Nerd's Eye View

AUGUST 30, 2022

What's unique about Ed, though, is how as a former financial advisor turned financial therapist, he utilizes couples therapy techniques to help his clients dig deeper into the issues in their lives that may be preventing them from implementing their financial planning recommendations and helps them get unblocked to achieve their financial goals.

Clients 173

Clients Financial Advisor Financial Services Education 173

Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios.

Portfolio 186

Portfolio Clients Financial Planning Communication 186

The Big Picture

NOVEMBER 20, 2023

3 Meir Statman has spent his career researching how investor psychology impacts their behavior. 3 Meir Statman has spent his career researching how investor psychology impacts their behavior. My firm RWM uses Canvas for those clients who want their portfolios to reflect their values. 4 Consider ESG in the context of U.S.

Taxes 183

Taxes Portfolio Investing Investments 183

Steve Sanduski

MARCH 14, 2023

But by paying attention to how the whole body expresses feelings around money, advisors can guide clients past their fears and towards a fulfilling sense of sufficiency and inner knowing. How Gayle connects the body and money to form what she calls Somatic Finance®. How do our feelings affect our money decisions?

Certified Financial Planner 119

Certified Financial Planner Financial Planner Clients Planning 119

Indigo Marketing Agency

MAY 31, 2023

Cherry discussed some great practices we think advisors can implement today when sitting down to meet with a current or prospective client. 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. Is the air conditioning going?

Clients 100

Clients Financial Advisor Communication Marketing 100

Steve Sanduski

SEPTEMBER 28, 2023

But financial advisors know that the connection between true happiness and money is a lot more complicated than that. Shifting your focus from improving clients’ return on investment to improving their Return on Life can help folks find that healthy balance between what they have, what they want, and what’s really important.

Financial Advisor 59

Financial Advisor CFP Clients Retirement 59

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

eMoney Advisor

NOVEMBER 21, 2022

And if you do, how detailed is that answer? Clients want to work with someone who gets to know them beyond their financial holdings and understands their values, concerns, and passions. Clients want to work with someone who gets to know them beyond their financial holdings and understands their values, concerns, and passions.

Clients 52

Clients Planning Financial Planner Financial Planning 52

Million Dollar Round Table (MDRT)

SEPTEMBER 2, 2022

By Adam Thomas Rex, CFP, AIF When we think about gifts for clients, we notice there is a tendency toward repetition: “Hey, this is exactly what their dentist is doing for them.” We have been on a mission to come up with unique ideas of how we connect with our clients from a gift standpoint.

Clients 82

Clients CFP Distribution Numbers 82

WiserAdvisor

JULY 25, 2023

We will also cover the role of emotions in financial decision-making and how to read your feelings correctly to ensure you select the right financial advisor. There are typically three aspects that make up a successful client-advisor relationship, as explained below: 1. This is known as emotional value.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

Million Dollar Round Table (MDRT)

MAY 23, 2023

CFP You risk losing recently widowed women as clients, as 70% of widows fire the couple’s advisor after their spouse dies. This impacts many of your clients who are couples since women are more likely to outlive their spouses. To keep or attract clients who are widows, try these ideas: Listen deeply to her story and talk less.

Clients 71

Clients CFP Financial Advisor Insurance 71

Carson Wealth

NOVEMBER 28, 2023

They’re not sure what they’ll do, how they’ll spend their time or even who they’ll be when work no longer gives shape to their lives. I’m a teacher” or “I’m an engineer” is how people introduce themselves. More important, this transition requires a profound shift in mindset.

Management 52

Management Retirement Engineering Clients 52

Steve Sanduski

MAY 16, 2023

This has led to an overemphasis on logic and analysis, efficiency and standardization, higher rates of mental health issues, and a loss of connection with each other and with nature. It lacks the capacity for empathy, feeling, intuition, connection, and the ability to understand context beyond what it’s been trained on.

Financial Planning 52

Financial Planning Planning Financial Advisor Financial Advice 52

Tobias Financial

OCTOBER 6, 2022

She likens the moment she meets a client to meeting a character in a play. She feels connected to the character from the beginning until the end of the play/meeting. “It Her drive and meticulous approach to client experience is inspiring and very valuable for the firm’s culture.

Financial Advisor 98

Financial Advisor Clients Financial Planning Planning 98

Indigo Marketing Agency

NOVEMBER 1, 2022

This is a must-listen for any advisor wondering how to grow their business more naturally and in a way that benefits everyone. She advises all independent advisors to answer the following questions: What is the one urgent problem you help clients solve? . What is the biggest emotional benefit your clients walk away with?

Marketing 105

Marketing Marketing Financial Advisor Clients 105

eMoney Advisor

JANUARY 10, 2023

When financial professionals know how to effectively present a financial plan, they can better engage clients in the planning process and earn clients for life. Address the Client’s “Why” It’s critically important that your clients feel heard.

Financial Planning 76

Financial Planning Planning Financial Planner Communication 76

FMG

JUNE 13, 2023

We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. How Social Media Can Supercharge Your SEO via Moz As you know, we are huge fans of social media and think it can have a huge impact on your overall marketing strategy and lead generation. Learn more here.

Media 52

Media Financial Advisor Communication Education 52

eMoney Advisor

NOVEMBER 15, 2022

But when we are under stress, we tend to make poor decisions because the brain is hardwired to “reflex before it reflects”—emotionally react before thinking. But when we are under stress, we tend to make poor decisions because the brain is hardwired to “reflex before it reflects”—emotionally react before thinking.

Financial Planning 76

Financial Planning Planning Clients CFP 76

Steve Sanduski

JANUARY 5, 2023

Lisa Salvi, Managing Director, Advisor Services at Charles Schwab, discussed the importance of career pathing and how it fits into an overall employee value proposition in my Barron’s Advisor podcast with her. This is a popular topic with my coaching clients as we frequently discuss staffing and comp issues. Why the wrong team?

Clients 52

Clients Financial Advisor Investing Investments 52

Indigo Marketing Agency

OCTOBER 9, 2023

So how do you get people to know you, like you, trust you, and then refer people to you? Join us as we discuss the powerful tool of video to help you gain trust with prospects, stay top-of-mind, educate clients, and display your knowledge and competence about complex financial topics. Transcript 0:00 Hey there, financial advisor.

Clients 52

Clients Financial Advisor Media Education 52

Steve Sanduski

OCTOBER 25, 2022

In a Nutshell: Managing client fears might not fit the traditional definition of financial advisory. My guest today draws on some extraordinary personal challenges to help clients adopt the proper mindset for facing their money fears and maintain control of their financial futures. My Key Takeaways: Embrace gratitude. Listen/read here.

Clients 52

Clients Risk Tolerance Financial Advisor Management 52

Nationwide Financial

JUNE 5, 2023

For those with clients who own businesses, consider having a conversation about their current financial needs and concerns. Topics business owners would like to discuss with a financial advisor: As a trusted resource, you can bring specific knowledge, tailored resources, and added value to your clients. have been mild to moderate.

Economics 52

Economics Risk Management Clients Financial Services 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Women Serving Women As we get more women into the industry I think it will allow us to better serve all clients, but women especially as clients are often underserved by male advisors. And in our research for this article, we were happy to learn that we are trending in the right direction.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

eMoney Advisor

APRIL 25, 2023

3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners. However, you don’t have to become a life planner to incorporate conversations about clients’ values into your practice’s data gathering.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

FMG

OCTOBER 2, 2023

However, many financial advisory firms have hesitated to start utilizing video marketing – either not knowing how to start or believing that it wouldn’t be a good investment of their time since their prospects aren’t spending time on YouTube. It is important to understand how your clients and prospects are using Youtube.

Financial Planner 52

Financial Planner Financial Advisor Engineering Clients 52

Steve Sanduski

APRIL 22, 2023

A portion of these lost assets are often offset by existing clients adding new money so now we’re down to about 2 – 4% of new revenue needed to reach breakeven. It begs the question, if you don’t want to be beholden to rising markets to fuel your growth, how can you fire up your organic growth? And that’s great. You should do that.

Clients 64

Clients Distribution Assets Financial Advising 64

eMoney Advisor

NOVEMBER 22, 2022

As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would you be taking financial advice from another financial planner? These questions are fundamental to understanding how your clients may feel when they decide to engage in a financial advice relationship.

Financial Planner 59

Financial Planner Financial Advice Clients Financial Planning 59

Investment Writing

NOVEMBER 8, 2023

Stories That Stick: How Storytelling Can Captivate Customers, Influence Audiences, and Transform Your Business by Kindra Hall—This is an excellent book about how to write compelling stories to use in your marketing. The author providers practical rules and plenty of illustrations of how to apply them. Watch Your Language!

Communication 52

Communication Numbers Commission Food 52

WiserAdvisor

MARCH 13, 2024

These pillars provide a comprehensive framework for building a resilient and sustainable plan. Adhering to these pillars can help you pave the way for a secure and fulfilling retirement supported by wise financial decisions and informed choices. Diversification lies at the heart of investment planning.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

WiserAdvisor

FEBRUARY 21, 2023

Read below to understand how the elderly are vulnerable to being scammed financially, and how hiring a financial advisor could help protect them from fraud. How are elders financially abused or scammed? The elderly population in the United States is on the rise. In 2018, there were approximately 52.4

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

eMoney Advisor

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. Also, the fact that many AAPI clients are first-generation Americans emphasizes the importance of cultural awareness for financial planners.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

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. Do they have something to look forward to?

Clients 86

Clients Retirement Planning Financial Planning 86

WiserAdvisor

OCTOBER 20, 2023

This article focuses on the importance of learning from one’s financial past and the advantages it can unlock for future financial planning: The role of the past in financial decision making There are certain factors you need to consider to understand how they may have influenced your financial habits: 1.

Financial Planning 96

Financial Planning Planning Financial Advisor Wealth Accumulation 96

BlueMind

MAY 10, 2022

Category: Client Relations. That can be done by asking the right financial planning questions and providing your clients with a unique and extraordinary advisor-client experience. Your first and foremost goal should be to build an honest and loyal relationship with your client.

Financial Planning 52

Financial Planning Clients Planning Financial Advisor 52

Midstream Marketing

MARCH 8, 2023

I was just in a meeting with a client the other day, who wanted to move the writing of his blog content in-house so he could write it himself. This led to a conversation about ChatGPT and how it can help financial advisors jump-start the content creation process. Such as, “How much should I invest with a million dollar portfolio?”.

Financial Advisor 52

Financial Advisor Communication Clients Financial Advice 52

WiserAdvisor

AUGUST 3, 2023

This fee structure is common in the financial advisory industry and varies based on the size of the client’s portfolio. Planning for retirement and growing your wealth are critical to achieving your financial aspirations. One common aspect that most individuals consider is the cost associated with engaging a financial advisor.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52