Nerd's Eye View

JUNE 3, 2024

Welcome to the June 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!

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Abnormal Returns

JULY 26, 2023

Our lives, the economy, and the markets are constantly in flux." blas.com) Personal finance Eight things to look for in a financial advisor including 'a fiduciary duty.' whitecoatinvestor.com) A look at ways to provide inter-generational wealth transfer absent a trust including 529 plans.

Fiduciary Duty 244

Fiduciary Duty Retirement Financial Advisor Investing 244

Integrity Financial Planning

SEPTEMBER 26, 2022

There is no simple fix for getting ready for a rocky economy – what is right for you may vary based on your unique financial situation, goals, and retirement timelines. We might see sustained inflation, more market volatility, and an overall tighter economy. Why Meet with a Financial Advisor?

Financial Advisor 98

Financial Advisor Retirement Planning Marketing Marketing 98

Zoe Financial

APRIL 7, 2025

For investors, this may be a time to revisit your financial plan, not to panic. Consider speaking with a financial advisor about risk tolerance and strategies like tax loss harvesting. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Economies and markets fluctuate.

Marketing 81

Marketing Marketing Risk Tolerance Financial Advisor 81

Nerd's Eye View

DECEMBER 26, 2023

Welcome to the 365th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Rob Nelson. Rob is the CEO and Founder of NorthRock Partners, an RIA based in Minneapolis, Minnesota, that oversees $5 billion in assets under management for 1,500 client households. Read More.

Financial Advisor 204

Financial Advisor Clients Assets Insurance 204

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.

Economics 246

Economics Marketing Marketing Economy 246

Nerd's Eye View

OCTOBER 2, 2023

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 financial advisors!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Zoe Financial

JANUARY 28, 2025

If a financial advisor 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 financial plan to accomplish them. Economies and markets fluctuate.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Nerd's Eye View

MAY 22, 2024

Further, critics of non-compete agreements argue that they restrict dynamism in the overall economy by making it harder for businesses to hire (as the pool of applicants will be smaller in industries where non-competes are prevalent ), and for employees subject to non-competes to start new companies.

Financial Advice 246

Financial Advice Commission Clients Financial Advisor 246

Nerd's Eye View

SEPTEMBER 28, 2022

Welcome back to the 300th episode of the Financial Advisor Success Podcast ! Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households. Read More.

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

Zoe Financial

DECEMBER 28, 2024

E xample : If you identify as a financially savvy individual, youre more likely to automate your savings, track your credit score, and stick to your spending plan. Example : Set up an automatic transfer to your savings account after every paycheck or schedule monthly check-ins with your financial advisor.

Estate Planning 40

Estate Planning Financial Advisor Accounting Wealth Advisor 40

International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Carson Wealth

FEBRUARY 4, 2025

Also, like most UHNW individuals, you may have income from several sources like investments, real estate, and business interests that may require special tax planning. Navigating these tax issues can be incredibly complex, necessitating a comprehensive compliance and risk management plan. Estate taxes also offer challenges.

Risk Management 52

Risk Management Compliance Taxes Management 52

Walkner Condon Financial Advisors

AUGUST 5, 2022

With all of the issues that our economy faced as we clawed back from the COVID-induced market downturn, the Fed was hesitant to raise rates too quickly, as it tried to navigate more pressing economic matters. . The Fed continued to keep interest rates low as they injected the economy with new money in the early stages of COVID-19.

Certified Financial Planner 98

Certified Financial Planner Financial Advisor Financial Planner Fee Only 98

Integrity Financial Planning

JULY 28, 2022

How should your financial plan be revised over time? Financial uncertainty in the market is giving a lot of people a lot of anxiety. You’ve got to focus more on your particular situation as opposed to the big picture of the country, the economy, or whatever because you can’t do anything about a lot of things.

Financial Planning 98

Financial Planning Financial Advisor Economy Planning 98

Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. To understand how it may apply to you so you can achieve your long-term goals, turn to your team and your trusted financial advisors.

Investments 139

Investments Investing Economy Economics 139

Carson Wealth

FEBRUARY 6, 2025

Whether you are saving for retirement, running a business, or planning for your family’s future, these updates could affect your financial decisions throughout the year. While some changes simply adjust for inflation, others create brand new opportunities to strengthen your financial position.

Taxes 64

Taxes Retirement Tax Planning Planning 64

Walkner Condon Financial Advisors

JANUARY 30, 2024

One definition , according to a speech delivered by Tom Barkin, the President of the Federal Reserve Bank of Richmond, is “where inflation completes its journey back to normal levels while the economy stays healthy”. One might then wonder 1) what are normal inflation levels and 2) what defines a healthy economy. during this period.

Economy 75

Economy Financial Advisor Banking Economics 75

FMG

MAY 8, 2024

As a financial advisor, there are numerous ways to market to your target audience. For that reason, we’ll be going over how content marketing works, why it’s beneficial to advisors, and then 5 content marketing tips for financial advisors. You MUST plan out how you want your marketing strategy to go.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Indigo Marketing Agency

MARCH 14, 2023

As a financial advisor, it’s crucial to effectively communicate this event to your clients to help them understand the potential impact it may have on their investments and overall financial well-being. By doing so, you can help them make informed decisions about their financial future.

Communication 98

Communication Banking Clients Financial Advisor 98

The Irrelevant Investor

MARCH 11, 2021

And "How do I become a financial advisor?" The people at this agency held themselves out as financial planners. If you're trying to become a financial advisor, you're going to need a little bit of luck too. When the economy reopens, I would walk into one and see what roles are available. One more idea.

Financial Advisor 52

Financial Advisor Insurance Financial Planner Clients 52

Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. While we are worried about public health and the economy, there isn’t much we can do to help. That’s why I’m excited to share the top books for financial advisors in 2020. That’s why I’m excited to share the top books for financial advisors in 2020.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Integrity Financial Planning

MAY 4, 2022

With inflation soaring, the Fed is planning to make aggressive moves to slow the economy with rate hikes. If the Fed is being aggressive, how aggressive should the retirement saver be with their plan? A good financial advisor will walk you through the projections and help you understand if you are really ready to retire or not.

Planning 52

Planning Retirement Retirement Planning Healthcare 52

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. The record-high credit card debt presents a significant challenge for both individuals and the economy.

Financial Planning 59

Financial Planning Planning Financial Advisor Budgeting 59

FMG

AUGUST 2, 2023

Every financial advisor wants to find the best ways to bring free traffic to their site. 10 Top Free Traffic Sources for Financial Advisor Websites What really brings in an audience is being able to grab their attention from multiple different sources. In many cases, generating traffic can be nearly free.

Financial Advisor 52

Financial Advisor Media Clients Marketing 52

Indigo Marketing Agency

APRIL 23, 2020

Marketing In A Crisis For Financial Advisors (Free Webinar). The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. We’re going to talk about how to market during a crisis for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. Trust is the foundation of a successful financial planning practice.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Zoe Financial

JANUARY 27, 2025

The Five Phases of Retirement Planning Published January 29, 2025 Reading Time: 2 minutes Written by: The Zoe Team Retirement is a journey with distinct phases, each requiring its own focus and preparation. Understanding these phases can help you approach your financial future with clarity and confidence. Ready to Grow Your Wealth?

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Yardley Wealth Management

DECEMBER 23, 2022

The post The Stock Market is Not the Economy appeared first on Yardley Wealth Management, LLC. The Stock Market is Not the Economy. I think that the economy and the stock market always diverge, and the stock market is way more volatile than the economy. They are not the same thing.

Economy 52

Economy Marketing Marketing Wealth Management 52

Zoe Financial

JANUARY 17, 2024

Zoe Wins NerdWallet’s 2024 Best-Of Awards For Best Online Financial Advisor Published January 17th, 2024 Reading Time: 2 minutes Written by: Zoe Team Three in a row! Zoe Financial is NerdWallet’s 2024 Best-Of Awards winner for Best Online Financial Advisor*.

Financial Advisor 45

Financial Advisor Wealth Management Clients Financial Guidance 45

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. The record-high credit card debt presents a significant challenge for both individuals and the economy.

Financial Planning 52

Financial Planning Planning Financial Advisor Budgeting 52

James Hendries

SEPTEMBER 7, 2022

economy was in a recession, up from 53% in June and 48% in May.1 The NBER defines a recession as “a significant decline in economic activity that is spread across the economy and lasts more than a few months.” The economy added 372,000 jobs in June, the third consecutive month of gains in that range.

Economy 52

Economy Economics Retail Tax Planning 52

Integrity Financial Planning

JUNE 7, 2023

Diversification means spreading your investments across different asset classes and industries, such as stocks, bonds, and real estate in different sectors of the economy. Fees are sometimes essential to recieving high-quality financial advice, but high fees can also eat away at your returns over time.

Risk Tolerance 85

Risk Tolerance Investing Investments Retirement 85

Integrity Financial Planning

JULY 3, 2023

Interest rates already increased in the past year due to inflation-fighting Federal Reserve monetary policies, but a default would cause them to go even higher due to falling credit ratings and the global lack of confidence in the stability of the US economy. 5] How Can You Prepare for Such an Occurrence?

Government 98

Government Risk Management Budgeting Taxes 98

WiserAdvisor

FEBRUARY 2, 2023

An economy in a recession may experience unemployment, job losses, business closures, declining incomes, low trade, industrial activity, etc. Plan your future finances Significant life events such as a wedding, a house purchase, planning to have a baby, adopting pets, and other similar things can be financially taxing.

Financial Advisor 74

Financial Advisor Economics Planning Risk Tolerance 74

Integrity Financial Planning

JULY 24, 2023

One strategy that can be important for retirement is to plan around inflation. If you are looking for someone to guide you through the process of retirement planning, consider reaching out to one of our financial advisors today for a complimentary review of your finances.

Retirement Planning 90

Retirement Planning Financial Planning Retirement Planning 90