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 198

Financial Planner Ethics Financial Advisor Clients 198

Nerd's Eye View

AUGUST 8, 2022

But while the messaging on many advisory firm websites speaks to a firm's capabilities, a better approach to drive engagement is to frame communication around the prospect's needs. First, it's important to make the consumer (rather than the firm) the main character in the firm's communications.

Communication 181

Communication Consulting Clients Financial Advisor 181

Nerd's Eye View

MAY 18, 2023

In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss best practices for gracefully letting an employee go when the advisory firm owner decides they no longer want to grow into a business but would rather revert to being a solo advisor instead.

Communication 174

Communication Management Clients Numbers 174

Nerd's Eye View

AUGUST 8, 2022

But while the messaging on many advisory firm websites speaks to a firm's capabilities, a better approach to drive engagement is to frame communication around the prospect's needs. First, it's important to make the consumer (rather than the firm) the main character in the firm's communications.

Marketing 166

Marketing Marketing Communication Consulting 166

Million Dollar Round Table (MDRT)

AUGUST 8, 2023

Clear communication: Using straightforward language ensures that product information is easily understandable, creating a faster client experience. No matter who you are, there are opportunities to streamline design, usability, communication, accessibility and problem resolution.

Clients 78

Clients Communication Financial Advisor Numbers 78

Nerd's Eye View

MARCH 8, 2024

Read More.

Financial Planner 186

Financial Planner Asset Allocation Clients Risk Management 186

Nerd's Eye View

OCTOBER 24, 2023

In this episode, we talk in-depth about how, despite some false starts and initially problematic underpricing, Sarah-Catherine intentionally built her financial planning fee to transparently communicate her value and the work she does as a financial advisor while also pricing within a range for her originally accidental (but now fully embraced) niche (..)

Financial Advisor 184

Financial Advisor Financial Planning Planning Fee Only 184

Good Financial Cents

MAY 11, 2023

The scams involve individuals receiving calls from fake international numbers , causing concern and confusion among users. Reports of unsolicited WhatsApp calls and messages from purported international numbers have inundated social media platforms, particularly Twitter.

Education 85

Education Numbers Accounting Communication 85

The Big Picture

FEBRUARY 16, 2023

Everyone is looking at the same set of numbers and somehow coming to opposite conclusions. Bloomberg ) • Bosses want to pay you more but give you less : A growing number of workers are going freelance, taking higher wages over benefits and job security. ( Carson ) • Don’t believe what anyone says about the economy. Including me.

License 144

License Economy Communication Numbers 144

Nerd's Eye View

DECEMBER 21, 2022

By distilling hundreds of pieces of information into a single number that purports to show the percentage chance that a portfolio will not be depleted over the course of a client’s life, advisors often use this data point as the centerpiece when they present a financial plan.

Financial Planning 243

Financial Planning Planning Retirement Portfolio 243

Nerd's Eye View

OCTOBER 10, 2023

In this episode, we discuss how Grier helps advisors navigate the complex world of leaving protocol vs. non-protocol firms and how transitions change depending on whether the advisor has a non-solicit agreement or not, how Grier advises advisors when communicating and setting expectations with clients through the process to help them retain as many (..)

Financial Advisor 171

Financial Advisor Clients Communication Consulting 171

Nerd's Eye View

NOVEMBER 3, 2022

In our 98th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a scarcity perspective can result in a firm’s loss of focus by trying to accommodate any and all clients regardless of their needs.

Management 130

Management Financial Advisor Clients Financial Services 130

Trade Brains

MAY 18, 2024

As of Q3FY24, Data patterns employs a team including 1298 individuals,with a remarkable number of over 865 being qualified engineers. Electronic warfare This involves disrupting or manipulating the enemy’s electronic communications and radar systems. As of Q3 FY24, Data Patterns had an order book of Rs.

Electronics 59

Electronics Manufacturing Communication Government 59

Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88

Taxes 86

Taxes Investment Advisor Numbers Investing 86

FMG

MAY 24, 2023

Click-to-Open Rate (CTOR) : A comparison of the above two numbers, providing a percentage representing the overall effectiveness of your message. Niche-Focused Subject Lines Why they work: These subject lines build curiosity by focusing on a topic your audience is invested in and giving it a twist by hinting at new information.

Communication 52

Communication Financial Advisor Clients Numbers 52

Good Financial Cents

MARCH 15, 2023

Despite declining overall employment numbers in the field, there are close to 400,000 job openings annually for customer service representatives, according to the Bureau Of Labor Statistics – a testament to how critical the industry is to the U.S. These include setting prices, creating product descriptions, and motivating employees.

Communication 69

Communication Education Retail Banking 69

Million Dollar Round Table (MDRT)

AUGUST 13, 2023

People who trade on inside information often fall under scrutiny and get caught. Communication. A common reason clients leave their advisors is due to a lack of communication. They don’t want to feel like a number. When in a position of authority, you put the interests of others first. They want you to speak frankly.

Financial Advisor 81

Financial Advisor Clients Ethics Communication 81

FMG

JANUARY 23, 2023

From specific tools to examples, the information below will provide ways advisors can personalize their emails and enhance their communication. Consider the other information you have about your recipients when crafting your final message. The items on this list require information to be effective.

Financial Advisor 59

Financial Advisor Communication Clients Numbers 59

Nerd's Eye View

APRIL 24, 2023

by breaking the data-gathering process into stages to collect information incrementally); advice delivery (e.g., by ensuring that clients receive information in a way that is useful for them); education (e.g.,

Financial Planning 207

Financial Planning Clients Planning Education 207

Cornerstone Financial Advisory

JANUARY 8, 2024

The content is developed from sources believed to be providing accurate information. Incorrect bank account information: If you opt to receive your refund via direct deposit, provide the correct bank account information. Giving an incorrect account number can delay your refund even further. What is it?

Marketing 87

Marketing Marketing Taxes Economics 87

Nerd's Eye View

MAY 24, 2023

Screening calls are a common part of the prospecting process for financial advisory firms, particularly those that receive a large number of inquiries, and can help determine whether a prospective client might be a good fit. Which could help get what could become a long-term relationship off on the right foot! Read More.

Clients 239

Clients Assets Financial Advisor Financial Planning 239

MazumaBusinessAccounting

MAY 31, 2023

When you are passionate about your business but the numbers are overwhelming and challenging for you, competent and professional bookkeeping services can easily take care of the dollars and cents on your behalf. So, it is important to make sure that your communication style and the communication style of your bookkeeper work well together.

Accounting 52

Accounting Communication Numbers Taxes 52

MazumaBusinessAccounting

JUNE 1, 2023

When you are passionate about your business but the numbers are overwhelming and challenging for you, competent and professional bookkeeping services can easily take care of the dollars and cents on your behalf. So, it is important to make sure that your communication style and the communication style of your bookkeeper work well together.

Accounting 52

Accounting Communication Numbers Taxes 52

Cornerstone Financial Advisory

FEBRUARY 26, 2024

The content is developed from sources believed to be providing accurate information. WDAY), Zoom Video Communications, Inc. (ZM) HPQ) Thursday: Hewlett Packard Enterprise Company (HPE) Source: Zacks, February 19, 2024 Companies mentioned are for informational purposes only. Take a debit or credit card number over the phone.

Marketing 91

Marketing Marketing Economics Taxes 91

Cornerstone Financial Advisory

AUGUST 7, 2023

The content is developed from sources believed to be providing accurate information. OKE) Wednesday: The Walt Disney Company (DIS) Source: Zacks, August 4, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. UPS), ONEOK, Inc.

Marketing 95

Marketing Marketing Medicine Taxes 95

Cornerstone Financial Advisory

MAY 21, 2024

The top-level CPI numbers (known as headline inflation) tend to be less important than what’s underneath: core inflation (CPI minus volatile food and energy prices) in the Fed’s eye. The content is developed from sources believed to be providing accurate information. Answer: 131, as the whole series is made up of prime numbers.

Marketing 52

Marketing Marketing Taxes Economics 52

eMoney Advisor

JUNE 12, 2023

This cognitive dissonance—the disconnect between what they believe and what they’re being shown—is essential to address by presenting information in a way that helps clients connect their current situation to a future situation. This can also impact the way you gather data, set expectations, ask questions, and present information.

Financial Planner 52

Financial Planner Clients Financial Planning Planning 52

MarketWatch

JANUARY 31, 2023

year-over-year, a headline number that was larger than economists’ expectations. Cyclical sectors including consumer discretionary stocks, communications services stocks — a sector that includes many megacap technology names and media companies — information technology, materials and financials led performance on the S&P 500.

Media 75

Media Communication Economics Numbers 75

Indigo Marketing Agency

DECEMBER 9, 2022

Indigo Marketing Agency specializes in helping financial advisors like you with their marketing, growth, and communication strategy. Take advantage of the opportunity to be an inspiring and trusted voice to help your clients sort through the information they receive. Does your marketing strategy align with your goals for the new year?

Marketing 52

Marketing Marketing Financial Advisor Communication 52

Cornerstone Financial Advisory

OCTOBER 2, 2023

However, beneath the headline number, consumer spending was cut to a 0.8 The content is developed from sources believed to be providing accurate information. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. Answer: She bought house numbers. cents per mile.

Marketing 97

Marketing Marketing Taxes Economics 97

Cornerstone Financial Advisory

FEBRUARY 5, 2024

The content is developed from sources believed to be providing accurate information. PEP) Source: Zacks, February 2, 2024 Companies mentioned are for informational purposes only. This tax tip is for informational purposes only and is not a replacement for real-life advice. The forecasts also are subject to revision.

Marketing 85

Marketing Marketing Taxes Economics 85

MarketWatch

APRIL 20, 2023

Shares of Verizon Communications Inc. Verizon is due to post its own first-quarter numbers before Tuesday’s opening bell. Visit MarketWatch.com for more information on this news. Thursday, leading Dow Jones Industrial Average losers in the wake of peer AT&T Inc.’s

Communication 40

Communication Numbers Clients Marketing 40

Cornerstone Financial Advisory

NOVEMBER 6, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, November 3, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The forecasts also are subject to revision. What color was the bear?

Marketing 103

Marketing Marketing Taxes Economics 103

Carson Wealth

JANUARY 25, 2023

Communication Is Key Your preparer should tell you when to expect the engagement letters, organizers, etc., and when they need all the information by to finalize or extend the return before the deadline. Let’s dig into what your tax preparer needs from you to prepare your tax return efficiently and in a timely manner.

Taxes 98

Taxes Medical Distribution Accounting 98

Fortune Financial

JANUARY 11, 2024

This foundational step ensures employees are informed about what is available from day one. Maintaining this awareness is a continuous effort; keeping all employees up-to-date with regular communication about any changes or additions to the benefits is essential.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Inflated Perspective Consumer Price Index data was one of the big pieces of news driving markets last week, with January’s numbers coming in at 3.1 The content is developed from sources believed to be providing accurate information. Source: Zacks, February 15, 2024 Companies mentioned are for informational purposes only.

Marketing 98

Marketing Marketing Taxes Economics 98

Inside Information

MAY 30, 2023

This is the time of year when the various industry magazines come out with their broker-dealer surveys, listing the ‘top’ BD rankings based on total revenues or the number of ‘producing’ reps. The compliance people have to pre-approve their communications. Sales are important, but the BD executives won’t be talking about that.

Communication 40

Communication Sales Compliance Insurance 40