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#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra

Nerd's Eye View

Welcome to the 425th episode of the Financial Advisor Success Podcast ! Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. Welcome everyone!

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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

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#FASuccess Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth, With Jennifer des Groseilliers

Nerd's Eye View

Welcome to the 426th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Jennifer des Groseilliers. Read More.

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Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs

Wealth Management

Will More Wealth Advisors Gravitate to 401(k) Plans? Additionally, we expect that these services will create scale and efficiency for our branch teams, which can increase our financial advisors' capacity to serve more clients more completely.” at Natixis IM, said in a statement.

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Steering Clients Away From Investing Mistakes

The Big Picture

Douglas Boneparth of Bone Fide Wealth, Jennifer Li of EP Wealth Advisors, and yours truly. Source : How Next-Generation Advisors Steer Clients Away From Bad Investing Mistakes A key role of a financial advisor is to prevent clients from making rash decisions during volatile markets. Check it out here.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor?

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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.