Nerd's Eye View

MARCH 12, 2024

Welcome back to the 376th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Eric Simonson. Eric is the Founder & CEO of Abundo Wealth, an Advice-Only RIA based in Minneapolis, Minnesota, that oversees $600M in assets under advisement for 420 client households.

Clients 130

Clients Financial Advisor Financial Planning Media 130

Nerd's Eye View

FEBRUARY 27, 2024

Welcome back to the 374th episode of the Financial Advisor Success Podcast ! Dianne is the Managing Partner of Argent Bridge Advisors, a hybrid advisory firm based in Vienna, Virginia, that oversees $500 million in assets under management for 350 client households. My guest on today's podcast is Dianne Nolin.

Financial Advisor 130

Financial Advisor Clients Communication Financial Planning 130

XY Planning Network

JANUARY 22, 2024

EXCLUSIVE XYPN LIVE CONTENT Whether you embrace the technical side of marketing with both arms or at arm's length, the fact remains: leveraging it in your RIA marketing plan will bring you long-term gains.

Financial Planning 83

Financial Planning Fee Only Planning Engineering 83

WiserAdvisor

AUGUST 31, 2023

Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. The benefits of having a financial advisor extend far beyond your working years.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Nerd's Eye View

SEPTEMBER 9, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that as Millennials grow their wealth, they could be increasingly turning to financial advisors for guidance. How sequence of return risk can affect accumulators as well as retirees.

Financial Planner 188

Financial Planner Retirement Planning Financial Advisor Education 188

The Big Picture

JULY 20, 2023

.” – Bloomberg Let’s get this out of the way: I dislike any product that exchanges a portion of your potential gains in exchange for downside protection. Would you accept a trade where for ~32% of the upside, you are freed from having to manage your own behavior? Let’s discuss why.

Math 186

Math Financial Planning Assets Management 186

Indigo Marketing Agency

MARCH 11, 2024

Indigo Marketing Agency, a leader in financial advisor marketing, has announced the launch of its educational webinar event specifically for independent financial advisors seeking to scale their businesses efficiently. About Indigo Marketing Agency. Get in Touch With Indigo Marketing Agency here.

Financial Advisor 52

Financial Advisor Clients Engineering Marketing 52

Indigo Marketing Agency

MAY 8, 2024

What Is the Total Marketing Package Growth Tier? The Total Marketing Package Growth Tier (TMP Growth) is a comprehensive marketing machine for financial advisors hungry to welcome more of their target clients. Who Is the Total Marketing Package Growth Tier For?

Financial Advisor 52

Financial Advisor Marketing Marketing Consulting 52

Sara Grillo

APRIL 15, 2024

In this podcast I interview Sarah Charles , an hourly financial planner who used to work under the AUM fee model. She talks about why she made the jump and what life is like now as an hourly financial planner. I am a CFA® charterholder and financial advisor marketing consultant. WHAT how dare you, Sara?

Financial Planner 59

Financial Planner Financial Advisor Consulting Financial Planning 59

Nerd's Eye View

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mindy Crary.

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Indigo Marketing Agency

APRIL 2, 2024

How can financial advisors effectively segment their email lists for targeted campaigns? Segmentation is the process of dividing your email list into smaller groups based on specific criteria, such as demographics, client needs, or behavior. Effective segmentation begins with collecting and analyzing your client data.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Clever Girl Finance

APRIL 29, 2024

When it comes to financial decisions, such as saving money and building wealth, we can all probably come up with several excuses as to why we haven’t done certain things. And everyone can likely make a long list of bad financial decisions they have made. What is the best financial decision? Can you relate?

Budgeting 82

Budgeting Planning Accounting Investing 82

Investment Writing

JULY 6, 2023

If you feel frustrated by coming up with topics for your financial blog, the journalist’s five Ws and one H can help. As you brainstorm topics, think about how you can solve problems for members of your target audience. This will make your posts relevant to them. Who should inherit your wealth?

Financial Planner 137

Financial Planner Financial Advisor Financial Planning Retirement 137

Darrow Wealth Management

MAY 6, 2024

When a parent dies and you’re the executor, make sure you understand your duties. Here’s a checklist to help you manage the process as executor of your parents estate. If your parent had a trust, the individual(s) named in the trust documents as successor trustee will control the distribution of the trust assets.

Estate Planning 86

Estate Planning Distribution Valuation Taxes 86

Indigo Marketing Agency

FEBRUARY 24, 2024

Huge portions of the internet population are increasingly looking online for financial guidance. That means the right digital marketing for financial advisors can be the rocket fuel that propels unparalleled success. Let’s take a look at the advantages and techniques of effective digital marketing. Think about it.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Guidance 52

Indigo Marketing Agency

FEBRUARY 12, 2024

In today’s dynamic financial landscape, the role of financial advisors extends beyond traditional financial planning to include effective digital marketing strategies. In this blog post, we answer the question “How do financial advisors market themselves?”

Financial Advisor 52

Financial Advisor Marketing Marketing Advertising 52

Covisum

OCTOBER 25, 2022

Many advisors have a variety of financial planning software solutions to help them meet their clients' needs. There is software to help you create and organize your client database, manage portfolios, optimize Social Security benefits, market your practice, and more. It's not enough to share data.

Financial Planning 98

Financial Planning Planning Clients Portfolio 98

Sara Grillo

MARCH 8, 2024

” Here are some seminar marketing tips for financial advisors who want to get new clients and develop relationships with their community. Financial advisor seminar marketing is not that simple You may be prohibited in some cases from saying anything to actively solicit leads. Ready to go get ’em?

Financial Advisor 52

Financial Advisor Budgeting Clients Media 52

Carson Wealth

AUGUST 25, 2022

Your financial needs in retirement can depend on dozens of factors – some known and some unknown. Among these are your longevity, lifestyle, comfort with market performance, sequence of return risk, current health, housing plan, proportion of fixed to variable expenses, proximity to children and so much more.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

eMoney Advisor

DECEMBER 12, 2022

Broadening the reach of your financial planning services is good for the health of your business, helps your advisors become more successful, and increases the likelihood that they continue to build their careers with your firm. Large and Small Firms Have Different Support Focuses.

Planning 82

Planning Certified Financial Planner Financial Planning Education 82

WiserAdvisor

DECEMBER 15, 2023

According to a survey, a significant majority of Americans, approximately 80%, share the common notion that the point of working hard in your adult life is so you can enjoy a nice retirement. Financial security is a fundamental element that can shape the quality of your post-employment years.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Focus on short-term goals. Focus on short-term goals.

Financial Planning 95

Financial Planning Clients Planning Education 95

Sara Grillo

APRIL 11, 2023

Here are some Excel models financial advisors can use to create your Chart of Accounts. Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet. I am a CFA® charterholder and I used to be a financial advisor.

Financial Advisor 97

Financial Advisor Management Accounting Consulting 97

eMoney Advisor

APRIL 18, 2023

Financial professionals are often guided to group their clients and prospects in accordance with segmentation guidelines. And this is a great starting point when trying to determine the best products and services for your specific client base. As a result, consumers are experiencing financial stress.

Clients 72

Clients Financial Planning Planning Financial Planner 72

FMG

AUGUST 24, 2022

Financial advisors have to face plenty of challenges in their pursuit of success. Being a financial advisor is a tough gig despite both triumphs and failures. What separates good financial advisors from great ones is their ability to build and enact marketing plans. Identify Your Audience.

Financial Advisor 75

Financial Advisor Planning Advertising Marketing 75

eMoney Advisor

APRIL 20, 2023

And while there is endless information available to help people answer their questions about money, financial professionals can position themselves online to reach those who are seeking additional support. The key is ensuring you and your business show up when consumers are looking for financial advice.

Advertising 74

Advertising Financial Advisor Engineering Financial Planning 74

Steve Sanduski

NOVEMBER 21, 2023

Guest: John Wernz, one of the top marketers on the planet. John was the Chief Marketing Officer of Wealth Enhancement Group (WEG) (listen to my podcast with WEG CEO Jeff Dekko) as that company grew rapidly through some sophisticated organic marketing programs. Who should your first marketing hire be?

Media 59

Media Marketing Marketing Planning 59

WiserAdvisor

MARCH 28, 2024

As you enter your 50s, the urgency of retirement savings becomes palpable. With the average Gen X household boasting a mere $40,000 in retirement savings, according to the National Institute on Retirement Security, the need for prompt action becomes even more apparent in your 50s.

Retirement 59

Retirement Financial Advisor Medical Healthcare 59

Indigo Marketing Agency

FEBRUARY 2, 2023

Last month, Indigo’s very own Digital Marketing Consultant, Katie Cress, was asked to speak at the Heath Walters’ Financial Innovation Summit in Tampa, Florida. Read on to learn more about marketing your speciality as an advisor. Not only that but specializing also allows you to charge a premium for your services.

Marketing 81

Marketing Marketing Financial Advisor Clients 81

WiserAdvisor

APRIL 12, 2024

The role of a financial advisor is indispensable in today’s world. These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. How to determine a good financial advisor-to-client ratio?

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

eMoney Advisor

APRIL 4, 2023

As a financial professional, you are likely aware of what the media is calling the Great Wealth Transfer—where $84 trillion is set to be passed to younger generations over the next two decades. 1 But have you been putting any effort into ensuring you will continue to work with the heirs of this wealth when your older clients hand it over?

Education 97

Education Financial Advisor Clients Planning 97

Clever Girl Finance

JANUARY 22, 2024

Receiving a sudden financial windfall can come with many mixed emotions. When handled with care and used wisely, receiving a large sum of money provides a great opportunity to improve your financial situation. Table of contents What is a financial windfall? And use it to benefit your future!

Management 72

Management Certified Financial Planner Financial Planner Consulting 72

Nationwide Financial

JANUARY 25, 2023

In recent months, Americans are rethinking what life in retirement looks like because of economic uncertainty, opting to adjust their personal priorities with financial stability in mind. Among non-retired investors, more than two-thirds (69%) plan to or are considering continuing to work in retirement.

Retirement 116

Retirement Retirement Planning Clients Financial Advisor 116

Fortune Financial

MARCH 5, 2024

One powerful tool that might not be on every entrepreneur’s radar — but definitely should be — is a 401k plan. Aside from just being a retirement savings option, a 401k for small business owners can be a game-changer that offers benefits extending well beyond your future financial security and that of your employees.

Retirement Planning 52

Retirement Planning Financial Advisor Retirement Taxes 52

FMG

OCTOBER 6, 2022

Technology is one of the most important components of a financial advisor’s business. From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. The average advisor serves 156 clients.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Gen Y Planning

APRIL 3, 2023

When you think of people who use financial advisors, you may not consider yourself the right demographic. But it may surprise you that plenty of advisors cater to people who aren’t retired millionaires. There are plenty of reasons for younger people to engage with a financial advisor well before retirement age.

Financial Advisor 52

Financial Advisor Tax Planning Retirement Taxes 52