Nerd's Eye View

DECEMBER 18, 2023

Accordingly, just as I did last year , and in 2021 , 2020 , 2019 , 2018 , 2017 , 2016 , 2015 , and 2014 , I've compiled for you this Highlights List of our top 2 2 articles in 2023 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 246

Financial Advisor Numbers 246

The Chicago Financial Planner

AUGUST 24, 2021

While Bernie Madoff passed away in April of 2021, financial fraud is still very much an issue. Financial fraud is all over the news. Given the increasing skill and imagination of fraudsters there is no fool-proof way to protect you and your family from financial fraud. FINANCIAL WRITING. Elder Fraud. Stay engaged.

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

Ethics 245

Ethics Financial Advice CFP Financial Advisor 245

Nerd's Eye View

NOVEMBER 15, 2023

As a result of this attention, advisors are seeing an uptick in questions from their clients – and may have questions about their own businesses – regarding whether or not the ERC is really legitimate, who can actually claim it, and whether it's worth pursuing either way.

Clients 246

Clients Taxes Government Startup 246

eMoney Advisor

APRIL 4, 2023

While your clients may spend time and money to get their estate properly organized, there are additional steps financial professionals can take to help them prepare their children to receive their inheritance. This same report noted that more than 70 percent of heirs are likely to change financial advisors after inheriting.

Education 97

Education Financial Advisor Clients Planning 97

BlueMind

JULY 15, 2022

Although the purpose is simple: to protect investors, customers, the economy, and society from financial crimes but on the other hand it increased compliance challenges for financial advisors. This article " Top Compliance Challenges Financial Advisors Face " was first published on BlueMind Blog.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Indigo Marketing Agency

NOVEMBER 20, 2020

There are more than a few reasons to look forward to 2021. So we wanted to give you a sneak peek into what the financial advisor landscape may look like next year. Right now, according to the Bureau of Labor Statistics, there are approximately 263,000 financial advisors in the United States. Shifting Generations.

Financial Advisor 52

Financial Advisor Wealth Advisor Clients Numbers 52

Indigo Marketing Agency

NOVEMBER 3, 2021

This has been our best year yet at Indigo Marketing Agency, with more marketing tips for financial advisors than ever before. Take a moment to review our top 10 blog posts of 2021! It tells prospects how you’re different, why they should choose you over other advisors, and how their lives will be transformed by working with you.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Nerd's Eye View

OCTOBER 21, 2022

Also in industry news this week: The wealth of those in the Millennial and Generation Z cohorts increased by 25% in 2021 and members of these generations are willing to pay for financial advice, according to a new study.

Financial Planner 234

Financial Planner Retirement Planning Retirement Insurance 234

FMG

AUGUST 4, 2022

At the end of 2021, I “retired” after 33 years in the investment management industry, the last nearly 22 of them at Eaton Vance in Boston, where I served as a global equity portfolio manager and Director of Equity Strategy Implementation. Michael was happy to share some of the firm’s history, strategies, and insights.

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!

CFP 246

CFP Clients Certification Financial Advice 246

Nerd's Eye View

JANUARY 16, 2023

Indeed, financial advisors often describe one of the benefits of financial planning as helping people take control of their time by giving them the financial freedom to do what they enjoy. One of the most important aspects of emotional wellbeing is having a feeling of control over one’s time.

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

Sara Grillo

JUNE 2, 2022

There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. I’m keeping a running tally of these BS advisor ranking lists and please let me know if there are any I am missing, I’ll put them on my hit list. I am a CFA® charterholder and financial advisor marketing consultant.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

The Chicago Financial Planner

DECEMBER 5, 2021

For 2021 the maximum contribution limits are $58,000 and $64,500 for those who will be 50 or over in 2021. This includes the regular employee 401(k) contribution limits for 2021 of $19,500 and $26,000 for those 50 and over. It’s best to check with your tax or financial advisor regarding the latest date for contributions.

Retirement Planning 155

Retirement Planning Retirement Financial Planner Accounting 155

The Chicago Financial Planner

OCTOBER 21, 2021

Health insurance plans with an annual deductible of at least $1,4000 for a single person and $2,800 for a family qualify for use with HSAs in 2021, with no change in these limits for 2022. The HSA contribution limits for 2021 are $3,600 for individuals and $7,200 for families. FINANCIAL WRITING. How the HSA works .

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

The Chicago Financial Planner

FEBRUARY 3, 2022

At the end of 2021, Meta shares comprised 1.96% of the Vanguard S&P 500 Index ETF (ticker VOO). With the tremendous year for stocks in in 2021, many investors are likely still in a good long-term position. Financial coaching focuses on providing education and mentoring regarding the financial transition to retirement.

Asset Allocation 190

Asset Allocation Financial Planner Marketing Marketing 190

The Chicago Financial Planner

OCTOBER 20, 2021

If you are working, collecting a Social Security benefit and younger than your FRA your benefits will be reduced by $1 for every $2 that your earned income exceeds the annual limit which is $18,960 for 2021. For 2021 this increased limit is $50,520, for 2022 this limit is $51,960. FINANCIAL WRITING. 25,000 earned income.

Retirement 192

Retirement Financial Planner Taxes Distribution 192

Indigo Marketing Agency

MAY 17, 2022

Join me in this quick video where I uncover the sweet spot for the length of a financial advisor’s blog post! We get this question all the time: What is the perfect blog post length—how many words—for a financial advisor? The post What Is the Best Length of Blog Post for Financial Advisors?

Financial Advisor 59

Financial Advisor Engineering Financial Planning Education 59

Indigo Marketing Agency

FEBRUARY 19, 2021

Do you ever wonder how your business compares to other financial advisors? Check out my latest webinar to learn how to grow your business by 25% in 2021. The post How Do You Compare to the Average Financial Advisor? Video) appeared first on Indigo Marketing Agency.

Financial Advisor 52

Financial Advisor Financial Services Clients Management 52

Conneqtor

SEPTEMBER 7, 2022

Becoming an independent financial advisor and starting your own RIA isn’t all easy. As someone who did it myself back in 2021 the journey, process, and good & bad of… Read More » But it can also be one of the best decisions you can make if going independent is the best thing for you and your clients.

Financial Advisor 52

Financial Advisor Clients Investment Advisor Financial Planning 52

The Chicago Financial Planner

NOVEMBER 27, 2022

Financial coaching focuses on providing education and mentoring on the financial transition to retirement. FINANCIAL WRITING. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Don’t miss any future posts, please subscribe via email.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

The Chicago Financial Planner

JUNE 13, 2022

After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. Financial coaching focuses on providing education and mentoring on the financial transition to retirement. FINANCIAL WRITING. The S&P 500 index was down about 17.6%

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

The Chicago Financial Planner

FEBRUARY 6, 2022

If you work with a financial advisor make sure that they consider your 401(k) and all investments when helping you plan for your retirement. Financial coaching focuses on providing education and mentoring on the financial transition to retirement. FINANCIAL WRITING. They may also offer advice in some format.

Retirement Planning 189

Retirement Planning Retirement Financial Planner Planning 189

The Chicago Financial Planner

FEBRUARY 5, 2022

In 2021 the indicator held true to form, sort of, with the market having an up year after Tampa Bay’s win. Financial coaching focuses on providing education and mentoring on the financial transition to retirement. FINANCIAL WRITING. Clearly investors should be rooting for the Rams this year.

Investments 184

Investments Investing Financial Planner Risk Tolerance 184

FMG

JULY 13, 2023

When it comes to your website, the financial advisor landing page is a great way to draw attention to your campaign and draw in a specific audience by creating a highly individualized message for different target markets. Making it important to ensure your financial advisor landing pages follow best practices.

Financial Advisor 52

Financial Advisor Retirement Financial Consultant CFP 52

Sara Grillo

FEBRUARY 23, 2024

That is why I wrote this blog about financial advisor technology tips for those who are not the best with things computer-related. 2 Don’t forget about the free stuff There is a ton of free technology for financial advisors! The newsletter is a critical part of a financial advisor marketing plan.

Financial Advisor 52

Financial Advisor Media Assets Accounting 52

Indigo Marketing Agency

JUNE 20, 2024

There are more than a few reasons to look forward to 2021. So we wanted to give you a sneak peek into what the financial advisor landscape may look like next year. What The Statistics Say Right now, according to the Bureau of Labor Statistics, there are approximately 263,000 financial advisors in the United States.

Financial Advisor 40

Financial Advisor Wealth Advisor Clients Numbers 40

The Chicago Financial Planner

NOVEMBER 8, 2021

So far in 2021, the index is in record territory and has closed at record levels numerous times during the year. At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. FINANCIAL WRITING. The index finished 2020 with a gain in excess of 18%.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

FMG

MAY 22, 2023

For our latest Financial Advisor Website Showcase, we are joined by James. M Comblo, CEO of FSC Wealth Advisors. So I chose to join the family business as an advisor in 2012 and continued on until becoming president and CEO in 2021. James has seen some amazing results from his updated FMG website.

Wealth Advisor 52

Wealth Advisor Financial Advisor Clients Planning 52

Investment Writing

JULY 6, 2023

21, 2014, made edits on May 28 and October 24, 2021; October 12, 2022; and July 6, 2023. 21, 2014, made edits on May 28 and October 24, 2021; October 12, 2022; and July 6, 2023. The post 20 topics for your financial blog appeared first on Susan Weiner Investment Writing. WHERE Where in the world should you invest?

Financial Planner 137

Financial Planner Financial Advisor Financial Planning Retirement 137

Nerd's Eye View

OCTOBER 25, 2022

Welcome back to the 304th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Chad Chubb. Chad is the founder of WealthKeel, an independent virtual RIA based in Tampa, Florida that advises on over $100 million of assets for 110 client households. Read More.

Clients 130

Clients Financial Advisor Communication Financial Planning 130

Midstream Marketing

FEBRUARY 13, 2021

Note: This article has been updated for 2021 after two more years of being in the marketing trenches. Many advisors find sites like SmartAsset or WiserAdvisor particularly challenging. The Importance of Perspective in Lead Generation for Financial Advisors. Paladin Registry.

Financial Advisor 52

Financial Advisor Clients Assets Financial Services 52

BlueMind

APRIL 25, 2022

In 2021, the United Nations Women announced the International Women’s Day theme as ‘Women in leadership: Achieving an equal future in a COVID-19 world’ in order to applaud the tremendous efforts of women around the world for preparing a more equal future for women in the midst of the Covid-19 pandemic. Category: Client Relations.

Financial Advisor 52

Financial Advisor Clients Communication Wealth Management 52

Indigo Marketing Agency

DECEMBER 30, 2021

The new testimonial rule has officially gone into effect as of May 4, 2021! This completely revolutionizes the way financial advisors can market their services. But as an advisor, how do you effectively use the new testimonial rule in your marketing without running into compliance issues? That’s where we come in.

Financial Advisor 52

Financial Advisor Compliance Clients Accounting 52

Indigo Marketing Agency

SEPTEMBER 14, 2021

If you’re a financial advisor, you probably know that creating consistent content is key to increasing your online presence and generating referrals. Every time I meet an advisor who hasn’t done much marketing in the past, one of the first questions they ask is, “What should I post on my blog?” We can’t wait to chat with you!

Financial Advisor 52

Financial Advisor Clients Management Marketing 52

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. Read More.

Financial Advisor 130

Financial Advisor Clients Wealth Management Communication 130

Million Dollar Round Table (MDRT)

JANUARY 3, 2023

Olson, CFP, MSFS Books are a source of fresh ideas that spark growth in my career as a financial advisor. You can see more from Phil Jones in his 2021 MDRT Annual Meeting session Three critical ingredients for complex conversations , which is for MDRT members only.]. Below are my five favorite book club picks from 2022.

CFP 98

CFP Financial Advisor Communication 98