Nerd's Eye View

APRIL 26, 2024

Also in industry news this week: The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements (and, potentially, lawsuits regarding their enforcement) between financial planning firms and their advisors The Securities and Exchange Commission issued (..)

Financial Planner 246

Financial Planner Commission Communication Financial Advisor 246

The Big Picture

OCTOBER 18, 2022

At the beginning of each quarter, I prepare a short but in-depth conference call for RWM clients. For everyone who is not a cash buyer of a house — that is about 75% of the homes sold nationally (and about half in places like Manhattan) — those numbers can be budgeted. This is atypical.

Budgeting 363

Budgeting Economy Taxes Numbers 363

MainStreet Financial Planning

NOVEMBER 9, 2023

Many of our clients have used Mint and it has been a favorite of MainStreet Financial Planning for many years. With the recent news of Mint shutting down, we wanted to share a few helpful alternatives for budgeting tools to help you stay on track with accomplishing your goals! month or if you pay all at one time it is $99.99/year

Budgeting 98

Budgeting CFP Financial Advisor Financial Planning 98

Nerd's Eye View

AUGUST 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study indicates that while financial advisory firms are largely satisfied with their tech stacks, they take a range of approaches to applying tech: from "innovators" that invest in tech to differentiate themselves from (..)

Financial Planner 245

Financial Planner Retirement Estate Planning Clients 245

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Financial Planner 246

Financial Planner CFP Financial Advisor Retirement Planning 246

Nerd's Eye View

OCTOBER 14, 2024

Many employee advisors gravitate toward service-oriented roles; this preference often stems from their initial motivation for entering the profession – wanting to help clients or perform the more analytical aspects of investing and financial planning. Rarely do they enter the field to be in a sales or marketing role.

Strategic Planning 246

Strategic Planning Sales Clients Planning 246

Nerd's Eye View

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. interactive scenario modeling, data management, and visualization), helping them create more meaningful client relationships. Read More.

Planning 246

Planning Financial Planning Financial Advice Clients 246

Nerd's Eye View

DECEMBER 23, 2022

From gradually raising the RMD age to 75 to expanding opportunities to make Roth-style contributions, to increasing the annual limit for Qualified Charitable Distributions, this legislation will likely impact nearly all financial planning clients!

Financial Planner 246

Financial Planner Retirement Planning Financial Planning Budgeting 246

Nerd's Eye View

SEPTEMBER 11, 2023

When a financial advisory firm owner first starts their business, much of their time is spent on finding clients that they can serve. But as they (hopefully) onboard more clients and get busier with servicing those clients, they will also find that they eventually start to run short on time.

Financial Planning 246

Financial Planning Planning Recruitment Clients 246

Nerd's Eye View

JANUARY 27, 2023

Also in industry news this week: Why cash management strategies could become increasingly important parts of an advisor’s value proposition in a higher-interest-rate environment Why improved returns on cash products could be a double-edged sword for some advisory clients following last year’s market volatility From there, we have several (..)

Financial Planner 246

Financial Planner Nonprofit CFP Advertising 246

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Nerd's Eye View

OCTOBER 24, 2023

Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households.

Financial Advisor 246

Financial Advisor Financial Planning Planning Clients 246

Nerd's Eye View

JULY 5, 2024

Also in industry news this week: A separate Supreme Court decision struck down the SEC's use of in-house judges to adjudicate cases involving civil penalties (unless both parties in the matter agree to it), likely setting up more settlement offers from the regulator to avoid a drawn-out legal process in the Federal court system At a time when it has (..)

Financial Planner 246

Financial Planner Retirement Commission Financial Advice 246

Nerd's Eye View

JANUARY 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission this week authorized 11 Spot Bitcoin Exchange-Traded Funds (ETFs), which could provide financial advisors and their clients with a convenient way to invest in the cryptocurrency without (..)

Financial Planner 246

Financial Planner Financial Advisor Commission Budgeting 246

Nerd's Eye View

DECEMBER 5, 2023

billion in assets under management for just over 350 client households. billion of AUM (and is now increasing the firm's marketing budget and hiring a dedicated marketing professional to help further expand his firm's reach). My guest on today's podcast is Jeff Brown. Read More.

Compensation Planning 245

Compensation Planning Planning Financial Advisor Clients 245

Nerd's Eye View

DECEMBER 6, 2023

Notably, while many financial coaches satisfy the majority of these requirements – they are in the business of offering advice to clients and are compensated as such – they often steer clear of making specific securities recommendations, focusing instead on areas like budgeting, debt management, savings, and retirement planning.

Investing 246

Investing Investments Retirement Planning Financial Advising 246

WiserAdvisor

OCTOBER 4, 2022

These expenses may form a large part of your budget today but may not likely figure in the future. Travel: When you create a budget for retirement, make sure to add travel to the list of expenses. As a result, when the time comes to spend your money, the costs become hard to accommodate in your budget. To conclude.

Budgeting 102

Budgeting Retirement Healthcare Food 102

Nerd's Eye View

AUGUST 22, 2023

Cary is the Senior Vice President & Director of Women and Wealth Services for Advisor Capital Management, an independent RIA with offices around the country and headquartered in Charlotte, North Carolina, that oversees more than $6 billion in assets under management for 1,700 client families.

Financial Advisor 245

Financial Advisor Media Sales Clients 245

Million Dollar Round Table (MDRT)

SEPTEMBER 24, 2023

Levasseur The most important aspect of a successful financial services business is identifying, nurturing and processing prospects into new clients. Our strategy is run on a shoestring budget, but we have garnered better-quality prospects who are more closely aligned with how we operate and what we offer.

Clients 104

Clients Budgeting Financial Services Education 104

Nationwide Financial

MAY 18, 2023

Raising a child can be expensive, but tools like Health Savings Accounts, college savings plans, Flexible Spending Accounts and child tax credits can help lessen the financial burden for clients. Creating a plan for the costs of parenthood can be important to discuss with your clients who plan to raise children.

Clients 98

Clients Insurance Accounting Taxes 98

Nationwide Financial

MARCH 13, 2023

As a financial professional, one of the most important things you can do for your clients is to help them manage their debt effectively and work toward building financial security. By taking a holistic approach to financial planning, you can help your clients manage their debt effectively and work toward building financial security.

Client Management 69

Client Management Clients Management Debt Management 69

Integrity Financial Planning

NOVEMBER 20, 2023

Our professionals have worked with clients in every stage of retirement, and they can help you design a plan for whatever phase you happen to be in. Source: [link] The post Understanding the Four Phases of Your Retirement Budget Strategy appeared first on Integrity Financial Planning, Inc.

Retirement 88

Retirement Budgeting Medical Distribution 88

Nerd's Eye View

OCTOBER 4, 2023

And when conditions are this uncertain, it often makes sense to dive deeper into the factors driving the economy to better understand the risks – and opportunities – that clients may face. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months. And even though U.S.

Valuation 246

Valuation Economics Economy Marketing 246

eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. After that first year, we went a little more niche and focused on different types of clients.

Education 103

Education Financial Planning Clients Planning 103

Indigo Marketing Agency

AUGUST 15, 2024

While we don’t have a one-size-fits-all answer, we do know that a carefully crafted budget can make the difference between a strategic and effective marketing plan and one that lacks direction and impact. Once you understand your overall financial picture, you can get to work building your ideal marketing budget.

Budgeting 52

Budgeting Financial Advisor Marketing Marketing 52

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Throughout your career as a financial advisor, many opportunities may arise for you to take on special needs clients.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

Midstream Marketing

OCTOBER 29, 2024

Introduction To attract millennial clients, you need new ideas for financial advice and smart marketing strategies. Millennials need help with budgeting, investing, and managing debt. By understanding these differences, you can build more trust and respect with younger clients. Begin by examining your current clients.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

Nationwide Financial

OCTOBER 18, 2022

As college costs rise, qualified tuition plans, or 529 college savings plans, can be an option for clients to save for their child or grandchild’s (or even their own!) These accounts can help your clients’ beneficiaries save for college and the funds can be used for various expenses relating to K-12 and higher education.

Clients 98

Clients Planning Education Taxes 98

Midstream Marketing

DECEMBER 28, 2024

This unique way of marketing focuses on being creative and making a big impact without a big budget. Introduction In todays challenging financial world, financial advisors must use smart marketing strategies to stand out and attract clients. This way, they can build better connections with potential clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Truemind Capital

JULY 26, 2024

In 2018, we decided to have a Gold allocation of ~15% to all our client’s portfolios owing to macroeconomic developments. Gold prices plummeted by 8% after customs duty was cut in the budget. CONNECT WITH TRUEMIND ADVISOR The post Should you invest in Gold or Silver post the Budget? appeared first on Investment Blog.

Budgeting 64

Budgeting Investing Investments Portfolio 64

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. Starting Out clients are typically focused on beginning to build wealth.

Financial Planning 95

Financial Planning Clients Planning Education 95

Midstream Marketing

OCTOBER 29, 2024

It helps you attract new clients and expand your business. You will learn how to find your ideal client and create content that engages them. A good online presence helps them find new clients and grow their business. You can build strong relationships with new clients in the financial services field.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Clever Girl Finance

DECEMBER 23, 2024

Create a realistic budget 2. Without a steady paycheck or employer benefits, youre responsible for your own budgeting, savings, and future planning. Create a realistic budget Budgeting isnt just for nine-to-fiversits the lifeline of freelancers. Table of contents Why financial planning for freelancers is crucial 1.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Abnormal Returns

DECEMBER 11, 2023

rationalreminder.libsyn.com) Brendan Frazier talks client conversations with Ross Marino, founder of Transitus Wealth Partners. thinkadvisor.com) Why financial advisers should budget around the possibility of bonuses. (standarddeviationspod.com) Cameron Passmore and Benjamin Felix talk with James Grubman author of "Wealth 3.0:

Financial Planner 147

Financial Planner Financial Advising Financial Planning Budgeting 147

Nerd's Eye View

OCTOBER 17, 2022

So I hope you find this year’s 2023 top conferences list (and our new Master Conference List) to be helpful as a guide in planning your own conference budget and schedule for next year, and be certain to take advantage of the special discount codes that several conferences have offered to all of you as Nerd’s Eye View readers !

Financial Advisor 246

Financial Advisor Education Budgeting Management 246

Midstream Marketing

NOVEMBER 7, 2024

Use SEO to help your business get seen and attract new clients. Also, your contact information should be easy to find for potential clients. It is also important to use local SEO methods to connect with nearby clients. Picking the best keywords and good ad messages lets you use your budget wisely.

Financial Planner 52

Financial Planner Engineering Financial Planning Budgeting 52

Carson Wealth

JULY 3, 2024

Have a Comprehensive Budget (and Stick to It) A well-structured budget is a roadmap for your business’s financial health. Regularly review your budget to ensure adherence and adjust as necessary. It helps you plan for future expenses, allocate resources efficiently and stay on track with your financial goals.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142