Business Planning Financial Planning Seminar 
Nerd's Eye View
JULY 13, 2023
Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.
Nerd's Eye View
DECEMBER 20, 2022
In this episode, we talk in-depth about how, as Emily progressed in her career from working on 401(k) plans to focusing on financial planning, she faced challenges and eventual burnout while building a successful financial planning offering in a firm that was still primarily focused on 401(k) plans first and foremost and didn’t want to allocate (..)
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Nerd's Eye View
SEPTEMBER 6, 2022
What's unique about Andy, though, is how, shortly after launching his practice, he created a Facebook group so that he could share his expertise directly with the types of clients he wanted to serve… which unexpectedly became so successful, that in just two short years, he reached the client capacity goal he set out as he went from $0 in AUM (..)
Nerd's Eye View
SEPTEMBER 10, 2024
In this episode, we talk in-depth about how John and his entire firm serves the Federal employee niche, with a particular focus on the areas that make their clients' situations different from others, such as the Federal government's unique retirement system that includes both defined-benefit pension and defined-contribution plans, how John finds that (..)
Nerd's Eye View
DECEMBER 13, 2022
What's unique about Terry, though, is how, after nearly ‘failing’ out of the business because he was struggling to get new enough clients in his first 2 years, he changed his approach to asking for referrals by asking prospects upfront to commit to making a referral only after he showed them real financial planning value… and within (..)
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