Remove Financial Advice Remove Financial Advisor Remove Planning
article thumbnail

Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services

Nerd's Eye View

How advisory firms charge for financial advice has long been a central question in the profession. Now, as financial advicers expand their services beyond traditional planning into more holistic, personalized advice, the very definition of financial advice continues to evolve.

article thumbnail

22 Top Financial Advisor Podcasts To Listen To In 2025

Nerd's Eye View

There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. Further, because choosing 'top' podcasts is inherently subjective (e.g., Read More.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

In the meantime, the buzz around AI continues to increase as well, less now about whether the tools will replace financial advisors (they don't), and more about how advisory firms can better leverage the technology to be more efficient in serving clients.

article thumbnail

Five “Self-Persuasion” Questions To Connect With Prospects Who Say They’re Interested… But Aren’t Moving Forward

Nerd's Eye View

Financial advisors often engage with a variety of prospects, each with unique needs and motivations. Some prospects approach an advisor with an immediate 'problem to be solved', such as a fast-approaching retirement date. However, not all prospects have immediate financial concerns. Read More.

article thumbnail

#FASuccess Ep 416: Avoiding The Compliance Headaches When Going RIA By Choosing A ‘Supported Independence’ Corporate RIA Platform, With Fran Toler

Nerd's Eye View

Welcome to the 416th episode of the Financial Advisor Success Podcast ! Fran is the CEO of Toler Financial Group, an RIA based in Silver Spring, Maryland, that oversees nearly $200 million in assets under management for 280 client households. Welcome everyone! My guest on today's podcast is Fran Toler.

article thumbnail

Weekend Reading For Financial Planners (November 30–December 1)

Nerd's Eye View

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).

article thumbnail

Why Should I Hire a Financial Advisor? 5 Benefits of Financial Advice

Carson Wealth

While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.