Nerd's Eye View

OCTOBER 28, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has proposed a rule that would require RIAs to conduct enhanced due diligence and recordkeeping when using certain outsourced investment management services and other third-party service providers.

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Financial Planner Clients Valuation Management 246

Nerd's Eye View

AUGUST 2, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),

Financial Planner 246

Financial Planner Financial Advice Investment Planning Planning 246

Nerd's Eye View

AUGUST 2, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),

Financial Planner 243

Financial Planner Financial Advice Investment Planning Planning 243

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Today, the industry has evolved further, with a growing emphasis on aligning financial decisions with clients' personal priorities and life goals.

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Clients Planning Financial Planner Financial Planning 130

Nerd's Eye View

NOVEMBER 3, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor this week released its long-awaited "retirement security rule", its latest effort to curb conflicts of interest around retirement savings recommendations.

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Financial Planner 246

Financial Planner Ethics Financial Advisor Clients 246

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. If you want to convert more clients, find a starving crowd!

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Nerd's Eye View

AUGUST 10, 2022

When financial planning clients think about their future, they might imagine a relaxing retirement, world travel, or other pleasant experiences. And using this perspective, advisors can add value for clients by helping them prioritize their goals and explore whether their current behaviors match their desired outcomes.

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Clients Planning Management Financial Planning 241

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

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Clients Financial Planning Financial Planner Communication 246

Nerd's Eye View

SEPTEMBER 8, 2022

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client.

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Financial Planner Financial Advice Financial Advisor Financial Planning 189

Nerd's Eye View

MARCH 21, 2023

Welcome back to the 325th episode of the Financial Advisor Success Podcast ! Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.

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Financial Advice Insurance Financial Advisor Financial Planning 246

Dear Mr. Market

DECEMBER 3, 2024

As someone deeply entrenched in financial planning and chronologically standing on the threshold of pre-retirement, the book was more than just a leisure read—it was a revelation. My reading list is usually dominated by stock market noise, economic reports, and client-related materials. Submit a form.

Financial Planner 59

Financial Planner Retirement Planning Financial Planning Retirement 59

eMoney Advisor

DECEMBER 14, 2022

What were financial planners interested in reading this year? Many were looking for tips on finding prospective clients or were curious about what key performance indicators they should be tracking in their practice. 6 Effective Financial Professional Prospecting Tactics. Making the Most of Your Client Review Meetings.

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Financial Planner Financial Planning Retirement Clients 78

Nerd's Eye View

DECEMBER 20, 2022

Welcome back to the 312th episode of the Financial Advisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. My guest on today's podcast is Emily Rassam.

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Financial Advisor Financial Planning Planning Financial Planner 246

eMoney Advisor

FEBRUARY 1, 2023

A sense of ambiguity about the future and financial stress is taking a toll on our clients’ mental, physical, and relational well-being. And because you care about your clients, you are probably feeling the strain as you work to help them cope. And how can financial planners help?

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Financial Planner Clients Financial Advisor Financial Planning 93

eMoney Advisor

JANUARY 10, 2023

When financial professionals know how to effectively present a financial plan, they can better engage clients in the planning process and earn clients for life. Presenting a financial plan, however, isn’t as simple as running through the numbers. Communicate Clearly and Effectively.

Financial Planning 76

Financial Planning Planning Financial Planner Communication 76

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations.

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Certified Financial Planner Financial Planner Certification Clients 52

Tobias Financial

JANUARY 25, 2023

He serves as our Financial Planning Associate and is currently working toward earning his CERTIFIED FINANCIAL PLANNER professional certification. A s a Financial Planning Associate, Alexander assists our Wealth Advisors in many different areas. He is the back end behind the client facing work and projects.

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Certified Financial Planner Financial Planner Financial Planning Certification 98

eMoney Advisor

DECEMBER 19, 2022

Financial planning is inherently a helping profession. I feel fortunate to have a career as a financial planner, dedicating every day to helping others make the best life decisions they can with their money. Focus on Your Ideal Clients. Knowing what I know now, I would tell my younger self to focus on client fit.

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Financial Planner Financial Planning Education CFP 52

Sara Grillo

MARCH 1, 2024

In this blog we discuss how to get started in financial planner marketing without spending a gazillion dollars! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. P.S. Here are some financial planner marketing blogs for you!

Financial Planner 52

Financial Planner Financial Advisor Marketing Marketing 52

Steve Sanduski

APRIL 8, 2025

Maintaining a consistent client experience while growing. Transitioning clients between advisors and managing referrals who come to the firm expecting to work with the boss. Keen Wealth’s checklist-driven financial planning process. The questioning is a client experience. What’s their life look like?

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Engineering Communication Financial Planning Clients 52

International College of Financial Planning

JANUARY 18, 2023

He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” If you are aspiring to become a successful financial planner?

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Certified Financial Planner Financial Planner Certification CFP 52

eMoney Advisor

APRIL 4, 2023

As a financial professional, you are likely aware of what the media is calling the Great Wealth Transfer—where $84 trillion is set to be passed to younger generations over the next two decades. 1 But have you been putting any effort into ensuring you will continue to work with the heirs of this wealth when your older clients hand it over?

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Education Financial Advisor Clients Planning 97

eMoney Advisor

JANUARY 24, 2023

A financial plan should be an accurate reflection of a client’s truest vision for their future. Creating a financial plan that maps closely to a client’s values and goals requires quite a bit of work—mostly in getting to the heart of what really matters to them. I had a client whose husband had passed away.

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Clients Financial Planning Retirement Financial Planner 82

Sara Grillo

MAY 23, 2022

What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.

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Financial Planner CFP Financial Planning Education 52

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan.

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Estate Planning Planning Financial Planner Clients 83

Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Explore several ways to get financial advisor leads. It will help you connect with potential clients looking for financial help. It means finding people who need help with their money and turning them into clients.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

MainStreet Financial Planning

APRIL 4, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 4-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here! She presently works for Mutual of Omaha Reverse Mortgage.

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Financial Planner Financial Planning CFP Education 98

eMoney Advisor

MARCH 1, 2023

1 In my fifteen years in the financial services industry, I have observed that women are often much more impacted by the financial decisions being made earlier on, whether that’s due to a divorce, outliving their spouse, or choices made in their career. It is incredibly important for women to have a voice at the financial table.

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Financial Planning Planning CFP Financial Planner 100

eMoney Advisor

MAY 25, 2023

Nearly 3 in 4 married or cohabitating Americans say financial decisions have caused tension in their relationship, and 1 in 5 American couples say money is their most prominent relationship challenge. For the answer to that, look to the field of financial psychology.

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Financial Planner Financial Planning Clients CFP 88

Cornerstone Financial Advisory

JANUARY 27, 2025

Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com All Bible verses in this article are English Standard Version (ESV).

Estate Planning 52

Estate Planning Planning Certified Financial Planner Food 52

Indigo Marketing Agency

FEBRUARY 8, 2025

Top 7 SEO Strategies Every Financial Advisor Needs to Know to Rank Higher on Google Its true, theres more than one way to skin a cat. The cat were referring to in the case of financial advisors is leads, booked appointments , and new clients to grow your practice. READ MORE FAQs Why is SEO important for financial advisors?

Financial Advisor 52

Financial Advisor Engineering Clients Financial Planning 52

Clever Girl Finance

AUGUST 15, 2022

Instead, you can leverage the same steps that financial advisors and Certified Financial Planners (CFPs) use to create financial plans for their clients. Before we discuss creating your own strategic financial planning process, you’ll need to know what a financial plan actually is.

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Financial Planning Planning Certified Financial Planner Financial Planner 105

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. Look into digital marketing steps like boosting your website and email marketing to get new clients.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Inside Information

DECEMBER 1, 2024

As presently configured, AI looks and sounds plausible, but when you put it to work, it is anything but intelligent. Jump does a great job of recording and summarizing client conversations, and its AI system has been trained to highlight tasks to be performed and store the meeting summary in the client’s record inside your CRM system.

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Engineering Financial Planner Compliance Clients 40

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.

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Advertising Financial Advisor Financial Services Clients 52