Nerd's Eye View

OCTOBER 18, 2022

And be certain to listen to the end, where Louis shares why he feels that the financial planning profession is a helping profession and as an advisor it’s important to recognize that providing value in a client’s life can be as simple as giving one’s time and energy to help the client (as that is a rare commodity in life), why Louis (..)

Financial Planning 130

Financial Planning Planning Management Investing 130

Inside Information

APRIL 26, 2024

The Financial Services Institute would tell regulators that they would be ‘forced’ to give up their smaller accounts if they were regulated as fiduciaries. The fear-mongering definitely benefits the acquiring firms and especially the M&A firms. Examples abound. We hear about ‘professionally-managed’ firms.

Fee Only 40

Fee Only Professional Services Clients Compliance 40

Nerd's Eye View

OCTOBER 11, 2022

And be certain to listen to the end, where Libby shares how she began to track time and energy she was spending on each client, which allowed her to right-size her client load to only serve the ones that she truly enjoyed working with (and not just the ones that were profitable), why Libby believes that, while it is important for advisors to absorb (..)

Financial Advisor 185

Financial Advisor Clients Consulting Financial Services 185

Steve Sanduski

JANUARY 16, 2024

The first part of Mark’s prediction definitely came true. With tailwinds turning into headwinds, the financial services industry is about to get a lot more competitive and, for some smaller firms, potentially less profitable.

Wealth Management 59

Wealth Management Management Clients Financial Services 59

Sara Grillo

APRIL 19, 2024

Definitions on the internet are one thing, and what it actually says in the agreement is another. If you are worried about a financial advisor stealing your money, consider spelling out any restrictions in your agreement with them. Ask your lawyer if you need to, but make this decision wisely.

Financial Advisor 95

Financial Advisor Financial Advice Accounting Compliance 95

Steve Sanduski

MAY 30, 2023

Expanding the definition of what it means to work in financial services, especially for young advisors who prioritize work-life balance. The tension between your present reality and your desired future that advisors have to resolve as they plan for the next stage of their firm’s growth.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Clients Financial Services 52

Million Dollar Round Table (MDRT)

JULY 5, 2022

By Sandy Schussel I’ve given some thought about how not to grow a successful financial services practice or increase your income. Frankenstein” was a hit movie, but it definitely won’t grow your business. If they don’t work organically, they’re not likely to work with paid traffic. It’s money not well-spent.

Financial Advisor 52

Financial Advisor Financial Services Clients Marketing 52

Investment Writing

OCTOBER 31, 2022

Here’s how Sides approaches this challenge: My systematic method for audience definition is divided into four processes: (1) defining who the readers are; (2) defining what the readers know; (3) defining what the readers need to know; (4) defining what the readers will do with the information. Define who your readers are.

Education 104

Education Commission Clients Financial Services 104

Brown Advisory

AUGUST 11, 2023

Old economy refers to industries that have not changed significantly despite advances in technology – subsectors like steel, agriculture and manufacturing come to mind, but for inclusivity let’s broaden the definition out to the industrials and materials sectors. Terms and Definitions: Sensational Seven Stocks: Apple Inc.

Economy 98

Economy Manufacturing Clients Economics 98

BlueMind

FEBRUARY 15, 2023

However, financial advisors will find that special clients and their families are unanimous about their main concern: to have a financial plan in place that will provide support for the special needs person in the future. Related: How Financial Advisors Should Engage With Female Clientele?

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

International College of Financial Planning

JUNE 10, 2022

CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants. For those looking for a career in the financial services sector, CFP Certification provides a definite edge over other candidates and is widely respected by consumers, professionals & industry. .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Midstream Marketing

FEBRUARY 13, 2021

As someone who has devoted a large part of my life to helping financial services professionals generate leads and empower their marketing strategies, I’m well aware that RIAs in particular are ALWAYS looking for new sources of financial advisor leads. The Importance of Perspective in Lead Generation for Financial Advisors.

Financial Advisor 52

Financial Advisor Clients Assets Financial Services 52

Midstream Marketing

JANUARY 14, 2021

With the right approach, Facebook marketing can be incredibly effective for financial services businesses in particular. Plus, you’ll never have to waste money targeting people who fall outside of that definition of your ideal client, which will go a long way towards increasing lead quality across the board.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Midstream Marketing

DECEMBER 19, 2020

I’ve seen the financial services industry change in a lot of ways over the course of my career, but few things compare to the rapid-fire evolution I’ve seen take place over the last few months since the beginning of the global COVID-19 pandemic.

Financial Advisor 52

Financial Advisor Advertising Financial Services Media 52

Carson Wealth

MARCH 11, 2024

Definitional issues around labor force participation (how the unemployment rate is calculated) and demographics (an aging society, with more people retiring every day) is why I prefer the prime-age (25-54 years) employment-population ratio. For 16–19-year-olds, the unemployment rate rose from 10.6%

Marketing 97

Marketing Marketing Economy Compliance 97

Brown Advisory

JANUARY 18, 2024

Terms and Definitions: Forward P/E Ratio : The Forward P/E Ratio is determined by dividing the price of the stock by the company's forecasted earnings per share. Standard & Poor’s, S&P®, and S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc.

Marketing 52

Marketing Marketing Valuation Clients 52

FMG

NOVEMBER 7, 2022

We love this one from John Barrios, CFP® , owner of Barrios Financial Services as it’s truly all about the season of giving. Candles are a great gift, as not only do they smell great but they definitely offer that holiday ambiance. What a great idea! Charitable Gifts. Soy Candles. Melisa Joy, CFP® of Pearl Planning.

Financial Advisor 59

Financial Advisor Clients CFP Estate Planning 59

Inside Information

OCTOBER 29, 2023

But in the financial services marketplace, the reality is a crowd of fleece-clad wolves (brokers) as far as the eye can see, and you have to be pretty observant to notice a few actual sheep (fiduciary advisors) in their midst.

Sales 40

Sales Ethics Fee Only Financial Advice 40

Trade Brains

AUGUST 19, 2022

You can find many valuable investing lessons on this blog which definitely makes it one of the best Indian stock market blogs. This blog is focused to help people invest sensibly to achieve financial goals, get their personal finances in order, and invest profitably in stocks. They have a newsletter of over 47,000+ subscribers.

Marketing 59

Marketing Marketing Education Investing 59

Brown Advisory

JULY 19, 2023

Factset® is a registered trademark of Factset Research Systems, Inc Terms and Definitions: R-squared (R2) is a statistical measure that represents the proportion of the variance for a dependent variable that’s explained by an independent variable in a regression model.

Clients 98

Clients Investing Investments Financial Services 98

Brown Advisory

NOVEMBER 15, 2023

Terms and Definitions: The S&P 500® Index , an unmanaged index, consists of 500 stocks chosen for market size, liquidity, and industry group representation. Standard & Poor’s, S&P®, and S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc.

Clients 52

Clients Numbers Investing Investments 52

Trade Brains

MAY 10, 2023

Besides this, they also offer insurance, investing, credit, and many other financial services. It is headquartered in Mumbai and has a handful of records to its name, such as: 46.77 Crore Customers 227 Offices Around The World 22,266 Branches 27.58% market share in debit card spending 65,030 ATMs and ADWMs 95.5%

Planning 52

Planning Banking Insurance Assets 52

FMG

OCTOBER 5, 2023

Charitable Gifts We love this one from John Barrios, CFP® , owner of Barrios Financial Services , as it’s truly all about the season of giving. Soy Candles Candles are a great gift, as not only do they smell great, but they definitely offer that holiday ambiance. What a great idea! Melisa Joy, CFP® of Pearl Planning.

Clients 52

Clients CFP Financial Advisor Wealth Advisor 52

eMoney Advisor

NOVEMBER 9, 2022

As wealth begins to change hands, there will be new expectations for the financial planning industry —new service areas to explore and new client expectations to exceed. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

FMG

SEPTEMBER 15, 2022

Video creation and marketing have taken a significant role in the financial field. Businesses in financial services use video for marketing, branding, and events/updates. There is no guessing and there’s definitely no click-baiting. Meaning that video can be used in a multitude of ways. Example 2: Devin Carroll.

Wealth Management 64

Wealth Management Financial Advisor Media Retirement 64

Sara Grillo

AUGUST 14, 2023

Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Brown Advisory

JUNE 14, 2023

Factset® is a registered trademark of Factset Research Systems, Inc Terms and Definitions: Sensational Seven Stocks: Apple Inc. Standard & Poor’s , S&P®, and S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc. AAPL), Microsoft Corp. MSFT), Amazon.com, Inc.

Marketing 52

Marketing Marketing Clients Communication 52

Trade Brains

JULY 10, 2022

So, they can definitely grow in the rural areas…” …besides, as they have enough resources and financials, they are also continuously working on new product development in their Research & development (R&D) department. . HDFC Bank is India’s leading banking and financial service company.

Pharmaceutical 98

Pharmaceutical Manufacturing Insurance Food 98

Sara Grillo

OCTOBER 31, 2022

If you are not careful you can wind up paying a lot of money for crap, or even getting blatantly deceived about what you are paying for when you hire a financial advisor. I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Inside Information

FEBRUARY 27, 2023

Some of us remember that the consumer revolution, which phased out salespeople and put the consumer in charge of selecting purchases based on price and quality, was very slow to enter the financial services world.

Financial Planner 40

Financial Planner Fee Only Financial Planning Insurance 40

Brown Advisory

JUNE 12, 2018

And these companies have definitively outperformed the rest. Standard & Poor’s, S&P, and S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc. When we looked at the data, we found that companies in the S&P 500 ® Index that offer guidance are in the minority.

Clients 52

Clients Investing Investments Financial Services 52

Brown Advisory

JUNE 12, 2018

And these companies have definitively outperformed the rest. Standard & Poor’s, S&P, and S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc. When we looked at the data, we found that companies in the S&P 500 ® Index that offer guidance are in the minority.

Clients 52

Clients Investing Investments Financial Services 52

Indigo Marketing Agency

MARCH 18, 2021

Many financial advisors who are just getting started with their digital marketing often ask, “How often should I email my network?” Like most things in life, there’s no definitive answer. . The average email open rate for the financial services industry is 24.80%. (3). A recent Morningstar study shows that 36.6%

Financial Advisor 59

Financial Advisor Clients Media Advertising 59

Sara Grillo

DECEMBER 12, 2022

And, if so, what fees are included in the definition of “all the fees.” I hope you’ll at least join my weekly newsletter about financial advisor lead generation. I also partner with E4 Insurance Services, a full-service brokerage agency to help noninsurance-oriented professionals (CFP’s, CFA’s, investment advisors, etc.)

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Brown Advisory

FEBRUARY 15, 2019

Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc. stock market.

Valuation 52

Valuation Clients Portfolio Government 52

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. RITHOLTZ: It was just Franklin. RITHOLTZ: Right.

Management 213

Management Investing Investments Assets 213

Brown Advisory

JUNE 19, 2019

Please see the end of the article for a complete list of index definitions. Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc. MBS and Treasury Performance During Recent Equity Downturns. (12/31/2000-12/31/2018). Source: Bloomberg.

Investing 52

Investing Investments Clients Government 52