Nerd's Eye View

APRIL 10, 2024

Financial advicers are intimately familiar with the phrase, "Past results are not indicative of future performance." On the one hand, in an analysis of data going back to 1802 in his seminal book, "Stocks For The Long Run", Jeremy Siegel concluded that stocks outperformed bonds over long periods.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 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. The one thing women investors can improve on is their investing confidence ! You can be an amazing investor, too!

Investments 98

Investments Investing Risk Tolerance Accounting 98

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 12, 2022

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Doug Twiddy.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 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