Nerd's Eye View

DECEMBER 11, 2023

For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.

Financial Advisor 201

Financial Advisor Financial Advice Ethics Financial Planning 201

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment. A gap our Kitces Courses aim to fill!

Education 194

Education Financial Planning Estate Planning CFP 194

Indigo Marketing Agency

MAY 5, 2020

I’m a lecturer at UCLA Extension as part of their CFP program in marketing. And I work with 165 top independent financial advisor clients, where we do their marketing for them. And we do everything from run their website, create their content, help them create webinars, do all of their social media postings.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Indigo Marketing Agency

DECEMBER 19, 2022

You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message , he hosted with Indigo founder, Claire Akin. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Lazetta believes that solid financial advice is not just for the 1%.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

eMoney Advisor

NOVEMBER 10, 2022

Prince Rogers Nelson’s death at age 57 was tragic, and the tragedy compounded when it became clear the superstar musician didn’t have an estate plan. With proactive legal and financial advice, the conflict over his name and likeness, large tax bill, and lengthy settlement process wouldn’t have been a foregone conclusion.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am an irreverent and fun marketing consultant for financial advisors. ” Well, now it is.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52