Clients Related Topics 
Nerd's Eye View
APRIL 23, 2025
During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. But even when a client agrees with the reasoning in the moment, the anxiety often lingers.
Nerd's Eye View
APRIL 23, 2025
During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. But even when a client agrees with the reasoning in the moment, the anxiety often lingers.
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Wealth Management
JUNE 9, 2025
Financial advisors should prioritize charitable giving discussions to meet growing client interest and strengthen relationships with younger generations.
Nerd's Eye View
MARCH 10, 2025
In a firm's early years, there tends to be more room for experimentation, with advisors adding new services to provide value and attract clients. The best roadmap for focusing an advisory firm will reflect how to do more of what clients value and scale back on what they don't use or appreciate.
Speaker: Mark Stovel
Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs. 🌎 Understand your offering’s role in the client’s success, creating lasting value. Register now!
Nerd's Eye View
DECEMBER 12, 2024
There's an old joke in the financial planning industry that the ideal client is "anyone with a pulse". However, as their firms mature, advisors often notice a divide manifesting between newer clients paying higher fees and 'legacy clients' from the early days paying discounted rates. take a physical and emotional toll.
Nerd's Eye View
JUNE 4, 2025
When a financial advisor transitions from one firm to another, they're often offered incentives by the new firm based on how much client revenue they bring with them. The challenge, however, is that advisors generally don't have the legal authority to simply transfer clients to a new firm.
Speaker: Lynnette Khalfani-Cox, The Money Coach®
Lynnette Khalfani-Cox, The Money Coach®, will answer these questions and more – giving you insights into the consumer mindset along with proven strategies for nurturing trust and client- building in underserved markets. February 21, 2023 at 9:30 am PST, 12:30 pm EST, 5:30 pm GMT
Speaker: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? Join Ashley Harlan, CFO and financial strategist, to learn: 📈 Proven methods to prepare clients for long-term financial leadership transitions. Ready to lead with impact? Register today!
Speaker: Rita Keller - President of Keller Advisors, LLC
You're known as the “go-to” person when a client is faced with tax and financial decisions. You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You have a very successful firm -- but that’s not enough.
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Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before.
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