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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

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.

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Ares Launches Sports and Media Fund for Wealthy Investors

Wealth Management

is debuting a new media and entertainment fund targeting individual investors, bringing the typically exclusive world of sports investing to the retail segment. is debuting a new media and entertainment fund targeting individual investors, bringing the typically exclusive world of sports investing to the retail segment. trillion.

Media 162
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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

So far, I’ve written about AI notetaker Jump and its integration with the financial planning application RightCapital , and the AI-powered financial planning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

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.

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“Nobody Knows Anything,” Wall Street Strategist Edition

The Big Picture

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.” This has proven to be an unproductive strategy. Please pre-order a copy today!

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How Outsourcing Marketing Can Unlock Growth Potential For Advisory Firms: Key Steps For Choosing The Right Provider

Nerd's Eye View

To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development. However, with the range of potential solutions, it can be difficult to know where to begin.

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Social Media Marketing for Financial Advisors: A Masterclass

Midstream Marketing

Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. It’s key to develop a social media strategy that matches your target audience and has achievable goals. Social media and social platforms are powerful tools. What problems do they face?

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