Nerd's Eye View

MARCH 21, 2023

Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.

Financial Advice 245

Financial Advice Insurance Financial Advisor Financial Planning 245

Abnormal Returns

FEBRUARY 13, 2023

standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com) Podcasts Daniel Crosby talks with Tom Howard about behavioral finance vs. behavioral investing.

Clients 204

Clients Retirement Financial Services Taxes 204

Abnormal Returns

JUNE 20, 2023

wsj.com) FTX's legal, consulting and financial services providers are raking it in. calculatedriskblog.com) A record number of multi-family homes are under construction. (investingmotherlode.com) What the CIA can teach investors. theblock.co) Are other countries going to take crypto share from the U.S.?

Financial Advising 199

Financial Advising Financial Services Consulting Media 199

Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Nerd's Eye View

MARCH 4, 2024

This month's edition kicks off with the news that advisor lead generation platform Datalign Advisory reached nearly $15B in referred client assets (and almost $3B in actually-converted assets) in just its 2nd year of business, as advisor demand for paid leads continues to rise (especially with Datalign's flat-fee one-advisor-per-lead model)… (..)

Startup 185

Startup Wealth Management Clients Portfolio 185

Nerd's Eye View

OCTOBER 1, 2022

From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy.

Financial Planner 177

Financial Planner Retirement Planning Advertising Taxes 177

Nerd's Eye View

SEPTEMBER 4, 2023

This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – which on the one hand provides WiserAdvisor with an opportunity to jump into the business of client reviews (..)

Startup 220

Startup Financial Advisor Clients Financial Planning 220

Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

Marketing 97

Marketing Marketing Economy Government 97

The Big Picture

SEPTEMBER 14, 2022

For the bulk of this story as in most financial services stories, I will quote from a series of famous blowhards, all of whom predicted that this bull market would top out at 7500. Bobs News tracked down the original via the Internet Archive to The Weekly Standard, Volume 3, Number 31 (April 20, 1998).

Marketing 339

Marketing Marketing Financial Services Accounting 339

Million Dollar Round Table (MDRT)

DECEMBER 10, 2023

If your only goal is to make money, then you can be subject to something I know no one talks about in financial services: low self-esteem. That means five days a week commit to asking X number of people to see you. All chronic production issues are because of your behavior. That’s the No. 1 issue we face.

Financial Services 88

Financial Services Numbers Clients Management 88

NAIFA Advisor Today

MAY 3, 2023

Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023. It celebrates outstanding advisors and agents who provide quality care, adhere to ethical standards, and is not solely based on annual production numbers.

Ethics 52

Ethics Financial Services Insurance Numbers 52

Nerd's Eye View

NOVEMBER 3, 2022

Some useful metrics to help advisors understand their visitors include the number of users and visitors, where they look for information, and session length. And monitoring these metrics over time can help the advisor ensure that their messaging is truly offering a clear, meaningful, and relevant value proposition to prospects.

Management 130

Management Financial Advisor Clients Financial Services 130

Nationwide Financial

DECEMBER 8, 2022

Key Takeaways: The Financial Alliance For Racial Equity was formed to do more than just encourage firms to build diversity in their workforce. The group is also focused on attracting diverse talent who may not previously have considered a financial services career. What does it take to attract top diverse talent to your firm?

Recruitment 52

Recruitment Financial Services Certification CFP 52

MarketWatch

MAY 22, 2023

A financial services company mostly focused on investment banking and asset management, MMTec has a market cap of $66.4 MMTec is one of a number of small-cap Chinese stocks, such as Hong Kong-based financial services provider Magic Empire Global Ltd. MEGL, that have been attracting attention recently.

Financial Services 40

Financial Services Banking Numbers Assets 40

Nerd's Eye View

NOVEMBER 29, 2022

Read More.

Estate Planning 227

Estate Planning Financial Advisor Financial Services Clients 227

Trade Brains

MARCH 8, 2024

Angel One Vs Motilal Oswal The number of retail investors in India has boomed in recent years with the onset of the pandemic. This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services.

Planning 59

Planning Financial Services Retail Distribution 59

Mish Talk

NOVEMBER 7, 2022

A Morning Consult offers a First Look at Consumers' 2022 Holiday Plans Key Takeaways Financial Service: To avoid going into debt this holiday season, consumers are being smarter about budgeting in advance and are more likely to favor a BNPL approach to cover holiday expenses over opening a new credit card. Want another food suggestion?

Food 279

Food Budgeting Consulting Retail 279

MarketWatch

MARCH 17, 2023

The financial services and discount brokerage giant said Friday that it has seen “strong” inflows from clients in the past week, as it added a net $16.5 Charles Schwab Corp. SCHW looked to reassure investors amid the crisis of investor confidence in the banking sector, saying it remained “a safe port in a storm.” billion in new assets.

Assets 75

Assets Financial Services Banking Accounting 75

Steve Sanduski

JUNE 13, 2023

How digitization and commoditization of traditional financial services opens up valuable opportunities on the human side of advice. Using your tech stack to find the sweet spot between economic, biological, and time bottlenecks on the services you can provide. Note: The image of Jason was created using Midjourney AI.

Financial Planning 52

Financial Planning Planning Financial Planner Ethics 52

MarketWatch

MAY 9, 2023

The Hong Kong-based financial services provider is one of a number of small-cap Chinese stocks that have been attracting meme-like attention recently, notably TOP Financial Group Ld. The stock saw trading volume of 6.5 million shares Monday, more than double its 65-day average trading volume of 2.26 million shares.

Financial Services 40

Financial Services Numbers Marketing Marketing 40

Nationwide Financial

FEBRUARY 7, 2023

In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being. 4 Further, the U.S.

Retirement 102

Retirement Clients Education Financial Services 102

Carson Wealth

NOVEMBER 14, 2023

With $150 million in assets, Main Street Financial Group, located in Milton, Georgia, has been a steadfast presence in its community for 21 years, providing comprehensive financial services to its clients. Reinker stated, “I wanted to be part of an advisor community, not just a number.

Financial Services 52

Financial Services Wealth Advisor Clients CFP 52

Trade Brains

JANUARY 6, 2023

Market capitalization is the aggregate valuation of the company based on its current share price and the total number of outstanding stocks. Market capitalization = (Current market price of 1 share)*(total number of outstanding shares). However, the total number of outstanding shares of Maruti Suzuki is much large compared to MRF.

Marketing 98

Marketing Marketing Banking Consulting 98

Trade Brains

JANUARY 1, 2024

in February 2023 but later kept the numbers unchanged to strike a balance between inflation and growth rates. Apart from the above, some of the major events that took place in CY23 include the merger between HDFC Limited and HDFC Bank, the financial demerger of Reliance Industries Limited and Jio Financial Services Limited (JFSL), etc.

Marketing 59

Marketing Marketing Numbers Economy 59

MainStreet Financial Planning

JANUARY 31, 2024

In the vast world of financial services, it’s crucial to distinguish between legitimate businesses and those seeking to exploit unsuspecting individuals. MainStreet Financial Planning , Inc. Please also note that the name of our financial planning firm is spelled differently.

Financial Planning 52

Financial Planning Planning Tax Planning Commission 52

Carson Wealth

JANUARY 8, 2024

Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. In fact, the average annual number of jobs gained from 2010-2019 was 2.2 Another 20% gain is possible, however, as it has happened before four times.

Marketing 96

Marketing Marketing Economy Numbers 96

Nerd's Eye View

FEBRUARY 21, 2023

Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households.

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Indigo Marketing Agency

APRIL 3, 2024

SEO for financial services won’t exist for another few decades. Reagen just won his second term and “Karma Chameleon” is number 1 on the charts. You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. Imagine your life as it is now—except the year is 1984.

Financial Services 52

Financial Services Financial Advisor Advertising Engineering 52

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Indigo Marketing Agency

MARCH 21, 2024

By ranking higher in search results for relevant keywords, you increase your chances of being discovered by potential clients actively seeking financial services. Financial advisors are keen to understand the components of a successful SEO strategy. What Are the Key Elements of an Effective SEO Strategy?

Financial Advisor 89

Financial Advisor Engineering Consulting Financial Advice 89

Nerd's Eye View

NOVEMBER 1, 2022

In this episode, we talk in-depth about why Mindy attributes the success of her practice’s structure to the realization that she does not enjoy selling products or investment management (or dealing with compliance that goes with them) and could more efficiently scale with an advice-only approach to one-year financial planning engagements that (..)

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

FMG

JULY 19, 2022

According to the AARP, 45% of middle-aged Americans would rather visit the dentist than make an appointment with a financial advisor. Most people distrust financial services as an industry. Prospects don’t know how to choose a “good” financial advisor. Why is that? Some decisions can cause contention.

Financial Advisor 72

Financial Advisor Clients Financial Services Numbers 72

Carson Wealth

MARCH 4, 2024

The numbers suggest the slight near-term lift in inflation is a bump, not a new surge higher. As a percentage of the workforce, the number of workers quitting their jobs is now at 2.4%, well below where it was a year ago and even lower than it was pre-pandemic. The economy continues to appear in good shape. s consumer-driven economy.

Marketing 90

Marketing Marketing Economy Compliance 90

James Hendries

FEBRUARY 23, 2023

If you are getting ready to retire and thinking about selling your financial firm, you have to decide how much your business is worth, and it can be challenging to put a number on something you’ve been building for your whole life. Brand Identity Have you been working with clients as an individual financial professional?

Valuation 40

Valuation Retirement Financial Services Commission 40

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Carson Wealth

DECEMBER 11, 2023

Yes, the number of jobs per month is slowing, but we expect continued growth throughout next year, which should support the consumer and suggests better-than-expected economic growth. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 143

Marketing Marketing Economy Compliance 143

MainStreet Financial Planning

APRIL 21, 2023

She has over 38 years of financial services and mortgage industry experience with the last 16 exclusively in the reverse mortgage business so I knew she would educate us all a little bit more about reverse mortgages. The number of reverse mortgages has gone up because property values have gone up.

Insurance 94

Insurance Medical Financial Services Retirement 94