Nerd's Eye View

OCTOBER 20, 2022

And though clients may mean well, making changes to investments based on political events is often not a good idea for the long-term health of their financial plans, as well-designed portfolios are designed to safeguard against market turbulence that might result from those events.

Portfolio 246

Portfolio Clients Financial Planning Communication 246

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 246

Planning Financial Planning Financial Advice Clients 246

eMoney Advisor

JANUARY 10, 2023

When financial professionals know how to effectively present a financial plan, they can better engage clients in the planning process and earn clients for life. Presenting a financial plan, however, isn’t as simple as running through the numbers. Communicate Clearly and Effectively.

Financial Planning 76

Financial Planning Planning Financial Planner Communication 76

Million Dollar Round Table (MDRT)

DECEMBER 10, 2024

I would take those numbers and spend a lot of time carefully crafting a financial plan and creating proposals. Then I would present the plan to the client. Just like that, all the time spent on their financial plan was wasted because of bad data.

Clients 104

Clients CFP Financial Planning Retirement 104

Nerd's Eye View

NOVEMBER 13, 2023

Traditionally, financial planning meetings have been held face-to-face in an advisor's office, and over the years, a body of research has emerged showing that how the advisor's office is laid out can have a significant impact on how clients perceive the advisor, their mood during the meeting, and even their resulting financial planning decisions.

Clients 246

Clients Financial Planning Planning Communication 246

Nerd's Eye View

APRIL 10, 2023

Hosted by Joel Bruckenstein and his team from T3 Consulting, the conference covered everything from how technology providers are continuing to expand their features and integration capabilities to how advisors can manage their own expanding tech stacks to the ever-present question of how AI tools like ChatGPT will impact the advisory industry.

Financial Advisor 242

Financial Advisor Financial Planning Planning Consulting 242

Nerd's Eye View

DECEMBER 29, 2022

While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care. Read More.

Financial Services 234

Financial Services Communication Financial Advisor Financial Planning 234

Nerd's Eye View

JUNE 27, 2024

The practice of asking questions has always been an integral part of the financial planning process. In the early days of the advicer industry, those questions almost exclusively dealt with facts around a client's or prospect's financial situation to determine (ultimately) what products the adviser should recommend.

Clients 185

Clients Financial Planning Communication Planning 185

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 246

Tax Planning Compliance Taxes Financial Advisor 246

Nerd's Eye View

FEBRUARY 7, 2024

These 'situation' questions (which, again, are also more effective when presented in the command/statement form) help the client tell the story around their facts and share why something is important to them.

Clients 246

Clients Communication Financial Planning Retirement 246

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Financial Planner 246

Financial Planner Ethics Financial Advisor Clients 246

Nerd's Eye View

JULY 11, 2022

Financial advisors are often responsible for working with a wide range of individuals, both among their client base and coworkers, who each have their own personality, beliefs, and style of communication. Read More.

Financial Advisor 242

Financial Advisor Clients Communication Financial Planning 242

Nerd's Eye View

SEPTEMBER 5, 2024

A cornerstone service that many financial advisors provide is education. One potential dynamic of these conversations might involve the advisor's bruised feelings from knowing the client had been searching for financial planning answers somewhere else rather than coming to the advisor and asking their questions directly.

Education 213

Education Clients Financial Planning Communication 213

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 189

Financial Planner Financial Advice Financial Advisor Financial Planning 189

Nerd's Eye View

OCTOBER 19, 2023

Most commonly, niches present as particular needs of a firm's clients. Because as the industry continues to grow, so too will the demand for accessible financial planning advice! These needs are often understood in terms of a client's occupation (e.g., Read More.

Clients 245

Clients Financial Advisor Financial Advice Financial Services 245

Nerd's Eye View

AUGUST 28, 2024

Alternatively, some advisors have instead opted to collect clients' login information so they can execute the trades in their clients' accounts themselves –presenting numerous data security and compliance issues for the advisor (and can lead to the advisor being considered to have custody over client assets).

Assets 246

Assets Management Clients Compliance 246

Nerd's Eye View

AUGUST 28, 2024

Alternatively, some advisors have instead opted to collect clients' login information so they can execute the trades in their clients' accounts themselves –presenting numerous data security and compliance issues for the advisor (and can lead to the advisor being considered to have custody over client assets).

Assets 245

Assets Management Compliance Retirement Planning 245

Nerd's Eye View

JANUARY 24, 2023

Welcome back to the 317th episode of the Financial Advisor Success Podcast ! Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households.

Management 246

Management Financial Advisor Planning Retirement 246

WiserAdvisor

NOVEMBER 4, 2022

For these reasons and several others, it is essential to follow specific financial planning tips for dual-income families. If you wish to learn about financial strategies that can help dual-income families plan their finances better, consider seeking the services of a professional financial advisor for the same.

Financial Planning 93

Financial Planning Planning Taxes Financial Advisor 93

eMoney Advisor

DECEMBER 5, 2022

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners. Sources: 1 Asebedo, Ph.D.,

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Nerd's Eye View

SEPTEMBER 14, 2022

When it comes to helping clients clarify their most important financial planning goals and priorities, many advisors may find it difficult to facilitate the insightful conversations necessary to guide clients through an exploration of these values.

Clients 245

Clients Financial Planning Planning Communication 245

Investment Writing

OCTOBER 15, 2024

Metaphors are powerful tools for communication. I couldn’t get the phrase “the pebble in the shoe” out of my mind after an advisor mentioned it to me at an annual conference of the Financial Planning Association of Massachusetts back in 2011. This is true even though I didn’t attend Fithian’s presentation.

Communication 102

Communication Financial Planning Clients Planning 102

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

Steve Sanduski

APRIL 8, 2025

Keen Wealth’s checklist-driven financial planning process. Using a vision for the future and community impact to attract and retain top talent. We’ve got nonstop communication internally on how this works and who it impacts. Why engineers aren’t as difficult to work with as some advisors might think.

Engineering 52

Engineering Communication Financial Planning Clients 52

Midstream Marketing

DECEMBER 26, 2024

This blog post will explore the importance of advisor marketing in todays evolving financial services industry, focusing on strategies for success. Key strategies include leveraging up-to-date resources and personalizing client communications for better engagement. It is part of the broader Broadridge Advisor Solutions.

Marketing 52

Marketing Marketing Communication Advertising 52

Nerd's Eye View

DECEMBER 29, 2022

While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care. Read More.

Financial Services 130

Financial Services Communication Financial Advisor Financial Planning 130

Nerd's Eye View

JULY 16, 2024

What's unique about Christi, though, is how she evolved her career into providing this type of unique family office service after nearly a decade of working as a more 'traditional' financial advisor, when she realized that she had developed a unique skill set to get very deeply involved in the (many) administrative demands of running complex ultra-high-net-worth (..)

Clients 130

Clients Financial Advisor Financial Planning Consulting 130

Workable Wealth

OCTOBER 14, 2020

Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. A healthy financial plan gives you the tools to take control of your finances and start living your life with passion, purpose, and freedom. So what’s the value of a financial plan?

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

Integrity Financial Planning

JULY 27, 2023

In an era where communication didn’t happen instantly, the thrill of opening a letter, carefully unfolding it from its envelope, and reading someone’s thoughts, feelings, or news was immeasurable. Instead, it’s about cherishing the memories, enjoying the present, and looking forward to the future.

Financial Planning 93

Financial Planning Communication Planning Retirement 93

Nerd's Eye View

OCTOBER 25, 2022

Read More.

Clients 130

Clients Financial Advisor Communication Financial Planning 130

Clever Girl Finance

JANUARY 10, 2025

By aligning your money values with your ethics, you create a financial plan that reflects who you truly are and what matters most. Ask yourself: Are my current financial choices still aligned with what I value most? This regular check-in allows you to adjust your financial plan as needed.

Ethics 98

Ethics Budgeting Retirement Accounting 98

Million Dollar Round Table (MDRT)

FEBRUARY 4, 2024

By Bryce Sanders Like every profession, people believe in misconceptions about financial advisors and insurance agents. This likely involves financial planning, presenting a proposal addressing their issues, making investments, and meeting periodically to review performance and progress. How you do business.

License 110

License Insurance Financial Advisor Financial Planning 110

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

eMoney Advisor

DECEMBER 14, 2022

If you’re a financial advisor struggling to figure out how to grow your audience on LinkedIn, or you’d like to improve the content you’re putting out on social media forums, this article has solid suggestions. Financial Planning KPIs Your Firm Should Be Tracking. Financial Planning for Millennials.

Financial Planner 78

Financial Planner Financial Planning Retirement Clients 78

BlueMind

MAY 10, 2022

With the competition becoming fierce in the growing financial industry, you need an edge to set yourself apart from your competitors. That can be done by asking the right financial planning questions and providing your clients with a unique and extraordinary advisor-client experience.

Financial Planning 52

Financial Planning Clients Planning Financial Advisor 52

Indigo Marketing Agency

JULY 23, 2024

The presentation should be simple yet engaging; authoritative, yet welcoming. Instead of setting your web presence on the back burner for another month, draw inspiration from some of the effective, professional websites for financial advisors that the marketing experts here at Indigo Marketing Agency have built recently.

Financial Advisor 98

Financial Advisor Certified Financial Planner Retirement Clients 98

eMoney Advisor

FEBRUARY 14, 2023

Financial planning for couples can get messy. That’s why in my financial planning practice , I leverage the skills of a marriage and family therapist. Thankfully, I was able to get the couple to have a productive talk about their financial plan and help them find peace of mind.

Financial Planning 40

Financial Planning Planning Communication Clients 40