Nerd's Eye View
NOVEMBER 27, 2024
Yet, despite the important role that charitable giving can play, studies show that many advisors hesitate to bring up the topic with clients. Advisors may worry about overstepping boundaries or feel uncertain about a client's interest in philanthropy. These statements often stem from clients' life stories and core values.,
Wealth Management
MARCH 28, 2025
Smaller, more intentional gatherings financial advisors hold with clients create opportunities for conversations, introductions and growth.
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Nerd's Eye View
FEBRUARY 19, 2025
When a client first begins working with an advisor, the relationship is often marked with a flurry of onboarding tasks, immediate issues to resolve, and long-term planning goals to establish. And as clients come into monitoring meetings, they may increasingly describe their situation as "fine", with no pressing issues to address.
Nerd's Eye View
APRIL 2, 2025
For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. Yet while these tools offer mathematical metrics, they often fall short in helping clients connect the numbers to their real lives.
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.
Wealth Management
AUGUST 6, 2024
Financial advisors view the market correction as a normal course of events and a good buying opportunity. This is an opportunity to show clients why they pay us a fee, to navigate difficult times with a rock steady approach.” Market volatility is my best friend,” one advisor said.
Nerd's Eye View
FEBRUARY 18, 2025
Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.
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