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#FA Success Ep 346: Moving Procrastinating Clients To “Yes” Instead Of Selling As A Fee-Only Advisor, With Jim Ludwick

Nerd's Eye View

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. Read More.

Fee Only 246
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Kitces & Carl Ep 152: Advisory Fee Confidence And Building The Happy-Client Stoke File

Nerd's Eye View

Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility. Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning.

Clients 246
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Weekend Reading For Financial Planners (September 14–September 15)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

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Kitces & Carl Ep 103: Balancing Client Responsiveness With The Proactive Sledgehammer Of Value

Nerd's Eye View

And while providing fee-only advice or highlighting service as a fiduciary may have once been a fair differentiator, these services are now often considered table stakes, necessitating financial advisors to find more creative solutions that show current and prospective clients that they provide more value than other advisors.

Clients 244
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Accelerating Growth By Marketing How Your Advisory Firm Is Different (Instead Of Better)

Nerd's Eye View

Which led many firms to market all the ways they were 'better' than other sources of financial advice by highlighting their status as fiduciaries, fee-only advisors, or by offering (more) comprehensive financial planning services beyond investment management, as just a few examples.

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Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it.

Clients 239
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9 Marketing Tips for Fee-Only Advisors from the XYPN Marketing Team

XY Planning Network

The truth is, as a firm owner, your success depends just as much on your ability to effectively communicate your value proposition with your ideal client as it does on you delivering that value. It can be tempting to think of your marketing activities as aside from your actual firm and what it is you do day to day.