Nerd's Eye View

FEBRUARY 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

Financial Planner 195

Financial Planner Certification CFP Financial Advice 195

Abnormal Returns

SEPTEMBER 22, 2023

podcasts.apple.com) Zeke Faux Joshua Brown and Michael Batnick talk with Zeke Faux author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall." youtube.com) Aaron Lammer, Max Linsky, and Evan Ratliff talk with Zeke Faux author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall."

Financial Advice 217

Financial Advice Numbers Management Assets 217

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.

Financial Planner 183

Financial Planner Financial Advice Fee Only Financial Planning 183

Nerd's Eye View

FEBRUARY 19, 2024

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%.

Consulting 172

Consulting Financial Advice Engineering Financial Advisor 172

Nerd's Eye View

JULY 14, 2023

Also in industry news this week: The SEC this week finalized a series of rules designed to discourage future runs on money-market funds, potentially reducing their liquidity risk A recent study suggests that advisor marketing messages that address prospective clients' emotional concerns, in addition to their technical questions, could be particularly (..)

Financial Planner 211

Financial Planner Compliance Media Retirement Planning 211

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 185

Financial Planner Numbers Clients Wealth Management 185

Nerd's Eye View

JULY 28, 2023

Also in industry news this week: The SEC released a proposal that would require firms to take steps to eliminate or neutralize conflicts of interest when using predictive data analytics tools with clients A recent study found that financial advisors remain the top source of financial advice for consumers, with social media coming in well behind From (..)

Financial Planner 217

Financial Planner Financial Advisor Retirement Planning Financial Advice 217

Nerd's Eye View

SEPTEMBER 15, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates financial advisors are the most trusted source of financial advice for consumers across generations, and are particularly trusted among wealthier individuals.

Financial Planner 211

Financial Planner Retirement Retirement Planning Advertising 211

Nerd's Eye View

SEPTEMBER 1, 2023

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

Financial Planner 189

Financial Planner Strategic Planning Retirement Planning Retirement 189

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

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.

Financial Planning 234

Financial Planning Planning Financial Advice Clients 234

Nerd's Eye View

SEPTEMBER 25, 2023

Gradually, CFP Board also raised the ethical standards for CFP professionals, introducing a fiduciary standard on financial planning in 2008 and, in 2020, an expanded fiduciary standard that applies whenever the certificant is giving financial advice.

CFP 225

CFP Financial Planning Planning Certification 225

Nerd's Eye View

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). In the meantime, I hope you're having a safe and happy holiday season. Read More.

Financial Advisor 176

Financial Advisor Financial Advice Estate Planning Planning 176

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

Nerd's Eye View

OCTOBER 21, 2022

Also in industry news this week: The wealth of those in the Millennial and Generation Z cohorts increased by 25% in 2021 and members of these generations are willing to pay for financial advice, according to a new study.

Financial Planner 153

Financial Planner Retirement Planning Retirement Insurance 153

Nerd's Eye View

NOVEMBER 6, 2023

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

Compliance 205

Compliance Valuation Financial Advisor Clients 205

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.,

Taxes 225

Taxes Financial Planning Financial Advisor Clients 225

The Big Picture

JUNE 24, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Evolution of Financial Advice. To be a successful investor you need to possess a number of different traits. The weekend is here! You need to understand how math, statistics and probabilities work.

Math 260

Math Advertising Financial Advice Assets 260

Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Read More.

Education 203

Education CFP Certification License 203

Nerd's Eye View

JULY 19, 2022

In this episode, we talk in-depth about how being diagnosed with autism as an adult helped Andrew understand himself better and realize he had an opportunity to niche-focus his firm to serve clients who are also neurodivergent adults, how the combination of creating a separate website for Planning Across the Spectrum and leveraging a Facebook group (..)

Financial Advisor 226

Financial Advisor Clients Financial Planning Insurance 226

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

Nerd's Eye View

OCTOBER 20, 2023

Read More.

Financial Planner 197

Financial Planner Retirement Planning Retirement Healthcare 197

Steve Sanduski

APRIL 22, 2024

This range can now serve as a benchmark for your financial advice business. While successful financial advisors “don’t treat their clients like a number,” the numbers don’t lie. Determine Your Optimal Client Fee Range Start with your average fee, let’s say $10,000 per year. Now it’s your turn.

Clients 59

Clients Financial Advice CFP Numbers 59

Zoe Financial

MAY 8, 2023

First quarter 2023 earnings are now tracking toward negative 4.5% (the market was expecting even worse numbers). We believe financial advice should come from unbiased and certified professionals. Earnings: Average hourly earnings went up more than expected. Earnings are coming in better than expected.

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

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

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. About Zoe Financial. Best Online Financial Advisor 2022. year-over-year growth.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

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

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

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

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%. We believe financial advice should come from unbiased and certified professionals. year-over-year. Fourth quarter GDP rose 2.9% for the quarter.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 2, 2023

Core PCE inflation numbers were better than expected. We believe financial advice should come from unbiased and certified professionals. Bad quarter but still a good year. Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. Potential recession worries. Concerns of a government shutdown.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 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

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

SEPTEMBER 18, 2023

Retail sales numbers for August went up 0.6% We believe financial advice should come from unbiased and certified professionals. Best Online Financial Advisor 2022 Series A Led by Softbank Most Innovative Companies 2022 2019 Annual Fintech Competition Winner Featured by: The post Market Drama appeared first on Zoe Financial.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Indigo Marketing Agency

MARCH 21, 2024

As a financial advisor, you understand the importance of a robust online presence in today’s digital landscape. With potential clients turning to the internet to find financial advice and services, optimizing your website for search engines is crucial.

Financial Advisor 89

Financial Advisor Engineering Consulting Financial Advice 89

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.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52