Business Planning, Financial Advisor and Retirement

#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

OCTOBER 29, 2024

Welcome to the 409th episode of the Financial Advisor Success Podcast ! Welcome, everyone! My guest on today's podcast is Travis Hornsby. Read More.

Consulting

Consulting Clients Financial Planning Compensation Planning

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

Nerd's Eye View

JANUARY 22, 2025

Financial advisors often engage with a variety of prospects, each with unique needs and motivations. Some prospects approach an advisor with an immediate 'problem to be solved', such as a fast-approaching retirement date. I help clients in retirement by doing X, Y, and Z.").

Financial Advice

Financial Advice Financial Planning Retirement Clients

#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

Nerd's Eye View

JANUARY 21, 2025

Welcome to the 421st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Daniel Friedman. Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. Read More.

Taxes

Taxes Tax Planning Financial Advisor Compensation Planning

Webinars

What Your Financial Statements Are Telling You—And How to Listen!

How To Avoid Pitfalls In Automation: Keep Humans In The Loop

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

MORE WEBINARS

#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

Nerd's Eye View

APRIL 8, 2025

Welcome to the 432nd episode of the Financial Advisor Success Podcast! Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

Financial Planning

Financial Planning Clients Planning Financial Advisor

#FASuccess Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth, With Jennifer des Groseilliers

Nerd's Eye View

FEBRUARY 25, 2025

Welcome to the 426th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Jennifer des Groseilliers. Read More.

Compensation Planning

Compensation Planning Clients Planning Wealth Advisor

Kitces & Carl Ep 119: Navigating Succession Plans When Founders Are Having Second Thoughts On Retirement

Nerd's Eye View

AUGUST 24, 2023

For many next-gen financial advisors who start with or move their careers to an established firm, eventually earning an equity stake in that firm can be an exciting prospect and is often a major career goal that many advisors aspire to achieve.

Retirement

Retirement Planning Retirement Planning Communication

Implementing Retirement Income Guardrails To Facilitate (The Right) Spending Raises And Spending Cuts

Nerd's Eye View

JANUARY 4, 2023

Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. This strategy is valuable because it generally allows for higher initial withdrawal rates than more static approaches that don’t accommodate clients willing to adjust their spending in retirement.

Retirement

Retirement Distribution Retirement Planning Asset Allocation

#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr.

Nerd's Eye View

FEBRUARY 11, 2025

Welcome to the 424th episode of the Financial Advisor Success Podcast ! David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome everyone! Read More.

Planning

Planning Valuation Financial Advisor Sales

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

Nerd's Eye View

OCTOBER 23, 2024

AUM detractors like Sethi often present a calculation that compares the performance of 2 identical portfolios – one managed by an advisor who charges a 1% AUM fee for 20+ years, and one without an advisor – illustrating how the fee can significantly erode the cumulative value of their portfolio by the time they reach retirement.

Clients

Clients Financial Advice Financial Planning Financial Advisor

#FA Success Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years, With Troy Sharpe

Nerd's Eye View

APRIL 30, 2024

Welcome to the 383rd episode of the Financial Advisor Success Podcast ! Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households. Welcome everyone! My guest on today's podcast is Troy Sharpe.

Financial Advisor

Financial Advisor Clients Retirement Planning

Weekend Reading For Financial Planners (Dec 17-18)

Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How firms can best leverage their internal data to improve the number of client referrals they receive.

Financial Planner

Financial Planner CFP Financial Advisor Retirement Planning

#FA Success Ep 332: Transitioning From (A Father’s) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor, With Liz Hand

Nerd's Eye View

MAY 9, 2023

Welcome back to the 332nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Liz Hand. Liz is the co-owner of Pleasant Wealth, a hybrid advisory firm based in Canton, Ohio that oversees $146 million in assets under management for 522 client households. Read More.

Commission

Commission Planning Financial Advisor Financial Planning

#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko

Nerd's Eye View

SEPTEMBER 6, 2022

Welcome back to the 297th episode of the Financial Advisor Success Podcast ! Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. My guest on today's podcast is Andy Panko. Read More.

Tax Planning

Tax Planning Financial Advisor Retirement Clients

#FA Success Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals, With Ramit Sethi

Nerd's Eye View

OCTOBER 4, 2022

Welcome back to the 301st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ramit Sethi. Read More.

Clients

Clients Financial Advisor Education Retirement

#FASuccess Ep 405: When Being ‘Youthful’ Turns From A Liability To An Asset In Building Your (Long-Term) Advisory Business, With Gaetano Sacco

Nerd's Eye View

OCTOBER 1, 2024

Welcome to the 405th episode of the Financial Advisor Success Podcast ! Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households. Welcome everyone! Read More.

Assets

Assets Financial Advisor Insurance Clients

#FA Success Ep 356: Scaling To (Nearly) $2M Of Revenue As A Flat-Fee, Advice-Only Firm, With Sarah-Catherine Gutierrez

Nerd's Eye View

OCTOBER 24, 2023

Welcome to the 356th episode of the Financial Advisor Success Podcast ! Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. Welcome everyone! Read More.

Financial Advisor

Financial Advisor Financial Planning Planning Clients

#FASuccess Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway, With Christopher Jones

Nerd's Eye View

JUNE 25, 2024

Welcome to the 391st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Christopher Jones. Chris is the founder of Sparrow Wealth Management, an RIA based in Orlando, Florida, that oversees approximately $110 million in assets under management for 68 client households. Read More.

Clients

Clients Financial Advisor Financial Planning Planning

#FA Success Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family, With Suzanne Powell

Nerd's Eye View

NOVEMBER 21, 2023

Welcome back to the 360th episode of the Financial Advisor Success Podcast ! Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. Read More.

Clients

Clients Financial Advisor CFP Wealth Management

#FASuccess Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk, With Mark Asaro

Nerd's Eye View

OCTOBER 15, 2024

Welcome to the 407th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Mark Asaro. Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households. Read More.

Retirement

Retirement Portfolio Management Investments

#FA Success Ep 317: From Individual To Partnership: Managing The Merger Transition From Solo Practices, With Jennifer Climo

Nerd's Eye View

JANUARY 24, 2023

Welcome back to the 317th episode of the Financial Advisor Success Podcast ! Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households. Read More.

Management

Management Financial Advisor Planning Retirement

The Latest In Financial #AdvisorTech (May 2024)

Nerd's Eye View

MAY 6, 2024

Welcome to the May 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Financial Advisor

Financial Advisor Retirement Planning CFP Clients

#FA Success Ep 351: Facilitating Successful Advisor Mergers & Acquisitions By Avoiding The Conflicts Of A Success Fee, With Jessica Polito

Nerd's Eye View

SEPTEMBER 19, 2023

Welcome back to the 351st episode of the Financial Advisor Success Podcast ! Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms. Read More.

Financial Advisor

Financial Advisor Fee Only Sales Clients

#FA Success Ep 292: Syndicating Private Real Estate Opportunities To Differentiate With HNW Clients, With Matthew Topley

Nerd's Eye View

AUGUST 2, 2022

Welcome back to the 292nd episode of the Financial Advisor Success Podcast ! Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households. My guest on today's podcast is Matthew Topley. Read More.

Clients

Clients Financial Advisor Financial Planning Planning

#FA Success Ep 302: Structuring Your Ideal Week To Become A Highly-Leveraged Individual Advisor, With Libby Greiwe

Nerd's Eye View

OCTOBER 11, 2022

Welcome back to the 302nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Libby Greiwe. Read More.

Financial Advisor

Financial Advisor Clients Consulting Financial Services

Weekend Reading For Financial Planners (Dec 10-11)

Nerd's Eye View

DECEMBER 9, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees.

Financial Planner

Financial Planner Recruitment Retirement Planning Retirement

The Latest In Financial #AdvisorTech (June 2023)

Nerd's Eye View

JUNE 5, 2023

Welcome to the June 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance

Risk Tolerance Retirement License Retirement Planning

#FA Success Ep 331: Getting Comfortable Hiring Advisors ‘Early’ As The Advisory Business Revenue Grows, With Jake Northrup

Nerd's Eye View

MAY 2, 2023

Welcome back to the 331st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jake Northrup. Jake is the Founder of Experience Your Wealth, an independent RIA based in Bristol, Rhode Island, that advises 78 client households with a 3-person team supporting more than $550,000 of ongoing revenue.

Financial Advisor

Financial Advisor Financial Planning Clients Planning

#FA Success Ep 307: Dropping Your Broker-Dealer License Without Dropping The Broker-Dealer Platform, With Stacey Hyde

Nerd's Eye View

NOVEMBER 15, 2022

Welcome back to the 307th episode of the Financial Advisor Success Podcast ! Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. My guest on today's podcast is Stacey Hyde.

License

License Financial Advisor Clients Communication

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

Nerd's Eye View

MAY 8, 2023

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., Besides the fact that many financial advisors don’t hold the necessary credentials (e.g.,

Taxes

Taxes Financial Planning Financial Advisor Clients

#FA Success Ep 352: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation, With Bridget Venus Grimes

Nerd's Eye View

SEPTEMBER 26, 2023

Welcome back to the 352nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Bridget Venus Grimes. Read More.

Financial Planning

Financial Planning Financial Advisor Clients Planning

#FASuccess Ep 397: Powering Growth To $1.2B Of AUM With An Intentional Focus On (Local) Acquisitions Of Retiring Advisors, With Jaime Benedetti

Nerd's Eye View

AUGUST 6, 2024

Welcome to the 397th episode of the Financial Advisor Success Podcast ! Jaime is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based in Atlanta, Georgia, and Covington, Louisiana that oversee a total of $1.2 Welcome everyone! Read More.

Commission

Commission Retirement Financial Advisor Recruitment

Weekend Reading For Financial Planners (Dec 24-25)

Nerd's Eye View

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, ”, a series of measures that will have significant impacts on the world of retirement planning.

Financial Planner

Financial Planner Retirement Planning Financial Planning Budgeting

The Latest In Financial #AdvisorTech (May 2023)

Nerd's Eye View

MAY 1, 2023

Welcome to the May 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Taxes

Taxes Retirement Planning Advertising Retirement

The Latest In Financial #AdvisorTech (January 2024)

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Retirement Planning

Retirement Planning Startup Compliance Clients

Wealth.com Raises $30M To Provide Estate Documents To Advisors’ Clients (And More Of The Latest In Financial #AdvisorTech – October 2024)

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients

Clients B2B Estate Planning Planning

Why “Deferred Sales Trusts” Can Be A Risky Way To Defer Taxes On A Business Sale

Nerd's Eye View

MAY 29, 2024

Small business owners often treat their businesses not only as their source of income during their working years, but also as an asset that can be sold to fund their retirement. One way to reduce the tax impact of selling a small business is by using an installment sale. Under IRC Sec.

Sales

Sales Taxes Assets Retirement

#FA Success Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations, With Hans Blake

Nerd's Eye View

APRIL 2, 2024

Welcome to the 379th episode of the Financial Advisor Success Podcast ! And so, with that introduction, I hope you enjoy this episode of the Financial Advisor Success podcast, with Hans Blake. Welcome everyone! My guest on today's podcast is Hans Blake. Read More.

Clients

Clients Financial Advisor Assets Retirement

#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

SEPTEMBER 3, 2024

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

Financial Planning

Financial Planning Planning Retirement Planning Financial Advisor

#FA Success Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker, With Brad Arends

Nerd's Eye View

OCTOBER 17, 2023

Welcome back to the 355th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brad Arends. Read More.

Financial Planning

Financial Planning Planning Wealth Management Retirement Planning

#FASuccess Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm, With Eric Wulff

Nerd's Eye View

AUGUST 13, 2024

Welcome to the 398th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Eric Wulff. Eric is the CEO of Marcum Wealth, an RIA based in Cleveland, Ohio, that oversees $2.5 billion in assets under management for approximately 2,700 client households. Read More.

Financial Advisor

Financial Advisor Financial Planning Accounting Planning

#FASuccess Ep 402: Accelerating Early Advisor Growth With A (Federal Employee) Specialization That Evolves Over Time, With John Mason

Nerd's Eye View

SEPTEMBER 10, 2024

Welcome to the 402nd episode of the Financial Advisor Success Podcast! Welcome everyone! My guest on today's podcast is John Mason. John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households. Read More.

Financial Advisor

Financial Advisor Clients Fee Only Government

#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

Nerd's Eye View

MARCH 5, 2024

Welcome back to the 375th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rob Schultz. Rob is the Senior Partner of NWF Advisory, a hybrid firm based in Los Angeles, California, where he oversees nearly $500M in assets under management for 200 client households. Read More.

Clients

Clients Financial Advisor Financial Planner Medicine

Wealth Manager vs. Financial Advisor: What’s the Difference?

Carson Wealth

DECEMBER 13, 2022

RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager. Financial Advisors and Wealth Managers have a common knowledge and skill sets. What Do Financial Advisors Do? A Financial Advisor works with clients. The Similarities.

Wealth Management

Wealth Management Financial Advisor Management Financial Planner

#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown

Nerd's Eye View

JANUARY 10, 2023

Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

Clients

Clients CFP Financial Advisor Wealth Advisor

#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

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

Webinars

Trending Sources

#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

Webinars

#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

#FASuccess Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth, With Jennifer des Groseilliers

Kitces & Carl Ep 119: Navigating Succession Plans When Founders Are Having Second Thoughts On Retirement

Implementing Retirement Income Guardrails To Facilitate (The Right) Spending Raises And Spending Cuts

#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr.

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

#FA Success Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years, With Troy Sharpe

Weekend Reading For Financial Planners (Dec 17-18)

#FA Success Ep 332: Transitioning From (A Father’s) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor, With Liz Hand

#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko

#FA Success Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals, With Ramit Sethi

#FASuccess Ep 405: When Being ‘Youthful’ Turns From A Liability To An Asset In Building Your (Long-Term) Advisory Business, With Gaetano Sacco

#FA Success Ep 356: Scaling To (Nearly) $2M Of Revenue As A Flat-Fee, Advice-Only Firm, With Sarah-Catherine Gutierrez

#FASuccess Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway, With Christopher Jones

#FA Success Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family, With Suzanne Powell

#FASuccess Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk, With Mark Asaro

#FA Success Ep 317: From Individual To Partnership: Managing The Merger Transition From Solo Practices, With Jennifer Climo

The Latest In Financial #AdvisorTech (May 2024)

#FA Success Ep 351: Facilitating Successful Advisor Mergers & Acquisitions By Avoiding The Conflicts Of A Success Fee, With Jessica Polito

#FA Success Ep 292: Syndicating Private Real Estate Opportunities To Differentiate With HNW Clients, With Matthew Topley

#FA Success Ep 302: Structuring Your Ideal Week To Become A Highly-Leveraged Individual Advisor, With Libby Greiwe

Weekend Reading For Financial Planners (Dec 10-11)

The Latest In Financial #AdvisorTech (June 2023)

#FA Success Ep 331: Getting Comfortable Hiring Advisors ‘Early’ As The Advisory Business Revenue Grows, With Jake Northrup

#FA Success Ep 307: Dropping Your Broker-Dealer License Without Dropping The Broker-Dealer Platform, With Stacey Hyde

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

#FA Success Ep 352: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation, With Bridget Venus Grimes

#FASuccess Ep 397: Powering Growth To $1.2B Of AUM With An Intentional Focus On (Local) Acquisitions Of Retiring Advisors, With Jaime Benedetti

Weekend Reading For Financial Planners (Dec 24-25)

The Latest In Financial #AdvisorTech (May 2023)

The Latest In Financial #AdvisorTech (January 2024)

Wealth.com Raises $30M To Provide Estate Documents To Advisors’ Clients (And More Of The Latest In Financial #AdvisorTech – October 2024)

Why “Deferred Sales Trusts” Can Be A Risky Way To Defer Taxes On A Business Sale

#FA Success Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations, With Hans Blake

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

#FA Success Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker, With Brad Arends

#FASuccess Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm, With Eric Wulff

#FASuccess Ep 402: Accelerating Early Advisor Growth With A (Federal Employee) Specialization That Evolves Over Time, With John Mason

#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

Wealth Manager vs. Financial Advisor: What’s the Difference?

#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown

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