Weekend Reading For Financial Planners (June 14–15)
Nerd's Eye View
JUNE 13, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S.
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Nerd's Eye View
JUNE 13, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S.
Nerd's Eye View
DECEMBER 20, 2024
Also in industry news this week: A benchmarking study from Charles Schwab shows that median compensation for financial planners at RIAs is well into the six figures, though actual salaries appear to vary widely The U.S.
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Nerd's Eye View
JUNE 27, 2025
Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms. The report suggests that firms seeking to boost their organic growth could do so by, among other tactics, building a stronger brand (e.g.,
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 (..)
Nerd's Eye View
NOVEMBER 15, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits.
Nerd's Eye View
JANUARY 31, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)
Nerd's Eye View
NOVEMBER 29, 2024
Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?). Read More.
Nerd's Eye View
JULY 11, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, (..)
Nerd's Eye View
MAY 9, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that long-feared fee compression in the financial advice industry has yet to come to pass, though some advisors continue to see potential for small reductions in asset-based fees in the future.
Nerd's Eye View
NOVEMBER 28, 2024
How much to charge for financial advice is rarely a decision made lightly. A firm's pricing strategy often reflects both the local market (or niche-related) norms – such as the nearly-ubiquitous 1%. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility.
Nerd's Eye View
MARCH 21, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%
Nerd's Eye View
APRIL 11, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the U.S. Senate has confirmed Paul Atkins to be the next Chair of the Securities and Exchange Commission (SEC).
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 (..)
Nerd's Eye View
JANUARY 17, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that at a time when brokerage firms' cash sweep programs come under increased scrutiny (and as the Federal Reserve has cut interest rates), Charles Schwab (the largest RIA custodian) continues to slash sweep rates for client (..)
Nerd's Eye View
MAY 16, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.
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.
Nerd's Eye View
MARCH 14, 2025
Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.
Nerd's Eye View
APRIL 18, 2025
Which could create opportunities for firms to seek opportunities to move 'upmarket' by trying to add new HNW clients who might not have an advice relationship (or whose current advisor doesn't provide sufficiently comprehensive service).
Nerd's Eye View
JUNE 9, 2025
2025 has had a tumultuous start for most advisory firms, as tariffs-driven market volatility has increased client anxiety and the amount of required hand-holding, forcing advisory firms to manage their own expenses a bit more closely in the face of greater revenue uncertainty. Read More.
Nerd's Eye View
MAY 2, 2025
a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
Wealth Management
JUNE 27, 2025
So far, I’ve written about AI notetaker Jump and its integration with the financial planning application RightCapital , and the AI-powered financial planning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.
Indigo Marketing Agency
FEBRUARY 8, 2025
Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. If you want to convert more clients, find a starving crowd!
Indigo Marketing Agency
JUNE 3, 2025
10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. And new leads and clients keep coming.
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. youtube.com) Meb Faber talks with Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex.
Midstream Marketing
NOVEMBER 7, 2024
Key Highlights Learn how to improve your financial planner’s online visibility by using SEO and SEM wisely. This includes content marketing, keyword research, and tips to enhance your website for search engines. Digital marketing strategies are crucial for the success of financial planners.
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 is the CFP Certification?
MainStreet Financial Planning
MARCH 7, 2025
The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Instead, they provide objective, conflict-free financial advice at a predictable cost.
Indigo Marketing Agency
JANUARY 16, 2025
10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. And new leads and clients keep coming.
Midstream Marketing
DECEMBER 6, 2024
Key Highlights Learn why having a clear marketing strategy is important for RIAs, especially in hard markets. Explore how to reach potential clients by using educational content and CRM systems. Understand the key rules and best practices to keep your marketing activities aligned with industry standards.
Darrow Wealth Management
NOVEMBER 4, 2024
Here are five ways you can find a full-time fiduciary financial advisor. A fiduciary advisor is a financial professional who is legally obligated to act in the best interest of their clients. Consider this: you walk into a Bank of America branch and ask for the best type of savings account on the market.
International College of Financial Planning
JULY 11, 2025
The stock market is not a machine of certainty; it’s a reflection of collective human psychology in motion. Whether it’s chasing overpriced stocks during a bull run or exiting equity portfolios in a panic during a market fall, the problem is rarely the market itself. The real issue? Equities, by design, are volatile.
Indigo Marketing Agency
JANUARY 28, 2025
Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come.
Midstream Marketing
DECEMBER 16, 2024
Key Highlights Attract ideal clients and amplify your firm’s growth with these proven marketing tactics. Discover the secrets of a high-impact marketing strategy, tailored specifically for financial advisors. Learn how data-driven marketing can revolutionize your approach and deliver measurable results.
Midstream Marketing
NOVEMBER 8, 2024
Key Highlights Find good ways to get new clients as a financial advisor. Learn to use social media, content marketing, SEO, and more. Explore several ways to get financial advisor leads. Get advice from experts about good tools and methods for lead generation in financial services.
Indigo Marketing Agency
FEBRUARY 19, 2025
Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business In the mid-2000s, digital marketing was just one of many mediums local businesses were starting to utilize to growalong with newspaper ads, phone book ads, direct mail ads, radio and TV ads, billboards, door-to-door sales, and more.
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. Key Highlights Find new ways to get better at being a financial advisor.
International College of Financial Planning
JULY 9, 2025
We are at a crucial juncture as a Market. It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest. The Client First approach is the Need of the hour with multiple products flowing into the mark.
Indigo Marketing Agency
MARCH 19, 2025
Best Ad Practices That Work for Marketing Financial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services.
Midstream Marketing
OCTOBER 29, 2024
Key Highlights A strong marketing plan is key for financial advisors. 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. We will look at different parts of digital marketing. It builds brand recognition.
Steve Sanduski
APRIL 8, 2025
Maintaining a consistent client experience while growing. Building your credibility as a thought leader via marketing and educational events. Transitioning clients between advisors and managing referrals who come to the firm expecting to work with the boss. Keen Wealth’s checklist-driven financial planning process.
Midstream Marketing
DECEMBER 10, 2024
Key Highlights We will discuss how to build a strong brand identity and use referrals to attract clients. We will also explore content marketing to help you stand out in your field. Learn how to tailor your messages for different clients. They must attract potential clients attention.
FMG
JULY 9, 2025
Ask clients to leave detailed feedback on sites like Google, Wealthtender, Facebook, and VouchedFor. Your content needs to reflect how real clients speak and search. Why It Matters for Your Advisor Business Financial advisors face plenty of competition. You work hard to build trust and help clients make the best decisions.
Indigo Marketing Agency
FEBRUARY 8, 2025
Top 7 SEO Strategies Every Financial Advisor Needs to Know to Rank Higher on Google Its true, theres more than one way to skin a cat. The cat were referring to in the case of financial advisors is leads, booked appointments , and new clients to grow your practice. Read some of our eye-opening case studies here.
Indigo Marketing Agency
MARCH 5, 2025
Seminar Marketing for Financial Advisors Guide to Seminar Marketing for Financial Advisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financial advisor businesses spend a great deal of their marketing efforts promoting and hosting seminars.
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