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Number 8860726. It’s this unique vantage point, and depth of knowledge and empathy, plus a natural ability to “connect the dots” that have earned Jason the trust and respect of the industry’s most sophisticated financialadvisors at one of the nation’s leading recruiting and consulting firms. Registered in England and Wales.
There is no shortage of written content available for financialadvisors 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).
Number 8860726. As a result, financialadvisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. They also make up the second biggest client base for financialadvisors after baby boomers.
Number 8860726. They showed a slight preference for ETFs or trusts, with 28% of respondents citing them, followed closely by traditional brokerage platforms (24%), centralized exchanges (21%), custodial investment platforms accessible through their financialadvisors for digital asset investment (16%) and decentralized exchanges (10%).
Welcome to the 409th episode of the FinancialAdvisor Success Podcast ! Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).
Welcome to the 412th episode of the FinancialAdvisor Success Podcast ! Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. Welcome everyone! Read More.
Number 8860726. Michael shares AssetMark’s new direction under private ownership and how they’re demystifying alternatives for advisors. Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present).
Number 8860726. Advisors can customize the application to convey pretty much any type of data or information clients or prospects might want. Most clients want to know their ‘Am I OK numbers,’ and we can show a number or a summary, that is what makes it unique,” he said. Registered in England and Wales.
Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).
Number 8860726. She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. 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.
After several years of turmoil caused by the pandemic, financialadvisor conferences seem to have found a "new [post-pandemic] normal", with events once again growing (some already surpassing their pre-pandemic highs). As a result, I am often asked for my own suggestions of what, really, are the industry's 'best' conferences to attend.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S. Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
Welcome to the 418th episode of the FinancialAdvisor Success Podcast ! Welcome everyone! My guest on today's podcast is Stacey McKinnon. Stacey is the chief operating officer of Morton Wealth, an RIA based in Calabasas, California, that oversees approximately $3 billion in assets under management for 1,300 client households.
Also in industry news this week: A survey indicates that workplace retirement plan participants with financialadvisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)
Also in industry news this week: While the estate tax exemption is slated to rise to $15 million in 2026 under Republican-proposed legislation, estate planning will remain a key topic for advisors and their clients across the wealth spectrum, from managing possible state estate tax exposure to ensuring that clients’ end-of-life preferences are (..)
Welcome to the 423rd episode of the FinancialAdvisor Success Podcast ! Cristina is the CEO of Mana Financial Life Design, an RIA based in Los Angeles, California (but works virtually with clients nationwide), that oversees approximately $70 million in assets under management for 119 client households. Welcome everyone!
As fiduciaries, financialadvisors are required to disclose any conflicts of interest that exist between themselves and their current and potential clients. But no matter the size or directness of the conflict, it still needs to be disclosed to clients, at a minimum on the advisor's Form ADV Part 2A brochure.
Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financialadvisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)
Recession Concerns & Market Volatility: How FinancialAdvisors Should Communicate With Clients As financialadvisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Thats where financialadvisors come in! They need to hear from you.
Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financialadvisors! FINNY AI, an AI-powered prospecting tool, has raised $4.2
Number 8860726. Related: Understanding the Client Retention Hurdle in RIA Sales “From LPL’s integrated and streamlined technology to the fact that they are self-clearing, everything LPL offers is with advisors in mind,” he said in a statement. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.
Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financialadvisors!
Welcome to the 441st episode of the FinancialAdvisor Success Podcast ! Leila is the founder of My RIA Lawyer, a compliance and legal services firm based in Alpharetta, Georgia, that serves RIAs, broker-dealers, and other financial services companies. Welcome everyone! My guest on today's podcast is Leila Shaver. Read More.
Notably, the new law could affect a range of advisory firm clients, with those who were subject to WEP/GPO and currently receive Social Security standing to see a bump in their benefits while individuals subject GPO who didn't file for Social Security spousal benefits (because they would have been eliminated by GPO reductions) could find that they (..)
Welcome to the 443rd episode of the FinancialAdvisor Success Podcast ! Welcome everyone! My guest on today's podcast is Griffin Kirsch. Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households. Read More.
Also in industry news this week: A recent study finds that financial advisory clients are leaving largely positive, in-depth reviews for their advisors FINRA has responded to some concerns about its proposed rule regarding outside business activities, saying that it is designed to streamline regulations and not (as has been suggested by some commenters (..)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financialadvisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)
Key Highlights A referral program helps financialadvisors grow their businesses. Introduction In the busy area of financial advisory services, getting new clients is important for success. Old marketing methods still have their place, but referral marketing is a better option for financialadvisors today.
At a high level, some of the operational challenges of the transition amount to adjusting to Schwab's way of doing things for advisors who are used to TD Ameritrade.
Number 8860726. She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. 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.
Number 8860726. In between all the fun and games, the likes of Focus Financial CEO Michael Nathanson, Rise Growth Partners founder Joe Duran, TradePMR President and CEO Robb Baldwin and others took the stage in front of an audience of 1,600 attendees, including 1,000 financialadvisors, at The Boca Raton resort in Boca Raton, Fla.
Number 8860726. The services they offer are great differentiators and help make advisors a go-to resource for navigating the intricacies of retirement income planning (which is very complex), healthcare-cost planning (a too often overlooked major expense), and as an end-of-life services guide (in the case of bQuest).
Key Highlights Find good ways to get new clients as a financialadvisor. Explore several ways to get financialadvisor 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.
Texting for financialadvisors has shifted from being a novelty to a necessary part of client communication. Advisors now meet clients where they are: on their phones. Texting for FinancialAdvisors Texting for financialadvisors is more than a time-saver. You can reach me anytime at this number.”
FinancialAdvisor Websites and the Changing SEO Landscape Staying visible online is more challenging than ever, especially for financialadvisor websites. AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financialadvisors.
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.
Number 8860726. About the Author Katie Greifeld See more from Katie Greifeld You May Also Like Celebrating outstanding achievement in support of financialadvisor success View the FInalists View the FInalists Latest news U.S. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.
Financialadvisors know that social media isnt just for posting updates; its for building connections. Social media for financialadvisors doesn’t have to be challenging let’s dive into simple ways to encourage comments on your posts. Comments dont just build numbers they build trust.
(bonddad.blogspot.com) Q1 numbers don't really capture the impact of tariffs. abnormalreturns.com) Are you a financialadvisor? Then sign up for our weekly advisor-only newsletter. gelliottmorris.com) Earlier on Abnormal Returns Personal finance links: fooling yourself.
For many financialadvisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. Yet while these tools offer mathematical metrics, they often fall short in helping clients connect the numbers to their real lives.
Why Short-Form FinancialAdvisor Video Marketing Is Fueling Growth Financialadvisor video marketing online can feel like an uphill battle. If youre looking for a clear way to rise above the noise, short-form video marketing is a powerful tool thats helping financialadvisors attract more clients and grow faster.
Also in industry news this week: NASAA this week approved model rule amendments that would restrict the use of the titles "advisor" and "adviser" by broker-dealers (and their registered representatives) who are not also dually registered as investment advisers, which, if adopted by state regulators, would largely bring state rules on this issue in (..)
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