Nerd's Eye View

JUNE 6, 2023

Welcome back to the 336th episode of the Financial Advisor Success Podcast ! Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25

Assets 212

Assets Financial Advisor Financial Planning Insurance 212

Nerd's Eye View

JULY 12, 2022

Welcome back to the 289th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kamila Elliott. Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Nerd's Eye View

MARCH 6, 2023

Welcome to the March 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Compliance 197

Compliance Financial Planning Planning Financial Advisor 197

Nerd's Eye View

AUGUST 7, 2023

Welcome to the August 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, underlying trends, and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 201

Estate Planning Wealth Management Financial Advisor Planning 201

Nerd's Eye View

SEPTEMBER 26, 2023

Welcome back to the 352nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Bridget Venus Grimes. Read More.

Financial Planning 212

Financial Planning Financial Advisor Clients Planning 212

Nerd's Eye View

MAY 2, 2023

Welcome back to the 331st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jake Northrup. Jake is the Founder of Experience Your Wealth, an independent RIA based in Bristol, Rhode Island, that advises 78 client households with a 3-person team supporting more than $550,000 of ongoing revenue.

Financial Advisor 216

Financial Advisor Financial Planning Clients Planning 216

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Retirement Planning 206

Retirement Planning Compliance Startup Clients 206

Nerd's Eye View

FEBRUARY 14, 2023

Welcome back to the 320th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jim Dickson. Jim is the CEO and Founder of Sanctuary Wealth, an RIA platform with 80 partner firms in 29 states that collectively oversee nearly $25 billion in assets under management. Read More.

Compliance 130

Compliance Financial Advisor Management Clients 130

Nerd's Eye View

MARCH 13, 2023

However, the reality is that it’s very expensive to build and maintain technology, especially when considering the full range of CRM, portfolio management, financial planning, and more than a dozen other sub-categories of technology that financial advisors use in their firms.

Compliance 181

Compliance Portfolio Management Planning Financial Advisor 181

Nerd's Eye View

JANUARY 17, 2024

With a background as a software executive, David was drawn to the potential of ChatGPT, prompting him to learn how he could use it to enhance his capabilities as an advisor. Additionally, AI tools have allowed David to transform what were once monologue-based planning meetings into interactive, engaging dialogues.

Financial Advice 130

Financial Advice Financial Planning Planning Clients 130

Nerd's Eye View

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mindy Crary. Read More.

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

Nerd's Eye View

JUNE 5, 2023

Welcome to the June 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 183

Risk Tolerance Retirement Retirement Planning License 183

Nerd's Eye View

NOVEMBER 7, 2022

Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 167

Risk Tolerance Compliance Startup Clients 167

Leading Advisor

AUGUST 2, 2023

Branding Commission/Fee For Service Compliance and Licensing Marketing and Sales Office Environment Products and Services Technology and Equipment Team/Succession Planning Vision and Business Plan What… The post Will increasing your understanding of Flow & the Elimination of Flow Killers help you to make these Processes & Systems STICK? (..)

License 40

License Compliance Commission Business Planning 40

Fortune Financial

MARCH 5, 2024

Regular contributions are vital, but so is ensuring the plan remains a good fit for your evolving business and workforce. This means staying informed about plan performance, fees and compliance requirements. Sustained Oversight: A successful 401k plan requires more than just initial enthusiasm.

Retirement Planning 52

Retirement Planning Financial Advisor Retirement Taxes 52

Fortune Financial

SEPTEMBER 25, 2023

Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting. Regulatory Compliance Ensure the wealth management firm is registered and compliant with relevant regulatory authorities. Cash Flow Management Efficient cash flow management is crucial for meeting your financial goals.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting. Regulatory Compliance Ensure the wealth management firm is registered and compliant with relevant regulatory authorities. Cash Flow Management Efficient cash flow management is crucial for meeting your financial goals.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

FMG

DECEMBER 22, 2022

As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients? Like so many other people, the pandemic opened the door for me to connect with clients who would normally struggle to get to an office meeting during business hours, even if they live in my town.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

Sara Grillo

MAY 23, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

Financial Planner 52

Financial Planner CFP Financial Planning Education 52