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Nerd's Eye View
MARCH 10, 2025
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.
Wealth Management
AUGUST 12, 2025
The best financial advice still comes from someone who knows your story, not from a spreadsheet.” Brandon Galici, founder and financial planner at Galici Financial in San Juan Capistrano, Calif., Advisors Say, Not So Fast Microsoft Report Says AI Will Replace Advisors. Concept of digital social marketing.
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Wealth Management
AUGUST 13, 2025
Dollenmeyer, Megan Vandermeer Aug 13, 2025 9 Min Read Business Planning Related Topics Client Relations Growth Strategies Professional Development Diversity & Inclusion Recent in Business Planning See All Businessman hand holding magnet and magnetizing avatars. Concept of digital social marketing.
Nerd's Eye View
APRIL 8, 2025
And be certain to listen to the end, where Seth shares how he decided to become a Certified Tax Preparer after buying a retiring advisor's tax practice (and why he is planning to earn the Enrolled Agent license to gain more specialized training to better serve his clients' tax preparation needs), how Seth is gaining inroads with churches (and their (..)
Nerd's Eye View
DECEMBER 6, 2023
Notably, while many financial coaches satisfy the majority of these requirements – they are in the business of offering advice to clients and are compensated as such – they often steer clear of making specific securities recommendations, focusing instead on areas like budgeting, debt management, savings, and retirement planning.
Nerd's Eye View
AUGUST 24, 2022
a single person, a couple, a business, or a retirement plan) and the date on which the agreement will become effective. To start, the agreement should contain basic information about the adviser-client relationship, including who the client is (e.g.,
Nerd's Eye View
AUGUST 24, 2022
a single person, a couple, a business, or a retirement plan) and the date on which the agreement will become effective. To start, the agreement should contain basic information about the adviser-client relationship, including who the client is (e.g.,
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