Nerd's Eye View

FEBRUARY 23, 2023

The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.

Financial Planning 187

Financial Planning Planning Financial Planner Financial Advisor 187

Nerd's Eye View

MARCH 7, 2024

For many financial advisors, the traditional way of doing business has generally been based on a transaction-based service model involving functional solutions to clients' practical problems. Advisors seeking to market these higher-tier services (e.g.,

Financial Planning 130

Financial Planning Planning Marketing Marketing 130

Nerd's Eye View

JULY 19, 2022

Welcome back to the 290th episode of the Financial Advisor Success Podcast ! Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. Read More.

Financial Advisor 237

Financial Advisor Clients Financial Planning Insurance 237

Million Dollar Round Table (MDRT)

OCTOBER 8, 2023

CLU Being a multigenerational financial advisor has multiple advantages for advisors and their clients. For the financial advisor, you become the go-to person for clients and their families. You’re like their human resources person and chief financial officer for many aspects of your clients’ lives.

Financial Advisor 84

Financial Advisor Financial Planning Clients Planning 84

Nerd's Eye View

APRIL 24, 2023

Financial advisors will sometimes talk about ‘bad’ clients who don’t act on the advice being provided. Client engagement in the financial planning process is not a clear-cut binary characteristic; rather, it can fall onto a dynamic spectrum of engagement levels. Read More.

Financial Planning 221

Financial Planning Clients Planning Education 221

Nerd's Eye View

OCTOBER 17, 2023

Welcome back to the 355th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brad Arends. Read More.

Financial Planning 130

Financial Planning Planning Wealth Management Retirement Planning 130

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 232

Tax Planning Compliance Taxes Financial Advisor 232

Integrity Financial Planning

NOVEMBER 28, 2023

Working with a financial advisor is a big deal. In the same way a good doctor may know key aspects of your personal health, a good financial advisor will know the crucial aspects of your financial situation–all to help you improve your financial health and retirement longevity.

Financial Advisor 82

Financial Advisor Financial Planning Retirement Planning 82

XY Planning Network

JANUARY 22, 2024

EXCLUSIVE XYPN LIVE CONTENT Whether you embrace the technical side of marketing with both arms or at arm's length, the fact remains: leveraging it in your RIA marketing plan will bring you long-term gains.

Financial Planning 83

Financial Planning Fee Only Planning Engineering 83

Carson Wealth

APRIL 25, 2024

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.

Financial Planning 52

Financial Planning Planning Retirement Insurance Coverage 52

AdvicePay

OCTOBER 31, 2023

As Halloween night approaches with its haunted houses, creepy costumes, and ghoulish tales, you might be tempted to join in on the spirit of giving away financial planning for free. However, before you embrace the idea of giving away your expertise like candy on Halloween night, it's crucial to consider the potential consequences.

Financial Planning 80

Financial Planning Planning Financial Advisor Sales 80

Nerd's Eye View

SEPTEMBER 13, 2023

In particular, financial advisors who offer ongoing services to clients can focus on 3 key areas that are unique to service-based sales as part of a successful sales strategy.

Financial Planning 235

Financial Planning Sales Planning Financial Advisor 235

Sara Grillo

MARCH 29, 2024

Here’s how to handle a financial planning fee objection. Financial planning fees can be hard to justify Question from a subscriber: “Prospects all say my financial planning fee is too high, and try to negotiate down.” Sara G The post Prospects keep saying my financial planning fee is too high!

Financial Planning 52

Financial Planning Planning Financial Advisor Clients 52

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. Though many potentially valid criticisms of this process tend to concern technical details (e.g.,

Financial Planning 242

Financial Planning Planning Financial Advice Clients 242

International College of Financial Planning

DECEMBER 4, 2023

In the ever-changing finance sector, the significance of a financial advisor cannot be overstated. As financial markets grow more intricate and client needs to diversify, particularly in India, the focus on a financial advisor’s qualifications have intensified. In India, this landscape is evolving.

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

Sara Grillo

APRIL 5, 2024

Question from a subscriber: “I’d like to be funny but being a financial advisor is a serious job. But there are certain stages in the process of earning a client’s trust where a leeeetle financial advisor humor can be a huge asset. Ready to evoke some financial advisor humor? Yaaaaaah. #2

Financial Advisor 52

Financial Advisor Media CFP Education 52

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

WiserAdvisor

APRIL 12, 2024

The role of a financial advisor is indispensable in today’s world. These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. How to determine a good financial advisor-to-client ratio?

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

International College of Financial Planning

DECEMBER 23, 2023

A financial advisor is a pivotal figure in the realm of investments and financial decision-making. These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am a CFA® charterholder and financial advisor marketing consultant.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Indigo Marketing Agency

APRIL 2, 2024

How can financial advisors effectively segment their email lists for targeted campaigns? Then each targeted group could receive semi-personalized content that resonates with each of their financial planning needs. What are the key elements of a successful email campaign for financial advisors?

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Prosperity Coaching

SEPTEMBER 26, 2022

Financial planning and investment management are not products that can be bought at the supermarket. Yet financial advisors often fail to sell the value of financial planning and the benefits of working with them, […]. They don’t help alleviate hunger. They don’t quench thirst.

Financial Planning 88

Financial Planning Planning Financial Advisor Management 88

Nerd's Eye View

OCTOBER 18, 2022

Welcome back to the 303rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Louis van der Merwe. Louis is the Director of WealthUp, an independent advice practice based in Cape Town, South Africa, that oversees the U.S.

Financial Planning 130

Financial Planning Planning Management Investing 130

Nerd's Eye View

JULY 18, 2023

Welcome back to the 342nd episode of the Financial Advisor Success Podcast ! Nancy is the Founder and CEO of Smarter Divorce Solutions, a consulting firm based in Phoenix, Arizona that provides financial expertise to individuals and couples (and sometimes, mediators and attorneys) going through the divorce process. Read More.

Financial Planning 158

Financial Planning Planning Financial Advisor Financial Planner 158

Carson Wealth

FEBRUARY 27, 2024

By Erin Wood, CFP ® , Senior Vice President, Financial Planning and Advanced Solutions, Carson Group      Do I need a financial advisor? Not that many years ago, if you wanted financial advice, your choices were limited. The post Do I Need a Financial Advisor? Read the full article on HerMoney.

Financial Advisor 52

Financial Advisor Financial Advice CFP Financial Planning 52

WiserAdvisor

SEPTEMBER 1, 2022

If you are thinking about why you should continue meeting with your financial advisor, you have already taken a big step toward securing your financial future – you have engaged the services of a professional. Now, how often you need to meet with your advisor depends on the degree of help needed by you.

Financial Advisor 98

Financial Advisor Budgeting Financial Planning Retirement 98

Indigo Marketing Agency

FEBRUARY 24, 2024

Huge portions of the internet population are increasingly looking online for financial guidance. That means the right digital marketing for financial advisors can be the rocket fuel that propels unparalleled success. The goal is to establish your firm as a trusted thought leader in the financial advisor space.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Guidance 52

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. Previous research by Derek Tharp et al.

CFP 130

CFP Financial Advisor Ethics Certification 130

Nerd's Eye View

FEBRUARY 27, 2023

Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. Previous research by Derek Tharp et al.

CFP 130

CFP Financial Advisor Ethics Certification 130

Integrity Financial Planning

NOVEMBER 28, 2023

Working with a financial advisor is a big deal. In the same way a good doctor may know key aspects of your personal health, a good financial advisor will know the crucial aspects of your financial situation–all to help you improve your financial health and retirement longevity.

Financial Advisor 52

Financial Advisor Financial Planning Retirement Planning 52

eMoney Advisor

APRIL 11, 2023

Financial planning and tax planning go hand in hand. Including tax planning as part of your service provides clients a comprehensive view of their finances and helps them achieve their financial goals. Start with Document Sharing The first step is to ask your clients to share their tax documents with you.

Tax Planning 77

Tax Planning Financial Advisor Taxes Planning 77

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Financial Symmetry

JANUARY 2, 2023

Do you have a mapped-out plan for your future? Financial Planning could be the answer. The post The Importance of Financial Planning appeared first on Financial Symmetry, Inc. Do you know the best steps to take to achieve your goals?

Financial Planning 98

Financial Planning Planning Financial Advisor Retirement 98

Nerd's Eye View

JANUARY 16, 2024

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman. Read More.

Media 215

Media Financial Advisor Financial Planning Planning 215

Million Dollar Round Table (MDRT)

NOVEMBER 19, 2023

By Chee Hong Gan, ChFC, CLU If as a financial advisor you’re not growing as fast as you would like, examine your convictions. In my firm, we’ll go through a discovery process with advisors to help them clarify their convictions. A lack of clarity, both for yourself and how you articulate it to others, may be holding you back.

Financial Planning 82

Financial Planning Planning Insurance Medical 82