Nerd's Eye View

AUGUST 28, 2023

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.

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Financial Advisor Distribution Clients Accounting 234

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Financial Planner 241

Financial Planner CFP Financial Advisor Retirement Planning 241

Indigo Marketing Agency

FEBRUARY 24, 2024

That means the right digital marketing for financial advisors can be the rocket fuel that propels unparalleled success. Create Visibility With Marketing for Financial Advisors Building online visibility for your business should be your number-one priority. Let’s pause for a minute. Picture this. How does it work?

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Guidance 52

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

WiserAdvisor

FEBRUARY 21, 2023

Some studies also show that by 2034, the number of older adults will outnumber children. Considering the fact that the country’s population is likely to have more older people in the near future, it becomes vital to ensure the financial interests of the community are safeguarded at all costs.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Advisor Websites

NOVEMBER 10, 2022

Landing clients as a financial advisor is no easy feat in today’s world. Self-serve platforms and robo-advisors are growing rapidly , lu ring potential customers away.

Financial Advisor 98

Financial Advisor Investment Advisor Numbers Clients 98

Abnormal Returns

OCTOBER 3, 2022

Podcasts Michael Kitces talks with Joe Duran about building United Capital and his role at Goldman Sachs Personal Financial Management. kitces.com) Ted Seides talks with Matt Brown is the CEO of CAIS, the leading investment platform that connects independent financial advisors with managers in alternative strategies.

Numbers 130

Numbers Wealth Management Financial Advising Retirement 130

Don Connelly & Associates

DECEMBER 4, 2023

Almost every financial advisor starts in the same place—with a lot of time on their hands and not many clients. That’s when you realize it shouldn’t be about the number of new clients you take on; it should be about the quality. Eventually, you reach your capacity for new clients, and your revenue stops growing.

Financial Advisor 52

Financial Advisor Clients Numbers Accounting 52

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner 215

Financial Planner Commission Financial Advisor Communication 215

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

Sara Grillo

FEBRUARY 23, 2024

That is why I wrote this blog about financial advisor technology tips for those who are not the best with things computer-related. 2 Don’t forget about the free stuff There is a ton of free technology for financial advisors! The newsletter is a critical part of a financial advisor marketing plan.

Financial Advisor 52

Financial Advisor Media Assets Accounting 52

Sara Grillo

FEBRUARY 9, 2024

There are numerous ways to deal with this but in this blog I’m going to provide you with two non-blowoff-able ways for financial advisors to follow up with prospects. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

Financial Advisor 52

Financial Advisor Media Consulting Numbers 52

BlueMind

DECEMBER 21, 2022

Financial advisors, like most people, like to make last-minute New Year’s resolution. Before the end of the first quarter, many resolutions fizzle and are forgotten and life returns to what it was. But the difference between a good advisor and a great advisor is the ability to execute. Category: Productivity Tips.

Financial Advisor 98

Financial Advisor Planning Clients Numbers 98

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

Sara Grillo

JANUARY 26, 2024

If you’re about to send that financial advisor newsletter – STOP and read these tips before you click “send.” I am a CFA® charterholder and financial advisor marketing consultant. I am a CFA® charterholder and financial advisor marketing consultant. Please sign up here !

Financial Advisor 52

Financial Advisor Consulting Management Distribution 52

WiserAdvisor

AUGUST 18, 2023

When it comes to personal finance, the guidance of a financial advisor can help you in more ways than one. These experts have the necessary financial knowledge and expertise to help you make informed decisions about your money, investments, and future financial security. Financial advisors charge a fee for their services.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

WiserAdvisor

FEBRUARY 29, 2024

Working with a financial advisor can significantly enhance your chances of retiring with more wealth. According to the National Study of Millionaires, nearly 7 out of 10 millionaires attribute their success, in part, to partnering with an investment professional or financial advisor. However, there is good news.

Financial Advisor 59

Financial Advisor Retirement Asset Allocation Risk Tolerance 59

Steven J. Wilson

SEPTEMBER 16, 2022

Up to 90% of financial advisors fail in 2.5 This number is so high because the industry is full of people who are just trying to make a quick buck and are not in it for the long haul. If you want to be a successful financial advisor, you […]. The post What percentage of financial advisors are successful?

Financial Advisor 52

Financial Advisor Numbers 52

WiserAdvisor

DECEMBER 15, 2023

The assistance of a financial advisor can play a pivotal role in helping you accumulate and safeguard your earnings. Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Steven J. Wilson

SEPTEMBER 16, 2022

The number of clients a financial advisor needs to be successful varies depending on the asset level of their clientele. Generally speaking, most financial advisors need between 50 and 100 clients to be successful. The post How many clients do financial advisors need? Of course, the […].

Financial Advisor 52

Financial Advisor Clients Numbers Assets 52

Indigo Marketing Agency

NOVEMBER 7, 2023

In today’s digital age—with roughly 330,000 financial advisors in the United States alone—financial advisor websites are not just nice to have; they are a necessity , acting as one of the key differentiators between ultra-successful consultants and those who struggle to achieve their growth goals.

Financial Advisor 52

Financial Advisor Clients Consulting Marketing 52

Million Dollar Round Table (MDRT)

AUGUST 13, 2023

By Bryce Sanders Whether prospects say it or not, there are virtues they’re looking for in financial advisors to be able to trust them and then build a long-lasting relationship. Here are seven virtues most prospects are seeking in ideal advisors. The ideal advisor needs all seven virtues. Reliability.

Financial Advisor 81

Financial Advisor Clients Ethics Communication 81

FMG

JULY 19, 2022

According to the AARP, 45% of middle-aged Americans would rather visit the dentist than make an appointment with a financial advisor. Most people distrust financial services as an industry. Prospects don’t know how to choose a “good” financial advisor. Why is that? Money is emotional .

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Financial Advisor Clients Financial Services Numbers 72

Nerd's Eye View

JANUARY 31, 2024

Of the many provisions in the bill, the so-called "Death of the Stretch" arguably received the lion's share of consternation from the financial advisor community. This shift has led financial advisors to explore new strategies for mitigating the resulting tax-planning challenges.

Financial Advisor 215

Financial Advisor Estate Planning Nonprofit Taxes 215

eMoney Advisor

APRIL 4, 2023

While your clients may spend time and money to get their estate properly organized, there are additional steps financial professionals can take to help them prepare their children to receive their inheritance. 2 Begin by understanding that the challenges in managing inherited wealth are not just about the numbers.

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Education Financial Advisor Clients Planning 97

Nerd's Eye View

DECEMBER 18, 2023

As 2023 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd's Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). We recognize (and appreciate!)

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Financial Advisor Numbers 230

Nerd's Eye View

JANUARY 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news of a survey indicating that about 90% of financial advisors would switch firms based on bad technology at their current firm, and that 44% have already done so. Read More.

Financial Planner 189

Financial Planner Retirement Planning Financial Advisor Retirement 189

Nerd's Eye View

MAY 3, 2024

At the same time, the study found that potential breakaway brokers view the operational and compliance requirements of transitioning to and doing business as an RIA as a major concern, which could lead some of them to either leverage the growing number of service providers available to RIAs, or perhaps join an existing corporate RIA platform to take (..)

Financial Planner 189

Financial Planner Healthcare Retirement Financial Advisor 189

Dear Mr. Market

NOVEMBER 17, 2023

While we don’t want to broad brush the topic, we’re going to get right into it and explain 100 reasons why you or your financial advisor should not be using mutual funds versus ETFs (Exchange Traded Funds). The numbers don’t lie. Submit a form.

Financial Advisor 59

Financial Advisor Education Taxes Assets 59

Nerd's Eye View

MAY 24, 2024

And while firms will have between 18 and 24 months to comply with the amendments, adopting strong cyber hygiene practices could help firms proactively mitigate cyber risks, better protecting client data and maintaining the trust of their clients in the process. Read More.

Financial Planner 130

Financial Planner Financial Advisor Clients Consulting 130

Abnormal Returns

APRIL 10, 2024

(ritholtz.com) Christine Benz and Amy Arnott talk with Victor Haghani, co-author of "The Missing Billionaires: A Guide to Better Financial Decisions." morningstar.com) Dan Haylett talks with Eric Brotman, who is the founder and CEO of BFG Financial Advisors, about retirement as 'graduation.'

Estate Planning 209

Estate Planning Retirement Planning Retirement Taxes 209

Nerd's Eye View

APRIL 30, 2024

Welcome to the 383rd episode of the Financial Advisor Success Podcast ! Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households. Welcome everyone! My guest on today's podcast is Troy Sharpe.

Financial Advisor 191

Financial Advisor Clients Retirement Planning 191

Indigo Marketing Agency

AUGUST 23, 2023

These trendsetters now form the bulk of the global workforce, and as they ascend, they’re on the lookout for financial advisors who understand their evolving financial landscape. Beneath the surface, there are three compelling reasons why financial advisors should focus on millennials.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Financial Advice 52

Don Connelly & Associates

MAY 15, 2023

Beyond offering the technical expertise to help clients navigate the complex realm of financial planning, the most valuable service financial advisors bring to the table is helping them align the use of their resources with the things that are most important to them. The post Goal Setting: Not Just About the Numbers.

Numbers 52

Numbers Financial Planning Financial Advisor Clients 52

Nerd's Eye View

APRIL 1, 2024

Welcome to the April 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 financial advisors!

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Estate Planning Financial Advisor Clients Startup 168