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 245

Financial Advisor Financial Planning Planning Clients 245

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Clients 246

Clients Fee Only Planning Advertising 246

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Fee Only 246

Fee Only Portfolio Clients Planning 246

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 98

Compliance Financial Advisor Management CFP 98

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 233

Financial Advisor Sales Fee Only Clients 233

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.

Compliance 93

Compliance Financial Advisor Investment Advisor Clients 93

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

WiserAdvisor

JULY 22, 2022

Hiring a financial advisor is beneficial in multiple ways. You get access to financial expertise and knowledge on investments and money management, a deeper understanding of how markets work, and how to create and deploy the right investment strategies to attain your goals. Keep reading to find out.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

Your Richest Life

MAY 20, 2025

When your financial future feels uncertain, it can cause significant money stress in your life. From shifting policies and trade tensions, to rising prices and inflation, many people are finding it difficult to manage their finances and plan for the future. There are advisors who work with people at all income levels and life stages.

Management 52

Management Certified Financial Planner Financial Planning Planning 52

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. This can include mutual funds, insurance policies, annuities, and other financial products. At Walkner Condon we use the assets under management (AUM) model.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 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 117

Financial Advisor Compliance Clients Marketing 117

The Chicago Financial Planner

AUGUST 24, 2021

I’d like to tell you that the problem emanates only from financial advisors who sell product, but sadly two former presidents of NAPFA, the country’s largest organization of fee-only advisors , were been implicated in fraud cases in recent years. Only invest in what you understand. FINANCIAL WRITING.

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

Yardley Wealth Management

MAY 30, 2023

The post What’s a Fiduciary & Fee-Only Advisor? appeared first on Yardley Wealth Management, LLC. What’s a Fiduciary & Fee-Only Advisor? A fiduciary and fee-only advisor is an expert who acts in your best interest and only charges a fee for their services.

Fee Only 52

Fee Only Risk Tolerance Ethics Retirement Planning 52

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. 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.

Clients 237

Clients Financial Advice Financial Planning Planning 237

Darrow Wealth Management

JUNE 14, 2023

Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential. What is sudden wealth?

Management 105

Management Wealth Management Wealth Advisor Taxes 105

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 101

Financial Advisor Fee Only Financial Planner Financial Planning 101

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. 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.

Clients 218

Clients Financial Advice Financial Planning Planning 218

Nerd's Eye View

MAY 21, 2024

Welcome to the 386th episode of the Financial Advisor Success Podcast ! Dann is a Managing Partner of Sincerus Advisory, an RIA based in New York City, that oversees approximately $165 million in assets under management for nearly 150 client households. Welcome everyone! My guest on today's podcast is Dann Ryan.

Clients 130

Clients Fee Only Financial Planning Financial Advisor 130

Nerd's Eye View

JUNE 4, 2024

Welcome to the 388th episode of the Financial Advisor Success Podcast ! Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. Welcome everyone! Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JUNE 4, 2024

Welcome to the 388th episode of the Financial Advisor Success Podcast ! Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. Welcome everyone! Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

XY Planning Network

APRIL 7, 2025

If you dont implement intentional time management and craft a strategic framework to help you prioritize organic growth without compromising client service, you may well find yourself neglecting the business development elements that are critical to investing in your firm's future.

Management 64

Management Clients Investing Investments 64

FMG

AUGUST 4, 2022

At the end of 2021, I “retired” after 33 years in the investment management industry, the last nearly 22 of them at Eaton Vance in Boston, where I served as a global equity portfolio manager and Director of Equity Strategy Implementation. How do you go about managing your social media? Modernize Your Website.

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

Nerd's Eye View

MAY 28, 2024

Welcome to the 387th episode of the Financial Advisor Success Podcast ! Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. Welcome everyone! Read More.

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

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 Financial Planner Fee Only Financial Advisor 98

Nerd's Eye View

MAY 28, 2024

Welcome to the 387th episode of the Financial Advisor Success Podcast ! Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. Welcome everyone!

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

XY Planning Network

APRIL 3, 2023

If it often feels as if your to-do list never ends with administrative tasks and compliance management, on top of your regular client meetings, you’re not alone! 3 MIN READ Raise your hand if you've ever wondered how you can boost your productivity and become more efficient. ?

Financial Advisor 96

Financial Advisor CFP Compliance Management 96

The Big Picture

SEPTEMBER 5, 2024

He is an extraordinary historian of Wall Street and the financial services industry : There are few people that have a better understanding of this industry than Josh. billion in fee only asset flows for the full year 2013; 37% of Morgan Stanley wealth management’s total client assets are now in fee based accounts a record high.

Wealth Management 228

Wealth Management Assets Fee Only Media 228

Nerd's Eye View

SEPTEMBER 3, 2024

Welcome to the 401st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Zack Hubbard. Read More.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Nerd's Eye View

SEPTEMBER 10, 2024

Welcome to the 402nd episode of the Financial Advisor Success Podcast! John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households. Welcome everyone! My guest on today's podcast is John Mason. Read More.

Financial Advisor 130

Financial Advisor Clients Fee Only Government 130

XY Planning Network

APRIL 22, 2024

Imagine a world where financial advisors can spend less time on tedious tasks and more time delivering personalized, high-value services to their clients. As powerful AI tools like ChatGPT, Google's Bard, and Microsoft's Bing AI continue to advance, advisors who embrace this technology stand to gain a significant competitive edge.

Wealth Management 113

Wealth Management Financial Advisor Management Clients 113

The Chicago Financial Planner

NOVEMBER 8, 2021

If you don’t have a financial plan in place, or if the last one you’ve done is old and outdated, this is a great time to review your situation and to get an up-to-date plan in place. Do it yourself if you’re comfortable or hire a fee-only financial advisor to help you. FINANCIAL WRITING. Maybe they’re right.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

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. We get paid based on a percentage of a client’s assets that we manage.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Nerd's Eye View

FEBRUARY 13, 2024

Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend. Read More.

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

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

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 Clients Fee Only Planning 130

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

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