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 187

Professional Services Financial Advice Clients Communication 187

Nerd's Eye View

JULY 8, 2024

Additionally, the upcoming Kitces Value Summit, coming December 12 , 2024, will tackle how real advisors provide and communicate their ongoing value to their clients. Along with the expanded CE offerings, we've also been reinvesting heavily into making the Kitces platform easier to use.

Ethics 179

Ethics Education Financial Advice Taxes 179

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

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 82

Sales CFP Numbers Clients 82

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

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

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

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

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

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

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

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

Ballast Advisors

JULY 18, 2024

To strengthen this defense, wealth management firms implement these best practices: Strong, Unique Passwords: Encouraging the use of complex passwords with a combination of letters, numbers, and special characters to thwart unauthorized access. Broadridge Investor Communication Solutions, Inc.

Wealth Management 52

Wealth Management Retirement Taxes Education 52

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 185

Clients Planning Management Financial Planning 185

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 Valuation Clients 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

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

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

Trade Brains

MARCH 29, 2024

Bharti Hexacom is a communications service provider offering consumer mobile services, fixed-line telephone & broadband services under the brand Airtel. Today, Bharti Hexacom offers its communication services as Airtel in a synergistic manner to its customers. Keep reading to find out! Cr customers. respectively.

Government 59

Government Communication Valuation Consulting 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

Nationwide Financial

NOVEMBER 29, 2022

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Your First Steps (People planning).

Financial Advisor 52

Financial Advisor Planning Valuation Communication 52

Ballast Advisors

JUNE 18, 2024

The number of days you spend in a certain location may determine your residency status and tax obligations. The third-party material presented is derived from sources Ballast Advisors consider to be reliable, but the accuracy and completeness cannot be guaranteed. Broadridge Investor Communication Solutions, Inc.

Insurance Coverage 52

Insurance Coverage Management Insurance Taxes 52

Ballast Advisors

JUNE 18, 2024

The number of days you spend in a certain location may determine your residency status and tax obligations. The third-party material presented is derived from sources Ballast Advisors consider to be reliable, but the accuracy and completeness cannot be guaranteed. Broadridge Investor Communication Solutions, Inc.

Insurance Coverage 52

Insurance Coverage Insurance Taxes Financial Planning 52

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 52

Financial Advisor Certified Financial Planner Retirement Clients 52

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 Investing Investments Ethics 52

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

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 28, 2023

Weekly Market Insights: Stocks Retreat; Powell Talk Goes Hawk Presented by Cornerstone Financial Advisory, LLC Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. What is the smallest number of people that could appear in the photo?

Marketing 52

Marketing Marketing Economics Taxes 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 84

Communication Numbers Banking Investing 84

Investment Writing

SEPTEMBER 5, 2023

Commentary about portfolio performance is part of every investment manager’s communications. Attribution analysis is typically measured by numbers, typically percentages. Numbers don’t tell the entire story of what drove performance. The depth and breadth of commentary varies widely. For example, “2.5%

Portfolio 52

Portfolio Clients Management Investing 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

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

AdvisorPR

MAY 13, 2020

Your live presentations, appointment process, onboarding and ongoing client communication processes call all be done virtually, with the adaption of technology. Once you’ve worked through your virtual advisor processes, communication will be the driving factor to your success going forward.

Communication 52

Communication Accounting Financial Advice Clients 52

Cornerstone Financial Advisory

JULY 1, 2024

Weekly Market Insights: Mixed Message From Fed Chair, Governor Presented by Cornerstone Financial Advisory, LLC Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. Rather than counting simply the number of calories, you count the macronutrients, including proteins, carbs, and fats.

Marketing 52

Marketing Marketing Economics Taxes 52

Indigo Marketing Agency

DECEMBER 8, 2022

Regular reassurance: Yes, you’ve already communicated countless times about how to prepare for a bear market, but clients often forget these conversations. Those numbers and charts can be a blur for many clients who are just thinking, “I don’t want to run out of money.”.

Marketing 52

Marketing Marketing Financial Advisor Clients 52

FMG

NOVEMBER 10, 2022

How has your business been affected by the pandemic in terms of customer communication, meetings, etc? Your site boasts a large number of resources including videos, presentations, and more. What led you to create or provide such a large number of resources free for everyone to view? Being based in Melville, NY.

Financial Advisor 52

Financial Advisor Clients Education Insurance 52