Nerd's Eye View

MARCH 17, 2025

Instead, it's being allocated to far more specific – but still very relevant and helpful – use cases that don't replace professional service providers and instead simply leverage their time to be even more efficient. Yet now, two years later, AI has not driven a mass wave of unemployment.

Financial Advisor 146

Financial Advisor Clients Financial Planning Professional Services 146

Steve Sanduski

AUGUST 21, 2024

Susie oversees Cresset’s Wealth Advisors, Client Service, Operations and Compliance. In a Nutshell: In Life-Centered Planning , advisors encourage their clients to think about what their money is for. But what differentiates a lot of firms is the service that’s provided on top of that.”

Clients 59

Clients Banking Accounting Professional Services 59

Inside Information

APRIL 26, 2024

I’m in the early stages of writing a book about my experiences over 40+ years in the financial planning profession (is anybody going to want to read it?). There is certainly nothing wrong with being good at the metrics of managing an RIA as a business, but what does that have to do with professionalism?

Fee Only 40

Fee Only Professional Services Clients Management 40