Nerd's Eye View

AUGUST 26, 2024

For most of its history, the financial advice industry has been very slow to change. Additionally, those promoting change can be very clear about what the process will entail and how it will be implemented (with the caveat that the plan needs to be flexible to allow for change as conditions evolve).

Communication 158

Communication Commission Financial Advice Planning 158

Nerd's Eye View

JANUARY 22, 2025

However, not all prospects have immediate financial concerns. While these individuals may genuinely be interested in financial advice, they might also feel ambivalent about the timing, relevance, or ultimate value of working with an advisor. I help clients in retirement by doing X, Y, and Z."). Read More.

Financial Advice 238

Financial Advice Financial Planning Retirement Clients 238

Nerd's Eye View

AUGUST 24, 2022

While many IRAs include a clause in their advisory agreements limiting their liability in giving financial advice in good faith, the SEC and state regulators have recently been scrutinizing such ‘hedge clauses’ to the extent that they may be found impermissible going forward.

Electronics 242

Electronics Clients Retirement Planning Financial Advice 242

Nerd's Eye View

MARCH 23, 2023

Offering financial advice can mean many things for different financial advisors, and there are many reasons that advisors choose to join the planning profession.

Financial Advice 130

Financial Advice Communication Financial Planning Marketing 130

Nerd's Eye View

AUGUST 24, 2022

While many IRAs include a clause in their advisory agreements limiting their liability in giving financial advice in good faith, the SEC and state regulators have recently been scrutinizing such ‘hedge clauses’ to the extent that they may be found impermissible going forward.

Electronics 238

Electronics Clients Retirement Planning Financial Advice 238

Nerd's Eye View

AUGUST 12, 2024

In the modern era of financial advice, the advicer/client relationship is tightly centered on trust.

Clients 246

Clients Financial Advice Accounting Business Planning 246

Nerd's Eye View

DECEMBER 6, 2022

Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Clients 130

Clients Financial Advice Financial Advisor Consulting 130