Nerd's Eye View
JANUARY 9, 2025
While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.
Nerd's Eye View
NOVEMBER 15, 2024
The study also looked at what “high performing” firms are doing differently than their peers, finding that these firms have a higher close rate on referred prospects, were better able to maintain pricing discipline, and had significantly lower expenses as a percentage of firm revenue.
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Nerd's Eye View
MARCH 11, 2024
Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars. refer others to) the advisor.
Nerd's Eye View
MARCH 11, 2024
Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars. refer others to) the advisor.
Nerd's Eye View
MARCH 24, 2025
We have provided an onboarding plan template for advisors to download, which breaks up the skills list into two primary categories: 1) client communication skills (e.g., One effective way to structure the onboarding process is to organize the skills that the associate advisor will ideally learn in their first year into key categories.
Nerd's Eye View
FEBRUARY 13, 2023
While it can be easy for financial advisors to recognize the wide range of ways they add value for clients throughout the year, clients themselves might not be aware of what their advisors do for them behind the scenes outside of their annual meetings (e.g., rebalancing their investment accounts or reviewing their insurance policies).
The Big Picture
MARCH 3, 2025
But it was always a tool to see how everyone else, from other traders, brokers, clients, strategists, etc., I had been deep down the behavioral finance rabbit hole ever since my days on a trading desk in the 1990s. was engaging in selective perception, narrative fallacies, and hindsight bias. It was never me that made all of those mistakes.
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