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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Nerd's Eye View

Welcome to the 419th episode of the Financial Advisor Success Podcast ! Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone! Read More.

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Why Should I Hire a Financial Advisor? 5 Benefits of Financial Advice

Carson Wealth

While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.

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Weekend Reading For Financial Planners (April 19–20)

Nerd's Eye View

Also in industry news this week: According to a recent survey, 40% of financial advisory clients would switch to an advisor who offers estate planning services, with help with specific tasks like beneficiary designations or tax strategies as the most sought-after service among respondents RIA M&A activity set a first-quarter record to start the (..)

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Adviser links: compassionate objectivity

Abnormal Returns

riabiz.com) Zocks, which is focused on advisor-client meetings, raised a Series A. citywire.com) What would an agentic AI solution look like for a financial advisor? kitces.com) Aging Older Americans have a bad sense of the risk of long-term care costs. (thinkadvisor.com) How AI startup FINNY came to be.

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How to Determine Your Client’s Risk Tolerance

BlueMind

Category: Clients Risk. Determining the client’s risk tolerance is not an exact science and requires you to communicate with your client. What Does The Word “Risk” Mean For Your Clients? That’s the simple definition, however, the financial definition has a more definitive meaning.

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Weekend Reading For Financial Planners (October 19–20)

Nerd's Eye View

Also in industry news this week: 43% of wealth management firms are frustrated with the effectiveness of their CRM software, spurred on by challenges with integrations and workflows, according to a recent survey The Social Security Administration this week announced a 2.5%

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Tune Out the Noise: The Difference an Experienced Financial Advisor Can Make

Tobias Financial

With constant headlines about market swings, economic policy changes, and financial uncertainty, its easy to feel overwhelmed. Having an experienced financial advisor by your side can help you stay grounded in your plan, even when markets feel anything but steady. Your financial plan is designed for the long term.