Nerd's Eye View

MARCH 21, 2023

Welcome back to the 325th episode of the Financial Advisor Success Podcast ! Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.

Financial Advice 245

Financial Advice Financial Advisor Financial Planning Insurance 245

A Wealth of Common Sense

SEPTEMBER 21, 2022

Kanye West went on CNBC last week to discuss why he terminated his contract with the Gap: We’re only getting one side of the story here so it’s difficult to tell exactly what caused the rift here but Kanye is sure there is only one person who could have fixed the struggling retailer. ” He was referring to himself, of course.

Financial Advice 122

Financial Advice Retail 122

Conneqtor

FEBRUARY 16, 2022

How do you go about improving financial advice? As financial advisors, we are trained, mind you, in a traditional methodology that doesn’t speak to reason. You don’t have to ask for personal information on your first call with your client.

Financial Advice 52

Financial Advice Financial Advisor Clients 52

Wealth Management

FEBRUARY 13, 2023

After all, 300 years of investing advice has basically given the same guidance.

Financial Advice 101

Financial Advice Investing Investments 101

The Reformed Broker

FEBRUARY 26, 2023

He’s in his early twenties and knows less than nothing about stocks, bonds, mutual funds, investing, the economy, financial advice or anything else germane to the profession. Act I Our hero Josh Brown spends a decade working at a succession of third-tier brokerage firms on Long Island and in New York City.

Financial Advice 288

Financial Advice Economy Investing Investments 288

Nerd's Eye View

MARCH 27, 2023

Accordingly, promoting the brand of the CFP marks to the public can be a good way for advisors to boost their own personal brands in the minds of consumers, and at the same time serve to promote recognition of CFP certification more broadly as a sign of high-quality financial advice (and supporting CFP Board’s own publicity efforts).

CFP 244

CFP Clients Financial Advice Marketing 244

Advisor Perspectives

APRIL 24, 2023

How can advisors ensure that clients will keep their assets with you?

Financial Advice 52

Financial Advice Assets Clients 52

The Reformed Broker

APRIL 21, 2023

This week, Michael Batnick, Ben Carlson, Ric Edelman, and Downtown Josh Brown discuss regulators vs Bitcoin, advice for financial advisors looking to get in the content game, the 2023 banking crisis, the new 60/40, exponential technology, how AI will impact financial advice, longevity, and much more!

Financial Advisor 198

Financial Advisor Financial Advice Banking Marketing 198

Wealth Management

MAY 17, 2023

Peter Stanton, CEO of Advisor Credit Exchange, explains.

Financial Advice 59

Financial Advice 59

Nerd's Eye View

MAY 15, 2023

But despite this history of technological advances actually benefiting the financial advisory industry, the emergence of powerful Artificial Intelligence (AI) systems, such as ChatGPT, has raised fresh questions about the future of human-provided financial advice.

Financial Advisor 222

Financial Advisor Financial Advice Financial Planning Clients 222

Abnormal Returns

APRIL 12, 2023

open.spotify.com) Christine Benz and Jeff Ptak talk with James Choi about personal financial advice and the importance of defaults. Podcasts Morgan Housel talks about the importance of 'playing your own game.' morningstar.com) Wealth Baby Boomers control a majority of American wealthy, but it's concentrated in a minority.

Financial Advisor 246

Financial Advisor Retirement Financial Advice Insurance 246

Nerd's Eye View

MARCH 23, 2023

Offering financial advice can mean many things for different financial advisors, and there are many reasons that advisors choose to join the planning profession.

Financial Advice 130

Financial Advice Financial Advisor Marketing Marketing 130

Wealth Management

MAY 25, 2023

Signature FD's Tim Maurer describes how he sees the lessons of life planning and qualitative financial advice being tactically implemented in advisor-client relationships.

Financial Advice 104

Financial Advice Clients Planning 104

Abnormal Returns

JANUARY 2, 2023

Podcasts Michael Kitces talks with Carl Richards about building a career in financial advice. kitces.com) Jamie Hopkins & Ana Trujillo Limón talk with Dave Yeske, CFP, founder and Managing Director of YeskeBuie about the role of emotions in financial planning. ft.com) How to talk to adult children about inheritances.

Distribution 130

Distribution CFP Financial Advice Financial Planning 130

Nerd's Eye View

JANUARY 20, 2023

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 (..)

Financial Planner 181

Financial Planner Financial Advice Taxes Financial Planning 181

Abnormal Returns

NOVEMBER 7, 2022

standarddeviationspod.com) Compliance Jason Zweig, "In 30 years of writing about the financial-advice industry, I never learned that advisers can provide less-comprehensive disclosures than stockbrokers." (kitces.com) Daniel Crosby talks with Kurt Brown, CEO and CIO, of TownSquare Capital.

Wealth Management 279

Wealth Management Financial Advice Compliance Taxes 279

Abnormal Returns

NOVEMBER 30, 2022

Podcasts Kenny Malone and Greg Rosalsky talk with Yale economist James Choi about his paper "Popular Personal Financial Advice Versus The Professors." npr.org) Michael Klein talks with Laura Gee at Tufts University about the state of charitable giving in the U.S. nytimes.com) Why you should talk to your parents about their money.

Financial Advice 246

Financial Advice Retirement Insurance 246

The Big Picture

AUGUST 31, 2022

It Should Be Easy to Get Affordable Financial Advice: Ritholtz. A further discussion of last week’s Tales from the Dark Side. Source: Bloomberg , August 30th, 2022. Previously : Tales from the Dark Side (August 26, 2022). The post Video: Tales from the Dark Side appeared first on The Big Picture.

Financial Advice 162

Financial Advice Investing Investments Media 162

Nerd's Eye View

DECEMBER 1, 2022

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

Planning 208

Planning Financial Advice Financial Planning Financial Advisor 208

Nerd's Eye View

DECEMBER 6, 2022

Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Financial Advisor 130

Financial Advisor Clients Financial Advice Consulting 130

Abnormal Returns

MAY 22, 2023

thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? riaintel.com) CI Wealth The stock market did not react well to CI Financial's financial engineering. Come meet the team in Austin on June 12-14th.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Financial Advice 130

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it. Read More.

Clients 159

Clients Financial Advice CFP Financial Planning 159

Nerd's Eye View

SEPTEMBER 21, 2022

There are many financial advisors who take issue with the financial advice offered by popular personal finance personalities such as Dave Ramsey.

Financial Planning 232

Financial Planning Planning Financial Advice Financial Advisor 232

Advisor Perspectives

MAY 15, 2023

Discover why financial advice during retirement planning is crucial with Harold Evensky. When planning for retirement, taking even the smallest risk can be life changing.

Retirement Planning 105

Retirement Planning Financial Advice Retirement Planning 105

Nerd's Eye View

DECEMBER 26, 2022

Thanks again for the opportunity to serve you in 2022, and I’m excited to share more soon about some new initiatives we’re planning to do to support the Financial Advicer community even more in 2023 and beyond! In the meantime, I hope you're having a safe and happy holiday season. Read More.

Financial Advisor 173

Financial Advisor Financial Advice Estate Planning Planning 173

Nerd's Eye View

AUGUST 15, 2022

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it. Read More.

Clients 146

Clients Financial Advice CFP Financial Planning 146

Abnormal Returns

OCTOBER 19, 2022

theguardian.com) Personal finance Helpful personal financial advice should not make you feel bad about yourself. awealthofcommonsense.com) Financial planning makes possibilities tangible. (npr.org) Pets Don't underestimate the costs of taking care of a dog. flowfp.com) How our perceptions of time and money change as we age.

Financial Advice 147

Financial Advice Financial Planning Investing Investments 147

Advisor Perspectives

FEBRUARY 15, 2023

In failing to hold all those who provide financial advice to a comprehensive fiduciary standard, the SEC enacted Reg BI to enforce a “best interest” standard. Do your clients understand what that means and its implications?

Clients 111

Clients Financial Advice 111

Abnormal Returns

MARCH 6, 2023

investmentnews.com) The latest in adviser fintech news including a look at how ChatGPT will affect the provision of financial advice. fa-mag.com) Vanguard is closing its UK financial planning unit. (investmentnews.com) AI When is AI going to make it to advisers' desks?

CFP 147

CFP Wealth Management Financial Advice Compliance 147

Abnormal Returns

NOVEMBER 28, 2022

Podcasts Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. morningstar.com) Douglas Blake, Managing Director of Investment Services at Kingswood U.S., talks with Joshua Brown about the future of the advisor conference.

Wealth Management 130

Wealth Management Financial Advice Financial Planning Medical 130

Nerd's Eye View

OCTOBER 6, 2022

When it comes to politically charged discussions, financial advisors generally try to stay neutral and focus on providing clients with objective financial advice.

Clients 179

Clients Financial Advisor Financial Advice Financial Planning 179

Wealth Management

DECEMBER 6, 2022

One technology exec argues that the human elements of financial advice will never be digitized; another says most of the job will eventually be fully automated.

Financial Advice 111

Financial Advice 111

The Big Picture

SEPTEMBER 10, 2022

She believes that financial advice needs to be frictionless — investors should be able to access everything where ever they are. She leads the investments organization for Citi Global Wealth in North America. Her focus includes investments as well as the technology and platform as digitalization takes over.

Financial Advice 189

Financial Advice Investing Investments Assets 189

Nerd's Eye View

MAY 8, 2023

Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. Besides the fact that many financial advisors don’t hold the necessary credentials (e.g.,

Taxes 222

Taxes Financial Advisor Financial Planning Financial Advice 222

Nerd's Eye View

MARCH 24, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the CFP Board of Standards launched its 1st ad campaign, dubbed "It’s Gotta Be A CFP", following its transition to a 501(c)(6) organization.

Financial Planner 174

Financial Planner CFP Retirement Retirement Planning 174

Nerd's Eye View

SEPTEMBER 8, 2022

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client.

Financial Planner 149

Financial Planner Financial Advisor Financial Advice Financial Planning 149

Abnormal Returns

JANUARY 16, 2023

riabiz.com) Why the business of financial advice is never going out of style. fa-mag.com) Higher mortgage rates make dispassionate advice from financial advisers more relevant. (thinkadvisor.com) The biz The M&A has shifted in 2023 with a focus on firms with alts capacity.

Wealth Advisor 130

Wealth Advisor Financial Advisor Financial Advising Financial Advice 130