Nerd's Eye View

FEBRUARY 6, 2025

For most prospects, showing up comfortably and feeling their very best can be challenging when they don't know what to expect – whether it's where to park, how formal the meeting will be, or whether they need to bring any financial documents.

Communication 195

Communication Clients Financial Advisor Sales 195

Wealth Management

JULY 26, 2023

New York court allows minority owner to obtain information despite attorney-client privilege.

Clients 246

Clients 246

Harness Wealth

MARCH 14, 2025

For many small tax firms, the process of collecting client tax documents can be a time-consuming and a prolonged process. The good news is that technology solutions, like Harness, can streamline document collection and transform the way tax professionals work. Client experience is another area where manual processes fall short.

Taxes 52

Taxes Compliance Tax Planning Clients 52

Nerd's Eye View

JANUARY 9, 2025

Similarly, investigating offerings that clients don't engage with – such as document vaults that they rarely use – can reveal where advisors can focus less effort, giving them more time to focus on what really does make a difference.

Financial Advice 228

Financial Advice Asset Allocation Clients Wealth Management 228

Wealth Management

APRIL 9, 2025

Learn about institution selection, documentation and appraisal requirements. Essential steps for high-net-worth individuals to donate art for tax deductions.

Taxes 264

Taxes 264

Wealth Management

OCTOBER 10, 2024

The emails started around Wednesday with an attached PDF document that the brokerage regulator warned could include “malicious” content.

306

306

Nerd's Eye View

JANUARY 23, 2025

Providing sample documents or links to sources for tone or substance may be helpful. To use them effectively, it can be helpful to assign ChatGPT a role (e.g., “You are my executive producer” or “You are a marketing director”) and define a clear objective.

Financial Advisor 244

Financial Advisor Clients Communication Financial Planning 244

oXYGen Financial

APRIL 3, 2025

Now, you might be wondering what to do with all the legal documents, receipts, and business papers used in your return. Which Tax Documents Should You Keep and for How Long? As a general rule, you should retain all tax-related documents for at least. ]] What should you keep, and what can you discard?

Taxes 98

Taxes 98

Wealth Management

JUNE 11, 2024

Instead of simply a question-and-answer format, Brightwave reports are “living documents” that can be expanded and manipulated based on an advisor’s interests.

289

289

Wealth Management

JUNE 10, 2024

The Document-to-Portfolio tool aims to allow users to upload images or PDF files of account statements from brokerages and banks, automatically populate account transfer details and receive real-time financial analysis.

Accounting 290

Accounting Banking Portfolio 290

Wealth Management

DECEMBER 22, 2023

Potential failures range from cyber theft to fee inflation to document mismanagement.

Retirement Planning 298

Retirement Planning Retirement Planning 298

Wealth Management

JUNE 27, 2023

Wealth.com's Ester is a proprietary model that can read and restate documents and hold both short and long-term memories of previous client actions.

Estate Planning 306

Estate Planning Planning Clients 306

Wealth Management

NOVEMBER 29, 2023

Draft estate planning documents with flexibility to account for a future diagnosis.

Estate Planning 289

Estate Planning Accounting Planning 289

Wealth Management

FEBRUARY 27, 2024

Coordinate the terms with the client’s estate-planning documents.

Estate Planning 277

Estate Planning Planning 277

Indigo Marketing Agency

SEPTEMBER 16, 2023

LinkedIn Documents. In this guide, we’ll show you how to harness the power of LinkedIn Documents and unveil eight game-changing tactics to connect with top-tier clients. With the potential to share extensive documents, incorporating LinkedIn Documents into your marketing strategy can be a game-changer. The secret weapon?

Marketing 97

Marketing Marketing Education Clients 97

Wealth Management

MARCH 18, 2025

Considerations for different industries and how they affect legal documentation.

246

246

Wealth Management

DECEMBER 18, 2023

s document business. DocuSign, which went public in 2018, has been hurt by increasing competition from Adobe Inc.’s

Sales 266

Sales 266

Wealth Management

NOVEMBER 28, 2023

In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation.

264

264

Wealth Management

MARCH 15, 2024

Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a syndicated conservation easement. Christopher P.

Valuation 260

Valuation 260

Wealth Management

JULY 26, 2023

They didn’t meet documentation requirements, and their appraisals contained valuation misstatements.

Valuation 246

Valuation 246

Wealth Management

JULY 14, 2023

A Michigan jury deemed a handwritten document found in between Aretha’s couch cushions a valid will.

246

246

Wealth Management

AUGUST 16, 2023

authorities of information—and personal identification documentation—concerning beneficial ownership of nearly all U.S. The CTA broadens reporting to U.S. companies as well as foreign companies doing business in America.

Clients 246

Clients 246

Wealth Management

JANUARY 10, 2023

million common shares of FTX Trading, bankruptcy court documents show. Brady, formerly a prominent FTX booster, owns more than 1.1

229

229

The Reformed Broker

JANUARY 28, 2023

Nathan is the author of the new book For Blood and Money, which documents the story behind the biggest winners the stock market has ever. We had a great time learning from Nathan Vardi this week.

Management 258

Management Marketing Marketing 258

Nerd's Eye View

APRIL 3, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: FP Alpha unbundles its Estate Planning Lab solution for automatically reading and summarizing clients' estate planning documents available as a stand-alone option, and rolls out a new P&C Insurance Snapshot tool, (..)

Estate Planning 246

Estate Planning Financial Planning Wealth Management Clients 246

Abnormal Returns

JULY 4, 2024

wsj.com) How the NDA became the defining legal document of the day. (asteriskmag.com) Longreads America is thriving in spite of government ineptitude. notboring.co) Average traffic speeds in Manhattan are the worse they have ever been. thecut.com) The combination of AI, robots and weapons is inevitable.

Insurance 272

Insurance Government 272

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

MainStreet Financial Planning

JANUARY 23, 2025

Review Your Estate Planning Documents Take some time to review the key documents in your estate plan, such as your will, power of attorney, and property deeds. Prepare for Tax Season Organize your tax documents in one central locationwhether its a folder, box, or basketto avoid scrambling when its time to file.

Estate Planning 77

Estate Planning Budgeting Taxes Insurance 77

Nerd's Eye View

NOVEMBER 22, 2023

Once they are comfortable with the information and documents that have been shared, they can sign a Letter Of Intent that, while still high-level, provides enough detail about the proposed transaction for the seller to make an informed decision about whether to proceed.

Compliance 246

Compliance Sales Financial Advisor Financial Planning 246

Nerd's Eye View

FEBRUARY 20, 2025

For example, the advisor may frame a second meeting as an opportunity to review documents while having paperwork ready for those who are still ready to proceed. Advisors can strike a middle ground if they want (or need) a longer prospecting process without disempowering the ready-to-commit prospect.

Clients 147

Clients Communication Financial Advisor Planning 147

Nerd's Eye View

APRIL 8, 2025

In this episode, we talk in-depth about how Seth built and provides his input deliverable (which calculates the appropriate amount of tax-exempt housing allowance pastors can take based on their individual circumstances, and even prepares a request and subsequent resolution that the Church's Board can then use) to demonstrate his expertise to prospective (..)

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

The Big Picture

MAY 28, 2023

A painstakingly documented new book by Jonathan Howard, a neurologist at New York University and a veteran debunker of the pseudoscience contaminating our efforts to fight the pandemic. My Sunday morning look at incompetency, corruption and policy failures: • We Want Them Infected : These ‘experts’ sold the U.S.

Accounting 299

Accounting Medical Numbers Assets 299

Nerd's Eye View

JANUARY 24, 2024

Moreover, even if durability is established, it's important to distinguish between an immediate POA, which is effective as soon as the document is signed, and a springing POA, which won't be effective until the grantor becomes incapacitated, and that incapacitation has been certified by a doctor as well! Unfortunately, nearly half of all U.S.

Estate Planning 246

Estate Planning Accounting Clients Planning 246

Nerd's Eye View

JANUARY 24, 2024

Moreover, even if durability is established, it's important to distinguish between an immediate POA, which is effective as soon as the document is signed, and a springing POA, which won't be effective until the grantor becomes incapacitated, and that incapacitation has been certified by a doctor as well! Unfortunately, nearly half of all U.S.

Clients 246

Clients Estate Planning Accounting Planning 246

Harness Wealth

APRIL 17, 2025

We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year. We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year. Travel, meals, and supplies must directly relate to legitimate business activities.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Abnormal Returns

APRIL 24, 2024

vox.com) What financial documents you need to hold onto. (tonyisola.com) How to bunch your charitable donations to maximal effect. forbes.com) The financial reasons couples are cohabitating before marriage. wapo.st) Everybody needs a will, everybody. crr.bc.edu) Costco ($COST) gold bar buyers are seeing the downsides of holding physical gold.

Insurance 261

Insurance Math Retirement Education 261

Abnormal Returns

AUGUST 14, 2023

safalniveshak.com) Six documents to have in place before your child goes off to college. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. newsletter.abnormalreturns.com) Mixed media Seven life lessons for a new college student. wsj.com)

Financial Advising 245

Financial Advising Media Banking Economy 245