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A 3-Step Sales Process To Clearly Demonstrate Financial Planning Value To Prospects

Nerd's Eye View

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

In fact, they may be the missing piece in your clients’ portfolios—and AssetMark is betting big on that future. Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present).

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Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services

Nerd's Eye View

While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. Advisors can customize the application to convey pretty much any type of data or information clients or prospects might want.

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Why Don’t Prospects Commit? How “Negative Close” Can Be A Powerful Way To Help Prospects Move Forward

Nerd's Eye View

The typical prospecting process involves multiple meetings, and a fairly common response for advisors to hear after giving their 'pitch' is that the client needs some extra time to think about it. This sales technique involves asking a "negative" question such as, "Joining with a financial planner can be a really scary jump to make, right?"

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Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)

Nerd's Eye View

And for #AdvisorTech companies who want to submit their tech announcements for consideration in future issues, please submit to TechNews@kitces.com !

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Leveraging Educational YouTube Videos To Drive Hundreds Of New Clients Per Year: #FASuccess Ep 445 With James Conole

Nerd's Eye View

billion in assets under management for 630 client households. million to more than $10 million in 2025 alone) thanks in part by attracting clients who have engaged with his educational YouTube videos. James is the founder of Root Financial, an RIA based in Encinitas, California, that oversees $1.3

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