Nerd's Eye View

APRIL 6, 2023

But some advisors who choose to take more time off from their schedules might be concerned that prospects and clients will consider them to be less committed to serving their planning needs than other advisors. Notably, the choice of work schedule can affect the type of client with whom an advisor might want to work.

Clients 171

Clients Communication Financial Planning Numbers 171

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. Thomas Levasseur , a 34-year MDRT member from Dover, New Hampshire.

Clients 80

Clients Budgeting Financial Services Education 80

Steve Sanduski

MARCH 12, 2024

Alex’s fifteen years of service in the wealth management industry has focused on advocating for her clients throughout every permutation of their financial lives. Alex prides herself in finding solutions for her clients’ seemingly unsolvable problems, while providing a patient presence throughout each client’s unique journey.

Wealth Management 52

Wealth Management Clients Management CFP 52

MainStreet Financial Planning

NOVEMBER 8, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 11-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! Mint.com is Shutting Down on Dec.

Budgeting 83

Budgeting Financial Planning CFP Planning 83

Sara Grillo

MARCH 8, 2024

” Here are some seminar marketing tips for financial advisors who want to get new clients and develop relationships with their community. Financial advisor seminar marketing is not that simple You may be prohibited in some cases from saying anything to actively solicit leads. Do this right and they will ask you for a meeting.

Financial Advisor 52

Financial Advisor Budgeting Clients Media 52

Carson Wealth

APRIL 4, 2024

This might also be a good time to begin attending meetings with your parents’ financial advisor. Some adult children are hesitant to ask to join these meetings, but let me reassure you that a good advisor will welcome your participation.

Management 137

Management Healthcare Medical Estate Planning 137

Walkner Condon Financial Advisors

APRIL 26, 2024

There are many ways to approach this, but we recommend the following: Open a joint checking account that is used for shared expenses only. Keep (or open) separate individual checking/savings accounts that are used for personal purchases. Pro Tip: For any savings accounts that you use, consider opening a high-yield savings account.

Accounting 100

Accounting Financial Advisor Retirement Budgeting 100

WiserAdvisor

FEBRUARY 21, 2023

Due to the lack of technological know-how in the older generation, many scammers use new-age methods, such as obtaining passwords, account numbers, Social Security numbers, etc., Fraudsters may also pretend to represent a charity and use emotional appeals to convince the older person to donate. Annuity plans, pension plans , etc.,

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

eMoney Advisor

FEBRUARY 22, 2023

Amid the Great Wealth Transfer, with $84 trillion set to be passed between generations in the next two decades 1 , there’s a question you must ask yourself: Are your clients’ adult children prepared to inherit? By staying in tune with your clients, you can proactively meet their needs.

Estate Planning 75

Estate Planning Planning Education Clients 75

eMoney Advisor

NOVEMBER 14, 2022

Financial professionals are forever searching for better ways to serve clients and grow their businesses. If your client doesn’t follow the plan and take the appropriate actions based on the advice you provide, does that plan really matter? Why Engaged Clients Matter: Building Your Bottom Line.

Financial Planning 88

Financial Planning Clients Planning License 88

eMoney Advisor

DECEMBER 21, 2022

Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. Whereas cash flow-based financial planning involves a precise approach to meeting goals based on the money flowing into and out of a household every month. The Art of Setting Clear Goals.

Financial Planning 76

Financial Planning Planning Budgeting Clients 76

WiserAdvisor

APRIL 12, 2024

The time and attention they can dedicate to each client is a significant contributor to their effectiveness. As such, determining the optimal financial advisor-to-client ratio is crucial for ensuring that advisors can devote sufficient resources to understand, strategize, and support their clients effectively.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Sara Grillo

FEBRUARY 23, 2024

Use words like these before verbs: Likely Possibly Potentially In some cases Use selfie photos with emotional value. Use words like these before verbs: Likely Possibly Potentially In some cases Use selfie photos with emotional value. This goes further than boring, dry technical content anyways.

Compliance 52

Compliance Financial Advisor Media Clients 52

Indigo Marketing Agency

APRIL 16, 2024

It used to be that if you were a financial advisor, all you needed was a website to have credibility in the marketplace. And one of the most tried-and-true ways to do this is with an intro video on your home page: A video is like a digital handshake, letting visitors meet you without the commitment or investment of meeting in person.

Financial Advisor 52

Financial Advisor Engineering Education Communication 52

WiserAdvisor

SEPTEMBER 20, 2023

There are no waiting periods or conditions to meet. In the case of graded vesting, you would own 20% of $6000 ($1200) by the end of the 2nd year and a total of 40% of $6000 ($2,400) by the end of the 3rd year. Typically, employers use one of two methods: Cliff vesting or graded vesting. How long does vesting take in a 401(k)?

Accounting 100

Accounting Retirement Retirement Planning Planning 100

eMoney Advisor

MARCH 16, 2023

I knew these clients were being overlooked. The problem was that I couldn’t give these younger clients the time of day in that setting because they didn’t have enough investable assets yet. Be Ready for Inquisitive Clients Millennials grew up in the age of the internet. Some clients want to be the next Elon Musk.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

eMoney Advisor

APRIL 4, 2023

1 But have you been putting any effort into ensuring you will continue to work with the heirs of this wealth when your older clients hand it over? Financial advisor client education can play a crucial role in providing the knowledge and life skills they’ll need to oversee and sustain their inherited wealth.

Education 97

Education Financial Advisor Clients Planning 97

MazumaBusinessAccounting

APRIL 18, 2023

Meeting with clients, partners, or potential customers: As you are traveling to new destinations, consider the customers, potential clients, or partners you might have in the area. Set up times to meet with them to gain new insights for your business. Notes/minutes : Hang onto brochures or keep notes of business meetings.

Taxes 52

Taxes Accounting Transportation Clients 52

Good Financial Cents

SEPTEMBER 7, 2022

Either way, it’s easy to stress over making ends meet when your bank balance is teetering dangerously close to $0. Fortunately, there are plenty of ways to make money quickly, either by making money at home or using your skills and expertise to earn cash on the side. Best Creative Ways to Make Money. 1: Work as a freelancer.

Electronics 145

Electronics Accounting Food Clients 145

Indigo Marketing Agency

MARCH 24, 2023

As a financial advisor, building a robust network of referral sources is key to growing your business and delivering high-quality service to your clients. A Broader Perspective on Financial Planning: Financial planning and tax planning are so closely related that clients expect you to have contacts who are CPAs.

Financial Advisor 52

Financial Advisor Tax Planning Taxes Clients 52

Sara Grillo

FEBRUARY 16, 2024

Instead of a chance to pitch and make proposals , make the first meeting a time of discernment. You: Most of my clients are 5 to 10 years out of retirement or already retired. In either case you are adding value and showing you aren’t just a slick stock broker with a sales pitch. Prospect: Who do you work with?

Financial Advisor 52

Financial Advisor Sales Retirement Media 52

MarketWatch

APRIL 14, 2023

toward a record low in morning trading Friday, in the wake of the decision by the New Jersey Cannabis Regulatory Commission (CRC Board) to deny the renewal of the Massachusetts-based company’s cultivation and retail licenses for adult use. “We year to date, while the AdvisorShares Pure US Cannabis exchange-traded fund MSOS has dropped 23.3%

License 40

License Commission Retail Clients 40

FMG

AUGUST 16, 2023

Centers of influence for financial advisors are professionals who refer their clients to you and whom you are happy to refer your clients to, as well. Whether your advisory is considering bankers, insurance agents, or corporate executives as potential Centers of Influence, they must meet specific criteria.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

FMG

OCTOBER 6, 2022

It’s time for our next “Meet the Team” blog! When he isn’t delivering excellent service to our clients, you can find him hanging out with his family and enjoying nature! The thought of being able to efficiently solve our client’s issues in a timely manner makes me pleased as punch.

Clients 52

Clients 52

Nationwide Financial

JUNE 9, 2023

Key Takeaways: The last two years have been marked by the highest inflation rates in decades; your clients saving for retirement can use this to their advantage through short-term investments, tax deferral, and insurance products offering better benefits. Your clients can mitigate interest rate risk simply by holding them to maturity.

Retirement 98

Retirement Clients Certification Taxes 98

BlueMind

JULY 15, 2022

Attempting to deceive clients by distorting the price and the value of the security. Pressuring a client to buy or sell securities that are not in their best interest. Pressuring a client to buy or sell securities that are not in their best interest. Not accurately disclosing the level of risk of a security to a client.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Park Place Financial

SEPTEMBER 8, 2022

To facilitate more effective personal financial management, utilize this guide to find an advisor best suited to meet your needs and desires. . They often consider their clients’ overall financial situation to develop strategies for meeting long-term goals. . Review Their Commitment to Their Clients . Are they fiduciary?

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

FMG

DECEMBER 7, 2022

Financial advisors have many tools to assist them in marketing their businesses and reaching new potential clients. In addition, we’ll also be sharing some ways to use these keywords on your very own advisor site. financial advisor meeting. financial advisor meeting. How to Use These Keywords.

Financial Advisor 83

Financial Advisor Engineering Financial Planner Financial Consultant 83

Harness Wealth

SEPTEMBER 15, 2023

In the process of growing your accounting firm, building better client relationships is one of the most important elements of long-term success, and that starts with a robust client onboarding process. Table of Contents What is Client Onboarding? Why is Client Onboarding So Important?

Accounting 59

Accounting Clients Taxes Communication 59

FMG

FEBRUARY 2, 2023

And how do you make sure that they are qualified leads that have the potential to become clients? Use the Best Keywords In order to attract the right type of audience, make sure you are using the type of keywords that your audience would be searching for. Which you can use as-is or edit to your liking.

Media 52

Media Financial Planning Retirement Clients 52

Random Roger's Retirement Planning

MARCH 20, 2024

If you are going to use alternatives, it is crucial to understand the strategies well enough to know what they will and won't do. So far it is certainly meeting that expectation which again means not capturing the return of market cap weighted equities. JEPY sells 0dte put options. Obviously the answer is yes.

Portfolio 71

Portfolio Taxes Clients Marketing 71

Random Roger's Retirement Planning

MARCH 5, 2023

We've taken many looks at outside interests here over the years, I just used one of mine as an example above. When you have multiple dimensions you have more life experiences to draw upon to potentially help a client or a friend. It is important to know your limits though and never make something worse. Here's an example.

Financial Advisor 90

Financial Advisor Medical Clients 90

Nationwide Financial

AUGUST 2, 2022

Bengen said this would be the “worst case” scenario and suggested 5% was likely attainable. Since Bengen’s initial study, there’ve been variations of the 4% rule using higher or lower stock holdings as well as different testing methods. Health care and long-term care (premiums, co-pays, prescriptions). Insurance premiums.

Retirement 98

Retirement Portfolio Assets Accounting 98

Inside Information

APRIL 1, 2024

Broker-dealers live off of the activities of their affiliated reps; they facilitate the transactions and asset management for a percentage of the commissions and fees that advisors/reps receive from their clients. The DOL talks about a ‘totality’ test, on a case-by-case, industry-by-industry basis.

Compliance 40

Compliance Commission Sales Financial Services 40

BlueMind

MARCH 10, 2022

Although there is a fierce ongoing debate on the overall impact of digitization on the world (especially regarding employment rates), there is no doubt that it comes with many benefits for both financial advisors and their clients. 5 Benefits of Using E-Signature & E-Documentation 1.

Compliance 52

Compliance Electronics Financial Advisor Clients 52

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

Indigo Marketing Agency

JULY 27, 2023

As a financial advisor, engaging in fee conversations with prospective clients can be challenging—and sometimes downright awkward! Proactively Address Fees Rather than waiting for clients to bring up the topic of fees, take the initiative to address them head-on. Others are convinced that they can DIY their financial plan for free.

Financial Planning 52

Financial Planning Financial Advisor Clients Communication 52