Nerd's Eye View

JANUARY 8, 2024

Professional service industries tend to evolve over time as the regulatory environment evolves and new technologies emerge. For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape.

Financial Advice 202

Financial Advice Medicine Financial Planning Estate Planning 202

Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. Read More.

Financial Planner 211

Financial Planner CFP Professional Services Financial Planning 211

Million Dollar Round Table (MDRT)

JUNE 4, 2024

Forte, FCII, CFP There should always be a holistic nature to financial planning. We should always look to have access to a great legal service, tax support, general insurance and mortgage insurance, with solutions for specific categories of client, such as those who are vulnerable.

Professional Services 78

Professional Services CFP Insurance Financial Advice 78

eMoney Advisor

APRIL 6, 2023

These professionals look to a well-designed financial planning tech stack to free up as much time as possible to spend with clients. If you’re thinking of starting your own financial planning practice as a solopreneur, you’ve come to the right place. Look for the level of flexibility you desire.

CFP 76

CFP Financial Planning Clients Planning 76

Steve Sanduski

AUGUST 21, 2024

Susie oversees Cresset’s Wealth Advisors, Client Service, Operations and Compliance. In a Nutshell: In Life-Centered Planning , advisors encourage their clients to think about what their money is for. Syncing growth targets with tech implementations — without disrupting the client experience.

Clients 59

Clients Banking Accounting Professional Services 59

FMG

OCTOBER 14, 2022

One of our favorite parts of working with our financial advisors and broker-dealers is the reveal of each new website. Our team takes great pride in working with our clients to create something beautiful that stays true to the advisor and the people they serve. RPI Financial Life Planners. Peabody Wealth Advisors.

Financial Advisor 98

Financial Advisor Wealth Management Wealth Advisor Clients 98

Inside Information

APRIL 26, 2024

I’m in the early stages of writing a book about my experiences over 40+ years in the financial planning profession (is anybody going to want to read it?). There is certainly nothing wrong with being good at the metrics of managing an RIA as a business, but what does that have to do with professionalism?

Fee Only 40

Fee Only Professional Services Clients Compliance 40