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

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

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 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

Education 244

Education Financial Planning Estate Planning CFP 244

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! and inflation levels not seen in several decades. In the meantime, I hope you're having a safe and happy holiday season.

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 Estate Planning Clients 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 Estate Planning Clients Planning 246

Nerd's Eye View

SEPTEMBER 3, 2024

Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets. My guest on today's podcast is Zack Hubbard.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Nerd's Eye View

OCTOBER 18, 2022

What's unique about Louis, though, is how he and his partner (in anticipation of a shift in the financial advisory industry to more automated client services nearly 10 years ago) developed a robo-advice technology prototype to help clients have their investments managed at a very low cost… which then struggled to gain traction with consumers, (..)

Financial Planning 130

Financial Planning Planning Management Investing 130

Nerd's Eye View

JUNE 4, 2024

Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. Welcome everyone! Welcome to the 388th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Freeman Linde. Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JUNE 4, 2024

Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. Welcome everyone! Welcome to the 388th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Freeman Linde. Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nationwide Financial

MARCH 6, 2023

For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. Like individuals, businesses holding investments and other capital assets should consider other income, gains, and losses when determining when to sell capital assets.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

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

Brown Advisory

MARCH 1, 2019

Long-Term Planning for Founders & Builders: A “Phase-Gate” Process ajackson Fri, 03/01/2019 - 16:33 The evolution of a business—from the initial concept idea to a thriving business model, to an eventual exit—is a long-term process that involves a meaningful investment today in pursuit of large rewards tomorrow.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

MARCH 1, 2019

Long-Term Planning for Founders & Builders: A “Phase-Gate” Process. The evolution of a business—from the initial concept idea to a thriving business model, to an eventual exit—is a long-term process that involves a meaningful investment today in pursuit of large rewards tomorrow. Phase-gate planning.

Planning 52

Planning Estate Planning Clients Startup 52

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Harness Wealth

FEBRUARY 13, 2023

Traditional tax firms tend to have rigid business models that make it difficult for clients looking for one-off expert consultations or even ongoing planning services. In a 1 hour tax-planning session, an expert advisor will: 1. Have a look at our services below and consider signing up for an account today. How does it work?

Taxes 52

Taxes Tax Planning Planning Consulting 52

Carson Wealth

DECEMBER 13, 2022

Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. Both are trained to help clients identify their financial goals and chart a plan towards those goals. They are often one of the first people clients meet in a financial planning or investment engagement. The Similarities.

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Steve Sanduski

NOVEMBER 12, 2024

” It takes “intention and attention” to set goals, create action plans and playbooks, and get to work! 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.

Accounting 52

Accounting Clients Financial Advice Estate Planning 52

Midstream Marketing

NOVEMBER 5, 2024

For financial planning, you might target young professionals in New York City. For example, you can work with new advisors who assist with divorce financial planning. Another idea is to focus on the unique needs of small business owners. Another idea is to focus on the unique needs of small business owners.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

Brown Advisory

FEBRUARY 13, 2017

At times, younger clients benefit from the careful planning of their parents; their inherited wealth can come in many forms, such as LLC interests, private equity holdings, or income from family trusts. With a well-vetted business plan, she came to us for guidance on how to proceed.

Clients 52

Clients Portfolio Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

At times, younger clients benefit from the careful planning of their parents; their inherited wealth can come in many forms, such as LLC interests, private equity holdings, or income from family trusts. With a well-vetted business plan, she came to us for guidance on how to proceed.

Clients 52

Clients Portfolio Planning Education 52

The Big Picture

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. 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. How did you end up at Vanguard?

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286