Nerd's Eye View

JULY 23, 2025

For newer financial advisors, few situations feel more daunting than being asked a question in a client meeting that they can't confidently answer. In these high-pressure moments, the fear of appearing unprepared or inexperienced can be overwhelming – particularly when trying to earn the trust of both senior advisors and clients.

Clients 130

Clients Financial Advisor Communication Education 130

Wealth Management

JUNE 27, 2025

The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim AssetMarks Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.

Estate Planning 259

Estate Planning Marketing Marketing Wealth Management 259

Nerd's Eye View

JULY 22, 2025

Dan is the owner of The Exchange, a virtual content platform and community focused on helping financial advisors master client acquisition and relationship building.

Clients 130

Clients Financial Advisor Education Planning 130

Nerd's Eye View

JUNE 12, 2025

As a result, when advisors are tasked with (re-)educating clients about the potential consequences of financial decisions, there may be a disconnect between potential risk and what a client actually experiences. So how can advisors help clients understand dangers they haven't personally encountered?

Financial Planner 130

Financial Planner Clients Tax Planning Planning 130

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 190

Financial Planner Clients Financial Advice Numbers 190

Nerd's Eye View

JUNE 17, 2025

billion in assets under management for 1,800 client households. David is the founder of The Bahnsen Group, an RIA based in Newport Beach, California, that oversees approximately $7.5

Clients 162

Clients Financial Advisor Assets Financial Services 162

Nerd's Eye View

JULY 11, 2025

While the SEC has not released a formal proposal (which would likely offer advisers and other interested parties a chance to air their views on the issue), such a move could prove frustrating for firms forced to switch to state registration (particularly those with clients spread across state lines) as it would potentially require affected RIAs to (..)

Financial Planner 173

Financial Planner Engineering Clients Taxes 173

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 96

Clients Ethics Education Media 96

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 147

Clients Marketing Marketing Education 147

Nerd's Eye View

MAY 19, 2025

In many advisory firms today, associate advisors don't begin with prospecting or running client meetings; instead, they start with back-end technical work, such as financial plan preparation, before gradually developing the strategic and client communication skills needed for greater independence. Read More.

Financial Planning 147

Financial Planning Communication Certification Clients 147

Abnormal Returns

JULY 14, 2025

Podcasts Michael Kitces talks with James Conole, founder of Root Financial, about attracting clients who have engaged with his educational YouTube videos. kindnessfp.com) A child's wedding is a good time to check in with a client. kitces.com) Michael Batnick talks tech overload with Kyle Van Pelt, CEO of MileMarker.

Wealth Management 147

Wealth Management Financial Planner Valuation Communication 147

Indigo Marketing Agency

JUNE 18, 2025

The Best Content for Financial Advisors to Attract Clients in 2025 Does your blog feel stale? That might be why you’re not attracting new clients. Potential clients can see your face, hear your voice, and get a sense of your personality before they ever step into your office. Are your videos getting zero engagement?

Financial Advisor 64

Financial Advisor Clients Education Healthcare 64

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 239

Financial Planner Financial Advice Education Taxes 239

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 297

Taxes Economics Education Planning 297

Wealth Management

JUNE 17, 2025

RIAs can create a potential client stream if they commit to a 401(k) channel that includes participant education and touchpoints, said panelists at Wealth Management EDGE last week.

Retirement Planning 183

Retirement Planning Retirement Wealth Management Planning 183

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

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 79

Clients Education Financial Planning Financial Advisor 79

Indigo Marketing Agency

JUNE 12, 2025

5 Effective Marketing Strategies for Financial Advisors to Reach and Engage A+ Clients As a financial advisor, you’re not looking to work with just anyone. You want your marketing strategies for financial advisors to connect you with the right clients. But how do you attract, engage, and close more of these ideal clients?

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

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

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

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

Wealth Management

JULY 15, 2025

has acquired a team in Hawaii overseeing $430 million in client assets. Creative Planning’s “investment committee approach and dedication to client education align perfectly with our client service philosophy,” Cory Nakamura, chief investment strategist at Mosaic Pacific, said in a statement.

Planning 153

Planning Wealth Management Estate Planning Clients 153

Wealth Management

JUNE 23, 2025

Digital asset adoption is advancing rapidly among investors who are self-educated and actively involved—but that doesn’t mean they want to go it alone,” said Jean-Marie Mognetti, CEO of CoinShares, in a statement. Four in five investors, or 82%, said they would be more likely to work with an advisor who offered guidance on digital assets.

Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

Midstream Marketing

DECEMBER 6, 2024

Explore how to reach potential clients by using educational content and CRM systems. It helps them connect with clients and grow their business. You will find tips to improve your online presence, attract more clients, and create successful campaigns. Clients now want financial advice online.

Marketing 52

Marketing Marketing Media Engineering 52

Midstream Marketing

JANUARY 19, 2025

Understand the significance of website optimization and social media engagement for client interactions. Gain insights on crafting your digital presence to target and engage with ideal clients effectively. It means using different platforms to connect with new clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

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 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 Clients Financial Services 52

Wealth Management

JULY 1, 2025

Van de Loo said he has three areas of focus at Choreo: accelerating growth, strengthening the client and advisor experience, and building out the leadership team. “At Choreo partners with CPAs in four ways: sharing real estate, sharing revenue, providing education to the CPA firm’s employees and giving them an equity stake in the RIA.

Wealth Management 178

Wealth Management Estate Planning Planning Clients 178

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

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 189

Financial Advisor Accounting Education Estate Planning 189

Midstream Marketing

OCTOBER 29, 2024

Introduction To attract millennial clients, you need new ideas for financial advice and smart marketing strategies. By providing clear financial education and specific solutions, you can be a valuable resource. By understanding these differences, you can build more trust and respect with younger clients.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

Diamond Consultants

DECEMBER 18, 2024

Other beliefs are simply outdated, such as the notion that advisor resignations should occur on a Friday to maximize client retention. Some common beliefs around transitions are absolutely truelike the idea that a transition is a hassle and a lot of work. This is Diamond Consultants annual endeavor to set the record straight.

Recruitment 52

Recruitment Retirement Assets Education 52

Nerd's Eye View

JUNE 30, 2025

Yet in recent months, the volatility has subsided, markets have rallied back near their highs, and advisory firms are back to dealing with the increasingly common challenge of how to continue to scale service in the face of growth as clients continue to accrue over time.

Financial Planning 130

Financial Planning Financial Advice Clients Ethics 130

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

Yardley Wealth Management

DECEMBER 17, 2024

Helping clients achieve their monetary aspirations, I’ve seen how proper goal-setting can transform financial futures. I often advise clients to use the debt avalanche method – targeting debts with the highest interest rates first while maintaining minimum payments on others.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

Diamond Consultants

DECEMBER 4, 2024

Periodic Education Advisors who make a transition don’t have a choice: they have to address the question of why they chose their firm head-on with every single one of their clients. It is to advise that if you have never at least taken the time to get educated about the landscape, you may be leaving chips on the table.

Compliance 52

Compliance Clients Education Retirement 52