Communication Financial Planning Retirement 
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.
Nerd's Eye View
JANUARY 22, 2025
Some prospects approach an advisor with an immediate 'problem to be solved', such as a fast-approaching retirement date. I help clients in retirement by doing X, Y, and Z."). However, not all prospects have immediate financial concerns. One effective way to facilitate this self-discovery is through self-persuasion questions.
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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. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.
Nerd's Eye View
APRIL 9, 2025
It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning. Read More.
Nerd's Eye View
JUNE 18, 2025
In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. Given how easily clients may conflate a discussion of potential tax savings with an endorsement to act, advisors must be extremely careful in how they communicate tax-related strategies.
Don Connelly & Associates
DECEMBER 16, 2024
Whether planning for retirement, investing in volatile markets, or managing tax implications, clients are often presented with intricate information that can leave them overwhelmed, confused, and anxious, undermining their ability to make informed decisions.
Wealth Management
JUNE 27, 2025
So far, I’ve written about AI notetaker Jump and its integration with the financial planning application RightCapital , and the AI-powered financial planning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.
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