article thumbnail

Gathering Feedback That Counts: Crafting Client Surveys To Offer Services That Matter Most

Nerd's Eye View

Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice.

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?).

Insiders

Sign Up for our Newsletter

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

article thumbnail

Find Your ‘Cyborg Advisor’ Sweet Spot: Blend AI Into Your Firm By Understanding How Clients Make Financial Decisions

Nerd's Eye View

Financial advice and technology have grown alongside each other – as technology has evolved and expanded, so too have advisory firm services. Now, with the rapid growth of AI across the financial services industry, questions about whether technology might one day replace human advisors are taking on renewed importance.

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

#FASuccess Ep 433: When You 10X Your Advisory Firm To Over $20M Of Revenue…And Want To 10X Again, With Cameron Passmore

Nerd's Eye View

based business and financial services conglomerate OneDigital to provide the financial backing and corporate connections to support PWL Capital in its next growth phase (including through acquisitions of its own with other like-minded firms in Canada).

article thumbnail

AI and Ethics: A Double-Edged Sword for Wealth Management

Wealth Management

According to PwC research more than 60% of wealth management firms globally now use AI to refine client services, automate processes, and customize investment strategies. AI-driven tools, such as robo-advisors and predictive analytics, analyze vast amounts of data to tailor financial advice.

article thumbnail

Financial Advisor Marketing to Millennials: Reach Success

Midstream Marketing

Key Highlights Millennials can benefit a lot from getting financial advice. You should change your marketing approach to meet the specific financial needs and interests of millennials. Listen to their concerns and adjust your financial advice to align with their goals. Show your knowledge about financial services.