Nerd's Eye View

MARCH 7, 2023

Yonhee is a Principal and the Chief Operating Officer of JMG Financial Group, an independent RIA based in Chicago, Illinois, that oversees nearly $5 billion in assets under management for close to 1,500 client households. Welcome back to the 323rd episode of the Financial Advisor Success Podcast !

Financial Advisor 130

Financial Advisor Recruitment Clients Financial Services 130

Sara Grillo

JANUARY 8, 2024

He’s going to talk about how his firm is providing access to financial planning for small accounts through their 401(k) platform. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” How do they pull it off?

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Walkner Condon Financial Advisors

APRIL 26, 2024

According to a 2021 survey conducted by Ramsey Solutions , 41 percent of married couples said that they fight about finances. The good news is that as an engaged or recently married couple, you and your partner are in a perfect place to talk about how to handle your money as you begin your life together. What about debt?

Accounting 52

Accounting Retirement Financial Advisor Budgeting 52

Investment Writing

OCTOBER 31, 2022

On this blog, and in my financial blogging book , I suggest how to narrow down your audience. That’s why I was intrigued by the chapter on “How to Define Your Audience” in How to Write and Present Technical Information by Charles H. For example, are your readers potential clients?

Education 104

Education Commission Clients Financial Services 104

Indigo Marketing Agency

MARCH 14, 2023

As a financial advisor, it’s crucial to effectively communicate this event to your clients to help them understand the potential impact it may have on their investments and overall financial well-being. It’s your job to talk them off the ledge by keeping them calm and informed. Proactive communication is good client service.

Communication 98

Communication Banking Clients Financial Advisor 98

The Big Picture

JULY 11, 2023

They run about a $1.5 Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. She’s been CEO since February 2020.

Management 211

Management Investing Investments Assets 211

Indigo Marketing Agency

FEBRUARY 23, 2023

In fact, we have even taken this time to expand our services into branding refreshes, logo designs, and updated website copy. And this is something we strongly recommend for our clients as well. Read on to learn more about why a rebrand is important and how to know if it makes sense for you. What Is a Rebrand?

Financial Advisor 97

Financial Advisor Marketing Marketing Financial Advising 97

Harness Wealth

SEPTEMBER 15, 2023

In the process of growing your accounting firm, building better client relationships is one of the most important elements of long-term success, and that starts with a robust client onboarding process. Table of Contents What is Client Onboarding? Why is Client Onboarding So Important?

Accounting 59

Accounting Clients Taxes Communication 59

Sara Grillo

NOVEMBER 13, 2023

Medicare may seem like a straightforward type of thing – it’s a government benefit that you just file for, right, how hard can it be? Today I’ve got Joanne Giardini-Russell to talk about why transitioning to Medicare is a big deal and how to help your clients avoid the common Medicare mistakes. A good referral.

Clients 59

Clients Financial Advisor Healthcare Insurance 59

Inside Information

MARCH 1, 2024

There’s a lot of hand-wringing all over the profession about the shortage of staff advisors and successors—the people who are needed to take the place of thousands of RIA firm founders who are approaching retirement. I’m not worried about this alleged ‘talent shortage’ at all. Same with accounting firms.

Marketing 40

Marketing Marketing Financial Planning Planning 40

eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. After that first year, we went a little more niche and focused on different types of clients.

Education 103

Education Financial Planning Clients Planning 103

The Big Picture

SEPTEMBER 19, 2022

If you’re interested in venture capital, in technology, in how to think about early stage investing, well, strap yourself in, this is a great one. Tell us about that and where that led you. RITHOLTZ: So let’s talk about the timing of school. I found this conversation to be really intriguing. WENGER: No.

Valuation 289

Valuation Investing Investments Engineering 289

The Big Picture

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them.  The transcript from this week’s, MiB: Tom Hancock, GMO Focused Equity , is below. Maybe they’re a little below the radar or institutionally facing.

Valuation 130

Valuation Investing Investments Assets 130

Sara Grillo

OCTOBER 31, 2022

Don’t go about this decision without doing your research, people! Don’t go about this decision without doing your research, people! (No, 1 Why is it important to do Form ADV research before hiring a financial advisor, or even talking to one? This is super important for anyone looking to pick a good financial advisor.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

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

Carson Wealth

APRIL 8, 2024

rally for the S&P 500 in the fourth quarter of 2023, the index provided an encore performance in the first quarter with a 10.2% The following one- and two-quarter returns aren’t much to get excited about, but after a huge move some consolidation is normal. last week, getting the first quarter off to a slow start. median return.

Marketing 96

Marketing Marketing Valuation Economy 96

Sara Grillo

APRIL 11, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” For those of you who are new to my blog/podcast, hi!

Financial Advisor 97

Financial Advisor Management Accounting Consulting 97

Clever Girl Finance

AUGUST 2, 2023

Table of contents What exactly is a side hustle and how can it benefit you? 10 Actionable steps for starting a side hustle Expert tip: Be aware of your energy levels 11 examples of profitable side hustle ideas Can I start a side hustle with no money? How do you start a side hustle with no experience?

Business Planning 94

Business Planning Planning Food Budgeting 94

Indigo Marketing Agency

OCTOBER 3, 2023

Most advisors agree it’s easier to preserve an existing relationship than it is to prospect for a new client. The fact is, whether you’re looking to expand your financial services business or preserve assets for years to come, you need to be able to effectively relate and communicate with the younger generation.

Wealth Management 52

Wealth Management Financial Advisor Clients Management 52

Clever Girl Finance

SEPTEMBER 11, 2023

How can I invest $1,000 right now? So let’s explore six of the best investment websites for beginners and understand how to use them for research and analysis to learn how to start investing ! So that means it’s important to know which factors they care about and why. Where to invest 100 dollars in stocks?

Investing 84

Investing Investments Education Accounting 84

Steve Sanduski

DECEMBER 5, 2022

I spoke with Shannon at the 2022 CAIS Alternative Investment Summit in Beverly Hills about how she and her team manage a shared service model, as well as how alternative investments are helping their advisors offer more value to a wider variety of clients. “Knowing where the market’s going.”

Investing 52

Investing Investments Financial Advisor Clients 52

The Big Picture

NOVEMBER 22, 2022

I found this to be really a fascinating conversation about how to access the most skilled partners and employees, what can be done to shake up a relatively staid industry that has lagged behind its peers in terms of recruiting and other things, and really how to help have a major impact in the world of finance.

Recruitment 140

Recruitment Engineering Investing Investments 140

Sara Grillo

JANUARY 9, 2023

Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. Client advocacy. in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. Let’s get into it, folks!

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Sara Grillo

DECEMBER 12, 2022

We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Does the way you are paid dictate how you serve clients? What obligation do advisors have, if any, to explain to clients the different fee models available to them?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

WiserAdvisor

JULY 25, 2023

Hiring a financial advisor can provide several benefits that are essential for managing your financial well-being. They can make you feel more confident about your financial future and make informed decisions to achieve your long-term objectives. They can create a comprehensive financial plan tailored to your specific needs and goals.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

Carson Wealth

AUGUST 28, 2022

Financial advisors provide financial planning or investment guidance to clients. They may meet in person, remotely or provide advice within a larger firm setting. They generally provide advice to help their clients pursue their financial goals. . How Financial Advisors Get Paid . By Craig Lemoine, Ph.D.,

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. We talk about everything from when do you think about risk, how do you diversify a portfolio, at what point do you really have to rethink the fundamentals of what’s going on in the economy and the marketplace? Tell us about that opening gig.

Portfolio 130

Portfolio Management Assets Investing 130

Envision Wealth Planning

MAY 23, 2022

I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. So here’s a blog post about all of that. This is how I understand these advisors, to the best of my knowledge and capabilities, but the research is not ongoing. Ethics matter in financial advice! Ethics matter.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Zoe Financial

DECEMBER 12, 2023

We have Vanguard disclose to the SEC that it will end this plan to market RIA services to American Express card holders. We have Vanguard disclose to the SEC that it will end this plan to market RIA services to American Express card holders. When this announcement came up about two and a half years ago, it was a big deal.

Wealth Management 40

Wealth Management Management Consulting Taxes 40

Sara Grillo

APRIL 21, 2022

I’m tired of these nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. How I composed this blog.

Ethics 52

Ethics Financial Advisor Clients Management 52

Carson Wealth

JULY 12, 2022

I could say “Tammy, a CLU and ChFC ® , reviewed a DIA against a SPIA with a COLA to maximize his client’s Monte Carlo success rate.” She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . What do you need to know about that stairway? .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Trade Brains

JULY 7, 2023

Fundamental Analysis of Tata Elxsi: The shares of Tata Elxsi went up more than 10x from their June 2020 levels in less than 2 years. It was established to provide electronic, embedded systems and software application development services. The stock recorded its all-time high of Rs 10,760 in August last year.

Planning 52

Planning Healthcare Sales Electronics 52

International College of Financial Planning

SEPTEMBER 3, 2021

When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. A planner should be able to answer any question that you may have regarding his services. Who is a financial advisor or a certified financial planner?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Zoe Financial

JANUARY 12, 2023

We have people who understand this industry on a fundamental and practical level, and talk to the financial advisors you’re considering, to see if they are the best fit for you. . What is their background like, and how can you know they received the best education? Experience : How many years of experience do they have?

Financial Advisor 40

Financial Advisor Education Financial Planning Clients 40

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

FMG

FEBRUARY 2, 2023

When it comes to driving more leads to your advisor website, however, how do you do this? And how do you make sure that they are qualified leads that have the potential to become clients? Once you have defined your niche, how can you better serve your audience? 7 Ways to Generate Leads 1.

Media 52

Media Financial Planning Retirement Clients 52

Clever Girl Finance

OCTOBER 27, 2022

No matter what sort of small business you have or how long you’ve been at it, it’s always important to set new goals for yourself! It’s also important to know how to identify the right goals based on what you want the future to look like. How does this move me closer to X outcome?”. Provides a benchmark for progress.

Business Planning 59

Business Planning Budgeting Planning Media 59