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Welcome back to the 290th episode of the FinancialAdvisor Success Podcast ! Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. Read More.
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Financialadvisors who have established and successfully built up their advisory firms over several years can often go through many stages of firm development, requiring them to hire staff and additional advisors to manage their growing clientele.
When it comes to focusing on a niche for financialadvisors, business owner clients can be an appealing target as they can have complex financialplanning problems ranging from cash flow management to tax planning to acquisition strategies.
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Welcome back to the 359th episode of the FinancialAdvisor Success Podcast ! Eric is the Chief FinancialAdvisor and Co-Owner of Econologics FinancialAdvisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households.
Though in practice, while a 1% AUM fee is a common 'starting point' in the industry, the actual fee structure can vary based on the firm's approach; for example, some firms may reduce the fee for high-net-worth clients, or charge an additional fee for separate and additional services (from deeper financialplanning to add-ons like tax preparation).
Welcome to the 391st episode of the FinancialAdvisor Success Podcast ! Chris is the founder of Sparrow Wealth Management, an RIA based in Orlando, Florida, that oversees approximately $110 million in assets under management for 68 client households. Welcome everyone! My guest on today's podcast is Christopher Jones.
Welcome back to the 358th episode of the FinancialAdvisor Success Podcast ! Veronica is a Senior FinancialAdvisor at CAPTRUST and works from the RIA's Lake Success, New York, office, where she oversees $360 million in assets under management for about 200 client households. Read More.
The announcement of the merger between Charles Schwab and TD Ameritrade in November 2019 kicked off a marathon of preparation for advisory firms to transition their clients on the TD Ameritrade custodial platform to Schwab. Additionally, any open trade orders (e.g., Read More.
Welcome back to the 360th episode of the FinancialAdvisor Success Podcast ! Suzanne is a Senior FinancialAdvisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households.
Welcome back to the 295th episode of the FinancialAdvisor Success Podcast ! Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.
Most financialadvisors strive to provide excellent client care and prioritize a systematic process to maintain regular communication with their clients both on a scheduled (e.g., Suddenly, the question of, "What does it mean to provide the best care for clients at this firm as a team?"
While it can be easy for financialadvisors to recognize the wide range of ways they add value for clients throughout the year, clients themselves might not be aware of what their advisors do for them behind the scenes outside of their annual meetings (e.g.,
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Welcome back to the 292nd episode of the FinancialAdvisor Success Podcast ! Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households. My guest on today's podcast is Matthew Topley.
When deciding on a marketing strategy to pursue, one of the key factors for financial advisory firms to consider is efficiency. Notably, the point of an SEO strategy is to drive users to an advisory firm's website so that those visitors can eventually be converted into paying clients.
Welcome back to the 334th episode of the FinancialAdvisor Success Podcast ! Meg is the Founder and Lead Financial Planner for Flow FinancialPlanning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households.
Why a Solo Retreat is Great for Annual BusinessPlanning for FinancialAdvisors: Today let’s plan your biggest success as a financialadvisor in all the years you have been in the business by A.Planning a solo retreat, and B.Learning strategies for income growth.
Welcome back to the 299th episode of the FinancialAdvisor Success Podcast ! Tim is the founder of PrairieView Wealth Partners, a hybrid advisory firm based in Orland Park, Illinois, that oversees $100 million in assets under management for 190 client households. My guest on today's podcast is Tim Regan. Read More.
One of the most important parts of a financialadvisor’s value proposition is time spent meeting with their clients. These meetings allow advisors to listen to their clients’ concerns, make planning recommendations, and chart a course for the coming months.
The necessity of fee increases entails a certain amount of pain for monthly-fee advisors since each conversation around raising fees creates the possibility of pushback from clients that could put a strain on the client-advisor relationship.
Welcome to the 389th episode of the FinancialAdvisor Success Podcast ! Mark is the Founder of Timothy Financial Counsel, an RIA based in Wheaton, Illinois, that is on track to generate approximately $5 million in annual revenue this year serving 800 client households. Welcome everyone!
When a financialadvisor first opens their own firm, they often start with few (or no) clients and little revenue. letting a client go), it can help to have a ‘quitting coach’ to hold the individual accountable for their pre-commitment.
Welcome to the 384th episode of the FinancialAdvisor Success Podcast ! Hannah is a partner and financialadvisor at Lomanto Provost FinancialAdvisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.
One of the main goals of financialadvisors who market themselves is to build a foundation of trust with their prospective clients so that they feel comfortable in discussing often-sensitive financial topics and ultimately acting on the advisor's recommendations.
Welcome to the 416th episode of the FinancialAdvisor Success Podcast ! Fran is the CEO of Toler Financial Group, an RIA based in Silver Spring, Maryland, that oversees nearly $200 million in assets under management for 280 client households. Welcome everyone! My guest on today's podcast is Fran Toler. Read More.
Welcome back to the 295th episode of the FinancialAdvisor Success Podcast ! Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.
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Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financialadvisors!
Welcome to the 423rd episode of the FinancialAdvisor Success Podcast ! Cristina is the CEO of Mana Financial Life Design, an RIA based in Los Angeles, California (but works virtually with clients nationwide), that oversees approximately $70 million in assets under management for 119 client households.
Welcome to the 379th episode of the FinancialAdvisor Success Podcast ! Hans is the founder of Intelligent Investing, an RIA based in Greenville, South Carolina, that oversees $50M in assets under management for 40 client households. Welcome everyone! My guest on today's podcast is Hans Blake.
Welcome to the 405th episode of the FinancialAdvisor Success Podcast ! Gaetano is a partner and senior financialadvisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households. Welcome everyone!
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Welcome back to the 289th episode of the FinancialAdvisor Success Podcast ! Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households. My guest on today's podcast is Kamila Elliott.
In the context of financialadvisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!
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