Nerd's Eye View

JANUARY 15, 2024

For financial advisors, an ongoing client service model often means finding ways to keep clients engaged and progressing toward their goals outside of the 1 or 2 typical client review meetings each year.

Clients 191

Clients Communication Financial Advisor Wealth Management 191

Nerd's Eye View

OCTOBER 24, 2023

Welcome to the 356th episode of the Financial Advisor Success Podcast ! Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. Welcome everyone!

Financial Advisor 186

Financial Advisor Financial Planning Planning Fee Only 186

Sara Grillo

APRIL 19, 2024

One of the biggest fears that people have, when they are looking for a financial advisor, is this: “Is it truly impossible for an advisor to say wire themselves a few million dollars from a client’s account?” Do your own diligence when you are seeking financial advice. Don’t be fooled! Read it here.

Financial Advisor 95

Financial Advisor Financial Advice Accounting Compliance 95

Nerd's Eye View

APRIL 9, 2024

Welcome to the 380th episode of the Financial Advisor Success Podcast ! Andrew is the Managing Partner of Geometric Wealth Advisors, an RIA based in Washington, D.C., My guest on today's podcast is Andrew Leonard. that oversees approximately $750 million in assets under management for about 200 client households.

Financial Advisor 130

Financial Advisor Consulting Wealth Advisor Clients 130

Nerd's Eye View

JANUARY 30, 2024

Welcome back to the 370th episode of the Financial Advisor Success podcast ! My guest on today's podcast is Tim Goodwin. Tim is the founder of Goodwin Investment Advisory, an RIA based in Woodstock, Georgia, that oversees $275M in assets under management for 370 client households.

Financial Advisor 192

Financial Advisor Clients Compliance Engineering 192

Million Dollar Round Table (MDRT)

APRIL 25, 2024

By Bryce Sanders It is easy to think the financial services industry is engaged in a race to the bottom when there are ads telling people they can trade stocks “for free.” Many people — especially those who are quality clients — are willing to pay more for a trusted financial advisor they can build an enduring relationship with.

Risk Tolerance 80

Risk Tolerance Financial Advisor Asset Allocation Advertising 80

Nerd's Eye View

OCTOBER 4, 2022

Welcome back to the 301st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ramit Sethi.

Clients 208

Clients Financial Advisor Education Retirement 208

Nerd's Eye View

MARCH 21, 2023

Welcome back to the 325th episode of the Financial Advisor Success Podcast ! 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 246

Financial Advice Insurance Financial Advisor Financial Planning 246

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Financial Planner 200

Financial Planner Ethics Financial Advisor Clients 200

Abnormal Returns

JULY 31, 2023

Podcasts Jason Wenk and Dasarte Yarnway spoke with Justin Castelli of RLS Wealth about finding freedom, independence and growth. standarddeviationspod.com) Meb Faber talks with JD Gardner who is the CIO & Founder of Aptus Capital Advisors. investmentnews.com) Portfolio management How to evaluate a client's investment portfolio.

Financial Planner 196

Financial Planner Estate Planning Portfolio Management Retirement 196

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

Nerd's Eye View

MARCH 19, 2024

Welcome back to the 377th episode of the Financial Advisor Success Podcast ! Meredith is the Founder & CEO of Artisan Financial Strategies, a hybrid advisory firm based in Alpharetta, Georgia, that oversees $77M in assets under management for 120 client households. My guest on today's podcast is Meredith Moore.

Financial Advisor 169

Financial Advisor Recruitment Clients Assets 169

Nerd's Eye View

NOVEMBER 30, 2023

Financial advisors looking to increase their firm's productivity may often start by choosing either to hire more employees as a way to delegate their workload, or to implement new technology solutions to increase the efficiency of their work processes.

Math 182

Math Clients Financial Advisor Communication 182

Nerd's Eye View

FEBRUARY 23, 2023

The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.

Financial Planning 176

Financial Planning Planning Financial Planner Financial Advisor 176

Nerd's Eye View

DECEMBER 29, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the S&P 500 index is on pace to return around 24% in 2023, defying expectations that investors had early this year for weak growth and high volatility – which underscores both the unpredictability of markets in (..)

Financial Planner 213

Financial Planner Insurance Retirement Retirement Planning 213

Nerd's Eye View

APRIL 25, 2023

Welcome back to the 330th episode of the Financial Advisor Success Podcast ! Ari is Managing Partner of Values Added Financial, an independent RIA based in Washington, D.C., My guest on today's podcast is Ari Weisbard. that oversees $143 million in assets under management (AUM) for nearly 75 client households.

Management 240

Management Financial Advisor Clients Ethics 240

Nerd's Eye View

JULY 14, 2022

In recent years, many financial advisors have turned to social media as a marketing tool to connect with prospective clients. Importantly, the best way for advisors to develop narrowly targeted messaging is to determine their 'minimal viable audience'.

Media 186

Media Clients Financial Advisor Communication 186

Nerd's Eye View

JANUARY 23, 2024

Welcome back to the 369th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Michelle Ogden. Michelle is the founder of Ogden Wealth, an RIA based in Maitland, Florida, that oversees $50M in assets under management for almost 120 client households.

Financial Advisor 130

Financial Advisor Clients Management Media 130

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 151

Financial Planning Planning Financial Advisor Financial Planner 151

Nerd's Eye View

SEPTEMBER 21, 2022

There are many financial advisors who take issue with the financial advice offered by popular personal finance personalities such as Dave Ramsey. Whatever the reason, many advisors dismiss Ramsey’s guidance without considering why the advice is so popular in the first place.

Financial Planning 237

Financial Planning Planning Financial Advice Clients 237

Nerd's Eye View

FEBRUARY 21, 2023

Welcome back to the 321st episode of the Financial Advisor Success Podcast ! Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 My guest on today's podcast is Danqin Fang. billion in assets under management for nearly 400 client households.

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Nerd's Eye View

JULY 26, 2022

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine. 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.

Financial Planner 225

Financial Planner Management Planning Financial Advisor 225

Nerd's Eye View

MARCH 28, 2023

Welcome back to the 326th episode of the Financial Advisor Success Podcast ! Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results. My guest on today's podcast is Erica Pauly.

Financial Advisor 187

Financial Advisor Marketing Marketing Strategic Planning 187

Nerd's Eye View

JANUARY 25, 2023

economy predicted by many experts to slow down in the near future, many people’s thoughts have turned to the prospect of a recession. Financial advisors with clients who are worried about being laid off can play a role in alleviating those worries by helping the client regain a sense of control over their future.

Clients 169

Clients Planning Insurance Medical 169

Indigo Marketing Agency

APRIL 28, 2023

And because your entire headline appears during a search, it has an impact on whether people choose to click on your profile and learn more about you. Most people simply list their job title or company and fail to take advantage of all 120 characters. How are you different than every other wholesaler? In which industry?

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Consulting 130

The Big Picture

APRIL 5, 2023

Learn how the biggest tax preparation companies have suppressed free filling options for years. Institutional Investor ) see also How Will AI Change Investing? Will opportunities to find mispriced securities disappear? The Atlantic ) • How You Can Grab a 0% Tax Rate : The zero rate on investment income is often overlooked.

Taxes 278

Taxes Valuation Assets Media 278

The Big Picture

AUGUST 8, 2023

New York Times ) • Alternatives Have Been ‘Kryptonite’ to Alpha — At Least for Public Pensions : Richard Ennis finds public pension funds in the U.S. percent annually since the global financial crisis in 2008. percent annually since the global financial crisis in 2008. have generated negative alpha of approximately 1.2

Economy 244

Economy Financial Advisor Investing Investments 244

Carson Wealth

FEBRUARY 27, 2024

By Erin Wood, CFP ® , Senior Vice President, Financial Planning and Advanced Solutions, Carson Group      Do I need a financial advisor? Not that many years ago, if you wanted financial advice, your choices were limited. There are so many different ways to get affordable financial advice now. Not anymore.

Financial Advisor 52

Financial Advisor Financial Advice CFP Financial Planning 52

Sara Grillo

MARCH 22, 2024

” If you know how to use social media, you can become a media “movie star” for free. Follow these tips about how to get financial advisor public relations marketing for free and stop throwing away your hard-earned money on expensive agencies who don’t get results! Alright that’s all for now.

Financial Advisor 52

Financial Advisor Media Clients Marketing 52

Nerd's Eye View

FEBRUARY 7, 2023

Welcome back to the 319th episode of the Financial Advisor Success Podcast ! Jim is a Co-Founder of Motive Wealth Advisors, an independent RIA based in the suburbs of Detroit, Michigan, that oversees $250 million in assets under management for nearly 50 families. My guest on today's podcast is Jim Niedzinski.

Clients 130

Clients Management Financial Advisor Wealth Advisor 130

Clever Girl Finance

APRIL 29, 2024

When it comes to financial decisions, such as saving money and building wealth, we can all probably come up with several excuses as to why we haven’t done certain things. And everyone can likely make a long list of bad financial decisions they have made. What is the best financial decision? Can you relate?

Budgeting 64

Budgeting Planning Accounting Investing 64

Sara Grillo

JANUARY 12, 2024

It is typically pathetic – most advisors have no Google rank. Read this blog to learn the financial advisor Google tips you need to know in order to stop being invisible online, so that wealthy prospects can find you. I am a CFA® charterholder and financial advisor marketing consultant.

Financial Advisor 52

Financial Advisor Clients Consulting Media 52

Sara Grillo

MARCH 8, 2024

Question from a subscriber: “ As a solo advisor focused more on my clients, and maintaining a consistent marketing campaign is a challenge. I usually suggest having 20 people on your call list, but maybe that should be 5-10 people who are more likely to be more meaningful clients or centers-of-influence. “ Up or out.”

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

FMG

FEBRUARY 28, 2024

Financial advisors always search for new ways to enhance their content and increase their outreach. This can be done by introducing new types of content or finding additional ways to engage with their audience. It’s easy to see why advisors are taking to podcasts. It’s a phenomenon and a smart one at that.

Financial Advisor 52

Financial Advisor Wealth Management Advertising Consulting 52

Sara Grillo

MARCH 1, 2024

In this blog we discuss how to recruit financial advisors to your firm without being a slimy scum bag like everyone else is being! Question from a subscriber: “ We are stumped by bringing younger advisors into the business. How do I find talent and not waste my time sorting through a million applicants?

Recruitment 52

Recruitment Financial Advisor Media Clients 52

Nerd's Eye View

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mindy Crary.

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

Sara Grillo

MARCH 22, 2024

How do I get people to buy a copy?” How to sell a book on Amazon Go on Amazon and find someone who wrote a similar book , and sold a gazillion copies. Figure out how they did it by checking out their social media or website. . Hope these tips about how to sell a book online were useful. Thanks for reading.

Financial Advisor 52

Financial Advisor Media Clients Marketing 52