Education Financial Advice Financial Advisor 
Carson Wealth
JANUARY 8, 2025
While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor 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.
Nerd's Eye View
JANUARY 10, 2025
Notably, the new law could affect a range of advisory firm clients, with those who were subject to WEP/GPO and currently receive Social Security standing to see a bump in their benefits while individuals subject GPO who didn't file for Social Security spousal benefits (because they would have been eliminated by GPO reductions) could find that they (..)
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Nerd's Eye View
JULY 19, 2022
Welcome back to the 290th episode of the Financial Advisor Success Podcast ! Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. Read More.
Nerd's Eye View
JULY 17, 2023
In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.
Nerd's Eye View
MAY 7, 2024
Welcome to the 384th episode of the Financial Advisor Success Podcast ! Hannah is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.
Nerd's Eye View
JANUARY 13, 2025
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. In reality, though, the robos struggled to gain traction, and the human financial advice business just continues to grow.
Midstream Marketing
OCTOBER 29, 2024
Key Highlights Millennials can benefit a lot from getting financial advice. Right now, few of them use advisors regularly. You should change your marketing approach to meet the specific financial needs and interests of millennials. Listen to their concerns and adjust your financial advice to align with their goals.
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