Communication Financial Planning Planning 
Nerd's Eye View
DECEMBER 26, 2024
Just a few decades ago, giving financial advice was largely a manual process – printing lengthy financial plans, processing physical checks, and managing paper files. AI offers exciting possibilities as a brainstorming partner, editor, and copywriter.
Nerd's Eye View
JUNE 23, 2025
Advisors have a relatively brief window of time to communicate their value to prospective clients. This means advisors must communicate both their services and values within a very limited – and not always synchronous – span of time. Financially motivated prospects, meanwhile, benefit from clarity and specificity.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
MAY 15, 2025
After all, it can feel odd to create an estate plan that will impact a client’s grandchildren… when those grandchildren may be older than the advisor themselves! But walking through every page of a financial plan line by line could take up an entire afternoon and often isn’t necessary.
Nerd's Eye View
NOVEMBER 28, 2024
Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning. Pricing the impact of financial planning can be challenging, because many of its benefits – like peace of mind – are intangible, compelling in value but difficult to match with an exact price.
Wealth Management
JULY 2, 2025
As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. This means financial advisors would be well-served to focus on courting Gen Xers at this pivotal moment in their lives, Horton said.
Nerd's Eye View
JANUARY 22, 2025
Instead, acknowledging their ambivalence as a natural part of the decision-making process can help create space for them to discover the value of financial planning on their own. One effective way to facilitate this self-discovery is through self-persuasion questions.
Wealth Management
JUNE 27, 2025
I was amazed by some of the findings, including that 68% of the 414 respondents are currently using or plan to adopt AI-powered tools—only 32% had no plans to do so. Q&A: What Was Behind Schechter’s Decision to Sell to Arax? expansion with significant support from some large firms.
Expert insights. Personalized for you.
245 
Let's personalize your content