Nerd's Eye View

DECEMBER 21, 2022

By distilling hundreds of pieces of information into a single number that purports to show the percentage chance that a portfolio will not be depleted over the course of a client’s life, advisors often use this data point as the centerpiece when they present a financial plan.

Financial Planning 246

Financial Planning Planning Retirement Portfolio 246

Nerd's Eye View

JUNE 13, 2024

Advicer concerns around scaling typically present in a couple of ways. The reality is that most advisory firms run profit margins around 25%, which means that the better way to increase profitability isn't to 'scale' margins by another couple hundred basis points but to grow the business and make the same profit margin on a larger number.

Professional Services 189

Professional Services Financial Advice Clients Communication 189

Nerd's Eye View

AUGUST 10, 2022

What they’re probably not considering is their own death, even though everyone’s time remaining on Earth is finite (even if the number of years they have left is unknowable). When financial planning clients think about their future, they might imagine a relaxing retirement, world travel, or other pleasant experiences.

Clients 241

Clients Planning Management Financial Planning 241

FMG

OCTOBER 13, 2022

According to Financial Advisor Magazine, poor communication is the number one reason clients leave their financial advisor. And during times of volatility, timely and effective communication is doubly important. Going too quickly can often result in poor quality, which can be almost just as bad as never communicating. .

Communication 52

Communication Financial Advisor Clients Marketing 52

Mish Talk

NOVEMBER 30, 2022

As well as IBM and Maersk, the project had support from a number of carriers, customs organisations, banks and transport providers to create an information ecosystem. Problems of Blockchain Technology Figure 5 presents some drawbacks of the new digital technology. Furthermore, blockchain is presently energy intensive (Jovi?

License 219

License Transportation Distribution Banking 219

Million Dollar Round Table (MDRT)

AUGUST 4, 2024

These are a few favorites from MDRT members: Prospecting tips Prospecting is a numbers game. The most important numbers are your calls per hour and the ratio of prospecting offers to calls. By Matt Pais, MDRT Senior Content Specialist Even the most successful advisors appreciate the value of a good sales idea.

Sales 102

Sales CFP Numbers Clients 102

Ballast Advisors

AUGUST 16, 2023

Here are the updated key tax numbers relating to HSAs for 2023 and 2024. The third-party material presented has been derived from sources Ballast Advisors considers to be reliable, but the accuracy and completeness cannot be guaranteed. Broadridge Investor Communication Solutions, Inc. What’s changed for 2024?

Accounting 52

Accounting Numbers Medical Taxes 52

Investment Writing

MAY 7, 2024

Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” You might also enjoy “ Investment commentary numbers: How to get them right.” For a handy overview of my approach to investment commentary, you can buy my mini e-book.

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

Midstream Marketing

OCTOBER 30, 2024

Clear communication is key. Work on better communication and teamwork. Advisors should not just look at basic numbers. By looking at these important numbers, RIAs can learn from the data. Making personal connections through direct communication helps to build and maintain relationships. This shows social proof.

Investment Advisor 52

Investment Advisor Investments Investing Ethics 52

The Big Picture

MARCH 25, 2025

And, and I kind of raised my hand and said, dad, uncle John, don’t you think it might be a better idea to look at it by the numbers? Jim O’Shaughnessy : So I think the most surprising thing was a number of people at various firms that I was investigating working for before starting my own. The numbers are pretty bad.

Management 147

Management Numbers Investing Investments 147

Clever Girl Finance

JANUARY 10, 2025

Creating this list helps you see the bigger picturemoney isnt just numbers in a bank account. Open and honest communication is key. Similarly, yourlifestyleis shaped by your financial habits, from finding a balance between frugality and enjoyment to indulging in experiences that bring joy, like travel or hobbies.

Ethics 97

Ethics Budgeting Retirement Accounting 97

eMoney Advisor

JANUARY 24, 2023

To this end, in my opinion, there are a few things the financial planning industry needs to work on: presentation, personalization, and goal setting. Curating the Perfect Report for Every Client Every financial planner has to deal with the concept of curation when it comes to presenting the financial plan.

Clients 82

Clients Financial Planning Retirement Financial Planner 82

Indigo Marketing Agency

FEBRUARY 19, 2025

The number-one objective financial advisors must have in their online marketing efforts is to build TRUST with their audience. Build Trust With Email Marketing By far, the top media used to maintain a relationship with your clients and audience, and communicate with them, is email.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Brown Advisory

NOVEMBER 1, 2023

This Present is Accounted For: An Overview of Low-Basis Gifting Strategies achen Wed, 11/01/2023 - 11:20 After spending a career helping clients with tax and estate advice, I often see reminders and lessons about my job in the unlikeliest places. But don’t look a gift strategy in the mouth!

Accounting 52

Accounting Taxes Assets Clients 52

Good Financial Cents

MAY 11, 2023

The scams involve individuals receiving calls from fake international numbers , causing concern and confusion among users. Reports of unsolicited WhatsApp calls and messages from purported international numbers have inundated social media platforms, particularly Twitter.

Numbers 86

Numbers Education Accounting Communication 86

Indigo Marketing Agency

JULY 23, 2024

The presentation should be simple yet engaging; authoritative, yet welcoming. Clear, Direct Content The content gets straight to the point, with a headline that instantly communicates what PFA does, who they serve, and their location, while providing a clear call to action. Reach out to us anytime.

Financial Advisor 98

Financial Advisor Certified Financial Planner Retirement Clients 98

Good Financial Cents

APRIL 27, 2023

Sales Sales is all about communication and convincing someone to do something. It’s not just about convincing people to buy a product they don’t need; it’s also about presenting an idea, interviewing for a job, or presenting a project to your boss.

Engineering 94

Engineering Media Healthcare Education 94

Investing Caffeine

MARCH 25, 2025

Finished her PhD at The London School of Medicine (Barts) Practiced law at the Covington & Burling law firm representing the television broadcasting industry before the Federal Communications Commission (FCC). The severity of the organ shortage problem is clear-cut if you examine the numbers.

Investments 59

Investments Investing Fiduciary Duty Healthcare 59

Trade Brains

SEPTEMBER 19, 2023

Among evolving markets with market participants, cryptocurrency exchanges have also increased in number for the easy usage of digital currency markets with well-built technology and trust. Cryptography:- It is a method to secure information and communication from unauthorised access by the process of encryption.

Marketing 116

Marketing Marketing Accounting Engineering 116

Midstream Marketing

NOVEMBER 8, 2024

Infographics that present information in a visual way. 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. Podcasts that discuss interesting topics.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Clever Girl Finance

JULY 30, 2022

The myriad of ideas presented in books can spark a bit of creativity inside of you. Increases your communication skills. Reading on a regular basis keeps your communication skills sharp. Better communication skills can translate into a better financial future. I recommend picking a realistic number for your life.

Communication 97

Communication Numbers Banking Investments 97

eMoney Advisor

JUNE 12, 2023

The way you present data has a far-reaching impact on the way that clients understand, engage with, and follow through on their financial plan. If a client has expressed that they get lost when they’re presented with lots of data, showing them a bunch of charts and numbers is going to make them feel overwhelmed.

Financial Planner 52

Financial Planner Clients Financial Planning Planning 52

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. So obviously, we’re seeing some relief in the commodity sector, but more broadly it’s, you know, whether or not how quickly are we going to see that number come down. So derivatives were a part where I was very intimidated.

Clients 299

Clients Wealth Management Banking Investing 299

eMoney Advisor

APRIL 4, 2023

2 Begin by understanding that the challenges in managing inherited wealth are not just about the numbers. Financial professionals can help by opening the lines of communication with clients and their families. There’s a significant psychological aspect to receiving a large monetary windfall.

Education 97

Education Financial Advisor Clients Planning 97

Cornerstone Financial Advisory

AUGUST 7, 2023

Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Cornerstone Financial Advisory, LLC Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. a Registered Investment Advisor.

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

OCTOBER 2, 2023

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. However, beneath the headline number, consumer spending was cut to a 0.8 Answer: She bought house numbers.

Marketing 111

Marketing Marketing Taxes Economics 111

eMoney Advisor

DECEMBER 19, 2022

Also, similar to the maximum number of seats on a bus or a plane, each financial planner has a natural limit to the maximum number of clients they can effectively service. Try a Presentation Formula: Pictures, Words, and Numbers. I apply it every time I present a financial plan to a client.

Financial Planner 52

Financial Planner Financial Planning Education CFP 52

MazumaBusinessAccounting

MAY 31, 2023

When you are passionate about your business but the numbers are overwhelming and challenging for you, competent and professional bookkeeping services can easily take care of the dollars and cents on your behalf. So, it is important to make sure that your communication style and the communication style of your bookkeeper work well together.

Accounting 52

Accounting Communication Numbers Taxes 52

MazumaBusinessAccounting

JUNE 1, 2023

When you are passionate about your business but the numbers are overwhelming and challenging for you, competent and professional bookkeeping services can easily take care of the dollars and cents on your behalf. So, it is important to make sure that your communication style and the communication style of your bookkeeper work well together.

Accounting 52

Accounting Communication Numbers Taxes 52

Steve Sanduski

MAY 31, 2022

How to communicate your succession plan to your most valued clients so that they don’t jump ship. The “four rooms” of your practice that advisors need to optimize before presenting to potential sellers. The importance of determining the optimal number of manageable clients for your business.

Planning 52

Planning Consulting Clients Valuation 52

WiserAdvisor

FEBRUARY 21, 2023

Some studies also show that by 2034, the number of older adults will outnumber children. Considering the fact that the country’s population is likely to have more older people in the near future, it becomes vital to ensure the financial interests of the community are safeguarded at all costs.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

International College of Financial Planning

OCTOBER 5, 2021

The best strategies employed a few years back might not be the best for the present and the future. Not all clients are great communicators and you must put your curiosity to good use and understand their goals. Communication Skills. You will have to work on both verbal and non-verbal aspects of your communication skills.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. WDAY), Zoom Video Communications, Inc. (ZM)

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Weekly Market Insights: Stocks Rise, Jobs Cool Presented by Cornerstone Financial Advisory, LLC Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. Last week’s riddle: What 3 numbers can you add together and get the same result as when you multiply them?

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Weekly Market Insights: Investors Move Past Mixed Fed Message Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. They both won the same number of games, yet none of the games they played ended in a draw.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. What is the smallest number of people that could appear in the photo? The Nasdaq Composite index increased 3.25% for the week.

Marketing 105

Marketing Marketing Economics Taxes 105

Walkner Condon Financial Advisors

JUNE 2, 2023

The paper found that “Women who are outsiders to the profession do not see financial planning as primarily about: Communication Relationships Holistic Advice Instead they see it as about investment and mathematical expertise.” This finding, in addition to many more included in the paper, mirrors my own experience.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98