Nerd's Eye View

OCTOBER 9, 2023

Notably, the point of an SEO strategy is to drive users to an advisory firm's website so that those visitors can eventually be converted into paying clients.

Engineering 176

Engineering Financial Advisor Management Clients 176

Nerd's Eye View

JULY 12, 2022

And be certain to listen to the end, where Kamila shares how she was surprised by how much time it takes to manage aspects of her business, like compliance, technology, and having time to learn new industry information in order to build a successful practice, how Kamila now recognizes risk and fear are part of growth and wishes she could have taken (..)

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Nerd's Eye View

OCTOBER 18, 2022

And be certain to listen to the end, where Louis shares why he feels that the financial planning profession is a helping profession and as an advisor it’s important to recognize that providing value in a client’s life can be as simple as giving one’s time and energy to help the client (as that is a rare commodity in life), why Louis (..)

Financial Planning 130

Financial Planning Planning Management Investing 130

Nerd's Eye View

DECEMBER 29, 2022

While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care.

Financial Services 130

Financial Services Financial Advisor Communication Financial Planning 130

Nerd's Eye View

NOVEMBER 29, 2022

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Estate Planning 227

Estate Planning Financial Advisor Financial Services Clients 227

Nerd's Eye View

SEPTEMBER 6, 2022

And be certain to listen to the end, where Andy shares how, even though he intentionally set out to be a solopreneur for the flexibility and control, he is looking to fill the gap of camaraderie and brainstorming that he misses from when he was part of a larger firm, how Andy didn’t realize he was inadvertently creating a virtual practice by (..)

Tax Planning 246

Tax Planning Financial Advisor Financial Planner Retirement 246

Nerd's Eye View

JANUARY 24, 2023

And be certain to listen to the end, where Jennifer shares how she was surprised at how far she has come in her career and business as though she admits she put in the hard work and dedication, she never realized it would lead to her running a multi-million-revenue practice and doing so as a female business owner, how, after discovering a valued, long-time (..)

Management 216

Management Financial Advisor Planning Retirement 216

Nerd's Eye View

AUGUST 30, 2022

We also talk about how, while trying to educate himself on his own personal financial responsibility after receiving a small inheritance and seeing the lifestyle of his own financial advisor as a young adult, Ed was inspired to leave his career as a firefighter and instead pursue a career in the financial services industry, why Ed decided to go further (..)

Clients 172

Clients Financial Advisor Financial Services Education 172

Nerd's Eye View

OCTOBER 11, 2022

And be certain to listen to the end, where Libby shares how she began to track time and energy she was spending on each client, which allowed her to right-size her client load to only serve the ones that she truly enjoyed working with (and not just the ones that were profitable), why Libby believes that, while it is important for advisors to absorb (..)

Financial Advisor 183

Financial Advisor Clients Consulting Financial Services 183

Nerd's Eye View

JANUARY 10, 2023

In this episode, we talk in-depth about how Lisa realized that by visiting Coca-Cola’s headquarters consistently and engaging employees in-person about their financial issues, she could become known as a familiar and trusted financial expert in the Coca-Cola community, how Lisa leveraged writing white papers about preparing for retirement and (..)

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Nerd's Eye View

DECEMBER 6, 2022

In this episode, we talk in-depth about how, while working for LearnVest, Natalie realized that their financial advisors were much more limited by the constraints of data, time, and fees, than the traditional advisor, which inspired her to develop a framework that focuses on providing only the most impactful financial advice to help clients move forward (..)

Clients 130

Clients Financial Advice Financial Advisor Consulting 130

Nerd's Eye View

MARCH 7, 2023

And be certain to listen to the end, where Yonhee shares why she believes that a portion of the industry’s rising level of M&A deals is really a result of inconsistent definitions of advisor titles and insufficient career paths that are failing to nurture newer advisors into the next generation of owners, why Yonhee advises younger, newer (..)

Financial Advisor 130

Financial Advisor Recruitment Clients Financial Services 130

SEI

SEPTEMBER 6, 2022

Financial services organizations are at an inflection point as we usher in a new era of cybersecurity—one requiring a holistic approach. A well-executed plan for when a cyberattack occurs can significantly impact financials and reputation. . The Sphere blog. Build momentum now. .

Budgeting 52

Budgeting Financial Services Healthcare Nonprofit 52

Nerd's Eye View

NOVEMBER 1, 2022

We also talk about how, after selling her first advisory practice, Mindy moved to Seattle where she began consulting and found that by being a CFP without a practice, she was receiving a lot of inquiries to share her expertise (as people seemed to feel more comfortable asking her advice because they knew she was not in the business to sell them anything), (..)

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 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 (..)

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

Nerd's Eye View

JANUARY 3, 2023

And be certain to listen to the end, where Sue shares how, as Delegated Planning has scaled over the years, she has dealt with the difficult task of shifting from being a manager of her growing team into more of a CEO mindset to help scale the business further, why, even though it may feel risky and scary, and requires a lot of preparation, Sue feels (..)

CFP 130

CFP Planning Financial Planning Financial Advisor 130

Nerd's Eye View

DECEMBER 13, 2022

And be certain to listen to the end, where Terry shares the tension he felt when working at a large firm where he was expected to recommend “good enough” products and strategies when he really wanted to be in a position where he could truly say he was performing due diligence across all products to find the best solutions for his clients, (..)

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Steve Sanduski

SEPTEMBER 13, 2023

On today’s show, Louis Barajas discusses how the desire to make a difference in his own community transformed how he felt about financial services. That emotional intelligence becomes even more important as our industry continues to improve its diversity and broaden the impact that we can have on a wider variety of people.

Wealth Advisor 59

Wealth Advisor Wealth Management CFP Financial Services 59

Carson Wealth

DECEMBER 13, 2022

Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. Craig Lemoine, Ph.D., CFP ® , Director of Consumer Investment Research .

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Fortune Financial

SEPTEMBER 25, 2023

Cash Flow Management Efficient cash flow management is crucial for meeting your financial goals. Services may involve optimizing your cash flow to maximize savings and investments while managing day-to-day expenses.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Cash Flow Management Efficient cash flow management is crucial for meeting your financial goals. Services may involve optimizing your cash flow to maximize savings and investments while managing day-to-day expenses.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. By the way, there’s a difference between an entrepreneur and a businessman or a business woman. Different risk tolerance and different business plan. They have a dumb business plan.

Banking 141

Banking Economics Economy Business Planning 141

The Big Picture

OCTOBER 19, 2022

And you know, we’re financial services firm, so growth is good, but you have to have control on processes and quality. You know, you got to make sure you can handle the volumes, both from an investment perspective, but also importantly, from a processing and client service perspective. Just go with your business plan.”

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

Nerd's Eye View

DECEMBER 27, 2022

And be certain to listen to the end, where John shares how witnessing his father go through a layoff in New Zealand after a multi-decade career at a single company, and experiencing two layoffs himself early in his career, helped John see the value in focusing on people going through layoffs because he could connect more deeply with his clients based (..)

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

James Hendries

OCTOBER 4, 2022

financial services companies, automobile manufacturers, and leading national brands worked towards negotiating agreements to partner with Chinese companies. China’s trade relationship with the United States grew at such a rapid pace that it became the chief manufacturer of most imported goods. At the same time, U.S. and Europe.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So it was a great training ground to understand how, you know, theoretics went, went into the practical business. They really encouraged us to, to start businesses. So I remember writing the merger, our business plan there.

Banking 141

Banking Portfolio Assets Investing 141

The Big Picture

JULY 18, 2023

And we have a great leadership team that Stephen Scherr is running that’s doing an exceptional job in prosecuting that business plan. Now what they’ve also done is they’ve worked really hard to build a real financial services sector there. Now, what happened was a bit of luck. Our employees are there.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. We do case studies, idea pitches, mock portfolios, business plans. And that might give me some insight functionally into what I wanted to do next. And at the same time, the dot com bubble collapsed.

Management 141

Management Recruitment Numbers Banking 141

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. I’m like, dude I’m your son. RITHOLTZ: Yes.

Media 278

Media Investing Investments Valuation 278