Nerd's Eye View

JULY 19, 2022

Welcome back to the 290th episode of the Financial Advisor Success Podcast ! Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households.

Financial Advisor 245

Financial Advisor Clients Financial Planning Insurance 245

Nerd's Eye View

OCTOBER 2, 2024

In this environment, financial advisors have the opportunity to add value for their clients not only by giving a clear explanation about the current status of Social Security and the potential legislative changes that could improve its solvency, but also by modeling what (realistic) changes would mean for their clients' financial plans.

Retirement 246

Retirement Clients Financial Planning Taxes 246

Nerd's Eye View

APRIL 29, 2024

Financial advisors add value for their clients not only by helping them grow their wealth, but also by working with them to create a plan for how to use it. While much of this process may focus on the client's own lifetime planning needs (e.g.,

Estate Planning 242

Estate Planning Clients Planning Financial Advisor 242

Nerd's Eye View

MAY 14, 2024

Welcome to the 385th episode of the Financial Advisor Success Podcast ! Danielle is the owner of Wealth By Design, a hybrid advisory firm based in Glenwood Springs, Colorado, that oversees about $35 million in assets under advisement for 35 client households. Welcome everyone! My guest on today's podcast is Danielle Howard.

Clients 240

Clients Financial Planning Financial Advisor Planning 240

Nerd's Eye View

JULY 26, 2023

Financial plans play an important role for both clients and advisors, as they not only help clients gain a clear perspective of their current financial position, but also provide advisors with a systematic way to organize their analyses and communicate their recommendations to the client.

Financial Planning 237

Financial Planning Planning Clients Communication 237

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., Even with the best intentions, this disconnect can ultimately damage an advisor's perceived value over time.

Financial Advisor 221

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 221

Nerd's Eye View

FEBRUARY 23, 2023

The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.

Financial Planning 207

Financial Planning Planning Financial Planner Financial Advisor 207

Nerd's Eye View

OCTOBER 23, 2023

Many financial advisors take pride in the comprehensive nature of the advice they provide to clients and use the variety of services offered as a point of differentiation between themselves and other types of advisors.

Financial Planning 246

Financial Planning Planning Clients Financial Planner 246

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!

Clients 208

Clients Financial Advisor Business Planning Taxes 208

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).

Consulting 130

Consulting Clients Financial Planning Compensation Planning 130

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

OCTOBER 5, 2023

For many financial advisors, financial planning advice traditionally focuses on optimization: tax-efficient, continually rebalanced portfolios are often designed to maximize a client's wealth throughout retirement. Then, by assessing the bottom-line impact of reaching their goal on their financial plan (e.g.,

Clients 240

Clients Financial Planning Communication Financial Advisor 240

Indigo Marketing Agency

AUGUST 22, 2024

5 Steps to Client Retention for Financial Advisors As a marketing agency for financial advisors, we post a lot about growing your business and attracting new clients. But all too often we see financial advisors ignore marketing when it comes to how to retain clients once they’ve signed.

Financial Advisor 52

Financial Advisor Clients Communication Education 52

Million Dollar Round Table (MDRT)

OCTOBER 8, 2024

Too many financial advisors have become simply wealth managers, not realizing that insurance is the foundation of a financial plan. It’s crucial we make sure that this foundation is strong enough to support clients financially, no matter what happens.

Financial Planning 88

Financial Planning Insurance Planning Wealth Management 88

Nerd's Eye View

APRIL 8, 2024

Nonetheless, actually working with this group poses several challenges, from the ability to find these clients to crafting a unique and appealing service offering that addresses their unique needs. For advisors getting started with prospecting HNW entrepreneurs (and whose clients might not know many business owners!)

Financial Advisor 130

Financial Advisor Clients Estate Planning Planning 130

Nerd's Eye View

JUNE 25, 2024

Welcome to the 391st episode of the Financial Advisor Success Podcast ! Chris is the founder of Sparrow Wealth Management, an RIA based in Orlando, Florida, that oversees approximately $110 million in assets under management for 68 client households. Welcome everyone! My guest on today's podcast is Christopher Jones.

Clients 199

Clients Financial Advisor Financial Planning Wealth Management 199

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 243

Tax Planning Compliance Taxes Financial Advisor 243

Nerd's Eye View

JANUARY 10, 2024

In initial discovery meetings, financial advisors face the challenge of eliciting specific goals from new clients – a crucial step for crafting a comprehensive financial plan.

Clients 239

Clients Financial Advisor Financial Planning Retirement 239

Nerd's Eye View

AUGUST 15, 2023

Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Fee Only 246

Fee Only Clients Financial Planning Financial Advisor 246

Nerd's Eye View

DECEMBER 3, 2024

Welcome to the 414th episode of the Financial Advisor Success Podcast ! Eric is the Managing Partner of Prospero Wealth, an RIA based in Seattle, Washington, that oversees $52 million in assets under management for 80 client households. Welcome everyone! My guest on today's podcast is Eric Franklin.

Planning 130

Planning Financial Planning Financial Advisor Clients 130

Million Dollar Round Table (MDRT)

OCTOBER 8, 2023

CLU Being a multigenerational financial advisor has multiple advantages for advisors and their clients. For the financial advisor, you become the go-to person for clients and their families. For clients, your financial plan wraps around them like a hug as you take care of them and their families.

Financial Advisor 90

Financial Advisor Financial Planning Clients Planning 90

Nerd's Eye View

JULY 29, 2024

Most financial advisors strive to provide excellent client care and prioritize a systematic process to maintain regular communication with their clients both on a scheduled (e.g., Suddenly, the question of, "What does it mean to provide the best care for clients at this firm as a team?"

Clients 235

Clients Communication Healthcare Planning 235

Nerd's Eye View

MARCH 7, 2024

For many financial advisors, the traditional way of doing business has generally been based on a transaction-based service model involving functional solutions to clients' practical problems.

Financial Planning 130

Financial Planning Planning Clients Marketing 130

Nerd's Eye View

SEPTEMBER 13, 2023

Instead, advisors can take a more direct approach in introducing the next steps to becoming a client during a discovery meeting to keep the momentum going and potentially increase the chances that the prospect will become a client.

Financial Planning 244

Financial Planning Sales Planning Financial Advisor 244

Nerd's Eye View

OCTOBER 17, 2023

Welcome back to the 355th episode of the Financial Advisor Success Podcast ! Brad is the Co-Founder & CEO of Intellicents, an independent RIA with 12 offices across the country and headquartered in Albert Lea, Minnesota, that oversees $6 billion in assets under management for more than 3,000 client households.

Financial Planning 130

Financial Planning Planning Wealth Management Retirement Planning 130

Nerd's Eye View

JULY 16, 2024

Welcome to the 394th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Christi Van Rite. Christi is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households, and is on track to generate nearly $1.5M

Clients 130

Clients Financial Advisor Consulting Financial Planning 130

Midstream Marketing

NOVEMBER 5, 2024

Key Highlights Niche marketing helps financial advisors be different in a busy market. Introduction In the busy world of financial advice, it’s important to stand out. If you are a financial advisor looking to grow your client base and make a real impact, you need to learn good marketing strategies.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

Nerd's Eye View

MAY 21, 2024

Welcome to the 386th episode of the Financial Advisor Success Podcast ! 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. Welcome everyone! My guest on today's podcast is Dann Ryan.

Clients 130

Clients Fee Only Financial Planning Financial Advisor 130

Nerd's Eye View

AUGUST 16, 2023

Financial advisors create value for clients not only by giving good advice, but also by ensuring that the advice they give is actually implemented. In this guest post, Derek Hagen, financial behavior expert and founder of financial therapy and life planning firm Money Health Solutions, explains why change (e.g.,

Clients 224

Clients Financial Planning Planning Financial Advisor 224

Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Key Highlights Find new ways to get better at being a financial advisor.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Nerd's Eye View

JUNE 24, 2024

The requirements to run a successful, growing advisory firm are often less about doing the technical work with clients and more about marketing value to get prospects in the door in the first place. comprehensive, planning-centric, fee-based advisors) versus 'bad guy' (e.g., Read More.

Financial Advice 189

Financial Advice Clients Financial Planning Planning 189

Nerd's Eye View

AUGUST 29, 2023

Welcome back to the 348th episode of the Financial Advisor Success Podcast ! Jeff is the Owner and Founder of Cypress Financial Planning, an independent RIA based in Haddon Heights, New Jersey, that oversees $275 million in assets under management for 380 client households.

Planning 216

Planning Clients Financial Planning Financial Advisor 216

Nerd's Eye View

SEPTEMBER 21, 2022

There are many financial advisors who take issue with the financial advice offered by popular personal finance personalities such as Dave Ramsey. Though many potentially valid criticisms of this process tend to concern technical details (e.g., Read More.

Financial Planning 246

Financial Planning Planning Financial Advice Clients 246

Indigo Marketing Agency

JULY 23, 2024

However, when it comes to the final design and layout, even the most enthusiastic financial advisors can encounter obstacles. Seals Financial Planning & Investments What does Seals do right? Big Promise and Commanding Headline Seals Financial starts with a powerful promise. and “Will I outlive my money?”

Financial Advisor 98

Financial Advisor Certified Financial Planner Retirement Clients 98

Nerd's Eye View

JANUARY 15, 2024

For financial advisors, an ongoing client service model often means finding ways to keep clients engaged and progressing toward their goals outside of the 1 or 2 typical client review meetings each year.

Clients 223

Clients Communication Financial Advisor Wealth Management 223

Indigo Marketing Agency

OCTOBER 2, 2024

How Often Should Financial Advisors Post to Social Media? But a common question many advisors ask is: How often should I be posting on social media? You want to stay top-of-mind so when people think about financial planning or investment advice, your name comes up first.

Financial Advisor 95

Financial Advisor Media Clients Planning 95

WiserAdvisor

FEBRUARY 21, 2023

Considering the fact that the country’s population is likely to have more older people in the near future, it becomes vital to ensure the financial interests of the community are safeguarded at all costs. Elder financial planning can help eliminate some common issues faced by older people. Annuity plans, pension plans , etc.,

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104