#FA Success Ep 318: From So Many Clients To So Few: Transitioning From Retail Brokerage To The Multi-Family Office, With Ali Swart
Nerd's Eye View
JANUARY 31, 2023
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Clients Financial Services Presentation 
Kitces & Carl Ep 123: Does Every Prospective Client Fit A Niche, Or Do Advisor Specializations Leave More Underserved?
Nerd's Eye View
OCTOBER 19, 2023
Niching offers several advantages, allowing advisors to be more specific in their marketing, more targeted in their prospecting calls, and more efficient in their processes (since clients within a similar niche are likely to have similar problems, especially in niches of profession).
Clients 
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#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran
Nerd's Eye View
NOVEMBER 29, 2022
Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.
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Weekend Reading For Financial Planners (May 18-19)
Nerd's Eye View
MAY 17, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)
Kitces & Carl Ep 100: Is Advisor Technology Really About Making Planning Faster… Or Better?
Nerd's Eye View
DECEMBER 1, 2022
As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. However, as advisor technology continues to evolve, many tools have focused on helping advisors scale their financial advice to accommodate growing businesses.
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Kitces & Carl Ep 102: Reflecting On The Journey Of Building A Career And Business
Nerd's Eye View
DECEMBER 29, 2022
While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care.
January Issue of the Journal of FSP
NAIFA Advisor Today
JANUARY 6, 2025
The J anuary issue of the Journal of Financial Service Professionals has arrived, and its a must-read for anyone in the financial services community. A much-anticipated feature of this edition is the annual indexed retirement and Social Security numbers for 2025, conveniently presented in an easy-to-reference table.
#FA Success Ep 317: From Individual To Partnership: Managing The Merger Transition From Solo Practices, With Jennifer Climo
Nerd's Eye View
JANUARY 24, 2023
Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households.
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#FASuccess Ep 394: Launching An Administrative Family Office Practice To Deliver Your Best Support To (HNW) Clients, With Christi Van Rite
Nerd's Eye View
JULY 16, 2024
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Navigating the World of Forefield Advisor Marketing
Midstream Marketing
DECEMBER 26, 2024
Introduction and Key Highlights In todays challenging landscape, standing out and building meaningful client connections is essential. Forefield Advisor Marketing is a powerful suite of tools for financial professionals, aimed at enhancing client engagement and driving business growth.
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Franklin Gay and Melanie Leal Ramirez Present on Quality in the Financial Services Sector
Tobias Financial
OCTOBER 17, 2023
We are proud to announce that our Wealth Advisor, Franklin Gay, CFP®, EA and Client Service Manager, Melanie Leal Ramirez, will be presenting at the American Society for Quality (ASQ) Southeast Florida Section on Quality in the Financial Services Sector on October 17 th.
The Reboot and Rebrand of Advisor Today
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.
Strategies for Lead Generation for Financial Advisors
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. Get advice from experts about good tools and methods for lead generation in financial services. It will help you connect with potential clients looking for financial help.
Advertising for Financial Advisors: Strategies for Success
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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3 Things You Don’t Know About Josh
The Big Picture
SEPTEMBER 5, 2024
He is an extraordinary historian of Wall Street and the financial services industry : There are few people that have a better understanding of this industry than Josh. billion in fee only asset flows for the full year 2013; 37% of Morgan Stanley wealth management’s total client assets are now in fee based accounts a record high.
#FA Success Ep 311: Unlocking Growth By Asking For A Referral Commitment And Then Showing Value, With Terry Parham Jr.
Nerd's Eye View
DECEMBER 13, 2022
Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households.
Kitces & Carl Ep 102: Reflecting On The Journey Of Building A Career And Business
Nerd's Eye View
DECEMBER 29, 2022
While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care.
High Promoter Holding Stocks Under Rs 50 – Strong Promoter Confidence?
Trade Brains
AUGUST 28, 2023
High Promoter Holding Stocks Under Rs 50 For our study, we’ll read about the business and operations of five companies from various industries such as power generation, financial services, and textiles. Furthermore, we’ll briefly talk about their financials. Talking about its financials, NHPC earned a net profit of Rs 3.889.98
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Transcript: Kristen Bitterly Michell
The Big Picture
SEPTEMBER 12, 2022
They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And it was this combination of being, like I said, kind of geeky, kind of quanti, but then being client-facing. I want to be client-facing.
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How financial professionals can make strong connections with Black consumers
Nationwide Financial
FEBRUARY 7, 2023
In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being.
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41 Top Influencers for Financial Advisors in 2023
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.
Chalk Talk: Reverse Mortgages!
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.
Parent Companies who are coming up with IPOs of their subsidiaries
Trade Brains
SEPTEMBER 21, 2024
HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. This move involves HDFC Bank diluting its stake in HDB Financial Services by nearly 10%.
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Elevate Your Game: New Financial Advisor Prospecting Methods
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.
4-step process to define your audience
Investment Writing
OCTOBER 31, 2022
On this blog, and in my financial blogging book , I suggest how to narrow down your audience. That’s why I was intrigued by the chapter on “How to Define Your Audience” in How to Write and Present Technical Information by Charles H. ” Let’s look at the Sides method in the context of financial services.
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Top Penny Stocks Under Rs 1 – High Risk, High Reward?
Trade Brains
JULY 2, 2023
In this article, we’ll present you a list of such top penny stocks under Rs 1 which you can add to your watchlist. Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 It holds a well-diversified portfolio of securities from multiple sectors: financial services, education, real estate, and more.
How to sniff out a lying grifter in a Form ADV
Sara Grillo
OCTOBER 31, 2022
Transparency allows the consumer to decide if the services and fees offered by the financial advisor are fair and logical, and if it is in their best interest to work with that advisor. The Form ADV Part I provides basic business detail about things such as ownership, clients, employees, etc. Always verify in writing.
4 Women Empowering Women in Financial Planning
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. Sources: 1. Own your worth. ” Accessed February 2023.
Websites for Financial Advisors: What’s Working in 2024
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. The presentation should be simple yet engaging; authoritative, yet welcoming. It’s our passion to build attention-grabbing, conversion-driven websites for financial advisors. See how we can help.”
What Advisors Need to Know About Working with Young Investors
eMoney Advisor
MARCH 22, 2023
Yet they represent only 14 percent of today’s advisory clients. 2 Additionally, with the significant wealth set to shift in their direction, both their size and financial potential means they could play a pivotal role in the growth, valuation, and long-term success of your firm. Young Investors at a Glance The portion of the U.S.
Seminar Strategies for Scaling Your Financial Business With Frank Maselli
NAIFA Advisor Today
FEBRUARY 7, 2024
With over 30 years of experience in the financial services industry, he has helped thousands of financial professionals grow and achieve success by providing them with contemporary skills well-suited to the demands of today's clients. He is a sought-after presenter, recognized as a top industry speaker.
Top Small Cap Stocks in India – Stocks To Watch in 2023
Trade Brains
FEBRUARY 26, 2023
A brief description of the business, any recent developments, and financials are also present. Presently, the government holds a majority 84.8% The company provides digital business, product engineering, agile infra & security, IoT, analytics, and digital process transformation services. 15,250 EPS ₹44.6 Stock P/E 17.0
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Q&A: How Tax Practices Can Work with Wealth Managers to Grow Client Relationships
Harness Wealth
OCTOBER 16, 2024
We recently connected with Michael Paley, Chief Operating Officer of Klingman & Associates , for a Q&A on how tax advisors can collaborate with wealth managers to better serve clients. One of the essential things from an investment perspective is that we try to get clients to think more like an endowment.
How Tax Practices Can Stand Out in the Harness Marketplace to Attract New Tax Clients
Harness Wealth
OCTOBER 8, 2024
Key Takeaways: The Harness Marketplace allows your tax firm to be paired with high-value tax clients whose unique needs align with your expertise. Tax practices that provide comprehensive tax planning services are better positioned to gain new clients in the Harness Marketplace compared to firms that mainly focus on tax preparation.
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Best Debt Free Large Cap Stocks in India With High Upside Potential
Trade Brains
JULY 31, 2023
In this article, we’ll present you such best debt free large cap stocks which you can add to your watchlists. TCS caters to companies from 5 key industries mainly: banking, financial services & insurance, retail & consumer business, communication, media & technology, and manufacturing. Price to Book Value 20.20
Best Penny Stocks With High Net Profit Margin – Hidden Gems?
Trade Brains
AUGUST 11, 2023
Founded in 1992, Avonmore Capital is micro cap company in the financial services industry. It has business interests in handling debt & equity market instruments, business consultancy & advisory services, loan syndication, wealth management, and healthcare. .) ₹211 .) ₹215.69 EPS ₹49 Stock P/E 1.87 Net Profit Margin 57.6%
Cultural Humility in Financial Planning
eMoney Advisor
NOVEMBER 9, 2022
Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. Clients Are Changing Generationally. Younger generations of clients are more socially aware. D evelopment Disability. D isability (acquired).
Beyond the Client: How Financial Advisors Can Successfully Engage with the Next Generation for Sustainable Wealth Management
Indigo Marketing Agency
OCTOBER 3, 2023
Most advisors agree it’s easier to preserve an existing relationship than it is to prospect for a new client. The fact is, whether you’re looking to expand your financial services business or preserve assets for years to come, you need to be able to effectively relate and communicate with the younger generation.
Best Debt Free Penny Stocks in India – Low Risk, High Reward?
Trade Brains
AUGUST 13, 2023
Presently, his associates hold 4,250,000 shares in the company amounting to 7% of the total shareholding. As of the present date, it is one of the leading producers of such machines all over Asia. It presently trades at a price-to-earnings ratio of 30 and a price-to-book value ratio of 2.89 respectively. 260 EPS ₹0.8
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Using Financial Data Visualization to Motivate and Deepen Relationships
eMoney Advisor
JUNE 12, 2023
The way you present data has a far-reaching impact on the way that clients understand, engage with, and follow through on their financial plan. Effective data visualization has the potential to motivate clients towards their goals and deepen the planner-client relationship.
Begin Your Digital Marketing Journey with a Strong Advisor Website
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.
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Top Indian Stocks Held By Societe Generale – Portfolio Analysis
Trade Brains
SEPTEMBER 28, 2023
The operations are conducted under 5 key verticals – Cash pickup & delivery, Network Currency Management, Cash processing, Cash Vans & Cash in Transit & Other Value Added Services such as vaults, strong rooms & other storage facilities withover Rs. 50 crore capacity per space. EPS (TTM) 5.88 Stock P/E (TTM) 16.15 EPS (TTM) 5.88
Blog #220: Testing Financial Tolerance™for Zero Estate TaxUsing InsMark’s Premium Financing and Wealthy and Wise
Robert B. Ritter Jr.
APRIL 30, 2022
The post Blog #220: Testing Financial Tolerance™ for Zero Estate Tax Using InsMark’s Premium Financing and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.
Optimizing Service Expansion for Your Financial Practice
eMoney Advisor
FEBRUARY 16, 2023
There’s nothing quite like the flurry of excitement and activity around onboarding a new client and getting started on their financial plan. This can be a tricky time and it’s tempting to think about adding services to your practice to help the client see your value.
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