Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households.

Financial Planner 240

Financial Planner Management Planning Financial Advisor 240

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Nerd's Eye View

OCTOBER 9, 2023

When deciding on a marketing strategy to pursue, one of the key factors for financial advisory firms to consider is efficiency.

Engineering 201

Engineering Financial Advisor Management Clients 201

Nerd's Eye View

MARCH 14, 2023

Nancy is the CEO and Founder for Benchmark Wealth Management, an independent RIA affiliated with LPL Financial based in Memphis, Tennessee, that oversees nearly $340 million in assets under management for almost 1000 client households. Welcome back to the 324th episode of the Financial Advisor Success Podcast !

Management 130

Management Financial Advisor Clients CFP 130

Nerd's Eye View

OCTOBER 18, 2022

equivalent of nearly $60 million in assets under management for 115 client households. Louis is the Director of WealthUp, an independent advice practice based in Cape Town, South Africa, that oversees the U.S.

Financial Planning 130

Financial Planning Planning Management Investing 130

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 Wealth Managers Do? Wealth management is also a phrase used to describe the process of choosing a client’s investment portfolio. The Similarities.

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Nerd's Eye View

FEBRUARY 7, 2023

Jim is a Co-Founder of Motive Wealth Advisors, an independent RIA based in the suburbs of Detroit, Michigan, that oversees $250 million in assets under management for nearly 50 families.

Clients 130

Clients Management Financial Advisor Wealth Advisor 130

Nerd's Eye View

NOVEMBER 11, 2024

Advisors might consider outsourcing roles such as social media management, search engine optimization, web development, event management, and performance analytics, among other options. As a starting point, understanding the wide variety of marketing tasks that can be outsourced can be beneficial.

Marketing 220

Marketing Marketing Communication Engineering 220

Nerd's Eye View

SEPTEMBER 16, 2024

robo-managed portfolios) at a lower fee. For example, most Millennial and Gen Z clients can open their own investing account and buy index funds online with only minimal guidance from their advisor, so full-service investing might not offer enough value to a next-generation client to justify an ongoing planning fee.

Clients 237

Clients Planning Tax Planning Management 237

Nerd's Eye View

SEPTEMBER 23, 2024

Nonetheless, after a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking as they balance servicing current clients with marketing for new ones and also possibly managing staff. Jake also learned key lessons on managing daily schedules.

Fee Only 246

Fee Only Clients Planning Management 246

Mish Talk

DECEMBER 1, 2022

ISM chart and details below by permission of the Institute for Supply Management. Please consider the November 2022 Manufacturing ISM ® Report On Business ® “Manufacturing contracted in November after expanding for 29 straight months. Managing head counts and total supply chain inventories remain primary goals.

Manufacturing 222

Manufacturing Business Planning Management Economy 222

Don Connelly & Associates

SEPTEMBER 23, 2024

As you might already know, financial advisors need to be good business people to succeed, which entails having a solid business plan, creating an ideal client profile, developing project management skills, and acting and thinking like a CEO.

Financial Advisor 52

Financial Advisor Business Planning Clients Planning 52

Wealth Management

OCTOBER 4, 2023

Advisors are overdelivering services such as health care, estate and business planning, while falling short in the areas their clients most desire.

Retirement Planning 141

Retirement Planning Planning Retirement Business Planning 141

Nerd's Eye View

JULY 10, 2023

At the same time, the business strategies that worked for the original owner might not be suitable or as successful for their successor, which can force the 2nd-generation owner to take a different path to ensure the firm thrives into the future.

Financial Planning 243

Financial Planning Retirement Planning Clients 243

Nerd's Eye View

JULY 29, 2024

Additionally, this process helped clarify how the firm could elevate its culture around client service by refining its client interaction standards and offering an objective way for managers to measure advisors' performance. becomes a crucial one to solve.

Clients 227

Clients Communication Healthcare Planning 227

Nerd's Eye View

JUNE 25, 2024

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.

Clients 188

Clients Financial Advisor Financial Planning Wealth Management 188

Nerd's Eye View

OCTOBER 23, 2024

While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid.

Clients 246

Clients Financial Advice Financial Planning Financial Advisor 246

Nerd's Eye View

OCTOBER 8, 2024

Michael is the manager of Natural Investments, an RIA based in San Francisco, California that has offices across the country, overseeing $1.9 billion in assets under management for 1,300 client households. Welcome to the 406th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Michael Kramer.

Financial Advisor 230

Financial Advisor Clients Distribution Planning 230

Nerd's Eye View

JULY 16, 2024

What's unique about Christi, though, is how she evolved her career into providing this type of unique family office service after nearly a decade of working as a more 'traditional' financial advisor, when she realized that she had developed a unique skill set to get very deeply involved in the (many) administrative demands of running complex ultra-high-net-worth (..)

Clients 130

Clients Financial Advisor Financial Planning Consulting 130

Nerd's Eye View

OCTOBER 21, 2024

However, if a new CSA is not onboarded well, then advisors run the risk of taking on additional management responsibilities without a corresponding lift in task workload. Much of this frustration can be avoided with a clear onboarding plan.

Clients 130

Clients Planning Financial Advice Management 130

Nerd's Eye View

OCTOBER 14, 2024

Regardless of the reason, the responsibility of acquiring new clients frequently falls on firm owners, limiting scalability and complicating succession planning. For RIAs aiming for internal succession, the challenge intensifies, as the next generation often lacks the deep, trust-based relationships that founding advisors have cultivated.

Strategic Planning 231

Strategic Planning Sales Clients Planning 231

Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

Certified Financial Planner 244

Certified Financial Planner CFP Education Financial Advisor 244

Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 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!

Estate Planning 225

Estate Planning Financial Planning Planning Wealth Management 225

Nerd's Eye View

JULY 9, 2024

Alex is the owner of Blackbridge Financial, a hybrid advisory firm based in Irmo, South Carolina, that oversees approximately $330 million in assets under management for 415 client households. My guest on today's podcast is Alex Lewis.

Financial Advisor 199

Financial Advisor Clients CFP Planning 199

Nerd's Eye View

DECEMBER 4, 2023

Envestnet has announced a partnership with Empower to offer a turnkey 401(k) plan management solution for advisors with small business owner clients – but it isn't clear whether making 401(k) plan management 'easier' will actually convince more advisors to manage 401(k) plans, given how advisors have largely been averse to 401(k) plan management (..)

Financial Advisor 225

Financial Advisor Clients Planning Distribution 225

Nerd's Eye View

JANUARY 9, 2024

Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households. Welcome back to the 367th episode of the Financial Advisor Success Podcast !

Financial Advisor 224

Financial Advisor Financial Planner Clients Food 224

Nerd's Eye View

OCTOBER 7, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: VRGL has announced a new venture capital funding round to continue building out its capabilities to extract data from prospects' investment statements and automatically generate investment proposals – which while having proven (..)

Clients 230

Clients B2B Estate Planning Planning 230

Million Dollar Round Table (MDRT)

JANUARY 30, 2024

You need to execute the plan for it to work. Starting Let’s say you’ve never done a business plan before. So go online and do a search, find a boilerplate or templated business strategy, and start filling it in. That’s fine. You need to start somewhere. Even if you’re not sure what you’re doing at first, that’s OK.

Business Planning 85

Business Planning Financial Advisor Planning Management 85

Nerd's Eye View

SEPTEMBER 17, 2024

Eric is a partner at East Bay Investment Solutions, a firm that provides fractional Chief Investment Officer services based in Charleston, South Carolina, that supports over $6 billion in assets under advisement across 26 advisory firms they serve.

Financial Advisor 130

Financial Advisor Investing Investments Financial Services 130

Nerd's Eye View

JULY 31, 2024

First, the SEC will request information on the firm itself, including organizational charts, employee roles and responsibilities, financial statements, and/or any legal action against the firm that is pending or settled.

Compliance 230

Compliance Ethics Advertising Clients 230

Nerd's Eye View

AUGUST 5, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Envestnet has announced that it is being acquired and taken private in a $4.5

Estate Planning 130

Estate Planning Accounting Assets Clients 130

Nerd's Eye View

MAY 28, 2024

Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. Welcome to the 387th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jenny Martella.

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Nerd's Eye View

OCTOBER 31, 2023

Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households. My guest on today's podcast is Jon Henderson.

Financial Advisor 229

Financial Advisor Estate Planning Clients Education 229

Leading Advisor

AUGUST 14, 2023

How many of these Self-Interruptions are Killing Your Flow concerning improving business planning and effectiveness, practice management, and hiring, all of which will contribute to… The post Are You Killing Your Flow With These Self-Interruptions?

Business Planning 40

Business Planning Planning Management Financial Advisor 40

Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

Estate Planning 239

Estate Planning Clients Media Wealth Management 239

Nerd's Eye View

MAY 28, 2024

Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. Welcome to the 387th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jenny Martella.

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130