Nerd's Eye View

MARCH 21, 2024

For many financial advicers, helping long-time clients identify and progress toward their goals eventually transitions into conversations around the best ways to enjoy the fruits of their labor once they reach them. And by ensuring that their clients are equipped with (and know how to follow!)

Clients 187

Clients Financial Planning Financial Advice Retirement 187

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

Nerd's Eye View

APRIL 4, 2024

Ultimately, the key point is that there are a number of ways that the financial planning industry can tackle the looming spike in demand for new advisors without imposing an artificial obligation on advisors, which, if not met, would imply a deficiency in professional duty.

Financial Planner 190

Financial Planner CFP Professional Services Financial Planning 190

Nerd's Eye View

MAY 15, 2023

But in reality, none of these advances meant the end for the advice industry; rather, they often made financial advisors more productive by increasing their efficiency with back-office tasks from producing financial planning calculations more quickly and accurately to being able to serve more clients across the country.

Financial Advisor 240

Financial Advisor Financial Planning Financial Advice Clients 240

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. However, as advisor technology continues to evolve, many tools have focused on helping advisors scale their financial advice to accommodate growing businesses.

Planning 216

Planning Financial Planning Financial Advice Clients 216

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 234

Fee Only Clients Financial Planning Financial Advisor 234

eMoney Advisor

MARCH 16, 2023

Along the way, I’ve gathered six key insights about financial planning for Millennials. However, sometimes it gets to be too much when it comes to financial topics. Then we do the financial plan and tax planning around that—it’s been a lot of fun. I would say that’s accurate.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Nerd's Eye View

FEBRUARY 28, 2024

Initial outreach to a financial advicer rarely (if ever) results from a prospective client waking up in the middle of the night in a cold sweat because they just figured out that they're in desperate need of a comprehensive financial plan.

Planning 216

Planning Financial Advice Financial Planning Clients 216

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

Nerd's Eye View

AUGUST 15, 2022

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. Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people.

Clients 164

Clients Financial Advice Financial Planning Fee Only 164

Abnormal Returns

MARCH 6, 2023

Podcasts Christine Benz and Jeff Ptak talk with Stacy Francis who is president and CEO of Francis Financial about working with female clients. morningstar.com) Brendan Frazier talks with Ted Klontz about how to better motivate, communicate and connect with clients and prospects.

Compliance 147

Compliance Wealth Management CFP Financial Advice 147

Nerd's Eye View

AUGUST 15, 2022

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. Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people.

Clients 149

Clients Financial Advice Financial Planning Fee Only 149

Nerd's Eye View

APRIL 18, 2024

For over a decade, the financial advice industry has been bracing for an "any-minute-now" tsunami of advisor retirements and concomitant sales of financial planning practices. Which begs the question, to what extent should an advisory firm owner discount the sale price of their firm for a next-gen successor?

Planning 130

Planning Valuation Sales Clients 130

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. These clients may just need someone to talk to, and the advisor can help by providing reassurance on the status of their financial plan.

Clients 186

Clients Financial Advisor Financial Advice Financial Planning 186

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 154

Financial Planner Financial Advice Financial Advisor Financial Planning 154

Nerd's Eye View

JANUARY 22, 2024

If clients and advisors approach issues with a fundamentally different psychology, then an advisor's 'comprehensive' advice may not address the client's actual problems. Fortunately, financial advicers can bridge these communication gaps in a few ways, starting with their discovery process.

Financial Advisor 189

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 189

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

FMG

JANUARY 24, 2024

Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors. So why are so few financial advisors marketing to millennials ?

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Nerd's Eye View

OCTOBER 19, 2023

Ultimately, the key point is that while accessibility is a real issue – both for prospects whose needs are highly specialized and for those who may not have the means to afford planning services – advisors can find sustainable ways to serve those who may have been excluded from traditionally offered advice services.

Clients 185

Clients Financial Advisor Financial Advice Financial Services 185

Nerd's Eye View

DECEMBER 6, 2022

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

Nationwide Financial

NOVEMBER 10, 2022

When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Financial scams targeting veterans.

Financial Planning 52

Financial Planning Planning Education Clients 52

International College of Financial Planning

JULY 20, 2022

CFP course helps to create professionals who are skilled in the field of Financial Planning, Investment Planning, Consultation Solutions, Personal Finance, etc. CFP courses include Finance Courses, Financial Planning Courses , Risk Analysis & Insurance Planning Courses, Tax & Estate Planning Courses, etc.

Risk Analysis 52

Risk Analysis Certification CFP Certified Financial Planner 52

International College of Financial Planning

DECEMBER 23, 2023

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. Their compensation often comes from (1) commissions on transactions based on advice provided or (2) fees for financial plan construction.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

Zoe Financial

OCTOBER 2, 2023

Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

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. How has AI transformed money management so far?

Management 59

Management Financial Advice Financial Advisor Risk Tolerance 59

International College of Financial Planning

MARCH 31, 2023

Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management. Wealth managers specialize in managing wealth and providing financial advice to their clients.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

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. What are some advantages of a CRM?

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Indigo Marketing Agency

AUGUST 23, 2023

Even I, a millennial, find myself seeking guidance from advisors for: Retirement planning Tax strategies Life insurance Real estate College funds for children Long-term care plans Estate arrangements Given their life stage, millennials require assistance with various financial planning aspects.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Financial Advice 52

eMoney Advisor

JUNE 6, 2023

This means that even if someone has a high level of financial knowledge, a cognitive bias may impact their decision making. Due to their lack of trust, some consumers turn elsewhere, such as digital resources, family members, and social media for their financial advice. their experiences, biases, etc.)

Financial Planner 52

Financial Planner Financial Planning Financial Advice Clients 52

International College of Financial Planning

MAY 29, 2023

In this blog post, we will explore the advantages of pursuing an Integrated Diploma in Wealth Management from the International College of Financial Planning (ICOFP) and why it’s the right choice for a career in finance. appeared first on International College of Financial Planning.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

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

International College of Financial Planning

JULY 10, 2023

Additionally, acquiring relevant certifications and qualifications such as a postgraduate degree in finance, chartered financial analyst (CFA) designation, or certified financial planner (CFP) certification can enhance credibility and employability. Excellent communication and interpersonal skills.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Midstream Marketing

MARCH 8, 2023

What is funny is if you put the following question to ChatGPT “Are you going to replace financial advisors?” They can also help clients navigate complex financial decisions and provide emotional support during times of financial stress. Plus there is a whole host of advice that is not even curated by ChatGPT.

Financial Advisor 52

Financial Advisor Communication Clients Financial Advice 52

AdvisorPR

MAY 13, 2020

Your live presentations, appointment process, onboarding and ongoing client communication processes call all be done virtually, with the adaption of technology. Once you’ve worked through your virtual advisor processes, communication will be the driving factor to your success going forward. Sure, it’s not the same, but nothing is.

Communication 52

Communication Accounting Financial Advice Clients 52

Indigo Marketing Agency

APRIL 1, 2020

We all know that financial advice is a trust-based business. Especially during tough times and market volatility, it’s critical for advisors to create authenticity in their virtual communications. Your Customer Relationship Management (CRM) software heavily comes into play when choosing how to communicate and with which clients.

Communication 52

Communication Clients Healthcare Accounting 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