Nerd's Eye View

DECEMBER 24, 2024

Paul is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process. Welcome everyone! Welcome to the 417th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Paul G McManus.

Financial Advisor

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

Financial Planner

Nerd's Eye View

NOVEMBER 28, 2024

A firm's pricing strategy often reflects both the local market (or niche-related) norms – such as the nearly-ubiquitous 1%. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility. How much to charge for financial advice is rarely a decision made lightly.

Clients

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.

Communication

Nerd's Eye View

DECEMBER 26, 2024

In the 154th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the opportunities and limitations of AI in financial advice, exploring how technology can enhance advisors' work and where its boundaries lie. AI offers exciting possibilities as a brainstorming partner, editor, and copywriter.

Financial Planning

Wealth Management

JUNE 12, 2025

Mission Wealth CMO Michelle Winkles shares insights on integrating AI tools like Grammarly and JUMP for improved communication in wealth management.

Wealth Management

Nerd's Eye View

FEBRUARY 24, 2025

He explains how they identified which clients were no longer profitable, developed an alternative service model to offer these clients, mentally prepared for the transition, and effectively communicated the changes. rent, marketing, and training). staff time, technology, and custodial fees) and indirect costs (e.g.,

Clients

Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management

Nerd's Eye View

MARCH 3, 2025

And while Black Diamond has cut a deal with Morningstar to be the 'default' option for Office advisors to move to, a host of other portfolio management platforms are offering their own incentives as well, leaving Morningstar Office advisors with an opportunity to evaluate a large and crowded landscape of options to find the platform that will work (..)

Estate Planning

Midstream Marketing

OCTOBER 30, 2024

Old marketing methods still have their place, but referral marketing is a better option for financial advisors today. This blog will explain why referrals matter and offer a simple guide to create a strong referral marketing strategy. This way of promoting services is much more effective than ads or any marketing campaign.

Financial Advisor

Midstream Marketing

DECEMBER 26, 2024

Forefield Advisor Marketing is a powerful suite of tools for financial professionals, aimed at enhancing client engagement and driving business growth. This blog post will explore the importance of advisor marketing in todays evolving financial services industry, focusing on strategies for success.

Marketing

FMG

MAY 30, 2025

This communication gap is costing you clients, opportunities, and competitive advantage. Meanwhile, other advisors are winning business by meeting clients where they actually communicate. Texting lets you: Handle quick questions instantly Reduce routine communication time Reclaim hours of your week 2. The result?

Communication

Nerd's Eye View

JANUARY 23, 2025

In the 156th episode of Kitces & Carl , Michael Kitces and client communication expert Carl Richards discuss how they use AI tools such as ChatGPT to expedite their creative and strategic processes – and how to ‘ask’ ChatGPT better questions to get more effective and relevant answers.

Financial Advisor

Indigo Marketing Agency

DECEMBER 17, 2024

3 Small Ways to See Big Marketing Results Financial advisors often feel overwhelmed by the idea of tackling marketing. Lets explore three small yet impactful strategies to elevate your marketing and grow your practice. Example topics: 5 Tips for Navigating Market Volatility or How Elections Impact Investment Strategies.

Marketing

Nerd's Eye View

MARCH 6, 2025

New financial advisors often start with below-market fees – sometimes to build confidence that prospects will actually pay, other times to attract clients quickly and establish a base. But as the firm grows, so does an advisor's skill set and the demands on their time.

Clients

Nerd's Eye View

APRIL 11, 2025

In addition, Atkins' arrival could also mean the end of the pending RIA outsourcing and custody rules proposed under Gensler, a reduced focus on monitoring advisors' off-channel communications, and a new regulatory framework for digital assets.

Financial Planner

Calculated Risk

MARCH 7, 2025

The labor market is solid, and inflation has moved closer to our 2 percent longer-run goal. The labor market Many indicators show that the labor market is solid and broadly in balance. We see ongoing progress in categories that remain elevated, such as housing services and the market-based components of non-housing services.

Economics

Midstream Marketing

JANUARY 19, 2025

Key Highlights Discover the evolution and importance of digital marketing in the financial sector. Learn about essential tools, platforms, and strategies for successful digital marketing. Follow a structured step-by-step guide to launching and measuring the success of your digital marketing strategy.

Financial Advisor

Nerd's Eye View

JANUARY 6, 2025

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

Startup

Midstream Marketing

OCTOBER 30, 2024

RIAs need to update their marketing plans to stay ahead. A strong brand identity is key to getting and keeping clients in this tough market. RIAs must understand and follow SEC marketing rules to meet their ethical and legal needs. Understanding the Marketing Landscape for RIAs The world of financial advice is changing fast.

Investment Advisor

Midstream Marketing

DECEMBER 6, 2024

Key Highlights Learn why having a clear marketing strategy is important for RIAs, especially in hard markets. Understand the key rules and best practices to keep your marketing activities aligned with industry standards. Find answers to common questions about RIA marketing to help you succeed.

Marketing

Indigo Marketing Agency

JULY 5, 2025

5 Compliance Tips From a Financial Advisor Marketing Consultant Whether you’re creating a new website , publishing a blog post , or sharing content on social media, a financial advisor marketing consultant will tell you that compliance should always be top-of-mind. Communicate with accuracy and transparency.

Compliance

Nerd's Eye View

JANUARY 31, 2025

Also in industry news this week: While RIA M&A deal flow hit record levels in 2024 (both in terms of volume and the speed of completing them), firm valuations saw relatively modest gains In its latest annual regulatory oversight report, FINRA joined the SEC in flagging the potential risks to firm and client data from the use of third-party vendors (..)

Financial Planner

Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These experts know the challenges of marketing in financial services. Financial marketing consultants provide many services. Financial marketing consultants provide many services.

Consulting

Financial Symmetry

FEBRUARY 20, 2025

stock market in its largest companies looked high compared to recent history. Today, some might say market concentration appears really high. of the index by market capitalization. The value side of the market, measured by the Russell 1000 Value Index, remains in stark contrast. market has, of course, more history.

Marketing

Wealth Management

JUNE 20, 2025

We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. I demonize email because email is holding this industry back,” Fields said in a hallway off the exhibit floor near the hotel kitchens. “We

Wealth Management

Nerd's Eye View

MARCH 21, 2025

Also in industry news this week: While inter-channel advisor moves often make headlines, a recent study from Diamond Consultants found that most advisor transitions occur between firms in the same channel The number of disciplinary cases and restitution orders from FINRA increased in 2024 (the total amount of fines declined) as the self-regulatory (..)

Financial Planner

Midstream Marketing

OCTOBER 29, 2024

Digital marketing is very important for connecting with this tech-savvy group. You should change your marketing approach to meet the specific financial needs and interests of millennials. Introduction To attract millennial clients, you need new ideas for financial advice and smart marketing strategies.

Financial Advisor

Indigo Marketing Agency

DECEMBER 11, 2024

How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls. If that sounds like a lot, dont worry.

Financial Advisor

Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

Financial Planner

Abnormal Returns

JULY 14, 2025

youtube.com) Meb Faber talks with Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. advisorperspectives.com) A lot of communication is non-verbal. (kitces.com) Michael Batnick talks tech overload with Kyle Van Pelt, CEO of MileMarker. meaningfulmoney.life)

Wealth Management

Nerd's Eye View

JUNE 24, 2025

In this episode, we talk in-depth about how Griffin leverages his own experience as a firm founder to support his business-owner clients navigate financial planning decisions (in particular, tax planning opportunities), how Griffin encourages his business-owner clients to invest a portion of their profits outside of the business to diversify their (..)

Tax Planning

Nerd's Eye View

APRIL 14, 2025

It serves as an introductory conversation with COIs who may be a valuable resource, with the primary goal of exploring values, communication styles, ideal client profile, and experience working with other professionals. The first meeting is focused on building rapport and conducting an initial assessment.

Communication

Wealth Management

JULY 2, 2025

I heard anecdotally from a lot of the firms that the focus on millennials is kind of more of a marketing idea than an execution idea. Younger Gen Xers tend to be more akin to millennials, preferring shorter, more frequent digital communication from their advisors.

Financial Advisor

Steve Sanduski

DECEMBER 10, 2024

Guest: Kendra Wright, owner of Rebel Media Agency , a marketing company specializing in financial professionals. In her prior life, Kendra worked in rock n roll marketing for some of the biggest names in music (Willie Nelson, Motley Crue, Matchbox Twenty, and more). Great copy is simple. This one is best watched on the YouTube video.

Clients

Midstream Marketing

DECEMBER 7, 2024

Get better marketing ROI by using data insights and smooth automation processes. Introduction In todays world, financial advisors need good tools for marketing automation to do well. A strong chance for these advisors is the partnership between AdvisorStream , a leading digital marketing platform, and Broadridge Financial Solutions.

Compliance

Abnormal Returns

AUGUST 4, 2025

(youtube.com) Brendan Frazier talks with Megan McCoy about her breakthrough research on the power of between-meeting communication. youtube.com) Jess Bost and Mark Newfield talk with Mary Kate Gulick about RIA marketing. podcasts.apple.com) Rusty Vanneman talks with Phil Pearlman about 'stacking priorities.'

Risk Tolerance