Remove Business Planning Remove Clients Remove Investment Planning
article thumbnail

#FASuccess Ep 427: Finding The Director Of Operations That Can Rebuild Your Team To Get To The Next Level, With Sten Morgan

Nerd's Eye View

Sten is the owner of Legacy Investment Planning, a hybrid advisory firm based in Franklin, Tennessee, that oversees $220 million in assets under management for 90 client households. Welcome to the 427th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sten Morgan.

article thumbnail

It’s Crunch Time For Many Policyholders

Wealth Management

Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity. It’s also an opportunity with not one but two, built-in time-sensitive calls to action by the client.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

#FA Success Ep 386: Turning Impostor Syndrome Anxiety Into A Strength That Drives Client Referrals, With Dann Ryan

Nerd's Eye View

Dann is a Managing Partner of Sincerus Advisory, an RIA based in New York City, that oversees approximately $165 million in assets under management for nearly 150 client households. and the reason that Dann's firm has continued to stick with an AUM fee model despite an increasingly financial-planning-centric service offering.

Clients 130
article thumbnail

Long-Term Planning for Founders & Builders: A “Phase-Gate” Process

Brown Advisory

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. We view investment planning for entrepreneurs similarly. It is fairly straightforward: Discovery.

article thumbnail

Long-Term Planning for Founders & Builders: A “Phase-Gate” Process

Brown Advisory

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. We view investment planning for entrepreneurs similarly. It is fairly straightforward: Discovery.

article thumbnail

Advice-only financial planners are stealing the show!

Sara Grillo

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does. Unfortunately the list goes on ad nauseum.

article thumbnail

Uniting Around a Legacy: Generational Wealth Transfer

Brown Advisory

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