Nerd's Eye View

JUNE 13, 2024

As the financial advice industry continues to move toward providing full-blown professional services rather than focusing primarily on product sales, advisory (advicery?) firms are increasingly experiencing similar stages of growth in their practices.

Professional Services 189

Professional Services Financial Advice Clients Communication 189

Harness Wealth

APRIL 17, 2025

Professional services require documentation that shows a direct benefit to your business, supported by contracts or engagement letters. Travel, meals, and supplies must directly relate to legitimate business activities. Equipment and supplies should demonstrate clear operational or revenue-generating use.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Nerd's Eye View

JULY 11, 2023

What's unique about Thor, though, is how he has structured his firm so that clients rotate through different advisors at the firm each time they come in for a meeting, eschewing the traditional industry approach of trying to help clients form a deep relationship with one individual advisor and instead intentionally creating an environment where clients (..)

Clients 189

Clients CFP Financial Advisor Education 189

Million Dollar Round Table (MDRT)

JUNE 4, 2024

You can either fall into the category of transactional advisors, where you are simply looking to sell a product, or you can take the wholly encompassing, 360-degree approach to giving good financial advice, supported by a range of other professional services.

Professional Services 99

Professional Services CFP Insurance Financial Advice 99

SEI

FEBRUARY 7, 2025

The RIA industry is experiencing massive consolidation, driving demand for integrated solutions that unify technology, investment management, and professional services.

Professional Services 52

Professional Services Management Investing Investments 52

Harness Wealth

MARCH 6, 2025

Office supplies: Expenses for items like paper, pens, software, and other necessary office equipment Marketing and advertising: Costs incurred for promoting your freelance services, including website development, social media advertising, and business cards. Freelancers can take a variety of tax deductions for legitimate business expenses.

Taxes 52

Taxes Consulting Professional Services Tax Planning 52

MarketWatch

APRIL 25, 2023

Other cost-cutting measures include marketing expenses, third-party contracts and professional services, logistics and travel, the company said. Enwright will work closely with Schwindle through early June to ensure a smooth transition, Vera Bradley said. Visit MarketWatch.com for more information on this news.

Professional Services 52

Professional Services Retail Planning Marketing 52

Carson Wealth

APRIL 18, 2023

Jack Lindsey started Integrated Wealth in 1984, with a vision of creating a client-first financial services firm, dedicated to providing professional service with a personalized touch. Over the last four decades, those same principles have been the driving force of the firm’s growth.

Wealth Management 81

Wealth Management CFP Professional Services Clients 81

The Irrelevant Investor

DECEMBER 6, 2020

The winners, think construction and warehouses, rebounders, like restaurants and dentists, damaged industries like travel and tourism, and finally, paused areas, like professional services. There is an interesting phenomenon happening in this last group, which I wrote about a few weeks ago.

Professional Services 52

Professional Services Economy Economics Marketing 52

Midstream Marketing

JANUARY 24, 2025

Like any other business or professional service, financial advisors’ number one priority has become having a strong online presence. A well-designed website not only boosts credibility but also effectively attracts potential clients.

Financial Advisor 52

Financial Advisor Compliance Budgeting Professional Services 52

MarketWatch

JUNE 22, 2023

billion contract to provide cloud services to the U.S. The cloud platform being provided, called T-Cloud, will cover an array of professional services and technical and security support, the company said, and will allow for a “flexible and cost-effective approach to utilizing and consuming data in the cloud.”

Professional Services 40

Professional Services Government Management Marketing 40

BlueMind

APRIL 19, 2022

According to the survey, industries that were related to retail, arts, entertainment, personal services, food services, and hospitality business were hit the hardest with unemployment almost hitting past the 50% mark. However, finance, professional services, and real estate-related businesses were impacted a lot less.

Financial Advisor 52

Financial Advisor Professional Services Clients Recruitment 52

Ballast Advisors

JULY 13, 2023

Please rest assured that our services and commitment to meeting your expectations remain unaffected by the construction project. Our dedicated team is fully equipped to assist you remotely and provide the same level of support and professional services you have come to expect from us.

Professional Services 40

Professional Services Communication 40

eMoney Advisor

APRIL 6, 2023

Its Code of Ethics and Standards of Conduct states: A CFP ® professional must exercise reasonable care and judgment when selecting, using, or recommending any software, digital advice tool, or other technology while providing Professional Services to a Client.

CFP 76

CFP Financial Planning Clients Planning 76

Indigo Marketing Agency

JUNE 17, 2024

But how can we pump up the persuasion and turn your professional service into more than just an idle web page they glanced at for 12 seconds? The vast majority of people who end up on any page of your website will read a bit, maybe give your page a timid scroll, then disappear forever, never to return. Answer: the sales funnel.

Financial Advisor 52

Financial Advisor Sales Professional Services Clients 52

Steve Sanduski

AUGUST 21, 2024

On today’s show, Susie Cranston shares her insights on the essence of great leadership, including why servant leadership is is one of the best models for a professional services firm. Otherwise, what’s all that hard work — and AUM — really for?

Clients 59

Clients Banking Accounting Professional Services 59

Indigo Marketing Agency

FEBRUARY 24, 2024

Keyword Research and Optimization We’ve all turned to Google to find answers to pressing questions or seek out professional services nearby. Let’s explore the specific ways a marketing agency can help you rank for wealth management, so you can boost your online presence and rise above the competition.

Wealth Management 52

Wealth Management Management Engineering Marketing 52

FMG

OCTOBER 14, 2022

The second you open the website you know that they mean business and have the expertise to provide you with professional service. The Beyond Your Exit site sets itself apart with its sleek color scheme and design style. From the logo in the top left to the placement of the navigation bar.

Financial Advisor 98

Financial Advisor Wealth Management Wealth Advisor Clients 98

Trade Brains

OCTOBER 10, 2024

In India, this generation reshapes various sectors, from fashion to food delivery and professional services to wellness. Companies can leverage the data about their spending behaviors through website or app visits. They can customise according to their needs.

Food 52

Food Medical Media Medicine 52

MazumaBusinessAccounting

APRIL 2, 2023

If every business in your field is charging less than you, it may be challenging to market your services and persuade customers to choose your business. Understand the pain points of your clients The fact of the matter is that people use professional services to solve problems.

Communication 52

Communication Clients Professional Services Consulting 52

MazumaBusinessAccounting

APRIL 3, 2023

If every business in your field is charging less than you, it may be challenging to market your services and persuade customers to choose your business. Understand the pain points of your clients The fact of the matter is that people use professional services to solve problems.

Communication 52

Communication Clients Professional Services Consulting 52

BlueMind

FEBRUARY 11, 2022

As is the case with all professional service providers, one of the most daunting and demanding tasks for financial advisors is staying on top of the paperwork when initiating a relationship with their new clients.

Compliance 52

Compliance Financial Advisor Clients Electronics 52

Indigo Marketing Agency

SEPTEMBER 9, 2020

As a practicing financial advisor and CPA, I have read what seems like all of the marketing books centered around marketing a professional services practice. Here’s what two advisors had to say: . Claire is one of the very few that I believe have helped my businesses the most.

Financial Advisor 52

Financial Advisor Marketing Marketing Engineering 52

Trade Brains

MAY 21, 2024

Impact of Macroeconomic factors: The demand for the Company’s office spaces depends on other macroeconomic factors such as the growth of IT, professional services, and other such industries. Any disruption to these can significantly impact the Awfis’ financials.

Financial Services 59

Financial Services Clients Sales Professional Services 59

Indigo Marketing Agency

APRIL 3, 2024

So when someone cracks open that 10-pound book and flips to F for “financial advisor,” they see your smiling face, professional services, and contact info. The phonebook readers, on the other hand, are already motivated buyers weighing potential solutions. It connects you with the active searchers. The hot leads.

Financial Services 52

Financial Services Financial Advisor Advertising Engineering 52

Harness Wealth

FEBRUARY 27, 2023

The business is active at the time of acquisition, it is not an investment entity, and at least 80% of company assets must be used to run the business The business does not fall into an excluded category, such as a professional service business, a finance company, a hotel or restaurant, or one where the company’s reputation rests upon the skill (..)

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Inside Information

APRIL 26, 2024

There is certainly nothing wrong with being good at the metrics of managing an RIA as a business, but what does that have to do with professionalism? I think a small partnership or solo practice that focuses on delivering professional services to the client would be more accurately called a ‘professional’ firm as we normally define the term.

Fee Only 40

Fee Only Professional Services Clients Management 40

Indigo Marketing Agency

SEPTEMBER 16, 2024

Article Spotlight: This article shows you how to turn your professional service into more than just an idle web page with a sales funnel: Sales Funnels for Financial Advisors: Creating Your Digital Lead Machine. Finally, direct them toward a clear call to action, such as scheduling a consultation.

Planning 52

Planning Marketing Marketing Financial Advisor 52

Darrow Wealth Management

NOVEMBER 5, 2024

professional services, consulting, law, health, financial services, farming, among others). In general, the original purchaser of QSBS must be the seller claiming the Section 1202 exclusion.² At least 80% of the company’s assets must be used in qualified trades or businesses.

Taxes 71

Taxes Wealth Management Tax Planning Assets 71

Trade Brains

MAY 17, 2023

The company’s core industry focus is retail, travel services, energy, agriculture, commodities, and professional services. Sonata has sales offices in India, North America, the UK, Europe, Africa, and Australia and multiple development centers in Canada, Ireland, the USA, and India.

Planning 98

Planning Retail Economy Taxes 98

Clever Girl Finance

MAY 23, 2023

Provide your own 40th birthday party entertainment on a budget Another fun way to save money on your birthday bash is by providing your own entertainment rather than paying for a band or other professional service. You could get a Bluetooth speaker and create your own music playlist for the party.

Budgeting 52

Budgeting Food Planning Professional Services 52

Harness Wealth

APRIL 29, 2025

This protection extends to both business debts and potential claims arising from professional services, offering significant protection for tax practitioners. This separation proves invaluable when facing business debts or general claims unrelated to professional services.

Taxes 52

Taxes Compliance Distribution License 52