Nerd's Eye View

OCTOBER 2, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Nerd's Eye View

OCTOBER 11, 2022

Libby is the owner of The Efficient Advisor, a financial advisor coaching and consulting business based out of Loveland, Ohio, that’s focused on helping advisors create systems and processes for themselves so that they can run their businesses in less time and with less stress. My guest on today's podcast is Libby Greiwe.

Financial Advisor 246

Financial Advisor Clients Consulting Financial Services 246

Nerd's Eye View

APRIL 10, 2023

Hosted by Joel Bruckenstein and his team from T3 Consulting, the conference covered everything from how technology providers are continuing to expand their features and integration capabilities to how advisors can manage their own expanding tech stacks to the ever-present question of how AI tools like ChatGPT will impact the advisory industry.

Financial Advisor 242

Financial Advisor Financial Planning Planning Consulting 242

Nerd's Eye View

NOVEMBER 20, 2023

First, it establishes expectations for the prospect around the process of becoming a client (including the type of calls involved, the onboarding steps, and how long it takes) and the general communication style of the firm. Importantly, keeping this overview simple, high-level, and prospect-focused is crucial.

Financial Advisor 246

Financial Advisor Clients Communication Consulting 246

Indigo Marketing Agency

FEBRUARY 1, 2025

Visitors can effortlessly find information, whether theyre exploring services, learning about the firms philosophy, or scheduling a consultation. Prominent Calls to Action (CTAs): Buttons like Schedule a Consultation are strategically placed throughout the site. Is it optimized for SEO and mobile devices?

Financial Advisor 95

Financial Advisor Engineering Clients Communication 95

Midstream Marketing

DECEMBER 26, 2024

Key strategies include leveraging up-to-date resources and personalizing client communications for better engagement. This platform helps enhance client communication, improve advertising efforts, and support business growth. With this platform, consultants can use many helpful features.

Marketing 52

Marketing Marketing Communication Advertising 52

Abnormal Returns

OCTOBER 17, 2022

wiredplanning.com) Michael Kitces talks with Libby Greiwe who is the owner of The Efficient Advisor, a financial advisor coaching and consulting business. thinkadvisor.com) Advisers How to set expectations with clients about communication. standarddeviationspod.com) The biz Schwab-TD re-papering expectations are in flux.

Wealth Management 130

Wealth Management Financial Advisor Communication Financial Advice 130

Nerd's Eye View

OCTOBER 10, 2023

Grier is the founder of Advisor Transition Services, a consulting firm based in Cary, North Carolina, that helps advisors switch from one broker-dealer or custodian platform to another, often when breaking away from a larger firm to start up their own. Welcome to the 354th episode of the Financial Advisor Success Podcast !

Financial Advisor 243

Financial Advisor Clients Communication Consulting 243

Sara Grillo

MAY 24, 2024

Here is how to communicate what you do, when talking to a prospect or lead. I can not state it any more clearly than this: If you communicate more than three points , it comes off as a mish mosh , and there is no point to saying anything at all. Sara G The post “How do I communicate everything I do?” See you in the next one!

Communication 52

Communication Financial Advisor Media Consulting 52

Steve Sanduski

DECEMBER 10, 2024

Guest: Nikolee Turner , MEd, MBA, Managing Director, Business Consultant, Advisor Services at Charles Schwab. Nikolee also shares the top mistakes advisors make in the M&A process, how to prepare their firm to attract ideal partners, and the critical role of culture and communication in making these transactions successful.

Communication 59

Communication Consulting Management Numbers 59

Nerd's Eye View

MAY 28, 2024

So, whether you're interested in learning about merging with a larger firm to achieve operational efficiencies, how to overcome the technical and emotional challenges of selling a firm, or how to develop better client communication skills, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Jenny Martella.

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Nerd's Eye View

MAY 28, 2024

So, whether you're interested in learning about merging with a larger firm to achieve operational efficiencies, how to overcome the technical and emotional challenges of selling a firm, or how to develop better client communication skills, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Jenny Martella.

Wealth Management 130

Wealth Management Financial Advisor Fee Only Communication 130

Nerd's Eye View

JULY 16, 2024

Christi is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households, and is on track to generate nearly $1.5M Welcome everyone! Welcome to the 394th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Christi Van Rite.

Clients 130

Clients Financial Advisor Consulting Financial Planning 130

Midstream Marketing

DECEMBER 7, 2024

This helps the right communications reach clients at the right time. This allows financial consultants to concentrate on their core strengths. Sending the right communications to each client is key to building strong relationships. These features support advisors in boosting client engagement.

Compliance 52

Compliance Financial Advisor Clients Communication 52

The Big Picture

MARCH 6, 2024

She runs Sahm Consulting. For more info, see: Sahm Consulting Stay-at-Home (SAHM) Macro! Okay, Jay Powell goes out after the committee meeting in December 2023 and does a press conference – another one of the Fed’s new tools is communication policy, like what the, what J Powell says. Like, there’s communication.

Economy 279

Economy Food Communication Consulting 279

Nerd's Eye View

DECEMBER 6, 2022

Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time. Welcome back to the 310th episode of the Financial Advisor Success Podcast !

Clients 130

Clients Financial Advice Financial Advisor Consulting 130

Million Dollar Round Table (MDRT)

AUGUST 23, 2022

The following method of objection handling, which is a two-pronged approach of process and then mindset, can help you become a more effective advisor who communicates care and concern for clients. By Mariam Tinwala As a financial advisor, how you handle objections shows clients how you prioritize their best interests. The process.

Clients 105

Clients Communication Financial Advisor Consulting 105

Indigo Marketing Agency

MARCH 19, 2025

Action Steps: Use simple, direct language that immediately communicates the value of your services. Book a consult call to learn more about how we can help you grow your practice faster and with less stress. Avoid industry jargon or overly technical terms that might confuse your audience. The most important factor is clarity.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Nerd's Eye View

MARCH 7, 2024

providing hope and motivation, reducing anxiety, promoting wellness) may need to find a comfortable balance between explicitly communicating the intent to provide such services, versus relying on the client to recognize the added benefits as an organic by-product of the advisor's standard process.

Financial Planning 130

Financial Planning Planning Marketing Marketing 130

Nerd's Eye View

OCTOBER 17, 2024

By pairing with a partner in the firm's early days, advisors can benefit from their business partner not just by having someone to split costs and risks with, but also to consult with as a sounding board and strategic partner across the highs and lows of launching a business.

Compliance 130

Compliance Communication Consulting Management 130

Zoe Financial

FEBRUARY 24, 2025

Sector Performance : Energy, healthcare, and communication services are outperforming; technology and consumer discretionary sectors are underperforming. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 52

Marketing Marketing Healthcare Taxes 52

Cornerstone Financial Advisory

MARCH 14, 2025

Fairness: Promote unity by communicating the plan to heirs. Seek Wise Counsel: Consult knowledgeable advisors who understand both estate planning and Christian values. Advance Healthcare Directive: Communicate healthcare preferences and designate a proxy who respects your faith-based decisions.

Estate Planning 52

Estate Planning Planning Healthcare Ethics 52

Indigo Marketing Agency

FEBRUARY 8, 2025

Offer a Free Consultation A free consultation is your chance to build trust through a one-on-one connection. Use the consultation to ask thoughtful questions, provide insights, and outline potential solutions. Offering a free consultation is a highly effective way to convert leads into clients.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Trade Brains

DECEMBER 14, 2023

Top Indian Stocks held by BlackRock #1 – Infosys Infosys is a global leader in digital services and consulting. The Company earns most of its revenue from the Financial Services and insurance industries (29.8%), followed by Retail (14.5%) and Communication (12.3%). Communication and Retail segments contribute to about 16.7%

Consulting 113

Consulting Banking Insurance Retail 113

Midstream Marketing

NOVEMBER 8, 2024

Leveraging Email Marketing Campaigns for Personalized Communication Email marketing is a good way to connect with leads and stay in touch with potential clients. Regular and personal email communication helps you stay on their mind. Make sure to highlight these consultations on your website and in your marketing materials.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Trade Brains

NOVEMBER 4, 2024

In accordance with SEBI regulations, Lokesh Machines has maintained open communication about the situation. Please consult your investment advisor before investing. However, the company swiftly responded by issuing a clarification statement, denying any involvement with sanctioned entities.

Manufacturing 64

Manufacturing Communication Investment Advisor Consulting 64

Harness Wealth

MARCH 7, 2025

Learn about his insights into effective communication and transparent expectations for remote teams, shared recently at the AICPA Personal Financial Planning Summit 2025. Please consult a tax and/or legal professional for advice specific to your individual circumstances. Senate committee during the pandemic.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Sara Grillo

MARCH 11, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. He tracks how all his time is spent on each relationship and he communicates clearly so that clients know what is going on at every point. Please sign up here ! Good for you, bro.

Financial Planner 105

Financial Planner Fiduciary Duty Financial Advisor Clients 105

NAIFA Advisor Today

OCTOBER 11, 2023

Lynne Franklin is a persuasion expert, leadership communication consultant, coach, author, and TEDx speaker. Since the inception of her communications practice in 1993, Lynne has worked with organizations that want to use persuasive communication skills to increase their performance, productivity, and profits.

Communication 59

Communication Clients Consulting Sales 59

Darrow Wealth Management

MARCH 13, 2025

With so many nuances in the tax system, always consult your tax and financial advisor before taking action. Schedule a consultation with a wealth advisor to discuss how we may be able to help you unwind a concentrated holding. Taxes should always be a component of any investment decision but not the main driver.

Management 66

Management Taxes Estate Planning Asset Allocation 66

Trade Brains

OCTOBER 25, 2024

BEL provides a wide range of systems, including communication, radar, and electronic warfare solutions, serving both domestic and international markets. Please consult your investment advisor before investing. The company specializes in manufacturing advanced electronic products for defense and aerospace applications.

Electronics 98

Electronics Communication Investment Advisor Consulting 98

Darrow Wealth Management

MAY 6, 2024

Consult your attorney to find out. Consult the attorney for guidance as needed. Gather tax documents and consult a CPA for help. If your parent had property or assets in other states, you’ll want to consult an attorney to understand the laws in that state. The attorney might complete the estate tax return.

Estate Planning 100

Estate Planning Distribution Accounting Valuation 100

NAIFA Advisor Today

DECEMBER 14, 2022

After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago.

Wealth Accumulation 80

Wealth Accumulation Insurance Communication Financial Advisor 80

Good Financial Cents

APRIL 27, 2023

Sales Sales is all about communication and convincing someone to do something. Consulting Consulting involves using soft skills like communication, negotiation, and presentation to help clients find better solutions. You need to learn skills like negotiation, presentation, and sales to become a good consultant.

Engineering 94

Engineering Media Healthcare Education 94

Darrow Wealth Management

MAY 17, 2024

Consider paying the school directly and consulting your tax advisor to discuss gift tax issues. When parents communicate how much they plan to contribute early on, high school students can get a jump on saving. Communication is key As with anything in life, communication is key. Here are a few. Parent loan.

Education 93

Education Communication Wealth Management CFP 93

Harness Wealth

MARCH 14, 2025

Taxpayers often find email-based requests confusing and may forget to attach all necessary documents, leading to frustrating back-and-forth communication. Please consult a tax and/or legal professional for advice specific to your individual circumstances. Client experience is another area where manual processes fall short.

Taxes 52

Taxes Compliance Tax Planning Clients 52

Good Financial Cents

JANUARY 18, 2023

Consulting Actuary. Claims Consultant. Consulting Actuary. With an average salary of $143,721 per year , Actuarial Consultants stand to make a significant amount from their profession. To be successful in the role, you must possess strong analytical and communication skills. Claims Consultant.

Insurance 89

Insurance Consulting Commission Management 89