Nerd's Eye View

APRIL 23, 2025

Once clients have had space to express their emotions and think through their concerns, they're often in a better position to hear and engage with logical information. Framing this information as a tool, rather than a correction, can reduce resistance and increase its impact.

Clients 233

Clients Marketing Marketing Financial Planning 233

Nerd's Eye View

NOVEMBER 21, 2022

However, by creating a systematic annual process to monitor and update client plans based on seasons, not only can advisors save time and work more efficiently, but they can also communicate the value of ongoing financial planning services to prospects and clients more effectively.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

Nerd's Eye View

FEBRUARY 23, 2023

The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.

Financial Planning 244

Financial Planning Planning Financial Planner Financial Advisor 244

Nerd's Eye View

APRIL 24, 2023

But by focusing on advice engagement strategies and encouraging clients to become more engaged in the planning process, advisors can help clients become more motivated to take action, which will ultimately serve to improve their planning outcomes. Read More.

Financial Planning 246

Financial Planning Clients Planning Education 246

Nerd's Eye View

MAY 22, 2023

Traditionally, financial planning internship programs have offered students who are aspiring financial planners a way to prepare for entering the workforce by gaining real-world experience in advisory firm settings (as well as a way to get their foot in the door with prospective employers).

Financial Planning 246

Financial Planning Planning Financial Planner Certification 246

WiserAdvisor

JUNE 4, 2025

The financial planning industry is constantly undergoing change. Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

Nerd's Eye View

APRIL 16, 2025

In these moments, the conversations that advisors have with their clients play a crucial role in helping clients maintain perspective, avoid emotional decisions, and stay committed to their long-term financial plans. Instead, allowing them to fully voice their fears can build trust and help them feel understood.

Clients 228

Clients Financial Planning Financial Advice Portfolio 228

The Big Picture

JANUARY 2, 2025

As much as I want you to buy HNTI, I’ll save some of you the $29 bucks with this summary: “ Have a financial plan, stay with it, manage your behavior, practice good information hygiene, and let the markets work for you over time.” I promise you will find it both entertaining and informative.

Banking 345

Banking Planning Economics Investments 345

Nerd's Eye View

NOVEMBER 27, 2024

Charitable giving is an essential aspect of many people's financial lives. Some give through established channels, such as by donating to charities or volunteer work, others may give informally to family members on a regular but less structured basis – and some simply aspire to "do more". Read More.

Clients 242

Clients Education Financial Planner Planning 242

Yardley Wealth Management

NOVEMBER 12, 2024

The post Securing Your Legacy: Financial Planning Tips for Your Children’s Future appeared first on Yardley Wealth Management, LLC. Securing Your Legacy: Financial Planning Tips for Your Children’s Future Introduction As parents, one of our greatest goals is to ensure our children’s future financial well-being.

Financial Planning 52

Financial Planning Planning Estate Planning Education 52

Nerd's Eye View

JUNE 2, 2025

Zoe Financial has announced a $29.6M To submit a request for inclusion or updates on the Financial Advisor FinTech Solutions Map and AdvisorTech Directory, please share information on the solution at the AdvisorTech Map submission form. Read More.

Financial Planning 130

Financial Planning Clients CFP Planning 130

Tobias Financial

JUNE 19, 2025

While headlines may shift with each Fed meeting, maintaining focus on long-term goals and financial fundamentals can help weather periods of uncertainty. If you have questions about how the Fed’s decision might influence your financial plan, our team is here to help you navigate what it means for your unique situation.

Financial Planning 52

Financial Planning Planning Investment Advisor Financial Advisor 52

Wealth Management

OCTOBER 29, 2024

Financial Planning and Information Services represents Hightower’s fifth investment this year and follows news last week that it will take a majority stake in NEPC, an institutional consulting firm.

Financial Planning 278

Financial Planning Consulting Planning Investments 278

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

International College of Financial Planning

MARCH 12, 2025

Final Thoughts: The Path to Financial Security Starts Today Smart financial planning isnt about giving up the things you enjoyits about making informed decisions that align with your goals. A strong financial foundation is built on conscious spending, strategic saving, and disciplined investing.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Tobias Financial

DECEMBER 20, 2024

We are proud to announce that Tobias Financial Advisors has been recognized as one of the Best RIAs (Registered Investment Adviser) to Work For by Financial Planning! At Tobias Financial Advisors, we foster an environment where employees can thrive both professionally and personally.

Financial Planning 52

Financial Planning Planning Financial Advisor CFP 52

Yardley Wealth Management

JANUARY 21, 2025

The post Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. Is Talking to a Financial Planner Worth It? Exploring the Benefits of Professional Financial Advice Introduction “Is talking to a financial planner worth it?”

Financial Planner 52

Financial Planner Financial Planning Planning Retirement Planning 52

Yardley Wealth Management

AUGUST 20, 2024

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors.

Financial Planning 40

Financial Planning Planning Risk Tolerance Marketing 40

Nerd's Eye View

NOVEMBER 29, 2023

The traditional way that most financial planning has been offered was for an advisor to create "The Plan": a comprehensive document outlining a client's financial strategy that was delivered either on a one-time basis or updated annually.

Planning 246

Planning Financial Planning Clients Communication 246

Nerd's Eye View

JUNE 28, 2023

One of the key steps in the financial planning process is presenting the plan to the client, which has traditionally been done as part of a single 'plan presentation' meeting that takes place once the advisor has gathered and analyzed all of the client's data.

Planning 246

Planning Clients Financial Planning Education 246

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.

Clients 130

Clients Planning Financial Planner Financial Planning 130

The Big Picture

MARCH 18, 2025

It is about the art of using imperfect information to make probabilistic assessments about an inherently unknowable future. Create a financial plan (then stick to it). How can we re-engineer our media consumption to make it more useful to our needs? Good Advice : 10. This is the best advice I can offer : A. Index (mostly).

Investments 317

Investments Investing Math Media 317

Wealth Management

JUNE 20, 2025

Advisors can customize the application to convey pretty much any type of data or information clients or prospects might want. The other competitors in this year’s demos included Addepar , Altrata , BILL , Encorestate Plans , GReminders , MileMarker , Mili AI , Wealthfeed , Zeplyn and Zocks.

Wealth Management 200

Wealth Management Management Financial Advisor Clients 200

Nerd's Eye View

JUNE 6, 2023

Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 million users.

Assets 246

Assets Financial Advisor Financial Planning Insurance 246

Nerd's Eye View

AUGUST 29, 2023

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.

Planning 245

Planning Clients Financial Planning Financial Advisor 245

Tobias Financial

OCTOBER 12, 2023

We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites. The post Financial Planning for the Latino Community appeared first on www.tobiasfinancial.com.

Financial Planning 98

Financial Planning Planning Wealth Accumulation Strategic Planning 98

Nerd's Eye View

OCTOBER 24, 2023

Welcome to the 356th episode of the Financial Advisor Success Podcast ! Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households.

Financial Advisor 246

Financial Advisor Financial Planning Planning Clients 246

Nerd's Eye View

OCTOBER 20, 2022

And though clients may mean well, making changes to investments based on political events is often not a good idea for the long-term health of their financial plans, as well-designed portfolios are designed to safeguard against market turbulence that might result from those events.

Portfolio 246

Portfolio Clients Financial Planning Communication 246

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 99

Financial Planning Planning Budgeting Insurance 99

Nerd's Eye View

MARCH 20, 2024

Monte Carlo simulations have become a central method of conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs. However, the results of these simulations generally don't account for potential adjustments that could be made along the way (e.g.,

Communication 246

Communication Clients Risk Tolerance Financial Planning 246

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients 246

Clients Financial Planning Financial Planner Communication 246

Nerd's Eye View

APRIL 17, 2023

New client growth is the lifeblood of financial planning firms and there are myriad strategies for attracting qualified prospects, but many of these come with a hard-dollar or time cost for the firm.

Financial Planning 246

Financial Planning Clients Planning Marketing 246

Nerd's Eye View

FEBRUARY 9, 2023

A simple way for advisors to educate prospects about asset minimums is to include the information on their firm’s website. Importantly, even though a working relationship may not make sense, advisors can still offer to help the prospect move forward with their financial planning needs.

Assets 246

Assets Communication Financial Planning Financial Advisor 246

The Big Picture

MAY 5, 2023

The problem is not how good or bad their track records are (they tend toward mediocre); rather it is our failure to use these tools properly, consistent with an inherently unknowable future always subject to new data and information that changes those probabilities. The odds change constantly as new information gets incorporated.

Economics 363

Economics Financial Planning Manufacturing Numbers 363

Nerd's Eye View

AUGUST 1, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Catchlight offers up a new system that scans information about prospects online to determine which ones are ‘qualified’ and worth pursuing further.

Financial Planning 246

Financial Planning Financial Advisor Commission Planning 246

Nerd's Eye View

MAY 15, 2023

But in reality, none of these advances meant the end for the advice industry; rather, they often made financial advisors more productive by increasing their efficiency with back-office tasks from producing financial planning calculations more quickly and accurately to being able to serve more clients across the country.

Financial Planning 246

Financial Planning Financial Advisor Financial Advice Clients 246

Tobias Financial

JUNE 16, 2025

In contrast, your financial life often lacks such clear signals. Yet just like your vehicle, your financial plan benefits from regular maintenance and timely adjustments. At Tobias Financial Advisors, we view financial planning as an ongoing process designed to evolve with your life.

Planning 52

Planning Engineering Financial Planning Financial Advisor 52