Nerd's Eye View

JANUARY 20, 2025

There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. those who are in the business of selling their financial advice as opposed to financial products).

Financial Advisor 247

Financial Advisor Financial Advice Financial Planner Estate Planning 247

Nerd's Eye View

NOVEMBER 1, 2024

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Financial Planner 189

Financial Planner CFP Certification Retirement Planning 189

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Nerd's Eye View

APRIL 11, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the U.S. Senate has confirmed Paul Atkins to be the next Chair of the Securities and Exchange Commission (SEC).

Financial Planner 162

Financial Planner Communication Commission Clients 162

Nerd's Eye View

JANUARY 17, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that at a time when brokerage firms' cash sweep programs come under increased scrutiny (and as the Federal Reserve has cut interest rates), Charles Schwab (the largest RIA custodian) continues to slash sweep rates for client (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Financial Advisor 246

Nerd's Eye View

JULY 25, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Charles Schwab's annual RIA benchmarking study found that median firm AUM increased 16.6% in 2024 , with revenue up by 17.6%. net organic growth and larger firms seeing 5.0%

Financial Planner 147

Financial Planner Charitable Planning Recruitment Clients 147

Nerd's Eye View

MAY 16, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.

Financial Planner 239

Financial Planner Financial Advice Education Taxes 239

Nerd's Eye View

APRIL 18, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that as total household financial wealth grew to a record high of $90 trillion at the end of 2024, so too did the number of households advancing up the wealth ladder, with the High-Net-Worth (HNW) category of households with (..)

Financial Planner 195

Financial Planner Risk Tolerance Estate Planning Clients 195

Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Financial Planner 182

Financial Planner CFP Retirement Financial Advisor 182

Indigo Marketing Agency

JUNE 3, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. And new leads and clients keep coming.

Financial Planner 52

Financial Planner Certified Financial Planner Marketing Marketing 52

Midstream Marketing

NOVEMBER 7, 2024

Key Highlights Learn how to improve your financial planner’s online visibility by using SEO and SEM wisely. Introduction In financial planning, it is key to know about search engine optimization (SEO) and search engine marketing (SEM). Digital marketing strategies are crucial for the success of financial planners.

Financial Planner 52

Financial Planner Engineering Financial Planning Budgeting 52

Wealth Management

JUNE 27, 2025

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. He said the application adhered to the established tenets of the CFP curriculum.

Wealth Management 159

Wealth Management Estate Planning Startup Financial Planning 159

Nerd's Eye View

JULY 14, 2025

For a financial advisor and their new client, the first year working together can be a particularly intense period, typically involving multiple in-person or virtual meetings. These touchpoints convey the ongoing value the advisor offers between meetings, particularly when clients are paying fees on a quarterly or even monthly basis.

Clients 113

Clients Communication Financial Planner Numbers 113

Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Explore several ways to get financial advisor leads. Get advice from experts about good tools and methods for lead generation in financial services. It will help you connect with potential clients looking for financial help.

Financial Advisor 52

Financial Advisor Media Clients Financial Services 52

Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Key Highlights Find new ways to get better at being a financial advisor.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. Introduction In today’s world, having a strong online presence is really important for financial advisors. It is key for the growth of your business.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. And new leads and clients keep coming.

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Indigo Marketing Agency

MARCH 19, 2025

Best Ad Practices That Work for Marketing Financial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Midstream Marketing

DECEMBER 10, 2024

By adopting these campaigns, advisors can achieve better results, connect with their target audience, and grow their business successfully. Introduction In todays challenging market, financial advisors need strong financial advisor marketing strategies. This is why video marketing works well for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

MARCH 5, 2025

Seminar Marketing for Financial Advisors Guide to Seminar Marketing for Financial Advisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financial advisor businesses spend a great deal of their marketing efforts promoting and hosting seminars.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

FEBRUARY 19, 2025

Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business In the mid-2000s, digital marketing was just one of many mediums local businesses were starting to utilize to growalong with newspaper ads, phone book ads, direct mail ads, radio and TV ads, billboards, door-to-door sales, and more.

Financial Services 59

Financial Services Financial Planner Advertising Compliance 59

International College of Financial Planning

JUNE 5, 2025

More than numbers — it’s about achieving peace of mind. And honestly, most advisors don’t get trained for that. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. What are your non-negotiables? We talk about succession, purpose, and charitable intentions.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

Midstream Marketing

DECEMBER 16, 2024

Discover the secrets of a high-impact marketing strategy, tailored specifically for financial advisors. Maximizing Data-Driven Strategies Through KPIs Data is crucial for success in financial advisor marketing. By using analytics, advisors gain insights into their target audience and measure campaign performance.

Financial Advising 52

Financial Advising Marketing Marketing Media 52

Nerd's Eye View

FEBRUARY 14, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news of a recent survey indicating that while overall client satisfaction with their financial advisors remains high at 95%, potential threats to client retention lurk beneath the surface, particularly amongst clients who experience (..)

Financial Planner 208

Financial Planner Financial Advice Estate Planning Clients 208

Your Richest Life

MAY 20, 2025

Its common for people to start avoiding their account balances or credit card statements during tough times, but getting clear on the numbers can help you feel more in control. Work with a Professional for Money Stress Contrary to popular belief, you dont have to be wealthy to work with a financial advisor.

Management 52

Management Certified Financial Planner Financial Planning Planning 52

Hubly

JULY 15, 2025

When advisors or staff retype client details under time pressure, typos are inevitable. A misspelled name or transposed account number can halt onboarding and require clients to repeat steps they thought were finished. Related Blog Posts How Can Advisors Stay Current With New Technology? Where do you stand in terms of adoption?

Compliance 52

Compliance Accounting Clients Communication 52

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Yardley Wealth Management

OCTOBER 15, 2024

Stick with me, and I’ll break it down in a way that’s fun, easy to understand, and might even have you feeling like the financial planner of a Hollywood child star! Starting early allows their money to grow over time, turning them into financial superstars—even if their biggest role to date is raking leaves.

Taxes 52

Taxes Financial Planner Wealth Management Retirement 52

Nerd's Eye View

FEBRUARY 7, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year.

Financial Planner 241

Financial Planner CFP Financial Planning Retirement 241

Indigo Marketing Agency

JUNE 10, 2025

ChatGPT for Financial Advisors: 5 Ways to Get Found on All the AI Tools Could ChatGPT for financial advisors be the new search engine frontier? That’s exactly what’s happening for a fast-growing number of financial advisors in AI searches today. Imagine you’re craving the perfect sandwich.

Financial Advisor 64

Financial Advisor Fee Only Retirement Planning Clients 64

Nerd's Eye View

APRIL 4, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that President Trump's tariff announcement on Wednesday and the subsequent market decline have led many financial advisors to reassure clients that they are implementing their pre-determined plans for such circumstances.

Financial Planner 217

Financial Planner Communication Clients Taxes 217

The Big Picture

MAY 13, 2025

So I had oversight of our 420 plus the number’s probably even greater now, first mutual funds and increasingly ETFs. 00:08:27 [Speaker Changed] And, and a lot of people don’t realize because, you know, Vanguard and BlackRock are synonymous with broad indexing, but am I getting the numbers right?

Clients 130

Clients Investing Investments Management 130

Nerd's Eye View

NOVEMBER 8, 2024

strengthened rules related to custody and outsourcing) and broader regulatory efforts put forth by the Biden administration that could also affect advisory firms (e.g., Read More.

Financial Planner 189

Financial Planner Compliance Communication Clients 189

Nerd's Eye View

DECEMBER 6, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that President-elect Trump plans to nominate former Securities and Exchange Commission (SEC) Commissioner Paul Atkins as the next SEC chair, replacing Gary Gensler.

Financial Planner 246

Financial Planner Insurance Coverage Commission Financial Advisor 246

Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

Financial Planner 246

Financial Planner Compliance Fee Only Communication 246

Nerd's Eye View

AUGUST 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has issued a new bulletin clarifying the responsibilities of brokers under Regulation Best Interest (Reg BI). Enjoy the ‘light’ reading!

Financial Planner 246

Financial Planner Compliance Insurance Retirement Planning 246

Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How individuals can best harness their willpower to achieve their biggest goals. Read More.

Financial Planner 247

Financial Planner CFP Retirement Planning Financial Advisor 247