Nerd's Eye View

NOVEMBER 19, 2024

Welcome to the 412th episode of the Financial Advisor Success Podcast ! Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. Welcome everyone! Read More.

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Clients Financial Advisor Business Planning Taxes 244

Nerd's Eye View

JULY 8, 2024

Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.

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Ethics Education Financial Advice Taxes 239

Investment Writing

JULY 6, 2023

If you feel frustrated by coming up with topics for your financial blog, the journalist’s five Ws and one H can help. For help with this, read “ WHAT PROBLEM does this blog post solve for them? For help with this, read “ WHAT PROBLEM does this blog post solve for them? Who should inherit your wealth?

Financial Planner 137

Financial Planner Financial Advisor Financial Planning Retirement 137

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)

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Financial Advising Startup Commission Financial Advice 290

Nerd's Eye View

JANUARY 16, 2024

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman. Read More.

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Media Financial Advisor Financial Planning Planning 246

The Reformed Broker

MAY 27, 2023

Eleven years ago this spring, a startup called Betterment published a blog post stating that human financial advisors were obsolete and that the people who work in the advice industry are pigs.

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Startup Financial Advisor 230

Nerd's Eye View

AUGUST 29, 2022

Every year, we ask you – our readers – for feedback about what you want to make this website even better for you, to ensure we stay on the right track in adding value to the advicer community and making financial advisors better and more successful. I hope you'll participate in this year's survey.

Financial Advisor 245

Financial Advisor CFP Taxes Clients 245

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 his Twitter feed here.

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Financial Advisor CFP Financial Services Education 116

Prosperity Coaching

SEPTEMBER 29, 2022

Recap: 7 Financial Advisor Marketing Mistakes: Are you making mistakes with your marketing? You don’t know what you don’t know unless you educate yourself by analyzing your strategic direction, reading marketing blogs and books, and course correcting to avoid problems. Financial Advisor Marketing […].

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Financial Advisor Marketing Marketing Education 92

Prosperity Coaching

JUNE 12, 2023

Financial Advisors: Finding the Elusive Wealthy Client. I’ve been working with financial advisors since 2004! I […] The post Financial Advisors: Finding the Elusive Wealthy Client appeared first on The Prosperous Advisor Coaching Blog. Where are they hiding? How can you find them?

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Prosperity Coaching

SEPTEMBER 12, 2022

Marketing and prospecting are the twins of financial advisor success. Unfortunately many advisors don’t actively market and promote their businesses. This is the 5th installment in my series about financial advisor marketing mistakes in which I detail […].

Financial Advisor 98

Financial Advisor Marketing Marketing Wealth Management 98

Nerd's Eye View

SEPTEMBER 5, 2023

Welcome back to the 349th episode of the Financial Advisor Success Podcast ! Olivia is the Founder of Lexicon Advisor Marketing, a virtual outsourced digital marketing company that specializes in working with financial advisors to generate a steady flow of prospects. My guest on today's podcast is Olivia Luper.

Financial Advisor 245

Financial Advisor Marketing Marketing Media 245

Prosperity Coaching

AUGUST 24, 2022

” 31 Benefits Financial Advisors Value Proposition! Here are 31 Benefits financial advisors can use in their Value Proposition. […]. The post 31 Benefits Financial Advisors Can Use in their Value Proposition appeared first on The Prosperous Advisor Coaching Blog.

Financial Advisor 98

Financial Advisor Clients Planning Marketing 98

Prosperity Coaching

AUGUST 15, 2022

Financial advisor target markets: TM Development is key to ongoing financial success. One of the top marketing mistakes financial advisors make is to not focus on a niche, or target market. This lack of focus positions you as a generalist who will take any client walking through the door. While […].

Financial Advisor 98

Financial Advisor Marketing Marketing Clients 98

Prosperity Coaching

OCTOBER 27, 2022

Great financial advisor business cards are extremely important as a part of the branding strategy for financial advisors. The post 19 Tips Financial Advisors Can Use for a WOW Business Card appeared first on The Prosperous Advisor Coaching Blog.

Financial Advisor 97

Financial Advisor Marketing Marketing Management 97

Prosperity Coaching

NOVEMBER 21, 2022

When Should a Financial Advisor Hire a Junior Advisor? When you reach 80% of capacity, this is the time to think about and plan to hire your junior advisor. The post When Should a Financial Advisor Hire a Junior Advisor? appeared first on The Prosperous Advisor Coaching Blog.

Financial Advisor 98

Financial Advisor Planning 98

Sara Grillo

JULY 12, 2024

” Guest blogging is when you write a blog on a one-time or periodic basis for a publication as a way to get known as an expert in a particular subject. Although you usually are not paid for guest blogging, you get exposure to the periodical’s audience – often in the tens of thousands. How do I get started?”

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Compliance Media Consulting Clients 98

Prosperity Coaching

SEPTEMBER 19, 2022

Branding is the foundation of any successful financial firm yet many financial advisors lack this vital tool in their marketing tool chest. This is mistake 6 in my series on marketing mistakes advisors make.

Financial Advisor 90

Financial Advisor Marketing Marketing 90

Prosperity Coaching

OCTOBER 29, 2024

Why a Solo Retreat is Great for Annual Business Planning for Financial Advisors: Today let’s plan your biggest success as a financial advisor in all the years you have been in the business by A.Planning a solo retreat, and B.Learning strategies for income growth.

Business Planning 93

Business Planning Financial Advisor Planning Clients 93

Nerd's Eye View

OCTOBER 4, 2022

Welcome back to the 301st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ramit Sethi. Read More.

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Clients Financial Advisor Education Retirement 246

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?” But here are some resources you may want to grab before you read the blog. Read it here.

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Financial Advisor Financial Advice Accounting Compliance 97

Indigo Marketing Agency

MARCH 21, 2024

As a financial advisor, you understand the importance of a robust online presence in today’s digital landscape. With potential clients turning to the internet to find financial advice and services, optimizing your website for search engines is crucial. Patience is key when it comes to SEO for Financial Advisors.

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Financial Advisor Engineering Consulting Financial Advice 89

Nerd's Eye View

SEPTEMBER 12, 2023

Welcome back to the 350th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jason Wenk. Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

Financial Advisor 246

Financial Advisor Investing Investments Financial Advice 246

FMG

OCTOBER 14, 2022

One of our favorite parts of working with our financial advisors and broker-dealers is the reveal of each new website. It’s so exciting to see the unique personality and perspective of each advisor expressed through a website. Check out the site here: Financial Freedom Wealth Management. Peabody Wealth Advisors.

Financial Advisor 98

Financial Advisor Wealth Management Wealth Advisor Clients 98

Abnormal Returns

OCTOBER 17, 2023

abnormalreturns.com) A list of the top blogs for financial advisors to read including Abnormal Returns. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Americans are buying a lot of new cars. smartasset.com) What you missed in our Monday linkfest.

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Financial Advising Financial Advisor Insurance Media 261

BlueMind

DECEMBER 21, 2022

Financial advisors, like most people, like to make last-minute New Year’s resolution. Before the end of the first quarter, many resolutions fizzle and are forgotten and life returns to what it was. But the difference between a good advisor and a great advisor is the ability to execute. Category: Productivity Tips.

Financial Advisor 98

Financial Advisor Planning Clients Numbers 98

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. For those of you who are new to my blog/podcast, hi! My name is Sara.

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Financial Advisor Management Accounting Consulting 97

XY Planning Network

FEBRUARY 5, 2024

In this blog and accompanying video recording, we're bringing you a mix of savvy strategies and down-to-earth insights to help you steer your firm toward success. From refining your pitch to creating an unforgettable client experience, these tips are your go-to guide for elevating your RIA's sales game.

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Sales Financial Advisor Clients Fee Only 100

Nerd's Eye View

JANUARY 15, 2024

For financial advisors, an ongoing client service model often means finding ways to keep clients engaged and progressing toward their goals outside of the 1 or 2 typical client review meetings each year.

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Clients Communication Financial Advisor Wealth Management 246

AdvicePay

JANUARY 5, 2024

As we say goodbye to the transformative landscape of 2023, a year distinguished by substantial growth for both you and us, we wanted to take a moment to reflect and share some of our most valuable resources.

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Wealth Management Financial Advisor Financial Planning Management 95

Conneqtor

JULY 20, 2022

Yes, the heading here is very different from our title: How to use LinkedIn for Financial Advisors, but bear with me, and you’ll quickly find that both these sentences answer the same thing – the humanization of your brand. Establish Authenticity So, what does it mean to be authentic?

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Financial Advisor Media Marketing Marketing 98

BlueMind

DECEMBER 23, 2022

The following is a collection of some of the best movies and dramas that may interest financial advisors and provide some life lessons for you to bear in mind as you progress in your career as a financial advisor. . You will Like: How Advisors Deal With High Net Worth Clients. The Wolf Of Wall Street (2013).

Financial Advisor 98

Financial Advisor Commission Clients Management 98

Nerd's Eye View

JULY 2, 2024

Welcome to the 392nd episode of the Financial Advisor Success Podcast ! Welcome everyone! 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 billion in assets under management (AUM) for 630 client households.

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Financial Advisor Clients Planning Wealth Management 200

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.

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Education Financial Advisor Clients Planning 97

WiserAdvisor

AUGUST 31, 2023

Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. The benefits of having a financial advisor extend far beyond your working years.

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Financial Advisor Retirement Risk Tolerance Estate Planning 90

FMG

FEBRUARY 27, 2023

We get the pleasure of building website for a variety of financial advisors, including these amazing female-led firms. The Basballe Group The Basballe Group is led by a financial advisor, Laura Basballe , and is based out of Burnsville, MN. Located in Bellingham, Washington.

Financial Advisor 98

Financial Advisor CFP Financial Planning Wealth Management 98

Nerd's Eye View

JANUARY 23, 2023

Traditional forms of marketing used by financial advisors – including networking with one’s friends and family members, cold-calling, and paid advertising – have been effective at reaching a ‘typical’ client base of older, wealthy retirees. reposted or reshared on social media).

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Marketing Marketing Financial Planner Education 246