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 237

Financial Advisor Fee Only Sales Clients 237

Nerd's Eye View

DECEMBER 12, 2023

Welcome back to the 363rd episode of the Financial Advisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households. Read More.

Financial Advisor 246

Financial Advisor Fee Only Insurance Financial Guidance 246

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 233

Assets Financial Advisor Insurance Clients 233

Nerd's Eye View

DECEMBER 19, 2023

Welcome to the 364th episode of the Financial Advisor Success Podcast ! Ted is the founder of JTPD Partners, a consulting firm based in Atlanta, Georgia, that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. My guest on today's podcast is Ted Jenkin. Read More.

Financial Advisor 244

Financial Advisor Consulting Marketing Marketing 244

Nerd's Eye View

APRIL 18, 2023

Welcome back to the 329th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Charesse Spiller. Charesse is Founder and Principal Consultant for Level Best, an operations and process strategy consulting firm based in Houston, Texas. Read More.

Consulting 246

Consulting Financial Advisor Education Accounting 246

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 246

Commission Planning Financial Advisor Financial Planning 246

Nerd's Eye View

SEPTEMBER 12, 2022

For many financial advisors, choosing their profession was based on a genuine desire to help others achieve their financial goals. Sometimes, advisors can fall prey to the ‘scarcity’ mindset, which compels them to take any and all prospects who consider engaging them, regardless of whether there is a good fit.

Sales 240

Sales Clients Financial Advisor Financial Planning 240

Nerd's Eye View

MAY 22, 2024

This latter exemption means that financial advisors with an ownership interest in their company (even a very small one) could still be subject to a non-compete as a term of the sale of their stake (which could impact how they value receiving an ownership interest in their firm).

Financial Advice 246

Financial Advice Commission Clients Financial Advisor 246

Nerd's Eye View

NOVEMBER 20, 2023

As marketing and prospecting processes become increasingly digital for financial advisors, many prospective clients learn about advisors and what they offer not from an introductory call, webinar, or speaking event but from the advisor's website itself.

Financial Advisor 246

Financial Advisor Clients Communication Consulting 246

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 246

Financial Planning Financial Advisor Clients Planning 246

Nerd's Eye View

MARCH 28, 2023

Welcome back to the 326th episode of the Financial Advisor Success Podcast ! Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results. My guest on today's podcast is Erica Pauly. Read More.

Marketing 246

Marketing Marketing Financial Advisor Strategic Planning 246

Nerd's Eye View

AUGUST 25, 2022

Historically, the career path for newer financial advisors has followed a commission-based model that was focused on sales and business development first and learning the technical aspects of financial planning along the way.

Financial Planning 244

Financial Planning Clients Planning Commission 244

Nerd's Eye View

AUGUST 25, 2022

Historically, the career path for newer financial advisors has followed a commission-based model that was focused on sales and business development first and learning the technical aspects of financial planning along the way.

Financial Planning 242

Financial Planning Clients Planning Commission 242

Nerd's Eye View

JANUARY 23, 2023

Traditional forms of marketing used by financial advisors – including networking with one’s friends and family members, cold-calling, and paid advertising – have been effective at reaching a ‘typical’ client base of older, wealthy retirees.

Marketing 246

Marketing Marketing Financial Planner Education 246

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 246

Retirement Planning Startup Compliance Clients 246

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 246

Clients B2B Estate Planning Planning 246

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 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!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Nerd's Eye View

AUGUST 14, 2023

When a financial advisor first opens their own firm, they often start with few (or no) clients and little revenue. Advisors could also consider instituting (or increasing) minimum fees, which could give clients the option of continuing to work with the advisor for a higher fee.

Clients 245

Clients Accounting Financial Advisor Numbers 245

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 245

Risk Tolerance Retirement License Retirement Planning 245

Nerd's Eye View

AUGUST 20, 2024

Welcome to the 399th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Kelli Kiemle. Kelli is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based in Long Beach, California, that oversees $3.1 Read More.

Financial Advisor 130

Financial Advisor Clients Sales Engineering 130

Nerd's Eye View

JULY 3, 2023

Welcome to the July 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!

Estate Planning 246

Estate Planning Clients Media Planning 246

Nerd's Eye View

JUNE 4, 2024

Welcome to the 388th episode of the Financial Advisor Success Podcast ! Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. Welcome everyone! Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JUNE 4, 2024

Welcome to the 388th episode of the Financial Advisor Success Podcast ! Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. Welcome everyone! Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

APRIL 4, 2023

Welcome to the 327th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Marc Horner. Marc is the Founder of Fairhaven Wealth Management, an independent RIA based in Wheaton, Illinois, that oversees more than $1 billion in assets under management for 450 client households. Read More.

Financial Advisor 130

Financial Advisor Marketing Marketing Recruitment 130

Nerd's Eye View

JUNE 24, 2024

Yet, many firms' prospecting strategies have often relied on individual advisors being able to bring business to the firm instead of actively shaping and promoting the firm's own reputation. comprehensive, planning-centric, fee-based advisors) versus 'bad guy' (e.g.,

Financial Advice 190

Financial Advice Clients Financial Planning Planning 190

Nerd's Eye View

MAY 28, 2024

Welcome to the 387th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 Read More.

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Nerd's Eye View

MAY 28, 2024

Welcome to the 387th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 Click the icon below to listen.

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Nerd's Eye View

JULY 30, 2024

Welcome to the 396th episode of the Financial Advisor Success Podcast ! Michelle is a Wealth Advisor for Financially Wise Divorce, a hybrid advisory firm based in Minneapolis, Minnesota, that oversees $87 million in assets under management for 91 client households. Welcome everyone! Read More.

Clients 130

Clients Financial Advisor Insurance Wealth Advisor 130

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 130

Financial Planning Planning Wealth Management Retirement Planning 130

Nerd's Eye View

FEBRUARY 13, 2024

Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend. Read More.

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

Nerd's Eye View

MARCH 26, 2024

Welcome back to the 378th episode of the Financial Advisor Success Podcast ! Michael is the CEO & Founder of WinCap Financial, an RIA based in Boston, Massachusetts, that oversees $80M in assets under management for 70 client households. My guest on today's podcast is Michael Collins. Read More.

Financial Advisor 130

Financial Advisor Clients Wealth Management Communication 130

Steve Sanduski

JUNE 3, 2022

If you’re happy with your current income but want to build long-term equity value for a possible sale, then make a conscious decision to trade a lower profit margin for higher growth. If you think you’ll sell the business someday, start making it salable today. Even if your business isn’t for sale, it must be salable.

Financial Advisor 52

Financial Advisor Numbers Sales Taxes 52

NAIFA Advisor Today

NOVEMBER 9, 2022

Carroll Golden is a consultant, public speaker, and leader with a comprehensive background in business development and effective strategy implementation. She is the Executive Director of the Specialty Centers at the National Association of Insurance and Financial Advisors (NAIFA) and the President of C.

Consulting 52

Consulting Planning Business Planning Financial Advisor 52

Nerd's Eye View

AUGUST 14, 2023

When a financial advisor first opens their own firm, they often start with few (or no) clients and little revenue. Advisors could also consider instituting (or increasing) minimum fees, which could give clients the option of continuing to work with the advisor for a higher fee.

Clients 130

Clients Accounting Financial Advisor Numbers 130

Sara Grillo

MARCH 25, 2023

You could even lose the ability to conduct business in your state if you neglect to file taxes. In addition, financial projections should be part of your business plan. Research shows that simple, easily updated business plans can help companies grow faster.

Business Planning 52

Business Planning Communication Taxes Planning 52

Indigo Marketing Agency

JULY 1, 2024

When the economy is changing all the time, you need more than just a good business plan to stay ahead of the competition. It needs a personalized, cutting-edge marketing plan, which is where a marketing agency for financial services comes in. They also make the sales process better and faster.

Financial Services 52

Financial Services Marketing Marketing Media 52

Leading Advisor

AUGUST 2, 2023

Branding Commission/Fee For Service Compliance and Licensing Marketing and Sales Office Environment Products and Services Technology and Equipment Team/Succession Planning Vision and Business Plan What… The post Will increasing your understanding of Flow & the Elimination of Flow Killers help you to make these Processes & Systems STICK? (..)

License 40

License Compliance Commission Business Planning 40