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Nerd's Eye View
JANUARY 9, 2025
While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.
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A Wealth of Common Sense
NOVEMBER 1, 2024
” Jones said, referring to shorthand for a dramatic decline in asset prices. Paul Tudor Jones made some waves last week on a CNBC interview: He’s worried government spending and deficit levels are going to lead to a crisis: “The question is after this election will we have a Minsky moment here in the United States and U.S.
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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies
Protect What Matters: Rethinking Finance Ops In A Digital World
Your Accounting Expertise Will Only Get You So Far: What Really Matters
A Wealth of Common Sense
SEPTEMBER 21, 2022
” He was referring to himself, of course. West told Sarah Eisen, “They have one individual that could save the Gap.”
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Nerd's Eye View
AUGUST 15, 2022
But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it. Read More.
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Nerd's Eye View
AUGUST 15, 2022
But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it. Read More.
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Nerd's Eye View
NOVEMBER 6, 2023
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)
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Nerd's Eye View
JULY 25, 2022
All in pursuit of our mission – Making Financial Advicers Better, and More Successful – through our ongoing focus on Navigational resources, Educational insights, Research on advicers, and Development of advicer skills. Those who are interested (or have a friend or family member who might be!)
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Nerd's Eye View
OCTOBER 21, 2024
Likewise, a well-designed onboarding plan can help the CSA understand the timeline and short-term expectations for success, as well as provide them with an easy reference point for crucial resources. technical terms as well as where the firm sits in the broader financial advice industry).
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Midstream Marketing
DECEMBER 10, 2024
Offering Personalized Financial Advice Through Video Marketing In today’s world, people really like visuals. This is why video marketing works well for financial advisors. This program can encourage your clients to refer others. You can think about offering rewards for people who refer others to you.
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? This is what transference and counter-transference are referring to and it can happen in client meetings.
Sara Grillo
OCTOBER 31, 2022
If the custodian is referring you to an advisor outside the firm, look at this section and understand how much the advisor is paying to get you referred to them. Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Always know what the incentives are. #6 6 Crazy disclosures.
FMG
OCTOBER 6, 2022
From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. Whenever CRM is mentioned, it’s usually in reference to a tool that can manage customer relationships across an entire lifecycle. What is CRM?
eMoney Advisor
FEBRUARY 9, 2023
Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Focus on short-term goals.
eMoney Advisor
APRIL 20, 2023
And while there is endless information available to help people answer their questions about money, financial professionals can position themselves online to reach those who are seeking additional support. The key is ensuring you and your business show up when consumers are looking for financial advice.
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eMoney Advisor
DECEMBER 27, 2022
One way to assess this is to look at the value of financial advice as it stacks up to basic human needs. Cash flow and basic needs encompasses food, housing, and daily expenses and ensures the fundamentals, including physiological needs, are covered financially. Money and Maslow’s Hierarchy of Needs.
Harness Wealth
MAY 25, 2023
Reviews and References : Check online reviews or ask for references to gauge the advisor’s reputation. Comparing Different Types of Professional Designations for Financial Advisors Selecting a financial advisor who meets your financial planning needs is crucial. On average, you can expect to pay between 0.5%
James Hendries
JULY 21, 2022
When times are turbulent, the surest path toward progress remains sound financial advice from dedicated professionals who have logged many hours in similar conditions. Please contact your financial advisor with questions. References to markets, asset classes, and sectors are generally regarding the corresponding market index.
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eMoney Advisor
NOVEMBER 9, 2022
The result is that the AUM model will prevent even many high-earning young professionals from getting the financial advice they need. Practices such as redlining have led to a general lack of intergenerational wealth for people of color. Remember that Humility Is Key. But including the word competence is problematic.
Envision Wealth Planning
MARCH 17, 2022
You may have read that many “so-called” financial advisors do not work in the best interest of their clients (as a fiduciary does). Making things worse, many people simply refer to any financial professional as a financial advisor. In this case, advisors are employed by a company, whose interests they are paid to uphold.
Harness Wealth
JUNE 1, 2023
International Longevity Centre-UK (ILC-UK): The Value of Financial Advice The International Longevity Centre-UK conducted a study aimed at understanding the long-term effect of financial advice on wealth accumulation. Tax services provided through Harness Tax LLC.
James Hendries
DECEMBER 12, 2022
Those are the times when sound financial advice is more valuable than ever, as it helps us find our center, remember our plan, and stay focused on our goals. Please contact your financial advisor with questions. References to markets, asset classes, and sectors are generally regarding the corresponding market index.
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Midstream Marketing
MARCH 8, 2023
It can enable you to either create the content yourself or provide a content creator with an outline, some authoritative sources to refer to, and other SEO things like keywords, and all in a matter of minutes. Plus there is a whole host of advice that is not even curated by ChatGPT.
Harness Wealth
MARCH 5, 2024
About Harness Harness seeks to make bespoke tax & financial advice accessible, intuitive, and valuable through a combination of innovative technology and exceptional advisory firms. Finally, if you’re a prospective client interested in finding the right tax advisor for your unique needs, register for Harness today.
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James Hendries
OCTOBER 4, 2022
Market volatility and negative sentiment can make it harder to make investing decisions, but we believe the surest path forward remains sound financial advice from experienced and dedicated professionals. This material is for general information only and is not intended to provide specific advice or recommendations for any individual.
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International College of Financial Planning
SEPTEMBER 7, 2024
At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.
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Gen Y Planning
FEBRUARY 1, 2024
So, when it comes to handling your finances, it’s natural to think that the information you hear repeatedly is the best advice to follow. After all, plenty of people are making a living sharing financial advice online (we refer to them as “influencers”). Shouldn’t you listen to what they have to say? I’d love to connect!
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Truemind Capital
NOVEMBER 7, 2019
Hidden motives- A distributor, for example, might refer a brand’s financial products to you because he is fetching higher margins from that respective brand. Where can you possibly face it? Below are few of the many ways in which the halo effect seeps into your investment decisions-.
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Harness Wealth
OCTOBER 23, 2023
Signs You Should Consider Advisory Services Client Demand: When your clients are increasingly seeking strategic financial advice beyond just tax preparation, it’s an unmistakable indicator that there’s a market demand for advisory services. This should not be considered tax or legal advice.
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BlueMind
MARCH 25, 2022
To be clear, Facebook Ads refer to paid ads that businesses place on Facebook. For instance, you can target traffic by its gender age location spoken languages Interests behaviors and recent purchases job title Looking for an audience over the age of 60 to aim your financial advice for those thinking of retiring soon?
Midstream Marketing
MAY 18, 2025
This way, your business shows up when your target audience seeks financial advice. This approach sets you apart from others who give generic financial advice. By making relevant content about financial topics that interest pre-retirees, you build trust and authority. Why does SEO matter?
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. You can reward people who refer others successfully.
Midstream Marketing
MARCH 10, 2025
Offering great customer service, personalized financial advice, and consistently going beyond what clients expect helps build your brand reputation. When you put customer experience first and make clients feel appreciated, they are more likely to refer others to you. Understand what they want and give advice that fits.
Indigo Marketing Agency
AUGUST 22, 2024
To utilize this client retention strategy, go beyond mere financial advice by listening actively, showing empathy, and asking about client concerns, aspirations, and feedback. Effective client retention strategies can enhance client loyalty and contribute to the overall growth and stability of a financial advisory business.
Midstream Marketing
JANUARY 28, 2020
Do you offer personalized financial advice? Are you and your team members certified financial planners? This is also commonly referred to as the moment of initiation, as that is exactly what is happening. People want to know the answer to these questions and it’s up to you to provide them.
Indigo Marketing Agency
APRIL 3, 2024
And here’s how to do it: Keyword Research for Financial Advisors SEO for financial advisors relies on identifying keywords and key phrases that potential clients are using to search for financial advice and services.
WiserAdvisor
AUGUST 3, 2023
It is also important to carefully consider your unique situation and goals when evaluating whether the guidance of a financial advisor is the right choice for you. What is a financial advisor’s 1 percent fee structure? Hourly rates can benefit clients who require occasional consultations or have limited financial planning needs.
Sara Grillo
APRIL 25, 2022
When they come across prospects with little in the way of investments, they can feel good about referring to me as a fee-only resource for planning. When my clients refer, they are referring from their personal experience, the results, and the efficacy of our work together. How are you getting COIs involved?
WiserAdvisor
APRIL 16, 2025
Make sure to look into their expertise before hiring and select an advisor who aligns with your financial needs, personality, and budget. You need objective financial advice that is not impacted by emotions One of the most common challenges in investing or any form of financial planning is managing the emotional aspect.
WiserAdvisor
JUNE 12, 2022
Hiring an advisor earlier on in your financial planning journey can benefit you in several ways. The professional financial advice they provide you along the way can help you reach your personal and financial goals faster. Ensure that the financial advisor is bound by fiduciary duty.
Sara Grillo
MARCH 13, 2023
Bitcoin was referred to as “digital gold”. The problem is that if you look at where the CME-traded bitcoin futures get their references prices from, they get it from the exact same exchanges that a spot bitcoin ETF would. There were a laundry list of crypto scams in 2022. They are taking pricing cues from the same place!
Good Financial Cents
JULY 21, 2022
M1 Finance works on a system they refer to as “pies.” But they have since expanded their product menu to include banking, investing, retirement, financial advice, and other services. Beginner provides a personal portfolio, investing advice, bank access, and $1000 in life insurance for a monthly fee of $1.
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Sara Grillo
MAY 23, 2022
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The industry is typically about the implementation aspect of financial advice not educating and empowering the client.
Clever Girl Finance
NOVEMBER 22, 2022
What is a financially abusive relationship? Financial or economic abuse is a lesser-known type of domestic violence that affects millions of women every day. Financial abuse refers to an abuser’s ability to use money and economic well-being to control, manipulate, and dominate their victim.
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