Economics and Financial Advisor - Financial Advisor Source

Advisor Sentiment Index: Advisors’ Market Outlook Improves

Wealth Management

JUNE 17, 2025

Financial advisors' confidence in the stock market increased in May, with 68% expecting improvement within a year, despite ongoing economic uncertainties due to tariffs.

Marketing

Marketing Marketing Financial Advisor Economics

Mindy Diamond on Independence: Financial Advisor Economics Beyond Transition

Wealth Management

SEPTEMBER 7, 2023

In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time—thinking about the short-, mid- and long-term—whether they are in an employee or independent model?

Financial Advisor

Financial Advisor Recruitment Economics

Personal finance links: household economics

Abnormal Returns

JANUARY 29, 2025

contessacapitaladvisors.com) On the value a financial advisor can add. (humbledollar.com) Personal finance In life, stuff happens. spilledcoffee.co) Diversification is good for your mental health. bestinterest.blog) Good listening requires a distraction-free space.

Economics

Economics Retirement Financial Advisor Investments

Webinars

Protect What Matters: Rethinking Finance Ops In A Digital World

Your Accounting Expertise Will Only Get You So Far: What Really Matters

MORE WEBINARS

Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

JUNE 13, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S. Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

Financial Planner

Financial Planner Financial Advisor Tax Planning Clients

The 10 Best Financial Advisor Conferences To Attend In 2024

Nerd's Eye View

OCTOBER 30, 2023

After several years of turmoil caused by the pandemic, financial advisor conferences seem to have found a "new [post-pandemic] normal", with events once again growing (some already surpassing their pre-pandemic highs). As a result, I am often asked for my own suggestions of what, really, are the industry's 'best' conferences to attend.

Financial Advisor

Financial Advisor Numbers Budgeting Financial Planning

Advisor Economic Sentiment Increased in February

Wealth Management

MARCH 21, 2024

Financial advisors’ optimism over the economy and the markets ticked marginally up in February, dampened only by persistent inflation and uncertainty over upcoming national elections.

Economics

Economics Financial Advisor Economy Marketing

Financial Advisors Turn Focus to Income Assets

Wealth Management

MAY 1, 2023

Discover how advisor investment decisions are changing—and are likely to evolve—given current market and economic conditions.

Financial Advisor

Financial Advisor Assets Economics Investments

Essential Tips for Financial Advisors to Avoid Burnout

Don Connelly & Associates

JANUARY 13, 2025

Few professions result in a higher burnout rate than the financial advisory business. For advisors, managing stress is essential for maintaining a healthy balance, which is crucial for sustainable success. For advisors, managing stress is essential for maintaining a healthy balance, which is crucial for sustainable success.

Financial Advisor

Financial Advisor Clients Economics Management

4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. The key point is that, given the current economic uncertainty, there are several ways that advisors can help clients prepare for potential downturns.

Economics

Economics Marketing Marketing Economy

The Best Content for Financial Advisors to Attract Clients in 2025

Indigo Marketing Agency

JUNE 18, 2025

The Best Content for Financial Advisors to Attract Clients in 2025 Does your blog feel stale? Here’s content for financial advisors that’s actually working—and how to make it easier. What makes video so effective for financial advisors? Are your videos getting zero engagement?

Financial Advisor

Financial Advisor Clients Education Healthcare

3rd Quarter Economic And Market Outlook: Understanding Risks And Opportunities In The Web Of Inflation, Interest Rates, Valuations, And More

Nerd's Eye View

OCTOBER 4, 2023

This has perhaps never been more true in many financial advisors' careers than at the current moment where, depending on which numbers you look at, the economy could be either growing steadily, leveling off, or already in a recession. And even though U.S.

Valuation

Valuation Economics Economy Marketing

It’s Crunch Time For Many Policyholders

Wealth Management

JUNE 11, 2025

What’s more, getting those other advisors interested in the project could take some doing. Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning.

Wealth Management

Wealth Management Insurance Estate Planning Clients

Financial Advisor Recording Gear List: Creating Pro-Level Videos From Your Desk

Indigo Marketing Agency

JUNE 26, 2025

Financial Advisor Recording Gear List: Creating Pro-Level Videos From Your Desk DOWNLOAD FULL GEAR LIST HERE Want to make a bigger impact online without hiring a full video crew? Here’s a financial advisor recording gear breakdown for everything you need to get the job done. The best part?

Social Media Marketing for Financial Advisors: A Masterclass

Midstream Marketing

NOVEMBER 5, 2024

Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. Explore different social media platforms that financial advisors can use, like LinkedIn, Twitter, Instagram, and Facebook. It is helpful for financial advisors.

Media

Media Financial Advisor Marketing Marketing

Enhance Your Reach: Content Marketing for Financial Advisors

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. It helps advisors show their thought leadership and grow their business.

Financial Advisor

Financial Advisor Marketing Marketing Media

#FASuccess Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors, With Michael Kramer

Nerd's Eye View

OCTOBER 8, 2024

Welcome to the 406th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Michael Kramer. Michael is the manager of Natural Investments, an RIA based in San Francisco, California that has offices across the country, overseeing $1.9 Read More.

Financial Advisor

Financial Advisor Clients Distribution Planning

Tune Out the Noise: The Difference an Experienced Financial Advisor Can Make

Tobias Financial

MAY 13, 2025

With constant headlines about market swings, economic policy changes, and financial uncertainty, its easy to feel overwhelmed. Having an experienced financial advisor by your side can help you stay grounded in your plan, even when markets feel anything but steady.

Financial Advisor

Financial Advisor Risk Tolerance Financial Planning Planning

#FA Success Ep 350: The RIA Custodian As The All-In-One Investment Operating System Of The Future, With Jason Wenk

Nerd's Eye View

SEPTEMBER 12, 2023

Welcome back to the 350th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jason Wenk. Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

Financial Advisor

Financial Advisor Investments Investing Financial Advice

41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

Financial Advisor

Financial Advisor CFP Financial Services Education

#FA Success Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity, With Ari Weisbard

Nerd's Eye View

APRIL 25, 2023

Welcome back to the 330th episode of the Financial Advisor Success Podcast ! Ari is Managing Partner of Values Added Financial, an independent RIA based in Washington, D.C., My guest on today's podcast is Ari Weisbard. that oversees $143 million in assets under management (AUM) for nearly 75 client households. Read More.

Management

Management Financial Advisor Clients Ethics

Turning Global Economic Trends into Stories That Inspire Action and Build Confidence

Don Connelly & Associates

APRIL 28, 2025

Successful advisors go beyond reacting to short-term events such as market volatility and its impact on client portfolios. Instead, they proactively address long-term economic trends that shape their financial futures. This allows them to make more informed decisions and reinforces confidence in their financial strategies.

Economics

Economics Financial Advice Financial Advisor Clients

#FA Success Ep 293: Jumpstarting Growth By Showing Up Differently Where Prospects Are (Digitally) Concentrated, With Anna N’Jie-Konte

Nerd's Eye View

AUGUST 9, 2022

Welcome back to the 293rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anna N’Jie-Konte. Read More.

Financial Advisor

Financial Advisor Financial Planning Clients Planning

#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

Nerd's Eye View

JULY 26, 2022

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine. Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Read More.

Financial Planner

Financial Planner Management Planning Financial Advisor

A $300,000 College Tour

Wealth Management

JUNE 12, 2025

" Related: What Behavioral Economics Shows us about How to Manage Investor Expectations During Market Uncertainty It's always been easy to make fun of ultra-rich families who willingly spend hundreds of thousands of dollars for admission counseling at white-glove outfits like IvyWise.

Wealth Management

Wealth Management Financial Planning Planning Financial Advisor

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

JUNE 10, 2025

David Armstrong , Executive Director, Content and User Engagement at WealthManagement.com June 10, 2025 Economic uncertainty, heightened volatility and on-again, off-again trade policies are challenging for investors.

Wealth Management

Wealth Management Marketing Marketing Tax Planning

The Latest In Financial #AdvisorTech (April 2024)

Nerd's Eye View

APRIL 1, 2024

Welcome to the April 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning

Estate Planning Financial Advisor Clients Startup

Market Drama

Zoe Financial

APRIL 7, 2025

Economic Update: Market reaction: The sell-off reflects uncertainty, not full confidence that the tariffs will hold negotiations are expectedarket reaction: The sell-off reflects uncertainty, not full confidence that the tariffs will hold negotiations are expected. Actual economic or market events may turn out differently than anticipated.

Marketing

Marketing Marketing Risk Tolerance Financial Advisor

#FA Success Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm, With Lori Van Dusen

Nerd's Eye View

AUGUST 8, 2023

Welcome back to the 345th episode of the Financial Advisor Success Podcast ! Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families. Read More.

Investments

Investments Investing Compensation Planning Financial Advisor

Market Timing vs. Time in the Market

Zoe Financial

JANUARY 28, 2025

If a financial advisor tries to tell you otherwise, be wary. Zoe Financial is not an accounting firm – clients and prospective clients should consult with their tax professional regarding their specific tax situation. Actual economic or market events may turn out differently than anticipated.

Marketing

Marketing Marketing Financial Advisor Taxes

Making Informed Social Security Decisions in Today’s Economic Environment

Tobias Financial

JUNE 23, 2025

In today’s economic environment, many individuals preparing for retirement are thinking more carefully about when to begin claiming Social Security benefits. While uncertainty around Social Security can be concerning, making decisions based on a clear understanding of your goals and financial picture can lead to more confident outcomes.

Economics

Economics Financial Advisor Retirement Retirement Planning

Weekend Reading For Financial Planners (May 11-12)

Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Financial Planner

Financial Planner Retirement Planning Retirement Valuation

#FA Success Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time, With Meg Bartelt

Nerd's Eye View

MAY 23, 2023

Welcome back to the 334th episode of the Financial Advisor Success Podcast ! Meg is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households. Read More.

Clients

Clients Financial Advisor Financial Planner Financial Planning

How Can Financial Advisors Sustain Flow During Economic Transitions?

Leading Advisor

FEBRUARY 19, 2025

The world of financial advising is rife with interruptionsmarket shifts, client concerns, and industry changes can disrupt your focus and derail your productivity. But maintaining… The post How Can Financial Advisors Sustain Flow During Economic Transitions? appeared first on Leading Advisor - Simon Reilly.

Financial Advisor

Financial Advisor Economics Financial Advising Clients

Client Cash Management: Why It’s Important, And The Next Generation Of Technology To Make It Better

Nerd's Eye View

AUGUST 22, 2022

However, despite the impact that cash may have on a person's mindset, advisors have traditionally spent little time advising clients on what to do with their cash - except simply to tell them not to hold too much for risk of losing value to inflation.

Clients

Clients Management Accounting Banking

Client Cash Management: Why It’s Important, And The Next Generation Of Technology To Make It Better

Nerd's Eye View

AUGUST 22, 2022

However, despite the impact that cash may have on a person's mindset, advisors have traditionally spent little time advising clients on what to do with their cash - except simply to tell them not to hold too much for risk of losing value to inflation.

Clients

Clients Management Accounting Banking

The Problem Of High U.S. Equity Valuations And How Advisors Can Factor In Current Evaluations Risks

Nerd's Eye View

MARCH 6, 2024

Financial advisors often discuss how futile it is to try and predict what will happen in the stock market, and yet the reality is that a core component of creating a financial plan involves making a prediction for how markets will behave, at least in the long run.

Valuation

Valuation Retirement Economics Financial Planning

What Makes an Advisor Successful?

Don Connelly & Associates

NOVEMBER 25, 2024

I have been around Financial Advisors for so long that I have created hierarchies. I categorize advisors economically and professionally. I’ve done this for so long that I can usually spot a successful Advisor from across the room. Of course I get fooled sometimes, but not very often. What is it I spot?

Financial Advisor

Financial Advisor Economics

#FA Success Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall, With Eric Roberge

Nerd's Eye View

JUNE 27, 2023

Welcome back to the 339th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Eric Roberge. Eric is the Founder and CEO of Beyond Your Hammock, an independent RIA based in Boston, Massachusetts, that oversees $47 million in assets under management for more than 80 client households. Read More.

Financial Advisor

Financial Advisor Clients Valuation Communication

Insights on improving your mindset and flow in any economic climate.

Leading Advisor

SEPTEMBER 21, 2023

This short video provides insights on improving your mindset and flow in any economic climate: This short video provides insights on improving your mindset and… The post Insights on improving your mindset and flow in any economic climate. appeared first on Leading Advisor - Simon Reilly.

Economics

Economics Financial Advisor

The Latest In Financial #AdvisorTech (January 2024)

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Retirement Planning

Retirement Planning Startup Clients Compliance

Anatomy Of An RIA Sale, Merger Or Acquisition: 5 Important Legal & Compliance Steps

Nerd's Eye View

NOVEMBER 22, 2023

For all of the myriad ways financial advisors can structure and run their practices, firm owners generally encounter similar stages in the development of their firms.

Compliance

Compliance Sales Financial Planning Financial Advisor

The Fed Holds Steady: What It Could Mean for Your Financial Plan

Tobias Financial

JUNE 19, 2025

For long-term investors , the Fed’s cautious approach underscores the importance of having a diversified strategy that can adapt to changing economic conditions. While headlines may shift with each Fed meeting, maintaining focus on long-term goals and financial fundamentals can help weather periods of uncertainty.

Financial Planning

Financial Planning Planning Investment Advisor Financial Advisor

Key Trends and Concerns for Investors in 2025

WiserAdvisor

JUNE 17, 2025

However, it is important to note that this does not mean you no longer need a financial advisor. The role of a financial advisor is just as important as ever. That said, AI can further add value by helping financial advisors and investors save time and leverage technology to optimize their portfolios.

Financial Advisor

Financial Advisor Ethics Healthcare Investments

5 Ways to Protect Your Finances in 2025 from a Recession

WiserAdvisor

JUNE 24, 2025

Speak to a financial advisor about how to protect your money from economic collapse A recession does not necessarily impact everyone in the same way. That is why speaking to a financial advisor can be advised, especially if you are unsure about how to protect yourself during a recession.

Financial Advisor

Financial Advisor Retirement Accounting Investments

Advisor Sentiment Index: Advisors’ Market Outlook Improves

Mindy Diamond on Independence: Financial Advisor Economics Beyond Transition

Webinars

Trending Sources

Personal finance links: household economics

Webinars

Weekend Reading For Financial Planners (June 14–15)

The 10 Best Financial Advisor Conferences To Attend In 2024

Advisor Economic Sentiment Increased in February

Financial Advisors Turn Focus to Income Assets

Essential Tips for Financial Advisors to Avoid Burnout

4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics

The Best Content for Financial Advisors to Attract Clients in 2025

3rd Quarter Economic And Market Outlook: Understanding Risks And Opportunities In The Web Of Inflation, Interest Rates, Valuations, And More

It’s Crunch Time For Many Policyholders

Financial Advisor Recording Gear List: Creating Pro-Level Videos From Your Desk

Social Media Marketing for Financial Advisors: A Masterclass

Enhance Your Reach: Content Marketing for Financial Advisors

#FASuccess Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors, With Michael Kramer

Tune Out the Noise: The Difference an Experienced Financial Advisor Can Make

#FA Success Ep 350: The RIA Custodian As The All-In-One Investment Operating System Of The Future, With Jason Wenk

41 Top Influencers for Financial Advisors in 2023

#FA Success Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity, With Ari Weisbard

Turning Global Economic Trends into Stories That Inspire Action and Build Confidence

#FA Success Ep 293: Jumpstarting Growth By Showing Up Differently Where Prospects Are (Digitally) Concentrated, With Anna N’Jie-Konte

#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

A $300,000 College Tour

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

The Latest In Financial #AdvisorTech (April 2024)

Market Drama

#FA Success Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm, With Lori Van Dusen

Market Timing vs. Time in the Market

Making Informed Social Security Decisions in Today’s Economic Environment

Weekend Reading For Financial Planners (May 11-12)

#FA Success Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time, With Meg Bartelt

How Can Financial Advisors Sustain Flow During Economic Transitions?￼

Client Cash Management: Why It’s Important, And The Next Generation Of Technology To Make It Better

Client Cash Management: Why It’s Important, And The Next Generation Of Technology To Make It Better

The Problem Of High U.S. Equity Valuations And How Advisors Can Factor In Current Evaluations Risks

What Makes an Advisor Successful?

#FA Success Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall, With Eric Roberge

Insights on improving your mindset and flow in any economic climate.

The Latest In Financial #AdvisorTech (January 2024)

Anatomy Of An RIA Sale, Merger Or Acquisition: 5 Important Legal & Compliance Steps

The Fed Holds Steady: What It Could Mean for Your Financial Plan

Key Trends and Concerns for Investors in 2025

5 Ways to Protect Your Finances in 2025 from a Recession

Stay Connected

How Can Financial Advisors Sustain Flow During Economic Transitions?