Nerd's Eye View

APRIL 7, 2025

This month's edition kicks off with the news that Wealthbox has announced it is planning to launch a new built-in AI meeting note tool that it seeks to integrate seamlessly with its existing CRM solution – which serves as a prominent warning for the many standalone AI meeting note tools like Jump and Zocks that have launched over the last few (..)

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Nerd's Eye View

AUGUST 8, 2022

scheduling a complimentary consultation or downloading a free sample financial plan). As with any marketing investment, it is important for firms to track the results of these changes; for example, monitoring the number of website visitors during a certain period and the number of prospects who scheduled a consultation.

Marketing 241

Marketing Marketing Communication Consulting 241

Calculated Risk

JUNE 27, 2023

Director of Research at John Burns Research and Consulting] told me that the builders have resold most of their previously cancelled homes. There are still a large number of homes under construction, but in general, this is another positive report for new home sales. Rick Palacios Jr., Yes on resold question.

Sales 246

Sales Consulting Numbers 246

Nerd's Eye View

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

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 246

Financial Planner Numbers Clients Assets 246

Abnormal Returns

JUNE 20, 2023

wsj.com) FTX's legal, consulting and financial services providers are raking it in. calculatedriskblog.com) A record number of multi-family homes are under construction. (investingmotherlode.com) What the CIA can teach investors. theblock.co) Are other countries going to take crypto share from the U.S.?

Financial Advising 245

Financial Advising Financial Services Consulting Media 245

Nerd's Eye View

APRIL 1, 2024

Advyzon and Panoramix competing against Orion)… with the question of whether they, too, will someday raise their prices as they gain traction as well? Advyzon and Panoramix competing against Orion)… with the question of whether they, too, will someday raise their prices as they gain traction as well?

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

The Big Picture

MARCH 2, 2023

’ The numbers tell a different story : Despite a stream of headlines last year about unionization drives throughout the nation, the share of American workers in unions fell to its lowest level on record. At Columbia, she did consulting work for numerous institutions before joining Soros Capital Management and S.A.C.

Electronics 278

Electronics Consulting Assets Media 278

Nerd's Eye View

JULY 10, 2024

And although TCJA's reputation as a broad tax cut might give the impression that everyone's tax rates would increase after its expiration, comparing the current Federal tax brackets with their estimated post-TCJA equivalents shows that a fair number of households will actually see their tax rates decrease.

Taxes 246

Taxes Clients Planning Numbers 246

Nerd's Eye View

SEPTEMBER 19, 2023

Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms. Welcome back to the 351st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jessica Polito.

Financial Advisor 237

Financial Advisor Fee Only Sales Clients 237

The Big Picture

MARCH 6, 2023

Barron’s ) • Why It’s So Hard for China to Shake the ‘Uninvestable’ Tag : In 2021, Goldman Sachs said the word was starting to feature in a number of client conversations about the country’s stocks. At Columbia, she did consulting work for numerous institutions before joining Soros Capital Management and S.A.C. Capital Advisors.

Retirement Planning 282

Retirement Planning Transportation Valuation Consulting 282

Nerd's Eye View

JANUARY 13, 2025

With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees.

Financial Advice 147

Financial Advice Ethics Financial Planning Education 147

Nerd's Eye View

AUGUST 28, 2023

In this Guest Post, Grier Rubeling, a transition consultant for RIAs and founder of Advisor Transition Services, offers a series of actionable tips to help advisors (and their clients) get through the 'Schwabitrade' transition smoothly.

Financial Advisor 246

Financial Advisor Distribution Clients Accounting 246

Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement.

Education 246

Education CFP Certification License 246

NAIFA Advisor Today

JANUARY 6, 2025

A much-anticipated feature of this edition is the annual indexed retirement and Social Security numbers for 2025, conveniently presented in an easy-to-reference table. For over 75 years, the Journal has been recognized as one of the best and most prestigious publications in the financial services field.

Financial Services 52

Financial Services Consulting Retirement Numbers 52

Nerd's Eye View

NOVEMBER 29, 2022

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Nerd's Eye View

OCTOBER 2, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Nerd's Eye View

OCTOBER 10, 2023

Grier is the founder of Advisor Transition Services, a consulting firm based in Cary, North Carolina, that helps advisors switch from one broker-dealer or custodian platform to another, often when breaking away from a larger firm to start up their own. Welcome to the 354th episode of the Financial Advisor Success Podcast !

Financial Advisor 243

Financial Advisor Clients Communication Consulting 243

Nerd's Eye View

JULY 25, 2022

Which we’ve witnessed first-hand here at Kitces.com, as the advisor community has engaged in record numbers with some of our recent articles on how best to advise clients through it all, and capitalize on the opportunities along the way.

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

The Chicago Financial Planner

FEBRUARY 8, 2023

Your full retirement age (FRA) is a key number for many aspects of Social Security. You should consult with the Social Security Administration, or a tax or financial advisor who is well-versed on Social Security regarding your specific situation. Is my Social Security subject to taxes once I reach my full retirement age?

Taxes 291

Taxes Retirement Financial Planner Financial Advisor 291

Nerd's Eye View

MARCH 28, 2023

Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results. Welcome back to the 326th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Erica Pauly.

Marketing 246

Marketing Marketing Financial Advisor Strategic Planning 246

The Chicago Financial Planner

NOVEMBER 27, 2022

Consult with your tax professional to determine when your employee contributions must be made. For those wishing to invest in alternative assets inside of their SEP or solo 401(k), a number of self-directed retirement plan custodians offer this option. I generally consider this a plan for the self-employed.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Zoe Financial

MARCH 24, 2025

Retail Sales (February): Headline number: rose 0.2% (below expectations of up 0.7%). Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Raised inflation outlook for 2025, and lowered GDP growth expectations for this year.

Marketing 52

Marketing Marketing Economics Taxes 52

Steve Sanduski

DECEMBER 10, 2024

Guest: Nikolee Turner , MEd, MBA, Managing Director, Business Consultant, Advisor Services at Charles Schwab. And so we, through our research, our Benchmarking Study insights, and the experience of our consultants, can help advisors prepare for their M&A interactions. Buyers are more sophisticated.

Communication 59

Communication Consulting Management Numbers 59

Inside Information

JANUARY 31, 2025

In one of my periodic e-messages to my mailing list (more than 8,000 advisors currently) I repeated a complaint that I constantly hear from Joel Bruckenstein and other leading tech consultants. But a number of readers got back to me with a reality check. The problem, they said, isnt a decision-making bottleneck.

Risk Tolerance 40

Risk Tolerance Consulting Estate Planning Wealth Advisor 40

International College of Financial Planning

NOVEMBER 18, 2024

However, everything started to change when I moved into IT consultancy. Later, when I transitioned into business and management consulting (for Healthcare/Pharma, MedTech, Biotech), I was constantly discussing industries, companies, and their financial performance. That thought stuck with me.

Education 52

Education Financial Planning Consulting Management 52

Nerd's Eye View

APRIL 7, 2025

This month's edition kicks off with the news that Wealthbox has announced it is planning to launch a new built-in AI meeting note tool that it seeks to integrate seamlessly with its existing CRM solution – which serves as a prominent warning for the many standalone AI meeting note tools like Jump and Zocks that have launched over the last few (..)

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Cornerstone Financial Advisory

NOVEMBER 11, 2024

6,7 Stocks finished the week with a number of records: the S&P 500 crossed the 6,000 mark, and the Dow breached 44,000 for the first time on Friday. If you’re unsure what your “numbers” are, schedule a visit with your doctor to monitor them and understand why each is important. Economic news that showed a 2.2

Marketing 52

Marketing Marketing Taxes Economics 52

Tobias Financial

NOVEMBER 4, 2024

Each horizontal dash represents one month, and each vertical bar shows the cumulative number of months for which returns were within a given 1% range (e.g., Professional advisors should be consulted before implementing any of the options presented. the tallest bar shows all months in which returns were between 1% and 2%).

Marketing 52

Marketing Marketing Asset Allocation Commission 52

Carson Wealth

OCTOBER 24, 2024

It’s important to note that some countries may require you to renew your visa regularly or meet residency conditions, like staying in the country for a specific number of months each year. Always consult with a local real estate expert or legal advisor who understands the nuances of foreign property ownership.

Retirement 143

Retirement Healthcare Taxes Medical 143

Harness Wealth

MARCH 6, 2025

This fundamental difference in tax structure is the source of a number of tax filing errors. On the whole, its advisable to consult a tax adviso r to develop a dependable tax plan. Professional services: Fees paid to accountants, lawyers, consultants, or other professionals for business-related advice.

Taxes 52

Taxes Consulting Professional Services Tax Planning 52

Harness Wealth

FEBRUARY 19, 2025

EIN/Tax ID: Enter the company’s EIN or other applicable tax identification number. Confirmation and download your proof of filing After successful submission, you will receive a confirmation page with a confirmation number. Consult the FinCEN website for the most current deadlines. employees and $5+ million in U.S.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Trade Brains

OCTOBER 27, 2024

Bonus issues raise the total number of a company’s outstanding shares, making each share less valuable on paper while increasing market liquidity. Please consult your investment advisor before investing. As a result, the stock price has been adjusted to reflect this change. The post Why did Reliance stock fall by 50%?

Financial Services 64

Financial Services Investment Advisor Planning Consulting 64

Carson Wealth

SEPTEMBER 5, 2024

Here are some tips to protect yourself: Guard your Medicare number: Treat your Medicare number like you would a credit card number. Unfortunately, Medicare scams are common, and they often target seniors who may be unfamiliar with the system. Never give it out over the phone unless you initiated the call.

Healthcare 141

Healthcare Medical Planning Retirement 141

Cornerstone Financial Advisory

OCTOBER 28, 2024

On Tuesday, Standard & Poor’s reported that the number of stocks above their 20-day moving average fell to nearly 50 percent. Tip adapted from Healthline 10 Weekly Riddle… How many times can you subtract the number 75 from 7,500? Please consult your financial professional for additional information.

Marketing 52

Marketing Marketing Taxes Economics 52

Indigo Marketing Agency

MARCH 19, 2025

Use bullet points or numbered lists to break down information. Book a consult call to learn more about how we can help you grow your practice faster and with less stress. Because people scroll quickly and dont have time to decipher complicated language. Action Steps: Keep sentences short and to the point.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Tip adapted from Green Matters 9 Weekly Riddle… A palindrome is any word, phrase, or number that reads the same, either forward or backward. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

Marketing 52

Marketing Marketing Taxes Economics 52