Nerd's Eye View
MARCH 21, 2025
Which reflects similar results from recently released Kitces Research on Advisor Productivity, which found that asset-based fees are used by 92% of surveyed advisory teams (and are the primary revenue source for 86% of respondents), with 42% using hourly or project fees, 37% offering retainer or subscription fees, and 34% receiving commissions (with (..)
Midstream Marketing
OCTOBER 31, 2024
Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. Financial marketing consultants provide many services. Financial marketing consultants provide many services.
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Nerd's Eye View
JANUARY 22, 2025
Self-persuasion questions can be integrated throughout the prospecting process, from the initial consultation to the assessment of a prospect's readiness to commit. This approach provides a subtle yet effective way to affirm an advisor's value while maintaining a collaborative, pressure-free dynamic.
Abnormal Returns
JULY 22, 2024
standarddeviationspod.com) Michael Kitces talks with Christi Van Rite who is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households. fastcompany.com) Advisers Off-channel communications surpassed marketing as the leading compliance concern for RIAs.
Nerd's Eye View
NOVEMBER 14, 2023
We also talk about why Eric chose to niche focus his practice because he saw firsthand from his family members who work in health care that those in the industry were being underserved and he felt that he could provide a meaningful difference in their financial lives, how Eric grew his practice by developing relationships with business consultants (..)
Nerd's Eye View
AUGUST 8, 2022
But while the messaging on many advisory firm websites speaks to a firm's capabilities, a better approach to drive engagement is to frame communication around the prospect's needs. First, it's important to make the consumer (rather than the firm) the main character in the firm's communications.
Nerd's Eye View
AUGUST 8, 2022
But while the messaging on many advisory firm websites speaks to a firm's capabilities, a better approach to drive engagement is to frame communication around the prospect's needs. First, it's important to make the consumer (rather than the firm) the main character in the firm's communications.
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