Nerd's Eye View

JANUARY 10, 2023

Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Darrow Wealth Management

JUNE 14, 2023

Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential.

Management 101

Management Wealth Management Wealth Advisor Taxes 101

Tobias Financial

FEBRUARY 2, 2023

Tobias Financial Advisors is pleased to announce that our Wealth Advisor Franklin “Franko” Gay serves on the NAPFA board in the Symposium – Simulcast Coordinator role.

Financial Advisor 52

Financial Advisor Fee Only Wealth Advisor Education 52

Steve Sanduski

AUGUST 14, 2024

Guest: Erin Scannell , Chief Executive Officer of Heritage Wealth Advisors. In a Nutshell: When I talked to Erin Scannell in 2020, he was directing 50 team members, 18 advisors, and about $2 billion in AUM. Erin Scannell and I discuss: How Erin built out his events and marketing teams to pursue organic growth.

Advertising 105

Advertising Marketing Marketing Clients 105

FMG

MAY 15, 2024

For example, if you post about an important industry event or update, title it in a way that creates intrigue and urgency. Something like “Current Events Could Change the Way You Advise!” Everything you need – website, email, social media, blogs, events, video and printed cards – all in one place.

Financial Advisor 52

Financial Advisor Media Wealth Advisor Marketing 52

FMG

AUGUST 10, 2022

So today, we’ve compiled 6 actionable marketing strategies to help you attract and convert leads as a financial advisor. . In today’s new digital age, websites are a crucial platform for advisors to build clientele. This is because Google knows someone searching that term is likely looking to work with an advisor. .

Financial Advisor 52

Financial Advisor Clients Media Wealth Advisor 52

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney. On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process.

Sales 95

Sales Estate Planning Wealth Advisor Taxes 95

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

Tobias Financial

SEPTEMBER 16, 2022

Accompanied by four other millennial financial planners, Yesenia will share her thoughts on” “Millennials: The Future of Financial Planning” Utilizing her personal and professional experience, she will help us understand the new outlook on work/life relationship as well as its impact on the future of financial planning.

Financial Planning 52

Financial Planning Financial Planner Planning Wealth Advisor 52

Zoe Financial

JANUARY 12, 2023

Zoe's Vetting Process to Find Top Financial Advisors. You should be able to trust that the financial advisors you’re considering to hire already “pass the test.” That’s why at Zoe, we have a process that ensures the first step you take when looking for an advisor, already accounts for the heavy work.

Financial Advisor 40

Financial Advisor Financial Planning Education Clients 40

Darrow Wealth Management

OCTOBER 28, 2024

With the help of a financial advisor , cash proceeds from the sale of your business can be invested in the financial markets. Financial planning and investing the proceeds from a business sale Any time you’re investing a lump sum in the market, there’s a lot to consider. Put the plan into action.

Sales 102

Sales Taxes Estate Planning Planning 102

Darrow Wealth Management

MAY 3, 2024

First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Darrow Wealth Management

MAY 3, 2024

First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Darrow Wealth Management

JULY 30, 2024

Typically, equity-based compensation is subject to vesting requirements: time, performance, liquidity events, perhaps multiple factors. Before making the election, consult your tax and financial advisor to understand the impact on your tax situation and make an informed decision. Your holding period isn’t guaranteed.

Taxes 98

Taxes Tax Planning Startup Valuation 98

Carson Wealth

JULY 29, 2024

In Cole’s role as Client Services Intern, he has been gaining valuable experience in client relations, helping with client accounts and gaining financial experience that he hopes to continue to use in the future. We are so happy to have Cole be a part of our team this summer!

Wealth Advisor 52

Wealth Advisor Clients Financial Advisor Management 52

Harness Wealth

MAY 18, 2023

Like the partners of the major investment banks when they had their initial public offerings (IPOs) or were acquired, these events are great news for the senior partners of these firms given the liquidity events that they will experience. Tax services provided through Harness Tax LLC. It is provided for information purposes only.

Taxes 52

Taxes Wealth Advisor Marketing Marketing 52

Zoe Financial

DECEMBER 12, 2022

The biggest event of the week is on Wednesday when the Federal Reserve will announce how much they are raising interest rates. Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

FMG

SEPTEMBER 13, 2022

Financial advisors are incredibly busy, so many times social media and marketing get put to the wayside. As a financial advisor, you have a lot of content to share, so it’s easy to get stuck on the messaging side. Strategic Event Marketing: How To Find and Engage Ideal Clients With Elyse Stoner (Ep.

Media 52

Media Financial Advisor Clients Wealth Advisor 52

Tobias Financial

SEPTEMBER 29, 2022

September is Life Insurance Awareness Month, and at Tobias Financial Advisors one of our goals is to educate our clients on the importance of Life Insurance and the role it can play in protecting their family’s financial security. . Consider life events. When and Why May You Need it. Birth of a child. Home purchase.

Insurance 52

Insurance Financial Planning Wealth Advisor Financial Advisor 52

Darrow Wealth Management

MARCH 17, 2025

Whether you have recently experienced a liquidity event from a windfall or have just been saving, holding too much cash can hurt you. Schedule a consultation with a wealth advisor to discuss investing extra cash The post Are You Holding Too Much Cash? appeared first on Darrow Wealth Management. Do I have too much cash?

Fee Only 57

Fee Only Accounting Debt Management Wealth Advisor 57

Zoe Financial

NOVEMBER 20, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

NOVEMBER 6, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

WiserAdvisor

OCTOBER 4, 2022

Reach out to a professional financial advisor who can help you plan for future retirement expenses to ensure you live comfortably in your golden years of life. Travel is often a spur-of-the-moment event and not something that you make a plan over the long term. As you grow old, it can be hard to live by yourself.

Budgeting 102

Budgeting Retirement Healthcare Food 102

Zoe Financial

NOVEMBER 27, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 23, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 16, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

WiserAdvisor

AUGUST 8, 2022

If you want guidance on how to preserve your wealth to ensure you do not run out of money during the latter years of your life, consult with a professional financial advisor who can advise you on the same. Ultra high-net-worth financial planning can require intricacies and attention to the minutest of details.

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Indigo Marketing Agency

JANUARY 11, 2021

About Investments & Wealth Institute Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics.

Investments 52

Investments Investing Education Ethics 52

Zoe Financial

NOVEMBER 13, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 30, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 9, 2023

Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Economics 52

Darrow Wealth Management

SEPTEMBER 7, 2023

When a pre-IPO exercise is off the table At Darrow Wealth Management, we specialize in planning for a sudden liquidity event , typically from stock options following an IPO or acquisition. For individuals expecting a sudden wealth event, sometimes the potential for tax savings causes employees to lose sight of the bigger picture.

Wealth Management 84

Wealth Management Taxes Tax Planning Valuation 84

FMG

OCTOBER 5, 2023

Each year, we go to LinkedIn to discover some of the best client gift ideas advisors have come up with. 15 Client Gift Ideas Financial Advisors Can Use This Holiday Season 1. Sarin Barsoumian , founder and financial advisor at SMB Financial Strategies , thinks a customized gift is the best way to go.

Clients 52

Clients CFP Financial Advisor Wealth Advisor 52

Harness Wealth

MARCH 24, 2023

There are two distinct taxable events associated with RSUs. The second taxable event is when you sell your RSUs, which will trigger either short or long-term capital gains tax, depending on how long you held the before selling. Sign up today to get started, and get matched with your Harness Wealth advisor today.

Taxes 52

Taxes Startup Wealth Advisor Financial Advisor 52

WiserAdvisor

JANUARY 27, 2023

While wealth management for high-net-worth individuals may not be affected by Social Security benefits and 401k retirement plans compared to the average investor, the community still has to be prepared to tackle inflation, recession, and taxes like anybody else. Instead, they adhere to a regular, fixed schedule of rebalancing.

Wealth Management 52

Wealth Management Taxes Financial Planner Assets 52

Harness Wealth

APRIL 17, 2023

Pros and Cons of Tender Offers for Startup Employees Personal Financial Planning Considerations Frequently Asked Questions What is a Tender Offer? A tender offer is a liquidity event in which a company, investor, or group of investors propose to buy a fixed number of shares from existing shareholders at a set price.

Startup 52

Startup Taxes Risk Tolerance Sales 52

WiserAdvisor

SEPTEMBER 8, 2022

If you wish to learn about different kinds of risks that can affect your investments and how you can mitigate them, consult with a professional financial advisor who can guide you on the same. Typically, risk refers to any threat or an unlikely event that can lead to failure. Keep reading to find out more.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52