Nerd's Eye View

JUNE 24, 2024

While focusing on promoting the industry more positively may be a helpful (and much-needed) shift, individual advisors and firms can also work collectively to sell financial planning by promoting the value of their firms as a whole and not just by showcasing the talent of individual advisors.

Financial Advice 190

Financial Advice Clients Financial Planning Planning 190

Nerd's Eye View

JANUARY 16, 2024

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman.

Media 246

Media Financial Advisor Financial Planning Planning 246

Nerd's Eye View

MARCH 27, 2023

Accordingly, promoting the brand of the CFP marks to the public can be a good way for advisors to boost their own personal brands in the minds of consumers, and at the same time serve to promote recognition of CFP certification more broadly as a sign of high-quality financial advice (and supporting CFP Board’s own publicity efforts).

CFP 246

CFP Clients Certification Financial Advice 246

Nerd's Eye View

MAY 8, 2023

Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. Besides the fact that many financial advisors don’t hold the necessary credentials (e.g., by tailoring client data-gathering worksheets to focus on the information that is relevant to a client’s tax situation).

Taxes 246

Taxes Financial Planning Clients Financial Advisor 246

Nerd's Eye View

SEPTEMBER 3, 2024

Welcome to the 401st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Zack Hubbard.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Nerd's Eye View

JULY 19, 2022

What's unique about Andrew, though, is how he, as a financial advisor with autism, has built a firm with a specialized niche of autistic and other neurodivergent clients, helping them navigate their unique and complex financial planning challenges.

Financial Advisor 246

Financial Advisor Clients Financial Planning Insurance 246

Nerd's Eye View

FEBRUARY 6, 2023

This month's edition kicks off with the news that the “financial monitoring software” platform Elements has raised $5 million in a seed-extension funding round as it seeks to establish a foothold in the rapidly growing AdvisorTech category of “advice engagement” tools designed to draw clients further into the ongoing (not just (..)

B2B 246

B2B Financial Advice Clients Planning 246

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

Education 242

Education Financial Planning Estate Planning CFP 242

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.

Electronics 237

Electronics Clients Retirement Planning Financial Advice 237

Nerd's Eye View

APRIL 1, 2025

So, whether you're interested in learning about ways to help improve financial communication between members of client couples, the questions that can drive these conversations, or how to incorporate aspects of financial therapy into a practice, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Nick Rodkin.

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

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.

Electronics 229

Electronics Clients Retirement Planning Financial Advice 229

Nerd's Eye View

MARCH 23, 2023

Offering financial advice can mean many things for different financial advisors, and there are many reasons that advisors choose to join the planning profession.

Financial Advice 130

Financial Advice Communication Financial Planning Marketing 130

Nerd's Eye View

OCTOBER 1, 2024

In this episode, we talk in-depth about Gaetano's experience working in insurance sales starting soon after he graduated from college, including why the need to cold-call for business as a relative newcomer was both a challenge and a confidence-builder as he started to gain traction selling insurance products and some standalone financial plans, the (..)

Assets 218

Assets Financial Advisor Insurance Clients 218

Nerd's Eye View

FEBRUARY 26, 2024

In the early days of the financial advice industry, an advisor's options for generating new business were somewhat limited. and learn where the advicer's time and money are best spent as they build and scale their ideal financial planning practices! Read More.

Marketing 244

Marketing Marketing Sales Clients 244

Nerd's Eye View

JANUARY 17, 2024

While it could be decades before we know those answers, at the moment, professionals across every industry, including financial advice, are working to learn how they can leverage this new and remarkable tool to make their practices more efficient. Read More.

Financial Advice 130

Financial Advice Financial Planning Clients Planning 130

Nerd's Eye View

AUGUST 13, 2024

What's unique about Eric, though, is how he has built Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, in large part by cultivating mutually beneficial relationships with the firm's internal CPAs to get them comfortable providing referrals of their accounting clients to his financial planning business.

Financial Advisor 130

Financial Advisor Financial Planning Accounting Planning 130

Nerd's Eye View

JULY 2, 2024

We also talk about how Kristopher's firm has attracted clients within its cross-border US-UK specialization, including by establishing relationships early on with accountants and estate attorneys who were also just starting their practices and working with similar expatriate clients (creating a healthy system of cross-referrals as each of those professionals' (..)

Financial Advisor 166

Financial Advisor Clients Planning Wealth Management 166

Nerd's Eye View

DECEMBER 6, 2022

Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Clients 130

Clients Financial Advice Financial Advisor Consulting 130

Nerd's Eye View

AUGUST 26, 2024

For most of its history, the financial advice industry has been very slow to change.

Communication 146

Communication Commission Financial Advice Planning 146

Midstream Marketing

NOVEMBER 5, 2024

Introduction In the busy world of financial advice, it’s important to stand out. If you are a financial advisor looking to grow your client base and make a real impact, you need to learn good marketing strategies. For financial planning, you might target young professionals in New York City.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

Steve Sanduski

MAY 16, 2023

Put your client’s life at the center of the planning conversation. AI will accelerate the commodification of investing and “money-based financial planning.” If you’re hanging your hat on “retirement income distribution planning,” or answering the question, “Do I have enough money to retire?” The sky is falling!

Planning 52

Planning Financial Planning Financial Advisor Financial Advice 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Nerd's Eye View

MARCH 21, 2023

Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms. My guest on today's podcast is Brenda Hiscock.

Financial Advice 246

Financial Advice Insurance Financial Planning Financial Advisor 246

The Big Picture

OCTOBER 19, 2022

They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. RITHOLTZ: That leaves a mark when it comes time to — you add in tax loss harvesting, and just helping with having a financial plan. Just go with your business plan.” RAMPULLA: Yeah.

Clients 277

Clients Financial Advisor Taxes Investing 277