Nerd's Eye View

NOVEMBER 11, 2024

Marketing activities such as brand development, event planning, and content strategy often demand skills outside advisors' typical expertise and interest. Advisors might consider outsourcing roles such as social media management, search engine optimization, web development, event management, and performance analytics, among other options.

Marketing 246

Marketing Marketing Communication Engineering 246

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. DeVoe & Company).

Clients 52

Clients Planning Education Communication 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. DeVoe & Company).

Clients 52

Clients Planning Education Communication 52

The Big Picture

NOVEMBER 27, 2024

We rarely understand fully how each new event will impact all of the others that came before it and how the next events in time will affect what preceded it. Hey, someone’s dart will come closest to the target, but I defy you to identify in advance whose dart it will be. Investors should consider this when they create a portfolio.

Economy 200

Economy Retail Portfolio Assets 200

FMG

DECEMBER 10, 2024

The holiday season is the perfect time to host an event and do just that. Hosting a holiday event not only showcases your gratitude but also reinforces your personal connection with your clients. To help you plan a memorable and enjoyable event, we’ve gathered some of the best ideas from your peers.

Financial Advisor 52

Financial Advisor Clients Education Planning 52

Nerd's Eye View

MARCH 19, 2024

We also talk about how Meredith's realization that women who outearn their male partners are more apt to involve those partners in financial decisions than men would be, lead her to focus her advisory niche on women senior executives and entrepreneurs who are the household breadwinners, Meredith's whirlwind experience in being accepted as a speaker (..)

Financial Advisor 189

Financial Advisor Recruitment Clients Assets 189

Nerd's Eye View

NOVEMBER 18, 2024

For example, while some speakers discussed how AI leverages data at scale, others, like Sindhu Joseph of CogniCor, highlighted how the platform identified life events and changes (such as the birth of a child) to prompt timely, personalized advisor outreach.

Financial Advice 246

Financial Advice Clients Portfolio Marketing 246

The Big Picture

SEPTEMBER 16, 2022

I cannot recall ever being at an event where everyone – EVERYONE – was so happy. On the beach, it was gorgeous and sunny and occasionally hot but it was unlike any event they had ever attended. By the second day of the event, the FOMO was palpable. It was much more than just a post-pandemic Yay! We got out of town!

Financial Planning 340

Financial Planning Financial Advice Food Financial Advisor 340

Wealth Management

SEPTEMBER 8, 2023

The ninth-annual event featured 105 awards presented to 84 companies and individuals from a pool of 225 finalists.

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Wealth Management

AUGUST 6, 2024

Financial advisors view the market correction as a normal course of events and a good buying opportunity. Market volatility is my best friend,” one advisor said. This is an opportunity to show clients why they pay us a fee, to navigate difficult times with a rock steady approach.”

Clients 317

Clients Financial Advisor Marketing Marketing 317

Nerd's Eye View

FEBRUARY 18, 2025

In this episode, we talk in-depth about how Sebastian hired a team member to become a quality control specialist (and has now added a second) specifically to follow up with clients after meetings to ask about their experience with both their advisor as well as with other departments in the firm with which they interact (from the front desk to operations), (..)

Financial Planning 146

Financial Planning Clients Planning Wealth Advisor 146

Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

Financial Planner 246

Financial Planner Financial Advice Retirement Financial Advisor 246

Calculated Risk

MARCH 7, 2025

We will hold outreach events around the country involving a wide range of parties, including Fed Listens events. The 2 percent longer-run inflation goal will be retained and is not a focus of the review. This public review will be familiar to those who followed our process five years ago. We are open to new ideas and critical feedback.

Economics 162

Economics Economy Food Communication 162

Nerd's Eye View

NOVEMBER 27, 2024

Additionally, life events that change a client's financial circumstances, such as retirement, receiving a windfall, or selling a business, can be ideal opportunities to revisit charitable giving as part of a client's evolving financial and personal goals.

Clients 242

Clients Education Financial Planner Planning 242

The Big Picture

MARCH 28, 2024

The explanatory stories that people find compelling are simple; are concrete rather than abstract; assign a larger role to talent, stupidity, and intentions than to luck; and focus on a few striking events that happened rather than on the countless events that failed to happen. He helped humanity move forward.

Manufacturing 340

Manufacturing Economy Marketing Economics 340

The Reformed Broker

MARCH 12, 2023

Financial conditions are now contracting hard due in part to the events of this week but also because monetary policy operates on a lag – and the first Fed Funds hike of the cycle. I feel pretty confident in making this call, and I don’t make market calls very often: We have seen the top for 2-year Treasury yields. The post Top.

Marketing 361

Marketing Marketing 361

Wealth Management

SEPTEMBER 26, 2023

Life events or job changes can be a great client touchpoint around the need for review of client health insurance.

Insurance 314

Insurance Planning Clients 314

The Reformed Broker

OCTOBER 3, 2022

You will be familiar with the sequence of these events. I’m going to tell you a quick story in the order in which it happened. You were there. But you may not have reached the shocking conclusion that I have. At least not yet. Wait for it… Our story begins in 2019… It was the best of times, it was the best of times.

Assets 364

Assets 364

Wealth Management

JUNE 24, 2024

Bradshaw Rogers Financial Partners prioritize client satisfaction through social events, educational events and regular portfolio updates.

Education 246

Education Portfolio Clients 246

Wealth Management

OCTOBER 28, 2024

A series of market-moving events are coming in rapid succession, including next week's presidential election and the Fed's first meeting since it lowered interest rates in September.

Marketing 290

Marketing Marketing 290

The Big Picture

JANUARY 2, 2025

Random events can and will completely derail the best laid plans we may make. Similarly, there are numerous problems with forecasting. I’ll discuss why biases and cognitive errors lead to prediction errors in an upcoming post. For today, let’s just focus on how variable the future is. And randomness is served up daily.

Banking 345

Banking Planning Economics Investing 345

Zajac Group

JANUARY 24, 2025

A tender offer creates a short-term liquidity event for private employees, who otherwise may not have much choice or control over selling their company stock (since its not traded publicly on the market yet). It is a single, limited event where employees may choose to sell their shares.

Taxes 52

Taxes Portfolio Investing Investments 52

Wealth Management

MARCH 19, 2024

Learn how Advyzon's commitment to client education and product innovation wowed at their inaugural event.

Education 306

Education Clients 306

The Reformed Broker

APRIL 10, 2023

A must-attend event for every RIA owner and practitioner, featuring Michael Kitces, Josh Brown, and Penny Phillips.

Financial Advisor 339

Financial Advisor 339

The Big Picture

MARCH 22, 2023

The graphic above, via Flowing Data , puts recent events into perspective: At $209 billion in assets, the Silicon Valley Bank failure since Washington Mutual crashed in 2008 (JPM Chase took them over from the FDIC). Bank failures since 2001, scaled by amount of assets in 2023 dollars. The post U.S.

Banking 331

Banking Assets 331

Nerd's Eye View

JANUARY 17, 2025

Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Financial Advisor 246

The Big Picture

NOVEMBER 8, 2024

His new book “ How the World Ran Out of Everything: Inside the Global Supply Chain ” discusses the events that led to up to the c0llapse of global trade during the pandemic. He was also a Pulitzer finalist for his work covering the 2008 financial crisis.

Economics 189

Economics Management 189

The Big Picture

FEBRUARY 18, 2025

I am slowly easing back into my regular writing routine, discussing how topical events often reflect the ways we deploy our risk capital. I stopped writing my column and blog posts (mostly) to focus on this from December 2023 right up until January 2025. I suspect you might hear more about it in the coming weeks.

Investing 189

Investing Investments Numbers 189

Wealth Management

OCTOBER 19, 2023

FPA President James Lee explains why the FPA NextGen conference is a unique event that radiates energy from young professionals passionate about financial planning.

Financial Planning 290

Financial Planning Planning 290

Wealth Management

OCTOBER 3, 2023

Katherine Krantz, the CEO at Center for the Macro Specialist Designation, explains why financial advisors should use macro data and events when building investment portfolios.

Investing 290

Investing Investments Financial Advisor Portfolio 290

Wealth Management

OCTOBER 7, 2024

Listen as as he reflects on the significance of this recognition and celebrates the incredible achievements of industry leaders at this prestigious event.

Wealth Management 260

Wealth Management Management 260

The Big Picture

OCTOBER 10, 2022

We can trace lots of today’s market structure to that event, and the changes it wrought subsequently. Like most big events, it was likely caused by some combination of factors — the four above are the leading candidates. If you are a relatively young investor, you may be unfamiliar with what happened that day or why.

Insurance 360

Insurance Marketing Marketing Portfolio 360

Abnormal Returns

APRIL 28, 2024

kk.org) A look at how geopolitical events affect the stock market. (scienceblog.com) What are to make of the big, and persistent, valuation disparities between large and small caps. morningstar.com) Additional life advice from Kevin Kelly including 'The highest form of wealth is deciding you have enough.'

Valuation 306

Valuation Taxes Marketing Marketing 306

Calculated Risk

FEBRUARY 25, 2025

The increase primarily occurred due to one-time events in 2023 and 2024 that led to lower noninterest expense (down $8.5 The FDIC released the Quarterly Banking Profile for Q4 2024: Full-Year ROA and Net Income Increased in 2024 The banking industry reported full-year net income of $268.2 billion, up $14.1 billion (5.6 percent) from 2023.

Numbers 162

Numbers Banking Assets Portfolio 162

The Big Picture

MARCH 18, 2025

We are too often swayed by recent events. Economic Innumeracy : Some individuals experience math anxiety, but it only takes a bit of insight to navigate the many ways numbers can mislead us. It boils down to context. We overlook what is invisible yet significant. We struggle to grasp compounding its not instinctive.

Investing 317

Investing Investments Math Media 317

Wealth Management

MARCH 16, 2023

The dynamics are shifting in the RIA M&A space, and recent events will likely spur a rise in small aggregators merging or selling to larger enterprises, argues NewEdge Advisors’ Alex Goss.

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The Big Picture

DECEMBER 1, 2022

This “Process” is not a single event but rather, a series of events the totality of which increasingly weighs the probability towards that positive resolution. I use the word probability because this outcome is not pre-ordained, but rather, subject to future events which have yet to unfold. Hence, I have caveats.

Economy 295

Economy Economics Valuation Marketing 295