Nerd's Eye View

NOVEMBER 14, 2023

Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households.

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

Nerd's Eye View

AUGUST 11, 2022

Many clients seek financial advisors for their expertise and their abilities to guide them through financial decisions. However, for some clients, the ambiguity that inevitably arises from uncertain outcomes can be very distressing, especially when it comes to investments during volatile times.

Clients 189

Clients Financial Planning Communication Financial Advisor 189

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.

Clients 246

Clients Financial Planning Planning Financial Advisor 246

Nerd's Eye View

AUGUST 15, 2023

and how hiring not just an assistant, but someone with a strategy mindset who was determined to grow in and with the company, proved pivotal to the growth of MainStreet Financial and led to a successful, naturally integrated succession plan when Jim's assistant-turned-partner eventually bought him out nearly 8 years later. Read More.

Fee Only 246

Fee Only Clients Financial Planning Financial Advisor 246

Nerd's Eye View

JULY 8, 2024

Additionally, the upcoming Kitces Value Summit, coming December 12 , 2024, will tackle how real advisors provide and communicate their ongoing value to their clients. Additionally, the upcoming Kitces Value Summit, coming December 12 , 2024, will tackle how real advisors provide and communicate their ongoing value to their clients.

Ethics 237

Ethics Education Financial Advice Communication 237

Abnormal Returns

DECEMBER 5, 2022

(bloomberg.com) Charitable giving strategies are as varied as the client. riabiz.com) Communication Having a public presence can be scary for advisers. wealthmanagement.com) Should you write your clients an annual letter? spilledcoffee.substack.com) How much should clients know about their adviser? investmentnews.com).

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

Indigo Marketing Agency

MARCH 14, 2023

As a financial advisor, it’s crucial to effectively communicate this event to your clients to help them understand the potential impact it may have on their investments and overall financial well-being. Proactive communication is good client service. Staying in touch results in fewer phone calls and panicked clients.

Communication 98

Communication Banking Clients Financial Advisor 98

Abnormal Returns

SEPTEMBER 4, 2023

Podcasts Jason Wenk and Dasarte Yarnway talk about how to approach client meetings. kitces.com) UHNW clients A Q&A with Jill Shipley, managing director and head of governance and education at AlTi-Tiedemann Global about charitable giving. flowfp.com) How the relationship between a client and adviser changes pre-retirement.

Financial Planning 264

Financial Planning Estate Planning Retirement Planning 264

eMoney Advisor

APRIL 4, 2023

1 But have you been putting any effort into ensuring you will continue to work with the heirs of this wealth when your older clients hand it over? Financial advisor client education can play a crucial role in providing the knowledge and life skills they’ll need to oversee and sustain their inherited wealth.

Education 97

Education Financial Advisor Clients Planning 97

Nerd's Eye View

FEBRUARY 9, 2023

While finding prospective clients who are a good fit for the firm can be challenging, what can be even more challenging is letting a prospect who doesn’t meet the firm’s asset minimum requirements know that they wouldn’t be a good fit for the firm.

Assets 246

Assets Communication Financial Advisor Financial Planning 246

Don Connelly & Associates

DECEMBER 30, 2024

As a financial advisor, its essential that your clients ask questions. Every question a client asks is an opportunity to educate them, which is a good thing. When your clients are comfortable enough with you to ask questions, its a sign of a healthy advisory relationship.

Clients 52

Clients Education Financial Advisor Management 52

Nerd's Eye View

SEPTEMBER 21, 2022

So for advisors, it may be worth exploring whether there is anything to be learned from Ramsey's approach to financial advice – even if they may disagree on the details, advisors may find in Ramsey's advice a new and perhaps better way to communicate with (and motivate) clients. Read More.

Financial Planning 246

Financial Planning Planning Financial Advice Clients 246

Nerd's Eye View

APRIL 30, 2024

Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households.

Financial Advisor 246

Financial Advisor Clients Retirement Planning 246

Midstream Marketing

DECEMBER 26, 2024

Introduction and Key Highlights In todays challenging landscape, standing out and building meaningful client connections is essential. Forefield Advisor Marketing is a powerful suite of tools for financial professionals, aimed at enhancing client engagement and driving business growth.

Marketing 52

Marketing Marketing Communication Advertising 52

Nerd's Eye View

MAY 31, 2024

Going beyond FPA’s existing PlannerSearch tool, the narrowed-down list is meant to help consumers identify a focused subset of the most reputable planners.

Financial Planner 236

Financial Planner Ethics Financial Advisor Taxes 236

Nerd's Eye View

MAY 16, 2023

In this episode, we talk in-depth about how, despite not implementing an AUM model, Jim’s firm was independently valued at $31 million of enterprise value based on the strength and growth rate of their retainer-based pricing model, how Jim arrived at his retainer-based model that charges $4,000, $6,000, or $10,000 per month to cover the breadth (..)

Valuation 246

Valuation Financial Advisor Financial Planning Recruitment 246

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

Indigo Marketing Agency

FEBRUARY 19, 2025

5 Proven Marketing Strategies for Financial Advisors to Boost Client Acquisition In her classic hit song Nothing Can Come Between Us, Sade was right when she sang, Its about trust. Host Educational Webinars Webinars are a powerful way for financial advisors to connect with potential clients and build trust. Authenticity is key.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. The secret?

Clients 52

Clients Planning Education Communication 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. The secret?

Clients 52

Clients Planning Education Communication 52

Don Connelly & Associates

MARCH 10, 2025

Financial advisors looking for an edge in influencing their clients decision-making need look no further than behavioral finance. Behavioral finance is a game-changer for advisors seeking to deepen client relationships and drive better decision-making outcomes.

Clients 52

Clients Financial Advisor Investments Investing 52

Nerd's Eye View

FEBRUARY 28, 2024

Initial outreach to a financial advicer rarely (if ever) results from a prospective client waking up in the middle of the night in a cold sweat because they just figured out that they're in desperate need of a comprehensive financial plan. The "it seems" framework is particularly useful when prospects need help prioritizing multiple goals.

Planning 246

Planning Financial Advice Financial Planning Clients 246

FMG

SEPTEMBER 16, 2022

While presentations and town hall meetings still have their place in today’s event landscape there are better ways to host memorable client events. First, let’s talk about some of the benefits of hosting a client event , and then we will cover some creative ways to get your clients and their families involved. Networking Events.

Clients 108

Clients Food Education Retirement Planning 108

Don Connelly & Associates

JUNE 24, 2024

Even though overeducating your clients can intimidate or overwhelm them into analysis paralysis or lost trust, still, one of your critical roles as a financial advisor is empowering your clients to make informed decisions. Financial advisors who prioritize client education foster trust and instill confidence in their clients.

Education 52

Education Financial Advisor Clients Communication 52

Million Dollar Round Table (MDRT)

NOVEMBER 27, 2022

Try these three ideas when working with clients to take you to the next level in your career. I can embed this into my website, and my marketing team can send the link out to our clients, so they can schedule to meet when it is most convenient for them. How am I growing to help my clients to grow their results? Better booking.

Clients 94

Clients Wealth Management Communication Financial Advisor 94

FMG

JANUARY 23, 2025

In the competitive financial industry, staying ahead means mastering client engagement and refining marketing strategies. Marketing for financial advisors in 2025 will require a sharp focus on effective communication, personalized client experiences, and smart use of technology. Clarify your objectives. Master the 5-second test.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Nerd's Eye View

DECEMBER 28, 2023

And what if we could apply this perspective not just to how we spend our money, but also to how we use our talents and spend our time as well?

Investments 243

Investments Investing Communication Education 243

BlueMind

OCTOBER 25, 2022

Category: Clients Risk. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. This will allow you to get a general sense of where your client’s risk tolerance stands.

Risk Management 97

Risk Management Clients Risk Tolerance Management 97

Don Connelly & Associates

FEBRUARY 3, 2025

A significant challenge for financial advisors is translating complex financial concepts into terms clients can easily digest. For many, presentations serve as an effective medium for closing the gap between what advisors know and what clients can understand.

Financial Advisor 52

Financial Advisor Clients Education Communication 52

Midstream Marketing

NOVEMBER 26, 2024

Why Marketing to RIAs is Important In the tough financial services world, RIAs need to focus on attracting and keeping clients. They can create brand awareness and build strong client relationships. It also helps them find the right clients and reach their business goals. They need to always put their clients’ needs first.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

Don Connelly & Associates

APRIL 28, 2025

What does this mean for your clients? Successful advisors go beyond reacting to short-term events such as market volatility and its impact on client portfolios. As a financial advisor, you are tasked with helping clients navigate complex and ever-changing economic landscapes.

Economics 52

Economics Financial Advice Financial Advisor Clients 52

Steve Sanduski

APRIL 8, 2025

Maintaining a consistent client experience while growing. Building your credibility as a thought leader via marketing and educational events. Transitioning clients between advisors and managing referrals who come to the firm expecting to work with the boss. The questioning is a client experience.

Engineering 52

Engineering Communication Financial Planning Clients 52

WiserAdvisor

FEBRUARY 21, 2023

Educate the elderly on ways to protect and defend themselves Educating the elderly on the warning signs of financial abuse is the first step in eradicating such disputes. They can easily keep track of transactions, identify any changes or miscalculations, and help their clients take timely actions to spot any kind of misuse.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Indigo Marketing Agency

JANUARY 25, 2022

But as a financial advisor, how should you communicate with your clients about market volatility? And can you use the events to find opportunities to get new clients? But your clients are likely nervous about the recent market volatility and may want to hear from you. Why You Should Communicate During Volatility.

Communication 52

Communication Clients Marketing Marketing 52

FMG

DECEMBER 10, 2024

Are you looking for a unique way to strengthen client connections? Hosting a holiday event not only showcases your gratitude but also reinforces your personal connection with your clients. Family-Friendly Events Brunch with Santa Delight clients and their families with a festive brunch featuring a special guestSanta Claus!

Financial Advisor 52

Financial Advisor Clients Education Planning 52

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. Starting Out clients are typically focused on beginning to build wealth.

Financial Planning 95

Financial Planning Clients Planning Education 95

Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52