Nerd's Eye View

AUGUST 15, 2023

Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Fee Only 230

Fee Only Clients Financial Planning Financial Advisor 230

Nerd's Eye View

MARCH 23, 2023

Offering financial advice can mean many things for different financial advisors, and there are many reasons that advisors choose to join the planning profession.

Financial Advice 130

Financial Advice Communication Financial Planning Marketing 130

International College of Financial Planning

DECEMBER 23, 2023

A financial advisor is a pivotal figure in the realm of investments and financial decision-making. These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. In its most recent report on U.S. Which, in turn, has prompted some to wonder if firm owners have a specific obligation to their profession to hire and train next-gen talent.

Financial Planner 185

Financial Planner CFP Professional Services Financial Planning 185

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Nerd's Eye View

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Planning 211

Planning Financial Planning Financial Advice Clients 211

Nerd's Eye View

OCTOBER 6, 2022

When it comes to politically charged discussions, financial advisors generally try to stay neutral and focus on providing clients with objective financial advice. If a client is adamant about their concerns, it may be a good idea for the advisor to perform a check-in to determine where their feelings are coming from.

Clients 181

Clients Financial Advisor Financial Advice Financial Planning 181

FMG

OCTOBER 6, 2022

Technology is one of the most important components of a financial advisor’s business. From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. The average advisor serves 156 clients.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Indigo Marketing Agency

AUGUST 23, 2023

These trendsetters now form the bulk of the global workforce, and as they ascend, they’re on the lookout for financial advisors who understand their evolving financial landscape. Beneath the surface, there are three compelling reasons why financial advisors should focus on millennials.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Financial Advice 52

Nerd's Eye View

SEPTEMBER 8, 2022

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client. developing a valuable offering for consumers.

Financial Planner 151

Financial Planner Financial Advice Financial Advisor Financial Planning 151

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Read More.

Clients 161

Clients Financial Advice Financial Planning Fee Only 161

WiserAdvisor

FEBRUARY 21, 2023

Considering the fact that the country’s population is likely to have more older people in the near future, it becomes vital to ensure the financial interests of the community are safeguarded at all costs. Elder financial planning can help eliminate some common issues faced by older people.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Nerd's Eye View

OCTOBER 19, 2023

While there is no 'silver (or blue) bullet' for financial advisors looking to serve those who may otherwise lack access to financial services, differentiating themselves by narrowing their focus on a specific area can still be a good first step. Read More.

Clients 180

Clients Financial Advisor Financial Advice Financial Services 180

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Read More.

Clients 147

Clients Financial Advice Financial Planning Fee Only 147

International College of Financial Planning

JULY 10, 2023

This blog post will discuss the various aspects of being an investment advisor in India, including career prospects, roles and responsibilities, qualifying exams, necessary qualifications, job opportunities, and salary potential. Critical skills for investment advisors include: Strong analytical abilities.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

MAY 9, 2024

This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients. Advancements in Budgeting Tools The rise of robust online budgeting tools represents a significant leap in the technology available for financial planning.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Nerd's Eye View

DECEMBER 6, 2022

Welcome back to the 310th episode of the Financial Advisor Success Podcast ! Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Clients 130

Clients Financial Advice Financial Advisor Consulting 130

eMoney Advisor

MARCH 16, 2023

Early in my career at a large broker-dealer in San Francisco, I noticed retirees were the ones getting all the attention, while the Millennials were craving financial knowledge and the attention of financial advisors. Tax and insurance advice was also somewhat constrained. I would say that’s accurate.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

International College of Financial Planning

SEPTEMBER 3, 2021

After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Many times, it happens that the idea of choosing a financial advisor fills you with fear and dread. How to Compensate Financial Advisors?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Zoe Financial

OCTOBER 2, 2023

Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. What to look for in this upcoming week? – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

WiserAdvisor

OCTOBER 5, 2023

However, a vast majority of people still place their trust in human financial advisors with whom they can communicate face-to-face and receive pertinent financial advice. The result is a personalized investment strategy tailored to your needs and financial goals. Need a financial advisor?

Management 59

Management Financial Advice Financial Advisor Risk Tolerance 59

Midstream Marketing

MARCH 8, 2023

We had been using an amazing copywriter, a veteran writer in the financial advisor space for over 20 years. This led to a conversation about ChatGPT and how it can help financial advisors jump-start the content creation process. In fact, it actually really just shows how powerful and unique your “advice” is.

Financial Advisor 52

Financial Advisor Communication Clients Financial Advice 52

eMoney Advisor

JUNE 6, 2023

Lack of Trust in Financial Advice Countless Americans rely on financial advisors to plan for the near term and the future, but the financial advisor industry is running into a credibility problem: relatively few American consumers trust it. their experiences, biases, etc.)

Financial Planner 52

Financial Planner Financial Planning Financial Advice Clients 52

eMoney Advisor

NOVEMBER 22, 2022

As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would you be taking financial advice from another financial planner? Financial Psychology for the Planner. Establish a Financial Planning Relationship of Your Own.

Financial Planner 59

Financial Planner Financial Advice Clients Financial Planning 59

Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an hourly financial advisor?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Indigo Marketing Agency

APRIL 5, 2023

Recently, Indigo’s very own Hugo Fernandez was featured in a webinar with Schwab Advisor Services. As CEO of Indigo Marketing Agency and author of The Client Acquisition Blueprint , Hugo has a wide range of knowledge about marketing for financial advisors. Financial advisor in Los Angeles, CA).

Engineering 52

Engineering Financial Advisor Clients Financial Planning 52

AdvisorPR

MAY 13, 2020

An Advisor’s Guide to “The New Normal” of Business During COVID-19 It’s the “new normal” they say. “We So how is a financial advisor supposed to “advise” amidst a lingering pandemic? Once you’ve worked through your virtual advisor processes, communication will be the driving factor to your success going forward.

Communication 52

Communication Accounting Financial Advice Clients 52

Darrow Wealth Management

NOVEMBER 17, 2022

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. .

Taxes 95

Taxes Wealth Management Tax Planning Planning 95

eMoney Advisor

FEBRUARY 8, 2023

Ninety-eight percent of financial clients indicate that a financial advisor’s website is important to them, and a third of them say that it is extremely important. Offering niche financial advice allows you to deliver as much value as possible to meet particular client needs.

Marketing 81

Marketing Marketing Clients Certification 81

WiserAdvisor

JANUARY 23, 2024

The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. These are often cited in financial news.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52

Sara Grillo

JUNE 2, 2022

There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. I’m keeping a running tally of these BS advisor ranking lists and please let me know if there are any I am missing, I’ll put them on my hit list. I am a CFA® charterholder and financial advisor marketing consultant.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Indigo Marketing Agency

MAY 5, 2020

If you’re like most advisors, you’re likely starting to come up for air after the shock of the coronavirus pandemic. Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52