Nerd's Eye View

SEPTEMBER 13, 2023

Instead, advisors can take a more direct approach in introducing the next steps to becoming a client during a discovery meeting to keep the momentum going and potentially increase the chances that the prospect will become a client.

Financial Planning 246

Financial Planning Sales Planning Clients 246

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. Read More.

Fee Only 246

Fee Only Clients Financial Planning Financial Advisor 246

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner 246

Financial Planner Commission Communication Financial Advisor 246

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. kindnessfp.com) DPL Financial Partners saw a big boost in annuity sales in 2023. investmentnews.com) Don't let a lack of fee transparency prevent you from gaining new clients.

Wealth Management 262

Wealth Management Retirement Communication Financial Planning 262

Nerd's Eye View

OCTOBER 2, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Nerd's Eye View

OCTOBER 4, 2024

Further, Artificial Intelligence (AI) was the most cited factor driving industry growth during the next 3 years, with client data integration as a primary area for improvement, suggesting an opportunity for AI tools to help advisors make the most of the significant amount of client data they possess (possibly saving time in the process) and potentially (..)

Financial Planner 246

Financial Planner Retirement Planning Clients Retirement 246

Nerd's Eye View

AUGUST 25, 2022

Historically, the career path for newer financial advisors has followed a commission-based model that was focused on sales and business development first and learning the technical aspects of financial planning along the way. Read More.

Financial Planning 244

Financial Planning Clients Planning Commission 244

Nerd's Eye View

AUGUST 25, 2022

Historically, the career path for newer financial advisors has followed a commission-based model that was focused on sales and business development first and learning the technical aspects of financial planning along the way. Read More.

Financial Planning 242

Financial Planning Clients Planning Commission 242

Abnormal Returns

DECEMBER 4, 2023

standarddeviationspod.com) Brendan Frazier on getting clients to actually implement your advice. citywire.com) Why a sales mindset can be antithetical to a fiduciary practice. institutionalinvestor.com) Why RIAs need to be more mindful of off-platform communications. Podcasts Daniel Crosby talks with Ali McCarthy.

Wealth Management 258

Wealth Management Financial Advice Financial Advising Communication 258

Trade Brains

JULY 27, 2022

Tata Communications Vs Tata Teleservices: The Tata Group is one of the oldest and most prestigious business groups in India. Two companies -Tata Communications and Tata Teleservices in the telecom and media sector have given multibagger returns in the past five years. Tata Communications. Keep reading to find out! Data Business.

Communication 113

Communication Engineering Media Government 113

Nerd's Eye View

JANUARY 22, 2024

selling and trading) or on sales-oriented advice that centered on implementing insurance products. While this shift has enriched the advisor's role, it has also introduced challenges in aligning the advisor's offerings with the nuanced needs of HNW prospects and clients.

Financial Advisor 246

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 246

Nerd's Eye View

NOVEMBER 20, 2023

As marketing and prospecting processes become increasingly digital for financial advisors, many prospective clients learn about advisors and what they offer not from an introductory call, webinar, or speaking event but from the advisor's website itself. As a starting point, a well-built Process page performs 4 critical functions.

Clients 246

Clients Financial Advisor Communication Consulting 246

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 238

Financial Planner Ethics Taxes Clients 238

Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. Which, in turn, has prompted some to wonder if firm owners have a specific obligation to their profession to hire and train next-gen talent. Read More.

Financial Planner 246

Financial Planner CFP Professional Services Certification 246

Million Dollar Round Table (MDRT)

NOVEMBER 6, 2023

A personal brand allows you to consistently communicate what makes you different from your competitors. In the attraction model, clients know, trust and respect you before meeting you. In the attraction model, clients know, trust and respect you before meeting you. This greatly increases your chances of a sale.

Clients 104

Clients Communication Financial Advisor Media 104

Million Dollar Round Table (MDRT)

AUGUST 4, 2024

By Matt Pais, MDRT Senior Content Specialist Even the most successful advisors appreciate the value of a good sales idea. When given these choices, clients contextualize the options and tend to purchase more. These are a few favorites from MDRT members: Prospecting tips Prospecting is a numbers game.

Sales 101

Sales CFP Numbers Clients 101

Million Dollar Round Table (MDRT)

OCTOBER 1, 2023

By Mike Beirne, MDRT Round the Table editor As there are many types of clients in a range of demographics, there also are a variety of ways to communicate with them. Allocating retirement planning I introduce asset allocation with clients by dividing retirement life into two parts: basic life and high-quality life.

Clients 101

Clients Asset Allocation Retirement Planning Transportation 101

Investment Writing

SEPTEMBER 3, 2024

Financial Blogging’s paperback version is on sale direct from the author for shipment within the U.S. you can buy a paperback copy of Financial Blogging: How to Write Powerful Posts That Attract Clients for only $27 including shipping. The sale price is available only if you contact the author directly. as long as supplies last.

Sales 105

Sales Clients Engineering Communication 105

Million Dollar Round Table (MDRT)

JUNE 22, 2025

By Matt Pais, MDRT senior content specialist Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members: Kick into high-gear I like to compare financial plans to soccer teams.

Sales 52

Sales Financial Planning Planning Portfolio 52

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. But thats not even the biggest challenge you face with winning more clients.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Million Dollar Round Table (MDRT)

SEPTEMBER 24, 2024

By Bryce Sanders If you’re giving clients and prospects too many choices, they may freeze and not make any decisions because they don’t understand the differences in the choices. They then may pick none, meaning there is no sale. To overcome this, simplify the process for clients.

Clients 104

Clients Government Banking Sales 104

Nerd's Eye View

FEBRUARY 13, 2024

Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend.

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

Nerd's Eye View

JUNE 13, 2024

As the financial advice industry continues to move toward providing full-blown professional services rather than focusing primarily on product sales, advisory (advicery?) firms are increasingly experiencing similar stages of growth in their practices.

Professional Services 189

Professional Services Financial Advice Clients Communication 189

Million Dollar Round Table (MDRT)

JULY 25, 2023

Savage’s book, “The Easy Sale,” explained how he sold as a life insurance agent. You’re not impressing clients or prospects with big words. When you’re talking to potential clients, speak their language. For me, I think of it that you talk to clients the way that you’d like to hear advice from a doctor.

Sales 98

Sales Medicine CFP Medical 98

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 95

Clients Wealth Management Communication Education 95

Million Dollar Round Table (MDRT)

FEBRUARY 11, 2024

By Michael DePilla, MDRT in-language content strategist You’ll experience better client retention when you relate well with clients. Try one — or all — of these three ideas from MDRT members to connect better with your clients. We always use a lot of analogies because clients get confused very quickly.

Clients 103

Clients Sales Communication 103

Nerd's Eye View

AUGUST 20, 2024

Kelli is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based in Long Beach, California, that oversees $3.1 billion in assets under management for 750 client households. Welcome to the 399th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kelli Kiemle. Read More.

Financial Advisor 130

Financial Advisor Clients Sales Engineering 130

Million Dollar Round Table (MDRT)

NOVEMBER 16, 2023

Many times, though, they’ll tell me they’re really “bad at sales” or “bad at closing.” If it happens often, it can paralyze you from asking for the sale with confidence — and prospects notice the lack of confidence. You can’t stop needing a sale, but you can stop projecting that need by focusing on what prospects need.

Sales 105

Sales Commission Financial Advisor Insurance 105

Steve Sanduski

OCTOBER 27, 2024

In today’s fast-paced financial landscape, systematizing your office is essential for efficiency and delivering exceptional client service. This not only helps in providing better service to clients but also enhances the overall productivity of the office. 01 Why is systematizing your financial advisory firm important?

Clients 64

Clients Financial Advisor Management Accounting 64

Nerd's Eye View

APRIL 18, 2024

For over a decade, the financial advice industry has been bracing for an "any-minute-now" tsunami of advisor retirements and concomitant sales of financial planning practices. Which begs the question, to what extent should an advisory firm owner discount the sale price of their firm for a next-gen successor?

Planning 130

Planning Valuation Sales Clients 130

Nerd's Eye View

MAY 28, 2024

billion in assets under management for approximately 4,700 client households. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 Read More.

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Nerd's Eye View

MAY 28, 2024

billion in assets under management for approximately 4,700 client households. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 Click the icon below to listen.

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Nerd's Eye View

JUNE 4, 2024

Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. My guest on today's podcast is Freeman Linde. Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JUNE 4, 2024

Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. My guest on today's podcast is Freeman Linde. Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

AUGUST 19, 2024

Founding owners of financial advisory firms often spend much of their time focusing on the short-term aspects of running their business, from providing high-quality client service to pursuing client growth. metrics like revenue, profit, impact, clients, or team size), and a timeline for when the goals should be achieved.

Planning 130

Planning Risk Tolerance Clients Valuation 130

Zoe Financial

FEBRUARY 24, 2025

Economic Update: Walmart Earnings : Reported lower-than-expected sales guidance, indicating potential weakness in U.S. Retail Sales Report : Previous week’s data showed signs of weakness. consumer spending. Russian-Ukraine War: Optimism around a potential resolution has disproportionately benefited European equities.

Marketing 52

Marketing Marketing Healthcare Taxes 52

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And it was this combination of being, like I said, kind of geeky, kind of quanti, but then being client-facing. I want to be client-facing.

Clients 299

Clients Wealth Management Banking Investments 299