Publish, And Distribute Their Own Book To Create A More Effective Impression On Prospective Clients

#FA Success Ep 295: Systematizing A Planning Process To Maximize The Return On Life For Clients, With Shari Greco Reiches

How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

#FA Success Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals, With Ramit Sethi

#FA Success Ep 295: Systematizing A Planning Process To Maximize The Return On Life For Clients, With Shari Greco Reiches

#FA Success Ep 362: Developing Associate Advisor Compensation Plans And Career Tracks To Scale Capacity Past $1.5B AUM, With Jeff Brown

#FA Success Ep 364: Scaling Marketing To Sell A $2.2B Advisory Firm And Advising Advisors On The Lessons Learned From Selling, With Ted Jenkin

The Latest In Financial #AdvisorTech (August 2023)

#FA Success Ep 369: Breaking Through To New Growth By Changing Your Mindset Around Hiring (Complementary) Team Members, With Michelle Ogden

#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown

Kitces & Carl Ep 121: Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?

#FA Success Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm, With Melissa Joy

Repurposing Digital Marketing Content: How I Grew My RIA Revenue To $16K/Month In Less Than 14 Months

The Latest In Financial #AdvisorTech (July 2023)

The Latest In Financial #AdvisorTech (November 2022)

How to Choose the Right Wealth Management Firm in Kansas City

How to Choose the Right Wealth Management Firm in Kansas City

To Respond to ChatGPT, Bard, and Other AI…Be More of What They’re Not

Financial Advisor Showcase: Till Advisory and Capital

Advice-only financial planners are stealing the show!

2,500 Years of Thinking About “How Much is Enough?”

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