Business Planning Communication Management 
Nerd's Eye View
AUGUST 26, 2024
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). In this model, the groundwork for change is first established by assessing the situation (e.g.,
Nerd's Eye View
JUNE 19, 2023
And even more importantly, higher business costs as a rationale for raising fees is bound to ring hollow with clients since they are likely to care much less about the advisory firm’s expenses than about the fact that they will be paying a higher fee going forward, 'just' to receive the same level of service they were already getting.
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Nerd's Eye View
NOVEMBER 11, 2024
Advisors might consider outsourcing roles such as social media management, search engine optimization, web development, event management, and performance analytics, among other options. Advisors may also want to consider a contractor's communication style and marketing philosophy to assess compatibility with the firm's values.
Nerd's Eye View
JULY 29, 2024
Most financial advisors strive to provide excellent client care and prioritize a systematic process to maintain regular communication with their clients both on a scheduled (e.g., annual meeting) and an "on demand" basis. Other benefits also manifested from tracking the firm's progress as processes and standards were gradually refined.
The Big Picture
JUNE 7, 2023
Weinstein, Woodline Partners Co-Chief Investment Officer Mike Rockefeller, Fernbridge Capita Management Founder Brennan Diaz and Knighthead Capital Management Co-Founder Thomas Wagner. Frame what’s going on in today’s environment and what’s it like managing a fund in this sort of circumstance?
Nerd's Eye View
JANUARY 24, 2023
Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households.
Nerd's Eye View
JULY 26, 2022
Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households.
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