Nerd's Eye View

DECEMBER 5, 2023

So, whether you're interested in learning about how to build associate advisor compensation plans and career tracks, how to leverage a multi-faceted marketing approach to generate client leads, or what it looks like to roll up into a larger RIA, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Jeff Brown.

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Compensation Planning Planning Financial Advisor Clients 245

Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Clients 217

Clients Planning Financial Advisor Financial Planning 217

Nerd's Eye View

FEBRUARY 3, 2025

This month's edition kicks off with the news that FP Alpha has released its tax return extraction and analysis module as a standalone product, while RightCapital has separately launched its own tax return extraction tool bundled within its platform – with both announcements coming on the heels of Holistiplan implementing a significant price increase, (..)

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Wealth Management 246

Nerd's Eye View

APRIL 15, 2024

Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!).

Marketing 240

Marketing Marketing Engineering Media 240

Nerd's Eye View

JUNE 26, 2023

And while it's common for media to focus on the success stories, it can be just as helpful to hear about advisors' experiences when their acquisitions don't go just as planned, so future advisors can learn from the benefit of hindsight! Read More.

Compliance 246

Compliance Sales Planning Media 246

Nerd's Eye View

MARCH 18, 2024

In order to identify a match of soft assets, something as simple as following potential COIs on social media and noting the issues and interests that are shared at any given time can be a great starting point.

Assets 246

Assets Media Professional Services Financial Advisor 246

Nerd's Eye View

MARCH 27, 2023

in meetings with both prospects and centers of influence, such as accountants and lawyers, who might provide referrals), and promoting the marks in their social media posts and other marketing strategies (e.g., Some strategies to do so can include simply talking about their own experiences as CFP professionals more intentionally (e.g.,

CFP 246

CFP Clients Certification Financial Advice 246

Nerd's Eye View

APRIL 26, 2023

Second, firms are generally required to adopt and implement a set of written policies and procedures governing the firm's actions in areas including proxy voting, cybersecurity, personal trading of the firm's employees, material nonpublic information, and the firm's business continuity plan.

Compliance 246

Compliance Clients Advertising Accounting 246

Nerd's Eye View

DECEMBER 19, 2023

In this episode, we talk in-depth about how, after Ted went through the challenge of getting multiple offers to sell his firm and struggled to figure out how to compare them, he found that many other advisors were asking him for advice based on his experience and ultimately decided to build a consulting firm to help fellow advisory firms field and (..)

Financial Advisor 244

Financial Advisor Consulting Marketing Marketing 244

Nerd's Eye View

JANUARY 23, 2023

One way to provide such a message is to create educational content, in the form of a blog, podcast, or social media posts (or a combination of the three), on topics that are relevant to the financial lives of the types of clients the advisor is trying to reach. reposted or reshared on social media).

Marketing 246

Marketing Marketing Financial Planner Education 246

Nerd's Eye View

JULY 4, 2023

Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. Welcome back to the 340th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Melissa Joy.

Financial Advisor 246

Financial Advisor CFP Clients Assets 246

Nerd's Eye View

APRIL 26, 2023

Second, firms are generally required to adopt and implement a set of written policies and procedures governing the firm’s actions in areas including proxy voting, cybersecurity, personal trading of the firm’s employees, material nonpublic information, and the firm’s business continuity plan.

Compliance 246

Compliance Clients Accounting Advertising 246

Nerd's Eye View

MAY 27, 2024

To alleviate this time capacity shortage, advisors have 3 options to reduce time-based expenses and increase money-based expenses, allowing them to regain their (more valuable) time that they can invest into the continued growth of their business.

Marketing 245

Marketing Marketing Clients Media 245

Nerd's Eye View

FEBRUARY 26, 2024

The good and bad news of this shift has been the emergence of a near-dizzying array of growth tactics, including blogging, webinars, social media, podcasts, paid search, lead-generation services, and (of course) good old-fashioned cold-calling and networking (to name just a few!). Read More.

Marketing 245

Marketing Marketing Sales Clients 245

Nerd's Eye View

SEPTEMBER 21, 2023

creating social media content or using SEO tactics), because satisfied clients can be a powerful source of referrals, especially when their advisor has expertise in solving a very specific set of financial problems.

Advertising 246

Advertising Clients Communication Financial Advisor 246

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

Clients 246

Clients Media Accounting Management 246

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

Clients 246

Clients Media Accounting Management 246

Nerd's Eye View

NOVEMBER 7, 2022

Hearsay Systems rolls out a new small-to-mid-sized RIA platform for social media compliance and website design. Riskalyze signals an intent to rebrand itself away from ‘just’ risk tolerance assessments to a broader focus on helping advisors grow clients and assets.

Risk Tolerance 241

Risk Tolerance Startup Compliance Clients 241

Nerd's Eye View

OCTOBER 9, 2023

According to the most recent Kitces Research on Advisor Marketing, one of the most efficient marketing strategies is Search Engine Optimization (SEO), which involves taking a series of actions meant to get an advisor's website listed at the top of the rankings of a search engine like Google for specific search terms.

Engineering 245

Engineering Financial Advisor Management Clients 245

Abnormal Returns

MAY 27, 2023

Ford Ford ($F) has backtracked on its plan to remove AM radios from new cars. wsj.com) Transport RIP, Virgin Orbit and its horrible business plan. nytimes.com) Farming Why not plan a housing development around a farm? wsj.com) MLB's new rules are working as planned. bbc.com) Runway near misses are on the rise.

Food 130

Food Financial Advising Transportation Medical 130

Nerd's Eye View

JUNE 7, 2023

Which makes it all the more important for IARs to ensure Form U4 is up to date and that the way they are presenting themselves to current and potential clients in public – including content on their website, advertisements, and social media post – aligns with their (also publicly available) regulatory disclosures! Read More.

Compliance 246

Compliance Advertising Media Investments 246

Clever Girl Finance

AUGUST 2, 2023

As exciting as starting a side hustle may seem, you must have a solid plan to fully reap the benefits. Then, create your side hustle time management plan. For example, if you love freelance marketing , you might have a career as a social media marketer. You can’t have success in life without a plan!

Business Planning 111

Business Planning Planning Food Budgeting 111

Nerd's Eye View

NOVEMBER 27, 2023

their websites, newsletters, and social media) to demonstrate their expertise, these channels often don't give advisors enough time or space to convey what makes them ultimately worth hiring.

Distribution 246

Distribution Financial Advice Clients Financial Advisor 246

Nerd's Eye View

OCTOBER 4, 2022

In this episode, we talk in-depth about how Ramit helps people design their rich life through the use of spending dials, where, like a radio dial, he encourages people to turn up and spend extravagantly on the things they love (and cut mercilessly on the rest) so that they can enjoy their money throughout their life and not just after retirement, how (..)

Clients 246

Clients Financial Advisor Education Retirement 246

Nerd's Eye View

MARCH 12, 2024

What's unique about Eric, though, is that Abundo has grown its base of 420 clients, and is on pace for well over $1M of revenue in 2024, despite having launched barely 4 years ago… with an "advice-only" business model of providing comprehensive financial planning for $189/month and helping clients implement themselves, that has generated so much (..)

Clients 130

Clients Financial Advisor Financial Planning Media 130

Nerd's Eye View

JANUARY 10, 2023

We also talk about how, in the early stages of Lisa’s career, she doubted her future in the financial services industry and decided to obtain an MBA as a fallback, but coincidentally during her first semester, the program began offering a Master's in financial planning that provided the same coursework required to take the CFP exam which ultimately (..)

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Clever Girl Finance

JULY 13, 2022

Social media management. This is also a good business idea for women who know how to navigate social media. If you like keeping up with online trends and can grow a following, you can be a social media manager. Event planning. This is why it can be added as one of the best small business ideas for women at home.

Food 122

Food Advertising Media Planning 122

MazumaBusinessAccounting

AUGUST 26, 2021

Paid social media posts. According to the hobby loss rule, her blog is now considered a hobby, not a business. The IRS will have to determine if Janet’s blog can still be considered a business, but her careful records will benefit her in making a case. Blogging conference tickets and travel expenses. 3 online courses.

Accounting 98

Accounting Taxes Business Planning Media 98

Clever Girl Finance

DECEMBER 5, 2022

But seriously, a virtual assistant provides a wide range of services to business owners, from administrative tasks to social media marketing. Social media management. Handle your client's social media calendar, posts, and other details. Are you a social media buff? Social media and content marketing.

Media 98

Media Clients Management Taxes 98

Clever Girl Finance

JULY 6, 2023

Learn how to start a photography business and earn some extra money! Social media management Social media management is a good business idea for women who know how to navigate the world of the internet. In fact, many small business owners use the internet to advertise their services and connect with their customers.

Clients 105

Clients Media License Advertising 105

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. This level of customization helps you stand out and convert more leads.

Financial Services 52

Financial Services Marketing Marketing Media 52

Nerd's Eye View

JANUARY 23, 2024

In this episode, we talk in-depth about Michelle's journey from vowing to avoid the Financial Advisor industry after a negative internship experience as a woman in a male-dominated wirehouse in the 1990s to eventually coming into the industry with a positive experience at Charles Schwab and ultimately forming her own successful RIA, how a wariness (..)

Financial Advisor 130

Financial Advisor Clients Management Media 130

Clever Girl Finance

MARCH 24, 2022

As exciting as starting a side hustle may seem, you must have a solid plan to fully reap the benefits. How to figure out the best side hustle business ideas for you Finding the perfect side hustle that helps you make a little extra cash is only half the battle. Plus, we have some fantastic side hustle business ideas for you too!

Business Planning 52

Business Planning Planning Taxes Media 52

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

FMG

FEBRUARY 2, 2023

Since you’re based in New Jersey, how did the pandemic affect your business plan and the way you communicate with clients? Being based in New Jersey, the main effect the pandemic had on my business plan was essentially eliminating in-person activity in New York City. No phone call went unanswered.

Financial Advisor 52

Financial Advisor Communication Clients Financial Planning 52