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Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)

Nerd's Eye View

This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)

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Kitces & Carl Ep 164: Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?

Nerd's Eye View

In the 164th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how young advisors can strike the right balance between complex explanations and simplicity as they build trust and social capital. So, how can advisors strike the balance of communicating competence without overwhelming clients?

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Advisors Must Master Communicating Complex Financial Concepts in Simple Terms

Don Connelly & Associates

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.

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Financial Advisors Communicating About Market Volatility

Indigo Marketing Agency

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Why Proactive Communication Matters If theres one thing more unpredictable than the markets, its human emotion.

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From Emotion To Logic: 6 Questions To Help Clients Navigate Market-Related Fears Productively

Nerd's Eye View

Once clients have had space to express their emotions and think through their concerns, they're often in a better position to hear and engage with logical information. Framing this information as a tool, rather than a correction, can reduce resistance and increase its impact.

Clients 233
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From Emotion To Logic: 6 Questions To Help Clients Work Through Market-Related Fears Productively

Nerd's Eye View

Once clients have had space to express their emotions and think through their concerns, they're often in a better position to hear and engage with logical information. Framing this information as a tool, rather than a correction, can reduce resistance and increase its impact.

Clients 233
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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

Nerd's Eye View

FINNY AI, an AI-powered prospecting tool, has raised $4.2

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