Nerd's Eye View

DECEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so.

Financial Planner 247

Financial Planner Insurance Coverage Insurance Valuation 247

Nerd's Eye View

JANUARY 24, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Commission 246

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.

Financial Planner 247

Financial Planner Financial Advice Retirement Retirement Planning 247

Nerd's Eye View

NOVEMBER 1, 2024

Read More.

Financial Planner 189

Financial Planner CFP Certification Retirement Planning 189

Nerd's Eye View

NOVEMBER 28, 2024

Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning. They also suggest how advisors with unsustainably low fees can shift their mindset, embrace their value, and realign their pricing to reflect both the tangible and intangible value they actually provide to clients.

Clients 246

Clients Financial Planner Fee Only Financial Planning 246

Nerd's Eye View

NOVEMBER 27, 2024

Yet, despite the important role that charitable giving can play, studies show that many advisors hesitate to bring up the topic with clients. Advisors may worry about overstepping boundaries or feel uncertain about a client's interest in philanthropy. These statements often stem from clients' life stories and core values.,

Clients 242

Clients Education Financial Planner Planning 242

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.

Financial Planner 239

Financial Planner Financial Advice Education Taxes 239

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 228

Financial Planner Retirement Retirement Planning Clients 228

Nerd's Eye View

JUNE 12, 2025

As a result, when advisors are tasked with (re-)educating clients about the potential consequences of financial decisions, there may be a disconnect between potential risk and what a client actually experiences. So how can advisors help clients understand dangers they haven't personally encountered? a tax bill or refund).

Financial Planner 130

Financial Planner Clients Tax Planning Taxes 130

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).

Financial Planner 193

Financial Planner Risk Tolerance Estate Planning Clients 193

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!

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

International College of Financial Planning

JULY 2, 2025

In today’s fast-changing financial world, one thing is certain—people need guidance. Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. This is where competent, ethical, and client-first financial planners step in.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

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. Are There Any Benefits to AUM-Based Advisors?

Fee Only 52

Fee Only Financial Planner Financial Planning Estate Planning 52

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. Only registered investment advisors have a full-time fiduciary duty to their clients. What is a fiduciary advisor?

Financial Advisor 74

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 74

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4. Create a realistic budget 2.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Tobias Financial

DECEMBER 15, 2024

When it comes to financial planning, working with an advisor who understands both tax law and financial strategy can offer significant benefits. Financial planning is not just about setting one goal – its a continual process of making decisions that shape your financial future.

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Financial Planning 52

Yardley Wealth Management

DECEMBER 3, 2024

This choice affects taxes, liability, management, and operational flexibility. This choice affects taxes, liability, management, and operational flexibility. As a financial planner, your guidance is essential in helping clients minimize risks and maximize financial benefits.

Financial Planner 40

Financial Planner Compliance Taxes Wealth Management 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

JUNE 5, 2025

Clients were all about one thing: performance. Show them the returns, highlight the tax breaks, and if you could, offer a little peace of mind. And if you haven’t changed with it, well your clients have already moved on. The client is overwhelmed. Fast forward two decades, and that old playbook? It’s a thing of the past.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

Financial Symmetry

MAY 27, 2025

From our very first intern to one of our most trusted advisors, Chads contributions have helped shape the firm into what it is todayserving nearly 850 clients and managing $1.2 His dedication, leadership, and care for both clients and colleagues are felt in every corner of our organization. billion in assets.

Certified Financial Planner 57

Certified Financial Planner Financial Planning Financial Planner CFP 57

Steve Sanduski

APRIL 8, 2025

Maintaining a consistent client experience while growing. 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. And then pivoting over into, ‘Who does your taxes? Do you have an estate plan?

Communication 52

Communication Engineering Financial Planning Clients 52

Nerd's Eye View

FEBRUARY 14, 2025

Which suggests firms that can meet clients' evolving needs as they advance up the wealth spectrum (e.g., Which suggests firms that can meet clients' evolving needs as they advance up the wealth spectrum (e.g.,

Financial Planner 207

Financial Planner Financial Advice Estate Planning Clients 207

FMG

JULY 9, 2025

Ask clients to leave detailed feedback on sites like Google, Wealthtender, Facebook, and VouchedFor. Format Content Using Natural Language and Q&As People ask AI tools questions like: “Who is the best financial advisor in Memphis who also does estate planning and taxes?” Specific details make all the difference.

Financial Advisor 52

Financial Advisor Engineering Financial Planner Clients 52

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. Book a free call today.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

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

Nerd's Eye View

JUNE 20, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Senate Republicans this week released their version of major tax legislation, following the passage of similar legislation in the House of Representatives last month.

Financial Planner 223

Financial Planner Taxes Retirement Planning Clients 223

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. What is that reason?

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

JUNE 14, 2025

Advisor Spotlight: Bryan Trugman In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). Want a financial planner who brings the right attitude (and the right network) to the table?

Financial Advisor 52

Financial Advisor Clients Financial Planner Consulting 52

Nerd's Eye View

APRIL 4, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that President Trump's tariff announcement on Wednesday and the subsequent market decline have led many financial advisors to reassure clients that they are implementing their pre-determined plans for such circumstances.

Financial Planner 216

Financial Planner Communication Clients Taxes 216

Indigo Marketing Agency

JUNE 10, 2025

These AI assistants act like savvy gatekeepers, filtering options before potential clients even visit your site. Read: AI for Financial Advisors: From Automation to a Competitive Edge How Do You Get Discovered by ChatGPT and Friends? Speak your clients’ language. The difference now is where and how clients find you.

Financial Advisor 64

Financial Advisor Fee Only Retirement Planning Clients 64

Harness Wealth

APRIL 11, 2025

Lastly, an update regarding a crucial Fifth Circuit case emphasizing the importance of clearly defined business components when claiming research tax credits. Budget Reconciliation: Tracking the 2025 Trump Tax Cuts By Tax Foundation Extending the expiring 2017 Tax Cuts and Jobs Act (TCJA) would decrease federal tax revenue by $4.5

Taxes 52

Taxes Retirement Financial Planner Accounting 52

Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

Financial Planner 246

Financial Planner Compliance Fee Only Communication 246

Nerd's Eye View

SEPTEMBER 20, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the North American Securities Administrators Association (NASAA) released the latest edition its annual survey outlining the state of state-registered RIAs, showing that the number of state-registered firms and their assets (..)

Financial Planner 246

Financial Planner Investment Advisor Clients Financial Advisor 246

Nerd's Eye View

FEBRUARY 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC’s proposed “Safeguarding Rule” would significantly increase the number of investment advisers deemed to have custody of client assets and increase paperwork requirements for advisers (..)

Financial Planner 246

Financial Planner Tax Planning Taxes Numbers 246

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 246

Financial Planner Financial Advice Tax Planning Financial Advisor 246

Nerd's Eye View

NOVEMBER 18, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that AdvisorTech giant Envestnet has announced a partnership with New Zealand-based FNZ that will allow Envestnet to offer custodial services to advisors beginning in the second half of 2023.

Financial Planner 246

Financial Planner Tax Planning CFP Taxes 246