Nerd's Eye View

JANUARY 8, 2024

Professional service industries tend to evolve over time as the regulatory environment evolves and new technologies emerge. For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape.

Financial Advice 212

Financial Advice Medicine Financial Planning Estate Planning 212

Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. In its most recent report on U.S. Which, in turn, has prompted some to wonder if firm owners have a specific obligation to their profession to hire and train next-gen talent.

Financial Planner 221

Financial Planner CFP Professional Services Financial Planning 221

Indigo Marketing Agency

APRIL 3, 2024

You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. Do you choose: Newspaper ad Radio spot Billboard Phonebook ad (Remember…there IS a right answer!) A smart financial advisor would invest in the phonebook ad every time.

Financial Services 52

Financial Services Financial Advisor Advertising Engineering 52