Fifteen Creative Client Events for Financial Advisors
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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#FASuccess Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For, With Anjali Jariwala
Nerd's Eye View
NOVEMBER 19, 2024
Welcome to the 412th episode of the Financial Advisor Success Podcast ! Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. Welcome everyone!
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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby
Nerd's Eye View
OCTOBER 29, 2024
Welcome to the 409th episode of the Financial Advisor Success Podcast ! Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).
Kitces & Carl Ep 156: How Are You Getting Value Out Of ChatGPT As A Financial Advisor?
Nerd's Eye View
JANUARY 23, 2025
However, as the public’s understanding of AI has developed, the common consensus has largely shifted to the understanding that while processes may change, the expertise and human connection offered by specialists like financial advisors will be hard to replace. ” – can guide ChatGPT toward more tailored results.
#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull
Nerd's Eye View
JANUARY 7, 2025
Welcome to the 419th episode of the Financial Advisor Success Podcast ! Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone!
Kitces & Carl Ep 150: When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level
Nerd's Eye View
OCTOBER 31, 2024
For many years, the traditional career track for financial advisors has been an 'eat what you kill' model – where advisors must independently find, convert, and manage their own clients. As such, it isn't uncommon for an advisor's first few years to be characterized by long hours, high rejection rates, and low pay.
AI Meeting Notes Tools For Financial Advisors: Solo Productivity Vs Associate Advisor Development?
Nerd's Eye View
MARCH 17, 2025
And with the advent of AI in particular, questions have emerged about whether technology will replace many human jobs, including financial advisors. For which industry-specific providers are building the entire advisor-CRM-integrated workflow. Yet now, two years later, AI has not driven a mass wave of unemployment.
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