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?

Financial Planner 130

Financial Planner Clients Tax Planning Planning 130

Nerd's Eye View

APRIL 22, 2025

In this episode, we talk in-depth about how Vanessa engages in a multi-meeting discovery process with clients (to first understand where they stand today with regard to estate planning and intra-family communication, and then to dig deeper into what the client wants to achieve through their legacy), how Vanessa has clients consider their family values (..)

Clients 130

Clients Planning Estate Planning Communication 130

Nerd's Eye View

JULY 8, 2024

Additionally, the upcoming Kitces Value Summit, coming December 12 , 2024, will tackle how real advisors provide and communicate their ongoing value to their clients. interest rates, and relatively little new tax legislation (yet).

Ethics 239

Ethics Education Financial Advice Communication 239

Nerd's Eye View

APRIL 29, 2025

So, whether you're interested in learning about building a sustainable next-gen service offering, effectively setting (and communicating) a minimum fee to ensure profitability, or marketing through content creation, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Gideon Drucker.

Clients 130

Clients Financial Advisor Planning Assets 130

Abnormal Returns

DECEMBER 5, 2022

riabiz.com) Communication Having a public presence can be scary for advisers. investmentnews.com) Momentum is growing for financial literacy education in high schools. (investmentnews.com) 401(k) plans Auto-enrollment helps boost 401(k) participation rates, the most for men. investmentnews.com).

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

Indigo Marketing Agency

MARCH 14, 2023

As a financial advisor, it’s crucial to effectively communicate this event to your clients to help them understand the potential impact it may have on their investments and overall financial well-being. Proactive communication is good client service. This results in less time spent educating and calming individual skittish clients.

Communication 98

Communication Banking Clients Financial Advisor 98

Abnormal Returns

SEPTEMBER 4, 2023

(kitces.com) UHNW clients A Q&A with Jill Shipley, managing director and head of governance and education at AlTi-Tiedemann Global about charitable giving. Communicate your understanding of the client’s underlying issues and concerns in terms that the client can understand.

Estate Planning 260

Estate Planning Retirement Financial Planning Planning 260

Nerd's Eye View

AUGUST 11, 2022

Furthermore, by communicating proactively, advisors can maintain the confidence their clients have in them and deflect any misleading messaging from other institutions that may guarantee products that promise any level of unrealistic certainty. Read More.

Clients 189

Clients Financial Planning Communication Education 189

eMoney Advisor

APRIL 4, 2023

Financial advisor client education can play a crucial role in providing the knowledge and life skills they’ll need to oversee and sustain their inherited wealth. Financial professionals can help by opening the lines of communication with clients and their families. Sources: 1. Cerulli Associates. Kleinhandler, David.

Education 97

Education Financial Advisor Clients Planning 97

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 (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

Nerd's Eye View

FEBRUARY 9, 2023

A simple way for advisors to educate prospects about asset minimums is to include the information on their firm’s website. This would help prospects searching for an advisor online to self-select themselves out from firms whose asset minimums may not apply to them.

Assets 246

Assets Communication Financial Planning Financial Advisor 246

Calculated Risk

SEPTEMBER 11, 2024

Indexes which increased in August include shelter, airline fares, motor vehicle insurance, education, and apparel. The indexes for used cars and trucks, household furnishings and operations, medical care, communication, and recreation were among those that decreased over the month. The index for all items less food and energy rose 0.3

Food 195

Food Medical Communication Education 195

Midstream Marketing

DECEMBER 26, 2024

Key strategies include leveraging up-to-date resources and personalizing client communications for better engagement. This platform helps enhance client communication, improve advertising efforts, and support business growth. This platform gets this and offers tools to improve client engagement and education.

Marketing 52

Marketing Marketing Communication Advertising 52

Nerd's Eye View

APRIL 24, 2023

While less capable clients will likely show little interest in financial planning concepts and can be encouraged to engage in the process through educational content that helps them better understand the potential outcomes of their plans, a more highly capable client might question or even challenge the advisor’s recommendations.

Financial Planning 246

Financial Planning Clients Planning Education 246

Calculated Risk

OCTOBER 13, 2022

The indexes for shelter, medical care, motor vehicle insurance, new vehicles, household furnishings and operations, and education were among those that increased over the month. There were some indexes that declined in September, including those for used cars and trucks, apparel, and communication. The all items index increased 8.2

Food 192

Food Medical Communication Education 192

Calculated Risk

JUNE 12, 2024

Indexes which increased in May include shelter, medical care, used cars and trucks, and education. The indexes for airline fares, new vehicles, communication, recreation, and apparel were among those that decreased over the month. The index for all items less food and energy rose 0.2 percent in May , after rising 0.3

Food 182

Food Medical Communication Education 182

Million Dollar Round Table (MDRT)

NOVEMBER 10, 2024

Would they also know that you are part of a global network that gives its members exclusive access to resources, educational opportunities and collective knowledge? Are they aware it’s all so you can offer the best and latest thinking on financial topics that matter to them?

Clients 97

Clients Ethics Education Media 97

Nerd's Eye View

AUGUST 15, 2023

Read More.

Fee Only 246

Fee Only Clients Financial Planning Financial Advisor 246

Nerd's Eye View

SEPTEMBER 21, 2022

So for advisors, it may be worth exploring whether there is anything to be learned from Ramsey's approach to financial advice – even if they may disagree on the details, advisors may find in Ramsey's advice a new and perhaps better way to communicate with (and motivate) clients.

Financial Planning 246

Financial Planning Planning Financial Advice Clients 246

Nerd's Eye View

APRIL 30, 2024

What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.

Financial Advisor 246

Financial Advisor Clients Retirement Planning 246

Calculated Risk

DECEMBER 13, 2022

The indexes for shelter, communication, recreation, motor vehicle insurance, education, and apparel were among those that increased over the month. The energy index decreased 1.6 percent over the month as the gasoline index, the natural gas index, and the electricity index all declined. percent in November , after rising 0.3

Food 174

Food Medical Communication Education 174

Nerd's Eye View

MAY 31, 2024

Going beyond FPA’s existing PlannerSearch tool, the narrowed-down list is meant to help consumers identify a focused subset of the most reputable planners.

Financial Planner 238

Financial Planner Ethics Taxes Financial Advisor 238

Nerd's Eye View

DECEMBER 28, 2023

And what if we could apply this perspective not just to how we spend our money, but also to how we use our talents and spend our time as well?

Investing 244

Investing Investments Communication Education 244

Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

Nerd's Eye View

MAY 16, 2023

We also talk about how Jim has structured his virtual-family-office-style approach not by delivering tax, legal, and other services in-house but instead by continually building a list of external tax, legal, and other professionals that he and his firm don’t just refer out to but have actively sought out and vetted based on their credentials, (..)

Valuation 246

Valuation Financial Advisor Financial Planning Recruitment 246

Financial Symmetry

MARCH 12, 2025

Higher Education and Persistent Pay Gaps 47% of women aged 25 to 34 in the U.S. Despite a generally high level of education, women still earn about 8% less than their male counterparts in the same roles. have completed college, compared to just 37% of men.

Education 51

Education Recruitment Communication Numbers 51

FMG

JANUARY 23, 2025

Marketing for financial advisors in 2025 will require a sharp focus on effective communication, personalized client experiences, and smart use of technology. A YCharts survey revealed that 74% of clients considered switching advisors due to poor communication. Event promotions, like webinars or community involvement initiatives.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Don Connelly & Associates

JUNE 24, 2024

Financial advisors who prioritize client education foster trust and instill confidence in their clients. Here are five of the most effective ways financial advisors can educate their clients: The post 5 Effective Ways Financial Advisors Can Educate Clients appeared first on Don Connelly & Associates.

Education 52

Education Financial Advisor Clients Communication 52

Mish Talk

DECEMBER 13, 2022

The indexes for shelter, communication, recreation, motor vehicle insurance, education, and apparel were among those that increased over the month. The energy index decreased 1.6 percent over the month as the gasoline index, the natural gas index, and the electricity index all declined. percent in November, after rising 0.3

Food 195

Food Medical Communication Education 195

Don Connelly & Associates

APRIL 28, 2025

As we have emphasized in past posts, the key to effective communication lies in storytelling, turning global economic trends into compelling narratives to engage, educate, and inspire action. While data and charts are helpful tools, they can sometimes overwhelm or confuse your clients rather than provide clarity.

Economics 52

Economics Financial Advice Financial Advisor Clients 52

Calculated Risk

AUGUST 10, 2023

Indexes which increased in June include shelter, motor vehicle insurance, education, and recreation. The indexes for airline fares, used cars and trucks, medical care, and communication were among those that decreased over the month. The index for all items less food and energy rose 0.2 percent in July , as it did in June.

Food 130

Food Insurance Medical Communication 130

Calculated Risk

SEPTEMBER 13, 2022

The indexes for shelter, medical care, household furnishings and operations, new vehicles, motor vehicle insurance, and education were among those that increased over the month. There were some indexes that declined in August, including those for airline fares, communication, and used cars and trucks. The all items index increased 8.3

Food 130

Food Medical Communication Education 130

Steve Sanduski

APRIL 8, 2025

Building your credibility as a thought leader via marketing and educational events. We’ve got nonstop communication internally on how this works and who it impacts. And that’s how we can communicate it and we can communicate it to the HR people: ‘Hey, this is how we understand it.’

Communication 52

Communication Engineering Financial Planning Clients 52

Midstream Marketing

NOVEMBER 26, 2024

These materials should focus on educating clients rather than pushing for a sale. Sharing helpful and educational content works really well. The Power of Educational Content In the financial services world, knowledge helps build trust. The Power of Educational Content In the financial services world, knowledge helps build trust.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

Darrow Wealth Management

MAY 17, 2024

Having your kids contribute in some way to the cost of their education can provide valuable financial lessons and prepare them for the real world. College is a major expense, so covering 100% of it financially can help students focus exclusively on their education. It also reinforces the value of money (and an education).

Education 104

Education Communication Wealth Management CFP 104

Nerd's Eye View

AUGUST 16, 2023

Successfully resolving this ambivalence often depends on internally fueled motivation; as many advisors know, no amount of education or rational argument can usually convince an ambivalent client with little motivation to take action.

Clients 246

Clients Financial Planning Planning Education 246

Integrity Financial Planning

AUGUST 28, 2022

Communicate, Communicate, Communicate. Communication is crucial when preparing heirs to inherit wealth, and this includes discussing what they plan to do with the money. There could be other reasons to update your retirement account beneficiaries, such as marriage, divorce, or the birth of a new child or grandchild.

Estate Planning 98

Estate Planning Planning Communication Retirement 98