Nerd's Eye View

DECEMBER 26, 2022

Accordingly, just as I did last year, and in 2020, 2019, 2018, 2017, 2016, 2015, and 2014, I've compiled for you this Highlights List of our top 20 articles in 2022 that you might have missed , along with a few of our most popular episodes of ‘Kitces & Carl’ and the ‘Financial Advisor Success’ podcasts.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

The Big Picture

JUNE 24, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Evolution of Financial Advice. The weekend is here! To be a successful investor you need to possess a number of different traits. You need to understand how math, statistics and probabilities work.

Math 269

Math Advertising Financial Advice Assets 269

eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. 1 Market volatility was found to be a major factor in spurring people to seek advice. Sources: 1.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Indigo Marketing Agency

APRIL 3, 2024

And here’s how to do it: Keyword Research for Financial Advisors SEO for financial advisors relies on identifying keywords and key phrases that potential clients are using to search for financial advice and services. Google places value on those sites that look clean and organized on both desktop and phone screens.

Financial Services 52

Financial Services Financial Advisor Advertising Engineering 52

Inside Information

OCTOBER 30, 2021

Past winners include Ron Rhoades, David Tittsworth, Skip Schweiss, Phyllis Borzi, Harold Evensky, Barbara Roper and, in 2016, the entire U.S. Yes,” says Rostad. “As I look across the investment advisory world, I don’t see much evidence of individuals remembering that fiduciary is a core differentiator in financial advice.

CFP 40

CFP Commission Investments Investing 40

Sara Grillo

OCTOBER 7, 2024

They had 400 clients when they started their flat fee conversion in 2016. Although it seems like an intimidating conversation, it gets easier over time. How has it changed the RIA firm’s growth trajectory? They now have 600 clients. They want to grow in a controlled manner and work-life balance for their team is important.

Clients 59

Clients Financial Advisor Consulting Management 59

eMoney Advisor

NOVEMBER 10, 2022

That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. Londell McMillan said in a 2022 hearing. What can we learn from celebrity estate planning disasters like this? It turns out, plenty.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78