Clients Planning Professional Services 
Nerd's Eye View
MARCH 17, 2025
Instead, it's being allocated to far more specific – but still very relevant and helpful – use cases that don't replace professional service providers and instead simply leverage their time to be even more efficient. For which industry-specific providers are building the entire advisor-CRM-integrated workflow.
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.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
APRIL 4, 2024
Ultimately, the key point is that there are a number of ways that the financial planning industry can tackle the looming spike in demand for new advisors without imposing an artificial obligation on advisors, which, if not met, would imply a deficiency in professional duty. Read More.
Nerd's Eye View
MARCH 18, 2024
Soliciting prospect referrals can often be an effective way for financial advisors to grow their firms with clients who are ready to act and who will benefit from the firm since many referrals come from sources that are familiar not just with the advisor and the services they offer, but also with the prospect being referred and the needs they seek.
Million Dollar Round Table (MDRT)
JUNE 4, 2024
Forte, FCII, CFP There should always be a holistic nature to financial planning. You can either fall into the category of transactional advisors, where you are simply looking to sell a product, or you can take the wholly encompassing, 360-degree approach to giving good financial advice, supported by a range of other professional services.
Trade Brains
MAY 17, 2023
The company’s clients include tech giants like Microsoft, Google, and Amazon. The company’s core industry focus is retail, travel services, energy, agriculture, commodities, and professional services. It added 44 new clients during the year. Their prime operating regions are North America, Asia-Pacific, and Europe.
Harness Wealth
MARCH 6, 2025
A key first step is creating a clear, written contract with each client, explicitly stating your status as a freelancer or independent contractor. Legally, your clients are only legally required to issue a 1099-NEC for payments exceeding $600. On the whole, its advisable to consult a tax adviso r to develop a dependable tax plan.
Expert insights. Personalized for you.
146 
Let's personalize your content