Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 195

Financial Planner Certification CFP Financial Advice 195

Nerd's Eye View

SEPTEMBER 6, 2022

Welcome back to the 297th episode of the Financial Advisor Success Podcast ! Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. My guest on today's podcast is Andy Panko.

Tax Planning 246

Tax Planning Financial Advisor Financial Planner Retirement 246

Nerd's Eye View

JULY 12, 2022

Welcome back to the 289th episode of the Financial Advisor Success Podcast ! Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households. My guest on today's podcast is Kamila Elliott.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Nerd's Eye View

DECEMBER 19, 2023

Welcome to the 364th episode of the Financial Advisor Success Podcast ! Ted is the founder of JTPD Partners, a consulting firm based in Atlanta, Georgia, that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. Welcome everyone! My guest on today's podcast is Ted Jenkin.

Financial Advisor 174

Financial Advisor Consulting Marketing Marketing 174

Nerd's Eye View

AUGUST 19, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.

Financial Planner 191

Financial Planner CFP Clients Planning 191

Million Dollar Round Table (MDRT)

MARCH 10, 2024

Dipp Metzger, CFP, MSFS In working with the affluent — clients with a net worth between $5 million to $250 million — I’ve found they value simplicity, especially when they have complex financial planning issues. So, this is an area where I can bring value by simplifying their plans.

Clients 85

Clients Financial Planning CFP Planning 85

Nerd's Eye View

SEPTEMBER 12, 2022

For many financial advisors, choosing their profession was based on a genuine desire to help others achieve their financial goals. This inevitably leads to unsatisfying (and even unprofitable) client relationships and resentment for the sales process itself, making it harder to serve the firm’s full client base.

Sales 162

Sales Clients Financial Advisor Financial Planning 162

Nerd's Eye View

FEBRUARY 9, 2023

For many financial advisors, setting asset minimums helps ensure that their firm can generate enough revenue to maintain business costs and compensate the advisor appropriately. This would help prospects searching for an advisor online to self-select themselves out from firms whose asset minimums may not apply to them.

Financial Advisor 188

Financial Advisor Communication Assets Financial Planning 188

Nerd's Eye View

SEPTEMBER 13, 2023

Instead, advisors can take a more direct approach in introducing the next steps to becoming a client during a discovery meeting to keep the momentum going and potentially increase the chances that the prospect will become a client.

Financial Planning 223

Financial Planning Sales Planning Financial Advisor 223

Nerd's Eye View

AUGUST 10, 2022

When financial planning clients think about their future, they might imagine a relaxing retirement, world travel, or other pleasant experiences. And using this perspective, advisors can add value for clients by helping them prioritize their goals and explore whether their current behaviors match their desired outcomes.

Clients 165

Clients Planning Management Financial Planning 165

Nerd's Eye View

JULY 24, 2023

As a financial advisor, there are many potential sources of advice on running a practice and serving clients, from fellow advisors to coaches to academic researchers and others. One of the important questions for these athletes is the amount of time they should rest between sets of exercise to promote maximum muscle growth.

Management 216

Management Financial Advisor Clients Planning 216

Nerd's Eye View

FEBRUARY 19, 2024

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. A continual thread through the conference was the ongoing effort to build a truly cohesive tech stack.

Consulting 172

Consulting Financial Advice Engineering Financial Advisor 172

Nerd's Eye View

AUGUST 19, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.

Financial Planner 189

Financial Planner CFP Clients Planning 189

Nerd's Eye View

OCTOBER 18, 2022

Welcome back to the 303rd episode of the Financial Advisor Success Podcast ! equivalent of nearly $60 million in assets under management for 115 client households. My guest on today's podcast is Louis van der Merwe.

Financial Planning 130

Financial Planning Planning Management Investing 130

Nerd's Eye View

OCTOBER 31, 2022

While many financial advisors may have focused primarily on portfolio management at one time, the evolution of the financial planning profession has opened up an ever-growing number of services that advisors now offer to their clients on a regular basis.

Clients 130

Clients Insurance Coverage Portfolio Management Financial Advisor 130

Carson Wealth

MARCH 28, 2024

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA. This is an ideal time to call in the pros.

Retirement Planning 142

Retirement Planning Retirement Planning Taxes 142

Nerd's Eye View

AUGUST 8, 2022

Good marketing based on using impactful messages for consumers is a foundational element for many types of businesses that allows companies to define and convey their unique value. These needs can be determined by interviewing current clients who the firm considers to be 'ideal' target clients in order to learn about their priorities.

Consulting 179

Consulting Communication Clients Financial Advisor 179

Nerd's Eye View

NOVEMBER 18, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that AdvisorTech giant Envestnet has announced a partnership with New Zealand-based FNZ that will allow Envestnet to offer custodial services to advisors beginning in the second half of 2023.

Financial Planner 181

Financial Planner Tax Planning CFP Taxes 181

Nerd's Eye View

AUGUST 8, 2022

Good marketing based on using impactful messages for consumers is a foundational element for many types of businesses that allows companies to define and convey their unique value. These needs can be determined by interviewing current clients who the firm considers to be 'ideal' target clients in order to learn about their priorities.

Marketing 165

Marketing Marketing Consulting Communication 165

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

Education 174

Education Financial Planning Estate Planning CFP 174

Nerd's Eye View

JULY 26, 2022

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. My guest on today's podcast is Amy Irvine.

Financial Planner 221

Financial Planner Management Planning Financial Advisor 221

eMoney Advisor

FEBRUARY 16, 2023

There’s nothing quite like the flurry of excitement and activity around onboarding a new client and getting started on their financial plan. This can be a tricky time and it’s tempting to think about adding services to your practice to help the client see your value.

Financial Planning 75

Financial Planning Clients Planning Estate Planning 75

eMoney Advisor

DECEMBER 12, 2022

Broadening the reach of your financial planning services is good for the health of your business, helps your advisors become more successful, and increases the likelihood that they continue to build their careers with your firm. What are Home Offices Doing Today to Support Financial Planning at the Firm Level?

Planning 82

Planning Certified Financial Planner Financial Planning Education 82

eMoney Advisor

NOVEMBER 14, 2022

Financial professionals are forever searching for better ways to serve clients and grow their businesses. Our research shows that advisors who adopt a planning-led approach are able to offer more complex plans to more people—and charge a premium for those plans. They experience better planning outcomes.

Financial Planning 88

Financial Planning Clients Planning License 88

Tobias Financial

OCTOBER 6, 2022

Alex attributes her inspiration that guided her toward financial planning to acting. The idea of acting is to tell a story and at Tobias Financial Advisors, Alex wants to help others tell their stories. She likens the moment she meets a client to meeting a character in a play.

Financial Advisor 98

Financial Advisor Clients Financial Planning Planning 98

eMoney Advisor

APRIL 4, 2023

As a financial professional, you are likely aware of what the media is calling the Great Wealth Transfer—where $84 trillion is set to be passed to younger generations over the next two decades. 1 But have you been putting any effort into ensuring you will continue to work with the heirs of this wealth when your older clients hand it over?

Education 97

Education Financial Advisor Clients Planning 97

eMoney Advisor

DECEMBER 21, 2022

Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. Whereas cash flow-based financial planning involves a precise approach to meeting goals based on the money flowing into and out of a household every month.

Financial Planning 76

Financial Planning Planning Budgeting Clients 76

Indigo Marketing Agency

APRIL 28, 2023

Just for fun, let’s take a look at some real-life terrible headlines: “I love 401(k) plans!” Who do you sell 401(k) plans to? Unfortunately, this is the most common headline I see for advisors. Unfortunately, people do not care about what you do, they care about how you may be able to help them. President at Jones, Inc.”

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Consulting 130

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. To successfully make a move to a more holistic service offering, advisors must gain an understanding of the value clients seek in their services.

Financial Planning 78

Financial Planning Planning Wealth Management Clients 78

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

eMoney Advisor

FEBRUARY 21, 2023

As a financial professional, would your clients be able to answer this question: What is your money for? A great way to help your clients live their best life is to help them pinpoint sources of meaning and pursue a plan that’s in alignment with those sources of meaning.

Clients 86

Clients Retirement Planning Financial Planning 86

Indigo Marketing Agency

SEPTEMBER 6, 2022

We’re happy to announce that Indigo Marketing Agency was featured in Bob Veres’s August 2022 issue of Inside Information , a go-to resource for financial planning, financial advisor, and investment advisor professionals. Why Are Testimonials Important for Financial Advisors? The same is true for financial advice.

Marketing 97

Marketing Marketing Financial Advisor Compliance 97

Harness Wealth

NOVEMBER 27, 2023

Within the accounting profession, Client Accounting Services (CAS) has emerged as a pivotal offering for entrepreneurial CPAs wishing to help their clients with more than just annual tax filings. Table of Contents What are Client Accounting Services (CAS)? What are Client Accounting Services (CAS)?

Accounting 59

Accounting Clients Compliance Taxes 59

Sara Grillo

MARCH 29, 2024

Here’s how to handle a financial planning fee objection. Financial planning fees can be hard to justify Question from a subscriber: “Prospects all say my financial planning fee is too high, and try to negotiate down.” That means you have to get $5k of value out of me for it to be worth it.

Financial Planning 52

Financial Planning Planning Financial Advisor Clients 52

Indigo Marketing Agency

MAY 31, 2023

At the recent Jolt Conference , Director of Marketing Elizabeth Reider met one of our influencers, Dr. Preston Cherry , who shared the art of storytelling for financial advisors. Dr. Cherry discussed some great practices we think advisors can implement today when sitting down to meet with a current or prospective client.

Clients 100

Clients Financial Advisor Communication Marketing 100

eMoney Advisor

JANUARY 24, 2023

A financial plan should be an accurate reflection of a client’s truest vision for their future. Creating a financial plan that maps closely to a client’s values and goals requires quite a bit of work—mostly in getting to the heart of what really matters to them.

Clients 82

Clients Financial Planning Retirement Financial Planner 82

eMoney Advisor

FEBRUARY 28, 2023

It would be difficult to create a holistic financial plan for any client without a full picture of their financial lives. Account aggregation gives financial professionals—and their clients—a complete and centralized view of the client’s financial information.

Accounting 71

Accounting Financial Planning Clients Assets 71