Nerd's Eye View

JULY 19, 2022

Welcome back to the 290th episode of the Financial Advisor Success Podcast ! Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. Read More.

Financial Advisor 236

Financial Advisor Clients Financial Planning Insurance 236

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 246

Financial Advice Insurance Financial Advisor Financial Planning 246

Carson Wealth

FEBRUARY 27, 2024

By Erin Wood, CFP ® , Senior Vice President, Financial Planning and Advanced Solutions, Carson Group      Do I need a financial advisor? I may be biased, but I think almost everyone would benefit from some kind of advice for their money. Not that many years ago, if you wanted financial advice, your choices were limited.

Financial Advisor 52

Financial Advisor Financial Advice CFP Financial Planning 52

Nerd's Eye View

NOVEMBER 27, 2023

One of the main goals of financial advisors who market themselves is to build a foundation of trust with their prospective clients so that they feel comfortable in discussing often-sensitive financial topics and ultimately acting on the advisor's recommendations.

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Distribution Financial Advice Clients Financial Advisor 200

Sara Grillo

APRIL 19, 2024

One of the biggest fears that people have, when they are looking for a financial advisor, is this: “Is it truly impossible for an advisor to say wire themselves a few million dollars from a client’s account?” I’m not a lawyer – so please don’t interpret anything I say here as legal advice.

Financial Advisor 52

Financial Advisor Financial Advice Accounting Compliance 52

Sara Grillo

DECEMBER 11, 2023

There are a lot of people who consider their fees low but here’s a financial advisor who claims to be charging 60-80% lower fees than the “full-service” wealth management firms who are his competition. What does low fee financial advice actually look like, from the inside? Does he actually do this?

Financial Advisor 59

Financial Advisor Financial Advice Wealth Management Consulting 59

Sara Grillo

MARCH 8, 2024

Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. Why AI won’t replace human advisors (it’s just a supercharged Google search!). ?How Not so fast! ? Not so fast!

Financial Advice 52

Financial Advice Financial Advising Risk Tolerance Clients 52

FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. Previous research by Derek Tharp et al.

CFP 130

CFP Financial Advisor Ethics Certification 130

Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. Previous research by Derek Tharp et al.

CFP 130

CFP Financial Advisor Ethics Certification 130

Abnormal Returns

MARCH 13, 2024

morningstar.com) Should financial advice be gentle or authoritarian? tonyisola.com) The best financial advisor for you may not be local. (mr-stingy.com) How shipping offerings from Amazon, Target, and Walmart compare. wsj.com) Personal finance Higher interest rates have upended the mortgage paydown decision.

Financial Advice 264

Financial Advice Retirement Financial Advisor Financial Planning 264

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

DECEMBER 5, 2023

Reps with UBS' Athletes and Entertainers Group will provide “holistic” financial advice to prepare athletes for their post-NFL careers. Other firms with the designation include Goldman Sachs and Morgan Stanley.

Financial Advisor 109

Financial Advisor Financial Advice 109

Nerd's Eye View

JANUARY 2, 2024

Welcome to the 366th episode of the Financial Advisor Success Podcast ! Stevyn is founder of Grow Wellthy, a health and wellness consulting firm based in Springfield, Missouri that specializes in working with busy – but not always healthy – financial advisors. My guest on today's podcast is Stevyn Guinnip.

Financial Advisor 213

Financial Advisor Retirement Financial Advice Consulting 213

WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Don Connelly & Associates

JULY 10, 2023

There's never been a better time to build a financial advisory practice. More people than ever are clamoring for quality, objective financial advice to guide critical life decisions. It's also a very challenging time for newer financial advisors as the competition for quality prospects is fierce.

Financial Advisor 52

Financial Advisor Clients Financial Advice Sales 52

Don Connelly & Associates

JULY 10, 2023

There's never been a better time to build a financial advisory practice. More people than ever are clamoring for quality, objective financial advice to guide critical life decisions. It's also a very challenging time for newer financial advisors as the competition for quality prospects is fierce.

Financial Advisor 52

Financial Advisor Clients Financial Advice Sales 52

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 214

Financial Planner Financial Advice Financial Advisor Tax Planning 214

Abnormal Returns

DECEMBER 25, 2023

Podcasts Michael Kitces talks with Ted Jenkin who is the consultant of JTPD Partners, a firm that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice.

Financial Advising 251

Financial Advising Startup Financial Advice Commission 251

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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

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

International College of Financial Planning

DECEMBER 23, 2023

A financial advisor is a pivotal figure in the realm of investments and financial decision-making. These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

WiserAdvisor

FEBRUARY 21, 2023

If you wish to learn more about financial planning for elders, consider consulting with a professional financial advisor who can guide you on the same. Read below to understand how the elderly are vulnerable to being scammed financially, and how hiring a financial advisor could help protect them from fraud.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Nerd's Eye View

APRIL 16, 2024

Welcome back to the 381st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ashley Quamme. Read More.

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Clients Planning Financial Advisor Consulting 130

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. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

Financial Advisor 52

Financial Advisor Financial Advice Financial Planning Fee Only 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 Advice 204

Financial Advice Financial Advisor Banking Marketing 204

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

Conneqtor

OCTOBER 27, 2022

As I explained in part 1 of this email marketing for Financial Advisors series, email marketing is a powerful tool for those of us that want to attract, nurture, and bring on new clients in the financial advice game.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

Indigo Marketing Agency

AUGUST 23, 2023

These trendsetters now form the bulk of the global workforce, and as they ascend, they’re on the lookout for financial advisors who understand their evolving financial landscape. Beneath the surface, there are three compelling reasons why financial advisors should focus on millennials.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Financial Advice 52

Nerd's Eye View

MAY 15, 2023

From the introduction of computers to the rise of the internet to the emergence of ‘robo-advisors’, there has been no shortage of innovations that would allegedly reduce the need for consumers to work with (human) financial advisors. Read More.

Financial Advisor 243

Financial Advisor Financial Planning Financial Advice Clients 243

Nerd's Eye View

JANUARY 16, 2024

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman. Read More.

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Media Financial Advisor Financial Planning Planning 212

BlueMind

JULY 15, 2022

Although the purpose is simple: to protect investors, customers, the economy, and society from financial crimes but on the other hand it increased compliance challenges for financial advisors. This article " Top Compliance Challenges Financial Advisors Face " was first published on BlueMind Blog.

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Compliance Financial Advisor Certified Financial Planner Clients 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

Sara Grillo

DECEMBER 22, 2023

There’s a ton of bogus crap advice out there that people doll out when they are trying to convince you to hire them as a financial advisor. Use these tips to find a good financial advisor and avoid the lying grifters! I was recently featured in a MarketWatch article about how to find a good financial advisor.

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide? Here, we focus on two such studies.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 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