Nerd's Eye View

FEBRUARY 18, 2025

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.

Financial Planning 148

Financial Planning Clients Planning Wealth Advisor 148

Wealth Management

DECEMBER 21, 2023

Education about gold investments is key to ensuring clients have a well-balanced portfolio that can withstand economic fluctuations.

Portfolio 289

Portfolio Clients Education Economics 289

Wealth Management

OCTOBER 27, 2023

Advisors at Nitrogen's Fearless Investing Conference discuss empowering clients through education, confidence-building, and clarity in decision-making.

Clients 289

Clients Investing Investments Education 289

Nerd's Eye View

APRIL 28, 2025

An advisory firm's website often serves as the hub for attracting new clients, with various forms of content acting as 'spokes' that attract prospective clients to the firm. By aligning website content to the AIDA journey, firms can engage visitors in a way that encourages them along a sequential path toward becoming clients.

Clients 148

Clients Marketing Marketing Financial Advisor 148

Nerd's Eye View

SEPTEMBER 6, 2023

Financial advisory clients are routinely concerned about lurking threats to their hard-earned wealth in the form of a large unforeseen judgment on a liability claim. While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth.

Education 246

Education Assets Clients Estate Planning 246

Wealth Management

MAY 19, 2023

Education on key asset allocation strategies is necessary to get clients ready for their golden years.

Clients 290

Clients Asset Allocation Retirement Education 290

Nerd's Eye View

APRIL 29, 2025

Gideon is the CEO of Drucker Wealth, a hybrid advisory firm based in New York City, that oversees approximately $1 billion in assets under management for 800 client households.

Clients 130

Clients Financial Advisor Planning Assets 130

Million Dollar Round Table (MDRT)

NOVEMBER 10, 2024

By Carmen Wong, MDRT media relations specialist Your clients probably are familiar with badges of quality like the J.D. Would they also know that you are part of a global network that gives its members exclusive access to resources, educational opportunities and collective knowledge?

Clients 98

Clients Ethics Education Media 98

Nerd's Eye View

JANUARY 10, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits (..)

Financial Planner 189

Financial Planner Clients Financial Advice Numbers 189

Nerd's Eye View

APRIL 24, 2023

Financial advisors will sometimes talk about ‘bad’ clients who don’t act on the advice being provided. Advice Engagement is a framework that can help advisors address the challenge of motivating clients. by ensuring that clients receive information in a way that is useful for them); education (e.g.,

Financial Planning 246

Financial Planning Clients Planning Education 246

Nerd's Eye View

APRIL 22, 2025

Vanessa is the CEO of Expressive Wealth, an RIA based in Chicago, Illinois, that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core' ultra-high-net-worth families.

Clients 130

Clients Planning Estate Planning Communication 130

Million Dollar Round Table (MDRT)

APRIL 6, 2025

Liddell, BS As we all do, your clients experience the joys and challenges of lifes many different stages. Because I practice holistic financial planning, I help clients navigate through all of this. Creating wisdom teams To fully serve my clients in this capacity, I encourage my clients to have a wisdom team.

Clients 87

Clients Education Financial Advisor Financial Planning 87

Nerd's Eye View

MAY 16, 2025

Notably, though, this legislation is subject to change as it appears headed for a vote in the full House and as the Senate considers its own version of the tax legislation.

Financial Planner 148

Financial Planner Financial Advice Education Taxes 148

Wealth Management

AUGUST 31, 2023

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

Portfolio 290

Portfolio Education Clients Investing 290

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

JUNE 28, 2023

One of the key steps in the financial planning process is presenting the plan to the client, which has traditionally been done as part of a single 'plan presentation' meeting that takes place once the advisor has gathered and analyzed all of the client's data.

Planning 246

Planning Clients Financial Planning Education 246

Wealth Management

NOVEMBER 14, 2024

The influence of content marketing goes well beyond simple brand awareness; it is a crucial asset for educating, engaging and building trust with both prospective clients and colleagues.

Marketing 312

Marketing Marketing Education Assets 312

The Big Picture

MARCH 31, 2025

A quick note on tariffs : Over the past few weeks, I’ve been putting together my quarterly call for clients. Its not the same thing in theory, but in practice, especially with the chatter of reducing income taxes, it feels that way: European consumption tax minus the universal health care, education, and retirement benefits.

Taxes 304

Taxes Economics Education Planning 304

Nerd's Eye View

OCTOBER 23, 2024

Though in practice, while a 1% AUM fee is a common 'starting point' in the industry, the actual fee structure can vary based on the firm's approach; for example, some firms may reduce the fee for high-net-worth clients, or charge an additional fee for separate and additional services (from deeper financial planning to add-ons like tax preparation).

Clients 246

Clients Financial Advice Financial Planning Financial Advisor 246

Nerd's Eye View

JULY 19, 2023

Continuing Education (CE) requirements are common for many professions, but historically there has been no minimum CE requirement for individual Investment Adviser Representatives (IARs) of advisory firms. While holders of certain credentials (e.g.,

Education 49

Education Investments Investing CFP 49

Wealth Management

MARCH 19, 2024

Learn how Advyzon's commitment to client education and product innovation wowed at their inaugural event.

Education 306

Education Clients 306

Nerd's Eye View

MARCH 26, 2025

Recent swings have been driven by economic policy shifts, persistent inflation concerns, and geopolitical uncertainty – all of which may unnerve even the steadiest of clients. During turbulent periods like these, advisors play a critical role in helping clients maintain perspective and stay grounded. Read More.

Clients 219

Clients Marketing Marketing Economics 219

Wealth Management

SEPTEMBER 25, 2024

Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.

Financial Planning 277

Financial Planning Wealth Management Education Planning 277

Nerd's Eye View

OCTOBER 4, 2022

Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich , and the owner of the online platform of the same name that offers financial education content and programs to consumers so they can get refocused on their personal finances and the things they love. Read More.

Clients 246

Clients Financial Advisor Education Retirement 246

Wealth Management

JUNE 21, 2023

This Annuity Awareness Month, educate your clients on all their retirement savings options.

Education 294

Education Retirement Clients 294

Nerd's Eye View

JULY 19, 2022

Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households.

Financial Advisor 246

Financial Advisor Clients Financial Planning Insurance 246

Nerd's Eye View

AUGUST 30, 2022

What's unique about Ed, though, is how as a former financial advisor turned financial therapist, he utilizes couples therapy techniques to help his clients dig deeper into the issues in their lives that may be preventing them from implementing their financial planning recommendations and helps them get unblocked to achieve their financial goals.

Clients 244

Clients Financial Advisor Financial Services Financial Planning 244

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

eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. After that first year, we went a little more niche and focused on different types of clients.

Education 103

Education Financial Planning Clients Planning 103

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

MAY 13, 2025

Ed is the president of Ed Slott And Company, a financial education company based in Rockville Centre, New York that offers seminars and newsletters for financial advisors and consumers focused primarily on IRAs.

Financial Advisor 130

Financial Advisor Accounting Education Estate Planning 130

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.

Fee Only 246

Fee Only Clients Financial Planning Financial Advisor 246

NAIFA Advisor Today

APRIL 23, 2025

Every day, 10,000 Baby Boomers become eligible to claim Social Security, creating an opportunity for financial professionals to guide clients through one of the most important steps in their retirement journey. NAIFA Members may access the webinar here.)

Retirement 98

Retirement Education Clients 98

Wealth Management

JANUARY 26, 2023

Jason Diamond provides a quick yet thorough education on the continually evolving independent space answering the questions that many advisor-clients ask during due diligence.

Education 259

Education Clients 259

Nerd's Eye View

JULY 11, 2023

Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households.

Clients 189

Clients CFP Financial Advisor Education 189

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 239

Ethics Education Financial Advice Taxes 239

Nerd's Eye View

SEPTEMBER 27, 2023

When it comes to advising clients on student loan issues, many financial advisors might first think about recent graduates seeking advice regarding the most effective way to pay down their balances. Read More.

Education 246

Education Financial Advisor Planning Clients 246