Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Nerd's Eye View

MARCH 28, 2025

Which suggests that, amidst ongoing debate over fiduciary-related regulations, an advisor's status as a fiduciary could both lead to greater client trust (both in their individual advisor relationship and perhaps in the financial advice industry as a whole) and, ultimately, higher client retention rates.

Financial Planner 229

Financial Planner Retirement Retirement Planning Clients 229

Wealth Management

JULY 2, 2025

At Wealth Management EDGE , I had the privilege of moderating a panel— “Work Smarter, Not Harder: AI’s Role in Operational Excellence” —where we talked about how artificial intelligence is already automating advisor workflows, transforming client meetings into structured insights, and reshaping the nature of operational roles within firms.

Wealth Management 179

Wealth Management Estate Planning Planning Clients 179

Abnormal Returns

APRIL 7, 2025

Podcasts Michael Kitces talks with Nick Rodkin, managing partner of Stoic Financial, about working with client couples. kitces.com) Matt Zeigler talks with Danika Waddell, founder of Xena Financial Planning. epsilontheory.com) Aging How financial literacy declines with age. alphaarchitect.com)

Fiduciary Duty 147

Fiduciary Duty Financial Advice Financial Planning Clients 147

The Big Picture

MAY 1, 2025

I wrote two posts recently based on what clients where asking. If you are retiring in the next 12-36 months, you have a right to be concerned. As youre likely aware, were in the midst of Peak 65, where were seeing more people turning the traditional retirement age of 65 than ever before.

Retirement 189

Retirement Investing Investments Numbers 189

Nationwide Financial

AUGUST 21, 2024

Key takeaways Your clients are looking to you for credit management guidance and you can help by providing advice on managing current and future debt. Securities-backed lending is a way clients can prepare for large cash expenses while keeping their portfolios intact. 1 You have an opportunity to fill an important gap.

Retirement 52

Retirement Clients Portfolio Financial Advice 52

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. Here’s content for financial advisors that’s actually working—and how to make it easier. What makes video so effective for financial advisors?

Financial Advisor 64

Financial Advisor Clients Education Healthcare 64

Abnormal Returns

FEBRUARY 24, 2025

Podcasts Christine Benz and Amy Arnott talk with Preston Cherry, author of a new book "Wealth in the Key of Life: Finding Your Financial Harmony." morningstar.com) Carl Richards and Michael Kitces on whether a client should take time before coming on as a client. How to do better for clients.

Wealth Management 147

Wealth Management Retirement Planning Financial Advice Clients 147

Midstream Marketing

OCTOBER 29, 2024

Key Highlights Millennials can benefit a lot from getting financial advice. You should change your marketing approach to meet the specific financial needs and interests of millennials. Listen to their concerns and adjust your financial advice to align with their goals. Avoid hard financial terms.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 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

Nerd's Eye View

JANUARY 13, 2025

With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees.

Financial Advice 148

Financial Advice Ethics Education Financial Planning 148

Zoe Financial

JUNE 20, 2025

At Zoe Financial, we’ve seen firsthand how proactive planning with a fiduciary advisor helps individuals protect and grow their wealth across generations. This guide consolidates what we’ve learned to help you refine, update, or pressure-test your current retirement and estate strategy with confidence.

Retirement Planning 40

Retirement Planning Retirement Planning Estate Planning 40

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

International College of Financial Planning

JULY 2, 2025

As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice. This is where competent, ethical, and client-first financial planners step in. What Does the CFP Course Involve?

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

WiserAdvisor

JUNE 4, 2025

Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. For example, a clients investment choices should align closely with their tax strategy, too.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. Content marketing is a great strategic approach to find potential clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Sara Grillo

DECEMBER 16, 2024

Small business retirement plans are the way to save the American middle class from retirement failure! Do you think it would be the best thing for your business if Sheila who answers the phone of the trucking company, and who all your clients know by name, if she were still there in five months from now? Thats not it.

Financial Advisor 52

Financial Advisor Retirement Planning Planning Consulting 52

Midstream Marketing

NOVEMBER 5, 2024

Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. Explore different social media platforms that financial advisors can use, like LinkedIn, Twitter, Instagram, and Facebook. Many potential clients look online for information.

Media 52

Media Financial Advisor Marketing Marketing 52

Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Look into digital marketing steps like boosting your website and email marketing to get new clients.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Midstream Marketing

OCTOBER 29, 2024

It helps you attract new clients and expand your business. This guide offers helpful tips to create a good advertising plan in the financial services area. You will learn how to find your ideal client and create content that engages them. A good online presence helps them find new clients and grow their business.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Indigo Marketing Agency

MAY 31, 2025

If youre looking for a clear way to rise above the noise, short-form video marketing is a powerful tool thats helping financial advisors attract more clients and grow faster. This is a service we at Indigo Marketing Agency have had a lot of success with our financial advisor clients , so lets take a look at why this strategy works.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

MainStreet Financial Planning

MARCH 7, 2025

Fee-Only, Flat-Fee Financial Planners: Transparent, Unbiased, and Cost-Effective A fee-only financial planner charges a fixed fee for financial planning services, regardless of the size of your portfolio. Instead, they provide objective, conflict-free financial advice at a predictable cost.

Fee Only 52

Fee Only Financial Planner Financial Planning Estate Planning 52

Nerd's Eye View

JANUARY 29, 2025

While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, neglecting to thoughtfully draft and update an operating agreement can lead to mismatched expectations, legal risks, and costly disputes.

Distribution 130

Distribution Government Financial Advice Planning 130

Nerd's Eye View

JANUARY 29, 2025

While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, neglecting to thoughtfully draft and update an operating agreement can lead to mismatched expectations, legal risks, and costly disputes.

Distribution 130

Distribution Government Financial Advice Planning 130

Indigo Marketing Agency

MARCH 19, 2025

With well-crafted, high-converting ads marketing your financial advisor services, you will attract the right audience and keep your schedule booked with highly qualified leads. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Abnormal Returns

MAY 26, 2025

paulkrugman.substack.com) Jess Bost and Mark Newfield talk with Ashley Quamme about her journey to financial advice. podcasts.apple.com) Charles Schwab Charles Schwab ($SCHW) is launching a new program aimed at helping financial advisors go independent. citywire.com) How to learn about financial planning on the cheap.

Financial Planning 182

Financial Planning Financial Advice Financial Advisor Retirement 182

Midstream Marketing

DECEMBER 10, 2024

Key Highlights We will discuss how to build a strong brand identity and use referrals to attract clients. Learn how to tailor your messages for different clients. Introduction In todays challenging market, financial advisors need strong financial advisor marketing strategies. They must attract potential clients attention.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Hubly

JUNE 24, 2025

About Product Use Cases 🚀 Client Onboarding 🗓️ Client Meetings 📈 Investment Management 👨‍💻 Employee Onboarding Partners Integrations FAQ Reviews Resources News & Blog User Stories Process vs. Workflow Webinars Quick Video Tips Pricing Login Get Started Operations Overwhelmed by Robo-Advisors? The lesson?

Clients 52

Clients Education Financial Planning Retirement Planning 52

Yardley Wealth Management

JUNE 25, 2025

The post How Do You Turn Retirement Savings into a Reliable Income Strategy? How Do You Turn Retirement Savings into a Reliable Income Strategy? You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way.

Retirement 52

Retirement Distribution Taxes Accounting 52

Yardley Wealth Management

DECEMBER 10, 2024

The post Strategic Retirement Planning Guide for Single Women: Expert Financial Advice appeared first on Yardley Wealth Management, LLC. Without a partner to rely on for financial support, single women must take proactive steps to ensure a secure and comfortable retirement.

Retirement Planning 52

Retirement Planning Financial Advice Retirement Planning 52

Nerd's Eye View

FEBRUARY 7, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year.

Financial Planner 241

Financial Planner CFP Financial Planning Retirement 241

Nerd's Eye View

NOVEMBER 8, 2024

the Department of Labor's Retirement Security Rule and the Federal Trade Commission's ban on most non-compete agreements, both of which are currently blocked by courts) likely to be tabled under the new administration.

Financial Planner 189

Financial Planner Compliance Communication Clients 189

Nerd's Eye View

OCTOBER 23, 2024

While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid. So too does the impact of the infamous daily latte.

Clients 246

Clients Financial Advice Financial Planning Financial Advisor 246

Nerd's Eye View

MARCH 21, 2024

For many financial advicers, helping long-time clients identify and progress toward their goals eventually transitions into conversations around the best ways to enjoy the fruits of their labor once they reach them. And by ensuring that their clients are equipped with (and know how to follow!) Read More.

Clients 246

Clients Financial Planning Financial Advice Retirement 246

Abnormal Returns

MAY 13, 2024

blogs.cfainstitute.org) How life events affect retirement planning. papers.ssrn.com) Advisers There is an tension inherent in the practice of financial advice. investmentecosystem.com) Reflections on eight years of running a financial planning practice. kitces.com) How one advisory firm uses Salesforce.

Math 287

Math Retirement Planning Financial Advice Communication 287

Abnormal Returns

SEPTEMBER 18, 2023

Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. wsj.com) Advisers How to speak to clients in a way that they understand.

Planning 264

Planning Financial Advice Wealth Management Math 264