Nerd's Eye View

JANUARY 17, 2024

While it could be decades before we know those answers, at the moment, professionals across every industry, including financial advice, are working to learn how they can leverage this new and remarkable tool to make their practices more efficient.

Financial Advice 130

Financial Advice Financial Planning Planning Clients 130

Nerd's Eye View

JUNE 6, 2023

Welcome back to the 336th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Adam Holt. million users. million users.

Assets 211

Assets Financial Advisor Financial Planning Insurance 211

Nerd's Eye View

MAY 9, 2023

Welcome back to the 332nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Liz Hand. Liz is the co-owner of Pleasant Wealth, a hybrid advisory firm based in Canton, Ohio that oversees $146 million in assets under management for 522 client households.

Commission 195

Commission Planning Financial Advisor Financial Planning 195

The Big Picture

OCTOBER 26, 2022

Instead, its better to think about the world in probabilistic terms: What is more likely or less likely to occur. Instead, its better to think about the world in probabilistic terms: What is more likely or less likely to occur. My experience has been its better to rely on the individual writers you know than publications.

Economy 364

Economy Marketing Marketing 364

Abnormal Returns

JANUARY 27, 2023

tim.blog) Frederick Geischen talks with Patrick O'Shaughnessy about how he manages his many jobs. pushkin.fm) Shane Parrish talks with executive coach Carolyn Coughlin about how to become a better listener. The biz The podcasting business has gone from gold rush to mature in a couple of years.

Management 214

Management 214

Nerd's Eye View

JULY 4, 2023

Welcome back to the 340th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Melissa Joy. Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households.

Financial Advisor 203

Financial Advisor CFP Clients Assets 203

Nerd's Eye View

NOVEMBER 14, 2023

Welcome back to the 359th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Eric Miller. Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households.

Financial Planning 189

Financial Planning Clients Planning Financial Advisor 189

Nerd's Eye View

JULY 5, 2022

Welcome back to the 288th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Patrick Kilbane.

Financial Advisor 190

Financial Advisor Clients Assets Management 190

Nerd's Eye View

MAY 30, 2023

Welcome back to the 335th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Tim Wyman. Tim is a Managing Partner for the Center for Financial Planning, a hybrid advisory firm based in Southfield, Michigan, that oversees $1.5 billion in assets under management for 1,000 client households.

Financial Advisor 240

Financial Advisor Financial Planning Clients Planning 240

Nerd's Eye View

JULY 26, 2022

and how after seeing her staff reach stages of burnout while dealing with acquiring another advisor’s book of business during the early months of the pandemic, Amy intentionally stopped taking on new clients for 3 months and hired a coach to prioritize the mental health of her staff over the economic growth of her firm.

Financial Planner 225

Financial Planner Management Planning Financial Advisor 225

Nerd's Eye View

MARCH 5, 2024

Welcome back to the 375th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rob Schultz. Rob is the Senior Partner of NWF Advisory, a hybrid firm based in Los Angeles, California, where he oversees nearly $500M in assets under management for 200 client households.

Clients 130

Clients Financial Advisor Medicine Financial Planner 130

The Big Picture

OCTOBER 9, 2023

Wired ) • Why don’t you just sell all your stocks and buy ETFs, you’ll probably have better performance? Wired ) • Why don’t you just sell all your stocks and buy ETFs, you’ll probably have better performance? Vox ) • Could Steve Scalise Quell the House GOP Revolt to Become Speaker?

Medicine 141

Medicine Advertising Medical Investing 141

Nerd's Eye View

FEBRUARY 21, 2023

Welcome back to the 321st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danqin Fang. 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

Nerd's Eye View

FEBRUARY 6, 2024

Welcome everyone! Welcome to the 371st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Savir. David is the Co-Founder and CEO of Element Pointe Family Office, a Fee-Only RIA based in Miami, Florida that oversees almost $1.6 billion in assets under advisement for 50 client households.

Financial Advisor 130

Financial Advisor Clients Fee Only Planning 130

Nerd's Eye View

AUGUST 16, 2022

Welcome back to the 294th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Neel Shah.

Financial Advisor 238

Financial Advisor Estate Planning Clients Planning 238

Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Estate Planning 231

Estate Planning Financial Advisor Financial Services Clients 231

Nerd's Eye View

SEPTEMBER 13, 2022

In this episode, we talk in-depth about how Carolyn grew her career to become a leader in the financial services industry and made her mark by becoming an established executor for major broker-dealers that wanted to shift away from solely commission-based models and add advisory models, the paths that Carolyn navigated at companies like H.D.

Financial Advisor 162

Financial Advisor Financial Services Ethics Recruitment 162

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 142

Financial Advisor Valuation Clients Communication 142

Nerd's Eye View

MARCH 14, 2023

Welcome back to the 324th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Nancy Knous.

Management 130

Management Financial Advisor Clients Wealth Management 130

Nerd's Eye View

AUGUST 16, 2022

Welcome back to the 294th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Neel Shah.

Financial Advisor 243

Financial Advisor Estate Planning Clients Planning 243

Nerd's Eye View

JANUARY 10, 2023

Welcome back to the 315th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Lisa Brown.

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

The Big Picture

DECEMBER 27, 2023

TRANSCRIPT How to Sell a House It’s a seller’s market in real estate, for sure. Barry Ritholtz : Last time we talked about how to buy a house, now we’re going to discuss how to sell a house. So the seller that’s locked in on a 3 percent 30 year fixed is reluctant to become a buyer at 7.

Sales 141

Sales Numbers Marketing Marketing 141

Indigo Marketing Agency

MAY 31, 2023

Active Listening When you’re meeting with a client or prospect, it’s their turn to share; you want to connect with who they are and where they are. To that end, become a better listener; make eye contact, paraphrase what you’re hearing them communicate, and have a posture of engagement (don’t cross your arms, lean away, or avoid eye contact).

Clients 100

Clients Financial Advisor Communication Marketing 100

Validea

JULY 3, 2023

The conference brought together a diverse group of people with a common goal of understanding how narratives and media bias affect our world and overcoming them to try to identify the truth and become better citizens and investors.

Media 52

Media Financial Planner Education 52

Nerd's Eye View

JULY 18, 2023

Welcome back to the 342nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Nancy Hetrick.

Financial Planning 151

Financial Planning Planning Financial Advisor Financial Planner 151

Nerd's Eye View

JANUARY 17, 2023

Welcome back to the 316th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Matt Sonnen.

Consulting 130

Consulting Recruitment Financial Advisor Financial Planning 130

The Big Picture

FEBRUARY 21, 2023

How’s it going? If you think about what Vanguard is all about, we sit there each and every day, figuring out how do we help people retire better, put their kids through college, afford that dream home? It was at the big ETF exchange conference in Miami that was held last weekend. You’re his — BUCKLEY: Yeah.

Clients 269

Clients Investing Investments Retirement 269

Nerd's Eye View

AUGUST 9, 2022

Welcome back to the 293rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anna N’Jie-Konte.

Financial Advisor 175

Financial Advisor Financial Planning Clients Planning 175

FMG

APRIL 25, 2023

We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. It’s a crucial time in the financial industry, and they break down how you can capitalize to get the most out of your marketing. Listen here. Give the podcast a listen here.

Clients 52

Clients Financial Advisor Communication Financial Planning 52

FMG

FEBRUARY 28, 2024

In recent years, blogs and videos have become commonplace. In fact, in 2024, it’s said that there will be 509 million podcast listeners globally , with over 100 million active listeners a week in the U.S. Financial advisors always search for new ways to enhance their content and increase their outreach.

Financial Advisor 52

Financial Advisor Wealth Management Advertising Consulting 52

FMG

AUGUST 8, 2023

We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. Creating Incredible Content Marketing Assets via Advisorpedia Every piece of content that you create can be used to drive leads to your business and convert prospects to clients. Give it a listen here.

Clients 52

Clients Economy Marketing Marketing 52

FMG

MAY 9, 2023

We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. 16 Ways to Build a Better Social Media Presence via SproutSocial If you aren’t showing up in your customers’ social feeds, then you are not going to be top of mind. Learn how here.

Financial Advisor 52

Financial Advisor Media Clients Engineering 52

FMG

MAY 2, 2023

We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. 16 Ways to Build a Better Social Media Presence via SproutSocial If you aren’t showing up in your customers’ social feeds, then you are not going to be top of mind. Learn how here.

Financial Advisor 52

Financial Advisor Media Clients Engineering 52

The Big Picture

SEPTEMBER 7, 2022

You’re listening to Masters in Business on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: I’m Barry Ritholtz. My extra special guest this week is Lynn Martin. She is also chair of the fixed income and data services at ICE, Intercontinental Exchange. Lynn Martin, welcome to Bloomberg. MARTIN: It was great.

Communication 294

Communication Engineering Marketing Marketing 294

Integrity Financial Planning

DECEMBER 22, 2022

However, anyone can participate and become an art collector, and doing so can sometimes end up becoming an asset! However, anyone can participate and become an art collector, and doing so can sometimes end up becoming an asset! Perhaps you already know an artist or art piece that speaks to you. Solid or Liquid Art?

Retirement 96

Retirement Financial Planning Commission Consulting 96

Validea

SEPTEMBER 12, 2022

Readers who read investment books aren’t looking for the twists and turns of a mystery novel; they want advice and ideas on how to become better investors. That would suggest that reading all the advice contained within “How To Invest” won’t make anyone a better investor.

Investing 59

Investing Investments 59

The Richer Geek

MAY 4, 2022

Jesse brings a great deal of experience with content creation to his role at PowerFan, having signed two publishing deals on two different continents and navigated the world of becoming a bestselling author twice. Today’s guest, Jesse Krieger, is the co-founder and Chief Content Officer of PowerFan.io

Government 52

Government Sales Investing Investments 52