Nerd's Eye View

OCTOBER 7, 2024

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 financial advisors!

Clients 246

Clients B2B Estate Planning Planning 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

OCTOBER 31, 2023

In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)

Financial Advisor 246

Financial Advisor Estate Planning Clients Education 246

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Wealth Management 246

Nerd's Eye View

JULY 25, 2022

And in the coming month, we’ll be rolling out our newest course on “How To Spot Planning Opportunities when Reviewing Estate Planning Documents” Because, the reality is, while we may learn about tax and estate planning in our CFP classes, there’s remarkably little to show us as advisors how best to navigate the reams of tax (..)

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

Nerd's Eye View

DECEMBER 26, 2022

and inflation levels not seen in several decades.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

Nerd's Eye View

AUGUST 16, 2022

Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.

Financial Advisor 246

Financial Advisor Clients Estate Planning Planning 246

Nerd's Eye View

AUGUST 16, 2022

Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.

Financial Advisor 246

Financial Advisor Clients Estate Planning Planning 246

Nerd's Eye View

JUNE 4, 2024

Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JUNE 4, 2024

Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

SEPTEMBER 3, 2024

In this episode, we talk in-depth about how Zack views fiduciary financial wellness to 401(k) plan participants as a 3-tiered offering consisting of education, one-on-one advice, and implementation support, how Zack's firm is able to generate incredibly strong email open rates of 75%–90%, and click-through rates of 40%–50%, on the (hyper-targeted) (..)

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Nerd's Eye View

AUGUST 5, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Envestnet has announced that it is being acquired and taken private in a $4.5

Estate Planning 130

Estate Planning Accounting Assets Clients 130

Steve Sanduski

NOVEMBER 12, 2024

Brighton Jones’s unique approach to business planning. They want to talk about how they need to update their estate plan, but they’ve got some real turmoil. On today’s show, Carley Dillon shares the strategic and tactical framework behind Brighton Jones’s stunning success.

Accounting 52

Accounting Clients Financial Advice Estate Planning 52

Nerd's Eye View

OCTOBER 18, 2022

We also talk about how, at just 24 years old, Louis decided to launch his own practice as he realized, if he was going to take a big risk, his age gave him the advantage to do so while avoiding the regrets that many successful entrepreneurs have of not starting their businesses earlier in life, how, while being considered for an “approved practice” (..)

Financial Planning 130

Financial Planning Planning Management Investments 130

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Nationwide Financial

MARCH 6, 2023

While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023. Life insurance or mutual funds may be suitable investments to informally fund the plan.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

Harness Wealth

FEBRUARY 13, 2023

Aside from actual tax returns, a tax advisor can help you make tax advantaged decisions in key areas like retirement, estate planning, investment management, charitable giving, and small business planning.

Taxes 52

Taxes Tax Planning Planning Consulting 52

Carson Wealth

DECEMBER 13, 2022

These advisors may have a background in tax or small business planning, specialize in high-net-worth families or make sophisticated investment recommendations. Managing wealth requires the skills of a Financial Advisor plus competence in tax and estate planning.

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Brown Advisory

MARCH 1, 2019

We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. The choice of business structure can have a lasting impact on the tax treatment of a liquidity event, issues regarding succession, and many other important factors. Build / Grow. Post-Liquidity.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

MARCH 1, 2019

We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. The choice of business structure can have a lasting impact on the tax treatment of a liquidity event, issues regarding succession, and many other important factors. Build / Grow. Post-Liquidity.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

FEBRUARY 13, 2017

With a well-vetted business plan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estate plan was in place and up to date. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit.

Clients 52

Clients Portfolio Planning Investments 52

Brown Advisory

FEBRUARY 13, 2017

With a well-vetted business plan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estate plan was in place and up to date. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit.

Clients 52

Clients Portfolio Planning Investments 52

Midstream Marketing

NOVEMBER 5, 2024

Think about which parts of financial planning you like best. Is it retirement planning, investment management, or estate planning? For instance, if you are working with entrepreneurs, your financial advice should cover business planning, succession strategies, and smart investment ideas for saving on taxes.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

The Big Picture

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. Just go with your business plan.” They’ll construct the portfolio.

Financial Advisor 286

Financial Advisor Clients Taxes Investments 286