Nerd's Eye View

OCTOBER 13, 2023

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Financial Planner 215

Financial Planner Financial Planning Client Management Clients 215

Nerd's Eye View

AUGUST 22, 2022

In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).

Clients 226

Clients Management Accounting Economics 226

Nerd's Eye View

AUGUST 22, 2022

In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).

Clients 205

Clients Management Accounting Economics 205

Nationwide Financial

AUGUST 14, 2022

Speaking with clients about their savings goals can be a great way to engage them in basic financial planning and help prepare them for unexpected bills. Although 53% isn’t ideal, this number shows improvement from 35% in 2009. Sticking to a budget can help your clients save a little bit each month and build up their savings.

Clients 59

Clients Retirement Planning Retirement Budgeting 59

WiserAdvisor

FEBRUARY 21, 2023

Some studies also show that by 2034, the number of older adults will outnumber children. Due to the lack of technological know-how in the older generation, many scammers use new-age methods, such as obtaining passwords, account numbers, Social Security numbers, etc., Additionally, it also helps clients manage their money better.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Diamond Consultants

JUNE 28, 2023

In fact, in our most recent Transition Report for Advisors , we determined that wirehouses, regionals, and boutiques have all added a meaningful number of talent to their firms because each offered what advisors desired to achieve their goals with greater control.

Compliance 52

Compliance Recruitment Compensation Planning Clients 52

Good Financial Cents

JANUARY 18, 2023

Knowledge of the insurance industry lets you effectively advise clients on what products and services best suit their needs. Analytics is more than crunching numbers but also about making sense of a situation. A broker needs to be able to assess the financial markets and make sound recommendations for their clients.

Insurance 89

Insurance Consulting Commission Management 89