Clients Related Topics 
Nerd's Eye View
NOVEMBER 8, 2023
For instance, after a lifetime of 'maximizing' their finances (likely seeing their net worth increase steadily over time), some clients might find it difficult to see their portfolio balances decline in retirement as they draw down their assets to support their lifestyles. On the behavioral side, clients could 'practice' retirement (e.g.,
Nerd's Eye View
NOVEMBER 13, 2023
Traditionally, financial planning meetings have been held face-to-face in an advisor's office, and over the years, a body of research has emerged showing that how the advisor's office is laid out can have a significant impact on how clients perceive the advisor, their mood during the meeting, and even their resulting financial planning decisions.
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Nerd's Eye View
AUGUST 16, 2023
Financial advisors create value for clients not only by giving good advice, but also by ensuring that the advice they give is actually implemented. Ultimately, clients often come to advisors in the first place because, at least on some level, they are motivated to make a change.
Nerd's Eye View
OCTOBER 5, 2023
For many financial advisors, financial planning advice traditionally focuses on optimization: tax-efficient, continually rebalanced portfolios are often designed to maximize a client's wealth throughout retirement. Which can help clients narrow down what really matters to them most.
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
Abnormal Returns
FEBRUARY 13, 2023
kitces.com) Matt Reiner talks client expectations with Daniel Crosby who is the Chief Behavioral Officer at Orion Advisor Solutions. etf.com) Things to keep in mind when direct indexing a client's portfolio. fa-mag.com) How to advise clients in the government Thrift Savings Plan. forbes.com) A ten-point Medicare primer.
Nerd's Eye View
NOVEMBER 15, 2023
As a result of this attention, advisors are seeing an uptick in questions from their clients – and may have questions about their own businesses – regarding whether or not the ERC is really legitimate, who can actually claim it, and whether it's worth pursuing either way.
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.
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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