Nerd's Eye View

JANUARY 2, 2024

Stevyn is founder of Grow Wellthy, a health and wellness consulting firm based in Springfield, Missouri that specializes in working with busy – but not always healthy – financial advisors. My guest on today's podcast is Stevyn Guinnip.

Financial Advisor 225

Financial Advisor Retirement Financial Advice Consulting 225

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 211

Financial Planner Numbers Clients Assets 211

Nerd's Eye View

DECEMBER 12, 2022

Ultimately, though, we are still just getting going with the ongoing growth of the Kitces platform as we continue to execute on providing Advicers with relevant content across our 4 strategic pillars: Navigation, Education, Research, and Development (and yes, our organizational strategy really does spell out N-E-R-D!). Read More.

Education 228

Education CFP Certification License 228

Indigo Marketing Agency

MARCH 21, 2024

As a financial advisor, you understand the importance of a robust online presence in today’s digital landscape. With potential clients turning to the internet to find financial advice and services, optimizing your website for search engines is crucial. What Are the Key Elements of an Effective SEO Strategy?

Financial Advisor 89

Financial Advisor Engineering Consulting Financial Advice 89

Truemind Capital

JANUARY 25, 2024

Many financial influencers who may have done well in their earlier stints as entrepreneurs or business consultants are encouraging their followers to invest in different products. from all the available options. Click here for more detailed reading.

Fee Only 52

Fee Only Certification Consulting Financial Advice 52

Sara Grillo

JUNE 24, 2024

But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Don’t be fooled! I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Insurance 59

Insurance Math Financial Advice Compliance 59

Zoe Financial

APRIL 23, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

Sara Grillo

JANUARY 8, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. And now let’s get onto the blog!

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Sara Grillo

SEPTEMBER 18, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. I am an irreverent and fun marketing consultant for financial advisors.

Financial Advice 59

Financial Advice Financial Advisor Communication Consulting 59

Zoe Financial

MAY 8, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

Sara Grillo

JUNE 17, 2024

But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Don’t be fooled!

Insurance 59

Insurance Financial Advice Math Compliance 59

Zoe Financial

SEPTEMBER 25, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 1, 2023

Stay tuned for data on this week, next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. On Friday we will see the employment data for April.

Marketing 96

Marketing Marketing Financial Advisor Wealth Advisor 96

Zoe Financial

OCTOBER 2, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 11, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 18, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 28, 2023

Stay tuned for next week. – Andre Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 22, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

eMoney Advisor

DECEMBER 20, 2022

Just as financial advisors should have knowledge about any investments they recommend to clients, so too would they be expected to have specialized knowledge in cryptocurrencies before advising clients about them. The Fiduciary Duty is exemplified by the Duty of Care, which applies to financial advice about all financial assets.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Sara Grillo

APRIL 19, 2024

But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. I’m not a lawyer – so please don’t interpret anything I say here as legal advice. Do your own diligence when you are seeking financial advice. Don’t be fooled!

Financial Advisor 97

Financial Advisor Financial Advice Accounting Clients 97

Zoe Financial

AUGUST 14, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

eMoney Advisor

MARCH 22, 2023

1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. In fact, the Fidelity Investments 2022 Investor Insights Study found that 63 percent of GenY and Gen Z believe working with an advisor is key to achieving financial success.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

Zoe Financial

AUGUST 8, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

APRIL 3, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MARCH 27, 2023

Look forward to next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JULY 10, 2023

Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals. Stay tuned for next week.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JUNE 12, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Education 52

Nerd's Eye View

JULY 25, 2022

Along with, in partnership with our Consulting Consortium partner Craig Iskowitz of the Ezra Group, a new “Integration Score” to make it easier for advisors to understand how well various AdvisorTech tools actually integrate with other software solutions! Those who are interested (or have a friend or family member who might be!)

Education 198

Education Financial Planning Estate Planning CFP 198

Zoe Financial

JUNE 5, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

FMG

OCTOBER 10, 2024

We talked with the Koenig Jones Group’s Catina Koenig and Shawna Hurst to reveal how they updated their new website with tons of personality – enough to make it read like you’re having a coffee with a friend who happens to give financial advice. Here’s to creating websites that resonate, connect, and convert! FMG can help!

Clients 52

Clients Financial Advice Consulting Financial Advisor 52

Zoe Financial

SEPTEMBER 5, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 5, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Sara Grillo

OCTOBER 7, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors.

Clients 59

Clients Financial Advisor Consulting Management 59

Zoe Financial

APRIL 17, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JULY 17, 2023

Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals. Stay tuned for next week.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MARCH 6, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JUNE 26, 2023

Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals. Stay tuned for next week.

Marketing 52

Marketing Marketing Financial Advisor Education 52