Remove Business Planning Remove Financial Advice Remove Financial Planning
article thumbnail

Five “Self-Persuasion” Questions To Connect With Prospects Who Say They’re Interested… But Aren’t Moving Forward

Nerd's Eye View

However, not all prospects have immediate financial concerns. While these individuals may genuinely be interested in financial advice, they might also feel ambivalent about the timing, relevance, or ultimate value of working with an advisor. I help clients in retirement by doing X, Y, and Z."). Read More.

article thumbnail

Promoting The Financial Advice Industry ‘Sport’ Positively To Build Trust In The Client ‘Fan Base’

Nerd's Eye View

While focusing on promoting the industry more positively may be a helpful (and much-needed) shift, individual advisors and firms can also work collectively to sell financial planning by promoting the value of their firms as a whole and not just by showcasing the talent of individual advisors.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Quantifying (More Accurately) The Real Impact Of A Financial Advisor’s Costs On Their Clients’ Nest Eggs

Nerd's Eye View

While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid.

Clients 246
article thumbnail

#FA Success Ep 368: Getting Real Social Media Marketing Results By Focusing On Your (Ideal) Client’s Desire To Learn, With Thomas Kopelman

Nerd's Eye View

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman.

Media 246
article thumbnail

How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

Nerd's Eye View

Accordingly, promoting the brand of the CFP marks to the public can be a good way for advisors to boost their own personal brands in the minds of consumers, and at the same time serve to promote recognition of CFP certification more broadly as a sign of high-quality financial advice (and supporting CFP Board’s own publicity efforts).

CFP 246
article thumbnail

Offering Tax Preparation As A Solo Advisor: How To Attain Designations And Create A Schedule By Next Tax Season

Nerd's Eye View

Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. Besides the fact that many financial advisors don’t hold the necessary credentials (e.g., by tailoring client data-gathering worksheets to focus on the information that is relevant to a client’s tax situation).

Taxes 246
article thumbnail

#FASuccess Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning, With Zack Hubbard

Nerd's Eye View

Welcome to the 401st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Zack Hubbard.