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Welcome to the 409th episode of the FinancialAdvisor Success Podcast ! Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financialplanning (as well as consulting with over 15,000 clients on student loan debt).
Financialadvisors often engage with a variety of prospects, each with unique needs and motivations. Some prospects approach an advisor with an immediate 'problem to be solved', such as a fast-approaching retirement date. I help clients in retirement by doing X, Y, and Z.").
Welcome back to the 359th episode of the FinancialAdvisor Success Podcast ! Eric is the Chief FinancialAdvisor and Co-Owner of Econologics FinancialAdvisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households.
While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financialadvisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.
Welcome back to the 342nd episode of the FinancialAdvisor Success Podcast ! Nancy is the Founder and CEO of Smarter Divorce Solutions, a consulting firm based in Phoenix, Arizona that provides financial expertise to individuals and couples (and sometimes, mediators and attorneys) going through the divorce process.
When starting to search for a financialadvisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financialadvisor or wealth manager, its probably because you know fee-only advisors don’t sell products.
Financialadvisors add value for their clients not only by helping them grow their wealth, but also by working with them to create a plan for how to use it. While much of this process may focus on the client's own lifetime planning needs (e.g.,
Seminar Marketing for FinancialAdvisors Guide to Seminar Marketing for FinancialAdvisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financialadvisor businesses spend a great deal of their marketing efforts promoting and hosting seminars.
Key Highlights Find good ways to get new clients as a financialadvisor. Explore several ways to get financialadvisor leads. Get advice from experts about good tools and methods for lead generation in financial services. It will help you connect with potential clients looking for financial help.
[link] [link] [link] New FinancialAdvisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Key Highlights Find new ways to get better at being a financialadvisor.
Consulting a tax advisor or attorney can help develop strategies for minimizing tax liability and staying compliant. Plan for Your Retirement As a small business owner, it’s essential to plan for your retirement independently since you may not have the benefit of employer-sponsored retirement plans.
The 2023 Technology Tools for Today (T3) Advisor Conference, held last month in Tampa, Florida, featured a large gathering of financialadvisors and representatives across the fintech industry attending the 2½-day conference.
Freelancing is liberating, but without a solid financialplan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financialplanning for freelancers comes in. Plan for taxes ahead of time 4.
What Do FinancialAdvisors Do? Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. What Does a FinancialAdvisor Do?
Key Highlights A strong marketing plan is key for financialadvisors. This guide offers helpful tips to create a good advertising plan in the financial services area. Introduction In today’s world, having a strong online presence is really important for financialadvisors.
Top 7 SEO Strategies Every FinancialAdvisor Needs to Know to Rank Higher on Google Its true, theres more than one way to skin a cat. The cat were referring to in the case of financialadvisors is leads, booked appointments , and new clients to grow your practice. Snag our SEO Checklist for FinancialAdvisors here!
As a financialadvisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.
Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financialadvisors and compress advisory fees. In reality, though, the robos struggled to gain traction, and the human financial advice business just continues to grow.
Welcome back to the 309th episode of the FinancialAdvisor Success Podcast ! My guest on today's podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. Read More.
If you are thinking about why you should continue meeting with your financialadvisor, you have already taken a big step toward securing your financial future – you have engaged the services of a professional. Now, how often you need to meet with your advisor depends on the degree of help needed by you.
For financialadvisors, effective messaging often tells the story of how their advisory practice serves clients, with the intent to resonate with the audience and inspire them to engage with the firm. scheduling a complimentary consultation or downloading a free sample financialplan).
For many financialadvisors, the traditional way of doing business has generally been based on a transaction-based service model involving functional solutions to clients' practical problems. Advisors seeking to market these higher-tier services (e.g.,
For financialadvisors, effective messaging often tells the story of how their advisory practice serves clients, with the intent to resonate with the audience and inspire them to engage with the firm. scheduling a complimentary consultation or downloading a free sample financialplan).
There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financialplan can help ensure that it doesn’t ruin your financial well-being.
Check Out This Advisors New Website! With a new year freshly underway, theres no better time for financialadvisors to evaluate their online presence. Each core offeringsuch as investment management, financialplanning, and tax strategieshas its own dedicated page. Ready for a Brand Refresh in 2025?
Here are some Excel models financialadvisors can use to create your Chart of Accounts. Download this Excel sheet below for free to get a template for a financialadvisor income statement and financialadvisor balance sheet. I am a CFA® charterholder and I used to be a financialadvisor.
The importance of getting women into financialplanning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financialadvisors are women. In 2022, nearly 42% of the externships participants were women.
However, when it comes to the final design and layout, even the most enthusiastic financialadvisors can encounter obstacles. Seals FinancialPlanning & Investments What does Seals do right? Big Promise and Commanding Headline Seals Financial starts with a powerful promise. and “Will I outlive my money?”
So, preparing for the likelihood of a pullback or recession is crucial when it comes to retirement planning. Why Meet with a FinancialAdvisor? That’s why it’s more important than ever to consult a financialadvisor that has your best interests in mind.
.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financialplanning profession. percent of the American population.
If a financialadvisor tries to tell you otherwise, be wary. Smart Investing: Focus On Your Longterm Financial Goals Its imperative to begin the investment process with a clear idea of your goals and the time frame for your financialplan to accomplish them. Zoe Financial does not provide legal advice.
Its important for retirees to understand how taxes will impact their retirement finances and to include this in their retirement financialplanning. You should consult with the Social Security Administration, or a tax or financialadvisor who is well-versed on Social Security regarding your specific situation.
You’ll need to fill out paperwork with the custodian if there isn’t a financialadvisor managing the accounts. These rules can be very complex and nuanced so its essential to consult with a tax professional and trust and estates attorney to understand the specific rules and current law in your state.
We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financialplanning. A 2021 study measured the impact pro bono financialplanning can have on cancer patients. Foundation for FinancialPlanning. FinancialPlanning Association chapters.
Welcome to the 394th episode of the FinancialAdvisor Success Podcast ! Christi is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households, and is on track to generate nearly $1.5M Welcome everyone! My guest on today's podcast is Christi Van Rite.
How Often Should FinancialAdvisors Post to Social Media? But a common question many advisors ask is: How often should I be posting on social media? You want to stay top-of-mind so when people think about financialplanning or investment advice, your name comes up first.
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. Elder financialplanning can help eliminate some common issues faced by older people. Annuity plans, pension plans , etc.,
Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financialadvisors!
Welcome to the 380th episode of the FinancialAdvisor Success Podcast ! Andrew is the Managing Partner of Geometric Wealth Advisors, an RIA based in Washington, D.C., Welcome everyone! My guest on today's podcast is Andrew Leonard. Read More.
Financialplanning and tax planning go hand in hand. Including tax planning as part of your service provides clients a comprehensive view of their finances and helps them achieve their financial goals. Start with Document Sharing The first step is to ask your clients to share their tax documents with you.
However, the reality is that it’s very expensive to build and maintain technology, especially when considering the full range of CRM, portfolio management, financialplanning, and more than a dozen other sub-categories of technology that financialadvisors use in their firms.
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