Remove Communication Remove Financial Planner Remove Tax Planning
article thumbnail

Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S. Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

article thumbnail

Kitces & Carl Ep 152: Advisory Fee Confidence And Building The Happy-Client Stoke File

Nerd's Eye View

Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility.

Clients 246
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Kitces & Carl Ep 166: Financial Planners As The Guide To Help Clients Navigate Potentially Changing Terrain?

Nerd's Eye View

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. One helpful framework to contextualize financial decisions is the concept of 'wicked' versus 'kind' learning environments.

article thumbnail

The Comprehensive Handbook for Digital Marketing for RIAs

Midstream Marketing

Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. Hosting webinars or online workshops that teach potential clients about important financial topics and show that the RIA is a leader in the field.

article thumbnail

Why Should You Care About Financial Planning?

Workable Wealth

This could come in many forms: Negative spending habits Little to no emergency fund Inadequate investment vehicles Improper risk management and insurance coverage Making emotional financial decisions Overpaying on taxes Acquiring unnecessary debt Incurring penalties and fees Let’s look at a few of these examples more in-depth.

article thumbnail

The Best Of Weekend Reading 2024: Top 24 Articles You Might Have Missed

Nerd's Eye View

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

article thumbnail

Reversing a Roth IRA Conversion

Harness Wealth

The potential for tax-free inheritance makes Roth IRAs particularly attractive for legacy planning. Qualified beneficiaries can receive distributions without incurring income taxes, creating a valuable wealth transfer tool. This approach allowed for optimization based on actual investment results rather than projections.

Taxes 52