Clients Related Topics 
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.
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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.
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: Ashley Harlan, MBA
What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? Join Ashley Harlan, CFO and financial strategist, to learn: 📈 Proven methods to prepare clients for long-term financial leadership transitions. Ready to lead with impact? Register today!
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.
Nerd's Eye View
MAY 8, 2024
Measuring a client's tolerance for risk is an essential (and required!) step when onboarding a new client, as making any sort of recommendation is impossible without first understanding how comfortable clients may be when their portfolios inevitably experience volatility. And while few (if any!)
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
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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