Nerd's Eye View

MARCH 12, 2024

Welcome back to the 376th episode of the Financial Advisor Success Podcast ! Eric is the Founder & CEO of Abundo Wealth, an Advice-Only RIA based in Minneapolis, Minnesota, that oversees $600M in assets under advisement for 420 client households. My guest on today's podcast is Eric Simonson.

Clients 130

Clients Financial Advisor Financial Planning Media 130

Nerd's Eye View

APRIL 2, 2024

Welcome to the 379th episode of the Financial Advisor Success Podcast ! Hans is the founder of Intelligent Investing, an RIA based in Greenville, South Carolina, that oversees $50M in assets under management for 40 client households. My guest on today's podcast is Hans Blake.

Clients 150

Clients Financial Advisor Assets Retirement 150

Nerd's Eye View

SEPTEMBER 21, 2023

Regardless of the size of a financial advisory firm, clients are a constant necessity to sustain a profitable business. As a starting point, there are unconventional marketing principles that can help advisors who do not want to engage in traditional marketing campaigns to effectively attract and acquire clients.

Advertising 202

Advertising Clients Financial Advisor Communication 202

Nerd's Eye View

DECEMBER 5, 2023

Welcome back to the 362nd episode of the Financial Advisor Success Podcast ! Jeff is the President of Stratos Private Wealth, an RIA based in San Diego, California, that oversees almost $1.5 billion in assets under management for just over 350 client households. My guest on today's podcast is Jeff Brown.

Compensation Planning 180

Compensation Planning Planning Financial Advisor Clients 180

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. My guest on today's podcast is Ted Jenkin.

Financial Advisor 174

Financial Advisor Consulting Marketing Marketing 174

Nerd's Eye View

AUGUST 15, 2023

Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Fee Only 231

Fee Only Clients Financial Planning Financial Advisor 231

Nerd's Eye View

JANUARY 9, 2024

Welcome back to the 367th episode of the Financial Advisor Success Podcast ! Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households.

Financial Advisor 199

Financial Advisor Financial Planner Clients Food 199

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., that oversees approximately $750 million in assets under management for about 200 client households. Welcome everyone!

Financial Advisor 130

Financial Advisor Consulting Clients Wealth Advisor 130

Nerd's Eye View

FEBRUARY 20, 2024

Welcome back to the 373rd episode of the Financial Advisor Success Podcast ! Ben is the Founder of Illuminate Wealth Management, an RIA based in Barrington, Illinois that oversees $100M in assets under management for 55 client households. My guest on today's podcast is Ben Hockema.

Startup 130

Startup Financial Advisor Clients Wealth Management 130

Nerd's Eye View

JUNE 2, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a recent study found that advisory forms working with a younger client base tend to have relatively stronger growth in assets under management and revenue over time. Read More.

Financial Planner 206

Financial Planner Risk Tolerance Clients Financial Planning 206

Nerd's Eye View

JANUARY 2, 2024

Welcome to the 366th episode of the Financial Advisor Success Podcast ! Stevyn is founder of Grow Wellthy, a health and wellness consulting firm based in Springfield, Missouri that specializes in working with busy – but not always healthy – financial advisors.

Financial Advisor 200

Financial Advisor Retirement Financial Advice Consulting 200

Nerd's Eye View

NOVEMBER 28, 2023

Welcome back to the 361st episode of the Financial Advisor Success Podcast ! Peter is a Partner of Park Avenue Capital, an advisory firm affiliated with Northwestern Mutual based in New York City, that oversees $2.4 billion in assets under management for 1,377 client households.

Startup 175

Startup Financial Advisor Clients Management 175

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 202

Financial Advisor Financial Planner Insurance Clients 202

Nerd's Eye View

MAY 30, 2023

Welcome back to the 335th episode of the Financial Advisor Success Podcast ! 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 238

Financial Advisor Financial Planning Clients Planning 238

Nerd's Eye View

SEPTEMBER 12, 2023

Welcome back to the 350th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jason Wenk. Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

Financial Advisor 199

Financial Advisor Investing Investments Financial Advice 199

Nerd's Eye View

DECEMBER 26, 2023

Welcome to the 365th episode of the Financial Advisor Success Podcast ! Rob is the CEO and Founder of NorthRock Partners, an RIA based in Minneapolis, Minnesota, that oversees $5 billion in assets under management for 1,500 client households. Welcome everyone! My guest on today's podcast is Rob Nelson.

Financial Advisor 137

Financial Advisor Clients Assets Insurance 137

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.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Nerd's Eye View

JUNE 13, 2023

Welcome back to the 337th episode of the Financial Advisor Success Podcast ! Danika is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech and supports more than $275K of ongoing revenue. My guest on today's podcast is Danika Waddell.

Financial Advisor 243

Financial Advisor Clients Startup Financial Planning 243

Nerd's Eye View

JANUARY 30, 2024

Welcome back to the 370th episode of the Financial Advisor Success podcast ! 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. return in new onboarded client revenue for every $1 spent in marketing.

Financial Advisor 188

Financial Advisor Clients Compliance Engineering 188

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 234

Financial Planning Planning Financial Advice Clients 234

Nerd's Eye View

NOVEMBER 2, 2023

Many financial advisors have found that serving a client niche not only helps them run a more efficient firm (as they work with clients facing similar planning issues), but also attracts more new clients (as they are able to offer a unique value proposition for clients within the niche).

Clients 169

Clients Retirement Planning Financial Advisor 169

Nerd's Eye View

MARCH 5, 2024

Welcome back to the 375th episode of the Financial Advisor Success Podcast ! 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. My guest on today's podcast is Rob Schultz.

Clients 130

Clients Financial Advisor Medicine Financial Planner 130

Nerd's Eye View

DECEMBER 14, 2023

In the world of financial advisors, tradition often emphasizes technical numbers, structure, and a firm focus on solving financial problems. In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards delve into Carl's latest project – the "50 Fires" podcast.

Financial Advisor 187

Financial Advisor Communication Clients Financial Planning 187

Nerd's Eye View

JANUARY 25, 2024

Few service industries have as much potential to impact lives as financial advice, and it's that very ability for financial advicers to help their clients achieve positive outcomes that can often compound for decades and beyond that make the profession deeply satisfying for so many.

Financial Advice 185

Financial Advice Clients Financial Planning Numbers 185

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 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!

Retirement Planning 201

Retirement Planning Compliance Startup Clients 201

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 232

Certified Financial Planner CFP Education Financial Advisor 232

Nerd's Eye View

JUNE 20, 2023

Welcome back to the 338th episode of the Financial Advisor Success Podcast! Tony is the Co-founder and COO for Hixon Zuercher Capital Management, an independent RIA based in Findlay, Ohio, that oversees more than $300 million in assets under management for nearly 330 client households.

Retirement 234

Retirement Clients Financial Advisor Financial Planning 234

Nerd's Eye View

FEBRUARY 26, 2024

In the early days of the financial advice industry, an advisor's options for generating new business were somewhat limited. From there, advicers can determine if the activity is actually having any effect by measuring the number of Prospect Inquiries, or how many people reach out to learn more about what the advicer offers.

Marketing 179

Marketing Marketing Sales Clients 179

Nerd's Eye View

FEBRUARY 27, 2024

Welcome back to the 374th episode of the Financial Advisor Success Podcast ! Dianne is the Managing Partner of Argent Bridge Advisors, a hybrid advisory firm based in Vienna, Virginia, that oversees $500 million in assets under management for 350 client households. My guest on today's podcast is Dianne Nolin.

Financial Advisor 130

Financial Advisor Clients Communication Financial Planning 130

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 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!

Communication 219

Communication Portfolio Management Clients Tax Planning 219

Nerd's Eye View

JANUARY 24, 2023

Welcome back to the 317th episode of the Financial Advisor Success Podcast ! Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households.

Management 216

Management Financial Advisor Planning Retirement 216

Nerd's Eye View

MAY 16, 2023

Welcome back to the 333rd episode of the Financial Advisor Success Podcast ! Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs.

Valuation 194

Valuation Financial Advisor Financial Planning Recruitment 194

Nerd's Eye View

DECEMBER 20, 2022

Welcome back to the 312th episode of the Financial Advisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. My guest on today's podcast is Emily Rassam.

Financial Advisor 226

Financial Advisor Financial Planning Planning Financial Planner 226

Nerd's Eye View

APRIL 6, 2023

One of the benefits of owning a financial planning business is an advisor’s ability to control their work schedule. But some advisors who choose to take more time off from their schedules might be concerned that prospects and clients will consider them to be less committed to serving their planning needs than other advisors.

Clients 169

Clients Communication Financial Planning Numbers 169

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

FEBRUARY 6, 2024

Welcome to the 371st episode of the Financial Advisor Success Podcast ! 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. Welcome everyone!

Financial Advisor 130

Financial Advisor Clients Fee Only Planning 130

Nerd's Eye View

MAY 12, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a recent study found that clients of advisors providing comprehensive planning services are significantly more satisfied than those receiving a lower tier of service.

Financial Planner 202

Financial Planner Tax Planning Clients Taxes 202