Nerd's Eye View

SEPTEMBER 2, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that, in its newly released draft strategic plan for 2022-2026, the SEC has indicated that the enforcement of Regulation Best Interest’s requirement that brokers act in their clients’ best interests when (..)

Financial Planner 246

Financial Planner Strategic Planning Retirement Planning Retirement 246

Nerd's Eye View

OCTOBER 14, 2024

Once firms get their employee advisors to embrace the idea of contributing to business development, it's essential to support their success by investing in the right resources. Sales and marketing may not come naturally to them – they've likely never done this before and need clear guidance.

Strategic Planning 246

Strategic Planning Sales Clients Planning 246

Nerd's Eye View

NOVEMBER 17, 2022

And by identifying how to break up their process into smaller, more manageable steps and keeping the potential failure of each particular step in perspective, advisors can more easily see their plan through.

Strategic Planning 245

Strategic Planning Planning Communication Financial Advisor 245

Nerd's Eye View

MARCH 28, 2023

We also talk about how, while working in a marketing role at an advisory practice, Erica began to track data on their individual advisors’ marketing efforts because she realized that she didn’t have the data to support her suggestions for the firm’s strategic planning and decided to start measuring how the firm was performing at each (..)

Marketing 246

Marketing Marketing Financial Advisor Strategic Planning 246

Brown Advisory

JULY 30, 2015

Strategic Advisory Letter | Mid-Year Planning Tools for 2015. It takes time to integrate decisions regarding your investments, tax situation, estate matters, business planning and charitable objectives into a thoughtful and coordinated plan. Thu, 07/30/2015 - 16:44.

Planning 52

Planning Strategic Planning Tax Planning Risk Tolerance 52

Steve Sanduski

AUGUST 22, 2023

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. Some of these firms are growing organically, many more are only growing at the rate of market returns.

Strategic Planning 52

Strategic Planning Valuation Communication Investment Advisor 52

SEI

SEPTEMBER 6, 2022

A well-executed plan for when a cyberattack occurs can significantly impact financials and reputation. . Integrating your cybersecurity strategy priorities into overarching business plans impacts future budget and financial plans—for the short and long term. Build momentum now. .

Budgeting 52

Budgeting Financial Services Healthcare Nonprofit 52