Nerd's Eye View

JANUARY 12, 2023

As comprehensive financial planning has become more widely adopted, many financial advisors have felt pressure to find new ways to differentiate themselves by demonstrating their unique value to clients.

Clients 185

Clients Communication Fee Only Financial Advisor 185

Nerd's Eye View

DECEMBER 12, 2023

Welcome back to the 363rd episode of the Financial Advisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households.

Financial Advisor 243

Financial Advisor Fee Only Financial Guidance Insurance 243

Nerd's Eye View

MAY 21, 2024

Dann is a Managing Partner of Sincerus Advisory, an RIA based in New York City, that oversees approximately $165 million in assets under management for nearly 150 client households. and the reason that Dann's firm has continued to stick with an AUM fee model despite an increasingly financial-planning-centric service offering.

Clients 130

Clients Fee Only Financial Planning Financial Advisor 130

Nerd's Eye View

FEBRUARY 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey sponsored by CFP Board demonstrates the upsides of a career in financial planning, from a median salary of nearly $200,000 to flexible work schedules and a strong sense of purpose among advisors.

Financial Planner 220

Financial Planner Fee Only CFP Commission 220

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives.

Clients 153

Clients Financial Advice Financial Planning Planning 153

Nerd's Eye View

SEPTEMBER 3, 2024

Welcome to the 401st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Zack Hubbard. Read More.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Fee Only 214

Fee Only Portfolio Clients Planning 214

Nerd's Eye View

OCTOBER 24, 2023

Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. My guest on today's podcast is Sarah-Catherine Gutierrez.

Financial Advisor 196

Financial Advisor Financial Planning Planning Clients 196

Nerd's Eye View

JANUARY 20, 2023

While it remains to be seen whether the measures will actually be enacted, proposed measures include raising income and capital gains tax rates, instituting wealth taxes, and reducing the state estate tax exemption, potentially creating future planning opportunities for advisors with clients in those states. Read More.

Financial Planner 197

Financial Planner Financial Advice Fee Only Financial Planning 197

XY Planning Network

AUGUST 17, 2023

A well-known piece of firm owner advice is to “put your clients first” when growing the business. As fee-only planners, you dedicate your lives to your client’s financial well-being. Your clients are—and should be—the heart of your practice. And they’re right.

Fee Only 75

Fee Only Clients Financial Advisor Financial Planning 75

Yardley Wealth Management

MAY 30, 2023

The post What’s a Fiduciary & Fee-Only Advisor? What’s a Fiduciary & Fee-Only Advisor? A Guide for Financial Planning When it comes to managing your finances, it’s crucial to work with a professional who puts your interests first. What is a Fee-Only Advisor?

Fee Only 52

Fee Only Risk Tolerance Ethics Retirement Planning 52

Nerd's Eye View

FEBRUARY 13, 2024

Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend.

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

XY Planning Network

JULY 8, 2024

The rise of new tools, such as the Elements Financial Vitals System and AssetMap, aims to move from complex, comprehensive projections to more digestible summaries that facilitate great client conversations. So, which planning software should you use? Let's take a look!

Financial Planning 88

Financial Planning Planning Financial Advice Clients 88

eMoney Advisor

MARCH 16, 2023

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. I knew these clients were being overlooked. Along the way, I’ve gathered six key insights about financial planning for Millennials.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

XY Planning Network

NOVEMBER 6, 2023

Seven years ago XYPN started conducting an annual benchmarking survey of its members to provide data-backed firm journey analysis for fee-for-service financial planning firms. The survey focuses on revenue and expenses, client services, sources of clients/business, and pricing.

Fee Only 95

Fee Only Financial Planning Planning Clients 95

Nerd's Eye View

JUNE 4, 2024

Welcome to the 388th episode of the Financial Advisor Success Podcast ! Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. My guest on today's podcast is Freeman Linde. Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JUNE 4, 2024

Welcome to the 388th episode of the Financial Advisor Success Podcast ! Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. My guest on today's podcast is Freeman Linde. Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

XY Planning Network

OCTOBER 7, 2024

Identifying and prioritizing client goals is essential to creating effective holistic financial plans. However, many advisors face the challenge of helping clients articulate their true objectives. The findings reveal a significant gap between the goals clients initially present and those most important to them.

Clients 94

Clients Financial Planning Planning Fee Only 94

XY Planning Network

JULY 25, 2022

With regulatory changes driving advisors to rein in their fees along with clients yearning for more holistic fiduciary advice, it’s becoming increasingly imperative that entrepreneurial-minded advisors are focused on building firms that ensure their interests align with their clients’. But what really makes a firm “advice only?”

Fee Only 70

Fee Only Financial Advice Clients Financial Planning 70

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. It’s important to note that commission-based financial advisors are not required to disclose the amount of commission they receive on the products they sell.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

XY Planning Network

AUGUST 17, 2023

A well-known piece of firm owner advice is to “put your clients first” when growing the business. As fee-only planners, you dedicate your lives to your client’s financial well-being. Your clients are—and should be—the heart of your practice. And they’re right.

Fee Only 52

Fee Only Clients Financial Advisor Financial Planning 52

Nerd's Eye View

SEPTEMBER 10, 2024

John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households.

Financial Advisor 130

Financial Advisor Clients Fee Only Government 130

Nerd's Eye View

MAY 28, 2024

billion in assets under management for approximately 4,700 client households. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

MainStreet Financial Planning

FEBRUARY 1, 2024

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

Financial Advice 80

Financial Advice Planning Fee Only Financial Planning 80

Nerd's Eye View

MAY 28, 2024

billion in assets under management for approximately 4,700 client households. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Sara Grillo

OCTOBER 21, 2022

An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Nerd's Eye View

FEBRUARY 6, 2024

David is the Co-Founder and CEO of Element Pointe Family Office, a Fee-Only RIA based in Miami, Florida that oversees almost $1.6 billion in assets under advisement for 50 client households.

Financial Advisor 130

Financial Advisor Clients Fee Only Planning 130

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am an irreverent and fun marketing consultant for financial advisors.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Your Richest Life

JULY 15, 2022

But within these challenges are some opportunities, and I have been navigating these situations with my clients along the way. In late 2021, I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the seventh year in a row. Listed as a D Magazine Best Financial Planner for the seventh year in a row.

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

Your Richest Life

MARCH 8, 2024

But it’s also a time to pay attention to the financial challenges women are still facing, and how to overcome them. Taking Time Off: Financial Planning for Women Women are still the primary caretakers, both for children and other family members. I’ve even seen this with my own clients. You have to ask for what you want.

Financial Planning 59

Financial Planning Planning Medical Retirement Planning 59

Inside Information

JULY 25, 2024

Or that AssetMark is acquiring $12 billion in client assets from Morningstar? You might be interested to know that Arkadios Capital recruited a former LPL team that manages $850 million in client assets. My subscription service is paid for by the user, just like fee-only advisors are paid by their clients.

Fee Only 40

Fee Only Commission Recruitment Advertising 40

XY Planning Network

AUGUST 9, 2023

Real financial planning will always be a collaboration between the advisor and their client, and getting clients to engage and change their behavior can often be an advisor’s biggest challenge. So this year, we’re continuing to narrow in on technology designed to get clients engaged in the financial planning process.

Financial Planning 93

Financial Planning Financial Advisor Clients Planning 93

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. Client advocacy.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

XY Planning Network

JULY 23, 2024

Becoming an independent fee-only financial advisor can seem overwhelming, lonely, and stressful. We're excited to lead off with a powerful story about how community became a critical success factor for XYPN Member Leland Gross CFP®, the founder of PeaceLink Financial Planning.

Fee Only 81

Fee Only Compliance CFP Financial Services 81

XY Planning Network

SEPTEMBER 30, 2024

As a business owner in the financial planning industry, we know you wear many hats to ensure the success of your business and the satisfaction of your clients. Some of these issues could cause you to fall out of compliance, a dreaded word in the Financial Planning industry. One of those hats might be bookkeeping.

Compliance 96

Compliance Financial Planning Planning Numbers 96

Yardley Wealth Management

JULY 10, 2020

The post Is Financial Planning a Pandemic Necessity? Is Financial Planning a Pandemic Necessity? Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. By Michael Garry Yardley Wealth Management .

Financial Planning 40

Financial Planning Planning Wealth Management Estate Planning 40