Nerd's Eye View

JULY 25, 2022

And so, as we enter the second half of the year, we want to give all of you, our Readers and Members, an update on what we’re doing to continue to serve and support the advisor community through a challenging year, and some of the new enhancements you’ll see from us in the months to come. Read More.

Education 174

Education Financial Planning Estate Planning CFP 174

WiserAdvisor

APRIL 12, 2024

The time and attention they can dedicate to each client is a significant contributor to their effectiveness. As such, determining the optimal financial advisor-to-client ratio is crucial for ensuring that advisors can devote sufficient resources to understand, strategize, and support their clients effectively.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Fortune Financial

MARCH 5, 2024

Whether you’re just starting your entrepreneurial journey or are seeking ways to strengthen your business’s financial footing, understanding the multifaceted advantages of a 401k plan is crucial. A 401k plan is a vital benefit and statement of your company’s values and commitment to its team.

Retirement Planning 52

Retirement Planning Financial Advisor Retirement Taxes 52

Steve Feinberg

DECEMBER 22, 2023

Whether you are a photographer, graphic designer, or writer, understanding the financial landscape of your business can help you overcome the challenges that come with running a creative enterprise. As a creative professional, the best way to decide on your business goals is to start by defining what success looks like to you.

Taxes 52

Taxes Accounting Budgeting Management 52

Indigo Marketing Agency

MARCH 17, 2023

As a financial advisor, you provide valuable guidance to each of your clients. But who provides you with advice on building your business? Financial advisor coaches can work with you on following the best practices to grow your brand and connect with more clients. What Is Financial Advisor Coaching?

Financial Advisor 52

Financial Advisor Management Clients Sales 52

The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. I found this conversation to be absolutely not only insightful and informative but also delightful and I think you will also. RITHOLTZ: It’s great to have you.

Management 213

Management Investing Investments Assets 213

The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. a year, way over both.

Valuation 130

Valuation Investing Investments Assets 130

Steve Feinberg

OCTOBER 14, 2022

Cost overruns in construction projects are exactly what they sound like: You meticulously considered the project, offered a detailed bid, spent time, resources, and capital to complete the work to code and client satisfaction—only to have spent 30% more than you initially planned to when the job is finished.

Management 89

Management Budgeting Communication Accounting 89

Steve Feinberg

OCTOBER 14, 2022

Cost overruns in construction projects are exactly what they sound like: You meticulously considered the project, offered a detailed bid, spent time, resources, and capital to complete the work to code and client satisfaction—only to have spent 30% more than you initially planned to when the job is finished.

Management 87

Management Budgeting Communication Accounting 87

Diamond Consultants

DECEMBER 5, 2023

And we’ve all heard the saying: The devil you know is better than the devil you don’t. Consider these seven… Business growth slows or levels off Advisors who feel they are operating in an environment that is bureaucratic and managed to the lowest common denominator often find that the growth of their business is negatively impacted.

Compliance 52

Compliance Clients Retirement Recruitment 52

Harness Wealth

JUNE 1, 2023

In this article, we’ll break down the impacts that professional financial planning can have on investment performance, and help you understand how to determine if working with a financial advisor is right for you. Yet, some individuals might be skeptical about the cost of these services.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Steve Sanduski

JANUARY 30, 2023

Are you avoiding making tough decisions? When you choose to embrace tough decisions rather than avoid them, you set yourself and your business on a new trajectory of growth. Not firing someone who needs to go. There’s someone on your team who shouldn’t be there. Look, I’ve fired people and I’ve been fired.

Clients 52

Clients Distribution Communication Management 52

Harness Wealth

OCTOBER 5, 2023

From quarterly estimated tax planning to equity compensation and crypto tax planning, diversifying your service offerings can not only set you apart from the competition, it can also help you significantly grow your revenue and retain clients. Expand too slowly, and you might feel that effort has been wasted.

Taxes 59

Taxes Tax Planning Accounting Clients 59

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He is the person who essentially stood up the LBO department at Goldman Sachs when essentially there were half a dozen or so private equity firms in the country. What made you pursue that?

Investing 257

Investing Investments Numbers Banking 257

Diamond Consultants

OCTOBER 10, 2023

For example, a wirehouse advisor who typically grows 5% per year could expect a similar growth rate if they moved to a competing W-2 firm. As a business owner, it’s up to you to decide the level of growth that is meaningful—and what your independent alpha must be to feel confident about making the move.

Math 52

Math Recruitment Consulting Clients 52

eMoney Advisor

MAY 24, 2023

Research shows that employees who agree that their organizational culture is positive are more likely to be highly engaged (84 percent) than those who do not agree (22 percent). Add instant messaging to facilitate quick and informal communication among team members.

Communication 52

Communication Consulting Education Taxes 52

The Big Picture

SEPTEMBER 19, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Thank you for having me. First, you, you have a degree in French.

Assets 141

Assets Management Portfolio Investing 141

Carson Wealth

OCTOBER 28, 2022

The transition from entrepreneur to investor can be a bumpy road, especially if you stumble over some common missteps. . Avoid these common mistakes made by entrepreneurs who are transitioning to investing. . Their goal is to get you watching and to elicit an emotional response; don’t fall into this trap. . You don’t .

Communication 52

Communication Asset Allocation Investing Investments 52

Indigo Marketing Agency

OCTOBER 3, 2023

But what if you’re looking to retain the older generation AND engage with their children…you know, those intergenerational relationships? The fact is, whether you’re looking to expand your financial services business or preserve assets for years to come, you need to be able to effectively relate and communicate with the younger generation.

Wealth Management 52

Wealth Management Financial Advisor Clients Management 52

Mr. Money Mustache

SEPTEMBER 4, 2023

Whoa, have you seen what just happened to interest rates!? For most of the past two decades, Jerome’s team and their predecessors have kept the pedal to the metal, firing a highly combustible stream of easy money into the system in the form of near-zero rates. What are you two sheeple talking about? No, it’s the opposite!

Economy 118

Economy Banking Budgeting Economics 118

FMG

MARCH 4, 2024

Email marketing is still one of the most effective ways to reach your clients and prospects. According to Forrester , people are twice as likely to sign up for your email list as they are to interact with you on Facebook. 8 Steps to Writing a Financial Advisor Newsletter So you know a newsletter is important, but how do you write it?

Financial Advisor 52

Financial Advisor Clients Communication Marketing 52

Clever Girl Finance

FEBRUARY 12, 2024

There are so many benefits, even if you work remotely. Once you see all the great things about meeting with colleagues and others in your career field, you won’t want to miss out! Networking is all about connections — it’s the process of building personal and professional relationships that can help you in your career.

Communication 52

Communication Management Investing Investments 52

eMoney Advisor

DECEMBER 12, 2022

Our recent research 1 uncovered the top ways home offices are enabling advisors to do more planning and revealed that advisors who prioritize planning are seeing superior business and client outcomes. This is true among firms large and small, which shows the importance of having a strong foundation in technology for effective planning.

Planning 82

Planning Certified Financial Planner Financial Planning Education 82

Inside Information

APRIL 1, 2024

You may have read, in passing, that the Financial Services Institute—the broker-dealer lobbying organization—has filed a lawsuit in the U.S. against a revised Department of Labor rule that specifies who should be considered an independent contractor and who should be considered an employee under the Fair Labor Standards Act.

Compliance 40

Compliance Commission Sales Financial Services 40

Fortune Financial

JANUARY 11, 2024

Who would want to leave a company that takes care of its people? This education is vital for ensuring that employees fully understand and appreciate the range of benefits offered, which enhances their overall satisfaction and the effectiveness of the benefits program.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

The Big Picture

JULY 26, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. How do we find the best talent, put them in place running our investment companies and allow them to generate the sort of returns that you don’t really generate by just looking at a model?

Consulting 286

Consulting Management Numbers Investing 286

Good Financial Cents

JANUARY 18, 2023

From agents to underwriters, plenty of career paths can lead you to a lucrative position in the life insurance field. If you’re interested in a career in life insurance, here are 10 of the highest-paying life insurance jobs and some tips on finding positions in this field. With more than 2.8 Final Expense Agent.

Insurance 89

Insurance Consulting Commission Management 89

Indigo Marketing Agency

AUGUST 30, 2021

If you know me, you know I love creating videos. If you’re comfortable creating videos, I highly recommend you jump in front of a camera and commit to using them in your marketing. They’re effective and almost guaranteed to work. The right method for you will depend on your firm, style, budget, and preferences.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

DECEMBER 18, 2019

Which Is The Best Marketing Company For You? But which marketing companies for financial advisors will help you grow your assets under management (AUM) and which are a waste of money? Here are the top 10 financial services marketing companies you should work with in 2020. . It’s hard to know where to start. Twenty Over Ten.

Financial Advisor 52

Financial Advisor Compliance Marketing Marketing 52

The Big Picture

JUNE 7, 2023

Transcript after the jump… We have an amazing group to discuss what it’s like to launch a hedge fund in the current environment and some of the things you need to know about becoming an emerging manager. Birmingham Soccer League and Stadium, as well as an interest in a Pickle Ball team with Tom Brady. He acquired the U.K.

Management 267

Management Investing Investments Economics 267

The Big Picture

OCTOBER 24, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And I think you will also, with no further ado, my conversation with Morningstar’s, Marta Norton. So I was on the research team. NORTON: You would think, you would think.

Portfolio 130

Portfolio Management Assets Investing 130

Clever Girl Finance

OCTOBER 13, 2023

Are you fed up with the 9 to 5 grind? Do you need to earn some extra cash or find a job that fits around your daily commitments? Table of contents Who are night shift jobs suitable for? Can you work the night shift at Amazon? Articles related to working night shift jobs Find the best over night jobs options for you!

Healthcare 52

Healthcare Medical Media Communication 52

Indigo Marketing Agency

SEPTEMBER 9, 2020

Could you be making the following blogging mistakes? Are you interested in creating your own content? I come across financial advisors every day who are eager to write their own websites, articles, newsletters, and more. My goal is to share those mistakes with you today, along with some tips on how to avoid them.

Financial Advisor 52

Financial Advisor Retirement Clients Healthcare 52

The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Really a fascinating person who has seen the world from a unique perspective in multiple cities as an investor. And I think you will also. You begin in audit practice at KPMG.

Assets 286

Assets Clients Investing Investments 286

The Big Picture

DECEMBER 19, 2023

 You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. In fact, we had a conversation at an emerging manager’s panel back on at Bloomberg Invest earlier this year, and I thought you would be great for, for a master’s in business.

Healthcare 152

Healthcare Portfolio Management Investing 152

AdvisorPR

MAY 20, 2020

To generate exposure and establish your trust and credibility, you need to think bigger. Now, you have to take your message to the virtual streets to improve your chances of being seen and heard by your ideal prospects. It needs to be a reflection of who you are as a company, service provider and advisor.

Media 52

Media Communication Clients Investing 52

Clever Girl Finance

AUGUST 2, 2023

Are you considering starting a side hustle? Perhaps you imagine quitting your job one day to take your business full-time, or maybe you just need to make a little extra money in your spare time. When launching a successful side hustle, there are several foundational things you should have in place.

Business Planning 94

Business Planning Planning Food Budgeting 94