This site uses cookies to improve your experience. By viewing our content, you are accepting the use of cookies. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country we will assume you are from the United States. View our privacy policy and terms of use.
Nerd's Eye View
MARCH 20, 2024
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 place special emphasis on this data point when they present a financial plan.
234 
Abnormal Returns
FEBRUARY 9, 2023
newcomer.co) Startups often fail to prioritize the communication function. (ft.com) The people who are up in arms about stock buybacks don't understand finance. noahpinion.substack.com) Venture capital The VCs that founders want to take capital from. axios.com) Funds Vanguard is planning to push farther into direct indexing.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Back to Basics with Reconciliations
Less Stress, More Success: Accounting Best Practices & Processes for 2025
Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors
Advisor Perspectives
JULY 12, 2023
I’m always stunned by how very smart people can struggle with ways to communicate clearly and effectively so the audience knows what’s being shared.
eMoney Advisor
JANUARY 10, 2023
When financial professionals know how to effectively present a financial plan, they can better engage clients in the planning process and earn clients for life. Presenting a financial plan, however, isn’t as simple as running through the numbers. Communicate Clearly and Effectively. Divide and Conquer.
Wealth Management
DECEMBER 5, 2023
As usual, the challenge is communication.
105 
Investment Writing
OCTOBER 15, 2024
Metaphors are powerful tools for communication. This metaphor also sparked my curiosity about the presentation in which the term popped up. This is true even though I didn’t attend Fithian’s presentation. I felt anxious just thinking about that pebble. Pebble vs. pressing problem Which phrase is more memorable?
102 
Nerd's Eye View
AUGUST 22, 2024
As advisory firm websites have become crucial to the prospecting pipeline, displaying fees can present a delicate challenge for advisors.
100 
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. .
Nerd's Eye View
NOVEMBER 5, 2024
What's unique about Emily, though, is how her firm ensures every client can be served profitably through a combination of a complexity-based minimum fee arrangement, coupled with a structured data gathering, plan delivery, and client communication processes that encourage client accountability and follow-through on action items recommended by their (..)
Nerd's Eye View
JULY 13, 2023
Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.
224 
Million Dollar Round Table (MDRT)
MARCH 26, 2024
Hammer, LUTCF , in his presentation at the 2017 Annual Meeting. So advisors need to work with this growing population, but their overwhelming student debt and their different ways of communicating can present challenges. By Liz DeCarlo, MDRT Content Manager The “me” generation, self-absorbed, high-maintenance.
Nerd's Eye View
FEBRUARY 7, 2024
These 'situation' questions (which, again, are also more effective when presented in the command/statement form) help the client tell the story around their facts and share why something is important to them.
236 
Nerd's Eye View
JUNE 27, 2024
Since much of an advicer's work centers around finding (and communicating) concrete answers to help solve problems and issues (like, "How big of an emergency fund do I need?" Instead, meetings (especially initial meetings) happen because there's some 'presenting problem'. and Mrs. Client, I hear you.
142 
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.
52 
Nerd's Eye View
OCTOBER 20, 2022
In our 97th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can address clients who want to change their portfolio strategy in response to the political environment and offer ways to communicate with clients about how their current investment strategy is the most optimal plan.
211 
Nerd's Eye View
NOVEMBER 13, 2023
First, communicating effectively and creating the same level of personal connection over a video call is more difficult than when meeting in person; in other words, there is a decline in what researchers call 'social presence' or the feeling of being present with a real person.
232 
Nerd's Eye View
JUNE 13, 2024
Advicer concerns around scaling typically present in a couple of ways. Often, advicers whose firms are still in the early stages of development begin thinking about how they can scale their business, which begs the question: Are advicers worrying about how they'll scale their business long before scale is even an issue?
Nerd's Eye View
AUGUST 28, 2024
Alternatively, some advisors have instead opted to collect clients' login information so they can execute the trades in their clients' accounts themselves –presenting numerous data security and compliance issues for the advisor (and can lead to the advisor being considered to have custody over client assets).
224 
Nerd's Eye View
APRIL 7, 2023
Also in industry news this week: FINRA has announced that, on the heels of its first enforcement action under the Reg BI rules, it will be ramping up its examinations of broker-dealers for potential violations (after a long period of relative leniency when firms were still determining how best to comply with the rule) A recent study from Ameriprise (..)
Prosperity Coaching
AUGUST 27, 2022
Financial advisor value propositions: A value proposition is essential for financial advisor firms to clearly communicate what they offer their ideal clients yet creating one is often a confusing process that is greatly misunderstood. Many financial firms either lack a value proposition or present it so that it’s hidden in […].
Nerd's Eye View
DECEMBER 29, 2022
And even though most advisors would agree that the road to success involves many years of hard work and sacrifice, each advisor’s path to ultimate success can consist of massively different experiences.
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.
179 
Nerd's Eye View
NOVEMBER 6, 2024
While this shift from numbers-based strategies to a more holistic, values-driven framework has opened the door to deeper, more meaningful conversations, it also presents a challenge for clients who may struggle to define their values or articulate a sense of purpose.
130 
Nerd's Eye View
AUGUST 28, 2024
Alternatively, some advisors have instead opted to collect clients' login information so they can execute the trades in their clients' accounts themselves –presenting numerous data security and compliance issues for the advisor (and can lead to the advisor being considered to have custody over client assets).
200 
Million Dollar Round Table (MDRT)
JULY 2, 2023
By Matt Pais, MDRT Content Specialist Toward the beginning of his 2015 MDRT Annual Meeting ConneXion Zone presentation, Seth Groff of Assurity Life cited Voltaire’s quote about judging people by their questions, not their answers. If clients judged you as an advisor based on your questions, what would they say?
81 
Nerd's Eye View
NOVEMBER 1, 2023
Advisors also can support the backdoor Roth process by communicating with clients' tax preparers about the strategy and why they are recommending it for their mutual client. The backdoor Roth strategy can be valuable for clients whose high income levels preclude them from making regular contributions to a Roth IRA.
245 
Nerd's Eye View
DECEMBER 1, 2022
As while advisors certainly can leverage technology to create faster and more efficient back-office processes that help scale a growing practice, the key point is that new technology tools can also help advisors engage in better conversations through innovative presentation tools (e.g.,
234 
Nerd's Eye View
SEPTEMBER 5, 2024
While strategic advice is crucial, advisors also face the challenge of presenting the strategies to clients in context, explaining different financial planning concepts, and showing clients how to implement these strategies (as well as pointing out any long-term consequences).
130 
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 must also ensure that the diverse group can communicate freely so don’t get an echo chamber. What my clients say about me “Fast, effective, insightful.
109 
Nerd's Eye View
APRIL 10, 2023
Hosted by Joel Bruckenstein and his team from T3 Consulting, the conference covered everything from how technology providers are continuing to expand their features and integration capabilities to how advisors can manage their own expanding tech stacks to the ever-present question of how AI tools like ChatGPT will impact the advisory industry.
Nerd's Eye View
DECEMBER 28, 2023
And what if we could apply this perspective not just to how we spend our money, but also to how we use our talents and spend our time as well? or simply committing to a monthly lunch date can maintain close ties with long-term friends.
196 
Nerd's Eye View
DECEMBER 29, 2022
And even though most advisors would agree that the road to success involves many years of hard work and sacrifice, each advisor’s path to ultimate success can consist of massively different experiences.
Nerd's Eye View
OCTOBER 19, 2023
Most commonly, niches present as particular needs of a firm's clients. These needs are often understood in terms of a client's occupation (e.g., tech employees who need help managing equity compensation options), stage of life (e.g.,
206 
Nerd's Eye View
JULY 16, 2024
What's unique about Christi, though, is how she evolved her career into providing this type of unique family office service after nearly a decade of working as a more 'traditional' financial advisor, when she realized that she had developed a unique skill set to get very deeply involved in the (many) administrative demands of running complex ultra-high-net-worth (..)
130 
Nerd's Eye View
JULY 11, 2022
Financial advisors are often responsible for working with a wide range of individuals, both among their client base and coworkers, who each have their own personality, beliefs, and style of communication.
Trade Brains
OCTOBER 22, 2024
These scammers strategically present wallets filled with internal tokens requiring transaction fees. Moreover, victims must pay escalating subscription fees to maintain communication. Discord Account Hijacking presents a unique threat to crypto community leaders.
52 
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.
Nerd's Eye View
SEPTEMBER 8, 2022
For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client.
Nerd's Eye View
JANUARY 24, 2023
What's unique about Jennifer, though, is how, after more than a decade of building her own successful solo practice, she intentionally decided to merge her practice with another solo practitioner when an unusual crisis opportunity presented itself, and handle the more complex business management dynamics that followed, so that she could fulfill her (..)
237 
Nerd's Eye View
NOVEMBER 30, 2022
Generally, the more detailed the analysis, the likelier it could be construed by the client as a recommendation – which is what ultimately matters, since a presentation that the client understands to be tax advice is as good as actually giving tax advice.
238 
Brown Advisory
MARCH 1, 2016
Present at the Creation: Early-Stage Venture Capital. This communication and any accompanying documents are confidential and privileged. Tue, 03/01/2016 - 16:02. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication. They are intended for the sole use of the addressee.
52 
International College of Financial Planning
MAY 9, 2024
In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. In the present advisory environment, advisors need to be as proficient with technological tools as they are with financial strategies.
52 
Trade Brains
JULY 31, 2023
In this article, we’ll present you such best debt free large cap stocks which you can add to your watchlists. TCS caters to companies from 5 key industries mainly: banking, financial services & insurance, retail & consumer business, communication, media & technology, and manufacturing. Price to Book Value 20.20
Trade Brains
APRIL 12, 2023
Thus, in this article, we present you the best small cap stocks under Rs 100 that you can add to your watchlists. As of the present date, RVNL is a central public sector enterprise under the Ministry of Railways, Government of India. and presently trades at a price-to-book value (P/B) ratio of 2.2. 15,500 EPS ₹6.9 Stock P/E 10.7
97
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content