Nerd's Eye View

JULY 25, 2022

First and foremost, we’re excited to announce that, effective immediately, all of our Nerd’s Eye View blog and recorded webinar CE from 2022 (and all future CE) is now eligible for the new IAR CE requirements. Those who are interested (or have a friend or family member who might be!)

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

Abnormal Returns

DECEMBER 25, 2023

wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice. advisorperspectives.com) Do financial advisers recommend annuities to their clients? crr.bc.edu) Some highlights from the Nerd's Eye View blog in 2023. riabiz.com) MSCI ($MSCI) is buying Fabric Risk. kitces.com)

Financial Advising 289

Financial Advising Startup Commission Financial Advice 289

Nerd's Eye View

AUGUST 2, 2024

Further, the court indicated that its ultimate decision is likely to favor groups opposing the regulation, which could lead to an appeal by the DoL and leave advisors waiting (potentially much longer) for a final answer on what will be required of them going forward.

Financial Planner 246

Financial Planner Financial Advice Investment Planning Planning 246

Nerd's Eye View

AUGUST 2, 2024

Further, the court indicated that its ultimate decision is likely to favor groups opposing the regulation, which could lead to an appeal by the DoL and leave advisors waiting (potentially much longer) for a final answer on what will be required of them going forward.

Financial Planner 243

Financial Planner Financial Advice Investment Planning Planning 243

Nerd's Eye View

JANUARY 16, 2024

What's unique about Thomas, though, is how he's been able to use social media, and Twitter in particular, to attract over 170 new prospects this year alone by educating, nurturing, and making a lasting impression on his followers, with relatively short blog posts that seem rather 'simple' but hit his specific prospects' pain points, so that they when (..)

Media 246

Media Financial Advisor Financial Planning Planning 246

Nerd's Eye View

SEPTEMBER 8, 2022

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client.

Financial Planner 189

Financial Planner Financial Advice Financial Advisor Financial Planning 189

Abnormal Returns

OCTOBER 23, 2023

riabiz.com) AI Is AI an existential threat to the business of financial advice? riabiz.com) The upside of pro bono financial planning. citywire.com) A list of the top blogs for financial advisors to read. (wealthmanagement.com) Creative Planning A profile of Peter Mallouk, CEO of Creative Planning.

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Compliance Estate Planning Financial Advice Financial Advisor 162

Nerd's Eye View

AUGUST 24, 2022

In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreement when describing the RIA’s services and fees.

Electronics 242

Electronics Clients Retirement Planning Financial Advice 242

Nerd's Eye View

AUGUST 24, 2022

In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreement when describing the RIA’s services and fees.

Electronics 238

Electronics Clients Retirement Planning Financial Advice 238

Nerd's Eye View

FEBRUARY 26, 2024

In the early days of the financial advice industry, an advisor's options for generating new business were somewhat limited. From there, advicers can determine if the activity is actually having any effect by measuring the number of Prospect Inquiries, or how many people reach out to learn more about what the advicer offers.

Marketing 245

Marketing Marketing Sales Clients 245

Midstream Marketing

OCTOBER 29, 2024

Key Highlights Millennials can benefit a lot from getting financial advice. You should change your marketing approach to meet the specific financial needs and interests of millennials. Listen to their concerns and adjust your financial advice to align with their goals. Right now, few of them use advisors regularly.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

Nerd's Eye View

SEPTEMBER 12, 2023

We also talk about how, while building his first business (a website with a low-cost monthly subscription dedicated to helping people find 401(k) solutions), Jason found that most people who needed help were retirees that needed a financial advisor which inspired him to first launch his own RIA, how Jason rapidly grew his firm and attracted hundreds (..)

Financial Advisor 246

Financial Advisor Investing Investments Financial Advice 246

Steve Sanduski

MAY 29, 2024

Why financial advice isn’t about complexity, it’s about connectivity. Brian Portnoy’s concept of client-centric advice vs. human-centric advice. Making financial advice a collaborative process. To how many clients can an advisor deliver exceptional service, and Ric Edelman’s solution.

Financial Advice 59

Financial Advice Clients Food Financial Advisor 59

Nerd's Eye View

JULY 2, 2024

In this episode, we talk in-depth about how Kristopher chose his unique cross-border specialization, in part due to his own experience as a US expatriate navigating the financial issues that come with living and working in the UK, why Kristopher's firm emphasizes the ability to teach other team members about technical planning topics (since team members (..)

Financial Advisor 189

Financial Advisor Clients Planning Wealth Management 189

Sara Grillo

MARCH 8, 2024

Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. I don’t know when the market financial advisor marketing already looks like it was written by a robot. Not so fast! ?

Financial Advice 52

Financial Advice Financial Advising Risk Tolerance Clients 52

Sara Grillo

NOVEMBER 25, 2024

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” For those of you who are new to my blog, my name is Sara.

Insurance 52

Insurance Financial Advisor Consulting Clients 52

Sara Grillo

APRIL 19, 2024

One of the biggest fears that people have, when they are looking for a financial advisor, is this: “Is it truly impossible for an advisor to say wire themselves a few million dollars from a client’s account?” I’m not a lawyer – so please don’t interpret anything I say here as legal advice. Read it here.

Financial Advisor 97

Financial Advisor Financial Advice Accounting Clients 97

Midstream Marketing

DECEMBER 6, 2024

Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. Writing helpful blog posts that talk about common money problems and give good advice to the target audience. These resources might have financial planners, checklists, or eBooks.

Marketing 52

Marketing Marketing Media Engineering 52

Midstream Marketing

NOVEMBER 6, 2024

It shows you are a reliable partner who cares about your clients’ financial health. The Importance of Content Marketing for Financial Advisors Content marketing can help your brand stand out. By making helpful and interesting content often, you show that you are a reliable choice for financial advice.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

International College of Financial Planning

MARCH 12, 2025

Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. But they also have a mild addiction to online shopping, an over-reliance on BNPL schemes, and a tendency to take financial advice from influencers who may or may not know what theyre talking about.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Midstream Marketing

OCTOBER 30, 2024

Key Highlights The financial advice world is changing. They need to put in more effort to attract prospective clients looking for financial advice. Understanding the Marketing Landscape for RIAs The world of financial advice is changing fast. This helps them draw in new clients who need financial advice.

Investment Advisor 52

Investment Advisor Investing Investments Ethics 52

Zoe Financial

APRIL 23, 2023

Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. Ready to Grow Your Wealth?

Marketing 98

Marketing Marketing Financial Advisor Manufacturing 98

Indigo Marketing Agency

MARCH 19, 2025

Book a free call and get a custom financial strategy.) Example: Instead of: We provide expert financial advice to help you plan for retirement. For example, run straightforward lead-generation ads but also post insightful blog articles or videos to establish credibility. The most important factor is clarity.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Sara Grillo

DECEMBER 11, 2023

What does low fee financial advice actually look like, from the inside? For those of you new to my blog, my name is Sara G. I’m a CFA® charterholder and financial advisor marketing consultant. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Don’t be fooled!

Financial Advisor 59

Financial Advisor Financial Advice Wealth Management Consulting 59

eMoney Advisor

MARCH 22, 2023

1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. In fact, the Fidelity Investments 2022 Investor Insights Study found that 63 percent of GenY and Gen Z believe working with an advisor is key to achieving financial success.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

Zoe Financial

MAY 8, 2023

Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. Ready to Grow Your Wealth?

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

Zoe Financial

MAY 1, 2023

Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. Ready to Grow Your Wealth?

Marketing 96

Marketing Marketing Financial Advisor Wealth Advisor 96

Steve Sanduski

NOVEMBER 12, 2024

including their intense focus on metrics, culture, growth, referral marketing , and how they’ve structured their regions and “pods” to deliver “wealth alignment” that goes far beyond typical financial advice. Carley Dillon and I discuss: The metrics driving Brighton Jones’s vision and mission.

Accounting 52

Accounting Clients Financial Advice Estate Planning 52

Indigo Marketing Agency

DECEMBER 10, 2024

Financial advice is deeply personal, and clients want to feel understood and supported by an advisor who brings expertise and empathy, not canned, robotic responses. Whether its a blog, newsletter, social media post, or video script , your audience will feel your authenticity. Heres how we help: 1.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Sara Grillo

DECEMBER 16, 2024

Saras upshot Thanks for reading my blog about how to tell if a life insurance pitch is bad. I am an outsourced CMO for companies who need regular, full service marketing blogging, social media posts, newsletters, etc. If anything you could make a new friend. And that’s it for the show!

Financial Advisor 52

Financial Advisor Consulting Retirement Planning Planning 52

Sara Grillo

JUNE 17, 2024

But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Insurance 59

Insurance Financial Advice Math Compliance 59

eMoney Advisor

DECEMBER 20, 2022

Just as financial advisors should have knowledge about any investments they recommend to clients, so too would they be expected to have specialized knowledge in cryptocurrencies before advising clients about them. The Fiduciary Duty is exemplified by the Duty of Care, which applies to financial advice about all financial assets.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. This is super important for anyone looking to pick a good financial advisor.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Sara Grillo

JUNE 24, 2024

But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Insurance 59

Insurance Math Financial Advice Compliance 59

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

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Insurance Financial Planner Fee Only Financial Advisor 98

The Irrelevant Investor

DECEMBER 17, 2015

Blog Post: Morgan Housel's "Financial Advice for My New Son" New Twitter Account: @Jeopardystocks Experience: Spending two weeks with my wife in Italy. Book: Titan by Ron Chernow was brilliant. He is such a good story teller and this one puts you right back in the Gilded Age. Movie- Ex-Machina. TV Show- Fargo, Season 2.

Financial Advice 52

Financial Advice Accounting 52

eMoney Advisor

FEBRUARY 8, 2023

Offering niche financial advice allows you to deliver as much value as possible to meet particular client needs. As a niche financial professional, you want your clients to know that you can customize their plan to meet their unique circumstances. One example of a differentiation strategy is focusing on a niche market.

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Marketing Marketing Clients Certification 81