Nerd's Eye View

OCTOBER 1, 2024

We also talk about how Gaetano has built his current practice up to $75 million in just 5 years in part through client referrals that came after he got really proactive in addressing client concerns (from phone calls to webinars to additional written commentary and even crafting an expertise on PPP loans while they were available) during the COVID-induced (..)

Assets 161

Assets Financial Advisor Insurance Clients 161

Nerd's Eye View

FEBRUARY 26, 2024

In the early days of the financial advice industry, an advisor's options for generating new business were somewhat limited. From there, advicers can determine if the activity is actually having any effect by measuring the number of Prospect Inquiries, or how many people reach out to learn more about what the advicer offers.

Marketing 194

Marketing Marketing Sales Clients 194

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars. Read More.

Education 219

Education CFP Certification License 219

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

Nerd's Eye View

JULY 25, 2022

First and foremost, we’re excited to announce that, effective immediately, all of our Nerd’s Eye View blog and recorded webinar CE from 2022 (and all future CE) is now eligible for the new IAR CE requirements. Those who are interested (or have a friend or family member who might be!)

Education 188

Education Financial Planning Estate Planning CFP 188

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. The industry is typically about the implementation aspect of financial advice not educating and empowering the client.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52