Business Planning Document Financial Advice 
Nerd's Eye View
DECEMBER 4, 2024
In the competitive market for financial advice, advisory firms often seek to find ways to differentiate themselves from one another. In addition, most RIAs will likely want to engage the services of a third-party fund administrator to facilitate many of the documentation, tracking, and recordkeeping requirements.
Wealth Management
JULY 2, 2025
Their public records, LinkedIn activity, financial documents and digital behavior are already synthesized into a secure, adaptive client profile—before they finish typing their name. This content is intended for informational purposes only and does not constitute legal, investment, or financial advice.
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Nerd's Eye View
APRIL 8, 2025
In this episode, we talk in-depth about how Seth built and provides his input deliverable (which calculates the appropriate amount of tax-exempt housing allowance pastors can take based on their individual circumstances, and even prepares a request and subsequent resolution that the Church's Board can then use) to demonstrate his expertise to prospective (..)
Nerd's Eye View
AUGUST 24, 2022
While many IRAs include a clause in their advisory agreements limiting their liability in giving financial advice in good faith, the SEC and state regulators have recently been scrutinizing such ‘hedge clauses’ to the extent that they may be found impermissible going forward.
Nerd's Eye View
AUGUST 24, 2022
While many IRAs include a clause in their advisory agreements limiting their liability in giving financial advice in good faith, the SEC and state regulators have recently been scrutinizing such ‘hedge clauses’ to the extent that they may be found impermissible going forward.
Nerd's Eye View
DECEMBER 12, 2022
We will also be hiring a new Director of Advisor Education, Instructional DesigNerd, and Director of Advisor research soon to support our efforts to provide the best educational content for Advicers. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Read More.
Nerd's Eye View
JANUARY 16, 2024
What's unique about Thomas, though, is how he's been able to use social media, and Twitter in particular, to attract over 170 new prospects this year alone by educating, nurturing, and making a lasting impression on his followers, with relatively short blog posts that seem rather 'simple' but hit his specific prospects' pain points, so that they when (..)
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