Clients Related Topics 
Nerd's Eye View
DECEMBER 12, 2024
There's an old joke in the financial planning industry that the ideal client is "anyone with a pulse". However, as their firms mature, advisors often notice a divide manifesting between newer clients paying higher fees and 'legacy clients' from the early days paying discounted rates. take a physical and emotional toll.
Nerd's Eye View
AUGUST 12, 2024
In the modern era of financial advice, the advicer/client relationship is tightly centered on trust. Then, because the client isn't "bought in" to the recommendations, they simply don't act on what the advisor recommends.
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Abnormal Returns
FEBRUARY 19, 2024
wealthmanagement.com) Do your clients have a digital estate plan? (ofdollarsanddata.com) Social security Spousal claiming strategies for Social Security are nuanced. thinkadvisor.com) How to research a Social Security question. obliviousinvestor.com) Estate planning Changing an estate plan takes time.
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. refer others to) the advisor.
Speaker: Lynnette Khalfani-Cox, The Money Coach®
Lynnette Khalfani-Cox, The Money Coach®, will answer these questions and more – giving you insights into the consumer mindset along with proven strategies for nurturing trust and client- building in underserved markets. February 21, 2023 at 9:30 am PST, 12:30 pm EST, 5:30 pm GMT
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. refer others to) the advisor.
Nerd's Eye View
NOVEMBER 28, 2024
This fee confidence gap has large ramifications in the long term, as firms with higher revenues can reinvest in growth – with hiring, marketing, and process improvements – that enhance their value proposition and attracts more prospective clients. Have clients described the advice as "life-changing"? Read More.
Speaker: Rita Keller - President of Keller Advisors, LLC
You're known as the “go-to” person when a client is faced with tax and financial decisions. You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You have a very successful firm -- but that’s not enough.
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before.
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