Nerd's Eye View

DECEMBER 6, 2023

But once a financial coach addresses specific questions from clients around actual securities (e.g., how they should invest their savings or why one particular asset is better suited for their specific circumstances than another), they will need to register as an investment adviser.

Investments 246

Investments Investing Retirement Planning Financial Advising 246

Nerd's Eye View

JULY 19, 2022

Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. My guest on today's podcast is Andrew Komarow.

Financial Advisor 246

Financial Advisor Clients Financial Planning Insurance 246

Nerd's Eye View

NOVEMBER 6, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)

Compliance 246

Compliance Valuation Financial Advisor Clients 246

Nerd's Eye View

JULY 2, 2024

billion in assets under management (AUM) for 630 client households. My guest on today's podcast is Kristopher Heck. Kristopher is a Founding Partner of Tanager Wealth Management, an RIA based in London, England, that oversees approximately $1.1

Financial Advisor 201

Financial Advisor Clients Planning Wealth Management 201

Nerd's Eye View

SEPTEMBER 3, 2024

Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Nerd's Eye View

AUGUST 27, 2024

Mark is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and is a longtime practice management consultant and thought leader in the financial advisory industry.

Financial Advisor 130

Financial Advisor Consulting Accounting Clients 130

Nerd's Eye View

APRIL 23, 2024

Tyson is the CEO of FORM Wealth Advisors, a hybrid advisory firm based in Lake Geneva, Wisconsin, that oversees approximately $900 million in assets under management for just over 800 client households. My guest on today's podcast is Tyson Ray.

Clients 130

Clients Financial Advisor Wealth Advisor Financial Advice 130

Nerd's Eye View

AUGUST 13, 2024

Welcome to the 398th episode of the Financial Advisor Success Podcast ! billion in assets under management for approximately 2,700 client households. My guest on today's podcast is Eric Wulff. Eric is the CEO of Marcum Wealth, an RIA based in Cleveland, Ohio, that oversees $2.5

Financial Advisor 130

Financial Advisor Financial Planning Accounting Planning 130

Steve Sanduski

APRIL 22, 2023

There are several components that affect the growth of a fee-based advisory business. A portion of these lost assets are often offset by existing clients adding new money so now we’re down to about 2 – 4% of new revenue needed to reach breakeven.

Clients 64

Clients Distribution Assets Financial Advising 64

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The benefits of advice-only financial planners. He does not take discretion of client assets.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. RAMPULLA: They paid off of assets under management.

Financial Advisor 286

Financial Advisor Clients Taxes Investments 286

Good Financial Cents

APRIL 19, 2023

When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. Now let’s get started.

Accounting 105

Accounting Investments Investing Media 105

Nerd's Eye View

DECEMBER 4, 2024

In the competitive market for financial advice, advisory firms often seek to find ways to differentiate themselves from one another. Additionally, private funds can employ leverage, short selling, derivative strategies, and other methods to further manage the portfolio's risk and return characteristics.

Clients 225

Clients Financial Advice Investing Investments 225

Nerd's Eye View

APRIL 1, 2025

Nick is the managing partner of Stoic Financial, an LPL-affiliated advisory firm based in Boynton Beach, Florida, that oversees $107 million in assets under management for 70 client households. My guest on today's podcast is Nick Rodkin.

Financial Advisor 130

Financial Advisor Financial Planning Planning Clients 130

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. LINDZON: No, so obviously, I did the business plan, I’m kidding. LINDZON: This is not financial advice.

Media 290

Media Investments Investing Valuation 290