Nerd's Eye View

MARCH 26, 2024

Welcome back to the 378th episode of the Financial Advisor Success Podcast ! 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. My guest on today's podcast is Michael Collins.

Financial Advisor 130

Financial Advisor Clients Wealth Management Communication 130

Nerd's Eye View

OCTOBER 10, 2022

Communicating ongoing value to clients and prospects can be a challenge for financial advisors. Although there are many ways to articulate how an advisor can create value for a client, there is no guarantee that any one particular method will resonate with every potential client.

Communication 130

Communication Clients Financial Advisor Financial Planning 130

Nerd's Eye View

JULY 8, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with a recent study indicating that 15% of employee advisors at wirehouse firms and 7% of independent advisors affiliated with a broker-dealer are considering leaving their firm in the next one to two years.

Financial Planner 139

Financial Planner Clients Media Assets 139

Carson Wealth

APRIL 4, 2024

There are both practical and emotional challenges to consider before you step in and take over your parents’ financial situation. A recent study found that only 38% of Americans have talked to their parents about their current and future financial situation. How do you begin to navigate this new reverse dynamic? It’s not always easy.

Management 137

Management Healthcare Medical Estate Planning 137

The Big Picture

MARCH 25, 2023

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y.

Portfolio Management 169

Portfolio Management Management Assets Portfolio 169

Darrow Wealth Management

MAY 3, 2024

What to Do With a Sudden Cash Windfall Wondering what to do with a sudden financial windfall? Deciding what to do with a cash windfall always comes down to your personal goals and financial situation. Deciding what to do with a cash windfall always comes down to your personal goals and financial situation.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

James Hendries

JANUARY 8, 2023

Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it’s a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so important that more than half 1 of employers now offer financial wellness programs to their workers.

Consulting 98

Consulting Tax Planning Accounting Medical 98

eMoney Advisor

FEBRUARY 1, 2023

A sense of ambiguity about the future and financial stress is taking a toll on our clients’ mental, physical, and relational well-being. 2 Amidst all of this uncertainty, what can help individuals be more resilient in coping with financial stress? And how can financial planners help?

Clients 93

Clients Financial Planner Financial Advisor Financial Planning 93

WiserAdvisor

MAY 16, 2023

The connection between financial stress and mental health has become a growing concern, especially in recent times. The loss of jobs, higher costs of essential goods, and the burden of debt can all contribute to overwhelming stress, anxiety, and other mental health issues. How does financial stress affect your mental health?

Financial Advisor 52

Financial Advisor Budgeting Education Medical 52

The Big Picture

AUGUST 8, 2023

percent annually since the global financial crisis in 2008. I’m not an investor because I’m not a fund manager, and I’m not a financial advisor. The head of the powerful New York Fed said that it was an “open question,” and that rates could fall next year. ( have generated negative alpha of approximately 1.2

Economy 244

Economy Financial Advisor Investing Investments 244

Truemind Capital

FEBRUARY 8, 2024

A store manager recommended their brand’s new oil & shampoo that is the solution to all the hair loss problems. Many investors pick up stocks/mutual funds suggested by a friend, colleague, financial influencers, and other media sources. Why lose your hair to financial stress? But it didn’t help.

Investing 52

Investing Investments Fee Only Consulting 52

Don Connelly & Associates

NOVEMBER 13, 2023

We've frequently stressed the importance of building deep and trusting relationships with clients. Practically speaking, the stronger and more enduring your client relationships, the greater their lifetime value to you in terms of repeat business, growing assets under management, referrals, and family legacies. new home purchase).

Financial Advisor 52

Financial Advisor Clients Management Assets 52

Walkner Condon Financial Advisors

APRIL 26, 2024

Whether you are engaged or have recently married, developing a plan to combine finances with your partner can significantly reduce finance-related stress down the road by promoting transparency and simplicity in your relationship. Priorities can be viewed as smaller financial commitments that you account for on an ongoing basis.

Accounting 103

Accounting Financial Advisor Retirement Budgeting 103

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am a CFA® charterholder and financial advisor marketing consultant.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Fortune Financial

APRIL 11, 2024

The reality for those with various employers is that untracked retirement savings might lead to missed financial growth opportunities and instability. Diligent oversight and management of these retirement accounts is essential for anyone aiming to build a solid financial foundation for a comfortable and secure retirement.

Retirement 59

Retirement Retirement Planning Financial Advisor Education 59

Gen Y Planning

FEBRUARY 1, 2023

Stress, and for some, lots of it. Nearly 44% of Generation Y report feeling stressed all or most of the time. Everyone has unique stressors, but the most common are saving money, managing debt, and planning for retirement. Luckily, we have compiled various tips from self-reported “less-stressed” millionaires to help you.

Financial Planning 52

Financial Planning Financial Advisor Retirement Planning 52

Your Richest Life

JANUARY 16, 2024

So many people try to jump right into making changes in their financial life without spending time working on their mindset. Adopt a growth mindset to offset money stress If you’re feeling like you just can’t make headway with your finances right now, you’re not alone. Everyone has been affected in some way.

Budgeting 52

Budgeting Financial Planner Numbers CFP 52

Carson Wealth

NOVEMBER 29, 2023

How to Plan for Long-Term Care Coverage You should start with your financial advisor. Once you and your advisor have determined the kind of protection that is best suited for you, the process starts by filling out an application for coverage. Seven out of 10 people will eventually require long-term care in their lifetime.

Planning 143

Planning Insurance Assets Financial Advisor 143

FMG

FEBRUARY 27, 2023

We get the pleasure of building website for a variety of financial advisors, including these amazing female-led firms. Guelich Capital Management Led by a mother-son team, Founder and President Connie C. From their intuitive design to the way they market their businesses, these examples are sure to wow you.

Financial Advisor 98

Financial Advisor CFP Financial Planning Wealth Management 98

eMoney Advisor

APRIL 4, 2023

As a financial professional, you are likely aware of what the media is calling the Great Wealth Transfer—where $84 trillion is set to be passed to younger generations over the next two decades. 2 Begin by understanding that the challenges in managing inherited wealth are not just about the numbers.

Education 97

Education Financial Advisor Clients Planning 97

eMoney Advisor

DECEMBER 6, 2022

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

WiserAdvisor

JULY 25, 2023

Hiring a financial advisor can provide several benefits that are essential for managing your financial well-being. They can create a comprehensive financial plan tailored to your specific needs and goals. In addition to their financial expertise, a financial advisor can also address your emotional needs.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

eMoney Advisor

APRIL 18, 2023

Financial professionals are often guided to group their clients and prospects in accordance with segmentation guidelines. As a result, consumers are experiencing financial stress. This includes factoring all aspects of the client’s life—financial and otherwise—into the financial planning process.

Clients 72

Clients Financial Planning Planning Financial Planner 72

Investment Writing

FEBRUARY 13, 2024

When people spot grammar errors, their heart rate variability declines, indicating that they’re stressed. That’s according to a University of Birmingham research study reported on in “ Grammar Goofs Make Your Heart Skip: The Stressful Beat of Misused Language ” in Neuroscience News. Here’s what advisors say about my book.

Clients 52

Clients Sales Communication Investing 52

Investment Writing

FEBRUARY 13, 2024

When people spot grammar errors, their heart rate variability declines, indicating that they’re stressed. That’s according to a University of Birmingham research study reported on in “ Grammar Goofs Make Your Heart Skip: The Stressful Beat of Misused Language ” in Neuroscience News. Here’s what advisors say about my book.

Clients 52

Clients Sales Communication Investing 52

Fortune Financial

JANUARY 11, 2024

For human resource (HR) managers, curating a benefits package that resonates with the workforce boosts talent attraction, enhances employee retention and fosters a thriving organizational culture. The strategic management of employee benefits is vital in creating an outstanding workplace.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Chief Financial Officer. As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. Financial Manager.

Compliance 87

Compliance Budgeting Accounting Insurance 87

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. The record-high credit card debt presents a significant challenge for both individuals and the economy.

Financial Planning 59

Financial Planning Planning Financial Advisor Budgeting 59

Ballast Advisors

OCTOBER 10, 2023

At Ballast Advisors, we’re all about creating a comprehensive financial planning strategy that considers every season of the year, especially the high-spending final months. Being prepared will not only save you some serious cash but also some unnecessary stress. While research says U.S. While research says U.S.

Planning 52

Planning Budgeting Taxes Financial Planner 52

Darrow Wealth Management

DECEMBER 23, 2023

And with a little creativity, it’s possible to give a financial gift that will make a lasting impression for the recipient. If you’re looking for gift ideas for a child, adult, parent, or relative for a holiday, birthday, or special occasion, consider one of these financial or investment gift ideas.

Taxes 78

Taxes Wealth Management Education Planning 78

Clever Girl Finance

JANUARY 22, 2024

Even when you’ve got a lot of things right, you might reach a point when getting your financial situation under control seems impossible. If you’re really struggling financially and aren’t sure which problem to tackle or how, budget counseling can help. Plus how to protect your credit scores and other key financial strategies.

Budgeting 65

Budgeting Financial Counseling Debt Management Financial Advisor 65

WiserAdvisor

DECEMBER 18, 2023

It’s about crafting a financial safety net that will carry you comfortably through your later years. Remember, effective retirement planning involves a balance of realistic expectations and prudent financial strategies, ensuring you can enjoy your retirement years with peace of mind and financial security.

Retirement 105

Retirement Retirement Planning Risk Tolerance Healthcare 105

WiserAdvisor

APRIL 19, 2024

While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Creating a robust estate plan can be an intricate process that requires attention to several legal, financial, and emotional considerations.

Estate Planning 59

Estate Planning Planning Distribution Accounting 59

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide?

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52