Nerd's Eye View

JUNE 18, 2025

AI meeting notetakers can assist in documenting these interactions, but advisors should review the tools’ output carefully to ensure no inadvertent ‘recommendations’ are implied. This step is especially important in spontaneous or emotionally charged situations where advisors may feel pressure to respond quickly.

Taxes 146

Taxes Tax Planning Communication Planning 146

Nerd's Eye View

NOVEMBER 26, 2024

In this episode, we talk in-depth about how Kevin's firm's new hire training program ramps up through the first 6 months, starting with an initial 90-day stage that uses standardized case studies to teach the firm's financial planning process and how to review and input data into the firm's systems, followed by a second 90-day stage that builds new (..)

Wealth Management 246

Wealth Management Financial Advisor Clients Planning 246

MainStreet Financial Planning

JUNE 17, 2025

Organize and Update Key Documents Summer is also a great time to review the paperwork side of your financial life. Make sure your beneficiary designations are current, check your insurance coverage, pull your credit report, and revisit estate planning documents.

Financial Planning 52

Financial Planning Retirement Planning Insurance Coverage 52

Nerd's Eye View

MAY 5, 2025

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Charles Schwab has taken a minority stake in estate planning platform Wealth.com as it seeks to offer estate document preparation to its retail investor clients – which on the one hand gives Schwab a value-add that could keep (..)

Financial Planning 170

Financial Planning Clients Retail Planning 170

Nerd's Eye View

NOVEMBER 29, 2023

The traditional way that most financial planning has been offered was for an advisor to create "The Plan": a comprehensive document outlining a client's financial strategy that was delivered either on a one-time basis or updated annually.

Planning 246

Planning Financial Planning Clients Communication 246

Carson Wealth

JULY 3, 2024

Understand your tax obligations at the local, state and federal levels, and keep detailed records of income, expenses and tax-related documents. Create Succession and Exit Plans Having a clear succession or exit plan ensures the continuity of your business in the event of retirement, sale, or unforeseen circumstances.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

MainStreet Financial Planning

JANUARY 23, 2025

Review Your Estate Planning Documents Take some time to review the key documents in your estate plan, such as your will, power of attorney, and property deeds. Prepare for Tax Season Organize your tax documents in one central locationwhether its a folder, box, or basketto avoid scrambling when its time to file.

Estate Planning 88

Estate Planning Budgeting Taxes Insurance 88

Nerd's Eye View

APRIL 3, 2023

million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)

Estate Planning 246

Estate Planning Financial Planning Clients Wealth Management 246

Darrow Wealth Management

MARCH 31, 2023

There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Once the divorce is finalized, a crucial (but often overlooked) part of the process is updating estate documents and beneficiary designations.

Financial Planning 105

Financial Planning Planning Estate Planning Assets 105

Tobias Financial

JUNE 16, 2025

In contrast, your financial life often lacks such clear signals. Yet just like your vehicle, your financial plan benefits from regular maintenance and timely adjustments. At Tobias Financial Advisors, we view financial planning as an ongoing process designed to evolve with your life.

Planning 52

Planning Engineering Financial Planning Financial Advisor 52

Nerd's Eye View

JANUARY 16, 2024

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman.

Media 246

Media Financial Advisor Financial Planning Planning 246

Steve Sanduski

FEBRUARY 18, 2025

Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Including collectibles in estate planning to avoid family disputes. .”

Financial Planning 52

Financial Planning Planning Valuation Clients 52

Nerd's Eye View

NOVEMBER 22, 2023

In this guest post, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, discusses in depth the various stages of buying, selling, and merging an investment advisory and financial planning business.

Compliance 246

Compliance Sales Financial Advisor Financial Planning 246

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

Education 244

Education Financial Planning Estate Planning CFP 244

Nerd's Eye View

MAY 30, 2023

Welcome back to the 335th episode of the Financial Advisor Success Podcast ! Tim is a Managing Partner for the Center for Financial Planning, a hybrid advisory firm based in Southfield, Michigan, that oversees $1.5 My guest on today's podcast is Tim Wyman. billion in assets under management for 1,000 client households.

Financial Advisor 246

Financial Advisor Financial Planning Clients Planning 246

Nerd's Eye View

AUGUST 24, 2022

The agreement should also lay out some acknowledgments for the client to review. Another important section of the agreement concerns the resolution of disputes between the adviser and the client.

Electronics 242

Electronics Clients Retirement Planning Financial Advice 242

Nerd's Eye View

AUGUST 24, 2022

The agreement should also lay out some acknowledgments for the client to review. Another important section of the agreement concerns the resolution of disputes between the adviser and the client.

Electronics 238

Electronics Clients Retirement Planning Financial Advice 238

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 99

Financial Planning Planning Budgeting Insurance 99

Nerd's Eye View

JUNE 13, 2023

Welcome back to the 337th episode of the Financial Advisor Success Podcast ! Danika is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech and supports more than $275K of ongoing revenue. My guest on today's podcast is Danika Waddell.

Financial Advisor 246

Financial Advisor Clients Startup Financial Planning 246

Nerd's Eye View

SEPTEMBER 5, 2022

Orion (re-)partners with Apex Clearing with an integrated financial-planning-and-digital-account-opening experience for younger clients with smaller accounts.

Financial Advisor 241

Financial Advisor Estate Planning Accounting Taxes 241

eMoney Advisor

NOVEMBER 14, 2022

As any planning-led financial professional knows, the financial plans you create are only as good as their implementation. If your client doesn’t follow the plan and take the appropriate actions based on the advice you provide, does that plan really matter? Keeping the Conversation Going.

Financial Planning 88

Financial Planning Clients Planning License 88

Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

Financial Planner 246

Financial Planner CFP Compliance Clients 246

Tobias Financial

JUNE 2, 2025

To help make this process more approachable and efficient, our financial planning and advisory teams at Tobias Financial Advisors now use Vanilla, an estate planning software, designed by estate attorneys, and powered by AI. One of Vanillas most powerful features is its ability to model what-if scenarios.

Estate Planning 52

Estate Planning Planning Financial Advisor Tax Planning 52

Abnormal Returns

OCTOBER 23, 2023

(riabiz.com) AI Is AI an existential threat to the business of financial advice? advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. investmentnews.com) Compliance How to conduct and document an annual compliance review. riabiz.com) The upside of pro bono financial planning.

Compliance 157

Compliance Estate Planning Financial Advice Financial Advisor 157

Carson Wealth

JANUARY 4, 2024

If you have student, personal or car loans, credit card debt or a mortgage, you need to have a plan on how to pay them off – and which ones to tackle first. While from a behavioral standpoint some suggest you should tackle low balance accounts first, a financial planning approach suggests you tackle high interest rate debt first.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

Wealth Management

JUNE 20, 2025

Now, two years in, it has built AI agents to automate document processing. His work has appeared in The New York Times , WealthManagement.com , Financial Planning , RIABiz , InvestmentNews , PC Magazine , numerous blogs and several books, including Technology Tools for Today's High Margin Practice.

Wealth Management 130

Wealth Management Management Financial Advisor Estate Planning 130

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Planning 246

MainStreet Financial Planning

MARCH 7, 2025

Many tax professionals offer audit support, giving you peace of mind that your return is accurate and well-documented. At MainStreet Financial Planning , we offer personalized tax preparation services to help you navigate tax season with confidence. appeared first on MainStreet Financial Planning.

Taxes 52

Taxes Financial Planning Planning Numbers 52

Steve Sanduski

APRIL 8, 2025

Keen Wealth’s checklist-driven financial planning process. Our team is so focused on the financial planning side of the equation for everyone that they just eat up all this planning. Why engineers aren’t as difficult to work with as some advisors might think. The questioning is a client experience.

Engineering 52

Engineering Communication Financial Planning Clients 52

Carson Wealth

APRIL 4, 2024

Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) But note, in order for a power of attorney (POA) document to be valid, it must be signed by your parents while they are still mentally competent.

Management 137

Management Healthcare Medical Estate Planning 137

Million Dollar Round Table (MDRT)

MARCH 10, 2024

Dipp Metzger, CFP, MSFS In working with the affluent — clients with a net worth between $5 million to $250 million — I’ve found they value simplicity, especially when they have complex financial planning issues. So, this is an area where I can bring value by simplifying their plans. This is who your trustees are.

Clients 104

Clients Financial Planning CFP Planning 104

MainStreet Financial Planning

OCTOBER 3, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 10-17-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

Taxes 98

Taxes Investments Investing CFP 98

MainStreet Financial Planning

JANUARY 31, 2024

In the vast world of financial services, it’s crucial to distinguish between legitimate businesses and those seeking to exploit unsuspecting individuals. MainStreet Financial Planning , Inc. Please also note that the name of our financial planning firm is spelled differently.

Financial Planning 52

Financial Planning Planning Tax Planning Commission 52

Integrity Financial Planning

FEBRUARY 26, 2023

You may be eager to file your taxes to get your return as soon as possible, but filing before you have all your documents can actually cause delays in getting your return. It’s best to be patient and ensure that you have all the documents that you need for submitting your taxes. [1] Make sure you sign your documents!

Taxes 98

Taxes Numbers Financial Planning Planning 98

Steve Sanduski

OCTOBER 27, 2024

When team members have access to well-documented procedures and checklists, they can perform their tasks with greater assurance and accuracy. System: The final step is to document the detailed instructions about how each task is completed. Building the Team: Involves processes for attracting, training, and retaining top talent.

Clients 64

Clients Financial Advisor Management Accounting 64

Ballast Advisors

JUNE 18, 2024

As you navigate the waters of financial planning, it’s crucial to maintain balance and stability amidst the complexities of owning multiple residences in different states. Tax-related documents: When you have multiple residences, you may need to file state income tax returns in each state where you are considered a resident.

Insurance Coverage 52

Insurance Coverage Insurance Taxes Financial Planning 52

Yardley Wealth Management

SEPTEMBER 24, 2021

The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. 5 Steps for Creating a Financial Plan. Garry offers the following advice for investors who are shell-shocked and don’t know where to turn in taking the first step in creating a financial plan: Have a plan.

Financial Planning 52

Financial Planning Planning Estate Planning Wealth Management 52