Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Nerd's Eye View

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings. Read More.

Planning 246

Planning Distribution Assets Retirement Planning 246

Nationwide Financial

MARCH 13, 2023

As a financial professional, one of the most important things you can do for your clients is to help them manage their debt effectively and work toward building financial security. 1 Debt can feel like an overwhelming obstacle for many people, and it can be difficult to manage alone.

Client Management 69

Client Management Clients Management Debt Management 69

Nationwide Financial

AUGUST 14, 2022

National Financial Awareness Day is a great time for clients to reflect on their financial practices and plan for a more secure future. Setting goals, making small changes, and talking to you, their trusted advisor, can help clients build confidence in their own financial literacy. Retirement Planning.

Clients 59

Clients Retirement Planning Retirement Budgeting 59

Nationwide Financial

OCTOBER 10, 2022

Financial professionals should talk to clients about implications for their portfolio.”. Many investors may feel good about the plans they’ve made, even if there are some missing pieces in those plans. One area where FPs can help clients is in managing and preserving sources of retirement income.

Financial Planning 90

Financial Planning Retirement Clients Planning 90

FMG

OCTOBER 6, 2022

CRM stands for Customer Relationship Management and is a technology used to manage your advisory’s relationships and interactions with clients. Whenever CRM is mentioned, it’s usually in reference to a tool that can manage customer relationships across an entire lifecycle. What is CRM?

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Nationwide Financial

MAY 16, 2023

To add implications for consumers’ financial futures, many are concerned about their retirement plans. More than half of those surveyed said they are worried about their ability to save for retirement as well as their retirement accounts losing value in the event of a recession. Whether or not the U.S.

Economics 52

Economics Retirement Clients Retirement Planning 52