article thumbnail

Outsourcing (Parts Of) The Financial Plan Preparation Process To Boost Solo Advisor Capacity

Nerd's Eye View

a client service associate to handle various administrative and client communication tasks, or a paraplanner or associate advisor to work on more planning-centric issues such as building out drafts of financial plans). For these advisors, an alternative approach would be to outsource the tasks they want to remove from their plates.

article thumbnail

Weekend Reading For Financial Planners (April 13-14)

Nerd's Eye View

Also in industry news this week: A recent study indicates that advisors charging clients on a monthly subscription basis hiked their fees by an average of 6% in 2023, raising the salience of how advisors can most effectively communicate fee increases to clients A survey suggests that while financial advisors are increasingly aware of Artificial Intelligence (..)

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

#FA Success Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation, With Jim Dew

Nerd's Eye View

Jim describes how he and his firm provide what he calls a 'time energy shield' for their busy business-owner clients by helping them find the right professionals they may need, managing the projects with their professionals, and even fielding the inevitable business pitches that come at their clients, and why Jim and his firm use Monday.com instead (..)

Valuation 246
article thumbnail

5 Smallcap stocks with over 35% DII holding to keep on your radar

Trade Brains

TeamLease Services Established in 2000 and headquartered in Bengaluru, TeamLease Services Limited is a leading Indian recruitment and human resources (HR) services company. Here is the list of 5 Stocks where DIIs hold over 35 percent stake; 1. percent stake in the company, reflecting strong domestic investor confidence.

article thumbnail

UBS at a Crossroads: Strength, Uncertainty, and the Advisors Caught in the Middle

Diamond Consultants

And for a time, UBS was a recruiting powerhouse—thanks in large part to an unusually rich, fully guaranteed transition package. While more in line with the rest of the industry, the shift has raised real questions, notably: Can UBS maintain its recruiting momentum without the deal that once differentiated it? So does trust.

article thumbnail

10 Myths that Exist Around Women’s Wealth, Ep #235

Financial Symmetry

By challenging the outdated success prototype often represented by male-centric attributes and creating opportunities for diverse recruiting, companies can leverage different perspectives to drive innovation and success. Forward-thinking companies recognize that diverse teams outperform their homogenous counterparts.

article thumbnail

11 Tips For How To Ace An Interview

Clever Girl Finance

Recruiters will overlook your resume. Job recruiters are scanning resumes and looking for the skills they listed. Using the job post as a guideline, choose a strength that you know the recruiters are looking for. These could be leadership skills, communication, or problem-solving. Keep your resume to two pages or less.