NAIFA Advisor Today

FEBRUARY 21, 2024

Join us on Tuesday, March 5, 2024, from 12:00 pm to 1:00 pm Eastern for a webinar on the evolving needs of aging clients in the financial industry. This session is vital for financial professionals who are navigating the complexities of managing assets for clients facing aging-related challenges.

Financial Advisor 52

Financial Advisor Clients Planning Assets 52

Nerd's Eye View

AUGUST 30, 2022

What's unique about Ed, though, is how as a former financial advisor turned financial therapist, he utilizes couples therapy techniques to help his clients dig deeper into the issues in their lives that may be preventing them from implementing their financial planning recommendations and helps them get unblocked to achieve their financial goals.

Clients 187

Clients Financial Advisor Financial Services Education 187

Don Connelly & Associates

NOVEMBER 20, 2023

Who among us has never had worries about money? You can expect that many of your clients have experienced money worries from time to time. We know that clients can become stressed during periods of increasing market volatility or economic distress.

Clients 52

Clients Financial Advisor Economics Marketing 52

Million Dollar Round Table (MDRT)

SEPTEMBER 24, 2023

Levasseur The most important aspect of a successful financial services business is identifying, nurturing and processing prospects into new clients. I use detailed procedures to ensure this happens in my business, and you can easily adapt them for your own prospecting. Levasseur, CLU, MS Ed Thomas F.

Clients 80

Clients Budgeting Financial Services Education 80

Don Connelly & Associates

AUGUST 28, 2023

Client complaints—it happens to the best of us. Some financial advisors go for years without receiving a client complaint. Most client complaints are unexpected, which is why advisors must be able to quickly shift into rapid response gear or risk losing a client.

Clients 52

Clients Communication Financial Advisor Management 52

Don Connelly & Associates

AUGUST 28, 2023

Client complaints—it happens to the best of us. Some financial advisors go for years without receiving a client complaint. Most client complaints are unexpected, which is why advisors must be able to quickly shift into rapid response gear or risk losing a client.

Clients 52

Clients Communication Financial Advisor Management 52

Tobias Financial

AUGUST 15, 2023

Professional growth and development of our employees is very important to us, which is why we are thrilled to announce that Melanie Leal Ramirez has been promoted to Client Service Manager! Throughout her time with us, Melanie has shown a remarkable commitment to personal and professional growth.

Clients 52

Clients Management Financial Planning Assets 52

Million Dollar Round Table (MDRT)

SEPTEMBER 2, 2022

By Adam Thomas Rex, CFP, AIF When we think about gifts for clients, we notice there is a tendency toward repetition: “Hey, this is exactly what their dentist is doing for them.” We have been on a mission to come up with unique ideas of how we connect with our clients from a gift standpoint. And we said, “Perfect.

Clients 83

Clients CFP Distribution Numbers 83

eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. After that first year, we went a little more niche and focused on different types of clients.

Education 103

Education Financial Planning Clients Planning 103

Nationwide Financial

JULY 20, 2022

Social Security planning is an important part of preparing for retirement, and clients considering filing for benefits in today’s environment are finding planning more challenging as they contend with the lingering economic impacts of COVID-19, record inflation, and heightened market volatility. How planning has changed?

Clients 98

Clients Planning Retirement Planning Retirement 98

Advisor Perspectives

NOVEMBER 13, 2023

Morgan Stanley’s strategists see US stocks and bonds outperforming their emerging markets peers next year, according to a note to clients.

Assets 52

Assets Clients Marketing Marketing 52

Indigo Marketing Agency

OCTOBER 9, 2023

Join us as we discuss the powerful tool of video to help you gain trust with prospects, stay top-of-mind, educate clients, and display your knowledge and competence about complex financial topics. Best of all, you can use video in every area of your marketing strategy: blog posts, social media, and email.

Clients 52

Clients Financial Advisor Media Education 52

Investment Writing

JUNE 15, 2023

A client used to abbreviate the United States as U.S. What style guides say The online AP Stylebook says “Uses periods in the abbreviation.” ” However, “In headlines, it’s US (no periods).” What style guides say The online AP Stylebook says “Uses periods in the abbreviation.”

Numbers 59

Numbers Clients Investing Investments 59

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

Advisor Perspectives

JUNE 14, 2023

Ken Griffin, whose hedge fund churned out a record $16 billion for clients last year, is increasing his focus on credit trading as he braces for a potential US recession.

Clients 52

Clients 52

Don Connelly & Associates

SEPTEMBER 11, 2023

Living in the digital world, with its instantaneous access to information, has made us smarter and more empowered. In many ways, it has leveled the playing field for clients who now have access to much of the same information once only available to investment professionals. For clients especially, this should be a good thing, right?

Clients 52

Clients Numbers Investing Investments 52

Don Connelly & Associates

SEPTEMBER 11, 2023

Living in the digital world, with its instantaneous access to information, has made us smarter and more empowered. In many ways, it has leveled the playing field for clients who now have access to much of the same information once only available to investment professionals. For clients especially, this should be a good thing, right?

Clients 52

Clients Numbers Investing Investments 52

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 252

Financial Planner Wealth Management Retirement Planning Financial Advising 252

The Big Picture

MARCH 16, 2024

Others fear it may destroy us. BBC ) • What Deathbed Visions Teach Us About Living : Researchers are documenting a phenomenon that seems to help the dying, as well as those they leave behind. ( The firm manages over $10 trillion in client assets. Who will decide our fate? (

Clients 265

Clients Management Numbers Assets 265

James Hendries

OCTOBER 7, 2022

But we continue to see signs that the worst may be behind us. Please contact us if you have any questions. Stocks and bonds are both down significantly. Elevated food and gas prices continue to stretch budgets, and higher interest rates have increased borrowing costs. Gas prices are falling. Important Information.

Clients 52

Clients Asset Allocation Portfolio Assets 52

Wealth Management

NOVEMBER 30, 2022

The focus will return to high net worth and ultra high net worth clients.

Clients 80

Clients Planning 80

eMoney Advisor

FEBRUARY 21, 2023

As a financial professional, would your clients be able to answer this question: What is your money for? A great way to help your clients live their best life is to help them pinpoint sources of meaning and pursue a plan that’s in alignment with those sources of meaning. Do they have something to look forward to?

Clients 86

Clients Retirement Planning Financial Planning 86

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. And because you care about your clients, you are probably feeling the strain as you work to help them cope.

Clients 93

Clients Financial Planner Financial Advisor Financial Planning 93

Brown Advisory

SEPTEMBER 25, 2023

It's the Little Things: Why US Small-Cap Stocks Deserve More Attention bgregorio Mon, 09/25/2023 - 08:42 Small-Cap Growth Strategy --> For most investors, a primary objective is creating an optimal portfolio allocation that maximizes returns for a given level of risk.

Portfolio 52

Portfolio Clients Management Investing 52

Steve Sanduski

DECEMBER 9, 2022

Instead of a traditional focus on ROI, these folks are aiming to improve what I call Return on Life — using money to enrich our whole lives, including the world around us. The financial changes you help your clients make can ripple out into the wider world. My Key Takeaways: Everything is connected. Take a stand.

Certified Financial Planner 75

Certified Financial Planner Clients Investing Investments 75

The Reformed Broker

NOVEMBER 20, 2023

.” This is the phrase that came to mind as I was watching Josh Smith walk us through the demo of VRGL last week. I thought to myself it would be impossible for a mediocre financial advisor to hold onto a client relationship if something like this were in use by a rival advisor.

Financial Advisor 169

Financial Advisor Taxes Clients 169

Nationwide Financial

MARCH 7, 2023

Key Takeaways You and your clients are probably feeling the pressure of inflation and the anxiety of a potential recession—and now can be a good time to discuss financial security. Helping a client develop a plan and follow through on their goals is a strategy to get them to a place where they feel financially secure.

Clients 52

Clients Retirement Planning Retirement Financial Planning 52

Indigo Marketing Agency

NOVEMBER 7, 2023

With that said, understanding how to maintain a robust online presence can be the game-changer you need to attract and retain new clients. An outdated website, therefore, is nothing but a significant roadblock on your path to growth, and one that leaves a bad first impression on potential clients.

Financial Advisor 52

Financial Advisor Clients Consulting Marketing 52

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. If you live in the Chicago area and could use a little help with your portfolio, tax advice or just want.

Food 286

Food Taxes Portfolio Clients 286

Nationwide Financial

APRIL 20, 2023

For many of us, that means a tax refund. That can be a great option for your clients who are deciding what to do with their tax return. Now could be a great time to reach out to your clients, as they have most likely received or will receive their tax returns and are getting things in order for the rest of the year.

Taxes 59

Taxes Clients Investing Investments 59

eMoney Advisor

JANUARY 24, 2023

A financial plan should be an accurate reflection of a client’s truest vision for their future. Creating a financial plan that maps closely to a client’s values and goals requires quite a bit of work—mostly in getting to the heart of what really matters to them. But how do you find just the right report for each client?

Clients 82

Clients Financial Planning Retirement Financial Planner 82

Tobias Financial

DECEMBER 6, 2022

One of the most important tools for us to do this is the online financial portal we provide. A New, Modern Interface: How we interact with the many screens around us is always evolving and improving. As a reminder, the client portal is always available to you. Here’s what you can expect: . For Apple phones, please click HERE.

Financial Advisor 52

Financial Advisor Clients Financial Planning Accounting 52

Brown Advisory

NOVEMBER 16, 2021

Family Office Client Stories eberkwits Tue, 11/16/2021 - 12:54 One size definitely doesn't fit all. As such, our practice is to create a unique solution for each family office client. Some families come to us looking for a robust solution to streamline their financial life and help them achieve a certain peace of mind.

Clients 52

Clients Taxes Communication Investing 52

Brown Advisory

NOVEMBER 16, 2021

Family Office Client Stories. As such, our practice is to create a unique solution for each family office client. Some families come to us looking for a robust solution to streamline their financial life and help them achieve a certain peace of mind. Download our Family Office client stories here. . .

Clients 52

Clients Taxes Communication Investing 52

Advisor Perspectives

DECEMBER 13, 2022

The client had been with us for more than 15 years. When she left, I called her to ask if there was anything we could have done differently or better.

Clients 52

Clients 52

Tobias Financial

JULY 11, 2023

The CFP® holds significant importance to us as a firm, as it represents a high standard of excellence in the field of financial planning. We hold our advisors to this rigorous requirement, ensuring that those who lead client relationships and provide investment advisory services possess this designation.

Certified Financial Planner 40

Certified Financial Planner Financial Planner Fiduciary Duty CFP 40

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