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#FA Success Ep 346: Moving Procrastinating Clients To “Yes” Instead Of Selling As A Fee-Only Advisor, With Jim Ludwick

Nerd's Eye View

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. Read More.

Fee Only 231
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Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

MainStreet Financial Planning

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

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Moving Beyond “Fee-Only” by Building an “Advice-Only” Firm

XY Planning Network

As the business of financial advice continues to evolve, so too do the service models and compensation structures that advisors offer. 4 MIN READ.

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From Financial Advisor to Financial Advicer with Michael Kitces at XYPN LIVE 2023

XY Planning Network

MIN READ “ Make Financial Advicers better, and more successful! He has a unique knack for continuously learning, compiling his knowledge, and sharing it with everyone so that financial advising is more accessible for all. In short, Michael has a unique, education-centric approach to financial advice.

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Accelerating Growth By Marketing How Your Advisory Firm Is Different (Instead Of Better)

Nerd's Eye View

Consumers have a wide range of options when it comes to choosing a provider of financial advice, from larger wirehouses and asset managers to smaller Registered Investment Advisers (RIAs).

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Weekend Reading For Financial Planners (Jan 21-22)

Nerd's Eye View

Also in industry news this week: While the number of RIA M&A deals increased in 2022, the size of these deals declined, perhaps reflecting challenging market and economic headwinds A recent survey suggests that nearly half of financial advisory clients have changed advisors or have considered doing so since the start of the pandemic and that portfolio (..)

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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people. Read More.

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