Nerd's Eye View

DECEMBER 26, 2022

Thanks again for the opportunity to serve you in 2022, and I’m excited to share more soon about some new initiatives we’re planning to do to support the Financial Advicer community even more in 2023 and beyond! In the meantime, I hope you're having a safe and happy holiday season. Read More.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

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!)

Education 244

Education Financial Planning Estate Planning CFP 244

Nerd's Eye View

SEPTEMBER 3, 2024

What's unique about Zack, though, is how he has built a financial wellness offering that both profitably serves employees at businesses that utilize their fiduciary 401(k) services with not just self-serve technology but outright one-on-one financial advice to plan participants… and provides a stream of referrals for his firm's private wealth (..)

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Steve Sanduski

NOVEMBER 12, 2024

including their intense focus on metrics, culture, growth, referral marketing , and how they’ve structured their regions and “pods” to deliver “wealth alignment” that goes far beyond typical financial advice. Brighton Jones’s unique approach to business planning.

Accounting 52

Accounting Clients Financial Advice Estate Planning 52

Midstream Marketing

NOVEMBER 5, 2024

Introduction In the busy world of financial advice, it’s important to stand out. If you are a financial advisor looking to grow your client base and make a real impact, you need to learn good marketing strategies. It allows financial advisors to stand out. Clients have various needs.

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.” And it’s financial advice.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286