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 244

Financial Advice Consulting Engineering Financial Advisor 244

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 246

Financial Planner Financial Advice Investment Planning Planning 246

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 243

Financial Planner Financial Advice Investment Planning Planning 243

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 189

Financial Planner Financial Advice Financial Advisor Financial Planning 189

Nerd's Eye View

AUGUST 12, 2024

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

Clients 246

Clients Financial Advice Accounting Business Planning 246

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 239

Ethics Education Financial Advice Taxes 239

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 246

Clients Financial Advisor Financial Advice Financial Services 246

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 189

Professional Services Financial Advice Clients Communication 189

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 100

Planning Financial Advice Communication Clients 100

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 52

Financial Planner Recruitment Financial Services Retirement Planning 52

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 130

Financial Advisor Financial Planning Accounting Planning 130

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 98

Fee Only Financial Advisor Financial Advice Clients 98

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

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.

Planning 130

Planning Clients Financial Advice Management 130

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 130

Clients Financial Advisor Wealth Advisor Financial Advice 130

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 52

Investment Advisor Investments Investing Ethics 52

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 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

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

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 52

Fee Only Financial Advisor Financial Advice Clients 52

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 59

Financial Advice Financial Advisor Communication Consulting 59

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 110

Financial Advisor Commission Clients Compliance 110

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 52

Financial Advisor Financial Advice Financial Planner Assets 52

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 52

Marketing Marketing Wealth Management Financial Advisor 52

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 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 27, 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 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 23, 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 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 16, 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 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 13, 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 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 30, 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 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

DECEMBER 5, 2023

So, it dispels this view that consumers don’t want human financial advice; they want to do it themselves. Facts presented have been obtained from sources believed to be reliable. When you look at the self-directed individuals, the percentage has dropped from 41% to 24%. No, in fact, there’s more demand for it now.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

Zoe Financial

OCTOBER 9, 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 52

Marketing Marketing Financial Advisor Economics 52

eMoney Advisor

NOVEMBER 22, 2022

As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would you be taking financial advice from another financial planner? Consumers face a lot of anxiety when it comes to meeting with a financial professional to talk about their money.

Financial Planner 59

Financial Planner Financial Advice Clients Financial Planning 59

Sara Grillo

JANUARY 8, 2024

As many corporate employees tend to have smaller account sizes, this entire group would be shunned by the typical financial advisor who usually has high account minimums of $1MM or above. By the way, if you happen to be a small investor looking for financial advice, I have a list of advisors who are open to serving such clients.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

International College of Financial Planning

JANUARY 18, 2023

He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” Consider the CFP course.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

eMoney Advisor

NOVEMBER 9, 2022

According to Koochel, McCoy, and Davis (2022) of the CFP Board’s section on Cultural Humility in The Psychology of Financial Planning 1 , Hays and colleagues (2015) present the ADDRESSING strategy to understand the dimensions of identity: A ge and Generation. D evelopment Disability. D isability (acquired). R eligion.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. A well-structured plan not only serves as a roadmap for the present but also paves the way for a more secure future. Looking for expert financial advice for physicians?

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Steve Sanduski

DECEMBER 22, 2022

When you’re prepping for a presentation or a meeting with a client, you’ll have a relevant anecdote to share at your fingertips. An example of the sequencing that Dr. Cherry will use to guide a client through their fears and potential objections to financial advice. Build your own story bank.

Financial Planning 52

Financial Planning Clients Financial Advice Planning 52