Nerd's Eye View

JANUARY 20, 2023

While it remains to be seen whether the measures will actually be enacted, proposed measures include raising income and capital gains tax rates, instituting wealth taxes, and reducing the state estate tax exemption, potentially creating future planning opportunities for advisors with clients in those states. Read More.

Financial Planner 183

Financial Planner Financial Advice Fee Only Financial Planning 183

Nerd's Eye View

APRIL 4, 2024

Ultimately, the key point is that there are a number of ways that the financial planning industry can tackle the looming spike in demand for new advisors without imposing an artificial obligation on advisors, which, if not met, would imply a deficiency in professional duty.

Financial Planner 186

Financial Planner CFP Professional Services Financial Planning 186

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Other than the benefits provided by the federal government, there are various plans and relief programs in place that are provincial or territorial based.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

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., by tailoring client data-gathering worksheets to focus on the information that is relevant to a client’s tax situation).

Taxes 225

Taxes Financial Planning Financial Advisor Clients 225

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Nerd's Eye View

JULY 19, 2022

What's unique about Andrew, though, is how he, as a financial advisor with autism, has built a firm with a specialized niche of autistic and other neurodivergent clients, helping them navigate their unique and complex financial planning challenges.

Financial Advisor 226

Financial Advisor Clients Financial Planning Insurance 226

Nerd's Eye View

FEBRUARY 26, 2024

In the early days of the financial advice industry, an advisor's options for generating new business were somewhat limited. From there, advicers can determine if the activity is actually having any effect by measuring the number of Prospect Inquiries, or how many people reach out to learn more about what the advicer offers.

Marketing 179

Marketing Marketing Sales Clients 179

Nationwide Financial

NOVEMBER 10, 2022

When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Additional Resources. government.

Financial Planning 52

Financial Planning Planning Education Clients 52

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

Education 174

Education Financial Planning Estate Planning CFP 174

Nerd's Eye View

FEBRUARY 6, 2023

For which Elements has positioned itself as an early leader that is now gaining momentum.

B2B 194

B2B Financial Advice Clients Planning 194

Zoe Financial

MAY 8, 2023

First quarter 2023 earnings are now tracking toward negative 4.5% (the market was expecting even worse numbers). Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Earnings: Average hourly earnings went up more than expected.

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

Zoe Financial

SEPTEMBER 25, 2023

We expect this number to keep coming down. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. What to look for in this upcoming week?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

eMoney Advisor

MARCH 22, 2023

1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. In fact, the Fidelity Investments 2022 Investor Insights Study found that 63 percent of GenY and Gen Z believe working with an advisor is key to achieving financial success.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

Zoe Financial

OCTOBER 2, 2023

Core PCE inflation numbers were better than expected. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. Bad quarter but still a good year.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 5, 2023

Total non-farm job numbers were 187,000 above expectations of 170,000. If we continue to see better-than-expected inflation numbers lose their job market, but not a full blown recession, that seems to be the sweets pot for treasury yields to be falling and for stock markets to continue to go up. Economic Data: In August, U.S.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 5, 2023

Total non-farm job numbers were 187,000 above expectations of 170,000. If we continue to see better-than-expected inflation numbers lose their job market, but not a full blown recession, that seems to be the sweets pot for treasury yields to be falling and for stock markets to continue to go up. Economic Data: In August, U.S.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

APRIL 3, 2023

What to look out for this week: The big payroll number, the job data number on Friday. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JANUARY 16, 2023

The big headline number was CPI for December, which came in at 6.5% When it comes to the inflation numbers, the core service number came in at a firm 0.5% Looking at this week: December headline retail sales number comes out. Zoe’s Vetting Process to Find Top Financial Advisors. About Zoe Financial.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 18, 2023

Retail sales numbers for August went up 0.6% Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. month-over-month. month-over-month.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JANUARY 30, 2023

We had better than expected fourth quarter GDP numbers. In-line inflation numbers: Core PCE was up 4.4% Better than the expected number of 2.8%. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. year-over-year.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

DECEMBER 5, 2023

One data point caught my attention: the number of advised investors, individual investors, has increased from 35% to 47% when you look at the time frame from 2009 to today. So, it dispels this view that consumers don’t want human financial advice; they want to do it themselves. But consumers do expect more for that price.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

Zoe Financial

MAY 14, 2023

A couple numbers on the negative side: The University of Michigan, Consumer Sentiment Index tame in at a worse than expected 57.7 Interest Rates: Federal Governor Michelle Bowman spoke on Friday as she said that inflation recent numbers do not signal a downward path yet. Core PPI, came in as expected at 2.3%. forecast of 63).

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Indigo Marketing Agency

AUGUST 23, 2023

Even I, a millennial, find myself seeking guidance from advisors for: Retirement planning Tax strategies Life insurance Real estate College funds for children Long-term care plans Estate arrangements Given their life stage, millennials require assistance with various financial planning aspects.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Financial Advice 52

Zoe Financial

JUNE 5, 2023

May’s payrolls number came in better than expected. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. Wages data also came out – 4.3%

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

JANUARY 23, 2023

The S&P 500 fell 0.65% last week due to weaker-than-expected December retail sales and industrial production numbers. Netflix rallied over 6% with better-than-expected earnings due to subscription numbers. We believe financial advice should come from unbiased and certified professionals. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 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

Zoe Financial

JULY 17, 2023

Main reason for market enthusiasm has to do with the inflation numbers for June. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MARCH 6, 2023

Pending home sales had a robust number. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. February 24, 2023 Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There? What drove this market action?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 23, 2023

April jobs number was strong. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. What’s going on beneath the surface? in April.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

DECEMBER 12, 2022

The University of Michigan Consumer Sentiment came out with their December numbers and it was up to 59.1. We get November CPI numbers on Tuesday. for the overall number and 6.1% Since consumption accounts for 68% of GDP, this number will be very important. Zoe’s Vetting Process to Find Top Financial Advisors.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

WiserAdvisor

AUGUST 18, 2023

Since these professionals are not driven by commissions, you can have peace of mind knowing that the recommendations they offer are unbiased and solely intended to benefit your financial interests. This might be concerning if you have a smaller investment portfolio or seek one-time financial advice.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Zoe Financial

OCTOBER 23, 2023

Expecting to see annualized GDP numbers – we will probably see 3% rather than 2%. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. The bond yields continue to rise for the treasury market.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 30, 2023

Economic Updates: Strong third quarter GDP number – came in at 4.9% Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. There are two major drivers: The continuous move up in treasury yields.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JANUARY 9, 2023

due to the better-than-expected December jobs number. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. . Zoe’s Vetting Process to Find Top Financial Advisors. About Zoe Financial. Best Online Financial Advisor 2022.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 9, 2023

This is the fourth consecutive month in which we’ve seen the wage growth number come down – big positive development. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source.

Marketing 52

Marketing Marketing Financial Advisor Economics 52

eMoney Advisor

APRIL 20, 2023

And while there is endless information available to help people answer their questions about money, financial professionals can position themselves online to reach those who are seeking additional support. The key is ensuring you and your business show up when consumers are looking for financial advice.

Advertising 74

Advertising Financial Advisor Engineering Financial Planning 74