The Diamond Podcast for Financial Advisors: 2023’s Most Valuable Insights
Wealth Management
JANUARY 11, 2024
An annual digest of the year's podcast with financial advisors with hosts Louis Diamond and Jason Diamond
Summer Reading List Of “Best Books” For Financial Advisors – 2023 Edition
Nerd's Eye View
JUNE 12, 2023
While 2023 got off to a bumpy start for many advisory firms, still smarting from a rough prior year of market returns (and volatile revenue), a relative return to ‘normalcy’ means that for most, the advisory business has reached whatever its new post-pandemic normal will be.
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Webinars
Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Trending Sources
The 9 ‘Best’ Financial Advisor Conferences (For Scaling Up) In 2023
Nerd's Eye View
OCTOBER 17, 2022
Leading to an expansion in various ‘niche’ conferences that specialize in particular challenges that advisors face as they follow the growth journey. Which, in turn, is spawning even more hunger for specialized practice management conferences in 2023.
Summer Reading List Of “Best Books” For Financial Advisors – 2024 Edition
Nerd's Eye View
JUNE 10, 2024
The first half of 2024 has been a solid start for most advisory firms, with markets enjoying moderate growth (a pleasant follow-through after a particularly strong 2023!), client retention rates remaining robust, and at least a bit of client referral growth trickling in.
Alts Access Integral to Financial Advisor Success in 2023
Wealth Management
DECEMBER 12, 2022
According to recent CAIS survey, private wealth allocation to new asset classes set to take off over next two years.
How Financial Advisors Can Reduce Their Carbon Footprint in 2023
Wealth Management
JANUARY 10, 2023
If you are offering clients an ESG or sustainable investment solution, it’s important to walk the talk.
Of Myths and Moving 2023
Wealth Management
DECEMBER 13, 2023
Setting the record straight on the most common misconceptions that can block financial advisors from improving their business lives.
Empowering Financial Advisors: Mastering Digital Communication and CX
Wealth Management
AUGUST 1, 2023
Tuesday, August 22, 2023 | 2:00 PM ET
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2023 Highlights – The Top 22 Nerd’s Eye View Blog Posts You Might Have Missed
Nerd's Eye View
DECEMBER 18, 2023
As 2023 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd's Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). We recognize (and appreciate!) Read More.
Highlights From The 2023 T3 Advisor Conference
Nerd's Eye View
APRIL 10, 2023
The 2023 Technology Tools for Today (T3) Advisor Conference, held last month in Tampa, Florida, featured a large gathering of financial advisors and representatives across the fintech industry attending the 2½-day conference.
The Latest In Financial #AdvisorTech (August 2023)
Nerd's Eye View
AUGUST 7, 2023
Welcome to the August 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, underlying trends, and developments that are emerging in the world of technology solutions for financial advisors!
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The Latest In Financial #AdvisorTech (November 2023)
Nerd's Eye View
NOVEMBER 6, 2023
Welcome to the November 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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The Latest In Financial #AdvisorTech (December 2023)
Nerd's Eye View
DECEMBER 4, 2023
Welcome to the December 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
TD Ameritrade To Schwab Conversion Tips For Financial Advisors
Nerd's Eye View
AUGUST 28, 2023
And with the final conversion of clients scheduled to take place over the upcoming Labor Day weekend of 2023, the marathon is approaching its final sprint toward the finish line.
Our Top Blogs of 2023 for Independent Financial Advisors
XY Planning Network
DECEMBER 18, 2023
Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year.
The Latest In Financial #AdvisorTech (September 2023)
Nerd's Eye View
SEPTEMBER 4, 2023
Welcome to the September 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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The Latest In Financial #AdvisorTech (October 2023)
Nerd's Eye View
OCTOBER 2, 2023
Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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The Latest In Financial #AdvisorTech (February 2023)
Nerd's Eye View
FEBRUARY 6, 2023
Welcome to the February 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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The Latest In Financial #AdvisorTech (March 2023)
Nerd's Eye View
MARCH 6, 2023
Welcome to the March 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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The Latest In Financial #AdvisorTech (April 2023)
Nerd's Eye View
APRIL 3, 2023
Welcome to the April 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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41 Top Influencers for Financial Advisors in 2023
Indigo Marketing Agency
DECEMBER 19, 2022
As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out the list below.
The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed
Nerd's Eye View
DECEMBER 25, 2023
Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.
The Latest In Financial #AdvisorTech (May 2023)
Nerd's Eye View
MAY 1, 2023
Welcome to the May 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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Ask the Experts: Estate Planning Q&A for Financial Advisors
Wealth Management
MARCH 27, 2023
Tuesday, April 18, 2023 | 11:00 AM ET
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The Latest In Financial #AdvisorTech (January 2023)
Nerd's Eye View
JANUARY 2, 2023
Welcome to the January 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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Wealth Management Industry Awards: On the Red Carpet with Martin Tarlie
Wealth Management
OCTOBER 11, 2023
Listen as Martin Tarlie, Director, Product Lead, GMO, discusses how their 2023 Wealthies Initiatives help financial advisors.
The Latest In Financial #AdvisorTech (June 2023)
Nerd's Eye View
JUNE 5, 2023
Welcome to the June 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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Wealth Management Industry Awards: On the Red Carpet with David Warne
Wealth Management
OCTOBER 11, 2023
Listen as David Warne, Executive Director, Head of Strategic Services, Atria Wealth Solutions, discusses how their 2023 Wealthies Initiatives help financial advisors.
The Latest In Financial #AdvisorTech (July 2023)
Nerd's Eye View
JULY 3, 2023
Welcome to the July 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics
Nerd's Eye View
JANUARY 3, 2024
The good news is that by gaining a better understanding of some of the economy's key drivers, financial advisors have the opportunity to deliver more value to their clients by helping them better identify the opportunities and risks present in this highly uncertain environment!
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2022 Highlights — The Top 22 Nerd’s Eye View Blog Posts You Might Have Missed
Nerd's Eye View
DECEMBER 26, 2022
This year has been challenging for many financial advisors as they help their clients (and their own firms!) Thanks again for the opportunity to serve you in 2022, and I’m excited to share more soon about some new initiatives we’re planning to do to support the Financial Advicer community even more in 2023 and beyond!
Surviving the Recession – on newsstands now!
The Reformed Broker
DECEMBER 15, 2022
A few weeks back I sat down with Bank of America’s quantitative and equity strategist Savita Subramanian and fellow financial advisor Georgia Lee Hussey to talk about how investors can protect themselves and find opportunity in 2023.
Adviser links: forces you cannot control
Abnormal Returns
DECEMBER 25, 2023
Podcasts Michael Kitces talks with Ted Jenkin who is the consultant of JTPD Partners, a firm that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. advisorperspectives.com) Do financial advisers recommend annuities to their clients? kitces.com)
Financial Advisor Income Statement and Balance Sheet: Template Download
Sara Grillo
APRIL 11, 2023
Here are some Excel models financial advisors can use to create your Chart of Accounts. Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet. I am a CFA® charterholder and I used to be a financial advisor.
Attract More Financial Advisor Leads in 2023
Covisum
OCTOBER 7, 2022
Lead Gen Best Practices for Advisors. Lead generation should be one of the most critical aspects of your 2023 marketing strategy. Now is the time to start crafting a marketing strategy for the year ahead. So, it would help if you had an online presence that builds trust with your prospects.
Shaping Future Success: Financial Advisors Embrace Convergence, Growth, and Technology
Wealth Management
SEPTEMBER 19, 2023
Thursday, October 12, 2023 | 2:00 PM ET
Planning For Adoption: Understanding Different Pathways And Their Costs, Tax Breaks, And Financial Assistance Available
Nerd's Eye View
AUGUST 2, 2023
Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses. At the same time, adoption can be expensive, with costs that can add up to $70,000 or more.
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Weekend Reading For Financial Planners (Nov 5-6)
Nerd's Eye View
NOVEMBER 4, 2022
And while Schwab executives have asked advisors for patience amid the transition, some advisors currently on TD’s platform could choose from a range of alternative custodial options rather than be subsumed into the Schwab ecosystem.
Announcing More Webinars And IAR CE In 2024 And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
DECEMBER 11, 2023
For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future. Read More.
Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog
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.
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Weekend Reading For Financial Planners (March 30-31)
Nerd's Eye View
MARCH 29, 2024
Nonetheless, Kitces Research suggests that when it comes to financial advisors, those with sufficient experience can often have both, with thriving advisors earning more and working fewer hours!
Choosing a Life of Fulfillment
NAIFA Advisor Today
DECEMBER 4, 2024
John Davidson is a seasoned professional in the financial services industry, having served in various roles throughout his 44-year career. He was honored with NAIFA's Terry Headley Lifetime Defender Award in 2023, recognizing his significant contributions to the industry.
Personal finance links: taking actual risks
Abnormal Returns
MARCH 15, 2023
morningstar.com) Banking Eight questions about the banking panic of 2023 including 'Is my money safe?' humbledollar.com) Advice How to fire your financial advisor in four steps. (open.spotify.com) Christine Benz and Jeff Ptak talk with Robert Powell about generating income in retirement.
Ric Edelman Unplugged
The Reformed Broker
APRIL 21, 2023
This week, Michael Batnick, Ben Carlson, Ric Edelman, and Downtown Josh Brown discuss regulators vs Bitcoin, advice for financial advisors looking to get in the content game, the 2023 banking crisis, the new 60/40, exponential technology, how AI will impact financial advice, longevity, and much more!
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