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 162

Clients Financial Advice Financial Planning Fee Only 162

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 147

Clients Financial Advice Financial Planning Fee Only 147

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 201

Financial Planner Financial Advice Financial Advisor Tax Planning 201

Nerd's Eye View

DECEMBER 6, 2022

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

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

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 186

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 186

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 227

Financial Advisor Clients Financial Planning Insurance 227

Wealth Management

JUNE 16, 2023

Proactive engagement reflects a commitment to comprehensive financial wellness, creating a meaningful and long-lasting impact on clients’ lives.

Financial Advice 116

Financial Advice Clients 116

Abnormal Returns

NOVEMBER 7, 2022

standarddeviationspod.com) Compliance Jason Zweig, "In 30 years of writing about the financial-advice industry, I never learned that advisers can provide less-comprehensive disclosures than stockbrokers." investmentnews.com) What Goldman Sachs' ($GS) reorganization means for wealth management and Marcus. thinkadvisor.com).

Compliance 259

Compliance Wealth Management Advertising Financial Advice 259

Nerd's Eye View

OCTOBER 16, 2023

Consumers have a wide range of options when it comes to choosing a provider of financial advice, from larger wirehouses and asset managers to smaller Registered Investment Advisers (RIAs). This lets prospective clients know what to expect (and helps them understand the value they will be receiving in exchange for their fees!).

Financial Planning 211

Financial Planning Marketing Marketing Financial Advice 211

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 196

Financial Planner Certification CFP Financial Advice 196

Nerd's Eye View

DECEMBER 6, 2023

However, the more recent rise of financial coaching models has introduced complexity, particularly for those offering advice on financial topics adjacent to investments where the need to register as investment advisers with the SEC or state securities authorities isn't always obvious. Read More.

Investing 237

Investing Investments Financial Advising Retirement Planning 237

Abnormal Returns

SEPTEMBER 11, 2023

Podcasts Cameron Passmore and Benjamin Felix talk with Preet Banerjee about the value of financial advice. kitces.com) Christine Benz and Jeff Ptak talk with Cynthia Haddad, an expert on financial planning for people with disabilities and their families. investmentnews.com) Why the global wealth management is a growth business.

Wealth Management 146

Wealth Management Estate Planning Financial Advice Financial Planning 146

Nerd's Eye View

JANUARY 20, 2023

While it remains to be seen whether the measures will actually be enacted, proposed measures include raising income and capital gains tax rates, instituting wealth taxes, and reducing the state estate tax exemption, potentially creating future planning opportunities for advisors with clients in those states.

Financial Planner 184

Financial Planner Financial Advice Fee Only Financial Planning 184

Nerd's Eye View

NOVEMBER 6, 2023

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

Compliance 206

Compliance Valuation Financial Advisor Clients 206

Abnormal Returns

SEPTEMBER 22, 2023

(thereformedbroker.com) Patrick O'Shaughnessy talks real estate with Michael Simanovsky is the Managing Partner of Conversant Capital. rcmalternatives.com) Barry Ritholtz talks investment edges with Elizabeth Burton, managing director and client investment strategist at Goldman Sachs Asset Management.

Financial Advice 209

Financial Advice Numbers Management Assets 209

Zoe Financial

DECEMBER 5, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 5, 2023 Watch Time: 3 minutes Transcript: Welcome to this week’s Wealth Management Digest. So, it dispels this view that consumers don’t want human financial advice; they want to do it themselves.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

Abnormal Returns

DECEMBER 25, 2023

wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice. advisorperspectives.com) Do financial advisers recommend annuities to their clients? (investmentnews.com) Startup Arch wants to build a better private capital markets workflow. riabiz.com) When should you hire?

Financial Advising 252

Financial Advising Startup Financial Advice Commission 252

Nerd's Eye View

SEPTEMBER 15, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates financial advisors are the most trusted source of financial advice for consumers across generations, and are particularly trusted among wealthier individuals.

Financial Planner 212

Financial Planner Retirement Retirement Planning Advertising 212

Nerd's Eye View

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. However, as advisor technology continues to evolve, many tools have focused on helping advisors scale their financial advice to accommodate growing businesses.

Planning 212

Planning Financial Planning Financial Advice Clients 212

Nerd's Eye View

JANUARY 17, 2024

While it could be decades before we know those answers, at the moment, professionals across every industry, including financial advice, are working to learn how they can leverage this new and remarkable tool to make their practices more efficient.

Financial Advice 130

Financial Advice Financial Planning Planning Clients 130

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

Zoe Financial

NOVEMBER 21, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 22, 2023 Watch Time: 2.5 minutes Transcript: Welcome to this week’s Wealth Management Digest. ” Well, it turns out that if you let these things compound for a while, now they have hundreds of thousands of clients.

Wealth Management 52

Wealth Management Management Financial Advisor Wealth Advisor 52

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

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. The primary risks when selling an advisory firm are that the deal may fall through, and existing clients may choose to leave the firm.

Planning 130

Planning Valuation Sales Clients 130

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 217

Financial Planner Financial Advisor Retirement Planning Financial Advice 217

Indigo Marketing Agency

FEBRUARY 24, 2024

Ever feel like your wealth management business is getting lost in the digital shuffle? As people flock to Google for financial advice, it’s more important than ever to stand out from your rivals. Not many—and the reality is potential clients aren’t scrolling past the first page of results either. The result?

Wealth Management 52

Wealth Management Management Engineering Marketing 52

Nerd's Eye View

OCTOBER 20, 2023

Notably, this decision has provided both qualitative and quantitative benefits for these advisors, as 85% said they now have more control over their future and 80% saw their assets under management subsequently grow, with a median increase of 42%. Read More.

Financial Planner 198

Financial Planner Retirement Planning Retirement Healthcare 198

Abnormal Returns

MARCH 6, 2023

Podcasts Christine Benz and Jeff Ptak talk with Stacy Francis who is president and CEO of Francis Financial about working with female clients. morningstar.com) Brendan Frazier talks with Ted Klontz about how to better motivate, communicate and connect with clients and prospects.

Compliance 146

Compliance Wealth Management CFP Financial Advice 146

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 186

Financial Planner Numbers Clients Wealth Management 186

Abnormal Returns

OCTOBER 16, 2023

Podcasts Brendan Frazier talks with Meghaan Lurtz about re-engaging with existing clients. wiredplanning.com) Daniel Crosby talks with Matt Reiner partner at Capital Investment Advisors about the future of financial advice. standarddeviationspod.com) M&A Are smaller RIAs at risk because of national, full-service firms?

Compliance 207

Compliance Financial Planner Financial Advice Investment Advisor 207

Nerd's Eye View

FEBRUARY 19, 2024

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. A continual thread through the conference was the ongoing effort to build a truly cohesive tech stack.

Consulting 173

Consulting Financial Advice Engineering Financial Advisor 173

Abnormal Returns

NOVEMBER 28, 2022

Podcasts Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. morningstar.com) Douglas Blake, Managing Director of Investment Services at Kingswood U.S., wsj.com) Why Ritholtz Wealth Management hired a new President.

Wealth Management 130

Wealth Management Startup Financial Advice Medical 130

Abnormal Returns

MAY 22, 2023

(open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? Come meet the team in Austin on June 12-14th.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

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 181

Financial Advisor Financial Advice Ethics Financial Planning 181

Abnormal Returns

OCTOBER 17, 2022

Podcast Barry Ritholtz talks with Thomas Rampulla, managing director of Vanguard’s Financial Advisor Services. ritholtz.com) Brendan Frazier talks with Derek Tharp about the psychology of delivering financial advice. kitces.com) How Future Proof broke new ground for the wealth management industry.

Wealth Management 130

Wealth Management Financial Advisor Communication Financial Advice 130

The Big Picture

SEPTEMBER 10, 2022

This week, we speak with Kristen Bitterly Michell, Head of North American Investments for Citi Global Wealth, which manages $800 billion in client assets. She believes that financial advice needs to be frictionless — investors should be able to access everything where ever they are.

Financial Advice 189

Financial Advice Clients Investing Investments 189