Nerd's Eye View

SEPTEMBER 2, 2022

Also in industry news this week: How enforcement of FINRA Rule 4111 could further the decline in the number of broker-dealers and registered representatives. Why private placement life insurance policies could become an increasingly popular option for ultra-high-net-worth clients.

Financial Planner 186

Financial Planner Strategic Planning Retirement Planning Retirement 186

Nerd's Eye View

MARCH 28, 2023

What's unique about Erica, though, is how she built a series of spreadsheet tools to measure the details of each step of her advisory firm’s marketing funnel, from lead generation to each meeting in the sales process to client onboarding and getting initial revenue for the firm… and then turned it into a series of tools that any advisory (..)

Financial Advisor 183

Financial Advisor Marketing Marketing Strategic Planning 183

Nerd's Eye View

NOVEMBER 17, 2022

This can emerge as procrastination, overanalysis, or becoming occupied with any number of tasks that they feel are necessary to complete first (such as ensuring every minute detail has been thoroughly examined and vetted) before taking any steps toward executing the actual idea being considered.

Strategic Planning 178

Strategic Planning Planning Financial Advisor Communication 178