Nerd's Eye View

FEBRUARY 21, 2023

billion in assets under management for nearly 400 client households. Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Sara Grillo

APRIL 11, 2023

If you are a flat fee financial advisor download this chart of accounts template. Note, this assumes that the advisor is providing both financial planning and investment management services. Note, this assumes the advisor is providing only financial planning services. Thanks for reading. See you in the next one!

Financial Advisor 97

Financial Advisor Management Accounting Consulting 97

Yardley Wealth Management

JULY 20, 2022

James and Pamela’s Big Dream Excerpt from The Smart Person’s Guide to Financial Planning & Investments: A Simple and Straightforward Approach to Understanding Your Personal Finances By Michael J. It’s surprisingly common for me to have married clients who have never really had those conversations with each other.

Retirement Planning 52

Retirement Planning Budgeting Retirement Wealth Management 52

Investing Caffeine

FEBRUARY 1, 2022

Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. If bond yields climb significantly to the point where returns are more competitive with stocks, I will likely be buying significantly more bonds for me and my Sidoxia ( www.sidoxia.com ) clients.

Math 52

Math Assets Investing Investments 52

Clever Girl Finance

AUGUST 19, 2022

If you have analytical and math skills, you can put them to good use here. However, the exact amount you can make will depend on how many clients you have and your unique accountancy skill-set. You can find your own clients or get a remote job on Remote.co. per hour when they get design clients.

Accounting 69

Accounting Math Clients Advertising 69

Nerd's Eye View

APRIL 12, 2023

When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure.

Retirement 246

Retirement Retirement Planning Math Advertising 246

Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. I am a CFA® charterholder and financial advisor marketing consultant. The issues lie in how IUL policies are shown to clients, in the illustrations.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Clever Girl Finance

FEBRUARY 21, 2024

The term personal finance ratios might give you flashbacks to math class, learning various formulas, equations, and ratios. As a full-time freelancer, I’ve had months where I have a ton of clients and projects, as well as months where business is a little slower. Don’t rule it out because of a math equation.

Assets 77

Assets Numbers Math Retirement 77

FMG

DECEMBER 22, 2022

We were always planning-focused, and I offered financial planning as a standalone service from the very beginning. As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients? Ask some of your clients what is a value add and what is just noise.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

Envision Wealth Planning

AUGUST 29, 2022

Some 401k service providers claim they provide financial education. In fact, one of my clients, who held a director position in his company, was never encouraged to participate. It was assumed he was already educated on the plan. If you have a 401k, you may have been invited to sit down for some retirement education.

Education 98

Education Medical Math Planning 98

The Big Picture

JUNE 6, 2023

RITHOLTZ: What’s the pushback to that from clients? It’s much deeper than math. RITHOLTZ: So, this raises a really interesting question, people reveal very embarrassing challenging financial habits, how did you get these folks to come clean on them? SETHI: Yes. From people? Remember, she was about to divorce him.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130