Nerd's Eye View

SEPTEMBER 19, 2023

In this episode, we talk in-depth about how Jessica leveraged her investment banking experience in wealth management mergers and acquisitions to build her own business where she could provide more independent M&A advice, why and how Jessica developed her flat-fee advice model for mergers and acquisitions to, similar to the evolution of fee-only (..)

Financial Advisor 237

Financial Advisor Fee Only Sales Wealth Management 237

Nerd's Eye View

MAY 28, 2024

Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. Welcome everyone! Welcome to the 387th episode of the Financial Advisor Success Podcast !

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Nerd's Eye View

MAY 28, 2024

Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. Welcome everyone! Welcome to the 387th episode of the Financial Advisor Success Podcast !

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Nerd's Eye View

FEBRUARY 13, 2024

What's unique about Melody, though, is how after her first decade in practice, she quadrupled her revenue in the subsequent 2 years by restructuring her business model from standalone hourly engagements and project planning fees to a more holistic wealth management offering that combined investment management and financial planning for a single AUM (..)

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

Sara Grillo

MAY 23, 2022

What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. No business plan, no. So please subscribe! What the heck is going on? Yeah, okay.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52