Nerd's Eye View

JUNE 6, 2023

Welcome back to the 336th episode of the Financial Advisor Success Podcast ! Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25

Assets 246

Assets Financial Advisor Financial Planning Insurance 246

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment. A gap our Kitces Courses aim to fill!

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

Nerd's Eye View

OCTOBER 17, 2023

What's unique about Brad, though, is how he built a multi-billion-dollar advisory firm not by moving 'upmarket' to gather multi-millionaire clients, but instead leveraged his 401(k) retirement plan advisory firm to begin offering comprehensive financial planning to the employees of large companies as an added employee benefit, and in the process scaled (..)

Financial Planning 130

Financial Planning Planning Wealth Management Retirement Planning 130

Nerd's Eye View

JULY 9, 2024

We also talk about how Alex's firm now segments clients into 5 service tiers based on their assets under management and revenue (and the actual differences in services the firm provides to clients at each level), how Alex tracks his clients' individual preferences to create what he calls "Wow Factors", such having their favorite soda on the table when (..)

Financial Advisor 245

Financial Advisor Clients CFP Planning 245

Nerd's Eye View

JUNE 24, 2024

While focusing on promoting the industry more positively may be a helpful (and much-needed) shift, individual advisors and firms can also work collectively to sell financial planning by promoting the value of their firms as a whole and not just by showcasing the talent of individual advisors.

Financial Advice 190

Financial Advice Clients Financial Planning Planning 190

Nerd's Eye View

SEPTEMBER 6, 2022

We also talk about how, after listening to industry podcasts on his commute while working in the traditional corporate finance world, Andy’s eyes were opened to the possibilities of financial planning which led him to pursuing his CFP marks (along with some other designations) before he ever quit his old job to launch his new firm (to ensure (..)

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Nerd's Eye View

NOVEMBER 21, 2023

We also talk about how Suzanne structures her weekly meeting schedule to balance the need to have 5 to 6 meetings a day during her busy seasons while still having time to prepare for each meeting and complete follow-up tasks, how Suzanne uses a standardized client meeting agenda to stay on track and ensure each meeting fits within the allotted 1-hour (..)

Clients 246

Clients Financial Advisor CFP Wealth Management 246

Nerd's Eye View

NOVEMBER 29, 2022

We also talk about how Anh began her career as an attorney, but decided to move away from the more transactional short-term relationship of litigation, and then, it was while she was working for Goldman Sach’s Ayco, that she realized that she could have a greater impact on her clients’ lives through financial planning and ultimately decided (..)

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Nerd's Eye View

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

Nerd's Eye View

JANUARY 10, 2023

We also talk about how, in the early stages of Lisa’s career, she doubted her future in the financial services industry and decided to obtain an MBA as a fallback, but coincidentally during her first semester, the program began offering a Master's in financial planning that provided the same coursework required to take the CFP exam which ultimately (..)

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Nerd's Eye View

MARCH 14, 2023

In this episode, we talk in-depth about how, during the Great Recession, Nancy (like many other advisory firm owners at the time) were facing the challenges of a 30-40% market drop and its subsequent effect on her firm’s revenue but because she took for granted that she was a CFP professional with a ‘good’ income she didn’t (..)

Management 130

Management Financial Advisor Clients CFP 130

Darrow Wealth Management

APRIL 15, 2024

However, whether or not semi-retirement is feasible financially will depend on factors unique to your specific circumstances. Especially for those who wish to scale back early in life, a partial retirement can have lasting financial implications. This article was written by Kristin McKenna, CFP® and originally appeared on Forbes.

Retirement 105

Retirement Retirement Planning Insurance Medical 105

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

Fortune Financial

SEPTEMBER 25, 2023

Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes. Conduct Thorough Research The financial industry is highly regulated, and individuals and firms that provide wealth management services must meet specific qualifications and standards.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Carson Wealth

DECEMBER 13, 2022

CFP ® , Director of Consumer Investment Research . Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. What Do Financial Advisors Do?

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Fortune Financial

SEPTEMBER 25, 2023

Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes. Conduct Thorough Research The financial industry is highly regulated, and individuals and firms that provide wealth management services must meet specific qualifications and standards.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Steve Sanduski

SEPTEMBER 13, 2023

Guest: Louis Barajas , an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors , where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries.

Wealth Advisor 59

Wealth Advisor CFP Wealth Management Financial Services 59

Darrow Wealth Management

APRIL 15, 2024

However, whether or not semi-retirement is feasible financially will depend on factors unique to your specific circumstances. Especially for those who wish to scale back early in life, a partial retirement can have lasting financial implications. This article was written by Kristin McKenna, CFP® and originally appeared on Forbes.

Retirement 52

Retirement Retirement Planning Insurance Medical 52

Carson Wealth

JUNE 6, 2023

Alex Jensen, CFP ® , CPWA ® , AEP ® , CEPA, Wealth Strategist As a small business owner, you work tirelessly to build a successful business you can be proud of. Inevitably, there will come a time you need to leave your business behind — whether due to retirement or unforeseen circumstances.

Planning 52

Planning Financial Planning Retirement Financial Advisor 52

Steve Sanduski

APRIL 8, 2023

What’s missing from retirement planning, and financial planning in general, is the value, nuance, and context that right-hemisphere thinking brings to the table. The Big Picture The retirement planning pendulum has swung too far to the left hemisphere. Perhaps my CFP designation should be revoked!

Retirement Planning 52

Retirement Planning Retirement Planning Certified Financial Planner 52