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 16, 2025

In these moments, the conversations that advisors have with their clients play a crucial role in helping clients maintain perspective, avoid emotional decisions, and stay committed to their long-term financial plans. Finally, volatile markets offer a powerful opportunity for advisors to reinforce the value of financial advice.

Clients 220

Clients Financial Planning Financial Advice Planning 220

Nerd's Eye View

SEPTEMBER 25, 2023

In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession.

CFP 246

CFP Financial Planning Planning Certification 246

Abnormal Returns

MAY 26, 2025

paulkrugman.substack.com) Jess Bost and Mark Newfield talk with Ashley Quamme about her journey to financial advice. podcasts.apple.com) Charles Schwab Charles Schwab ($SCHW) is launching a new program aimed at helping financial advisors go independent. citywire.com) How to learn about financial planning on the cheap.

Financial Planning 182

Financial Planning Financial Advice Financial Advisor Retirement 182

Nerd's Eye View

MAY 19, 2025

While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. Others take a broader approach, giving newer advisors more opportunities to practice and build confidence across different areas of financial planning. Read More.

Financial Planning 137

Financial Planning Communication Certification Planning 137

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

Abnormal Returns

SEPTEMBER 18, 2023

Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. citywire.com) Creative Planning is getting creative to retain former United Capital advisers.

Planning 264

Planning Financial Advice Wealth Management Math 264

Carson Wealth

JANUARY 8, 2025

Knowledge and Personalized Planning Financial advisors can bring a wealth of knowledge from extensive education and experience, helping enable them to craft tailored strategies that align with your unique financial goals. Ready to Work with a Financial Advisor? The post Why Should I Hire a Financial Advisor?

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

Abnormal Returns

APRIL 7, 2025

Podcasts Michael Kitces talks with Nick Rodkin, managing partner of Stoic Financial, about working with client couples. kitces.com) Matt Zeigler talks with Danika Waddell, founder of Xena Financial Planning. epsilontheory.com) Aging How financial literacy declines with age. alphaarchitect.com)

Fiduciary Duty 147

Fiduciary Duty Financial Advice Financial Planning Clients 147

Nerd's Eye View

DECEMBER 27, 2023

In essence, such tools can be used as a 'digital analyst' that can review data and scan for planning opportunities faster than the advisor can, leaving the final decision of whether or not to recommend any specific strategy to the advisor themselves.

Financial Advice 246

Financial Advice Communication Compliance Clients 246

Nerd's Eye View

NOVEMBER 29, 2023

The traditional way that most financial planning has been offered was for an advisor to create "The Plan": a comprehensive document outlining a client's financial strategy that was delivered either on a one-time basis or updated annually.

Planning 246

Planning Financial Planning Clients Communication 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. However, as advisor technology continues to evolve, many tools have focused on helping advisors scale their financial advice to accommodate growing businesses.

Planning 246

Planning Financial Planning Financial Advice Clients 246

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

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

APRIL 15, 2025

million U.S. 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

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

Nerd's Eye View

JUNE 24, 2024

And as independent financial advisors have shifted away from transaction-based roles into more holistic, person-oriented, and advice-centric ones, many marketing campaigns have adopted a 'good guy' (e.g., comprehensive, planning-centric, fee-based advisors) versus 'bad guy' (e.g.,

Financial Advice 190

Financial Advice Clients Financial Planning Planning 190

Abnormal Returns

MAY 13, 2024

riabiz.com) Creative Planning is exploring its custody options. blogs.cfainstitute.org) How life events affect retirement planning. papers.ssrn.com) Advisers There is an tension inherent in the practice of financial advice. papers.ssrn.com) Advisers There is an tension inherent in the practice of financial advice.

Math 287

Math Retirement Planning Financial Advice Communication 287

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

Nerd's Eye View

MAY 29, 2025

Financial planning is inherently complex, especially when it comes to data gathering, analysis, and crafting well-reasoned recommendations. investment strategies or tax planning) – can reduce cognitive overload for clients and keep meetings on track. The goal isn't simplicity for its own sake, but clarity.

Clients 130

Clients Communication Tax Planning Financial Advice 130

Abnormal Returns

SEPTEMBER 9, 2024

Podcasts Michael Kitces talks financial wellness with Zack Hubbard. Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors. youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice.

Financial Planner 276

Financial Planner Estate Planning CFP Financial Advice 276

Abnormal Returns

DECEMBER 11, 2024

podcasts.apple.com) Christine Benz and Jeff Ptak talk with Tom Idzorek and Paul Kaplan about their new book "Lifetime Financial Advice: A Personalized Optimal Multilevel Approach." slate.com) Personal finance Financial planning is all about tradeoffs. barrons.com) Financial stress is real.

Retirement 147

Retirement Financial Advice Taxes Financial Planning 147

Nerd's Eye View

FEBRUARY 28, 2024

Initial outreach to a financial advicer rarely (if ever) results from a prospective client waking up in the middle of the night in a cold sweat because they just figured out that they're in desperate need of a comprehensive financial plan.

Planning 246

Planning Financial Advice Financial Planning Clients 246

Nerd's Eye View

AUGUST 15, 2022

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. Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people.

Clients 237

Clients Financial Advice Financial Planning Planning 237

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 137

Financial Advice Ethics Financial Planning Education 137

The Big Picture

MARCH 18, 2025

Media Madness : Do we really need 24/7 financial advice for our investments we wont draw on for decades? when the best course for our long-term financial health is to do nothing? Good Advice : 10. This is the best advice I can offer : A. Create a financial plan (then stick to it). Index (mostly).

Investing 317

Investing Investments Math Media 317

Nerd's Eye View

JUNE 9, 2025

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.

Financial Advisor 130

Financial Advisor Financial Planner Financial Advice Clients 130

XY Planning Network

JULY 8, 2024

For these situations where rules of thumb and back-of-the-napkin advice won't suffice, more comprehensive and detailed projections are still preferred, and traditional financial planning software is often the advisor's most effective tool. So, which planning software should you use? Let's take a look!

Financial Planning 114

Financial Planning Planning Financial Advice Clients 114

Nerd's Eye View

OCTOBER 16, 2023

Consumers have a wide range of options when it comes to choosing a provider of financial advice, from larger wirehouses and asset managers to smaller Registered Investment Advisers (RIAs).

Financial Planning 246

Financial Planning Marketing Marketing Financial Advice 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

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

Abnormal Returns

JANUARY 15, 2024

riabiz.com) Why women are still struggling to make progress in the world of financial advice. city-journal.org) Delayed Social Security claiming requires an explicit bridge plan. thinkadvisor.com) Advisers Financial planning is seeing a battle between growing complexity and rising technology. It hasn't happened.

Financial Planner 278

Financial Planner Wealth Management Retirement Planning Financial Advising 278

Abnormal Returns

OCTOBER 30, 2023

(riaintel.com) How AI will play a role in the provision of financial advice. thinkadvisor.com) Blended families don't plan their money lives in advance. nextavenue.org) Advisers Comprehensive financial planning takes more time and effort. thinkadvisor.com) 7 things that clients hate that financial advisers do.

Wealth Management 263

Wealth Management Retirement Planning Financial Advising Financial Advice 263

Nerd's Eye View

AUGUST 15, 2022

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. Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people.

Clients 218

Clients Financial Advice Financial Planning Planning 218

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 246

Financial Planner Financial Advice Fee Only Financial Planning 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.

Media 246

Media Financial Advisor Financial Planning Planning 246

Nerd's Eye View

SEPTEMBER 3, 2024

Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130