Nerd's Eye View

OCTOBER 3, 2023

Welcome back to the 353rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brett Danko.

Certified Financial Planner 235

Certified Financial Planner CFP Education Financial Advisor 235

The Big Picture

NOVEMBER 13, 2023

It all goes wrong when Homer finds out from a floating pizza cat that “the NFT craze is over” The episode has been widely applauded by NFT fans and sceptics alike for successfully poking fun at a side of the crypto world that exploded a couple of years ago but has now gone very quiet. ( Just read Barbra Streisand’s new book.

Media 130

Media Assets Food Economics 130

Nerd's Eye View

SEPTEMBER 4, 2023

Welcome to the September 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 225

Startup Financial Advisor Clients Financial Planning 225

Nerd's Eye View

AUGUST 7, 2023

Welcome to the August 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, underlying trends, and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 201

Estate Planning Wealth Management Financial Advisor Planning 201

Nerd's Eye View

JULY 18, 2023

Welcome back to the 342nd episode of the Financial Advisor Success Podcast ! Nancy is the Founder and CEO of Smarter Divorce Solutions, a consulting firm based in Phoenix, Arizona that provides financial expertise to individuals and couples (and sometimes, mediators and attorneys) going through the divorce process.

Financial Planning 152

Financial Planning Planning Financial Advisor Financial Planner 152

Diamond Consultants

APRIL 16, 2024

Wirehouse advisors with no obvious or natural successor in place are especially vulnerable to the unique challenges presented by the so-called succession gap. Providing a succession plan whereby the clients can continue to be serviced with little to no interruption or friction. Cons: This is really hard to do well!

Recruitment 52

Recruitment Retirement Clients Planning 52

The Big Picture

MARCH 2, 2023

Yahoo Finance ) • World’s Rich Take Advantage as $1 Trillion Property Market Craters : Wealthy investors were the most active buyers of commercial property in 2022, a new report finds. They’ll never stop forecasting, but their recent track record should make you skeptical every time you hear somebody predicting a recession. Capital Advisors.

Electronics 271

Electronics Consulting Assets Media 271

The Big Picture

JULY 8, 2023

I decided to find out by making it. Quanta Magazine ) • Shattered Nerves, Sleepless Nights: Pickleball Noise Is Driving Everyone Nuts : The incessant pop-pop-pop of the fast-growing sport has brought on a nationwide scourge of unneighborly clashes, petitions, calls to the police and lawsuits, with no solution in sight. (

Retail 259

Retail Distribution Clients Management 259

Nerd's Eye View

DECEMBER 13, 2022

Welcome back to the 311th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Terry Parham Jr. Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households.

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

AdvicePay

OCTOBER 4, 2023

At the heart of this mission lies the superheroes of AdvicePay’s success – our exceptional Customer Support Team, aka Happiness Allies. Our Customer Support team will blow you away with their responsiveness and helpful solutions to your questions and concerns. At AdvicePay, our team has made customer satisfaction our North Star.

Clients 95

Clients Wealth Management Financial Advisor Management 95

Indigo Marketing Agency

MARCH 21, 2024

With potential clients turning to the internet to find financial advice and services, optimizing your website for search engines is crucial. Financial advisors are keen to understand the components of a successful SEO strategy. But what are some of the common questions financial advisors have when it comes to SEO?

Financial Advisor 89

Financial Advisor Engineering Consulting Financial Advice 89

Don Connelly & Associates

SEPTEMBER 4, 2023

In practice, financial advisors sometimes find themselves in the same position, having to resolve conflicts between a client’s family members or within their advisory team, where it’s essential to find win-win solutions. Disagreements about money are common among married couples.

Financial Advisor 52

Financial Advisor Clients 52

Don Connelly & Associates

SEPTEMBER 4, 2023

In practice, financial advisors sometimes find themselves in the same position, having to resolve conflicts between a client’s family members or within their advisory team, where it’s essential to find win-win solutions. Disagreements about money are common among married couples.

Financial Advisor 52

Financial Advisor Clients 52

Validea

APRIL 25, 2024

In his 2005 research paper titled “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis,” accounting professor Partha Mohanram laid out a strategy for finding promising growth stocks trading at attractive valuations. ROA and 10.7% ROA and 13.2%

Advertising 52

Advertising Investing Investments Manufacturing 52

Nerd's Eye View

JUNE 27, 2023

Welcome back to the 339th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Eric Roberge. Eric is the Founder and CEO of Beyond Your Hammock, an independent RIA based in Boston, Massachusetts, that oversees $47 million in assets under management for more than 80 client households.

Financial Advisor 143

Financial Advisor Valuation Clients Communication 143

Alpha Architect

JULY 22, 2022

One can leverage these insights to help investors find solutions that will solve their problems and put them in a better position to be successful. What's nice about this paper is that the assertions that individuals are poor investors -- and exactly why they fail to do well -- are backed by peer-reviewed research.

Financial Advisor 80

Financial Advisor Marketing Marketing 80

Nerd's Eye View

DECEMBER 6, 2022

Welcome back to the 310th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Natalie Taylor.

Clients 130

Clients Financial Advice Financial Advisor Consulting 130

Trade Brains

JANUARY 25, 2024

Inox Wind Ltd is a major player in India’s renewable energy sector, providing comprehensive solutions in wind energy. The company specializes in providing complete solutions for wind energy, including designing, manufacturing, installing, and maintaining wind turbine generators. In particular, Inox Wind Ltd.

Marketing 59

Marketing Marketing Manufacturing Commission 59

Clever Girl Finance

AUGUST 30, 2023

If you want to give this tried and true business strategy a spin, keep reading to find out how to buy a laundromat. Articles related to buying a business Discovering how to buy a laundromat could bring you financial success! A laundromat is an interesting business idea that has been around for decades. How is a laundromat valued?

Investing 93

Investing Investments Valuation Management 93

Validea

APRIL 2, 2024

The key findings of the paper are as follows: Portfolios that combine price momentum and fundamental momentum outperform portfolios based on either factor alone. Twin Momentum is a unique investing approach that combines two powerful momentum factors to identify stocks with strong potential for outperformance.

Portfolio 59

Portfolio Assets Investing Investments 59

Nationwide Financial

FEBRUARY 9, 2023

Their study found that “two-thirds of employees in white-collar jobs (67%) reported working from home either exclusively (41%) or some of the time (26%) in September” With that said, it’s important to find what works well for you as we establish more permanent work from home and hybrid work routines.

Consulting 98

Consulting Retirement Financial Advisor Accounting 98

The Big Picture

JANUARY 24, 2024

Successful investors could be looking at a big tax bill from the US government. For more info, see: Canvas Personal website LinkedIn ~~~ Find all of the previous At the Money episodes here , and in the MiB feed on Apple Podcasts , YouTube , Spotify , and Bloomberg. How can you avoid sticker shock when Uncle Sam comes knocking?

Taxes 239

Taxes Portfolio Wealth Management Management 239

Clever Girl Finance

JANUARY 9, 2023

When you look at the entirety of human history, one thread weaves its way through everything: humans are most successful when we’re working together in groups. Instead, the ideal scenario for human success is to have a person (or multiple people) who are on our path with us, such as an accountability partner.

Accounting 86

Accounting Communication Investing Investments 86

Trade Brains

FEBRUARY 24, 2024

Keep reading to find out! About Exicom Tele-Systems Limited Exicom is a power management solutions provider established in 1994. Its predominant business is the critical power solutions business. Under this segment the Company designs, manufactures, and services DC Power systems and Li-ion based energy storage solutions.

Manufacturing 59

Manufacturing Engineering Management Marketing 59

Trade Brains

JULY 13, 2023

Keep reading to find out! Netweb Technologies IPO – About The Company Netweb Technologies is one of India’s leading Indian-origin, owned and controlled OEMs in the space of high-end computing solutions (HCS) providing Supercomputing systems, data centre servers, private cloud and HCI, AI systems and enterprise workstations, and HPS solutions.

Electronics 89

Electronics Government Sales Education 89

Good Financial Cents

JANUARY 8, 2024

This skepticism is not uncommon; many assume that a free, all-in-one software solution might compromise on quality. It’s designed for entrepreneurs and businesses seeking an integrated solution for email marketing, sales funnels, website building, and more. Systeme.io However, as experienced firsthand, Systeme.io How Systeme.io

Recruitment 81

Recruitment Sales Management Marketing 81

Harness Wealth

DECEMBER 18, 2023

Table of Contents The Statistics of Burnout in Accounting Warning Signs of Burnout for CPAs Burnout Management and Prevention Techniques Harness Tax: A Platform for Success The Statistics of Burnout in Accounting Almost all tax professionals experience burnout, and it’s leading to an exodus from the accounting industry.

Accounting 52

Accounting Taxes Clients Management 52

Investment Writing

OCTOBER 4, 2022

I have some solutions to help you brainstorm. After all, many prospects do online searches to find answers to their most pressing questions. You can write blog posts spurred by insights you find in books or articles. Clone your successful blog posts. You are not alone. Write about your clients’ mistakes and problems.

Clients 117

Clients Investing Investments 117

Trade Brains

SEPTEMBER 24, 2023

ASM Technologies Vs RIR Power Electronics We will find out when the Companies were established, understand what they manufacture now, and look at where the semiconductor industry in India is heading. We will now read about both the businesses. ASM Technologies ASM Technologies Limited was established in 1992, by the Late Dr. S.

Electronics 111

Electronics Manufacturing Planning Engineering 111

Trade Brains

SEPTEMBER 20, 2023

Keep reading to find out! Organic Recycling Systems IPO Review – About The Company Incorporated in 2008, Organic Recycling Systems Limited is an engineering company focused on environmental solutions and provides waste management solutions across waste types and across the value chain. crores in March 2021 to ₹119.31

Engineering 105

Engineering Management Government License 105

WiserAdvisor

APRIL 12, 2024

Finding the right equilibrium in the financial advisor-client ratio is paramount for fostering meaningful and impactful advisor-client relationships. The role of a financial advisor is indispensable in today’s world. The time and attention they can dedicate to each client is a significant contributor to their effectiveness.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Trade Brains

AUGUST 8, 2023

TVS Supply Chain Solutions IPO Review: TVS Supply Chain Solutions Limited, part of the TVS group, is coming up with its Initial Public Offering. In this article, we will look at the TVS Supply Chain Solutions IPO Review 2023 and analyze its strengths and weaknesses. Keep reading to find out!

Transportation 52

Transportation Healthcare Wealth Management Management 52

Your Richest Life

FEBRUARY 13, 2024

Use that time as an opportunity to find solutions as a team, and get excited about what you can achieve in the future. You can find some of my ideas for the very best financial gifts you can give this Valentine’s Day here. They typically aren’t reviewing their finances over a candlelit dinner and glasses of wine.

Budgeting 52

Budgeting Financial Planner CFP Planning 52

Clever Girl Finance

OCTOBER 9, 2023

Table of contents Programs offering rent assistance for single moms Expert tip: Look into support from local and government organizations Other resources to leverage as a single mom Learn more about money as a single mom Find ways to increase your income How can I afford to live on my own as a single mom?

Food 83

Food Government Budgeting Education 83

Harness Wealth

MARCH 5, 2024

Introducing Harness for Advisors We’re proud to unveil Harness for Advisors , a comprehensive tax advisory solutions platform that seamlessly brings together advanced software, an in-house Concierge team, and a professional community, all in one place. Today, we’re proud to enter a new era. Read the full announcement in TechCrunch.

Taxes 52

Taxes Communication Clients Financial Advice 52

Good Financial Cents

JANUARY 11, 2023

You can find these jobs in financial institutions such as banks, investment banks, hedge funds, and private equity firms. I’ll also provide an overview of salary ranges and how to find a job in this field. But what exactly do these high-earning professionals do? And how much money do they make? About the Banking Industry.

Banking 95

Banking Budgeting Portfolio Management Recruitment 95

Diamond Consultants

JANUARY 10, 2023

Even if you don’t believe in the premise of a “New Year’s resolution” or find the whole notion of it to be commercial and inauthentic, it’s a good time to get your ducks in a row. With that in mind, here are 10 things financial advisors can do to set themselves up for success in 2023: Consider your succession glide path.

Recruitment 59

Recruitment Financial Advisor Compliance Retirement 59