Advisor Perspectives

FEBRUARY 28, 2024

If your firm wants to create marketing content for LinkedIn, but your advisors cater to different client types, how can your brand effectively speak to each type without isolating others?

Clients 52

Clients Marketing Marketing 52

Indigo Marketing Agency

JULY 1, 2020

One way we do this is through an annual client survey. . On May 31, we sent out an email to our current clients asking them to fill out a 5-minute survey online. How satisfied are you with our services? What do you value most about our services? What do you hear about our competition? Survey responses: .

Clients 52

Clients Marketing Marketing Financial Advisor 52

The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

Assets 291

Assets Management Asset Allocation Risk Management 291

Abnormal Returns

APRIL 9, 2024

ft.com) Why Goldman Sachs ($GS) wants to help clients launch ETFs. abnormalreturns.com) What you missed in our Monday linkfest. Then check out our weekly e-mail newsletter. (barrons.com) The rise in Bitcoin has caused some long term holders to sell. cnbc.com) Global Japan is trying to rebuild its chip manufacturing sector.

Financial Advising 257

Financial Advising Manufacturing Economy Media 257

Nerd's Eye View

MARCH 21, 2024

For many financial advicers, helping long-time clients identify and progress toward their goals eventually transitions into conversations around the best ways to enjoy the fruits of their labor once they reach them. And by ensuring that their clients are equipped with (and know how to follow!) Read More.

Clients 188

Clients Financial Planning Financial Advice Retirement 188

The Chicago Financial Planner

FEBRUARY 2, 2024

One of the tactics used by Bernard Madoff to perpetrate his fraud was to send clients his own statements instead of statements generated by a third-party custodian like Charles Schwab, Fidelity, TD Ameritrade, and others. Ask your financial advisor about their client base. Where will my money be housed? What can you do for me?

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

Abnormal Returns

MARCH 14, 2024

axios.com) Clients are asking advisers about crypto. abnormalreturns.com) What you missed in our Wednesday linkfest. Then check out our weekly e-mail newsletter. Crypto How Grayscale nabbed the coveted $BTC ticker. wsj.com) Finance Swearing on company conference calls is on the rise. ft.com) ARMs are no longer a bargain.

Financial Advising 253

Financial Advising Media Food Economy 253

The Big Picture

SEPTEMBER 9, 2023

Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. You can find all of our earlier podcasts on your favorite platforms here.

Engineering 313

Engineering Management Portfolio Assets 313

The Big Picture

MARCH 16, 2024

Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • How a Physics Whiz Made a Fortune Betting on Nature’s Catastrophes : John Seo used his scientific knowledge to develop a winning formula for trading catastrophe bonds — a market that’s booming thanks to climate change and inflation.

Clients 265

Clients Management Numbers Assets 265

Nerd's Eye View

APRIL 1, 2024

Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure).

Estate Planning 170

Estate Planning Financial Advisor Startup Clients 170

The Reformed Broker

OCTOBER 9, 2023

It’s staffed with three of our Certified Financial Planners in Charlotte who’ve been taking care of our clients in the area. To celebrate, I’m bringing twenty of my people down for a week of client meetings and to see our local friends and colleagues.

Certified Financial Planner 152

Certified Financial Planner Financial Planner Clients 152

Nerd's Eye View

JANUARY 8, 2024

For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. represent our past and present industry's reactive focus on coming up with solutions to address client problems, Financial Advice 3.0

Financial Advice 182

Financial Advice Medicine Financial Planning Estate Planning 182

Nerd's Eye View

MARCH 4, 2024

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

Startup 190

Startup Wealth Management Clients Portfolio 190

The Reformed Broker

OCTOBER 28, 2023

ALERT: Michael, Barry, Ben and about twenty of our most highly skilled advisor / client service superstars are coming to North Carolina from November 6th through 8th to meet with clients and celebrate our new branch office in downtown Charlotte. I’ll be there too, of course.

Financial Planning 169

Financial Planning Clients Portfolio Planning 169

Nerd's Eye View

DECEMBER 11, 2023

For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.

Financial Advisor 185

Financial Advisor Financial Advice Ethics Financial Planning 185

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. We have been working hard to fulfill this commitment over the past 15 months, enhancing our offerings in a number of areas.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios. Last year, we published our first special edition of The Advisory focused on sustainable investing. We have been working hard to fulfill this commitment over the past 15 months, enhancing our offerings in a number of areas. Mon, 09/12/2016 - 08:16.

Portfolio 52

Portfolio Clients Investing Investments 52

Nerd's Eye View

NOVEMBER 6, 2023

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

Compliance 210

Compliance Valuation Financial Advisor Clients 210

Abnormal Returns

JANUARY 15, 2024

riaintel.com) HNW clients want additional services. kitces.com) Client's lives are growing more complex. crr.bc.edu) How AI is going to help us track our lives. (thinkadvisor.com) Vanguard is entering the cash management space with the Cash Plus Account. riabiz.com) Avise is a cooperative platform for advisers.

Financial Planner 237

Financial Planner Wealth Management Retirement Planning Financial Advising 237

The Big Picture

FEBRUARY 23, 2024

A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.

Management 186

Management Investing Investments Wealth Management 186

Nerd's Eye View

AUGUST 30, 2023

financial planning processes and other 'trade secrets') with them to a competitor and are more concerned about clients (and the revenue they bring in) following their (departing) advisor to their new firm. But in the financial advisory business, firms are typically less concerned about employees taking intellectual property (e.g.,

Clients 197

Clients Communication Financial Planning Planning 197

The Big Picture

OCTOBER 11, 2023

We will be meeting with clients and hanging with the team from our Charlotte offices. We are also meeting prospective clients and interviewing a few new folks for the firm. This is the perfect opportunity to learn more about how we manage assets and develop financial plans for our clients, or just swing by and say “hello.”

Financial Advisor 140

Financial Advisor Financial Planning Clients Management 140

Nerd's Eye View

OCTOBER 5, 2023

For many financial advisors, financial planning advice traditionally focuses on optimization: tax-efficient, continually rebalanced portfolios are often designed to maximize a client's wealth throughout retirement. Which can help clients narrow down what really matters to them most.

Clients 216

Clients Financial Planning Financial Advisor Communication 216

Nerd's Eye View

DECEMBER 4, 2023

And for #AdvisorTech companies who want to submit their tech announcements for consideration in future issues, please submit to TechNews@kitces.com !

Financial Advisor 205

Financial Advisor Clients Planning Distribution 205

Nerd's Eye View

JANUARY 25, 2024

Few service industries have as much potential to impact lives as financial advice, and it's that very ability for financial advicers to help their clients achieve positive outcomes that can often compound for decades and beyond that make the profession deeply satisfying for so many.

Financial Advice 190

Financial Advice Financial Planning Clients Numbers 190

Nerd's Eye View

SEPTEMBER 21, 2023

Regardless of the size of a financial advisory firm, clients are a constant necessity to sustain a profitable business. As a starting point, there are unconventional marketing principles that can help advisors who do not want to engage in traditional marketing campaigns to effectively attract and acquire clients.

Advertising 207

Advertising Clients Financial Advisor Communication 207

Nerd's Eye View

JANUARY 1, 2024

And for #AdvisorTech companies who want to submit their tech announcements for consideration in future issues, please submit to TechNews@kitces.com !

Retirement Planning 206

Retirement Planning Compliance Startup Clients 206

Nerd's Eye View

DECEMBER 14, 2023

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. While conversations between financial advisors and their clients often focus on the quantitative aspects of a client's financial life (e.g.,

Financial Advisor 192

Financial Advisor Communication Clients Financial Planning 192

Nerd's Eye View

OCTOBER 2, 2023

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

Communication 223

Communication Portfolio Management Clients Tax Planning 223

The Reformed Broker

MARCH 11, 2023

I want to start out this week with a big thank you to all our fans, friends, employees and clients who came out to see us in Chicago this week for what can only be described as a whirlwind of productivity and fun. The meetings were meaningful, the catch-ups were long overdue and the food was fantastic. We will be back!

Food 286

Food Taxes Portfolio Clients 286

Million Dollar Round Table (MDRT)

APRIL 14, 2024

Levasseur, CLU, MS Ed Like many financial advisors, we want clients who will show behaviors that make them easy to work for and help us serve them better. We also want those clients to introduce us to more people like themselves. We then ask them to grade us in four areas that mean a lot to them.

Clients 64

Clients Financial Advisor Assets Planning 64

The Big Picture

JULY 1, 2023

A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. All of our earlier podcasts on your favorite pod hosts can be found here.

Distribution 186

Distribution Clients Management Investing 186

Nerd's Eye View

NOVEMBER 2, 2023

Many financial advisors have found that serving a client niche not only helps them run a more efficient firm (as they work with clients facing similar planning issues), but also attracts more new clients (as they are able to offer a unique value proposition for clients within the niche).

Clients 172

Clients Retirement Planning Financial Advisor 172

The Big Picture

APRIL 8, 2023

” Buffett doesn’t have to worry about his clients asking tough questions because his clients are the actuarial tables. A list of his books is here ; A transcript of our conversation is available here Tuesday. All of our earlier podcasts on your favorite pod hosts can be found here.

Valuation 290

Valuation Insurance Numbers Portfolio Management 290

Nerd's Eye View

SEPTEMBER 4, 2023

And for #AdvisorTech companies who want to submit their tech announcements for consideration in future issues, please submit to TechNews@kitces.com !

Startup 225

Startup Financial Advisor Clients Financial Planning 225

Nerd's Eye View

APRIL 18, 2024

For many firm owners, an internal succession plan can be an attractive strategy to sell their practice, as it provides both continuity of service for clients and opportunities for the next generation of advisors to become firm owners themselves.

Planning 130

Planning Valuation Sales Financial Advice 130

Abnormal Returns

JANUARY 5, 2024

msn.com) Hedge funds are losing favor among financial advisers and their clients. abnormalreturns.com) What you missed in our Thursday linkfest. Then check out our weekly e-mail newsletter. (priceactionlab.com) Hedge funds David Tepper's Carolina Panthers are at the bottom of the NFL.

Financial Advising 212

Financial Advising Media Economy Economics 212