Nerd's Eye View

OCTOBER 8, 2024

Welcome to the 406th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Michael Kramer. Michael is the manager of Natural Investments, an RIA based in San Francisco, California that has offices across the country, overseeing $1.9 Read More.

Financial Advisor 246

Financial Advisor Clients Distribution Planning 246

Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses. At the same time, adoption can be expensive, with costs that can add up to $70,000 or more.

Taxes 246

Taxes Planning Financial Advisor Strategic Planning 246

Nerd's Eye View

JUNE 25, 2024

Welcome to the 391st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Christopher Jones. Chris is the founder of Sparrow Wealth Management, an RIA based in Orlando, Florida, that oversees approximately $110 million in assets under management for 68 client households. Read More.

Clients 242

Clients Financial Advisor Financial Planning Planning 242

Nerd's Eye View

JANUARY 4, 2023

Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. Further, given that a client’s monthly distributions will almost certainly change at some point when implementing a guardrails strategy, they must understand what this means in practical terms.

Retirement 246

Retirement Distribution Retirement Planning Asset Allocation 246

Nerd's Eye View

NOVEMBER 4, 2022

And while Schwab executives have asked advisors for patience amid the transition, some advisors currently on TD’s platform could choose from a range of alternative custodial options rather than be subsumed into the Schwab ecosystem.

Financial Planner 240

Financial Planner Financial Advisor Retirement Planning Medical 240

Nerd's Eye View

AUGUST 1, 2022

Welcome to the August 2022 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 financial advisors!

Financial Planning 246

Financial Planning Financial Advisor Commission Planning 246

WiserAdvisor

AUGUST 31, 2023

Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. The benefits of having a financial advisor extend far beyond your working years.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

WiserAdvisor

FEBRUARY 21, 2023

If you wish to learn more about financial planning for elders, consider consulting with a professional financial advisor who can guide you on the same. Read below to understand how the elderly are vulnerable to being scammed financially, and how hiring a financial advisor could help protect them from fraud.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Nerd's Eye View

DECEMBER 23, 2022

From gradually raising the RMD age to 75 to expanding opportunities to make Roth-style contributions, to increasing the annual limit for Qualified Charitable Distributions, this legislation will likely impact nearly all financial planning clients!

Financial Planner 246

Financial Planner Financial Planning Retirement Planning Budgeting 246

Nerd's Eye View

DECEMBER 4, 2023

Welcome to the December 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 financial advisors!

Financial Advisor 246

Financial Advisor Clients Planning Distribution 246

Nerd's Eye View

AUGUST 29, 2023

Welcome back to the 348th episode of the Financial Advisor Success Podcast ! Jeff is the Owner and Founder of Cypress Financial Planning, an independent RIA based in Haddon Heights, New Jersey, that oversees $275 million in assets under management for 380 client households. My guest on today's podcast is Jeff Jones.

Planning 245

Planning Clients Financial Planning Financial Advisor 245

The Chicago Financial Planner

AUGUST 24, 2021

I’d like to tell you that the problem emanates only from financial advisors who sell product, but sadly two former presidents of NAPFA, the country’s largest organization of fee-only advisors , were been implicated in fraud cases in recent years. FINANCIAL WRITING. Related Posts: Choosing A Financial Advisor? -

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

Darrow Wealth Management

OCTOBER 24, 2022

For example, what’s the best time of year to take required minimum distributions, how to reinvest it, or if you can avoid paying tax on RMDs. And while there isn’t just one best way for everyone to take required minimum distributions, there’s probably one way that works best for you. Yes, you can reinvest your RMD.

Distribution 80

Distribution Taxes Retirement Accounting 80

Wealth Management

APRIL 25, 2023

The income fund will be distributed through Ares Wealth Management Solutions, the parent’s retail business, and sold through registered investment advisers and financial advisors in the US.

Wealth Management 130

Wealth Management Clients Distribution Financial Advisor 130

Nerd's Eye View

MAY 1, 2023

Welcome to the May 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 financial advisors!

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 246

Financial Planner Retirement Taxes Insurance 246

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 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 financial advisors!

Retirement Planning 246

Retirement Planning Startup Compliance Clients 246

Nerd's Eye View

NOVEMBER 1, 2023

There are many tax planning strategies that allow financial advisors to demonstrate the ongoing value they provide to clients in exchange for the fees they charge. Part of this value is understanding the detailed nuances that make a strategy effective and implementing it correctly, avoiding issues with the IRS down the line.

Taxes 246

Taxes Accounting Clients Retirement Planning 246

Indigo Marketing Agency

JULY 8, 2023

Summer is here, and if you’re a financial advisor, you’re probably dreaming of sandy beaches, picturesque sunsets, and sipping refreshing tropical beverages. Timely Content Distribution: Consistency is key in building your brand and nurturing client relationships. That’s where Indigo Marketing Agency comes in!

Financial Advisor 69

Financial Advisor Marketing Marketing Distribution 69

Indigo Marketing Agency

AUGUST 18, 2021

If you feel like you’re in a crowded space as a financial advisor, it’s because you are. There are over 300,000 advisors in this country (including seven in my office building alone). The financial services industry is getting more and more competitive every single year. The other two guys didn’t.

Financial Advisor 64

Financial Advisor Retirement Distribution Financial Services 64

Harness Wealth

JANUARY 29, 2025

Qualified Charitable Distributions (QCDs) QCDs are direct transfers of funds from an individual retirement account (IRA) to a qualified charity. or older, QCDs offer a strategic way to contribute to charity while meeting required minimum distribution (RMD) obligations. Available to taxpayers aged 70.5 Starting at $1,500 per year.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Sara Grillo

JULY 8, 2022

Here are real accounts of what a day in the life of a financial advisor entails, from real professional financial advisors. Why did I find it necessary to write about the day in the life of a financial advisor? I am a CFA® charterholder and financial advisor marketing consultant.

Financial Advisor 59

Financial Advisor Financial Planner Clients Financial Planning 59

eMoney Advisor

JANUARY 20, 2023

Changes for qualified charitable distributions (QCDs). Roth funds no longer being subject to RMD in workplace retirement accounts such as 401(k) plans. Multiple updates to catch-up contributions, including the addition of special catch-up contributions for employees aged 60-63. Changes for qualified longevity annuity contracts (QLACs).

Financial Advisor 89

Financial Advisor Retirement CFP Financial Planning 89

Carson Wealth

DECEMBER 10, 2024

Whether the structure you decide on is simple or complex, be sure to discuss the tax implications with your tax or financial advisor. If youve received a financial windfall , have a specific asset to donate, or want to support a specific event or project, you can make a one-time donation. Document your strategy. Spread the word.

Taxes 52

Taxes Distribution Financial Advisor Assets 52

Carson Wealth

MARCH 14, 2024

If you’re not familiar with how to accomplish this consult a financial advisor. This could be your first opportunity to work with a financial advisor and learn about the financial planning process. Take advantage of this time with the financial advisor to make sure you’re on the right track.

Financial Advisor 143

Financial Advisor Consulting Taxes Retirement 143

Darrow Wealth Management

APRIL 21, 2025

No required minimum distributions (RMDs) for the original account owner Unlike IRAs and qualified retirement plans, a Roth IRA is unique in that required minimum distributions are not required during the original account owners lifetime. Always consider the specifics of your tax situation and financial goals.

Retirement 54

Retirement Retirement Planning Taxes Accounting 54

FMG

OCTOBER 28, 2022

Perhaps there is no more effective and reliable strategy than distributing testimonials from happy clients. Until very recently, Financial Advisors faced severe restrictions on sharing client testimonials online. The post 4 Video Marketing Ideas for Financial Advisors appeared first on FMG Suite. Market updates .

Financial Advisor 64

Financial Advisor Marketing Marketing Communication 64

Indigo Marketing Agency

OCTOBER 28, 2024

We specialize in helping financial advisors create authentic, heartfelt holiday greeting videos that reflect their unique brand and voice. Email Campaign & Social Media Integration Once your video is ready, we help you distribute it through a well-coordinated email campaign and across your social media platforms.

Clients 52

Clients Wealth Advisor Financial Advisor Wealth Management 52

Nerd's Eye View

AUGUST 1, 2023

Welcome back to the 344th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brad Barrett. Brad is the Managing Director and Partner of One Capital Management, an independent RIA based in Westlake Village, California, with locations across the country, that oversees $5.3 Read More.

Financial Advisor 130

Financial Advisor Media Clients Management 130

Carson Wealth

MARCH 21, 2025

You can specify that a certain (typically low) percentage of the assets are to be distributed and used by the specified charities each year. Or you can direct the endowment to keep the principal intact and distribute only the investment income, making the endowment virtually permanent. 7727688.1.

Distribution 52

Distribution Nonprofit Government Taxes 52

Midstream Marketing

SEPTEMBER 24, 2019

The Top 15 Financial Advisor Website Calculators You Need to Be Aware Of. As someone who has devoted a lot of time to generating predictable leads for independent financial firms over the last decade, I see a lot of people fall into the same basic trap again and again. The Power of Financial Advisor Calculators.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Indigo Marketing Agency

AUGUST 13, 2024

Being a financial advisor is a lot of things, but it’s not glamorous. Consider a financial advisor with 100 existing clients averaging $1M in assets each. For step-by-step information and strategies to take your email marketing to the next level, take a look at The Ultimate Guide to Email Marketing for Financial Advisors.

Financial Advisor 52

Financial Advisor Strategic Planning Media Communication 52

Nerd's Eye View

MARCH 23, 2023

Offering financial advice can mean many things for different financial advisors, and there are many reasons that advisors choose to join the planning profession.

Financial Advice 130

Financial Advice Communication Financial Planning Marketing 130

Sara Grillo

JANUARY 26, 2024

If you’re about to send that financial advisor newsletter – STOP and read these tips before you click “send.” I am a CFA® charterholder and financial advisor marketing consultant. I am a CFA® charterholder and financial advisor marketing consultant. Please sign up here !

Financial Advisor 52

Financial Advisor Consulting Management Distribution 52

FMG

NOVEMBER 7, 2022

Each year, we go to LinkedIn to discover some great of the best gifts advisors are giving their clients. 10 Great Gifts Financial Advisors Can Give Clients This Holiday Season. The post 10 Client Gifts Financial Advisors Can Give This Holiday Season appeared first on FMG Suite. Below are some of our favorites.

Financial Advisor 59

Financial Advisor Clients CFP Estate Planning 59

Fortune Financial

MARCH 7, 2024

The author, as well as employees and clients of Fortune Financial Advisors, LLC may hold positions in any stocks mentioned, though that is subject to change at any time. The post How The Interstate Highway System Changed American Industry appeared first on Fortune Financial Advisors.

Retail 141

Retail Distribution Financial Advisor Manufacturing 141

FMG

MARCH 22, 2023

These are just some of the reasons that you see so many financial advisors starting to add blogs to their regular content schedule. For that exact reason, we’ll be showing you the best way to create a financial advisor blog. In addition, 60% of companies that blog see higher customer acquisition.

Financial Advisor 52

Financial Advisor Engineering Retirement Wealth Advisor 52