Nerd's Eye View

DECEMBER 12, 2023

Welcome back to the 363rd episode of the Financial Advisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households. Read More.

Financial Advisor 242

Financial Advisor Fee Only Financial Guidance Insurance 242

WiserAdvisor

AUGUST 18, 2023

When it comes to personal finance, the guidance of a financial advisor can help you in more ways than one. These experts have the necessary financial knowledge and expertise to help you make informed decisions about your money, investments, and future financial security. Financial advisors charge a fee for their services.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

XY Planning Network

DECEMBER 18, 2023

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

Financial Advisor 98

Financial Advisor Compliance Clients Marketing 98

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. This fee covers not only investment management, but also financial planning.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

WiserAdvisor

AUGUST 3, 2023

While many individuals choose to navigate their financial journey independently, seeking the guidance of a professional financial advisor can offer unique advantages that may prove invaluable in the long run. One common aspect that most individuals consider is the cost associated with engaging a financial advisor.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

Nerd's Eye View

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mindy Crary. Read More.

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Between 0.5%

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

XY Planning Network

JANUARY 22, 2024

So how does a fee-only financial advisor (who probably prefers financial planning to marketing) go about creating and implementing higher-impact RIA marketing strategies?

Financial Planning 83

Financial Planning Fee Only Planning Engineering 83

Sara Grillo

JULY 10, 2023

Financial advisors are skeptical that you can actually get leads from social media. Today we’ll be talking to Thomas Kopelman , co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from financial advisor social media look like a piece of cake! And now onto the blog!

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

XY Planning Network

MAY 8, 2023

Sometimes that one word has the power to make financial advisors break out in a sweat. Many advisors—especially those who haven't managed their own compliance previously—can feel like it's the "monster in the closet." Let's talk compliance. But it doesn't need to be!

Compliance 75

Compliance Financial Advisor Management CFP 75

XY Planning Network

JULY 25, 2022

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

Fee Only 71

Fee Only Financial Advice Clients Financial Planning 71

Nerd's Eye View

OCTOBER 24, 2023

Welcome to the 356th episode of the Financial Advisor Success Podcast ! Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. Welcome everyone! Read More.

Financial Advisor 195

Financial Advisor Financial Planning Planning Fee Only 195

Indigo Marketing Agency

JANUARY 4, 2022

What makes a good financial advisor website? We’ve worked with thousands of advisors across the country. And after analyzing data for our 30 top-performing websites, we discovered each advisor had 12 web pages in common. Fee-Only Web Page Financial advisors know a lot of jargon.

Financial Advisor 59

Financial Advisor Fee Only Financial Planning Clients 59

Carson Wealth

AUGUST 28, 2022

Financial advisors provide financial planning or investment guidance to clients. Financial advisors may work for themselves, with small firms or large organizations. They generally provide advice to help their clients pursue their financial goals. . How Financial Advisors Get Paid .

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

XY Planning Network

FEBRUARY 5, 2024

Hey there, RIA owners! Ready to kick your sales strategy up a notch? Whether you're a seasoned pro or considering diving into entrepreneurship, we have 30 actionable tips to help you convert your prospects into clients!

Sales 95

Sales Financial Advisor Clients Fee Only 95

XY Planning Network

JUNE 19, 2023

If you're interested in gathering Pro Tips covering everything from automations to marketing to business strategies geared toward financial advisors, join XYVA+’s monthly Office Hours on the second Monday of every month at 10 AM MST.

Financial Advisor 79

Financial Advisor Marketing Marketing Clients 79

Tobias Financial

AUGUST 9, 2023

In a recent MarketWatch article, our CEO Marianela Collado, CPA/PFS, CFP®, CDS® offered her insights on whether or not you should hire a financial advisor and how to find the right advisor for your needs. Without sufficient knowledge and diversification, investing can resemble gambling rather than a strategic plan.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Strategic Planning Financial Planner 52

Nerd's Eye View

FEBRUARY 16, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a study from Cerulli Associates indicates a lack of fee transparency represents a significant hurdle for many investors when considering working with a financial advisor.

Financial Planner 223

Financial Planner Fee Only Compliance CFP 223

International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Tobias Financial

FEBRUARY 2, 2023

Tobias Financial Advisors is pleased to announce that our Wealth Advisor Franklin “Franko” Gay serves on the NAPFA board in the Symposium – Simulcast Coordinator role.

Financial Advisor 52

Financial Advisor Fee Only Wealth Advisor Education 52

Sara Grillo

OCTOBER 10, 2022

In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. I am a CFA® charterholder and I used to be a financial advisor. Providing financial plans vs. canned financial plans with a sales agenda. Fee-only vs. fee-based.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planning Fee Only 52

XY Planning Network

DECEMBER 19, 2022

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. 5 MIN READ. As 2022 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

Financial Advisor 73

Financial Advisor Fee Only Financial Planner Financial Planning 73

Nerd's Eye View

SEPTEMBER 19, 2023

Welcome back to the 351st episode of the Financial Advisor Success Podcast ! Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms. Read More.

Financial Advisor 165

Financial Advisor Fee Only Sales Wealth Management 165

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

FMG

AUGUST 4, 2022

It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results. It only takes visitors 50 milliseconds to form an opinion – so make it count. The post Financial Advisor Website Showcase: New Lantern Advisors appeared first on FMG Suite.

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

XY Planning Network

JUNE 19, 2023

If you're interested in gathering Pro Tips covering everything from automations to marketing to business strategies geared toward financial advisors, join XYVA+’s monthly Office Hours on the second Monday of every month at 10 AM MST.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

International College of Financial Planning

SEPTEMBER 3, 2021

After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Many times, it happens that the idea of choosing a financial advisor fills you with fear and dread. How to Compensate Financial Advisors?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Nerd's Eye View

FEBRUARY 6, 2024

Welcome to the 371st episode of the Financial Advisor Success Podcast ! David is the Co-Founder and CEO of Element Pointe Family Office, a Fee-Only RIA based in Miami, Florida that oversees almost $1.6 Welcome everyone! My guest on today's podcast is David Savir. Read More.

Financial Advisor 130

Financial Advisor Fee Only Clients Planning 130

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 232

Financial Planner Management Planning Financial Advisor 232

Sara Grillo

APRIL 25, 2022

If I were a financial advisor wanting to grow my business, I would do it weird as hell. This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Sara Grillo

OCTOBER 21, 2022

For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

Insurance 98

Insurance Fee Only Financial Planner Financial Advisor 98

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly.

Clients 221

Clients Fee Only Advertising Planning 221

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly.

Fee Only 213

Fee Only Portfolio Clients Advertising 213

Sara Grillo

JULY 18, 2022

I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” If you are a new advisor or are looking to get into the industry, listen to the story of Jon Luskin. I am a CFA® charterholder and I used to be a financial advisor.

Financial Advisor 52

Financial Advisor Recruitment Insurance Financial Planning 52

XY Planning Network

JANUARY 29, 2024

And since keeping clean books that can survive any audit threat is our specialty, we’ve collected the most common 1099 questions fee-only advisors have had for us.

Fee Only 83

Fee Only Taxes Financial Advisor 83