Wealth Management

MARCH 13, 2024

Will you be there to help clients with wills, trusts and estate planning needs?

Estate Planning 299

Estate Planning Planning Clients 299

Nerd's Eye View

APRIL 21, 2025

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.

Retirement 130

Retirement Clients Planning Estate Planning 130

Nerd's Eye View

APRIL 21, 2025

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.

Retirement 130

Retirement Clients Planning Estate Planning 130

Wealth Management

JANUARY 15, 2025

The right estate planning approach can result in a significant, tax-efficient transfer of your clients wealth.

Estate Planning 260

Estate Planning Planning Taxes Clients 260

Wealth Management

MARCH 12, 2025

Be proactive about protecting clients and positioning them for whatever happens next.

Estate Planning 278

Estate Planning Clients Planning 278

Wealth Management

MARCH 10, 2023

Helping improve your clients' estate plans can ensure their financial wellness for generations to come.

Estate Planning 264

Estate Planning Planning Taxes Clients 264

Wealth Management

JUNE 5, 2023

The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan.

Estate Planning 264

Estate Planning Planning Clients 264

Nerd's Eye View

APRIL 5, 2023

In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients. However, the passage of TCJA resulted in the estate gift tax exemption nearly doubling (from $5.6M Read More.

Estate Planning 246

Estate Planning Planning Taxes Clients 246

Wealth Management

NOVEMBER 10, 2023

What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?

Debt Management 321

Debt Management Estate Planning Management Planning 321

Wealth Management

JUNE 24, 2024

Estate planning is very important to clients but can be complicated and time consuming for people.

Estate Planning 244

Estate Planning Numbers Planning Retirement 244

Wealth Management

AUGUST 6, 2024

Crucial estate planning tools and possible court interventions.

Planning 279

Planning Estate Planning Clients 279

Wealth Management

APRIL 8, 2024

It may produce better outcomes.

Estate Planning 298

Estate Planning Clients Planning 298

Wealth Management

JANUARY 3, 2023

Here’s a sample letter encouraging clients to formulate commitments for 2023.

Estate Planning 299

Estate Planning Planning Clients 299

Wealth Management

FEBRUARY 5, 2024

For advisors and estate planners working impulsive clients, it is important to distinguish between risky behavior and sub-optimal decision-making.

Estate Planning 299

Estate Planning Planning Clients 299

Wealth Management

NOVEMBER 13, 2024

Advise clients of economic opportunities and potential shifts based on political developments.

Estate Planning 278

Estate Planning Planning Economics Clients 278

Wealth Management

JUNE 24, 2024

Six ways to help clients gain peace of mind regarding inflation.

Estate Planning 298

Estate Planning Retirement Taxes Planning 298

Wealth Management

SEPTEMBER 4, 2024

Warren Buffett's three children get control of what to do with the money

Estate Planning 278

Estate Planning Clients Planning 278

Nerd's Eye View

APRIL 22, 2025

Vanessa is the CEO of Expressive Wealth, an RIA based in Chicago, Illinois, that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core' ultra-high-net-worth families.

Clients 130

Clients Planning Estate Planning Communication 130

Nerd's Eye View

NOVEMBER 29, 2024

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?). Read More.

Financial Planner 246

Financial Planner Financial Advice Retirement Financial Advisor 246

Wealth Management

AUGUST 5, 2022

If clients have the stomach to stick it out, this is an opportunity to take short term lemons and make them into long-term gifting lemonade.

Estate Planning 290

Estate Planning Planning Marketing Marketing 290

Wealth Management

NOVEMBER 28, 2023

Stick to the basics.

Estate Planning 306

Estate Planning Clients Planning 306

Wealth Management

APRIL 15, 2025

A drop in the market is a great time to help clients with wealth transfers.

Estate Planning 254

Estate Planning Marketing Marketing Planning 254

Wealth Management

AUGUST 23, 2024

Wealthy clients may be reluctant to seek treatment.

Estate Planning 264

Estate Planning Planning Clients 264

Wealth Management

APRIL 26, 2024

As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.

Wealth Management 299

Wealth Management Estate Planning Planning Management 299

Abnormal Returns

MARCH 10, 2025

kitces.com) Estate planning Estate plans are a big lift for everyone, including advisers themselves. kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. riabiz.com) This money manager's ETF business was built on entertaining clients.

Estate Planning 157

Estate Planning Retirement Planning CFP Portfolio Management 157

Nerd's Eye View

MARCH 3, 2025

And while Black Diamond has cut a deal with Morningstar to be the 'default' option for Office advisors to move to, a host of other portfolio management platforms are offering their own incentives as well, leaving Morningstar Office advisors with an opportunity to evaluate a large and crowded landscape of options to find the platform that will work (..)

Estate Planning 173

Estate Planning Portfolio Management Communication Planning 173

Wealth Management

NOVEMBER 15, 2023

Don’t murder your clients—and other best practices.

Estate Planning 290

Estate Planning Planning Clients 290

Abnormal Returns

APRIL 21, 2025

(kitces.com) Peter Lazaroff talks with Christine Benz about the most overlooked parts of a retirement plan. riabiz.com) The battle over online estate planning is only heating up. riabiz.com) The battle over online estate planning is only heating up. How to talk to clients about tariffs.

Retirement Planning 157

Retirement Planning Estate Planning Retirement Planning 157

Nerd's Eye View

APRIL 18, 2025

Which could create opportunities for firms to seek opportunities to move 'upmarket' by trying to add new HNW clients who might not have an advice relationship (or whose current advisor doesn't provide sufficiently comprehensive service).

Financial Planner 195

Financial Planner Risk Tolerance Estate Planning Clients 195

Abnormal Returns

FEBRUARY 19, 2024

morningstar.com) The biz Creative Planning was able to retain some 60% of the United Capital assets. riabiz.com) XY Planning Network is launching a new in-house RIA, XYPN Sapphire. obliviousinvestor.com) Estate planning Changing an estate plan takes time.

Clients 274

Clients Estate Planning Wealth Management Financial Advice 274

Wealth Management

JUNE 27, 2023

Wealth.com's Ester is a proprietary model that can read and restate documents and hold both short and long-term memories of previous client actions.

Estate Planning 306

Estate Planning Planning Clients 306

Wealth Management

JANUARY 29, 2025

Clearly explaining the technical aspects of the planners proposals aids in the successful implementation of estate plans.

Communication 277

Communication Estate Planning Clients Planning 277

Wealth Management

JULY 12, 2023

Make sure that clients are using the right valuation.

Estate Planning 246

Estate Planning Planning Valuation Clients 246

Wealth Management

FEBRUARY 21, 2025

A legally trained financial advisor helps clients stay on track and avoid missed opportunities for estate planning.

Planning 241

Planning Estate Planning Financial Advisor Taxes 241

Nerd's Eye View

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

Abnormal Returns

NOVEMBER 11, 2024

(riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module. theirrelevantinvestor.com) How client expectations are changing. kitces.com) What it means to be a great adviser to retired clients. thinkadvisor.com) A year-end tax planning checklist.

Wealth Management 157

Wealth Management Estate Planning Tax Planning Financial Advisor 157

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

Clients 246

Clients B2B Estate Planning Planning 246