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Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

In the meantime, the buzz around AI continues to increase as well, less now about whether the tools will replace financial advisors (they don't), and more about how advisory firms can better leverage the technology to be more efficient in serving clients.

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11 Reasons Why People Hire Advisors (And How To Communicate That Value To Prospects)

Nerd's Eye View

Given how little time prospects spend evaluating their options, it's crucial to understand why people hire financial advisors and to communicate how their services address those drivers as clearly and effectively as possible. Financially motivated prospects, meanwhile, benefit from clarity and specificity.

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

The financial planning industry is constantly undergoing change. Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.

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#FASuccess Ep 433: When You 10X Your Advisory Firm To Over $20M Of Revenue…And Want To 10X Again, With Cameron Passmore

Nerd's Eye View

Welcome to the 433rd episode of the Financial Advisor Success Podcast ! based business and financial services conglomerate OneDigital to provide the financial backing and corporate connections to support PWL Capital in its next growth phase (including through acquisitions of its own with other like-minded firms in Canada).

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.

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#FASuccess Ep 442: Attracting $100M Per Month Of Like-Minded Clients By Being Vocal About (Divisive) Issues You’re Passionate About, With David Bahnsen

Nerd's Eye View

Welcome to the 442nd episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is David Bahnsen. David is the founder of The Bahnsen Group, an RIA based in Newport Beach, California, that oversees approximately $7.5 billion in assets under management for 1,800 client households. Read More.

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Strategies for Lead Generation for Financial Advisors

Midstream Marketing

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.