Sara Grillo

APRIL 19, 2024

One of the biggest fears that people have, when they are looking for a financial advisor, is this: “Is it truly impossible for an advisor to say wire themselves a few million dollars from a client’s account?” I’m not a lawyer – so please don’t interpret anything I say here as legal advice.

Financial Advisor 97

Financial Advisor Financial Advice Accounting Compliance 97

Nerd's Eye View

MAY 7, 2024

Welcome to the 384th episode of the Financial Advisor Success Podcast ! Hannah is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.

Banking 130

Banking Financial Advisor CFP Financial Advice 130

Indigo Marketing Agency

MARCH 21, 2024

As a financial advisor, you understand the importance of a robust online presence in today’s digital landscape. With potential clients turning to the internet to find financial advice and services, optimizing your website for search engines is crucial. How Does SEO Impact My Business? YES, AUDIT MY WEBSITE!

Financial Advisor 89

Financial Advisor Engineering Consulting Financial Advice 89

MainStreet Financial Planning

FEBRUARY 1, 2024

Here is what makes us different: Hourly, Fee-Only Service: We operate on an hourly or, flat, fee-only basis, ensuring transparency and alignment of interests with our clients. Importantly, we do not accept sales commissions or any compensation beyond what is directly agreed upon with our clients.

Financial Advice 87

Financial Advice Planning Fee Only Financial Planning 87

Nerd's Eye View

MARCH 21, 2023

Welcome back to the 325th episode of the Financial Advisor Success Podcast ! Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.

Financial Advice 246

Financial Advice Insurance Financial Advisor Financial Planning 246

Don Connelly & Associates

JULY 10, 2023

More people than ever are clamoring for quality, objective financial advice to guide critical life decisions. It's also a very challenging time for newer financial advisors as the competition for quality prospects is fierce.

Financial Advisor 52

Financial Advisor Clients Financial Advice Sales 52

Don Connelly & Associates

JULY 10, 2023

More people than ever are clamoring for quality, objective financial advice to guide critical life decisions. It's also a very challenging time for newer financial advisors as the competition for quality prospects is fierce.

Financial Advisor 52

Financial Advisor Clients Financial Advice Sales 52

Nerd's Eye View

SEPTEMBER 26, 2022

The financial advisory industry is not immune to the same problems faced in Akerlof’s used-car market. and even allow for higher-quality advisors to enter the market.

Financial Advice 130

Financial Advice Financial Planner License Financial Advisor 130

WiserAdvisor

FEBRUARY 21, 2023

If you wish to learn more about financial planning for elders, consider consulting with a professional financial advisor who can guide you on the same. Read below to understand how the elderly are vulnerable to being scammed financially, and how hiring a financial advisor could help protect them from fraud.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Nerd's Eye View

AUGUST 15, 2023

Welcome back to the 346th episode of the Financial Advisor Success Podcast ! 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.

Fee Only 233

Fee Only Clients Financial Planning Financial Advisor 233

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!

CFP 245

CFP Clients Certification Financial Advice 245

Nerd's Eye View

OCTOBER 6, 2022

When it comes to politically charged discussions, financial advisors generally try to stay neutral and focus on providing clients with objective financial advice. This can make it increasingly difficult for the advisor to work with these clients.

Clients 185

Clients Financial Advisor Financial Advice Financial Planning 185

Nerd's Eye View

OCTOBER 19, 2023

Niching offers several advantages, allowing advisors to be more specific in their marketing, more targeted in their prospecting calls, and more efficient in their processes (since clients within a similar niche are likely to have similar problems, especially in niches of profession).

Clients 184

Clients Financial Advisor Financial Advice Financial Services 184

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 204

Financial Planner Financial Advice Financial Advisor Tax Planning 204

Indigo Marketing Agency

AUGUST 23, 2023

These trendsetters now form the bulk of the global workforce, and as they ascend, they’re on the lookout for financial advisors who understand their evolving financial landscape. Beneath the surface, there are three compelling reasons why financial advisors should focus on millennials.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Financial Advice 52

Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. Because when similar research attempts to explore rates of misconduct using other variables – such as firm size, fee models, client types, etc.

CFP 130

CFP Financial Advisor Ethics Certification 130

Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. Because when similar research attempts to explore rates of misconduct using other variables – such as firm size, fee models, client types, etc.

CFP 130

CFP Financial Advisor Ethics Certification 130

Sara Grillo

MARCH 8, 2024

Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. Why AI won’t replace human advisors (it’s just a supercharged Google search!). ?How There’s been no client.

Financial Advice 52

Financial Advice Financial Advising Risk Tolerance Clients 52

FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Nerd's Eye View

DECEMBER 6, 2022

Welcome back to the 310th episode of the Financial Advisor Success Podcast ! Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Clients 130

Clients Financial Advice Financial Advisor Consulting 130

Abnormal Returns

DECEMBER 25, 2023

Podcasts Michael Kitces talks with Ted Jenkin who is the consultant of JTPD Partners, a firm that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice. kitces.com)

Financial Advising 249

Financial Advising Startup Financial Advice Commission 249

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives.

Clients 163

Clients Financial Advice Financial Planning Fee Only 163

Conneqtor

FEBRUARY 16, 2022

How do you go about improving financial advice? You don’t have to ask for personal information on your first call with your client. As financial advisors, we are trained, mind you, in a traditional methodology that doesn’t speak to reason.

Financial Advice 52

Financial Advice Financial Advisor Clients 52

Nerd's Eye View

MAY 15, 2023

From the introduction of computers to the rise of the internet to the emergence of ‘robo-advisors’, there has been no shortage of innovations that would allegedly reduce the need for consumers to work with (human) financial advisors.

Financial Advisor 239

Financial Advisor Financial Planning Financial Advice Clients 239

Nerd's Eye View

JANUARY 16, 2024

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman. Read More.

Media 201

Media Financial Advisor Financial Planning Planning 201

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives.

Clients 148

Clients Financial Advice Financial Planning Fee Only 148

Nerd's Eye View

JANUARY 2, 2024

Welcome to the 366th episode of the Financial Advisor Success Podcast ! Stevyn is founder of Grow Wellthy, a health and wellness consulting firm based in Springfield, Missouri that specializes in working with busy – but not always healthy – financial advisors. My guest on today's podcast is Stevyn Guinnip.

Financial Advisor 203

Financial Advisor Retirement Financial Advice Consulting 203

WiserAdvisor

AUGUST 18, 2023

When it comes to personal finance, the guidance of a financial advisor can help you in more ways than one. These experts have the necessary financial knowledge and expertise to help you make informed decisions about your money, investments, and future financial security. Financial advisors charge a fee for their services.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

International College of Financial Planning

DECEMBER 23, 2023

A financial advisor is a pivotal figure in the realm of investments and financial decision-making. These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

Million Dollar Round Table (MDRT)

APRIL 25, 2024

Many people — especially those who are quality clients — are willing to pay more for a trusted financial advisor they can build an enduring relationship with. Why should clients feel comfortable paying for financial advice? The advisor and client work together to identify goals and work toward them.

Risk Tolerance 80

Risk Tolerance Financial Advisor Asset Allocation Advertising 80

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Steve Sanduski

APRIL 22, 2024

If you’re like me, then you’ve heard the same type of advice like “Segment your book of business into A, B, C, D clients” and “Take great care of your A&B clients.” ” I’ve also heard that “Your A clients subsidize your C&D clients.” Now look at the clients above the range.

Clients 59

Clients Financial Advice CFP Numbers 59

WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Nerd's Eye View

JULY 28, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that RIAs appear to be building more comprehensive and more integrated tech stacks, and are benefiting from greater operational efficiencies, according to the latest Schwab RIA Benchmarking Study, with larger firms (..)

Financial Planner 219

Financial Planner Financial Advisor Retirement Planning Financial Advice 219

WiserAdvisor

AUGUST 3, 2023

While many individuals choose to navigate their financial journey independently, seeking the guidance of a professional financial advisor can offer unique advantages that may prove invaluable in the long run. One common aspect that most individuals consider is the cost associated with engaging a financial advisor.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

Nerd's Eye View

DECEMBER 11, 2023

For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.

Financial Advisor 183

Financial Advisor Financial Advice Ethics Financial Planning 183

Nerd's Eye View

NOVEMBER 6, 2023

Welcome to the November 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Compliance 208

Compliance Valuation Financial Advisor Clients 208