Abnormal Returns

OCTOBER 28, 2024

citywire.com) What's behind the surge in client churn at RIAs? riabiz.com) Risk tolerance Determining a client's risk tolerance is more complicated than having them fill out a questionnaire. advisorperspectives.com) Advisers A plan for onboarding client service associates. signaturefd-3437664.hs-sites.com)

Risk Tolerance 275

Risk Tolerance Retirement Financial Planning Consulting 275

Wealth Management

MAY 13, 2025

bQuest this week launched a turnkey client support platform built with fiduciary advisors in mind, meant to help them deliver vetted aging care-related services as an extension of their core financial planning model.

Financial Planning 202

Financial Planning Clients Planning 202

Wealth Management

APRIL 8, 2024

Learn how to compete for the entire client relationship.

Financial Planning 278

Financial Planning Planning Clients 278

Wealth Management

OCTOBER 1, 2024

The new programs are part of an effort to attract more high-net-worth clients with broader offerings.

Financial Planning 299

Financial Planning Planning Clients 299

Wealth Management

AUGUST 3, 2023

Rhys Williams discusses the increasing importance of holistic financial planning and how advisors are adapting to meet the unique needs of different generations.

Wealth Management 246

Wealth Management Financial Planning Management Clients 246

Wealth Management

AUGUST 22, 2022

A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor.

Financial Planning 246

Financial Planning Planning Clients 246

Nerd's Eye View

MARCH 15, 2023

Risk management is a key part of many financial advisors’ value propositions. For instance, ensuring clients maintain the proper insurance coverage based on their needs is an important part of the financial planning process. when tagged online pictures can be used to identify an individual’s location).

Management 246

Management Clients Wealth Management Insurance Coverage 246

Wealth Management

JUNE 7, 2023

The Wells Fargo Sports and Entertainment Program will enable advisors to brandish the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation, created by the College For Financial Planning.

Wealth Management 246

Wealth Management Financial Planning Clients Planning 246

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. riabiz.com) Does Citigroup ($C) have a path forward in wealth management? morningstar.com) Talent Wealth management firms are coming to realize they have a headcount problem.

Wealth Management 262

Wealth Management Retirement Communication Investment Planning 262

Abnormal Returns

OCTOBER 30, 2023

Podcasts Brendan Frazier talks with Jake Northrup of Experience Your Wealth about how he infuses the human side to help clients live their ideal life. podcasts.apple.com) Michael Kitces talks with Sarah-Catherine Gutierrez, founder of Aptus Financial, about operating as a flat-fee advice-only firm. fa-mag.com)

Wealth Management 263

Wealth Management Retirement Planning Financial Advising Financial Advice 263

Wealth Management

AUGUST 7, 2024

Including permanent life insurance can help prevent blind spots in retirement planning and enable clients to live longer.

Financial Planning 306

Financial Planning Retirement Planning Planning Assets 306

Nerd's Eye View

JUNE 25, 2024

Welcome to the 391st episode of the Financial Advisor Success Podcast ! Chris is the founder of Sparrow Wealth Management, an RIA based in Orlando, Florida, that oversees approximately $110 million in assets under management for 68 client households. My guest on today's podcast is Christopher Jones.

Clients 242

Clients Financial Advisor Financial Planning Planning 242

Wealth Management

DECEMBER 16, 2022

Advisors find global warming is affecting clients’ home insurance and property costs.

Financial Planning 264

Financial Planning Planning Insurance Clients 264

Abnormal Returns

MAY 26, 2025

(riabiz.com) Advisers Three points in time when planners can make a real difference in clients' lives. citywire.com) How to learn about financial planning on the cheap. investmentnews.com) Financial planning is all about building resilience. kitces.com) As your RIA evolves, so must your hiring strategy.

Financial Planning 182

Financial Planning Financial Advice Financial Advisor Retirement 182

Nerd's Eye View

JANUARY 15, 2024

For financial advisors, an ongoing client service model often means finding ways to keep clients engaged and progressing toward their goals outside of the 1 or 2 typical client review meetings each year.

Clients 246

Clients Communication Financial Advisor Wealth Management 246

Wealth Management

MAY 17, 2023

Envestnet's Rose Palazzo details how the company helps advisors develop deeper client relationships.

Financial Planning 249

Financial Planning Planning Clients 249

Abnormal Returns

JANUARY 15, 2024

Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. riabiz.com) Why women are still struggling to make progress in the world of financial advice. riaintel.com) HNW clients want additional services.

Financial Planner 278

Financial Planner Wealth Management Retirement Planning Financial Advising 278

Wealth Management

FEBRUARY 20, 2025

How advisors and clients alike can benefit from pro bono planning.

Financial Planning 250

Financial Planning Planning Clients 250

Nerd's Eye View

APRIL 15, 2025

Cameron is the CEO of PWL Capital, a wealth management firm based in Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5B dollars) in assets under management for 2,400 client households. My guest on today's podcast is Cameron Passmore. million U.S.

Financial Advisor 130

Financial Advisor Financial Advice Planning Clients 130

Abnormal Returns

NOVEMBER 6, 2023

Podcasts Brendan Frazier on how your clients change will inevitably over time. kitces.com) Dan Haylett talks with Phil Pearlman about the relationship between health and wealth. riabiz.com) The biz Goldman Sach's ($GS) future is in wealth management. papers.ssrn.com) Taxes A 2023 year-end tax planning guide.

Wealth Management 264

Wealth Management Retirement Planning Tax Planning Financial Advisor 264

Abnormal Returns

MAY 29, 2023

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. kitces.com) Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management?

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Abnormal Returns

SEPTEMBER 18, 2023

kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management. wsj.com) Advisers How to speak to clients in a way that they understand.

Planning 264

Planning Financial Advice Wealth Management Math 264

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.

Fiduciary Duty 147

Fiduciary Duty Financial Advice Financial Planning Clients 147

Nerd's Eye View

NOVEMBER 21, 2023

Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households.

Clients 246

Clients Financial Advisor CFP Wealth Management 246

The Big Picture

JANUARY 19, 2023

Times , Investment News , Financial Planning , RIA Biz , Think Advisor , Business Insider ; Afterward, I told you the traditional financial conference was kaput. came to discuss the most important issues surrounding advising clients. Attendees from all over the country (and the world!)

Wealth Management 317

Wealth Management Financial Planning Clients Planning 317

Wealth Management

DECEMBER 15, 2023

Advisors are using Nebo to construct institutional quality, dynamic, real-time model portfolios that are personalized to each client, in a fraction of the time previously required.

Financial Planning 281

Financial Planning Assets Management Planning 281

Nerd's Eye View

OCTOBER 18, 2024

Also in industry news this week: 43% of wealth management firms are frustrated with the effectiveness of their CRM software, spurred on by challenges with integrations and workflows, according to a recent survey The Social Security Administration this week announced a 2.5% Read More.

Financial Planner 246

Financial Planner Risk Tolerance Financial Planning Clients 246

Nerd's Eye View

MAY 17, 2024

Altogether, the study suggests that social media engagement is driven more by the quality (and originality) of the advisor's content, rather than the quantity of posts. Read More.

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

Wealth Management

FEBRUARY 23, 2023

The chief brand officer of Elements discusses how they provides advisors a way to capture vital client data to present a holistic picture of their financial life.

Financial Planning 246

Financial Planning Planning Clients 246

Nerd's Eye View

JULY 10, 2023

As owners of financial planning firms approach retirement, some may decide to sell to an external buyer, while others may plan for an internal succession. Sometimes, this succession plan can include the owner's child, providing an opportunity to keep the business in the family.

Financial Planning 246

Financial Planning Retirement Planning Clients 246

Wealth Management

OCTOBER 11, 2022

Financial planning often involves managing multiple accounts. These accounts have specific risk profiles, but individually, they do not represent a client’s full risk picture or even total wealth. In fact, when accounts are viewed together, the aggregate risk may look very different.

Clients 244

Clients Financial Planning Accounting Planning 244

Wealth Management

JANUARY 21, 2025

Integrated Partners Andree Mohr details the importance of putting the clients needs first.

Financial Planning 264

Financial Planning Clients Planning 264

Nerd's Eye View

OCTOBER 17, 2023

Brad is the Co-Founder & CEO of Intellicents, an independent RIA with 12 offices across the country and headquartered in Albert Lea, Minnesota, that oversees $6 billion in assets under management for more than 3,000 client households.

Financial Planning 130

Financial Planning Planning Wealth Management Retirement Planning 130

Wealth Management

AUGUST 28, 2024

IntegriVest's founder shares her path to innovation and client-centric financial planning.

Planning 278

Planning Financial Planning Clients 278

Nerd's Eye View

APRIL 3, 2023

million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)

Estate Planning 246

Estate Planning Financial Planning Wealth Management Clients 246

Million Dollar Round Table (MDRT)

OCTOBER 8, 2024

Too many financial advisors have become simply wealth managers, not realizing that insurance is the foundation of a financial plan. It’s crucial we make sure that this foundation is strong enough to support clients financially, no matter what happens.

Financial Planning 107

Financial Planning Insurance Planning Wealth Management 107

Wealth Management

MAY 15, 2025

Behavioral economics can offer hope for helping clients navigate turbulent waters and stay focused on their long-term financial plan.

Economics 240

Economics Financial Planning Management Clients 240