Nerd's Eye View

FEBRUARY 18, 2025

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.

Financial Planning 147

Financial Planning Clients Planning Wealth Advisor 147

Nerd's Eye View

JULY 8, 2025

million to more than $10 million in 2025 alone) thanks in part by attracting clients who have engaged with his educational YouTube videos. What's unique about James, though, is how his firm has experienced massive growth (expecting to grow its revenue from $4.6

Education 130

Education Clients Financial Advisor Assets 130

Calculated Risk

APRIL 8, 2025

Over the month, commercial planning declined 7.8% while institutional planning fell 5.0%. Increased uncertainty around material prices and fiscal policies may have begun to factor into planning decisions throughout March , stated Sarah Martin, associate director of forecasting at Dodge Construction Network.

Healthcare 221

Healthcare Planning Education Retail 221

Nerd's Eye View

MARCH 10, 2025

These services may range from 'standard' offerings like retirement planning to less traditional areas like credit card consulting. While advisors may make educated guesses about client preferences, this approach has its limits.

Clients 246

Clients Financial Advice Retirement Planning Financial Services 246

Calculated Risk

JANUARY 8, 2025

Over the month, commercial planning increased 14.2% while institutional planning improved 2.5%. Commercial activity rebounded strongly in December, thanks to a re-acceleration in data center and warehouse planning activity, stated Sarah Martin, associate director of forecasting at Dodge Construction Network. in December to 212.0

Healthcare 179

Healthcare Education Planning Economics 179

Wealth Management

JULY 15, 2025

True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B has acquired a team in Hawaii overseeing $430 million in client assets.

Planning 154

Planning Wealth Management Estate Planning Clients 154

Wealth Management

JUNE 23, 2025

Digital asset adoption is advancing rapidly among investors who are self-educated and actively involved—but that doesn’t mean they want to go it alone,” said Jean-Marie Mognetti, CEO of CoinShares, in a statement. Sub-HNW investors were significantly more likely to plan a near-term investment, at 36%.

Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

International College of Financial Planning

NOVEMBER 18, 2024

My education had been in engineering, and I spent over two decades working in technical IT roles. It wasn’t just about numbers; it was about making smart decisions and planning for the future. I reached out to an advisory service, and they helped me create my first financial plan. At 46, I found myself at a turning point.

Education 52

Education Financial Planning Management Planning 52

Nerd's Eye View

JULY 11, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, (..)

Financial Planner 173

Financial Planner Engineering Clients Taxes 173

Wealth Management

JUNE 17, 2025

RIAs can create a potential client stream if they commit to a 401(k) channel that includes participant education and touchpoints, said panelists at Wealth Management EDGE last week.

Retirement Planning 186

Retirement Planning Retirement Wealth Management Planning 186

The Big Picture

MARCH 31, 2025

But the way this sell-off feels, and especially how sentiment measures from consumers and CFOs are running on future spending plans and CapEx plans, implies the market is fearing something wicked this way comes. Any interpretation is more art than science, so take this with a grain of salt. I hope this take is wrong.

Taxes 297

Taxes Economics Education Planning 297

Nerd's Eye View

MAY 19, 2025

While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. The first category focuses on building financial plans and helps advisors refine their decision-making skills, work through case studies, and develop confidence in crafting comprehensive financial plans.

Financial Planning 147

Financial Planning Communication Certification Clients 147

Yardley Wealth Management

NOVEMBER 12, 2024

The post Securing Your Legacy: Financial Planning Tips for Your Children’s Future appeared first on Yardley Wealth Management, LLC. Securing Your Legacy: Financial Planning Tips for Your Children’s Future Introduction As parents, one of our greatest goals is to ensure our children’s future financial well-being.

Financial Planning 52

Financial Planning Planning Estate Planning Education 52

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Financial Planner 190

Financial Planner Clients Financial Advice Numbers 190

NAIFA Advisor Today

NOVEMBER 15, 2024

Raised in Orland Park, Illinois, Colin’s values were shaped by a family deeply committed to service and education. This blend of education and finance set a solid example for Colin, who now brings elements of both worlds into his work, valuing both knowledge and community-focused financial planning.

Financial Services 98

Financial Services Education Financial Planning Planning 98

Nerd's Eye View

MAY 16, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.

Financial Planner 239

Financial Planner Financial Advice Education Taxes 239

Harness Wealth

NOVEMBER 12, 2024

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Abnormal Returns

JULY 14, 2025

Podcasts Michael Kitces talks with James Conole, founder of Root Financial, about attracting clients who have engaged with his educational YouTube videos. thinkadvisor.com) Most 401(k) plans could use an upgrade. (fa-mag.com) kitces.com) Michael Batnick talks tech overload with Kyle Van Pelt, CEO of MileMarker.

Wealth Management 147

Wealth Management Financial Planner Valuation Communication 147

Abnormal Returns

MAY 21, 2025

humbledollar.com) Who gets the education tax credit? nytimes.com) Personal finance 11 financial things to do in your 40s, including 'Doing an estate plan check up.' (theguardian.com) Children Three important money lessons for children. humbledollar.com) How to get money to children before they have earned income.

Estate Planning 162

Estate Planning Financial Services Education Retirement 162

WiserAdvisor

JUNE 4, 2025

The financial planning industry is constantly undergoing change. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. They would also want to plan how and when to withdraw funds since different accounts come with different tax implications.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

Trade Brains

JUNE 30, 2025

Estimating your Education Loan EMIs quickly and accurately is a crucial step when planning to study abroad. Here’s how you can estimate your Abroad Education Loan EMIs in minutes, and why doing so matters. Why Estimating Your Education Loan EMIs Matters? Why Estimating Your Education Loan EMIs Matters?

Education 52

Education Budgeting Planning Banking 52

MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. For 2024, the IRS has increased contribution limits: – 401(k), 403(b), and most 457 plans: You can contribute up to $23,000. However, dedicating a few moments now can lead to significant savings come tax season.

Taxes 98

Taxes Medical Education Retirement 98

Nerd's Eye View

JUNE 12, 2025

As a result, when advisors are tasked with (re-)educating clients about the potential consequences of financial decisions, there may be a disconnect between potential risk and what a client actually experiences. So how can advisors help clients understand dangers they haven't personally encountered? a tax bill or refund).

Financial Planner 130

Financial Planner Clients Tax Planning Planning 130

Nerd's Eye View

APRIL 29, 2025

In this episode, we talk in-depth about how Gideon shaped his firm's staffing to have a higher ratio of advisors to operations staff to serve clients on the Wealth Builder side (given the often extensive planning needs of mid-career professionals) compared to the firm's retired clients (whose plans often stay relatively stable but who need regular (..)

Clients 130

Clients Financial Advisor Planning Assets 130

Nerd's Eye View

JULY 22, 2025

In this episode, we talk in-depth about how Dan sees the first meeting with a potential COI partner as an opportunity for a financial advisor to explain their value proposition and to learn how the COI serves their clients (in part to understand whether the COI provides service at a similarly high level as the advisor), why Dan finds that (given the (..)

Clients 130

Clients Financial Advisor Education Planning 130

Carson Wealth

JANUARY 8, 2025

Knowledge and Personalized Planning Financial advisors can bring a wealth of knowledge from extensive education and experience, helping enable them to craft tailored strategies that align with your unique financial goals. This personalized approach can help you make financial decisions that are well-informed and strategically sound.

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

Calculated Risk

MAY 7, 2025

Over the month, commercial planning grew 3.3% while institutional planning fell 4.2%. Despite an uptick in April, the bulk of the DMIs growth was driven by a surge in data center planning, while momentum in other nonresidential sectors lagged behind , stated Sarah Martin, associate director of forecasting at Dodge Construction Network.

Healthcare 147

Healthcare Planning Education Retail 147

Advisor Perspectives

JUNE 16, 2025

A 529 plan can play a strategic role in estate planning, especially for families looking to reduce taxes while saving for education. Contributions to a 529 plan may be excluded from your taxable estate, potentially lowering future estate tax liability.

Estate Planning 75

Estate Planning Planning Taxes Education 75

Abnormal Returns

MAY 28, 2025

podcast.moneywithkatie.com) Brendan Frazier talks retirement planning with Dan Haylett. thewaiterspad.com) Financial education is working. (ritholtz.com) Katie Gatti Tassin talks with JL Collins, author of the revised edition of "The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life."

Retirement Planning 147

Retirement Planning Retirement Education Numbers 147

Nerd's Eye View

JULY 23, 2025

In this article, Sydney Squires, Senior Financial Planning Nerd, describes how early-career advisors can reframe their mindset around not knowing an answer on the spot and see moments of uncertainty not as threats, but as meaningful opportunities to build trust and demonstrate maturity.

Clients 130

Clients Financial Advisor Communication Education 130

Nerd's Eye View

OCTOBER 28, 2024

continuing education) and often held a space for the vendors who served those advisors, with organizations like the Financial Planning Association convening the largest conferences for financial advisors.

Financial Advisor 147

Financial Advisor Tax Planning Financial Planning Planning 147

Tobias Financial

DECEMBER 20, 2024

We are proud to announce that Tobias Financial Advisors has been recognized as one of the Best RIAs (Registered Investment Adviser) to Work For by Financial Planning! We provide ample opportunities for learning and growth, including mentoring and support for continuing education, ensuring our team is equipped to succeed.

Financial Planning 52

Financial Planning Planning Financial Advisor CFP 52

Wealth Management

JULY 1, 2025

Choreo partners with CPAs in four ways: sharing real estate, sharing revenue, providing education to the CPA firm’s employees and giving them an equity stake in the RIA. That includes RSM, Cherry Bekaert Wealth Management , GreerWalker Wealth and the wealth management business of BDO USA.

Wealth Management 179

Wealth Management Estate Planning Planning Clients 179

Nerd's Eye View

JUNE 17, 2025

In this episode, we talk in-depth about how David's weekly market commentaries (which he has written since 2008 and draws 15,000 weekly viewers across blog, podcast, and video formats) familiarize readers with his firm's investment approach and put it top-of-mind when they are ready to seek out a financial advisor, how David has written multiple books (..)

Clients 162

Clients Financial Advisor Assets Financial Services 162

Carson Wealth

JANUARY 23, 2025

Enter bucketing, a powerful strategy that helps simplify your financial planning by categorizing your assets into three time-based buckets: today, tomorrow, and the future. By dividing your investments into these three buckets, you help create a clear plan for how and when your money will be used. What Is Bucketing?

Financial Planning 52

Financial Planning Planning Risk Tolerance Retirement 52

Midstream Marketing

DECEMBER 26, 2024

Essential for Client Communication and Education Effective communication with clients is key to a successful financial professional’s work. This platform gets this and offers tools to improve client engagement and education. This library allows them to share educational materials on various financial subjects.

Marketing 52

Marketing Marketing Communication Advertising 52

Midstream Marketing

DECEMBER 6, 2024

Explore how to reach potential clients by using educational content and CRM systems. This focused approach is key for a successful digital marketing plan. Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning.

Marketing 52

Marketing Marketing Media Engineering 52