Nerd's Eye View

NOVEMBER 4, 2022

Also in industry news this week: How an SEC review of a FINRA proposal to facilitate remote work could signal its thinking on the supervision of remote work for financial advisors more broadly. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients.

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Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

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Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. This debate went psycho at times.

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Midstream Marketing

SEPTEMBER 24, 2019

The Top 15 Financial Advisor Website Calculators You Need to Be Aware Of. As someone who has devoted a lot of time to generating predictable leads for independent financial firms over the last decade, I see a lot of people fall into the same basic trap again and again. The Power of Financial Advisor Calculators.

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Financial Advisor Retirement Planning Retirement Planning 52

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

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Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

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Gen Y Planning

NOVEMBER 1, 2022

So, how can you determine your enough number that gives you the freedom to live the life you want today and in the future? Alright, that was the fun part—now it’s time to bring some numbers into the equation. Salary, passive income, freelance work, investments, etc. Base this number on the ideal lifestyle you created above.

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WiserAdvisor

AUGUST 26, 2022

First, do you have the necessary financial acumen and knowledge to make financial decisions? Are you good with numbers, accounting, and financial planning? If yes, then DIY financial planning might be a good option for you. Plan wisely for your retirement. When to hire a financial advisor.

Management 101

Management Financial Advisor Financial Planning Retirement Planning 101

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. This is super important for anyone looking to pick a good financial advisor.

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Your Richest Life

JANUARY 16, 2024

Look at the numbers A lot of money anxiety is caused by one thing: avoidance. People know their finances aren’t where they want them to be, so instead of looking at the numbers, they avoid them. The truth is, no matter what your situation is, knowing the actual numbers is the first step in relieving money stress.

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Budgeting Financial Planner Numbers CFP 52

Carson Wealth

SEPTEMBER 19, 2022

That’s why its performance is watched so avidly throughout the day and why its closing numbers help give people a general sense of the country’s economic direction. . The S&P 500 index is weighted on market capitalization – that is, the share price times the number of shares outstanding – rather than the stock price. .

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Healthcare Economy Financial Advisor Numbers 52

WiserAdvisor

SEPTEMBER 6, 2023

Consult with a professional financial advisor who can help create a balanced strategy toward retirement planning and portfolio reviewing, ensuring both financial stability and peace of mind on your journey toward retirement. Need a financial advisor? Strive to stay informed during critical junctures.

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Accounting Retirement Asset Allocation Retirement Planning 52

Gen Y Planning

FEBRUARY 1, 2023

The average age of stressed millionaires (66) is lower than less-stressed millionaires (67) The number of investable assets between the two groups is equal ($1.75 In addition to having positive financial habits, less-stressed investors have a high-quality relationship with their financial advisor.

Financial Planning 52

Financial Planning Retirement Financial Advisor Planning 52

Sara Grillo

APRIL 10, 2023

I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” What we’ve seen in 2022 is that there were a number of hacks. So please subscribe! Thanks for reading.

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Good Financial Cents

AUGUST 11, 2022

For this pretend exercise, we’ll say that I’m netting a million dollars, and I have all of it to invest.Just so we’re clear, this is not investment advice, so don’t take it as such. Ad Online Financial Advisors are ready to provide you with quality economic planning and investment management. Ads by Money.

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Workable Wealth

JUNE 24, 2020

In bear markets, the economy tends to slow down along with a spike in unemployment numbers. . This type takes the price of all stocks in the index and divides it by the number of companies to get the index’s value. Look for Part Two of our series where we delve into types of investing strategies! . Which Is More Reliable?

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Investing Investments Marketing Marketing 52

International College of Financial Planning

OCTOBER 5, 2021

In this write up we look at the five most important elements of a Financial Advisor and the reasons it is important to have these traits to succeed in the industry. Are you exploring the career option as a Financial Advisor? Investments, tax planning, retirement planning is a dynamic field.

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Workable Wealth

JANUARY 6, 2021

While most advice encourages you to save 3 to 6 months of living expenses, you might want to increase that number if you have more debt, a family, inconsistent income, or you just want an extra cushion. When you think about a pandemic you probably don’t think about focusing on your investment plan, but that’s exactly what you should do.

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Zajac Group

AUGUST 11, 2022

Does it make sense for your total investment portfolio? However, if your gut, and/or your investment plans don’t call for buying additional employee stock shares, maybe you shouldn’t. Bear that in mind as we walk through the numbers and theories involved. In this context, smaller is “better” than bigger. How much better?

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Workable Wealth

SEPTEMBER 30, 2020

Public corporations allot a certain number of shares for sale on the stock market. In recent years, however, passive investment strategies have been more cost-effective and produced higher returns than actively managed funds which are more costly to operate. Before investing in any fund, read the prospectus. Fees to Learn.

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WiserAdvisor

DECEMBER 21, 2022

Diversification is one of the first rules of investing that most financial advisors and experts talk about. Diversification refers to investing in a wide mix of investments within a portfolio. However, in order to gain from the stocks you invest in, you must pick the right one. Between 20 and 60 stocks.

Portfolio 52

Portfolio Financial Advisor Taxes Investing 52

Sara Grillo

OCTOBER 16, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Thanks for reading.

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WiserAdvisor

APRIL 25, 2023

A financial advisor can be the right person to determine when and whether you should rebalance your 401(k) portfolio. Need a financial advisor? Compare vetted advisors matched to your specific requirements. We make it easy by matching you to vetted advisors that meet your unique needs.

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Sara Grillo

MAY 23, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

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Brown Advisory

FEBRUARY 13, 2017

Thus, their investment thinking often reflects a combination of global awareness and desire to invest sustainably. A recent study in Financial Advisor found that 90% of millennial investors want their investments to “make a positive impact on society,” notably higher than the generations immediately preceding them.

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Clients Portfolio Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

Thus, their investment thinking often reflects a combination of global awareness and desire to invest sustainably. A recent study in Financial Advisor found that 90% of millennial investors want their investments to “make a positive impact on society,” notably higher than the generations immediately preceding them.

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Clients Portfolio Planning Education 52

WiserAdvisor

FEBRUARY 12, 2024

Asset allocation is not a one-size-fits-all solution; it varies significantly among investors based on individual risk profiles, financial goals, and market conditions. Consider consulting with a professional financial advisor who can help create a personalized asset allocation strategy based on your unique needs and goals.

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Clever Girl Finance

MAY 13, 2023

With an investment portfolio, you can hopefully generate enough passive income for your retirement nest egg. If you want to invest, create an investment plan that matches your financial goals with your risk tolerance. Some of the things you can invest in include stocks, bonds, and mutual funds.

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WiserAdvisor

DECEMBER 11, 2022

You would have to make sure to be financially prepared amidst all of this chaos and the challenges that are expected to appear in the near future. If you need guidance on how to prepare your finances for 2023 and tackle recession at the same time, consider consulting with a professional financial advisor who can advise you on the same.

Financial Advisor 52

Financial Advisor Taxes Retirement Planning 52

Sara Grillo

SEPTEMBER 26, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” . I am an irreverent and fun marketing consultant for financial advisors. Get ready for a rumble, folks!

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Clever Girl Finance

JULY 24, 2023

Plans sold directly by their administering state are known as “direct-sold” plans, or you may also choose to work with a financial advisor through an “advisor-sold” plan. Advisor plans also usually have standard investment planning fees. What are the pros of a 529 plan?

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Planning Education Accounting Taxes 52

Zoe Financial

OCTOBER 12, 2023

If you do decide to invest, it may be a good idea to partner with a financial advisor who has AI-specific knowledge or can offer an actively managed AI-centric investment portfolio. Typically, it is my most speculative clients who ask about AI investment. How Does This Align with My Financial Plan?

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Portfolio Investing Investments Clients 59

Zoe Financial

OCTOBER 12, 2023

If you do decide to invest, it may be a good idea to partner with a financial advisor who has AI-specific knowledge or can offer an actively managed AI-centric investment portfolio. Typically, it is my most speculative clients who ask about AI investment. How Does This Align with My Financial Plan?

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Portfolio Investing Investments Clients 52

Good Financial Cents

SEPTEMBER 2, 2022

Whether you are hoping to start investing small amounts of money or you have a lump sum of cash to get started, you should know that investing isn’t necessarily a “set it and forget it” activity. Also remember that, like it or not, there is a real risk of losing some of your investment over the short-term.

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Investing Investments Accounting Portfolio 91

Brown Advisory

MARCH 28, 2017

Starting Points achen Tue, 03/28/2017 - 14:11 The numbers tell a clear story about the growing number of investors interested in sustainable investing. Meanwhile, four out of five financial advisors wait for investors to begin the conversation, Calvert says. That can be a mistake.

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Brown Advisory

MARCH 28, 2017

The numbers tell a clear story about the growing number of investors interested in sustainable investing. Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . Starting Points. Tue, 03/28/2017 - 14:11.

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Clever Girl Finance

MARCH 19, 2024

You should also go over the numbers. And do I have any money invested? You also want to ensure you have a basic understanding (at minimum) of any investment you make (e.g., You should also understand investment terms. For instance, I might ask myself about my money: how much debt do I have?

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