Nerd's Eye View

OCTOBER 30, 2023

After several years of turmoil caused by the pandemic, financial advisor 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.

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Nerd's Eye View

OCTOBER 17, 2022

In addition, we've also updated our popular "Master Conference List" of all financial advisor conferences in 2023, for both advisors looking for a wider range of events to attend (if you want to delve deeper into a particular topical area), and for vendors looking for more conferences to exhibit at!

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Nerd's Eye View

MAY 13, 2025

Welcome to the 437th episode of the Financial Advisor Success Podcast ! Ed is the president of Ed Slott And Company, a financial education company based in Rockville Centre, New York that offers seminars and newsletters for financial advisors and consumers focused primarily on IRAs. Welcome everyone! Read More.

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Financial Advisor Accounting Education Estate Planning 189

Indigo Marketing Agency

MARCH 20, 2025

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Thats where financial advisors come in! They need to hear from you.

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Financial Advisor Communication Marketing Marketing 69

Nerd's Eye View

MAY 27, 2025

Welcome to the 439th episode of the Financial Advisor Success Podcast ! What's unique about Alvin, though, is how he has grown his firm by using project management software Monday.com as a central hub for financial plan presentations and efficient client task management. Welcome everyone! Read More.

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Financial Planning Planning Management Financial Advisor 130

Nerd's Eye View

JANUARY 24, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor 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 (..)

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Nerd's Eye View

NOVEMBER 30, 2022

Which means that advisors are often left to figure out on their own how to guide their clients on tax-related matters without crossing the line into ‘Tax Advice’, which can potentially create certain liability issues for the advisor and their firm.

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Nerd's Eye View

FEBRUARY 6, 2025

The introductory meeting is a high-stakes moment for both advisors and prospects, often nerve-wracking for both sides. Advisors must decide how to present themselves, respond to questions, explain complex issues in an engaging way, and propose and explain their long-term proposition.

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Communication Clients Financial Advisor Sales 195

Nerd's Eye View

DECEMBER 3, 2024

Welcome to the 414th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Eric Franklin. Eric is the Managing Partner of Prospero Wealth, an RIA based in Seattle, Washington, that oversees $52 million in assets under management for 80 client households. Read More.

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Planning Financial Planning Financial Advisor Clients 130

Wealth Management

JUNE 11, 2025

But Here’s the Rub A comprehensive discussion along the lines suggested in the article I posted will require a lot of work by the agent, including all the data gathering, consultation with advanced planning attorneys, coordination with other advisors, presentation preparation, etc. See more from Charles L.

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Wealth Management Insurance Estate Planning Clients 162

Wealth Management

NOVEMBER 23, 2022

From books on leadership and conflict management to a novel about finance, WealthManagement.com presents the best books of 2022 for financial advisors.

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Financial Advisor Management 263

Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Explore several ways to get financial advisor 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.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

FMG

JUNE 13, 2025

An excellent financial advisor website can make all the difference in connecting with a potential client. Here are 5 standout Cetera advisor websites that highlight what makes a financial advisor site standout while bringing traffic to their site : 1.

Financial Advisor 52

Financial Advisor Wealth Advisor Education Clients 52

Million Dollar Round Table (MDRT)

JUNE 8, 2025

There is perhaps no other messaging priority for financial advisors than providing clarity to your clients and prospective clients. For many financial advisors, the explanation of what they do for a living is often an improvised and unenthusiastic version of “I provide financial security.”

Clients 92

Clients Financial Advisor Communication Insurance 92

Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. Introduction In today’s world, having a strong online presence is really important for financial advisors. It is key for the growth of your business.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Key Highlights Find new ways to get better at being a financial advisor.

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Financial Advisor Clients Media Financial Planning 52

Advisor Perspectives

MAY 28, 2025

In this article, I focus on five essential age-based milestones and life events that collectively present more than 40 million advice opportunities, enabling financial advisors to showcase their care and expertise beyond traditional investment strategies, and thus build trust and create after-tax value.

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Financial Advisor Taxes Investing Investments 75

Nerd's Eye View

NOVEMBER 21, 2023

Welcome back to the 360th episode of the Financial Advisor Success Podcast ! Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. Read More.

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Clients Financial Advisor CFP Wealth Management 246

Nerd's Eye View

APRIL 21, 2025

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it.

Retirement 130

Retirement Clients Planning Estate Planning 130

Nerd's Eye View

APRIL 21, 2025

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it.

Retirement 130

Retirement Clients Planning Estate Planning 130

Indigo Marketing Agency

FEBRUARY 19, 2025

5 Proven Marketing Strategies for Financial Advisors to Boost Client Acquisition In her classic hit song Nothing Can Come Between Us, Sade was right when she sang, Its about trust. The number-one objective financial advisors must have in their online marketing efforts is to build TRUST with their audience.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Nerd's Eye View

MAY 19, 2025

Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession.

Financial Planning 147

Financial Planning Communication Certification Planning 147

Nerd's Eye View

MARCH 12, 2025

For financial advisors, Section 351 exchanges present a potential solution for clients with high embedded gains, such as those who through the use of tax-loss harvesting have lowered their portfolios' basis to the point where it's no longer possible to harvest any losses to offset the gains realized in reallocating the portfolio.

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Indigo Marketing Agency

FEBRUARY 8, 2025

Top 7 SEO Strategies Every Financial Advisor Needs to Know to Rank Higher on Google Its true, theres more than one way to skin a cat. The cat were referring to in the case of financial advisors is leads, booked appointments , and new clients to grow your practice. Snag our SEO Checklist for Financial Advisors here!

Financial Advisor 52

Financial Advisor Engineering Clients Financial Planning 52

Nerd's Eye View

APRIL 8, 2024

As a starting point, while financial advisors tend to have a strong client retention rate (often well above 90%), data from CEG indicate that nearly 40% of business owners surveyed said they were at least somewhat likely to switch their primary financial advisor in the next 2 years.

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Financial Advisor Clients Estate Planning Planning 130

Nerd's Eye View

NOVEMBER 29, 2022

Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. Read More.

Estate Planning 246

Estate Planning Financial Advisor Clients Financial Services 246

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

Nerd's Eye View

AUGUST 9, 2022

Welcome back to the 293rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anna N’Jie-Konte. Read More.

Financial Advisor 244

Financial Advisor Financial Planning Clients Planning 244

Nerd's Eye View

APRIL 10, 2023

The 2023 Technology Tools for Today (T3) Advisor Conference, held last month in Tampa, Florida, featured a large gathering of financial advisors and representatives across the fintech industry attending the 2½-day conference.

Financial Planning 242

Financial Planning Financial Advisor Planning Consulting 242

Nerd's Eye View

JANUARY 31, 2023

Welcome back to the 318th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ali Swart. Read More.

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Clients Retail Financial Advisor Recruitment 246

Nerd's Eye View

DECEMBER 20, 2022

Welcome back to the 312th episode of the Financial Advisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. My guest on today's podcast is Emily Rassam.

Financial Advisor 246

Financial Advisor Financial Planning Planning Financial Planner 246

Nerd's Eye View

MAY 14, 2024

Welcome to the 385th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Danielle Howard. Danielle is the owner of Wealth By Design, a hybrid advisory firm based in Glenwood Springs, Colorado, that oversees about $35 million in assets under advisement for 35 client households.

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Clients Financial Planning Financial Advisor Planning 246

Prosperity Coaching

AUGUST 27, 2022

Financial advisor value propositions: A value proposition is essential for financial advisor firms to clearly communicate what they offer their ideal clients yet creating one is often a confusing process that is greatly misunderstood.

Financial Advisor 85

Financial Advisor Communication Clients Planning 85

Nerd's Eye View

DECEMBER 23, 2022

From gradually raising the RMD age to 75 to expanding opportunities to make Roth-style contributions, to increasing the annual limit for Qualified Charitable Distributions, this legislation will likely impact nearly all financial planning clients! How ‘regifting’ can help save money and reduce waste.

Financial Planner 246

Financial Planner Retirement Planning Financial Planning Budgeting 246

Indigo Marketing Agency

JULY 23, 2024

However, when it comes to the final design and layout, even the most enthusiastic financial advisors can encounter obstacles. The presentation should be simple yet engaging; authoritative, yet welcoming. Seals Financial Planning & Investments What does Seals do right?

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Financial Advisor Certified Financial Planner Retirement Clients 98

Nerd's Eye View

OCTOBER 23, 2024

This argument is particularly common in the financial independence and personal finance space, with financial educators like Ramit Sethi being a notable critic. Read More.

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Clients Financial Advice Financial Planning Financial Advisor 246

Nerd's Eye View

AUGUST 29, 2023

Welcome back to the 348th episode of the Financial Advisor Success Podcast ! Jeff is the Owner and Founder of Cypress Financial Planning, an independent RIA based in Haddon Heights, New Jersey, that oversees $275 million in assets under management for 380 client households. My guest on today's podcast is Jeff Jones.

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Planning Clients Financial Planning Financial Advisor 245