Nerd's Eye View

JUNE 30, 2025

And for those who don't want to join the team full-time but would simply like to 'Nerd Out' with us for a bit and share what they do or know with their fellow advicers, remember to check out our "How To Contribute" page to see how you can engage with the Kitces platform as a guest writer, presenter, or podcast guest ! Read More.

Financial Planning

Nerd's Eye View

JULY 28, 2025

The newest Kitces Research on The Technology That Financial Advisors Actually Use (And Like), presented for the first time in this article, found that while risk tolerance tools are considered important, satisfaction continues to lag – highlighting a disconnect between the perceived value of these tools and how they're currently being used.

Risk Tolerance

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

Midstream Marketing

OCTOBER 30, 2024

Key Highlights The financial advice world is changing. They need to put in more effort to attract prospective clients looking for financial advice. Understanding the Marketing Landscape for RIAs The world of financial advice is changing fast. This helps them draw in new clients who need financial advice.

Investment Advisor

Indigo Marketing Agency

JUNE 18, 2025

The best content for financial advisors in this category addresses specific, actionable challenges that your target audience faces daily. Effective guides go beyond generic financial advice. Remember to present case studies in multiple formats to maximize their impact. Instead, they dive deep into niche-specific issues.

Financial Advisor

WiserAdvisor

JUNE 4, 2025

Inclusion of digital solutions in financial advising Clients expect convenience in todays times. They want their financial life to be as streamlined as possible. Just like booking a taxi on your phone, one also expects to receive financial advice, invest, and liquidate their assets, while on the go.

Financial Planning

Midstream Marketing

NOVEMBER 12, 2024

This helps potential clients find you when they look for financial advice online. You might want to create blog posts, articles, or videos about current financial trends. These can also answer common questions about financial planning. Now, these events need to move away from boring speeches and usual presentations.

Financial Advisor

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner

WiserAdvisor

JUNE 17, 2025

In 2025, you can expect to see smarter, faster, and more personalized investment platforms that use AI to tailor financial advice and automate strategies for investors. This can present opportunities for investments in these sectors, too. This has massive implications for how you invest and manage your portfolio.

Financial Advisor

Midstream Marketing

OCTOBER 29, 2024

The Role of Advertising in Financial Advisory Success Advertising plays a key role in achieving long-term success in financial services. It presents your brand to the right audience at the right time when they need it the most. Strong advertising can boost your marketing efforts as a financial planner.

Advertising

Steve Sanduski

JUNE 18, 2025

On today’s show, Daniel Crosby and I explore the science behind persuasion and decision-making and how advisors can help their clients build more positive connections between their feelings, their financial plans, and their lives.            . Presenting important facts with “relational grounding.”

Clients

Nerd's Eye View

JANUARY 8, 2024

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.

Financial Advice

Abnormal Returns

JULY 3, 2023

investmentnews.com) Advisers Who do investors trust with financial advice? riaintel.com) Why you should flip your plan presentation meetings on their head. riabiz.com) A Q&A with Preston Cherry about using financial psychology. (riabiz.com) Why advisers need to step up their recruitment game.

Estate Planning

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

Nerd's Eye View

DECEMBER 1, 2022

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

Planning

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.

Financial Advice

Nerd's Eye View

AUGUST 2, 2024

Further, the court indicated that its ultimate decision is likely to favor groups opposing the regulation, which could lead to an appeal by the DoL and leave advisors waiting (potentially much longer) for a final answer on what will be required of them going forward.

Financial Planner

Nerd's Eye View

AUGUST 2, 2024

Further, the court indicated that its ultimate decision is likely to favor groups opposing the regulation, which could lead to an appeal by the DoL and leave advisors waiting (potentially much longer) for a final answer on what will be required of them going forward.

Financial Planner

Nerd's Eye View

SEPTEMBER 8, 2022

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client.

Financial Planner

Nerd's Eye View

AUGUST 12, 2024

In the modern era of financial advice, the advicer/client relationship is tightly centered on trust.

Clients

Nerd's Eye View

OCTOBER 19, 2023

Most commonly, niches present as particular needs of a firm's clients. These needs are often understood in terms of a client's occupation (e.g., tech employees who need help managing equity compensation options), stage of life (e.g.,

Clients

Nerd's Eye View

JULY 8, 2024

And for those who don't want to join the team full-time but would simply like to 'Nerd Out' with us or a bit and share what they do or know with their fellow advicers, remember to check out our "How To Contribute" page to see how you can engage with the Kitces platform as a guest writer, presenter, or podcast guest!

Ethics

Nerd's Eye View

AUGUST 22, 2024

As advisory firm websites have become crucial to the prospecting pipeline, displaying fees can present a delicate challenge for advisors. Another key to sell life planning effectively is to target prospects who are more likely to seek this type of comprehensive planning in the first place). Read More.

Planning

Nerd's Eye View

JUNE 13, 2024

As the financial advice industry continues to move toward providing full-blown professional services rather than focusing primarily on product sales, advisory (advicery?) Advicer concerns around scaling typically present in a couple of ways. firms are increasingly experiencing similar stages of growth in their practices.

Professional Services

Nerd's Eye View

AUGUST 13, 2024

We also talk about how Eric has created a systematized planning process to create a common standard across its multiple advisor offices nationwide, how Eric's firm uses a centralized planning team to prepare financial plans in a consistent manner (and to allow its advisors to spend more time working directly with clients), and how Eric has found success (..)

Financial Advisor

XY Planning Network

JULY 15, 2024

It’s the space independent advisors need to work ON their business and find new ways of serving their clients among XYPN members, support staff, industry experts, and hand-picked exhibitors that are backing our mission of making trusted financial advice widely accessible.

Fee Only

Nerd's Eye View

OCTOBER 21, 2024

A good onboarding plan can bring clarity to the advisor (or hiring manager) on how much time will need to be spent with the new hire, what order to present information in, and when an advisor can plan to 'let go' of and finally delegate different tasks to the CSA. Much of this frustration can be avoided with a clear onboarding plan.

Clients

Nerd's Eye View

APRIL 23, 2024

In this episode, we talk in-depth about how Tyson's "Total Relationship" approach leads to particularly close relationships with their clients, including by developing a system to send what he calls "wow factor" gifts to mark key moments in the lives of the firm's clients, their families, and even their pets, why Tyson's firm breaks out its AUM fee (..)

Clients

Getting Your Financial Ducks In A Row

MARCH 20, 2023

Delaying is a good choice if your present auto still meets your needs (see my comment above regarding the decision to purchase a car in the first place). It may not be glamorous (what sound financial advice is?) Don’t finance for more than four years, preferably three years.

Insurance

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

eMoney Advisor

DECEMBER 20, 2022

They are difficult to analyze and present challenges to CFP® professionals seeking to make informed investment decisions and even knowledgeable investors experience difficulty evaluating these assets. They may present unique custodial risks that expose investors to a heightened risk of theft or loss. Proceed with Knowledge. December 5.

CFP

Sara Grillo

SEPTEMBER 18, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. I am an irreverent and fun marketing consultant for financial advisors.

Financial Advice

XY Planning Network

JULY 15, 2024

It’s the space independent advisors need to work ON their business and find new ways of serving their clients among XYPN members, support staff, industry experts, and hand-picked exhibitors that are backing our mission of making trusted financial advice widely accessible.

Fee Only

Sara Grillo

OCTOBER 31, 2022

Transparency allows the consumer to decide if the services and fees offered by the financial advisor are fair and logical, and if it is in their best interest to work with that advisor. Disclosures can be about if they have committed a crime, whether financial or not. IMPORTANT: Never trust what an advisor says verbally.

Financial Advisor

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

Financial Advisor

Zoe Financial

NOVEMBER 20, 2023

Facts presented have been obtained from sources believed to be reliable. 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. Ready to Grow Your Wealth?

Marketing

Zoe Financial

NOVEMBER 6, 2023

Facts presented have been obtained from sources believed to be reliable. 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. Ready to Grow Your Wealth?

Marketing