Business Planning Communication Financial Advisor Planning 
Nerd's Eye View
MARCH 20, 2023
When a prospect is looking for a financial advisor, understanding how much they will need to pay can often be a tricky proposition.
Nerd's Eye View
AUGUST 24, 2023
For many next-gen financial advisors who start with or move their careers to an established firm, eventually earning an equity stake in that firm can be an exciting prospect and is often a major career goal that many advisors aspire to achieve.
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Nerd's Eye View
NOVEMBER 14, 2023
Welcome back to the 359th episode of the Financial Advisor Success Podcast ! Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households. Read More.
Nerd's Eye View
JUNE 19, 2023
And even more importantly, higher business costs as a rationale for raising fees is bound to ring hollow with clients since they are likely to care much less about the advisory firm’s expenses than about the fact that they will be paying a higher fee going forward, 'just' to receive the same level of service they were already getting.
Nerd's Eye View
FEBRUARY 23, 2023
The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.
Nerd's Eye View
APRIL 30, 2024
Welcome to the 383rd episode of the Financial Advisor Success Podcast ! Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households. Welcome everyone! My guest on today's podcast is Troy Sharpe.
Nerd's Eye View
AUGUST 10, 2023
Financial advisors who have established and successfully built up their advisory firms over several years can often go through many stages of firm development, requiring them to hire staff and additional advisors to manage their growing clientele.
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