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Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)

Nerd's Eye View

This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)

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Weekend Reading For Financial Planners (March 8-9)

Nerd's Eye View

stocks has outpaced the rest of the market by so much that the number of companies categorized as “large cap” has shrunk from nearly 500 to only around 150 over the last 15 years Amid fears that U.S. equities underperforming international stocks over the next 10 years Why today’s high U.S.

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The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Wealth Management

Number 8860726. For more information, visit: [link] See more from Jason Diamond Louis Diamond CEO, Diamond Consultants Louis has guided many of the top teams in the industry as they’ve transitioned to other employee-model firms or launched RIA firms. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

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A 3-Step Sales Process To Clearly Demonstrate Financial Planning Value To Prospects

Nerd's Eye View

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

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Pricing for Profit: How to Set, Negotiate, and Succeed

Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. Continuously assess market trends, customer behavior, and competitor strategies to make informed pricing decisions that drive business success. Don't miss this brand new webinar! Save your seat today!

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Weekend Reading For Financial Planners (June 28–29)

Nerd's Eye View

Also in industry news this week: While the estate tax exemption is slated to rise to $15 million in 2026 under Republican-proposed legislation, estate planning will remain a key topic for advisors and their clients across the wealth spectrum, from managing possible state estate tax exposure to ensuring that clients’ end-of-life preferences are (..)

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Helping Clients Grasp Abstract Retirement Income Strategies With Historical Market Visualization

Nerd's Eye View

Yet while these tools offer mathematical metrics, they often fall short in helping clients connect the numbers to their real lives. The reality is that most people struggle to make confident decisions based on abstract reasoning.