Nerd's Eye View

JUNE 13, 2024

As the financial advice industry continues to move toward providing full-blown professional services rather than focusing primarily on product sales, advisory (advicery?) Advicer concerns around scaling typically present in a couple of ways. firms are increasingly experiencing similar stages of growth in their practices.

Professional Services 189

Professional Services Financial Advice Clients Communication 189

Nerd's Eye View

AUGUST 22, 2024

As advisory firm websites have become crucial to the prospecting pipeline, displaying fees can present a delicate challenge for advisors. Read More.

Planning 100

Planning Financial Advice Communication Clients 100

Nerd's Eye View

AUGUST 12, 2024

In the modern era of financial advice, the advicer/client relationship is tightly centered on trust.

Clients 246

Clients Financial Advice Accounting Business Planning 246

Midstream Marketing

OCTOBER 30, 2024

Key Highlights The financial advice world is changing. They need to put in more effort to attract prospective clients looking for financial advice. Understanding the Marketing Landscape for RIAs The world of financial advice is changing fast. Clear communication is key. This shows social proof.

Investment Advisor 52

Investment Advisor Investments Investing Ethics 52

Sara Grillo

SEPTEMBER 18, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. I am an irreverent and fun marketing consultant for financial advisors. 17 point test.

Financial Advice 59

Financial Advice Financial Advisor Communication Consulting 59

eMoney Advisor

DECEMBER 20, 2022

Bearing this in mind, the United States Department of Labor Employee Benefits Security Administration and other financial regulators have noted their concerns about the risks of investing in cryptocurrency-related assets. The CFP Board stated the risks as follows in its communication. Crypto Investing Deserves Special Consideration.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

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

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. List your platforms here.)

Communication 52

Communication Accounting Financial Advice Clients 52

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. In the present advisory environment, advisors need to be as proficient with technological tools as they are with financial strategies.

Investments 52

Investments Investing Investment Advisor Budgeting 52

eMoney Advisor

MARCH 16, 2023

Be Clear on Fees Recent research from Fidelity shows 74 percent of investors age 30 to 39 are willing to pay for financial advice. We’ve built our business on a hybrid model of fixed financial planning fees and lower-cost AUM. I would say that’s accurate.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

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? Consumers face a lot of anxiety when it comes to meeting with a financial professional to talk about their money.

Financial Planner 59

Financial Planner Financial Advice Clients Financial Planning 59

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

eMoney Advisor

FEBRUARY 8, 2023

Offering niche financial advice allows you to deliver as much value as possible to meet particular client needs. As a niche financial professional, you want your clients to know that you can customize their plan to meet their unique circumstances. Presenting the Real You Authenticity is key in connecting with an audience.

Marketing 81

Marketing Marketing Clients Certification 81

Harness Wealth

MARCH 5, 2024

From there, tax advisors use the Harness client portal for efficient communication, fostering long-term relationships with clients. About Harness Harness seeks to make bespoke tax & financial advice accessible, intuitive, and valuable through a combination of innovative technology and exceptional advisory firms.

Taxes 52

Taxes Clients Communication Financial Advice 52

WiserAdvisor

FEBRUARY 21, 2023

Set up a system for monitoring financial accounts In the present day and age, technology can be a boon and a bane. Additionally, financial advisors can recommend cyber security solutions to their clients to ensure better protection and security from thefts. Children, grandchildren, spouses, ex-spouses, etc.,

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Midstream Marketing

APRIL 14, 2025

Sites like Facebook, LinkedIn, and Twitter allow advisors to share valuable content, engage with followers, and show their expertise in the financial industry. When financial advisors share helpful articles, blog posts, and videos on social media, they can show their knowledge and give good financial advice.

Financial Advisor 52

Financial Advisor Media Clients Financial Guidance 52

Sara Grillo

AUGUST 25, 2023

Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Midstream Marketing

MAY 18, 2025

This way, your business shows up when your target audience seeks financial advice. This approach sets you apart from others who give generic financial advice. By making relevant content about financial topics that interest pre-retirees, you build trust and authority. Why does SEO matter?

Financial Advisor 52

Financial Advisor Retirement Engineering Clients 52

International College of Financial Planning

JULY 10, 2023

The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investments 52

Clever Girl Finance

JANUARY 4, 2024

Heads Up Money by Marcus Weeks The Heads Up Money book covers complicated financial and economic topics, including supply and demand, investing, and market trends. Even though the topics are complex, the author presents them in a dynamic, fun, and easy-to-follow format geared toward kids in grades 5-12.

Budgeting 97

Budgeting Banking Investments Investing 97

Sara Grillo

JANUARY 9, 2023

The move to financial planning transparency is aflame! in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. Be as transparent as you can be in how you present your financial planning offering. Client advocacy. Regulators’ worries are justified.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Sara Grillo

JUNE 2, 2022

To see this term blurred with the top advisor definition, it makes me mad because it implies that advisors who are selected on the basis of production – and this gives me the sense that this ranking had a lot to do with precisely that – are the best financial advisors. Selling a product does not equal financial advice.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Midstream Marketing

AUGUST 13, 2024

This includes having nice brochures, clear presentations, and good website content. These professionals could have clients that need financial advice. Make your presentations interesting and filled with useful information. Conclusion In the world of financial advice, a good marketing plan is very important for success.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Indigo Marketing Agency

MAY 5, 2020

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. About Your Presenters: Claire Akin, MBA Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving top independent financial advisors.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

The Big Picture

JUNE 6, 2023

I have this one-hour presentation I do on money. RITHOLTZ: That’s more counseling than it is financial advice. I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation? No kidding.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The industry is typically about the implementation aspect of financial advice not educating and empowering the client.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

MAY 7, 2024

But we wrote that up and took it in and presented the p and l for it and got it done. And what do you do in that situation and how do you communicate that to your, to your boss, your manager, in those kinds of environments? Moms would ping her every day about financial advice. And I got General Motors to sponsor it.

Startup 147

Startup Advertising Engineering Numbers 147

Million Dollar Round Table (MDRT)

AUGUST 18, 2024

Not understanding this and not knowing if they have enough money for retirement can make it difficult for clients to act on your financial advice, explained 15-year MDRT member Brad Brain, CFP, CLU, in his 2018 MDRT Annual Meeting presentation. Outline options First, let clients know how their retirement will be funded.

Clients 104

Clients Insurance CFP Financial Advice 104

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. According to Her Money , more people are seeking professional financial advice, creating greater opportunities for more women to enter the field.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Sara Grillo

MARCH 16, 2024

Transparency is the single most powerful force that exists in realm of human communication. Short, engaging presentations – to the point before you fall asleep! Immersion was a refreshing gathering of like-minded advisors sharing best practices and their vision for the future of transparent financial advice.

Financial Advice 52

Financial Advice Communication Financial Advisor Consulting 52

The Big Picture

APRIL 25, 2023

You could probably build a better communications strategy. And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. And quite often, when you find a dispute with a client, it comes down to poor communications. You could probably build better digital tools.

Compliance 162

Compliance Clients Wealth Management Management 162

Sara Grillo

SEPTEMBER 26, 2022

If that’s the argument, but if you’re saying the CFP Board has a problem, it’s x, y and z, you don’t necessarily have to have a solution in order to be able to present that as a problem, I think that’s disingenuous type of argumentation, but seeing that you do kind of have a solution.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MAY 16, 2023

I could give you a list of a hundred people, you know, in finance today that trace their roots back to street.com present company included. They kept the reputation intact by communicating with their investors. So to think that… RITHOLTZ: This is not financial advice, you can say it on the air. LINDZON: Yes. LINDZON: Yes.

Media 290

Media Investments Investing Valuation 290