Nerd's Eye View

SEPTEMBER 2, 2022

Also in industry news this week: How enforcement of FINRA Rule 4111 could further the decline in the number of broker-dealers and registered representatives. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.

Financial Planner 197

Financial Planner Strategic Planning Retirement Planning Retirement 197

Nerd's Eye View

NOVEMBER 17, 2022

This can emerge as procrastination, overanalysis, or becoming occupied with any number of tasks that they feel are necessary to complete first (such as ensuring every minute detail has been thoroughly examined and vetted) before taking any steps toward executing the actual idea being considered.

Strategic Planning 188

Strategic Planning Planning Financial Advisor Communication 188

Nerd's Eye View

MARCH 28, 2023

In this episode, we talk in-depth about how, through a series of Google Sheets, Erica helps advisory firms begin to track each of the steps in their marketing funnel, analyze how successful those steps are in turning a lead into client, and develop strategies to help improve those metrics, why Erica focuses on 5 key marketing metrics of stick rate, (..)

Marketing 193

Marketing Marketing Financial Advisor Strategic Planning 193