Nerd's Eye View

NOVEMBER 6, 2023

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

Compliance 246

Compliance Valuation Clients Financial Advisor 246

Nerd's Eye View

JUNE 13, 2023

Danika is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech and supports more than $275K of ongoing revenue. Welcome back to the 337th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danika Waddell.

Financial Advisor 246

Financial Advisor Clients Startup Financial Planning 246

Nerd's Eye View

APRIL 1, 2024

Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure).

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

Nerd's Eye View

JANUARY 1, 2024

This month's edition kicks off with the news that held-away asset management platform Pontera has raised $60 million in venture capital funding as advisors increasingly seek to directly manage clients' 401(k) and other outside assets – although an ongoing investigation by Washington state regulators over whether advisors' use of Pontera violates (..)

Retirement Planning 246

Retirement Planning Startup Clients Compliance 246

Nerd's Eye View

OCTOBER 2, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Nerd's Eye View

FEBRUARY 20, 2024

Ben is the Founder of Illuminate Wealth Management, an RIA based in Barrington, Illinois that oversees $100M in assets under management for 55 client households. My guest on today's podcast is Ben Hockema.

Startup 130

Startup Financial Advisor Clients Wealth Management 130

Nerd's Eye View

NOVEMBER 7, 2022

As with Altruist, the ‘other’ new startup RIA custodian to launch in recent years, Entrustody is pledging to have a more modern interface with a better user experience, more and deeper integrations, and a more transparent price structure than ‘traditional’ custody services.

Risk Tolerance 241

Risk Tolerance Startup Compliance Clients 241

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

James Hendries

DECEMBER 25, 2022

A well-crafted business plan can be a blueprint for entrepreneurial confidence. This multifaceted tool is as important to established business owners looking to grow their companies as it is to budding entrepreneurs. A business plan defines your business, outlines your goals, and lays a strong foundation for achieving them.

Business Planning 52

Business Planning Planning Startup Engineering 52

Nerd's Eye View

OCTOBER 19, 2022

Several other states additionally require notice filings from SEC-registered advisors with clients in those states, meaning that even for SEC-registered RIAs, staying compliant with filing requirements requires them to understand the filing rules for each state in which the firm does business.

Clients 130

Clients Startup Government Numbers 130

MazumaBusinessAccounting

NOVEMBER 1, 2022

Take some time to gain more insight as to whether or not your business can make an impact within that industry. Understanding your potential market will allow you to better form your business plan. Create a Business Plan A business plan is important because it outlines your overall goals and shows how you plan to achieve them.

Business Planning 52

Business Planning Accounting Startup Taxes 52

MazumaBusinessAccounting

NOVEMBER 2, 2022

Take some time to gain more insight as to whether or not your business can make an impact within that industry. Understanding your potential market will allow you to better form your business plan. Create a Business Plan. When creating your business plan, be sure to consider all aspects of your business.

Business Planning 52

Business Planning Accounting Startup Taxes 52

Clever Girl Finance

JULY 13, 2022

Note that in some states, starting an interior design business requires that you have specific licensing. It's common to see self-taught professionals in the tech industry, so you can easily find resources to teach yourself web design and start seeking clients. You can also start a dog walking business by using an app or website.

Food 122

Food Advertising Media Clients 122

Clever Girl Finance

JULY 6, 2023

In fact, many small business owners use the internet to advertise their services and connect with their customers. Social media management may involve daily tasks of posting and interacting with clients on Facebook, Instagram, and even Twitter. It’s completely up to you how many clients you take and how often you work!

Clients 105

Clients Media License Advertising 105

Yardley Wealth Management

FEBRUARY 11, 2025

“We conduct business professionally,” Dittes explains. “Our team members are the face of the company, and many customers only interact with our field staff.

Wealth Management 52

Wealth Management Communication Engineering Estate Planning 52

Brown Advisory

MARCH 1, 2019

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. At this stage, we work to enhance cash management and risk diversification of a client’s assets.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

MARCH 1, 2019

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. At this stage, we work to enhance cash management and risk diversification of a client’s assets.

Planning 52

Planning Estate Planning Clients Startup 52

Clever Girl Finance

JULY 10, 2023

Business owner Have you ever dreamed about starting your own business? Believe it or not, you don’t need tons of money to create a startup. There are many ways to start a business and make big money, even if you need to find out how to start a business with no money at all!

Engineering 40

Engineering Education Communication Medical 40

The Big Picture

OCTOBER 19, 2022

We’re owned by our clients. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. What exactly does it do, and what sort of clients and customers are you working with? RAMPULLA: Yeah.

Clients 286

Clients Financial Advisor Taxes Investments 286

The Big Picture

SEPTEMBER 23, 2024

This business is just starting. I write a business plan for it. Like, 00:06:56 [Speaker Changed] Like, you know, it’s a business. We should be like, 00:06:58 [Speaker Changed] It’s 00:06:58 [Speaker Changed] A startup. It’s a business we should be bigger in. We should grow in.

Banking 147

Banking Assets Investments Investing 147

James Hendries

FEBRUARY 23, 2023

The nights of self–reflection during the early startup phase always give rise to a lot of our own demons and make us realize how little we know. But a big outcome of those conversations will be the realization that companies and startups are essentially a reflection of a founder. Your client, partner or customer is king.

Planning 40

Planning Startup Taxes Clients 40

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. LINDZON: No, so obviously, I did the business plan, I’m kidding. I’m like, dude I’m your son. RITHOLTZ: Yes.

Media 290

Media Investments Investing Valuation 290