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

Zoe Financial

DECEMBER 28, 2024

Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estate planning, and other topics. Revisit your plan after major life events or annually to reflect changing circumstances. An advisor can help you stay accountable and adapt to lifes changes.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

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

Darrow Wealth Management

FEBRUARY 13, 2025

But even comprehensive wealth advisors have blind spots or can only go an inch deep on certain subjects. After all, if you move, or if your advisor does, you probably wont want to start over with a new firm. Always seek a specialist if you have a unique situation. So, thats a lot.

Fee Only 52

Fee Only Financial Advisor Financial Planner Certified Financial Planner 52

Steve Sanduski

APRIL 8, 2025

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. Bill Keen, Matt Wilson, and I discuss: How Bill’s experiences at big brokerage firms informed his vision for Keen Wealth.

Engineering 52

Engineering Communication Financial Planning Clients 52

FMG

OCTOBER 14, 2022

.” – Julia Carlson, Financial Freedom Wealth Management Group. Check out the site here: Financial Freedom Wealth Management. Peabody Wealth Advisors. A financial advisor who wants to form relationships with its clients, Peabody Wealth Advisors is all about customers first. Navis Wealth Advisors.

Financial Advisor 98

Financial Advisor Wealth Management Wealth Advisor Clients 98

Carson Wealth

APRIL 16, 2024

We welcomed new Associate Wealth Advisor Zach Vande Weerd to our team. With a dad like Managing Partner & Wealth Advisor Sam , were any of us surprised that Zach would wind up in the financial services industry? We look forward to all the fun events the summer will bring! Our team is growing.

Wealth Advisor 52

Wealth Advisor Financial Services Clients Management 52

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. Personal advisory team Financial advisor Your personal wealth advisor will also play a key role in the sale of your business. It’s not uncommon for owner-operators not to have a financial advisor at all prior to the sale. This is both good and bad news.

Sales 91

Sales Estate Planning Wealth Advisor Taxes 91

Tobias Financial

OCTOBER 13, 2024

We are excited to announce that our Wealth Advisor, Franklin Gay , CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! Franklin will share his knowledge during the “Practical Applications Working with Allied Professionals” panel.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Financial Planning Wealth Advisor 52

Diamond Consultants

DECEMBER 16, 2024

A strategic buyer is a buyer, like an RIA or other established wealth management firm, that also runs a wealth management business, meaning they would presumably recognize significant cost and operational synergies from the transaction. Examples include Creative Planning, Mariner Wealth Advisors, and Beacon Pointe.

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 52

Tobias Financial

SEPTEMBER 16, 2022

To join the virtual event, visit: [link] . Moreover, she will explore the topics of technology, working through Covid and baby boomer retirements from the millennial perspective. .

Financial Planning 52

Financial Planning Financial Planner Planning Wealth Advisor 52

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

Harness Wealth

OCTOBER 16, 2024

Klingman & Associates is a wealth management firm based in New York, most recently being named among America’s Top Wealth Advisors by Forbes for 2024. Q: How can tax advisors align with the work of wealth advisors? Q: How can tax advisors and wealth managers leverage technology together to serve clients?

Wealth Management 52

Wealth Management Taxes Clients Management 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. The sudden wealth is the same – but spending drives the outcome.

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. The sudden wealth is the same – but spending drives the outcome.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Carson Wealth

JULY 29, 2024

Thursday Nights in Pella Sam Vande Weerd CRPC ® Managing Partner, Wealth Advisor, Zach Vande Weerd CPA, Associate Wealth Advisor and Cole Hillman partook in the Thursday Nights in Pella event, where we interacted with the community and gave out a $50 gift card to local favorite Liberty Street Kitchen.

Wealth Advisor 52

Wealth Advisor Clients Financial Advisor Management 52

Darrow Wealth Management

JULY 30, 2024

Typically, equity-based compensation is subject to vesting requirements: time, performance, liquidity events, perhaps multiple factors. Regardless of how long you want to hold the stock, M&A activity, repurchase rights, and other events can interfere. Make sure you’re comfortable with the vesting requirements.

Taxes 92

Taxes Tax Planning Startup Valuation 92

Darrow Wealth Management

OCTOBER 28, 2024

A liquidity event is a great opportunity to develop a long-term investment plan. After the transaction is complete, consider ways to protect and grow the wealth you’ve built. If you’ve recently sold a business, speak with a Darrow Wealth Advisor today. As a business owner , growth was probably a top priority.

Sales 97

Sales Taxes Estate Planning Planning 97

Nationwide Financial

DECEMBER 8, 2022

These diverse leaders will also discuss an innovative recruiting event recently hosted by FARE, which attracted HBCU students from across the country who envision a future for themselves in financial services. What does it take to attract top diverse talent to your firm? View this video to learn more.

Financial Services 52

Financial Services Recruitment Certification CFP 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

FMG

SEPTEMBER 13, 2022

Strategic Event Marketing: How To Find and Engage Ideal Clients With Elyse Stoner (Ep. Events are a great way to engage with clients and prospects. But, before you organize an event, ask yourself how it fits into your overall marketing strategy. 375) via ProudMouth.

Media 52

Media Financial Advisor Clients Wealth Advisor 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. It is provided for information purposes only.

Taxes 52

Taxes Wealth Advisor Marketing Marketing 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 52

Fee Only Accounting Debt Management Wealth Advisor 52

WiserAdvisor

OCTOBER 4, 2022

Travel is often a spur-of-the-moment event and not something that you make a plan over the long term. Instead of upsetting your planned cost of living in retirement, you can simply use your emergency fund to cover these events. Therefore, be very careful when you spend on travel related expenses.

Budgeting 102

Budgeting Retirement Healthcare Food 102

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

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 82

Wealth Management Taxes Tax Planning Valuation 82

Zoe Financial

NOVEMBER 20, 2023

Actual economic or market events may turn out differently than anticipated. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Facts presented have been obtained from sources believed to be reliable.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

NOVEMBER 6, 2023

Actual economic or market events may turn out differently than anticipated. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Facts presented have been obtained from sources believed to be reliable.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 27, 2023

Actual economic or market events may turn out differently than anticipated. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Facts presented have been obtained from sources believed to be reliable.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 23, 2023

Actual economic or market events may turn out differently than anticipated. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Facts presented have been obtained from sources believed to be reliable.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 16, 2023

Actual economic or market events may turn out differently than anticipated. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Facts presented have been obtained from sources believed to be reliable.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 13, 2023

Actual economic or market events may turn out differently than anticipated. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Facts presented have been obtained from sources believed to be reliable.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 30, 2023

Actual economic or market events may turn out differently than anticipated. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Facts presented have been obtained from sources believed to be reliable.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 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. Zoe Wins NerdWallet’s 2023 Best-Of Awards For Best Online Financial Advisor. Zoe is a wealth platform that connects you to the right trustworthy, credentialed, and experienced wealth advisor for your needs.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Carson Wealth

JUNE 29, 2023

In this approach, a business owner begins with a “triggering event,” which is defined as a personal, financial and business assessment correlated to the business’ range of value (EBITDA x range of industry multiples). One useful model, the “ Value Acceleration Methodology ,” comes from the Exit Planning Institute (EPI).

Planning 52

Planning Sales Valuation Wealth Advisor 52

Harness Wealth

APRIL 17, 2023

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. Both are liquidity events, but an IPO (Initial Public Offering) involves a company’s first listing on a stock exchange like the New York Stock Exchange or Nasdaq.

Startup 52

Startup Taxes Risk Tolerance Sales 52

Harness Wealth

MARCH 23, 2023

Typically those conditions are timed based on a vesting schedule of three to four years, and may have an event-based condition as well (e.g. A double-trigger RSU means that two events need to occur for you to own your shares. There are two taxable events for restricted stock units. What are double-trigger RSUs?

Taxes 52

Taxes Startup Tax Planning Valuation 52