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 246

Financial Advisor Clients Financial Planning Insurance 246

WiserAdvisor

JUNE 4, 2025

The financial planning industry is constantly undergoing change. Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

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. Though many potentially valid criticisms of this process tend to concern technical details (e.g.,

Financial Planning 246

Financial Planning Planning Financial Advice Clients 246

Nerd's Eye View

APRIL 15, 2025

Welcome to the 433rd episode of the Financial Advisor Success Podcast ! dollars in revenue, and how Cameron's willingness to just meet and get to know other advisors, businesses, and content creators, without having a specific goal in mind, has led to multiple serendipitous business opportunities throughout his career.

Financial Advisor 130

Financial Advisor Financial Advice Planning Clients 130

Nerd's Eye View

DECEMBER 27, 2023

Financial advisors have a fiduciary obligation to act in their clients' best interests, and at the same time are prohibited by state and SEC rules from making misleading statements or omissions about their advisory business.

Financial Advice 246

Financial Advice Communication Compliance Clients 246

Nerd's Eye View

OCTOBER 23, 2024

While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid.

Clients 246

Clients Financial Advice Financial Planning Financial Advisor 246

Abnormal Returns

MARCH 13, 2024

Podcasts Christine Benz and Amy Arnott talk with Anne Lester author of "Your Best Financial Life: Save Smart Now for the Future You Want." morningstar.com) Dan Haylett talking Paul Armson about lifestyle financial planning. morningstar.com) Should financial advice be gentle or authoritarian?

Financial Advice 305

Financial Advice Retirement Financial Advisor Financial Planning 305

Nerd's Eye View

SEPTEMBER 13, 2023

In particular, financial advisors who offer ongoing services to clients can focus on 3 key areas that are unique to service-based sales as part of a successful sales strategy.

Financial Planning 246

Financial Planning Sales Planning Financial Advisor 246

Nerd's Eye View

JUNE 24, 2024

Yet, many firms' prospecting strategies have often relied on individual advisors being able to bring business to the firm instead of actively shaping and promoting the firm's own reputation. comprehensive, planning-centric, fee-based advisors) versus 'bad guy' (e.g.,

Financial Advice 190

Financial Advice Clients Financial Planning Planning 190

Midstream Marketing

OCTOBER 29, 2024

Key Highlights Millennials can benefit a lot from getting financial advice. Right now, few of them use advisors regularly. You should change your marketing approach to meet the specific financial needs and interests of millennials. Listen to their concerns and adjust your financial advice to align with their goals.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

Nerd's Eye View

JANUARY 13, 2025

Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees. In reality, though, the robos struggled to gain traction, and the human financial advice business just continues to grow.

Financial Advice 147

Financial Advice Ethics Financial Planning Education 147

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 246

Financial Advisor Financial Planning Financial Advice Clients 246

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.

Media 246

Media Financial Advisor Financial Planning Planning 246

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 246

Financial Planner Financial Advice Financial Advisor Tax Planning 246

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. These clients may just need someone to talk to, and the advisor can help by providing reassurance on the status of their financial plan.

Clients 246

Clients Financial Advisor Financial Advice Financial Planning 246

Nerd's Eye View

AUGUST 15, 2023

Welcome back to the 346th episode of the Financial Advisor Success Podcast ! 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.

Fee Only 246

Fee Only Clients Financial Planning Financial Advisor 246

Nerd's Eye View

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Planning 246

Planning Financial Planning Financial Advice Clients 246

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. Read More.

Clients 240

Clients Financial Advice Financial Planning Planning 240

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. Read More.

Clients 227

Clients Financial Advice Financial Planning Planning 227

Nerd's Eye View

DECEMBER 11, 2023

For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.

Financial Advice 245

Financial Advice Financial Advisor Ethics Financial Planning 245

Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Key Highlights Find new ways to get better at being a financial advisor.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

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., Besides the fact that many financial advisors don’t hold the necessary credentials (e.g.,

Taxes 246

Taxes Financial Planning Financial Advisor Clients 246

International College of Financial Planning

MARCH 12, 2025

Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. But they also have a mild addiction to online shopping, an over-reliance on BNPL schemes, and a tendency to take financial advice from influencers who may or may not know what theyre talking about.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Nerd's Eye View

OCTOBER 1, 2024

Welcome to the 405th episode of the Financial Advisor Success Podcast ! Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households. Welcome everyone! Read More.

Assets 233

Assets Financial Advisor Insurance Clients 233

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Some strategies to do so can include simply talking about their own experiences as CFP professionals more intentionally (e.g., Read More.

CFP 246

CFP Clients Certification Financial Advice 246

Yardley Wealth Management

JANUARY 21, 2025

The post Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. Is Talking to a Financial Planner Worth It? Exploring the Benefits of Professional Financial Advice Introduction “Is talking to a financial planner worth it?”

Financial Planner 52

Financial Planner Financial Planning Planning Retirement Planning 52

Midstream Marketing

DECEMBER 10, 2024

By adopting these campaigns, advisors can achieve better results, connect with their target audience, and grow their business successfully. Introduction In todays challenging market, financial advisors need strong financial advisor marketing strategies. This is why video marketing works well for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. Introduction In today’s world, having a strong online presence is really important for financial advisors.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

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

XY Planning Network

MARCH 13, 2023

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.

Financial Advice 95

Financial Advice Financial Advisor Financial Advising Education 95

MainStreet Financial Planning

FEBRUARY 1, 2024

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.

Financial Advice 98

Financial Advice Planning Fee Only Financial Planning 98

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. developing a valuable offering for consumers.

Financial Planner 189

Financial Planner Financial Advice Financial Advisor Financial Planning 189

Midstream Marketing

NOVEMBER 5, 2024

Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. Explore different social media platforms that financial advisors can use, like LinkedIn, Twitter, Instagram, and Facebook. It is helpful for financial advisors.

Media 52

Media Financial Advisor Marketing Marketing 52

Nerd's Eye View

APRIL 1, 2025

Welcome to the 431st episode of the Financial Advisor Success Podcast ! Nick is the managing partner of Stoic Financial, an LPL-affiliated advisory firm based in Boynton Beach, Florida, that oversees $107 million in assets under management for 70 client households. Welcome everyone! My guest on today's podcast is Nick Rodkin.

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Nerd's Eye View

SEPTEMBER 6, 2024

Notably, while the rule will create an additional compliance burden, the due diligence advisers offering comprehensive planning services (as well as their investment custodians) are likely already conducting on their clients to create an effective financial plan could be a 'defense mechanism' for these firms against criminals looking to take advantage (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

Nerd's Eye View

OCTOBER 19, 2023

pre-retirees with employer pension annuity choices), political or religious affiliations, or significant life events that create central themes and recurring concerns that an advisor can specialize in (e.g., Because as the industry continues to grow, so too will the demand for accessible financial planning advice!

Clients 246

Clients Financial Advisor Financial Advice Financial Services 246