Nerd's Eye View

MAY 19, 2025

In many advisory firms today, associate advisors don't begin with prospecting or running client meetings; instead, they start with back-end technical work, such as financial plan preparation, before gradually developing the strategic and client communication skills needed for greater independence.

Financial Planning 147

Financial Planning Communication Certification Clients 147

Nerd's Eye View

JULY 24, 2025

In this 169th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how AI will reshape the tasks advisors perform and the value they bring to client relationships.

Financial Planning 130

Financial Planning Planning Financial Advice Clients 130

Nerd's Eye View

JULY 10, 2025

Instead, advisors may find more success in leading with solving the problem that the client immediately presents, and then, over time, gradually exploring the client’s financial background as trust develops. This process of earning permission to go deeper can take months – or even years!

Clients 130

Clients Financial Advice Financial Planning Planning 130

Nerd's Eye View

DECEMBER 25, 2024

Advisors can use negative close questions at different points after the presentation meeting. Are you interested in onboarding this quarter, or should I reach out to others who are looking to onboard?"). If, after a week or so, a decision has not been made, an empathy-based question may probe deeper into a prospect's underlying concerns.

Financial Planner 246

Financial Planner Clients Sales Business Planning 246

Wealth Management

JUNE 20, 2025

Joey Corsica & SpotMyPhotos Fast-paced and nerve-wracking for some of the presenters, the annual WealthStack Demos did not disappoint and have become a fan favorite among attendees of the Wealth Management EDGE conference held last week at The Boca Raton resort in Boca Raton, Fla. s Mili AI won.

Wealth Management 172

Wealth Management Management Financial Advisor Clients 172

Nerd's Eye View

JANUARY 15, 2025

The penalty calculations were complex and difficult to estimate, and the provisions were poorly communicated to those affected. However, the WEP and GPO proved unpopular and difficult to manage in practice.

Government 246

Government Retirement Planning Planning Retirement 246

Nerd's Eye View

MAY 1, 2025

In our 163rd episode of Kitces & Carl , Michael Kitces and client communication expert Carl Richards explore how to engage more meaningfully with clients who don't implement the financial advice they receive – by asking what the advisor may have missed the first time around.

Clients 147

Clients Financial Advice Communication 147

Wealth Management

JULY 18, 2025

The first came in 2018, when he moved from Chicago to Colorado and worked at a husband-and-wife-run advisory that didn’t present a path to equity, partly because of the potential for control of the firm passing to the founders’ children. Alex Ortolani , Senior Reporter , WealthManagement.com July 18, 2025 10 Min Read The struggle is real.

Estate Planning 253

Estate Planning Wealth Management Clients Planning 253

Nerd's Eye View

DECEMBER 3, 2024

In this episode, we talk in-depth about why Eric focuses on just 2 to 3 planning priorities at a time with clients (rather than addressing the full scope of their financial planning needs) to increase the chances that the clients will actually follow through on implementing them (given their hectic lives), how Eric starts planning engagements by having (..)

Planning 130

Planning Financial Planning Financial Advisor Clients 130

Nerd's Eye View

NOVEMBER 6, 2024

While this shift from numbers-based strategies to a more holistic, values-driven framework has opened the door to deeper, more meaningful conversations, it also presents a challenge for clients who may struggle to define their values or articulate a sense of purpose.

Clients 130

Clients Planning Financial Planner Financial Planning 130

Nerd's Eye View

APRIL 16, 2025

The current environment also presents an opportunity for advisors to emphasize the benefits of diversification – how it has helped protect client portfolios from the worst of recent market declines while still allowing them to participate in market gains.

Clients 229

Clients Financial Planning Financial Advice Portfolio 229

Nerd's Eye View

FEBRUARY 19, 2025

Yet, while "fine" may seem like a signal of stagnation, it can also present an opportunity for the advisor to reengage the client and reinvigorate the relationship by revisiting goals and exploring new possibilities. This transition is a core element of the "Fix, Fine, Flourish" financial planning framework.

Clients 173

Clients Financial Planning Planning Management 173

Midstream Marketing

DECEMBER 26, 2024

Key strategies include leveraging up-to-date resources and personalizing client communications for better engagement. The Importance of Forefield Advisor Marketing in Today’s Financial Landscape In the present digital era, financial professionals face tough competition. It is part of the broader Broadridge Advisor Solutions.

Marketing 52

Marketing Marketing Communication Advertising 52

Million Dollar Round Table (MDRT)

MAY 20, 2025

By Antoinette Tuscano, MDRT senior content specialist Connecting with prospects, converting them to clients and then keeping them as long-term, happy clients depends on several different components, with communication topping the list. Communicate better with clients with these ideas from MDRT members.

Financial Advisor 70

Financial Advisor Clients Communication Financial Services 70

Midstream Marketing

OCTOBER 30, 2024

Clear communication is key. Work on better communication and teamwork. Making personal connections through direct communication helps to build and maintain relationships. This practice helps Registered Investment Advisors (RIAs) develop a strong sense of trust. You need to be ready to address client concerns.

Investment Advisor 52

Investment Advisor Investing Investments Ethics 52

Million Dollar Round Table (MDRT)

JUNE 8, 2025

communicates to your clients why they want to buy life insurance, said past MDRT member Emily Prendiville, CLU, ChFC, in her 2015 MDRT Annual Meeting presentation. There’s a solution to this going-nowhere start, though. A well-designed answer to “What do you do for a living?”

Clients 90

Clients Communication Financial Advisor Insurance 90

Steve Sanduski

APRIL 8, 2025

We’ve got nonstop communication internally on how this works and who it impacts. And we’re able to model that in and present it in such a way so people can understand it. And that’s how we can communicate it and we can communicate it to the HR people: ‘Hey, this is how we understand it.’

Communication 52

Communication Engineering Financial Planning Clients 52

Midstream Marketing

NOVEMBER 8, 2024

Infographics that present information in a visual way. Leveraging Email Marketing Campaigns for Personalized Communication Email marketing is a good way to connect with leads and stay in touch with potential clients. Regular and personal email communication helps you stay on their mind. Podcasts that discuss interesting topics.

Financial Advisor 52

Financial Advisor Media Clients Financial Services 52

Clever Girl Finance

JANUARY 10, 2025

Open and honest communication is key. For example, if you value saving for the future while your partner values enjoying the present, you might find a compromise where you save a set amount each month while also budgeting for fun activities. Conflicting money values are common in relationships, but they dont have to be a dealbreaker.

Ethics 98

Ethics Budgeting Retirement Accounting 98

Harness Wealth

APRIL 17, 2025

Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Technology deductions extend beyond basic communications to encompass computer equipment, software licenses, and various technology subscriptions essential for business operations.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

FMG

APRIL 30, 2025

These AI-powered assistants help streamline your workflow and enhance communication. Plus.ai: Smarter Presentations for Google Slides Using Google Slides? brings AI-powered presentation design directly into your browser. Thats where marketing tools for financial advisors come in. and the tool arranges everything professionally.

Marketing 52

Marketing Marketing Media Compliance 52

Investment Writing

JUNE 18, 2025

Here are some relevant responses: The investments are a commodity…the client bought the firm and that brand should be consistently presented in all interactions. The managers that are able to deliver the highlights clearly and in a concise manner stand out because they are better able to communicate their message to me and our clients.

Investing 52

Investing Investments Clients Management 52

Midstream Marketing

DECEMBER 16, 2024

These dashboards aggregate data from multiple sources, presenting key metrics in a visually intuitive and actionable format. Tailoring marketing approaches to attract ideal clients Using a one-size-fits-all approach for your communication strategies wont work. Start by really understanding your target audience.

Financial Advising 52

Financial Advising Marketing Marketing Media 52

Validea

FEBRUARY 12, 2025

This presents an opportunity for disciplined investors willing to look beyond the headlines and conduct thorough fundamental analysis. VZ VERIZON COMMUNICATIONS INC $40.49 $170,463 9.8 RJF RAYMOND JAMES FINANCIAL INC $162.95 $33,390 15.9 XOM EXXON MOBIL CORP $111.67 $486,100 14.2 JPM JPMORGAN CHASE & CO $274.99 $774,190 13.9

Valuation 52

Valuation Communication Media Sales 52

Workable Wealth

OCTOBER 14, 2020

Communicate Your Accomplishments Even though you know the value you bring to the office every day, it’s vital to accurately communicate those accomplishments to your superior. With a financial plan you can rest easy knowing your money is working for you, and knowing you’re taking care of your present and future needs.

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

Steve Sanduski

APRIL 22, 2025

Quotes: Rachel Elson on how training developed her ability to communicate and connect: “A lot of it was not being taught to do something. That’s an interesting way of presenting that.’ How tech can give advisors more time to deepen relationships. Why Rachel believes more firms should develop internship programs.

Clients 52

Clients Financial Advising CFP Planning 52

Trade Brains

JULY 8, 2025

And it is understandable if some individuals, especially senior citizens, are not able to go through these procedures, hence, there are even Slice representatives present on site to guide you if needed. All documentation, signatures, and communications are digital, which contributes to a sustainable and eco-friendly banking experience.

Startup 52

Startup Banking Financial Services Accounting 52

Indigo Marketing Agency

FEBRUARY 8, 2025

This is a forum that allows you to share your whole story and make a compelling presentation. By targeting the right audience, communicating systematically, hosting engaging webinars, and offering personalized consultations, you can cut through the noise and establish yourself as a trusted authority.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Million Dollar Round Table (MDRT)

DECEMBER 10, 2024

Then I would present the plan to the client. They knew what they were putting directly into their retirement accounts, but I wanted to know how much of their income they were saving for the future. I would take those numbers and spend a lot of time carefully crafting a financial plan and creating proposals.

Clients 104

Clients CFP Financial Planning Retirement 104

Indigo Marketing Agency

FEBRUARY 19, 2025

Theres nothing like being physically present with your clients and prospects, but it can also be far more costly, time consuming, and not as scalable as hosting webinars and building mini courses on specific topics your audience resonate with. It allows for personalized communication, nurturing leads over time and reinforcing your expertise.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Steve Sanduski

JUNE 18, 2025

Daniel Crosby and I discuss: Why presenting a persuasive case with facts, context, and background does not always guarantee a client will make a good decision. How the “backfire effect” causes people to double down on their beliefs when they’re presented with contradictory facts. Crows can use tools.

Clients 52

Clients Financial Planning Financial Advice Numbers 52

Harness Wealth

APRIL 16, 2025

For tech founders, S-corporations present a unique opportunity to optimize self-employment tax obligations through a strategic combination of reasonable salary, and distributions. Each option presents unique advantages, with potential annual tax savings reaching thousands of dollars for well-documented home offices.

Startup 52

Startup Taxes Tax Planning Transportation 52

Harness Wealth

APRIL 16, 2025

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. Recharacterization provided flexibility to adapt to these changing circumstances.

Taxes 52

Taxes Retirement Planning Retirement Distribution 52

Bell Investment Advisors

JUNE 27, 2025

Slide 1: From Policy to Portfolio: The Economic Impact of Tariffs Slide 2: Presented by: 00:00 Laurent Harrison: Good afternoon, everyone. Today we are presenting a webinar entitled “From Policy to Portfolio: The Economic Impact of Tariffs.” Probably the key point, maybe on this entire presentation, is the 90-day pause.

Economics 52

Economics Portfolio Taxes Numbers 52

Harness Wealth

JULY 14, 2025

While the appeal of real estate may be evident, complex federal, state, and local tax regulations can present a major challenge to the profitability of your property investments. The most reliable approach is to maintain regular communication with a dedicated tax professional (CPA or tax attorney) who specializes in real estate.

Taxes 52

Taxes Investing Investments Sales 52

Investing Caffeine

MARCH 25, 2025

Finished her PhD at The London School of Medicine (Barts) Practiced law at the Covington & Burling law firm representing the television broadcasting industry before the Federal Communications Commission (FCC). Hired by NASA to seek approval from the FCC for NASA systems used to track and relay satellite data.

Investing 59

Investing Investments Fiduciary Duty Healthcare 59

Zoe Financial

FEBRUARY 24, 2025

Sector Performance : Energy, healthcare, and communication services are outperforming; technology and consumer discretionary sectors are underperforming. Facts presented have been obtained from sources believed to be reliable. Retail Sales Report : Previous week’s data showed signs of weakness. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Healthcare Taxes 52