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.,

Taxes 227

Taxes Financial Planning Financial Advisor Clients 227

Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Read More.

Education 205

Education CFP Certification License 205

Nerd's Eye View

JULY 19, 2022

In this episode, we talk in-depth about how being diagnosed with autism as an adult helped Andrew understand himself better and realize he had an opportunity to niche-focus his firm to serve clients who are also neurodivergent adults, how the combination of creating a separate website for Planning Across the Spectrum and leveraging a Facebook group (..)

Financial Advisor 228

Financial Advisor Clients Financial Planning Insurance 228

Nerd's Eye View

FEBRUARY 6, 2023

For which Elements has positioned itself as an early leader that is now gaining momentum.

B2B 197

B2B Financial Advice Clients Planning 197

Steve Sanduski

APRIL 22, 2024

This range can now serve as a benchmark for your financial advice business. While successful financial advisors “don’t treat their clients like a number,” the numbers don’t lie. Determine Your Optimal Client Fee Range Start with your average fee, let’s say $10,000 per year. Now it’s your turn.

Clients 59

Clients Financial Advice CFP Numbers 59

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 176

Education Financial Planning Estate Planning CFP 176

The Big Picture

OCTOBER 19, 2022

RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. And it was just really fun to build that business. Just go with your business plan.” RAMPULLA: Yeah.

Financial Advisor 280

Financial Advisor Clients Taxes Investing 280

Good Financial Cents

APRIL 19, 2023

You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants!

Accounting 105

Accounting Investing Investments Media 105

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. What if financial advisors gave generously without expecting anything in return? ” Well, now it is.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

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. Uh, Fred said to give me your number.”

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Media Investing Investments Valuation 284