Nerd's Eye View

AUGUST 22, 2022

However, despite the impact that cash may have on a person's mindset, advisors have traditionally spent little time advising clients on what to do with their cash - except simply to tell them not to hold too much for risk of losing value to inflation. Read More.

Clients 226

Clients Management Accounting Economics 226

Nerd's Eye View

AUGUST 22, 2022

However, despite the impact that cash may have on a person's mindset, advisors have traditionally spent little time advising clients on what to do with their cash - except simply to tell them not to hold too much for risk of losing value to inflation. Read More.

Clients 205

Clients Management Accounting Economics 205

Abnormal Returns

JANUARY 30, 2023

Podcasts Daniel Crosby talks with Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, about understanding our money stories. thinkadvisor.com) Practice management How Thomas Kopelman used content marketing thoughtfully to build an advisory practice. kitces.com) How to communicate with a client leaving your practice.

Management 180

Management Nonprofit Financial Planning Communication 180

Nerd's Eye View

AUGUST 10, 2022

When financial planning clients think about their future, they might imagine a relaxing retirement, world travel, or other pleasant experiences. And using this perspective, advisors can add value for clients by helping them prioritize their goals and explore whether their current behaviors match their desired outcomes.

Clients 177

Clients Planning Management Financial Planning 177

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 203

Clients Communication Financial Advisor Wealth Management 203

Wealth Management

APRIL 16, 2024

Merrill Wealth Management added around 7,300 net new clients during the first quarter, which was in line with the previous two quarters but down year-over-year.

Clients 108

Clients Assets Wealth Management Management 108

BlueMind

OCTOBER 25, 2022

Category: Clients Risk. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. This will allow you to get a general sense of where your client’s risk tolerance stands.

Risk Management 97

Risk Management Clients Risk Tolerance Management 97

Nerd's Eye View

JULY 24, 2023

As a financial advisor, there are many potential sources of advice on running a practice and serving clients, from fellow advisors to coaches to academic researchers and others. This raises the question for advisors of how to evaluate practice management advice and industry research and which sources of advice to trust.

Management 230

Management Financial Advisor Clients Planning 230

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly.

Clients 224

Clients Fee Only Advertising Planning 224

Nerd's Eye View

FEBRUARY 7, 2023

Jim is a Co-Founder of Motive Wealth Advisors, an independent RIA based in the suburbs of Detroit, Michigan, that oversees $250 million in assets under management for nearly 50 families.

Clients 130

Clients Management Financial Advisor Wealth Advisor 130

Steve Sanduski

MARCH 12, 2024

Guest: Alex Miele, CFP® , a Managing Director and Partner with Hierax Wealth Partners. Alex’s fifteen years of service in the wealth management industry has focused on advocating for her clients throughout every permutation of their financial lives. Alex’s ideal clients and some of their typical pain points.

Wealth Management 52

Wealth Management Clients Management CFP 52

Million Dollar Round Table (MDRT)

APRIL 14, 2024

Levasseur, CLU, MS Ed Like many financial advisors, we want clients who will show behaviors that make them easy to work for and help us serve them better. We also want those clients to introduce us to more people like themselves. We then ask them to grade us in four areas that mean a lot to them.

Clients 59

Clients Financial Advisor Assets Planning 59

The Big Picture

OCTOBER 28, 2023

This week, we speak with Michael Carmen , co-head of private investments at Wellington Management Co. LLP, which has more than $1 trillion in assets under management. Carmen, who manages the diversified late-stage growth equity business, previously managed institutional portfolios in the multi-cap growth style.

Management 140

Management Investing Investments Portfolio 140

Nerd's Eye View

APRIL 2, 2024

Hans is the founder of Intelligent Investing, an RIA based in Greenville, South Carolina, that oversees $50M in assets under management for 40 client households.

Clients 163

Clients Financial Advisor Assets Retirement 163

Nerd's Eye View

APRIL 26, 2023

One of the most intimidating aspects of launching a solo advisory firm is the question of how to manage compliance. Creating a compliance calendar for a solo RIA can help to systematize and manage compliance tasks, requirements and deadlines. Read More.

Compliance 237

Compliance Clients Advertising Accounting 237

Abnormal Returns

FEBRUARY 13, 2023

kitces.com) Matt Reiner talks client expectations with Daniel Crosby who is the Chief Behavioral Officer at Orion Advisor Solutions. etf.com) Things to keep in mind when direct indexing a client's portfolio. fa-mag.com) How to advise clients in the government Thrift Savings Plan. forbes.com) A ten-point Medicare primer.

Clients 199

Clients Retirement Financial Services Taxes 199

Nerd's Eye View

AUGUST 10, 2023

Financial advisors who have established and successfully built up their advisory firms over several years can often go through many stages of firm development, requiring them to hire staff and additional advisors to manage their growing clientele.

Financial Advisor 174

Financial Advisor Clients Communication Management 174

Leading Advisor

JUNE 8, 2023

Client, Marketing & Sales Flow, and Practice Management are critical. You must stay in your existing Client,… The post Which is more important? Client, Marketing & Sales Flow or Practice Management? One will only be sustainable with the other. appeared first on Leading Advisor - Simon Reilly.

Sales 74

Sales Clients Management Marketing 74

Nerd's Eye View

JUNE 20, 2023

Tony is the Co-founder and COO for Hixon Zuercher Capital Management, an independent RIA based in Findlay, Ohio, that oversees more than $300 million in assets under management for nearly 330 client households. Welcome back to the 338th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Tony Hixon.

Retirement 242

Retirement Clients Financial Advisor Financial Planning 242

Nerd's Eye View

NOVEMBER 13, 2023

Traditionally, financial planning meetings have been held face-to-face in an advisor's office, and over the years, a body of research has emerged showing that how the advisor's office is laid out can have a significant impact on how clients perceive the advisor, their mood during the meeting, and even their resulting financial planning decisions.

Clients 224

Clients Financial Planning Planning Communication 224

Carson Wealth

APRIL 4, 2024

Once cognition or health is impaired, things can become far more difficult for everyone to manage. You will also need to notify the appropriate government agencies and fill out any necessary forms before you can manage your parents’ benefits. Begin by emphasizing that you are there for them and that you will follow their lead.

Management 137

Management Healthcare Medical Estate Planning 137

Tobias Financial

AUGUST 15, 2023

Professional growth and development of our employees is very important to us, which is why we are thrilled to announce that Melanie Leal Ramirez has been promoted to Client Service Manager! Her continued pursuit of knowledge and desire to lead projects that enhance our client service experience are truly commendable.

Clients 52

Clients Management Financial Planning Assets 52

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 204

Clients Financial Advisor Wealth Management CFP 204

Nerd's Eye View

APRIL 25, 2023

Ari is Managing Partner of Values Added Financial, an independent RIA based in Washington, D.C., that oversees $143 million in assets under management (AUM) for nearly 75 client households.

Management 244

Management Financial Advisor Clients Ethics 244

The Big Picture

JULY 15, 2023

The deep value and special situation fund manages $10 billion in assets. Before founding Knighthead Capital, Wagner was a managing director responsible for running the distressed and high-yield credit trading desks at Goldman Sachs & Co. Tom Wagner Current Reading One Second After by William R.

Management 130

Management Assets Accounting Investing 130

Nerd's Eye View

OCTOBER 19, 2023

Much of the marketing and practice management advice in the financial advisory space comes back to 1 recommendation: Specialize in a niche. Most commonly, niches present as particular needs of a firm's clients. These needs are often understood in terms of a client's occupation (e.g.,

Clients 197

Clients Financial Advisor Financial Advice Financial Services 197

A Wealth of Common Sense

JANUARY 16, 2024

Diversification is one of the first building block portfolio management concepts I ever learned in my first job in the investment industry. Our firm would create a Harry Markowitz efficient frontier chart for every client portfolio.

Portfolio Management 103

Portfolio Management Portfolio Management Clients 103

Nerd's Eye View

APRIL 26, 2023

One of the most intimidating aspects of launching a solo advisory firm is the question of how to manage compliance. accounting reports, client contract templates, and a surety bond) and filing an annual renewal fee near the end of the year. Read More.

Compliance 240

Compliance Clients Advertising Accounting 240

Nerd's Eye View

APRIL 24, 2023

Financial advisors will sometimes talk about ‘bad’ clients who don’t act on the advice being provided. Advice Engagement is a framework that can help advisors address the challenge of motivating clients. by ensuring that clients receive information in a way that is useful for them); education (e.g.,

Financial Planning 221

Financial Planning Clients Planning Education 221

Wealth Management

OCTOBER 24, 2023

The CAIS Solutions software-as-a-service platform allows advisors to manage all clients’ alternative investments, even those not sourced through CAIS’s marketplace.

Management 112

Management Investing Investments Clients 112

Nerd's Eye View

MARCH 5, 2024

Rob is the Senior Partner of NWF Advisory, a hybrid firm based in Los Angeles, California, where he oversees nearly $500M in assets under management for 200 client households.

Clients 130

Clients Financial Advisor Medicine Financial Planner 130

Steve Sanduski

APRIL 22, 2024

If you’re like me, then you’ve heard the same type of advice like “Segment your book of business into A, B, C, D clients” and “Take great care of your A&B clients.” ” I’ve also heard that “Your A clients subsidize your C&D clients.” Now look at the clients above the range.

Clients 59

Clients Financial Advice CFP Numbers 59

Nerd's Eye View

JANUARY 18, 2023

However, a recent paper by Pascal Böni and Sophie Manigart in the Financial Analysts Journal sheds new light on how private debt has performed over time and provides insight into what factors advisors and their clients should focus on when considering private debt for their portfolios. Read More.

Assets 191

Assets Clients Portfolio Asset Allocation 191

Wealth Management

MARCH 5, 2024

The bank’s Private Markets Transaction Desk will assist Morgan Stanley Wealth Management clients seeking to invest in the highly-fragmented and opaque market for private shares.

Clients 96

Clients Wealth Management Management Investing 96

Nerd's Eye View

JUNE 15, 2023

For many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client’s values, and developing a meaningful plan to help them reach their financial goals. pressure from family members, an attractive 'deal' offered by an investment management firm, etc.)

Clients 181

Clients Investing Investments Communication 181

Wealth Management

FEBRUARY 20, 2024

BUNKR co-founder and CEO Kurt Long talks about the evolution of the wealth management space and how the relationship between advisor and client is becoming tighter.

Clients 111

Clients Wealth Management Management 111