Nerd's Eye View

FEBRUARY 7, 2024

These 'situation' questions (which, again, are also more effective when presented in the command/statement form) help the client tell the story around their facts and share why something is important to them.

Clients 215

Clients Communication Financial Planning Retirement 215

Brown Advisory

NOVEMBER 1, 2023

This Present is Accounted For: An Overview of Low-Basis Gifting Strategies achen Wed, 11/01/2023 - 11:20 After spending a career helping clients with tax and estate advice, I often see reminders and lessons about my job in the unlikeliest places.

Accounting 52

Accounting Taxes Assets Clients 52

Nerd's Eye View

NOVEMBER 13, 2023

First, communicating effectively and creating the same level of personal connection over a video call is more difficult than when meeting in person; in other words, there is a decline in what researchers call 'social presence' or the feeling of being present with a real person.

Clients 209

Clients Financial Planning Planning Communication 209

Nerd's Eye View

OCTOBER 20, 2022

In our 97th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can address clients who want to change their portfolio strategy in response to the political environment and offer ways to communicate with clients about how their current investment strategy is the most optimal plan.

Portfolio 186

Portfolio Clients Financial Planning Communication 186

Nerd's Eye View

NOVEMBER 1, 2023

Advisors also can support the backdoor Roth process by communicating with clients' tax preparers about the strategy and why they are recommending it for their mutual client. The backdoor Roth strategy can be valuable for clients whose high income levels preclude them from making regular contributions to a Roth IRA.

Taxes 234

Taxes Accounting Clients Retirement Planning 234

Nerd's Eye View

APRIL 7, 2023

Also in industry news this week: FINRA has announced that, on the heels of its first enforcement action under the Reg BI rules, it will be ramping up its examinations of broker-dealers for potential violations (after a long period of relative leniency when firms were still determining how best to comply with the rule) A recent study from Ameriprise (..)

Financial Planner 197

Financial Planner Ethics Financial Advisor Clients 197

Nerd's Eye View

DECEMBER 29, 2022

And even though most advisors would agree that the road to success involves many years of hard work and sacrifice, each advisor’s path to ultimate success can consist of massively different experiences.

Financial Services 156

Financial Services Financial Advisor Communication Financial Planning 156

Million Dollar Round Table (MDRT)

JULY 2, 2023

By Matt Pais, MDRT Content Specialist Toward the beginning of his 2015 MDRT Annual Meeting ConneXion Zone presentation, Seth Groff of Assurity Life cited Voltaire’s quote about judging people by their questions, not their answers. If clients judged you as an advisor based on your questions, what would they say?

Clients 75

Clients Communication Insurance Management 75

Nerd's Eye View

DECEMBER 28, 2023

And what if we could apply this perspective not just to how we spend our money, but also to how we use our talents and spend our time as well? or simply committing to a monthly lunch date can maintain close ties with long-term friends.

Investing 173

Investing Investments Communication Education 173

Nerd's Eye View

DECEMBER 1, 2022

As while advisors certainly can leverage technology to create faster and more efficient back-office processes that help scale a growing practice, the key point is that new technology tools can also help advisors engage in better conversations through innovative presentation tools (e.g.,

Planning 212

Planning Financial Planning Financial Advice Clients 212

Nerd's Eye View

DECEMBER 29, 2022

And even though most advisors would agree that the road to success involves many years of hard work and sacrifice, each advisor’s path to ultimate success can consist of massively different experiences.

Financial Services 130

Financial Services Financial Advisor Communication Financial Planning 130

Nerd's Eye View

OCTOBER 19, 2023

Most commonly, niches present as particular needs of a firm's clients. These needs are often understood in terms of a client's occupation (e.g., tech employees who need help managing equity compensation options), stage of life (e.g.,

Clients 182

Clients Financial Advisor Financial Advice Financial Services 182

Prosperity Coaching

AUGUST 27, 2022

Financial advisor value propositions: A value proposition is essential for financial advisor firms to clearly communicate what they offer their ideal clients yet creating one is often a confusing process that is greatly misunderstood. Many financial firms either lack a value proposition or present it so that it’s hidden in […].

Financial Advisor 72

Financial Advisor Communication Clients Planning 72

Nerd's Eye View

JULY 11, 2022

Financial advisors are often responsible for working with a wide range of individuals, both among their client base and coworkers, who each have their own personality, beliefs, and style of communication.

Financial Advisor 168

Financial Advisor Clients Communication Financial Planning 168

Nerd's Eye View

SEPTEMBER 8, 2022

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client.

Financial Planner 152

Financial Planner Financial Advice Financial Advisor Financial Planning 152

Nerd's Eye View

MARCH 20, 2024

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 place special emphasis on this data point when they present a financial plan.

Communication 212

Communication Clients Risk Tolerance Financial Planning 212

Nerd's Eye View

JANUARY 24, 2023

What's unique about Jennifer, though, is how, after more than a decade of building her own successful solo practice, she intentionally decided to merge her practice with another solo practitioner when an unusual crisis opportunity presented itself, and handle the more complex business management dynamics that followed, so that she could fulfill her (..)

Management 217

Management Financial Advisor Retirement Planning 217

Trade Brains

JULY 31, 2023

In this article, we’ll present you such best debt free large cap stocks which you can add to your watchlists. TCS caters to companies from 5 key industries mainly: banking, financial services & insurance, retail & consumer business, communication, media & technology, and manufacturing. Price to Book Value 20.20

Manufacturing 97

Manufacturing Consulting Engineering Distribution 97

Nerd's Eye View

NOVEMBER 30, 2022

Generally, the more detailed the analysis, the likelier it could be construed by the client as a recommendation – which is what ultimately matters, since a presentation that the client understands to be tax advice is as good as actually giving tax advice.

Tax Planning 219

Tax Planning Compliance Taxes Financial Advisor 219

The Big Picture

AUGUST 8, 2023

We rationalize everything we do, past and present. As I noted a decade ago , we go about our days oblivious to the future parade of horribles that the next downturn inevitably brings: “Most of the time, Humans exist in a happy little bubble of self-created delusion. We lie to ourselves constantly.

Distribution 246

Distribution Economics Communication Media 246

Integrity Financial Planning

JULY 27, 2023

In an era where communication didn’t happen instantly, the thrill of opening a letter, carefully unfolding it from its envelope, and reading someone’s thoughts, feelings, or news was immeasurable. Instead, it’s about cherishing the memories, enjoying the present, and looking forward to the future.

Financial Planning 93

Financial Planning Communication Planning Retirement 93

Trade Brains

APRIL 12, 2023

Thus, in this article, we present you the best small cap stocks under Rs 100 that you can add to your watchlists. As of the present date, RVNL is a central public sector enterprise under the Ministry of Railways, Government of India. and presently trades at a price-to-book value (P/B) ratio of 2.2. 15,500 EPS ₹6.9 Stock P/E 10.7

Banking 97

Banking Retail Communication Manufacturing 97

FMG

JANUARY 24, 2024

The disconnect could be that millennials communicate and conduct business differently than the generation before them, so advisors are unwilling or unable to adapt. Millennials have become accustomed to more choices, more ways to communicate, and broader, more personalized service from the brands they choose.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Indigo Marketing Agency

JULY 27, 2023

Financial advisors who can effectively communicate the benefits they provide will build a practice based on value, rather than fees. During your initial conversations or presentations, clearly explain how your fees are structured and what services they cover. Others are convinced that they can DIY their financial plan for free.

Financial Planning 52

Financial Planning Financial Advisor Clients Communication 52

eMoney Advisor

DECEMBER 5, 2022

Using communication skills derived from financial counseling , learn what would be a win for each of the partners. This can put the financial planner in a challenging position, but also present an opportunity to really help. Nonviolent communication was created by Marshall Rosenberg in the 60s. Sources: 1 Asebedo, Ph.D.,

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Trade Brains

MARCH 29, 2024

Bharti Hexacom is a communications service provider offering consumer mobile services, fixed-line telephone & broadband services under the brand Airtel. Today, Bharti Hexacom offers its communication services as Airtel in a synergistic manner to its customers. Keep reading to find out! Cr customers. respectively. Investment Rs.

Government 59

Government Communication Valuation Consulting 59

Investment Writing

MARCH 19, 2024

How AI affects evaluating student performance With generative AI making it easier for everyone to write exam answers and essays, the role of written communications will become less important in academia, according to “ AI in the Academy: Cautious embrace of a new technology ” in Harvard Magazine.

Communication 52

Communication Clients Investing Investments 52

MarketWatch

JUNE 5, 2023

As part of its Investor Day presentation, the company said it expects 2023 revenue of approximately $14.2 year to date, while the Communications Services Select Sector SPDR exchange-traded fund XLC has soared 31.9% LUMN slumped 5.0% billion, which would be down about 19% from a year ago and below the current FactSet consensus of $14.65

Communication 40

Communication Taxes Marketing Marketing 40

FMG

JANUARY 2, 2023

A webinar is simply an online video workshop, lecture, or presentation. Start mapping out your presentation and agenda. Along with choosing the webinar providers, there are a few other tech tools you’ll want to have available: Google Slides or Microsoft PowerPoint to build your presentation/slide deck. What is a Webinar?

Communication 52

Communication Media Budgeting Financial Services 52

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Why Focus on Estate Planning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

eMoney Advisor

JANUARY 24, 2023

To this end, in my opinion, there are a few things the financial planning industry needs to work on: presentation, personalization, and goal setting. Curating the Perfect Report for Every Client Every financial planner has to deal with the concept of curation when it comes to presenting the financial plan.

Clients 82

Clients Financial Planning Retirement Financial Planner 82

Million Dollar Round Table (MDRT)

FEBRUARY 4, 2024

This likely involves financial planning, presenting a proposal addressing their issues, making investments, and meeting periodically to review performance and progress. By Bryce Sanders Like every profession, people believe in misconceptions about financial advisors and insurance agents. Here are a few of them and how you can counteract them.

License 90

License Insurance Financial Advisor Financial Planning 90

Harness Wealth

MARCH 5, 2024

From there, tax advisors use the Harness client portal for efficient communication, fostering long-term relationships with clients. Industry-leading business development support for advisors For tax advisors, the Harness platform helps fuel a practice’s growth by matching clients whose needs align with a particular tax firm’s expertise.

Taxes 52

Taxes Clients Communication Financial Advice 52

Indigo Marketing Agency

JUNE 16, 2021

We Write Your Presentation After you choose a topic, our team gets to work creating two different documents for you: your webinar presentation and a communications kit. We Help You Record Your Presentation Now that the designed presentation is in your hands, it’s time to record!

Financial Advisor 52

Financial Advisor Compliance Communication Retirement 52

Walkner Condon Financial Advisors

JULY 27, 2023

Amber Schmechel is joining our team with 15 years of experience in communications and marketing. Most recently she was the Communications and Marketing Manager at Saris Cycling Group. Clients that presently custody at TD Ameritrade will need to create a new login at Schwab after Labor Day.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Walkner Condon Financial Advisors

MAY 12, 2023

Amber Schmechel is joining our team with 15 years of experience in communications and marketing. Most recently she was the Communications and Marketing Manager at Saris Cycling Group. Clients that presently custody at TD Ameritrade will need to create a new login at Schwab after Labor Day.

Executive Compensation 52

Executive Compensation Clients Communication License 52

Ballast Advisors

AUGUST 16, 2023

The third-party material presented has been derived from sources Ballast Advisors considers to be reliable, but the accuracy and completeness cannot be guaranteed. Broadridge Investor Communication Solutions, Inc. The information presented here is not specific to any individual’s personal circumstances.

Accounting 52

Accounting Numbers Medical Taxes 52