Nerd's Eye View

NOVEMBER 6, 2023

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

Compliance 246

Compliance Valuation Financial Advisor Clients 246

Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Read More.

Education 246

Education CFP Certification License 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.

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

Nerd's Eye View

APRIL 23, 2024

What's unique about Tyson, though, is how he has developed a planning process he calls their "Total Relationship" approach, which puts an emphasis on determining a client's near-term lump sum spending needs like a new car purchase or a big vacation, and ensuring the portfolio is built around having sufficient cash available for those goals, which Tyson (..)

Clients 130

Clients Financial Advisor Wealth Advisor Financial Advice 130

Steve Sanduski

APRIL 22, 2024

This range can now serve as a benchmark for your financial advice business. While successful financial advisors “don’t treat their clients like a number,” the numbers don’t lie. Determine Your Optimal Client Fee Range Start with your average fee, let’s say $10,000 per year. Now it’s your turn.

Clients 59

Clients Financial Advice CFP Numbers 59

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. What if financial advisors gave generously without expecting anything in return? ” Well, now it is.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Nerd's Eye View

MARCH 21, 2023

We also talk about how, when Brenda realized she would have to take care of her younger sibling, she asked for help and her high school placed her in a cooperative education program that got her a job as a teller at a credit union which began her career in the financial services industry, how, later in her career, Brenda began a job in insurance (because (..)

Financial Advice 246

Financial Advice Insurance Financial Advisor Financial Planning 246

Good Financial Cents

APRIL 19, 2023

You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants!

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

OCTOBER 19, 2022

RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. And it was just really fun to build that business. Just go with your business plan.” RAMPULLA: Yeah.

Financial Advisor 286

Financial Advisor Clients Taxes Investments 286

Nerd's Eye View

FEBRUARY 17, 2025

In order to deliver the best service to their clients, financial advisors often take on responsibilities beyond giving financial advice, including compliance, marketing, team management, and other operational duties. Over time, this can easily lead to overwhelm – or, eventually, even burnout.

Compliance 183

Compliance Financial Advice Financial Advisor Management 183

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. LINDZON: No, so obviously, I did the business plan, I’m kidding. Uh, Fred said to give me your number.”

Media 290

Media Investing Investments Valuation 290