Nerd's Eye View

FEBRUARY 4, 2025

And be certain to listen to the end, where Cristina shares how she uses 20-minute "fit" meetings to determine whether prospective clients will be a good match for her firm's service offering and fee model (thereby minimizing the number of bad-fit clients her firm takes on), the key lessons Cristina learned from earlier hiring mistakes (particularly (..)

Financial Advisor 228

Financial Advisor Clients Financial Planning Planning 228

Wealth Management

JULY 18, 2025

Number 8860726. The first came in 2018, when he moved from Chicago to Colorado and worked at a husband-and-wife-run advisory that didn’t present a path to equity, partly because of the potential for control of the firm passing to the founders’ children. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Estate Planning 274

Estate Planning Wealth Management Clients Planning 274

Clever Girl Finance

FEBRUARY 11, 2025

For example: Instead of buying expensive holiday gifts, hand-make presents or gift experiences like babysitting, pet-sitting, or home-cooked meals. Not only did I save money, but my family actually loved the thoughtful, personalized presents. Likewise, if you have your credit card number memorized, cut it up and ask for a new one.

Budgeting 93

Budgeting Food Media Accounting 93

Zajac Group

JANUARY 24, 2025

IPOs or mergers and acquisitions (M&As) take timeand they can be delayed or disrupted for any number of reasons. Now this begs the question If your late-stage private company presents a tender offer, whats the right move to make for your immediate and long-term financial well-being? Lets walk through these considerations together.

Taxes 52

Taxes Portfolio Planning Investments 52

Calculated Risk

MARCH 11, 2025

My bolds) A number of participants also discussed some issues related to the balance sheet. The scenarios presented corresponded to different trajectories of the holdings of Treasury securities in the SOMA. Here are a few excerpts from the January meeting minutes. (My

Assets 165

Assets Portfolio Accounting Marketing 165

Diamond Consultants

DECEMBER 18, 2024

It is true that firms are being more selective about how they deploy capital, but we saw a record number of deals completed in the last year and near-record multiples. Post-employment restrictions like non-competes, non-solicits, non-acceptances, and garden leaves, can present varying degrees of challenge for an advisor trying to move.

Recruitment 52

Recruitment Retirement Assets Education 52

Wealth Management

JUNE 20, 2025

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.

Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147

Tobias Financial

NOVEMBER 4, 2024

Each horizontal dash represents one month, and each vertical bar shows the cumulative number of months for which returns were within a given 1% range (e.g., The information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed.

Marketing 52

Marketing Marketing Asset Allocation Commission 52

Wealth Management

JUNE 11, 2025

Number 8860726. But Here’s the Rub A comprehensive discussion along the lines suggested in the article I posted will require a lot of work by the agent, including all the data gathering, consultation with advanced planning attorneys, coordination with other advisors, presentation preparation, etc. Registered in England and Wales.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

Midstream Marketing

OCTOBER 30, 2024

Advisors should not just look at basic numbers. By looking at these important numbers, RIAs can learn from the data. This helps them make better strategies and get a good return on investment (ROI). They must pay attention to key performance indicators (KPIs) that connect to their business goals.

Investment Advisor 52

Investment Advisor Investing Investments Ethics 52

The Big Picture

JANUARY 4, 2025

To answer this question, we have collected data on the concentration of the US stock market over the past 235 years, from 1790 until the present. Based upon Figure 1 and Figure 3, we have broken down the market concentration of the United States during the past 235 years into seven periods.( Luxury car sales fell 27%.

Government 242

Government Economy Advertising Engineering 242

Wealth Management

JULY 22, 2025

Number 8860726. This approach can be challenging for some firms but presents significant opportunities for scale and growth.” Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Estate Planning 165

Estate Planning Wealth Management Compliance Planning 165

Clever Girl Finance

JANUARY 10, 2025

Creating this list helps you see the bigger picturemoney isnt just numbers in a bank account. For example, if you value saving for the future while your partner values enjoying the present, you might find a compromise where you save a set amount each month while also budgeting for fun activities.

Ethics 98

Ethics Budgeting Retirement Accounting 98

NAIFA Advisor Today

JANUARY 6, 2025

A much-anticipated feature of this edition is the annual indexed retirement and Social Security numbers for 2025, conveniently presented in an easy-to-reference table. The J anuary issue of the Journal of Financial Service Professionals has arrived, and its a must-read for anyone in the financial services community.

Financial Services 52

Financial Services Retirement Consulting Numbers 52

Nerd's Eye View

APRIL 7, 2025

This month's edition kicks off with the news that Wealthbox has announced it is planning to launch a new built-in AI meeting note tool that it seeks to integrate seamlessly with its existing CRM solution – which serves as a prominent warning for the many standalone AI meeting note tools like Jump and Zocks that have launched over the last few (..)

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Million Dollar Round Table (MDRT)

DECEMBER 10, 2024

I would take those numbers and spend a lot of time carefully crafting a financial plan and creating proposals. Then I would present the plan to the client. And not quite that much was usually a much lower number than they originally told me.

Clients 104

Clients CFP Financial Planning Retirement 104

Midstream Marketing

NOVEMBER 8, 2024

Infographics that present information in a visual way. To understand how well lead generation is performing, we need to keep an eye on some important numbers. Blog posts that share personal stories or experiences. Videos that explain or show how to do something. Social media posts that spark conversations.

Financial Advisor 52

Financial Advisor Media Clients Financial Services 52

Nerd's Eye View

JANUARY 13, 2025

With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees.

Financial Advice 147

Financial Advice Ethics Education Financial Planning 147

Harness Wealth

FEBRUARY 5, 2025

The Physical Presence Test The Physical Presence Test requires a number of characteristics to be met: The U.S. However, choosing which test to use for FEIE qualification depends on a number of factors, and its advisable to speak to a tax professional to clarify your position. taxpayer must spend at least 330 days outside the U.S.

Taxes 52

Taxes Compliance Accounting Government 52

Investment Writing

JUNE 18, 2025

Type size is proportional to the number of respondents choosing a word as their answer. Here are some relevant responses: The investments are a commodity…the client bought the firm and that brand should be consistently presented in all interactions. ” The image below gives a visual overview of the responses.

Investing 52

Investing Investments Clients Management 52

International College of Financial Planning

JUNE 5, 2025

More than numbers — it’s about achieving peace of mind. But you do have to be present. What are your non-negotiables? Stewardship Phase = Now we shift from growing money to protecting it. Family structures, governance, income streams, diversification. Legacy Phase = This is the part that many shy away from, but it’s crucial.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

Harness Wealth

JANUARY 29, 2025

As effective as tax-loss harvesting can be, there are a number of important details that investors need to be aware of in order to implement the strategy successfully while following regulations. In short, the present value of current tax savings is seen as more valuable than uncertain future tax liabilities.

Taxes 52

Taxes Assets Portfolio Sales 52

Harness Wealth

APRIL 30, 2025

Charitable remainder trusts These present opportunities to combine exit planning with philanthropic goals, generating immediate tax deductions while providing income streams before final distribution to charities. This approach requires careful structuring to optimize benefits.

Taxes 52

Taxes Planning Tax Planning Sales 52

Midstream Marketing

NOVEMBER 12, 2024

You should provide a phone number to book a consultation. Now, these events need to move away from boring speeches and usual presentations. Don’t just share facts and numbers. Split your mailing list into groups based on demographics, financial goals, or interests. This way, your message will reach each person more effectively.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Tobias Financial

JUNE 1, 2025

Having a solid number to plan with helps a lot of high-net-worth individuals plan for their heirs more efficiently. Professional advisors should be consulted before implementing any of the options presented. Since OBBBA is in a very early stage, it can be difficult to predict its benefits and downsides.

Taxes 40

Taxes Financial Advisor CFP Wealth Advisor 40

Diamond Consultants

MAY 13, 2025

It presents a golden opportunity to ask questions and get a high-level overview. The Formal Offer A formal offer is more than just numbers on paper; it provides a comprehensive look at what transitioning to a new firm will mean for your bottom line. The Introduction Initial connections can happen in person, over the phone, or via Zoom.

Numbers 52

Numbers Wealth Management Clients Economics 52

Midstream Marketing

OCTOBER 29, 2024

It presents your brand to the right audience at the right time when they need it the most. Look at important numbers like website visits, leads, social media activity, and email open and click rates. Keeping track of these numbers helps them see how their campaigns bring in new clients and connect with existing ones.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

The Big Picture

MAY 20, 2025

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. Number one, it means our transaction costs are less, which based on your career, you know exactly.

Management 130

Management Numbers Transportation Accounting 130

The Big Picture

JANUARY 22, 2025

do not always act in their own best interest, that they sometimes make very poor decisions and that those decisions have ramifications for them in the present, and over the long term. Barry Ritholtz : One of the things always surprises clients when I show them the impact of compounding returns over time, you get some really giant numbers.

Wealth Management 130

Wealth Management Management Food Investments 130

Indigo Marketing Agency

MARCH 20, 2025

When clients see red numbers flashing across their screens, their instinct is often to panic, pull out of investments, or assume the worst. Social media posts: Even short LinkedIn or X updates can remind clients youre present, engaged, and monitoring the situation. Thats where financial advisors come in!

Communication 69

Communication Financial Advisor Marketing Marketing 69

Carson Wealth

OCTOBER 28, 2024

As with many of these numbers, we would take this with a grain of salt. We discuss above why some of the features that make divided government market friendly will likely still be present in 2025, even if we see a sweep. Now is when people might want to throw something at me, but it is what it is.

Marketing 96

Marketing Marketing Economy Investments 96

WiserAdvisor

JUNE 17, 2025

Want some numbers to back that up? This can present opportunities for investments in these sectors, too. This, in turn, makes ESG investing not only a moral decision based on your personal values but also a smart business move. Here they are: Investment funds that follow ESG guidelines manage more than $18 trillion globally.

Financial Advisor 59

Financial Advisor Ethics Healthcare Investments 59

Midstream Marketing

DECEMBER 16, 2024

These dashboards aggregate data from multiple sources, presenting key metrics in a visually intuitive and actionable format. Monitoring these numbers regularly can reveal areas for improvement. What are the best digital strategies for advisers?

Financial Advising 52

Financial Advising Marketing Marketing Media 52

The Big Picture

FEBRUARY 25, 2025

00:27:54 [Speaker Changed] Let’s put some, some numbers, some mean on that bone. 00:44:09 [Speaker Changed] Variance really candidly, just been pay attention to what the numbers say and pay attention to the data. And be sure and check out my new book, how Not to Invest the Bad Ideas, numbers, and Behavior that Destroys Wealth.

Investing 157

Investing Investments Management Engineering 157

Trade Brains

JUNE 12, 2025

Despite the positive news regarding trade between the US and China, as well as favourable Consumer Price Index (CPI) numbers from the United States, Bitcoin’s price failed to move above its all-time high. For the present price action, the total market cap of Bitcoin reached $2.13 Many altcoins are also experiencing losses today.

Numbers 52

Numbers Management Marketing Marketing 52

Workable Wealth

OCTOBER 14, 2020

But this number isn’t from lack of trying. With a financial plan you can rest easy knowing your money is working for you, and knowing you’re taking care of your present and future needs. This is especially true for women. However, only 72% of women who ask for a raise get one, compared to 82% of men. Get in touch with us today.

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

Trade Brains

JULY 6, 2025

A bonus share is a free share given to existing shareholders by a company, based on the number of shares they already own. It’s a way for companies to reward shareholders without paying cash, usually issued from the company’s profits or reserves. Several companies have recently announced bonus shares, making them worth keeping an eye on.

Manufacturing 93

Manufacturing Education Investment Advisor Investments 93