Nerd's Eye View

OCTOBER 1, 2024

In this episode, we talk in-depth about Gaetano's experience working in insurance sales starting soon after he graduated from college, including why the need to cold-call for business as a relative newcomer was both a challenge and a confidence-builder as he started to gain traction selling insurance products and some standalone financial plans, the (..)

Assets 233

Assets Financial Advisor Insurance Clients 233

Nerd's Eye View

JULY 25, 2024

About a decade or so ago, one of the most pressing issues facing the financial advice industry was the threat of an imminent deluge of advisor retirements coupled with a paucity of succession plans to transition clients to the next generation.

Communication 172

Communication Clients Financial Planning Planning 172

Ballast Advisors

MAY 8, 2023

Financial planning is a vital aspect of life. Often, the financial lessons and advice passed down from generation to generation shape an individual’s approach to finances. In this blog, we’ll dive deep into some lessons they’ve learned and the role that financial planning plays in supporting their goals.

Financial Planning 98

Financial Planning Planning Financial Planner Retirement 98

Clever Girl Finance

OCTOBER 16, 2023

With all the resources online, it can be easy to overlook financial literacy books. However, books allow you time to reflect as you read. Because they’re long-form, books are a great way to dive into topics you care about. That said, you can use some of the best finance books to achieve financial wellness.

Budgeting 98

Budgeting Management Investing Investments 98

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am an irreverent and fun marketing consultant for financial advisors. Repeatable?

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Sara Grillo

JANUARY 3, 2025

Mark Berg of Timothy Financial has a great story about how he scaled his hourly financial planning firm, grow it to a multiple-advisor company. I am a CFA charterholder and financial advisor marketing consultant. Not all hourly financial planning firms are one person shops! Check it out!

Financial Planning 59

Financial Planning Planning Financial Advice Financial Advisor 59

MainStreet Financial Planning

MARCH 2, 2023

I’ve been asked if there is a textbook we use, and as part of the required reading, we use a book that originally came out in 1975! My class uses this book to understand the history of the markets and theories such as the efficient market hypothesis, capital assets market theory and fundamental and technical analysis.

Risk Tolerance 52

Risk Tolerance Asset Allocation Financial Advice Investment Advisor 52

Sara Grillo

NOVEMBER 25, 2024

If you are a financial advisor, your clients have probably been pitched bad life insurance.

Insurance 52

Insurance Financial Advisor Consulting Clients 52

Nationwide Financial

NOVEMBER 10, 2022

When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Additional Resources. government.

Financial Planning 52

Financial Planning Planning Education Clients 52

Sara Grillo

OCTOBER 21, 2022

Financial paraplanners can be recent college graduates with no work experience, or may also be career changers with an extensive background in other areas that can add more value to an RIA owner, such as tax professionals. He cold called over 500 financial planning companies over a year or so to get to a full book of clients.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Midstream Marketing

DECEMBER 10, 2024

Share important articles, industry news, and useful tips on financial planning. Always follow the rules for sharing financial information on social media. Offering Personalized Financial Advice Through Video Marketing In today’s world, people really like visuals. Basic financial advice doesnt work anymore.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

DECEMBER 19, 2022

She has also written two books in which she interviewed some of the smartest minds in business, many of whom have been featured on the Forbes 30 Under 30 list. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Midstream Marketing

NOVEMBER 12, 2024

This helps potential clients find you when they look for financial advice online. You might want to create blog posts, articles, or videos about current financial trends. These can also answer common questions about financial planning. This keeps your audience informed about financial planning.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Your Richest Life

JULY 17, 2024

In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. The internet is drowning in financial advice, both good and bad. Money lesson #7: Find the financial planner who is right for you.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

International College of Financial Planning

OCTOBER 17, 2023

The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial. Financial planning software offers CFPs the advantage of tracking market trends, analyzing data, and making informed decisions.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Your Richest Life

APRIL 19, 2022

In honor of financial literacy month, here are some ways you can improve your own financial knowledge: 1. Money books for financial literacy. If the idea of reading a money book sounds boring to you, don’t worry; there’s an option for you. There are plenty of fun, interesting books that will meet you at your level.

Budgeting 52

Budgeting Financial Planner CFP Financial Planning 52

Steve Sanduski

OCTOBER 23, 2024

Guest: Eric Brotman , CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. Writing books does not make you money.

Financial Planning 59

Financial Planning Clients Retirement Planning 59

Sara Grillo

OCTOBER 10, 2022

According to Veres, the revenue model and the value proposition are the most confusing things for the public when it comes to financial advice. Providing financial plans vs. canned financial plans with a sales agenda. The future of financial advice. Fee-only vs. fee-based.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planning Fee Only 52

Indigo Marketing Agency

AUGUST 23, 2023

Even I, a millennial, find myself seeking guidance from advisors for: Retirement planning Tax strategies Life insurance Real estate College funds for children Long-term care plans Estate arrangements Given their life stage, millennials require assistance with various financial planning aspects.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Financial Advice 52

Clever Girl Finance

APRIL 19, 2023

You can manage your money effectively by educating yourself about personal finance and creating a financial plan. There are so many resources available, such as Clever Girl Finance’s 100% free courses , books, blogs, and podcasts, that can empower you on your journey to learning more about personal finance. Don’t fall for this!

Retirement 105

Retirement Education Investing Investments 105

Indigo Marketing Agency

OCTOBER 2, 2024

You want to stay top-of-mind so when people think about financial planning or investment advice, your name comes up first. We recommend financial advisors post at least once a week on social media, but ideally, 3-5 times a week for maximum exposure. The idea is to stay visible without overwhelming your audience.

Financial Advisor 95

Financial Advisor Media Clients Planning 95

Sara Grillo

NOVEMBER 8, 2022

Before we get into it, I’m assuming you’re visiting this page because you are a flat fee financial advisor. Because transparency in financial advice is awesome! Our mission is to provide the residents of (insert geographic area) with financial planning and investment management services that. designation(s).

Compliance 52

Compliance Wealth Management Financial Advice Financial Planning 52

The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” So, before we get into the Netflix series and the book, let’s talk a little bit about your background.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Indigo Marketing Agency

AUGUST 22, 2024

Read on for tips on how to improve client retention for financial advisors. Ready to book a call with a marketing expert? BOOK A FREE CALL NOW! Understand Your Clients’ Needs Some advisors think meeting clients’ needs means simply hitting performance benchmarks and achieving financial goals.

Financial Advisor 52

Financial Advisor Clients Communication Education 52

Clever Girl Finance

OCTOBER 12, 2023

Women’s financial plans are unique, so their investing strategies should be, too. Find out more about women and investing, and discover ideas for creating your own investment plan. Women investors are doing great financially, proving that women are equipped with the skills needed to be successful investors.

Investments 98

Investments Investing Risk Tolerance Accounting 98

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. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

MAY 7, 2024

You know, you put it off every day and you shouldn’t, nobody here that listens to this show should not have a financial plan even if they did it themselves. My youngest, 00:45:56 [Speaker Changed] Well, that’s some terrible advice. I love, I love the title of that book. Let’s talk about books.

Startup 147

Startup Advertising Engineering Numbers 147

Getting Your Financial Ducks In A Row

MARCH 20, 2023

It may not be glamorous (what sound financial advice is?) but this is one of those recommendations that has passed the test of time, and has been a part of some of the world’s greatest financial success stories.

Insurance 70

Insurance Financial Advice Accounting Assets 70

Harness Wealth

OCTOBER 23, 2023

While there may be some overlap, accounting advisory services should not be mistaken for traditional financial planning or for Client Accounting Services (CAS). Book a call with us today to learn how Harness Tax can be the catalyst for your firm’s growth. Ready to take your tax advisory practice to the next level?

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. Sometimes, when it comes to your personal finances, it can be hard to apply generic advice. And that’s probably why you’re asking the question: do I need a financial advisor? The list is endless.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. Sometimes, when it comes to your personal finances, it can be hard to apply generic advice. And that’s probably why you’re asking the question: do I need a financial advisor? The list is endless.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

DECEMBER 13, 2023

For example, you may be looking for financial advice for single ladies , or you may need ideas on how to survive financially as a single mom. For example, consider heading to the library to check out books or magazines instead of paying for online subscriptions or going to the bookstore.

Budgeting 98

Budgeting Planning Financial Planning Accounting 98

Truemind Capital

NOVEMBER 7, 2019

Now, even though the sector and the risk associated with it don’t agree with your financial plan, you may still go ahead and invest in it because of the halo effect this company has had on you. BOOK ONE TIME FREE CONSULTATION SESSION WITH OUR EXPERT ADVISORS. What causes it? ARRANGE CALL BACK.

Media 52

Media Valuation Consulting Investments 52

Sara Grillo

APRIL 25, 2022

Now let’s talk about some financial advisor target market stories. Todd Keffury of Cadenza Financial Planning is a financial advisor who lives in Las Vegas and is focused on working with event planning professionals. However after doing so, Out of the Office Planning was never the same. Todd Keffury.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Indigo Marketing Agency

MAY 5, 2020

But no doubt that individuals have amassed a large amount of assets in their, what we call concentrated wealth at work or their retirement plans. Also very attractive from a financial planning perspective and a net new asset gathering perspective. So that’s another key decision point.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Sara Grillo

NOVEMBER 13, 2023

The impact of their healthcare choices on their financial plan – healthcare is a large line item. I am a CFA® charterholder and financial advisor marketing consultant. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. A good referral.

Clients 59

Clients Financial Advisor Healthcare Insurance 59