Indigo Marketing Agency
DECEMBER 11, 2024
How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls. How do you ensure your messaging cuts through the noise and drives prospects to take action with your firm?
Nerd's Eye View
DECEMBER 12, 2024
There's an old joke in the financial planning industry that the ideal client is "anyone with a pulse". For advisors just starting out, that sentiment often rings true – every prospect willing to pay for their service feels like an opportunity. However, as their firms mature, advisors often notice a divide manifesting between newer clients paying higher fees and 'legacy clients' from the early days paying discounted rates.
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The Big Picture
DECEMBER 11, 2024
At The Money: Optimizing Personal Health in Finance , with Phil Pearlman (December 11, 2024) Wall Street is always looking for an edge over the competition. But what if there was a giant source of overlooked alpha? We discuss how to obtain “Fitness Alpha.” Full transcript below. ~~~ About this week’s guest: Phil Pearlman, is former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute.
Abnormal Returns
DECEMBER 11, 2024
Markets Bull markets don't typically last just a couple of years. (carsongroup.com) How to game the strategist annual price target game. (awealthofcommonsense.com) Bitcoin Who's left to buy Bitcoin? (howardlindzon.com) Nothing about a strategic Bitcoin reserve makes sense. (disciplinefunds.com) Microsoft ($MSFT) isn't adding Bitcoin to its balance sheet.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Wealth Management
DECEMBER 11, 2024
The deal will help SEI provide tax optimization unified managed household capabilities across the SEI Wealth Platform.
Nerd's Eye View
DECEMBER 9, 2024
For many financial advisory firms, ownership has traditionally been tied to equity, where advisors take on financial risk in exchange for legal ownership and a share of the firm's success. However, as the cost of equity rises and accessibility becomes more limited, firms face the challenge of inspiring ownership behavior without distributing equity.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Abnormal Returns
DECEMBER 11, 2024
Podcasts Barry Ritholtz talks with Meb Faber of Cambria Investments about deferring capital gains with ETFs. (ritholtz.com) Jack Forehand and Matt Zeigler talk lessons learned from Ben Carlson. (podcasts.apple.com) Christine Benz and Jeff Ptak talk with Tom Idzorek and Paul Kaplan about their new book "Lifetime Financial Advice: A Personalized Optimal Multilevel Approach.
Wealth Management
DECEMBER 12, 2024
Chicago-based Hightowers investment in Dechtman Wealth Management is the firms sixth this year and follows its majority stake in institutional consulting firm NEPC several months ago.
Nerd's Eye View
DECEMBER 11, 2024
"How much can I spend in retirement?" is perhaps the most fundamental question a client brings to their advisor. Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future.
A Wealth of Common Sense
DECEMBER 12, 2024
We also covered questions about how AI will impact the financial advice landscape, timing the next market correction, factoring an inheritance into the house-buying process and using long-dated options in a portfolio. Further Reading: All-Time Highs in the Stock Market are Usually Followed by All-Time Highs 1The most over any 10 year time frame was 344.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Abnormal Returns
DECEMBER 10, 2024
Markets 7 lessons from 2024 including 'Returns are lumpy.' (bilello.blog) The stock market is up big in 2024, but these stocks are down big. (sherwood.news) Annual outlooks It's always going to be a 'stockpicker's market' in strategist investment outlooks. (ft.com) Every asset manager's annual outlook reads the same. (behaviouralinvestment.com) Financial writing Nick's favorite investment writing from 2024 including 'No Regrets' by Jonathan Clements.
Wealth Management
DECEMBER 11, 2024
Incorporation of changes to the original terms of a CRUT may allow it to better reflect the grantors current objectives.
Nerd's Eye View
DECEMBER 13, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study indicates that surveyed advisory firms that raised their fees in the last year saw almost identical 97% client retention rates as firms that lowered their fees (with the firms raising their fees bringing in more revenue in the first two years after doing so), suggesting that some growing firms might consider raising their fees (commensurate with the va
Calculated Risk
DECEMBER 13, 2024
Today, in the Calculated Risk Real Estate Newsletter: Q3 Update: Delinquencies, Foreclosures and REO A brief excerpt: We will NOT see a surge in foreclosures that would significantly impact house prices (as happened following the housing bubble) for two key reasons: 1) mortgage lending has been solid, and 2) most homeowners have substantial equity in their homes.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Abnormal Returns
DECEMBER 9, 2024
Podcasts Ashley Quamme talks with Neil Bage, co-founder of Shaping Wealth, about adviser burnout. (open.spotify.com) Ben Carlson talks with Christine Benz, author of "How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement." (awealthofcommonsense.com) The biz Charles Schwab ($SHCW) is proceeding cautiously on crypto. (riabiz.com) Robinhood ($HOOD) is planning to provide algorithmic investment advice.
Wealth Management
DECEMBER 13, 2024
Bradley Knapp takes over for current CEO David C. Fulton, Jr., on Jan. 1, as part of a longstanding succession plan.
NAIFA Advisor Today
DECEMBER 11, 2024
Christopher Potts , a seasoned financial professional and passionate advocate for the financial services industry, exemplifies leadership, commitment, and a deep sense of responsibility. With a career spanning nearly two decades, Christopher has seamlessly combined his roles as a mentor, advisor, and advocate, leaving an indelible mark on the communities he serves and the industry he represents.
Calculated Risk
DECEMBER 13, 2024
Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-December 2024 A brief excerpt: Earlier this week, in Part 1: Current State of the Housing Market; Overview for mid-December 2024 I reviewed home inventory, housing starts and sales. In Part 2, I will look at house prices, mortgage rates, rents and more.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Abnormal Returns
DECEMBER 9, 2024
Markets Nothing magical happens for markets on January 1st. (optimisticallie.com) You can safely ignore all those year-head strategist reports. (rupakghose.substack.com) Crypto A strategic Bitcoin reserve betrays everything about it's founding ethos. (bloomberg.com) Bitcoin and the stock market have had a positive correlation since 2020. (priceactionlab.com) Crypto types seem indifferent to crypto-related fraud.
Wealth Management
DECEMBER 12, 2024
The commission charged South Carolina-based former rep Eric Cobb with defrauding clients while working for SeaCrest Wealth Management. The firm paid $375,000 to settle the charges.
XY Planning Network
DECEMBER 9, 2024
If you're an established financial advisor setting out to launch your own Registered Investment Advisor (RIA) firm, transitioning clients from your previous firm is likely at the forefront of your concerns. Managing this process effectively is crucial for retaining clients and ensuring compliance. Heres a step-by-step guide to help you navigate a seamless transition.
Million Dollar Round Table (MDRT)
DECEMBER 10, 2024
By Jennifer P. Mann, MBA, CFP I find that so many of my clients, regardless of income, have no idea how much money they are saving. Early in my career, this created quite the challenge in developing a proper plan. First, I would ask clients how much they were saving each year for retirement. They knew what they were putting directly into their retirement accounts, but I wanted to know how much of their income they were saving for the future.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
A Wealth of Common Sense
DECEMBER 8, 2024
Not all investment mistakes are created equal. Some are annoying. Some are self-inflicted. Some are painful. And some you can’t come back from. Here’s a look at Ben’s hierarchy of investment mistakes: Annoying mistakes.These are the investment mistakes that can cause regret but don’t necessarily wreck your plan. Annoying investment mistakes include things like: Selling a winning position too ear.
Wealth Management
DECEMBER 12, 2024
DayMark Wealth Partners' Mike Quin describes his experience leaving the wirehouse world at Wells Fargo and going independent.
Carson Wealth
DECEMBER 9, 2024
Not an Old Bull Market Weve noted week after week this year why we thought stocks would likely rally and fortunately thats what weve seen happen. The S&P 500 is up more than 27% in 2024, which would go down as the best election year return ever, and it has made 56 new all-time highs, among the most ever as well. Stocks are looking at back-to-back 20% gains for the first time since the late 1990s, bringing many to worry this bull market could be about to end.
Wealthfront
DECEMBER 12, 2024
Each year, commentators and pundits try to forecast what financial markets will do in the future. And each year, many of those predictions are wrong. In this post, well look at three market predictions from the pundits that didnt come true in 2024. Well also share some perspective about what those failed predictions mean for […] The post What Market Pundits Got Wrong About 2024 appeared first on Wealthfront Blog.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Steve Sanduski
DECEMBER 10, 2024
Guest: Nikolee Turner , MEd, MBA, Managing Director, Business Consultant, Advisor Services at Charles Schwab. In a nutshell: There’s an old saying that a good deal makes both sides unhappy. But, by some estimates, as many as half of the RIA owners who have sold their firms recently have reported seller’s remorse. And in an M&A transaction, you can bet that if something isn’t sitting right with the seller, there are probably a significant number of RIA buyers who are struggl
Wealth Management
DECEMBER 11, 2024
The firms new report finds there is unmet demand among financial advisors for ETFs with alternative investment strategies.
Calculated Risk
DECEMBER 12, 2024
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: No major economic releases scheduled.
Midstream Marketing
DECEMBER 7, 2024
Key Highlights Use AI insights to understand and meet the preferences of each prospect and client. Improve client engagement while staying fully compliant with strong and integrated tools. Get better marketing ROI by using data insights and smooth automation processes. Explore a wide range of content from trusted publishers around the world. Introduction In todays world, financial advisors need good tools for marketing automation to do well.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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