Communication Financial Planning Planning 
Nerd's Eye View
MARCH 24, 2025
For smaller firms – especially those with little to no experience onboarding new advisors – creating a well-paced financial plan can feel daunting. First, clarity: both the advisor and manager should be able to clearly define the core financial planning skills that a new hire is expected to develop in their first year.
Nerd's Eye View
JULY 26, 2023
Financial plans play an important role for both clients and advisors, as they not only help clients gain a clear perspective of their current financial position, but also provide advisors with a systematic way to organize their analyses and communicate their recommendations to the client.
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Nerd's Eye View
NOVEMBER 28, 2024
Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning. Pricing the impact of financial planning can be challenging, because many of its benefits – like peace of mind – are intangible, compelling in value but difficult to match with an exact price.
Nerd's Eye View
NOVEMBER 21, 2022
A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.
Nerd's Eye View
JULY 27, 2022
Financial planning is both an art and a science. While an advisor needs technical financial planning knowledge to create and implement plans for clients, soft skills that involve effective communication and relationship building are also crucial to both relate to prospects and clients and to understand their needs.
Nerd's Eye View
JULY 27, 2022
Financial planning is both an art and a science. While an advisor needs technical financial planning knowledge to create and implement plans for clients, soft skills that involve effective communication and relationship building are also crucial to both relate to prospects and clients and to understand their needs.
Nerd's Eye View
NOVEMBER 11, 2024
To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development.
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