The Big Picture

APRIL 8, 2025

And when I arrived at Merrill Lynch, it was really my first exposure to really entrepreneurial, extremely talented and aggressive financial advisors who were operating with what we in the industry call an open architecture platform, right? All the clients were getting proprietary Sanford Bernstein asset Management product.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

WiserAdvisor

JUNE 26, 2025

Work with a financial advisor to regularly review your income sources and keep your retirement plan IRMAA-resistant. Fill the pre-65 gap with a plan If you’re planning to retire before 65, health insurance becomes one of the biggest financial roadblocks. MAGI thresholds can (and often do) shift each year based on inflation.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

Diamond Consultants

JULY 22, 2025

Advisors are constantly doing mental math when weighing familiarity against the allure of freedom—and this is our attempt to lay out the case for disrupting comfort and inviting change. That may sound dramatic, but it is the truth of being an advisor at the traditional firms in 2025. Because staying where you are is easy.

Compensation Planning 52

Compensation Planning Math Education Financial Advisor 52

The Big Picture

MAY 13, 2025

00:16:36 [Speaker Changed] Yeah, I’m, I’m not gonna check your math on that, but I’ll, I’ll buy Eric saying your, your estimate there on what we’ve saved investors over time. But in the same timeframe, we were growing our financial advisor services division as well.

Clients 130

Clients Investing Investments Management 130

WiserAdvisor

JUNE 27, 2025

Outliving your savings Here’s the math: the earlier you retire, the longer your savings have to last. Unless you’ve planned a dedicated healthcare bridge (or have access to employer-sponsored retiree coverage), this cost can derail even the most detailed budget. Retiring at 55? Who will you be without your job title?

Retirement 59

Retirement Planning Retirement Planning Taxes 59

The Better Letter

MARCH 18, 2025

Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money.

Numbers 76

Numbers Marketing Marketing Medicine 76

The Big Picture

MAY 7, 2025

He was another financial advisor. I couldnt figure out where it came from; so I worked out the canonical math. ’cause you clearly don’t fit that stereotype amongst a lot of financial advisors who know doctors can be difficult. And if you understand asset allocation, you understand finance.

Asset Allocation 144

Asset Allocation Medical Assets Management 144

Abnormal Returns

APRIL 3, 2024

podcasts.apple.com) Dan Haylett talks with financial advisor Ed Combs about the relationship challenges in retirement. awealthofcommonsense.com) On the math of a 0% line of credit. Podcasts Barry Ritholtz talks with Liz Ann Sonders about how to rebalance your portfolio. realsmartica.com) Better investors make fewer decisions.

Math 262

Math Financial Advisor Retirement Banking 262

Nerd's Eye View

JUNE 21, 2024

At the same time, they also overwhelmingly recognize the value of financial advisors , not only for increasing their wealth beyond what they could have achieved on their own , but also for helping them feel more prepared and less stressed about their finances!

Financial Planner 246

Financial Planner Financial Advisor Math Taxes 246

Nerd's Eye View

FEBRUARY 21, 2023

Welcome back to the 321st episode of the Financial Advisor Success Podcast ! Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 My guest on today's podcast is Danqin Fang. billion in assets under management for nearly 400 client households. Read More.

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Sara Grillo

APRIL 11, 2023

Here are some Excel models financial advisors can use to create your Chart of Accounts. Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet. I am a CFA® charterholder and I used to be a financial advisor.

Financial Advisor 97

Financial Advisor Accounting Management Financial Planning 97

Getting Your Financial Ducks In A Row

OCTOBER 31, 2022

Even though it’s been decided that it was politically incorrect, one popular baby-boomer who is now age 63 once admitted that math is tough (Barbie, of the doll fame, who actually admitted that “Math class is tough”). There’s no shame in admitting that factor – for a lot of us, math can be very tough.

Math 144

Math Retirement Investing Investments 144

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.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Million Dollar Round Table (MDRT)

MAY 28, 2024

If you gently point this out to clients and talk about it, you’ll separate yourself from the herd of other financial advisors. For someone on the life insurance side of being a financial advisor, managing relationships is probably more important than managing money. Math has no emotion, but people do.

Retirement 95

Retirement Math Financial Advisor Clients 95

Sara Grillo

MAY 16, 2022

I’m pleased to present you with a list of low cost financial advisors! I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. List of low cost financial advisors. Measure Twice Financial.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

FMG

DECEMBER 22, 2022

The math speaks for itself- over half our population is female, yet only around 20% of financial advisors are women. The industry is suddenly scrambling to cater to women, and the way I see it, as women advisors, we’re already on the winning team. Modernize Your Website.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

Midstream Marketing

DECEMBER 5, 2019

As part of my job delivering predictable, quality leads for independent financial advisors on a regular basis, naturally a big part of my focus involves staying up-to-date on all things Google. “Are we again going to have to throw out everything we know about financial advisor SEO and essentially start from scratch?”

Financial Advisor 52

Financial Advisor Math Engineering Clients 52

The Irrelevant Investor

DECEMBER 24, 2017

By Ben Carlson I do the math, they do the physics. By Ryan Detrick Financial advisors are competing for the same 15%. Max Exuberance and a herd mentality can exist without passive management present. By Jeremy Schwartz Prudent lending was the concern in 1907; moral hazard was the concern in 2008. Parets House of charts.

Math 52

Math Financial Advisor Management Investing 52

Fortune Financial

MARCH 11, 2023

Proponents of this argument will point to a huge increase in vaping as a percentage of the nicotine revenue pool the last several years as evidence of this, yet that analysis misses a key point which is that cigarette revenues have grown in absolute terms despite the heightened competition: How exactly does this math work?

Math 52

Math Financial Advisor Numbers Marketing 52

The Better Letter

MAY 13, 2022

“Bottom line: Behavioral finance generates fascinating insights but hasn’t had much practical impact on financial advisors and their clients seeking to make better financial decisions, let alone achieve financial wellbeing.” For math, she teaches the advanced class — the top students in the school.

Math 52

Math Economics Education Marketing 52

The Big Picture

MARCH 20, 2024

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. So what I concluded was probably the best thing that you can do is find yourself Good financial advisor who could sort of serve as your wingman. The thing that advisors are able to do because of a lot of reasons, right?

Investments 157

Investments Investing Portfolio Valuation 157

Yardley Wealth Management

OCTOBER 26, 2020

I had the opportunity to share my thoughts on Social Security with Tracey Longo at Financial Advisor Magazine for her article Advisors Concerned As Covid Speeds Projected Social Security Shortfall. While there always seems to be a future funding shortfall for Social Security, it’s a political problem, not a math problem.

Wealth Management 52

Wealth Management Estate Planning Financial Planning Retirement Planning 52

Yardley Wealth Management

JULY 20, 2022

As a financial advisor, there are plenty of things I can do to work with them here: We’d go through their cash flow. The math is the easy part, but James and Pamela have never really had a conversation on what their dream will look like—or even to what extent they both share it. So—problem solved, right? Well, actually, no.

Retirement Planning 52

Retirement Planning Budgeting Retirement Wealth Management 52

Darrow Wealth Management

SEPTEMBER 7, 2023

Although the spread is still considerable, at the 22% statutory withholding rate for non-qualified stock options (if under $1M), the tax due with simple hypothetical math is ‘only’ about $38,500. Financial advisor for stock options and sudden wealth Darrow Wealth Management specializes in stock options and equity compensation.

Wealth Management 85

Wealth Management Taxes Tax Planning Valuation 85

Clever Girl Finance

SEPTEMBER 11, 2023

This particular budget involves three easy steps that will help you prioritize your monthly financial commitments. And don’t worry if math isn’t your thing because we’ve included 50 30 20 budget spreadsheet ideas to help you stay on top of your budgeting strategies. Beyond that, focus on your retirement savings.

Budgeting 105

Budgeting Taxes Transportation Healthcare 105

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. We have financial advisors.

Clients 157

Clients Investing Investments Management 157

International College of Financial Planning

DECEMBER 5, 2024

If we introduce children to money management at an early age, we can help mitigate future financial anxieties and foster their overall well-being. Fostering Financial Responsibility Early On Just as we teach children subjects like math and science, financial literacy deserves a place in the school curriculum.

Education 40

Education Budgeting Math Economics 40

Good Financial Cents

SEPTEMBER 29, 2022

However, by doing a little math, you can easily determine your hourly wage from your annual salary. Unlike most jobs, which pay by the hour, annual salaries are reported as a lump sum, making it tricky to calculate how much you make per hour. 55K a Year Is How Much an Hour?

Budgeting 64

Budgeting Taxes Transportation Insurance 64

The Better Letter

MARCH 14, 2024

Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money.

Numbers 87

Numbers Medicine Math Marketing 87

The Better Letter

MARCH 16, 2023

The maths are exactly the same. These sorts of math problems are the focus of this week’s TBL. Math Problems As this TBL goes live, just 16 games and one day of the NCAA Tournament are in the books, yet my bracket is a mess. We notice the unlikelihood of 100 in a row because of the pattern. Thanks for reading. quintillion.

Math 98

Math Numbers Medicine Accounting 98

The Better Letter

DECEMBER 30, 2022

We checked the maps, did the math, and determined that, if all went well, we could drive from BWI to San Diego in about 40 hours of driving time. Financial advisors are prone to ducking telephone calls in a crisis. More than that, however, we had purchased tickets for Disneyland for everyone for Wednesday. We wanted to go!

Planning 85

Planning Communication Math Investing 85

Zajac Group

FEBRUARY 10, 2025

Behavior Finance and Your Portfolio So much of the concept of investing is about logic, math, and numbers. Talk to your financial advisor before making any investing decisions. Yet, were not robots, and every person who participates in the market is impacted at least to some degree by their human side.

Taxes 52

Taxes Risk Tolerance Portfolio Investing 52

Zajac Group

AUGUST 11, 2022

If the math suggests buying additional shares is the best bet, it may seem like a no-brainer to do so. Talk to your financial advisor before making any investing decisions. Is this something you would be comfortable with? Does it make sense for your total investment portfolio? Past performance is no guarantee of future results.

Taxes 52

Taxes Sales Numbers Investing 52

The Big Picture

JUNE 6, 2023

I’ve always thought of you as like a financial advisor, but on the show, It’s almost like you’re a therapist/counselor. It’s much deeper than math. So, what I want is for people like a symphony, you got to be able to have different instruments, not only the instrument of cost.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Good Financial Cents

APRIL 14, 2023

I’ve done this myself by creating an online course geared toward financial advisors, to help them build their online presence, so I know this strategy works. But a major in any common subject, particularly math or science, combined with above-average command of the subject matter are more important.

Accounting 91

Accounting Communication Media Investing 91

Good Financial Cents

AUGUST 10, 2023

Let’s do the math together! EXPERT TIP: If you need more help managing your money, consult with a financial advisor. In a tax-free state, your estimated tax deductions would look something like this: Federal Taxes: $8,736 Social Security and Medicare: $5,569 Net Yearly Salary $58,495 And your Net Monthly Salary?

Budgeting 52

Budgeting Taxes Numbers Management 52

Nerd's Eye View

MARCH 21, 2023

Welcome back to the 325th episode of the Financial Advisor Success Podcast ! Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.

Financial Advice 247

Financial Advice Insurance Financial Planning Financial Advisor 247