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.

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

Nerd's Eye View

MAY 28, 2024

Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. Welcome to the 387th episode of the Financial Advisor Success Podcast !

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Truemind Capital

JANUARY 24, 2025

Many of our clientscome to us after dealing with traditional wealth management setups. What we observed was not very surprising to us but clients weren’t much aware of the mismanagementintheir portfolios. Here are the common patterns we observed that are not in the interest of the clients: 1.

Commission 59

Commission Wealth Management Portfolio Fee Only 59

Nerd's Eye View

MAY 28, 2024

Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. Welcome to the 387th episode of the Financial Advisor Success Podcast !

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. Fee-only advisors are bound to the fiduciary standard.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Indigo Marketing Agency

APRIL 28, 2023

Essentially, you should try to convey the value you offer to your specific clients. Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Darrow Wealth Management

JUNE 14, 2023

At Darrow Wealth Management, we specialize in helping individuals manage a sudden wealth event. The client’s previous tax and financial advisor did not specialize in stock options or sudden wealth, which is why they made the change. We specialize in helping individuals manage sudden wealth events.

Management 105

Management Wealth Management Wealth Advisor Taxes 105

Darrow Wealth Management

NOVEMBER 17, 2022

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . About Darrow Wealth Management.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

Truemind Capital

AUGUST 23, 2024

We met a prospective client a few days ago and enlightened him about our 0% commission, conflict-free advisory model. The client deals with a wealth manager from a reputed bank. The bank (and many wealth management firms) earns commissions when investors buy its products.

Commission 65

Commission Wealth Management Fee Only Banking 65

Sara Grillo

MAY 10, 2024

One of my best clients who runs a business just hired another advisor to manage their 401k plan.” ” I’ve heard iterations of this: I’m a CPA and financial advisor, and my best tax return client just hired someone else to do their retirement planning. Question from a subscribe r: “I’m stunned.

Clients 52

Clients License Retirement Planning Financial Advisor 52

Truemind Capital

AUGUST 9, 2024

“ This was told by one of my HNI clients who is a single mother of two young daughters. She is a part of senior management at an MNC and earns very well but has never invested other than in FDs and LICs. – They cannot find a reliable wealth manager who understands them and manages their investments in their best interest.

Commission 65

Commission Fee Only Wealth Management Investment Advisor 65

Tobias Financial

NOVEMBER 29, 2022

As you are researching your wealth management options, you will see a number of names for those who can help you invest, including brokers and advisors. Because they both represent their clients’ wealth management needs, it can seem as though they are basically the same. Fiduciary advisors are generally fee-only.

Wealth Management 52

Wealth Management Fee Only Clients Commission 52

Yardley Wealth Management

JULY 7, 2020

The post Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry appeared first on Yardley Wealth Management, LLC. After watching me finish the IRONMAN, my clients know I’m going to do whatever it takes to help them to achieve their goals and stay on track. That’s in Bucks County).

Wealth Management 40

Wealth Management Estate Planning Fee Only License 40

Indigo Marketing Agency

FEBRUARY 6, 2020

to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. What do real-life clients have to say about working with Indigo Marketing Agency? About Bryan Lee, CFP ®. Bryan Lee founded Strategic Financial Planning Inc.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

Darrow Wealth Management

MAY 3, 2024

First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life. appeared first on Darrow Wealth Management.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Darrow Wealth Management

MAY 3, 2024

First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life. appeared first on Darrow Wealth Management.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Yardley Wealth Management

JUNE 25, 2020

The post Why We (Still) Use DFA Funds appeared first on Yardley Wealth Management, LLC. Recently, a journalist asked me why Yardley Wealth continues to use the mutual funds available through Dimensional Fund Advisors (DFA). At our firm, Yardley Wealth, we take a long-term perspective. Why We (Still) Use DFA Funds.

Wealth Management 52

Wealth Management Estate Planning Portfolio Clients 52

Steve Sanduski

FEBRUARY 13, 2024

Guest: Benjamin Brandt , a CERTIFIED FINANCIAL PLANNER and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. In a Nutshell: Many advisors think about tech and marketing in terms of “more”: more reach, more productivity, more clients, more AUM.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Fee Only Clients 52

FMG

JULY 13, 2022

Dorsey Wealth Management offers fee-only wealth management and retirement planning for women and couples, and they do a great job of creating and sharing content that answers pressing questions and pertains to their clients, as well. How will your clients be impacted by this?

Media 72

Media Financial Advisor CFP Wealth Management 72

Yardley Wealth Management

JULY 10, 2020

appeared first on Yardley Wealth Management, LLC. By Michael Garry Yardley Wealth Management . The journalist and I discussed the tools that Yardley Wealth Management uses to help put together a financial plan for our clients. The post Is Financial Planning a Pandemic Necessity?

Financial Planning 40

Financial Planning Planning Wealth Management Estate Planning 40

International College of Financial Planning

AUGUST 2, 2021

Wealth Management Firms. Debt Management Firms. The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges. The ultimate desire for most Financial Advisors in India is to chalk out their path and work with their own set of clients.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

XY Planning Network

NOVEMBER 21, 2022

I agree with this sentiment generally, but thinking about what services you do and do not want to offer clients and which custodian to work with are not decisions to trivialize when starting an RIA. You just have to pull the trigger and make adjustments after each shot you take.

Management 98

Management Investing Investments Clients 98

Yardley Wealth Management

MAY 29, 2020

appeared first on Yardley Wealth Management, LLC. By Michael Garry Yardley Wealth Management May 21, 2020. Plenty of advisors tell clients to “work longer” to achieve their desired retirement outcome, but has that advice quickly become outdated, with job cuts? Hang in there. It does not.

Retirement 40

Retirement Wealth Management Estate Planning Risk Tolerance 40

Sara Grillo

MARCH 22, 2024

California Kelly Nilsson Brava Financial Chris Randall www.axiscapmanagement.com Flat-fee monthly subscription based financial planning for millennials and first-time investors. James Schwarz www.ClearRetirementAdvice.com Flat fee; to be more precise — Equal Flat Fee (every client pays the same amount).

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Inside Information

DECEMBER 26, 2023

Recently, he wrote a whitepaper that predicted what I would interpret as a cybersecurity apocalypse where suddenly the bad guys successfully targeted advisors and stole from their clients. Hurley is running a new firm that advisors can subscribe to that would offer cyber protection to their clients.) Conclusions?

Wealth Management 40

Wealth Management Clients Management Numbers 40

FMG

SEPTEMBER 29, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Seen On” section on their site. Prominent Financial Planning, LLC Prominent Financial Planning, LLC serves clients across the country but is based in Austin, TX.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

FMG

SEPTEMBER 6, 2023

In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Featured In” section on their site with logos of the publications/media appearances they’ve been featured in. It just means that you might not have many clients yet.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

FMG

FEBRUARY 3, 2023

First impressions are everything, and this is a very small window for you to turn your visitors into leads and, eventually, clients. You have 5 seconds to turn a visitor into a potential client or to lose them. Only 1% of the population in America serves in the military, and we like their tagline, “100% Focused on the Other 1%.”

Wealth Advisor 52

Wealth Advisor Medical Retirement Fee Only 52

Sara Grillo

JANUARY 9, 2023

Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. Client advocacy. in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. Let’s get into it, folks!

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Your Richest Life

MARCH 8, 2024

However, about 58 percent of women still leave the major financial decisions up to their male partners, according to a study from UBS Global Wealth Management. I’ve even seen this with my own clients. If you do assume some or full control of the finances, make sure you’re still keeping your partner in the loop.

Financial Planning 59

Financial Planning Planning Medical Retirement Planning 59

Sara Grillo

AUGUST 14, 2023

The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. It’s confusing to the client and unfortunately that confusion is waged onto them on purpose.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

FMG

FEBRUARY 3, 2023

When done well, a CTA can give visitors that extra push that they need to find out more about your business and hopefully turn into a client eventually. If you do not have effective ones on your website, then how will your audience know where to go next? You can tell by working with C.L.

Wealth Advisor 52

Wealth Advisor Engineering Retirement Fee Only 52

Zoe Financial

FEBRUARY 16, 2023

We often see this with clients who receive equity compensation from an employer. Important Bluebird Wealth Management Disclosure: This blog is original content by Bluebird Wealth Management an independent, fee-only, Registered Investment Adviser.

Taxes 40

Taxes Distribution CFP Accounting 40

Walkner Condon Financial Advisors

MARCH 15, 2023

As a wealth manager, part of our fiduciary responsibility is to select investments that potentially could provide for better after-tax returns. While expenses are important, sometimes recognizing higher fees could be in the client’s best interest. to get the same exposure.

Financial Advisor 52

Financial Advisor Taxes Asset Allocation Portfolio 52

Inside Information

SEPTEMBER 28, 2021

This first petition also touches on dually-registered individuals, recommending that, if they hold themselves out as advisors, they be required to disclose precisely when their work as an advisor ends and their efforts to effect a sale begins—something that is far from clear in current client engagements.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. A robo-advisor can make automatic investments for clients, and this is great if you have a simple portfolio. An example would be a percentage of your assets under management.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. A robo-advisor can make automatic investments for clients, and this is great if you have a simple portfolio. An example would be a percentage of your assets under management.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52