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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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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Number 8860726. Joey Corsica & SpotMyPhotos Fast-paced and nerve-wracking for some of the presenters, the annual WealthStack Demos did not disappoint and have become a fan favorite among attendees of the Wealth Management EDGE conference held last week at The Boca Raton resort in Boca Raton, Fla. s Mili AI won.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Number 8860726. Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE. Registered in England and Wales.

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#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran

Nerd's Eye View

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. We don’t give exact numbers. That’s unusual in the world of finance. 00:01:17 [Speaker Changed] Thanks Mary.

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#FA Success Ep 382: Helping Clients Stay The Course With A More Total Relationship Approach To Their Near-Term Cash Flow Needs, With Tyson Ray

Nerd's Eye View

What's unique about Tyson, though, is how he has developed a planning process he calls their "Total Relationship" approach, which puts an emphasis on determining a client's near-term lump sum spending needs like a new car purchase or a big vacation, and ensuring the portfolio is built around having sufficient cash available for those goals, which Tyson (..)

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Financial Advisors Communicating About Market Volatility

Indigo Marketing Agency

When clients see red numbers flashing across their screens, their instinct is often to panic, pull out of investments, or assume the worst. Right now, your clients dont just need portfolio management; they need perspective. Thats where financial advisors come in! They need to hear from you.