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Five “Self-Persuasion” Questions To Connect With Prospects Who Say They’re Interested… But Aren’t Moving Forward

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However, not all prospects have immediate financial concerns. While these individuals may genuinely be interested in financial advice, they might also feel ambivalent about the timing, relevance, or ultimate value of working with an advisor. I help clients in retirement by doing X, Y, and Z."). Read More.

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Gathering Feedback That Counts: Crafting Client Surveys To Offer Services That Matter Most

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Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice.

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#FASuccess Ep 416: Avoiding The Compliance Headaches When Going RIA By Choosing A ‘Supported Independence’ Corporate RIA Platform, With Fran Toler

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So, whether you're interested in learning about transitioning from a broker-dealer to a 'supported independence' model, how to choose among available corporate RIA platforms, or how a firm can generate prospect leads by being vocal about its values, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Fran Toler.

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Highlights From The Advise AI Conference 2024

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The possibilities at the intersection of AI and financial advice are exciting – faster processes, better connections, less time on ‘busy work’ – but also come with uncertainty about the future of the field. What might the field of financial advice even look like in 10 years?

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#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

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Welcome to the 432nd episode of the Financial Advisor Success Podcast! Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

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#FASuccess Ep 433: When You 10X Your Advisory Firm To Over $20M Of Revenue…And Want To 10X Again, With Cameron Passmore

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dollars in revenue, and how Cameron's willingness to just meet and get to know other advisors, businesses, and content creators, without having a specific goal in mind, has led to multiple serendipitous business opportunities throughout his career. million U.S.

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Promoting The Financial Advice Industry ‘Sport’ Positively To Build Trust In The Client ‘Fan Base’

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And as independent financial advisors have shifted away from transaction-based roles into more holistic, person-oriented, and advice-centric ones, many marketing campaigns have adopted a 'good guy' (e.g., comprehensive, planning-centric, fee-based advisors) versus 'bad guy' (e.g.,