Nerd's Eye View

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios. Read More.

Portfolio 246

Portfolio Clients Financial Planning Communication 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 23, 2025

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals.

Clients 232

Clients Marketing Marketing Financial Advisor 232

Nerd's Eye View

APRIL 23, 2025

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals.

Clients 232

Clients Marketing Marketing Financial Advisor 232

Nerd's Eye View

JUNE 3, 2025

What's unique about Nina, though, is how she has developed a "money personality" assessment that allows her to both better understand how her clients' money behaviors might affect the financial planning process and to ensure consistent client service among the advisors at her firm.

Clients 245

Clients Risk Tolerance Financial Advisor Assets 245

Nerd's Eye View

DECEMBER 11, 2024

The good news is that CMAs can still provide a range of realistic spending limits, and, even better, most financial plans are not static one-and-done roadmaps. Market fluctuations, sequence of returns, and personal spending behaviors all create unpredictable variations that CMAs cannot fully capture. Read More.

Retirement Planning 245

Retirement Planning Retirement Planning Marketing 245

Nerd's Eye View

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

Nerd's Eye View

NOVEMBER 19, 2024

What's unique about Anjali, though, is how she has tripled her annual revenue from $250,000 to $750,000 during the past 6 years, while only adding a net of 10 client households (going from 35 to 45 clients in total), by hyperfocusing into her niches of physicians with complex tax needs and small business owners with $5M–$20M of revenue, offering (..)

Clients 244

Clients Financial Advisor Business Planning Taxes 244

Wealth Management

DECEMBER 15, 2023

Advisors are using Nebo to construct institutional quality, dynamic, real-time model portfolios that are personalized to each client, in a fraction of the time previously required.

Financial Planning 272

Financial Planning Assets Management Planning 272

The Big Picture

JANUARY 2, 2025

Not only do many investors pay attention to this guesswork, but some change their portfolios in response to them. This has proven to be an unproductive strategy. ” If you want to read more of the fun details, well, than order the book.

Banking 345

Banking Planning Economics Investing 345

Wealth Management

JANUARY 22, 2024

The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.

Asset Allocation 299

Asset Allocation Financial Planning Portfolio Assets 299

Carson Wealth

JANUARY 23, 2025

When it comes to managing your wealth and pursuing your financial goals, clarity can be key. Enter bucketing, a powerful strategy that helps simplify your financial planning by categorizing your assets into three time-based buckets: today, tomorrow, and the future. What Is Bucketing? Ready to start your bucketing journey?

Financial Planning 52

Financial Planning Planning Risk Tolerance Financial Advisor 52

The Big Picture

MARCH 18, 2025

Emotional Decision-Making : We make spontaneous decisions for reasons unrelated to our portfolios. Cognitive Deficits : You’re human unfortunately, that hurts your portfolio. Create a financial plan (then stick to it). We mix politics with investing. We behave emotionally. Good Advice : 10. Index (mostly).

Investing 317

Investing Investments Math Media 317

Nerd's Eye View

JUNE 2, 2025

This month's edition kicks off with the news that FinmateAI has announced a new integration with PreciseFP, which will allow financial planning data that's collected in advisory meetings (like balance sheet, cash flow, and savings information) to be pushed out to PreciseFP, and from there be sent on to financial planning software like eMoney and RightCapital (..)

Financial Planning 130

Financial Planning Clients CFP Planning 130

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Review Investment Allocations Markets evolve, and so should your portfolio.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

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

International College of Financial Planning

MARCH 12, 2025

What to Do Instead: Diversify your investments: A good portfolio has a mix of equities, debt, gold, and real estate. 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.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Abnormal Returns

FEBRUARY 26, 2025

ofdollarsanddata.com) Invest time in your life, not in managing your portfolio. humbledollar.com) Personal finance Two questions to ask if you need to re-prioritize your financial plan. timmaurer.com) Financial influencers are not looking out for your best interests. meaningfulmoney.life) Why we keep striving.

Asset Allocation 157

Asset Allocation Retirement Financial Planning Accounting 157

Carson Wealth

JULY 3, 2024

There are many financial professionals who are well versed in business exit strategies. There are investment solutions that help minimize the tax implication while aligning with portfolio goals. Many times, financial professional have connections to attorneys and CPA firms to get their clients the service and help they need.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

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

Random Roger's Retirement Planning

MARCH 15, 2025

You're 81 and been taking income from your portfolio for 15 years, what matters to you more, that you can continue to take what you need from your portfolio or that four year run in your mid-50's when you beat (or lagged) the market? If you're 81 and can no longer meet your income need from your portfolio, that is what matters.

Portfolio 59

Portfolio Medical Marketing Marketing 59

Abnormal Returns

APRIL 16, 2025

podcasts.apple.com) Investing If your portfolio is too risky, take less risk. contessacapitaladvisors.com) On the importance of matching your portfolio to your personality. nytimes.com) Personal finance A well-constructed financial plan doesn't need revisiting all that often.

Retirement 144

Retirement Financial Planning Accounting Portfolio 144

Abnormal Returns

FEBRUARY 4, 2024

(humbledollar.com) Are you doing these seven things that represent 'real financial planning'? allstarcharts.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. blairbellecurve.com) Why investors are pulling money from TIPS ETFs. ft.com) What happens when you stop focusing on the stock market.

Financial Planning 293

Financial Planning Accounting Portfolio Assets 293

A Wealth of Common Sense

FEBRUARY 13, 2025

Barry Ritholtz joined me on the show this week to discuss questions about timing market corrections with your savings account, how your portfolio should look heading into retirement, managing your parent’s financial plan and how to force yourself into splurging a little when you have more than enough money.

Retirement 113

Retirement Financial Planning Accounting Portfolio 113

Nerd's Eye View

OCTOBER 23, 2024

Though in practice, while a 1% AUM fee is a common 'starting point' in the industry, the actual fee structure can vary based on the firm's approach; for example, some firms may reduce the fee for high-net-worth clients, or charge an additional fee for separate and additional services (from deeper financial planning to add-ons like tax preparation).

Clients 246

Clients Financial Advice Financial Planning Financial Advisor 246

Wealth Management

APRIL 25, 2025

Howard Sharfman, Senior Managing Director at NFP Insurance Solutions joins Ryan Nauman to cover the different roles insurance can play in creating a comprehensive financial plan, the correct tax treatment of life insurance, the integration of annuities into investment portfolios and the overall impact of insurance products on financial security.

Insurance 231

Insurance Financial Planning Taxes Portfolio 231

Wealth Management

MAY 23, 2023

RIAs should already be providing more than a portfolio and financial plan, say the heads of Morningstar and Pershing X, but will need to do more to capture trillions of assets expected to transfer in the coming years.

Financial Planning 244

Financial Planning Portfolio Assets Planning 244

The Big Picture

NOVEMBER 15, 2023

The problem is those behaviors are so destructive to a portfolio. 1 We ignore the reality of human behavior, including the need for some thrills and excitement, at the peril of our portfolios. Manage all of the above toward your financial goals and plan. Merely telling people NOT to do those things is ineffective.1

Investments 344

Investments Investing Portfolio Economics 344

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

Financial Planning 246

Financial Planning Risk Tolerance Retirement Planning Planning 246

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

Retirement 246

Retirement Planning Financial Planning Risk Tolerance 246

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

Wealth Management

JUNE 20, 2025

His work has appeared in The New York Times , WealthManagement.com , Financial Planning , RIABiz , InvestmentNews , PC Magazine , numerous blogs and several books, including Technology Tools for Today's High Margin Practice. He has also been a speaker and moderator at numerous industry conferences.

Wealth Management 169

Wealth Management Management Financial Advisor Clients 169

The Big Picture

SEPTEMBER 28, 2022

What is in your control : Your Portfolio : You want to create something robust enough to withstand drawdowns and recessions; not necessarily the best possible set of assets but the ones you can live with day in and day out. Portfolio. Financial Plan. Federal Reserve. Corporate Earnings. Volatility. Interest Rates.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

Financial Planner 245

Financial Planner Certified Financial Planner Financial Planning CFP 245

Nerd's Eye View

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly.

Fee Only 246

Fee Only Portfolio Clients Planning 246

MainStreet Financial Planning

MARCH 12, 2025

This ensures you wont need to sell investments when markets are down, protecting your long-term financial plan and providing peace of mind during turbulent times. Reevaluate Your Asset Allocation If watching your investment portfolio fluctuate causes anxiety, your current allocation might be too aggressive.

Economics 87

Economics Asset Allocation Financial Planning Taxes 87