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Kitces & Carl Ep 152: Advisory Fee Confidence And Building The Happy-Client Stoke File

Nerd's Eye View

How much to charge for financial advice is rarely a decision made lightly. Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning. Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning.

Clients 246
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#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

Nerd's Eye View

Welcome to the 432nd episode of the Financial Advisor Success Podcast! Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

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The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today

Nerd's Eye View

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. The changing patterns in how financial advice is delivered can be compared to the similar trends seen in the evolution of medicine.

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4 Ways And 5 Charts To Talk Tariffs With Clients With Empathy And Strategy

Nerd's Eye View

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 200
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Why Should I Hire a Financial Advisor? 5 Benefits of Financial Advice

Carson Wealth

Holistic Financial Management Beyond investment advice, financial advisors offer comprehensive services such as tax planning, estate planning, and risk management. Contact us today to learn more about our unique approach to financial advice. The post Why Should I Hire a Financial Advisor?

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Offering Tax Preparation As A Solo Advisor: How To Attain Designations And Create A Schedule By Next Tax Season

Nerd's Eye View

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.,

Taxes 246
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Personal finance links: financial stress

Abnormal Returns

(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." sites.libsyn.com) Peter Lazaroff on some year-end tax strategies. wsj.com) Why some wealthy Americans simply fail to file their taxes.