Nerd's Eye View

DECEMBER 19, 2023

Welcome to the 364th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ted Jenkin. 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.

Financial Advisor 178

Financial Advisor Consulting Marketing Marketing 178

Nerd's Eye View

JANUARY 9, 2024

Welcome back to the 367th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kimberly Enders.

Financial Advisor 204

Financial Advisor Financial Planner Clients Food 204

The Big Picture

FEBRUARY 16, 2024

 This week, we speak with Bill Dudley , former president and chief executive officer of the Federal Reserve Bank of New York , where he also served as vice chairman and a permanent member of the Federal Open Market Committee. All of our earlier podcasts on your favorite pod hosts can be found here.

Wealth Management 154

Wealth Management Banking Portfolio Management Management 154

Nerd's Eye View

MARCH 12, 2024

Welcome back to the 376th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Eric Simonson. 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.

Clients 130

Clients Financial Advisor Financial Planning Media 130

The Big Picture

DECEMBER 23, 2023

His Monthly Chart Portfolio of Global Markets and Market Analysis Commentary are both widely read among professional traders. He is both a chartered market technician and CFA. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Retail 193

Retail Financial Market Banking Portfolio 193

Nerd's Eye View

NOVEMBER 21, 2023

Welcome back to the 360th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Suzanne Powell. Read More.

Clients 193

Clients Financial Advisor Wealth Management CFP 193

Abnormal Returns

FEBRUARY 21, 2024

Podcasts Barry Ritholtz talks with Jeffrey Hirsch about how the stock market performs during war. Rowe Price about non-financial considerations in retirement. morningstar.com) 11 financial mistakes to avoid including 'Not carrying umbrella coverage.' humbledollar.com) When should you hire a financial advisor?

Retirement 224

Retirement Retirement Planning Portfolio Management Financial Advisor 224

Nerd's Eye View

APRIL 18, 2023

Welcome back to the 329th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Charesse Spiller. Charesse is Founder and Principal Consultant for Level Best, an operations and process strategy consulting firm based in Houston, Texas.

Consulting 246

Consulting Financial Advisor Education Accounting 246

Nerd's Eye View

MARCH 26, 2024

Welcome back to the 378th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Michael Collins. Michael is the CEO & Founder of WinCap Financial, an RIA based in Boston, Massachusetts, that oversees $80M in assets under management for 70 client households.

Financial Advisor 130

Financial Advisor Clients Wealth Management Communication 130

Nerd's Eye View

JANUARY 30, 2024

Welcome back to the 370th episode of the Financial Advisor Success podcast ! My guest on today's podcast is Tim Goodwin. return in new onboarded client revenue for every $1 spent in marketing. return in new onboarded client revenue for every $1 spent in marketing.

Financial Advisor 193

Financial Advisor Clients Compliance Engineering 193

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.

Financial Advisor 204

Financial Advisor Investing Investments Financial Advice 204

Nerd's Eye View

JANUARY 15, 2024

For financial advisors, an ongoing client service model often means finding ways to keep clients engaged and progressing toward their goals outside of the 1 or 2 typical client review meetings each year. The key point is that newsletters can be a valuable tool even for advisors who aren't naturally inclined to write.

Clients 192

Clients Communication Financial Advisor Wealth Management 192

Nerd's Eye View

OCTOBER 10, 2023

Welcome to the 354th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Grier Rubeling. Welcome everyone!

Financial Advisor 173

Financial Advisor Clients Communication Consulting 173

Nerd's Eye View

FEBRUARY 27, 2024

Welcome back to the 374th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Dianne Nolin. 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.

Financial Advisor 130

Financial Advisor Communication Clients Financial Planning 130

Nerd's Eye View

JANUARY 23, 2023

An important truism about marketing is that to be effective, the marketer’s message needs to connect with the audience it intends to reach. This can maximize the potential return on the time and effort it takes to create each blog post, podcast, or newsletter. reposted or reshared on social media).

Marketing 226

Marketing Marketing Financial Planner Education 226

Nerd's Eye View

DECEMBER 26, 2022

This year has been challenging for many financial advisors as they help their clients (and their own firms!) navigate a volatile market environment (in both stocks and bonds – oof!) And as always, I hope you’ll take a moment to share podcast episodes and articles of interest with your friends and colleagues as well

Financial Advisor 180

Financial Advisor Financial Advice Estate Planning Planning 180

Nerd's Eye View

SEPTEMBER 6, 2022

Welcome back to the 297th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andy Panko. Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households.

Tax Planning 246

Tax Planning Financial Advisor Retirement Financial Planner 246

Abnormal Returns

DECEMBER 4, 2023

Podcasts Daniel Crosby talks with Ali McCarthy. Ali is a corporate marketing advisor who has seen many sides of the wealth management business. podcasts.apple.com) The biz Software is eating financial advice. thereformedbroker.com) How financial advisers can publish their own book.

Wealth Management 201

Wealth Management Financial Advice Financial Advising Communication 201

Abnormal Returns

JANUARY 22, 2024

Podcasts Michael Kitces talks social media with Thomas Kopelman who is the co-founder of AllStreet Wealth. kitces.com) Zach Conway and Kelsey McKenna talk with Michael Conway, CEO of Conway Wealth, about the multifaceted roles financial advisors play beyond managing investments. riaintel.com) How to write a client newsletter.

Wealth Management 162

Wealth Management Estate Planning Startup Retirement 162

Nerd's Eye View

SEPTEMBER 29, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that RIA custodial platform Altruist announced that it is offering its portfolio accounting software for free to advisors who custody with the firm, offering the opportunity to advisory firms to reduce the costs of their tech stacks (..)

Financial Planner 205

Financial Planner Healthcare Investment Planning Clients 205

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 192

Financial Advisor Communication Clients Financial Planning 192

Nerd's Eye View

AUGUST 22, 2023

Welcome back to the 347th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Cary Carbonaro.

Financial Advisor 182

Financial Advisor Media Sales Clients 182

Nerd's Eye View

OCTOBER 9, 2023

When deciding on a marketing strategy to pursue, one of the key factors for financial advisory firms to consider is efficiency. Notably, the point of an SEO strategy is to drive users to an advisory firm's website so that those visitors can eventually be converted into paying clients.

Engineering 181

Engineering Financial Advisor Management Advertising 181

Nerd's Eye View

MARCH 28, 2023

Welcome back to the 326th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Erica Pauly. Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results.

Marketing 188

Marketing Marketing Financial Advisor Strategic Planning 188

Abnormal Returns

JULY 26, 2023

Podcasts Doug Boneparth and Morgan Housel talk decision making with Cass Sunstein. morningstar.com) Ten personal finance podcasts to check out including 'All the Hacks.' Our lives, the economy, and the markets are constantly in flux." overcomingbias.com) Gen Z Young people today are inundated with financial influencers.

Fiduciary Duty 199

Fiduciary Duty Retirement Financial Advisor Economy 199

Abnormal Returns

OCTOBER 23, 2023

Podcasts Daniel Crosby talks with Saundra Davis on how to effectively meet clients where they are. riabiz.com) AI Is AI an existential threat to the business of financial advice? kitces.com) The SEC's examination priorities for 2024 include the marketing rule and alternative assets. smartasset.com)

Compliance 162

Compliance Estate Planning Financial Advice Financial Advisor 162

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients 204

Clients Financial Planning Financial Planner Communication 204

Nerd's Eye View

AUGUST 1, 2023

Welcome back to the 344th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brad Barrett. Brad is the Managing Director and Partner of One Capital Management, an independent RIA based in Westlake Village, California, with locations across the country, that oversees $5.3

Financial Advisor 130

Financial Advisor Media Clients Management 130

Nerd's Eye View

JULY 26, 2022

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine. Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households.

Financial Planner 226

Financial Planner Management Planning Financial Advisor 226

Nerd's Eye View

OCTOBER 4, 2022

Welcome back to the 301st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ramit Sethi. Read More.

Clients 208

Clients Financial Advisor Education Retirement 208

Abnormal Returns

JANUARY 30, 2023

Podcasts Daniel Crosby talks with Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, about understanding our money stories. standarddeviationspod.com) Michael Kitces talks Jennifer Climo, the CEO and a Senior Advisor for Milestone Financial Planning, about the logistics of merging two practices in just 7 years.

Management 187

Management Nonprofit Financial Planning Communication 187

Abnormal Returns

SEPTEMBER 11, 2023

Podcasts Cameron Passmore and Benjamin Felix talk with Preet Banerjee about the value of financial advice. rationalreminder.libsyn.com) Michael Kitces talks with Olivia Luper who is the Founder of Lexicon Advisor Marketing. financial-planning.com) Once PE takes a stake in your firm, they call the shots.

Wealth Management 147

Wealth Management Estate Planning Financial Advice Financial Planning 147

Nerd's Eye View

APRIL 4, 2023

Welcome to the 327th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Marc Horner. Marc is the Founder of Fairhaven Wealth Management, an independent RIA based in Wheaton, Illinois, that oversees more than $1 billion in assets under management for 450 client households.

Financial Advisor 130

Financial Advisor Marketing Marketing Recruitment 130

Nerd's Eye View

MAY 16, 2023

Welcome back to the 333rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jim Dew.

Valuation 199

Valuation Financial Advisor Financial Planning Recruitment 199

Nerd's Eye View

MAY 23, 2023

Welcome back to the 334th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Meg Bartelt.

Clients 226

Clients Financial Advisor Financial Planner Financial Planning 226

Nerd's Eye View

FEBRUARY 6, 2024

Welcome to the 371st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Savir. Welcome everyone! 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 Read More.

Financial Advisor 130

Financial Advisor Fee Only Clients Planning 130

Sara Grillo

APRIL 15, 2024

In this podcast I interview Sarah Charles , an hourly financial planner who used to work under the AUM fee model. She talks about why she made the jump and what life is like now as an hourly financial planner. I am a CFA® charterholder and financial advisor marketing consultant. WHAT how dare you, Sara?

Financial Planner 59

Financial Planner Financial Advisor Consulting Financial Planning 59