Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 246

Tax Planning Compliance Taxes Financial Advisor 246

eMoney Advisor

FEBRUARY 22, 2023

And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? the better path lies in improving family communication and financial education. Estate Plan Basics. Executors and Trustees.

Estate Planning 75

Estate Planning Planning Education Clients 75

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. Discuss your situation with an investment adviser. What is a concentrated stock position?

Management 66

Management Taxes Estate Planning Asset Allocation 66

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Steve Sanduski

APRIL 8, 2025

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. It’s a title that speaks to his firm’s intentional, comprehensive planning process. .” Do you have an estate plan?

Engineering 52

Engineering Communication Financial Planning Clients 52

Carson Wealth

FEBRUARY 13, 2023

While there are certainly ways to do estate planning without a lawyer, for most people hiring an estate planning attorney makes the most sense. Estate plans can get complex fast, and even fairly straightforward estates can feel overwhelming if you’re not trained in the area. Do your research.

Estate Planning 52

Estate Planning Planning Consulting Financial Advisor 52

WiserAdvisor

APRIL 19, 2024

While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.

Estate Planning 45

Estate Planning Planning Distribution Accounting 45

Steve Sanduski

DECEMBER 10, 2024

In a Nutshell: Great copy means you’ll never experience a failure to communicate. Your job is to transfer what you find to your website and client communication. Copy and messaging essentials and why your communication should “repel” some visitors. Great copy is simple.

Clients 52

Clients Communication Financial Advisor Media 52

Integrity Financial Planning

FEBRUARY 10, 2023

An estimated 90% of wealthy families lose their wealth by the third generation, so if you are planning on leaving behind assets to your family, knowing the unique risks to the affluent investor and considering strategies to maintain your wealth within your family can be very beneficial. [1]

Estate Planning 95

Estate Planning Communication Financial Planning Education 95

Midstream Marketing

OCTOBER 30, 2024

Think about these factors: The age, job, and income of people Financial needs such as planning for retirement, managing investments, and estate planning Their values and preferences To make a better referral program, it’s important to understand your ideal client. Learn what they like and what rewards they want.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Clients 299

Clients Wealth Management Banking Investing 299

WiserAdvisor

FEBRUARY 21, 2023

Some fraudsters may also introduce the elderly to fake high-return investments that do not exist. Further, financial advisors can educate their clients on elder investments that may be appropriate for investors in their age group. Annuity plans, pension plans , etc., Children, grandchildren, spouses, ex-spouses, etc.,

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Midstream Marketing

DECEMBER 10, 2024

Once you have a solid list, separate it by what clients want or their investment goals. You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. Including video marketing in your plan can improve communication with clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Darrow Wealth Management

FEBRUARY 19, 2024

Outright sales Using options strategies Loss harvesting Investment choices in other portfolio holdings Other potential solutions Before diving into these five strategies, let’s first review some special tax situations that could prove highly beneficial for certain investors. If not, you keep the shares.

Management 106

Management Taxes Portfolio Estate Planning 106

Darrow Wealth Management

JULY 1, 2024

Business owners may be able to accelerate tax-deferred savings even more through different retirement plan structures. Optimize your investments with asset location If investors haven’t already been working to optimize their tax situation with asset location, now is the time. Are You Ready?

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

Brown Advisory

MAY 4, 2020

Beyond Investing: Strategic Advice for Nonprofits ajackson Mon, 05/04/2020 - 14:54 Running a nonprofit is a tall order. Our work typically begins with a tight focus on the organization’s investment portfolio. With this additional information, we were better equipped to help the college review potential scenarios going forward.

Nonprofit 52

Nonprofit Investments Investing Clients 52

Brown Advisory

SEPTEMBER 4, 2019

Beyond Investing: Strategic Advice for Nonprofits. Our work typically begins with a tight focus on the organization’s investment portfolio. Our primary job is to deliver robust investment performance to clients, but our relationships with them go far beyond investing. // CASE STUDY #1. Wed, 09/04/2019 - 14:54.

Nonprofit 52

Nonprofit Investments Investing Clients 52

MainStreet Financial Planning

FEBRUARY 1, 2024

No Minimums, Maximum Accessibility: Unlike traditional financial advisors, being a Garrett Advisor means that we have no income or investment account minimums for hourly engagements. If you’re intrigued by this innovative approach to financial planning, feel free to reach out with any questions.

Financial Advice 97

Financial Advice Planning Fee Only Financial Planning 97

Midstream Marketing

NOVEMBER 6, 2024

Are you aiming at young workers who need help with investing? Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? This can show your skills in sustainable investing or share good feedback from happy clients. Who do you want to reach?

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

International College of Financial Planning

JULY 20, 2022

CFP course helps to create professionals who are skilled in the field of Financial Planning, Investment Planning, Consultation Solutions, Personal Finance, etc. CFP courses include Finance Courses, Financial Planning Courses , Risk Analysis & Insurance Planning Courses, Tax & Estate Planning Courses, etc.

Risk Analysis 52

Risk Analysis Certification CFP Certified Financial Planner 52

Dear Mr. Market

APRIL 6, 2022

Aside from the legalities of estate planning, this exercise is perhaps the single most loving and considerate document you can create for your family that they will forever be grateful for. Ultimately the courts ruled in her favor but none of this would have happened had it been clearly written out in a LFW.

Estate Planning 52

Estate Planning Insurance Accounting Planning 52

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

eMoney Advisor

FEBRUARY 9, 2023

There are many variables to account for, including different ages to begin taking social security benefits, which assets to tap into first to provide retirement income, and how aggressively or conservatively to invest to ensure assets last. In addition, you should encourage your clients to use your technology solution’s client portal.

Financial Planning 95

Financial Planning Clients Planning Education 95

Sara Grillo

JUNE 7, 2024

Sara G Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. Wear a suit and present yourself conservatively. See you in the next one!

Financial Advisor 52

Financial Advisor Clients Executive Compensation Compliance 52

International College of Financial Planning

OCTOBER 5, 2021

Hence, you must have a passion for finance and always stay ahead in the game.The laws, regulations, and compliance requirements concerning investment, planning, and finance keep changing regularly and you must stay abreast with them. Investments, tax planning, retirement planning is a dynamic field.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

International College of Financial Planning

MARCH 31, 2023

Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management. Wealth managers work closely with their clients to understand their unique financial situations, risk tolerance, and investment goals to develop customized solutions that meet their needs.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Indigo Marketing Agency

JULY 27, 2023

Others are convinced that they can DIY their financial plan for free. Financial advisors who can effectively communicate the benefits they provide will build a practice based on value, rather than fees. Hint: Check out this great graphic from Kitces.com highlighting 101 ways financial planning can help!)

Financial Planning 52

Financial Planning Financial Advisor Clients Communication 52

WiserAdvisor

JULY 25, 2023

A financial advisor possesses a deep understanding of complex financial concepts and can help you navigate the intricacies of investing, retirement planning, debt management, estate planning, succession planning, tax optimization, and more. For instance, you may discuss estate planning.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

Indigo Marketing Agency

AUGUST 22, 2024

In reality, clients work with financial advisors for much more than just the investment return. Communicate Regularly and Effectively One of the most impactful client retention strategies for financial advisors is regular and effective communication. the COVID-19 pandemic, First Republic Bank failure, election season).

Financial Advisor 52

Financial Advisor Clients Communication Education 52

International College of Financial Planning

APRIL 20, 2022

Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients. It includes budgeting, saving, and investing.

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

Ballast Advisors

SEPTEMBER 5, 2024

These trusts offer substantial tax advantages and can play a crucial role in estate planning. Strategic Philanthropy and Wealth Management Incorporating charitable giving into your wealth management strategy requires thoughtful planning. Broadridge Investor Communication Solutions, Inc.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 52

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

International College of Financial Planning

MAY 29, 2023

The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

WiserAdvisor

NOVEMBER 4, 2022

Therefore, it is vital for couples to communicate and make decisions together on financial matters. Accordingly, it is essential to make sure that you are saving and investing your money. Retirement planning is a must, so start with maximizing your 401k and Individual Retirement Accounts (IRAs).

Financial Planning 93

Financial Planning Planning Taxes Financial Advisor 93

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. This includes articulating a policy with regard to investment risk tolerance, long-term goals, cash flow needs and sector diversification.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Clever Girl Finance

JULY 16, 2023

Are financial advisors the same as investment advisors? They can guide you on savings and investment decisions and help you decide on some goals for the money. That way, you can be sure that your finances are being handled correctly, the way that you want, and make a plan so you don’t spend the money without thinking.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52