Nerd's Eye View

FEBRUARY 6, 2023

This month's edition kicks off with the news that the “financial monitoring software” platform Elements has raised $5 million in a seed-extension funding round as it seeks to establish a foothold in the rapidly growing AdvisorTech category of “advice engagement” tools designed to draw clients further into the ongoing (not just (..)

B2B 246

B2B Financial Advice Clients Planning 246

Nerd's Eye View

JULY 25, 2022

All in pursuit of our mission – Making Financial Advicers Better, and More Successful – through our ongoing focus on Navigational resources, Educational insights, Research on advicers, and Development of advicer skills. Those who are interested (or have a friend or family member who might be!)

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

Steve Sanduski

APRIL 22, 2024

This range can now serve as a benchmark for your financial advice business. Download your data and get to work in Excel! While successful financial advisors “don’t treat their clients like a number,” the numbers don’t lie. Now double it and then halve it. Now it’s your turn.

Clients 59

Clients Financial Advice CFP Numbers 59

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. Just go with your business plan.”

Financial Advisor 287

Financial Advisor Clients Taxes Investing 287

The Big Picture

MAY 16, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra, extra special guest.

Media 291

Media Investing Investments Valuation 291