Wealth Management

JUNE 23, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 bitcoin alternative investments Alternative Investments Young Investor Demand for Alternative Assets Is Reshaping Wall Streets Playbook Young Investor Demand for Alternative Assets Is Reshaping Wall (..)

Assets 279

Assets Wealth Management Financial Advisor Estate Planning 279

Wealth Management

JUNE 27, 2025

Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

Estate Planning 191

Estate Planning Wealth Management Compliance Recruitment 191

Wealth Management

JUNE 24, 2025

It’s very much case-by-case and all anchored back to identifying the strategy that’s going to maximize the success for the client’s financial plan.” We have strategies that use the full principal protection outcomes, all the way up to more conservate, high-single digit protection levels that may have a levered upside.

Marketing 205

Marketing Marketing Wealth Management Estate Planning 205

Wealth Management

JULY 18, 2025

19 Other states, including Arizona and Massachusetts, created career ladders or wage incentives to improve recruitment and retention. Concept of digital social marketing. North Carolina launched a special license designation for care agencies investing in workforce improvements.

Estate Planning 147

Estate Planning Wealth Management Planning Clients 147

Nerd's Eye View

SEPTEMBER 11, 2023

a client service associate to handle various administrative and client communication tasks, or a paraplanner or associate advisor to work on more planning-centric issues such as building out drafts of financial plans).

Financial Planning 246

Financial Planning Planning Recruitment Clients 246

Nerd's Eye View

NOVEMBER 14, 2022

And as the associate gains experience and trust among existing clients, they can gradually take over some of the lead roles themselves, to be supported by new associate advisors of their own – thus allowing the firm to transition its clients from the founder to the next generation of advisors.

Recruitment 238

Recruitment Clients Commission Financial Planning 238

Nerd's Eye View

MAY 16, 2023

Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs. My guest on today's podcast is Jim Dew.

Valuation 246

Valuation Financial Advisor Financial Planning Recruitment 246

Nerd's Eye View

SEPTEMBER 13, 2022

Vest and Financial Network to improve upon or outright establish new advisory platforms within their existing brokerage businesses, and how in three short years, Carolyn built a new training and development platform for LPL’s largest advisors – helping them recruit and retain advisors, create better compensation packages, and even build (..)

Financial Advisor 238

Financial Advisor Financial Services Ethics Recruitment 238

Nerd's Eye View

AUGUST 6, 2024

What's unique about Jaime, though, is how his firm has grown to more than $1 billion in AUM over the past 20 years in part by making a series of 6 acquisitions, typically buying mixed fee-and-commission practices from retiring advisors in his local area and converting them into ongoing recurring revenue financial planning clientele.

Retirement 130

Retirement Commission Financial Advisor Recruitment 130

Nerd's Eye View

SEPTEMBER 28, 2022

In this episode, we talk in-depth about how Joe has witnessed firsthand as an advisory firm owner, and now a partner at a leading global investment management firm, how the financial services industry is evolving in real time as more banks and brokerage firms are truly adopting financial planning and implementing advisory services at national scale (..)

Executive Compensation 130

Executive Compensation Financial Advisor Wealth Management Recruitment 130

Nerd's Eye View

JANUARY 17, 2023

What's unique about Matt, though, is how he and his wife have translated the years of hands-on support they’ve provided to independent advisory firms to improve their operations, tech stack, and overall scalability, into creating an entire community for the industry’s Chief Operating Officers – aptly dubbed as PFI’s “COO (..)

Recruitment 130

Recruitment Consulting Financial Advisor Financial Planning 130