Nerd's Eye View

DECEMBER 6, 2023

Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. While commission-based models remain in use, fee-for-service models (including AUM, hourly, retainer, and subscription) have become increasingly popular.

Investing 243

Investing Investments Retirement Planning Financial Advising 243

Covisum

DECEMBER 7, 2022

Your job is to provide financial advice to clients. Your work is important and helpful but showing clients the value of your advice is a critical differentiator between you and the rest of the financial service providers.

Taxes 52

Taxes Clients Financial Advice Financial Services 52

Harness Wealth

SEPTEMBER 3, 2024

FOR IMMEDIATE RELEASE NEW YORK, NY — September 3, 2024: Harness , a New York-based fintech startup that seeks to make bespoke tax & financial advice accessible to more households, is excited to announce the appointment of Will Bressman to its Board of Directors.

Financial Advice 52

Financial Advice Financial Services Compliance Startup 52

The Irrelevant Investor

JULY 30, 2019

For example, the Journal uncovered that more than 60 Certified Financial Planners filed for bankruptcy within the past decade. This in and of itself shouldn't necessarily disqualify somebody from giving financial advice, but at the very least, the potential client ought to know about it.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Certification 52

Nerd's Eye View

AUGUST 27, 2024

Mark is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and is a longtime practice management consultant and thought leader in the financial advisory industry.

Financial Advisor 130

Financial Advisor Consulting Accounting Financial Advice 130

Million Dollar Round Table (MDRT)

APRIL 25, 2024

By Bryce Sanders It is easy to think the financial services industry is engaged in a race to the bottom when there are ads telling people they can trade stocks “for free.” Many people — especially those who are quality clients — are willing to pay more for a trusted financial advisor they can build an enduring relationship with.

Risk Tolerance 86

Risk Tolerance Financial Advisor Asset Allocation Advertising 86

NAIFA Advisor Today

SEPTEMBER 28, 2022

Brian Haney is the Founder and CEO of The Haney Company, an insurance agency with a mission committed to providing high-quality financial services to its clients. Brian and his father, Allen, combined their independent practices into a full-service multi-line business that offers personalized financial advice and guidance.

Financial Advice 98

Financial Advice Financial Services Financial Advisor Insurance 98

Midstream Marketing

OCTOBER 29, 2024

Key Highlights Millennials can benefit a lot from getting financial advice. You should change your marketing approach to meet the specific financial needs and interests of millennials. Listen to their concerns and adjust your financial advice to align with their goals. Show your knowledge about financial services.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

Million Dollar Round Table (MDRT)

JUNE 4, 2024

You can either fall into the category of transactional advisors, where you are simply looking to sell a product, or you can take the wholly encompassing, 360-degree approach to giving good financial advice, supported by a range of other professional services. Let’s not forget they need us just as much as we need them.

Professional Services 77

Professional Services CFP Insurance Financial Advice 77

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Focus on short-term goals.

Financial Planning 95

Financial Planning Clients Planning Education 95

Midstream Marketing

NOVEMBER 5, 2024

To succeed in niche marketing, you must deeply understand your niche and be dedicated to offering customized services. Introduction In the busy world of financial advice, it’s important to stand out. Niche marketing is a powerful way to showcase your services. This way, you can understand your ideal clients better.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

Sara Grillo

NOVEMBER 13, 2023

Today I’ve got Joanne Giardini-Russell to talk about why transitioning to Medicare is a big deal and how to help your clients avoid the common Medicare mistakes. It makes them look good and helps the clients. The impact of their healthcare choices on their financial plan – healthcare is a large line item. A good referral.

Clients 59

Clients Financial Advisor Healthcare Insurance 59

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. Content marketing is a great strategic approach to find potential clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Sara Grillo

APRIL 19, 2024

But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. I’m not a lawyer – so please don’t interpret anything I say here as legal advice. Do your own diligence when you are seeking financial advice. Don’t be fooled!

Financial Advisor 97

Financial Advisor Financial Advice Accounting Compliance 97

Don Connelly & Associates

MARCH 6, 2023

The financial services world has undergone significant change in the last few years, mainly for the benefit of those seeking financial advice. However, for financial advisors, the more things change, the more they seem to stay the same—at least as it relates to fees.

Financial Advice 52

Financial Advice Financial Services Financial Advisor Clients 52

eMoney Advisor

MARCH 22, 2023

1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. Yet they represent only 14 percent of today’s advisory clients. 4 The key however is to select the right next-gen clients that may add to the overall growth and longevity of your firm.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

Midstream Marketing

OCTOBER 29, 2024

It helps you attract new clients and expand your business. This guide offers helpful tips to create a good advertising plan in the financial services area. You will learn how to find your ideal client and create content that engages them. A good online presence helps them find new clients and grow their business.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Carson Wealth

NOVEMBER 14, 2023

Carson Wealth is proud to announce the addition of two new locations in Milton, Georgia, and Billings, Montana, further expanding its commitment to delivering personalized financial solutions to clients across the U.S. Lewis, CFP ® stated, “As technology changes, we want to ensure we stay at the forefront for our clients.

Financial Services 52

Financial Services Clients Wealth Advisor CFP 52

Indigo Marketing Agency

JUNE 28, 2024

With more than four decades of experience, Bill and Anastasia Taber are known in the financial services industry for being relatable and trusted advisors. Anastasia Taber is a CERTIFIED FINANCIAL PLANNER professional and leads the company’s financial planning services division.

Certified Financial Planner 52

Certified Financial Planner Wealth Management Financial Advisor Financial Planner 52

Carson Wealth

JULY 12, 2022

Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . Registration Standards for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

FMG

OCTOBER 6, 2022

Since building strong relationships is a core element of providing financial advice, a financial advisor CRM ( c lient r elationship m anagement) system may be the most essential technology tool available for financial advisory firms. The average advisor serves 156 clients. What is CRM? CRMs also help you: 1.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

International College of Financial Planning

OCTOBER 17, 2023

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. These professionals can deliver superior client services by embracing digital platforms and understanding their potential.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Indigo Marketing Agency

MARCH 21, 2024

As a financial advisor, you understand the importance of a robust online presence in today’s digital landscape. With potential clients turning to the internet to find financial advice and services, optimizing your website for search engines is crucial. What Are the Key Elements of an Effective SEO Strategy?

Financial Advisor 89

Financial Advisor Engineering Consulting Financial Advice 89

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Midstream Marketing

AUGUST 14, 2024

Key Highlights Search for ways to get new clients and grow your financial advisor business. Introduction For a financial advisor, getting new clients is very important for business growth. This means using effective marketing strategies to attract potential clients and build strong relationships with them.

Financial Advisor 52

Financial Advisor Clients Media Consulting 52

Midstream Marketing

NOVEMBER 5, 2024

Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. Explore different social media platforms that financial advisors can use, like LinkedIn, Twitter, Instagram, and Facebook. Many potential clients look online for information.

Media 52

Media Financial Advisor Marketing Marketing 52

Sara Grillo

JANUARY 8, 2024

As many corporate employees tend to have smaller account sizes, this entire group would be shunned by the typical financial advisor who usually has high account minimums of $1MM or above. By the way, if you happen to be a small investor looking for financial advice, I have a list of advisors who are open to serving such clients.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. billion in client assets.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors. Try incorporating multimedia content across your platforms.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Sara Grillo

AUGUST 14, 2023

I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. Commissions are opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Harness Wealth

AUGUST 13, 2024

As Harness celebrates this achievement, the company remains focused on building better tax and financial services solutions for advisors & consumers, with the continued development of the Harness for Advisors platform as well as its consumer marketplace. For complete results of the Inc. For complete results of the Inc. and the Inc.

Startup 52

Startup Taxes Media Recruitment 52

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

International College of Financial Planning

MAY 6, 2022

With the help of a certified financial planner, you can work from anywhere in the world. This can be a great way to save money and time while still getting the financial advice you need. Finally, CFP lets you utilize affordable online services. It reveals everything about finance to you.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

WiserAdvisor

AUGUST 18, 2023

Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products. Instead, they charge fees directly to their clients for the services they provide.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

eMoney Advisor

FEBRUARY 8, 2023

Today’s financial professional has a lot on their plate. In addition to working with clients, there’s so much that goes on behind the scenes. Not only the administrative work that comes from managing client accounts but also the aspects of keeping the business running and marketing to bring in new clients.

Marketing 81

Marketing Marketing Clients Certification 81