Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Read More.

Fee Only 246

Fee Only Portfolio Clients Planning 246

Nerd's Eye View

JULY 26, 2022

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine. Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Read More.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

Nerd's Eye View

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mindy Crary. Read More.

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

Nerd's Eye View

FEBRUARY 16, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a study from Cerulli Associates indicates a lack of fee transparency represents a significant hurdle for many investors when considering working with a financial advisor.

Financial Planner 246

Financial Planner Fee Only Compliance CFP 246

XY Planning Network

DECEMBER 18, 2023

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. From RIA compliance best practices to using behavioral marketing tactics to get more clients, this list is loaded with one helpful resource after another to send you into 2024.

Financial Advisor 111

Financial Advisor Compliance Clients Marketing 111

XY Planning Network

JUNE 19, 2023

Marketing can often feel like the blackhole in your never-ending to-do list. We know that well-placed marketing efforts can attract more dream clients and lead to an ease of growth but where do you begin?

Financial Advisor 93

Financial Advisor Marketing Marketing Clients 93

WiserAdvisor

JULY 22, 2022

Hiring a financial advisor is beneficial in multiple ways. You get access to financial expertise and knowledge on investments and money management, a deeper understanding of how markets work, and how to create and deploy the right investment strategies to attain your goals. Keep reading to find out.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

The Chicago Financial Planner

NOVEMBER 8, 2021

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. The PBS Frontline special The Retirement Gamble put much of the blame on Wall Street and they are right to an extent, especially as it pertains to the overall market drop. FINANCIAL WRITING.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

The Chicago Financial Planner

AUGUST 24, 2021

I’d like to tell you that the problem emanates only from financial advisors who sell product, but sadly two former presidents of NAPFA, the country’s largest organization of fee-only advisors , were been implicated in fraud cases in recent years. Only invest in what you understand. FINANCIAL WRITING.

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

Nerd's Eye View

JUNE 4, 2024

Welcome to the 388th episode of the Financial Advisor Success Podcast ! Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. Welcome everyone! My guest on today's podcast is Freeman Linde.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JUNE 4, 2024

Welcome to the 388th episode of the Financial Advisor Success Podcast ! Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. Welcome everyone! My guest on today's podcast is Freeman Linde.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

XY Planning Network

SEPTEMBER 23, 2024

Email marketing remains a powerful tool in the digital marketing landscape, especially for financial professionals. Despite the rise of social media, email campaigns continue to deliver high engagement rates due to the trusted relationships financial advisors build with their clients.

Financial Advisor 83

Financial Advisor Communication Media Clients 83

XY Planning Network

JANUARY 22, 2024

EXCLUSIVE XYPN LIVE CONTENT Whether you embrace the technical side of marketing with both arms or at arm's length, the fact remains: leveraging it in your RIA marketing plan will bring you long-term gains.

Financial Planning 95

Financial Planning Fee Only Planning Engineering 95

XY Planning Network

NOVEMBER 27, 2023

October ended with the S&P 500, Russell 3000, MSCI World Ex USA, MSCI Emerging Markets, and DJ Global Select REIT in the negative for 1-month and 3-month periods, so some clients will certainly be ready for us to answer the question, “What is it this time?”

Risk Tolerance 103

Risk Tolerance Financial Advisor Investing Investments 103

XY Planning Network

AUGUST 18, 2023

Why are some people better at marketing than others? The bad news is there's no magic recipe to become a master marketer. The good news is there are a few habits that set highly successful marketers apart from the mediocre (or just plain bad) ones; better yet, these habits can be learned.

Financial Advisor 96

Financial Advisor Marketing Marketing Fee Only 96

FMG

AUGUST 4, 2022

It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results. I borrowed ideas from a number of other advisors’ websites but wanted them to be functionally as simple as possible. We noticed you’re active on LinkedIn and Twitter. Modernize Your Website.

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

XY Planning Network

DECEMBER 19, 2022

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. 5 MIN READ. As 2022 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

Financial Advisor 85

Financial Advisor Fee Only Financial Planner Financial Planning 85

Nerd's Eye View

SEPTEMBER 10, 2024

Welcome to the 402nd episode of the Financial Advisor Success Podcast! Welcome everyone! My guest on today's podcast is John Mason. John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households. Read More.

Financial Advisor 130

Financial Advisor Clients Fee Only Government 130

Walkner Condon Financial Advisors

OCTOBER 4, 2022

The investment markets tend to run in similar cyclical patterns. Albeit not as predictable as the seasons, stock and bond markets have a familiar rhythm. Investment markets peak, then fall, eventually bottoming out before rising again. Market Perspective: The Last 30 Years in the S&P 500.

Marketing 98

Marketing Marketing Financial Advisor Fee Only 98

Indigo Marketing Agency

JANUARY 4, 2022

What makes a good financial advisor website? We’ve worked with thousands of advisors across the country. And after analyzing data for our 30 top-performing websites, we discovered each advisor had 12 web pages in common. Fee-Only Web Page Financial advisors know a lot of jargon.

Financial Advisor 59

Financial Advisor Fee Only Financial Planning Clients 59

Sara Grillo

OCTOBER 21, 2022

For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Sara Grillo

JULY 10, 2023

Financial advisors are skeptical that you can actually get leads from social media. Today we’ll be talking to Thomas Kopelman , co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from financial advisor social media look like a piece of cake! And now onto the blog!

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

Indigo Marketing Agency

APRIL 28, 2023

For your headline, choose your “main thing” and focus on it. “☆ Lead Generation – Roofing Contractors ☆ Contractor Marketing ☆ Author of Best-Selling 80/20 Internet Lead Generation ☆” Please do not use symbols or emoticons. For advisors, this means being careful about your designations and acronyms. Should Job Title Be Included?

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

WiserAdvisor

AUGUST 18, 2023

When it comes to personal finance, the guidance of a financial advisor can help you in more ways than one. These experts have the necessary financial knowledge and expertise to help you make informed decisions about your money, investments, and future financial security. Financial advisors charge a fee for their services.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

XY Planning Network

OCTOBER 10, 2022

When it comes to being a financial advisor and running your practice, you must wear multiple hats – finance, business development, portfolio management, client relations, marketing, accounting – the list goes on and on. Marketing is just one piece of the puzzle, but it’s an important one. We’ve been there.

Marketing 95

Marketing Marketing Financial Advisor Portfolio Management 95

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

WiserAdvisor

AUGUST 3, 2023

While many individuals choose to navigate their financial journey independently, seeking the guidance of a professional financial advisor can offer unique advantages that may prove invaluable in the long run. One common aspect that most individuals consider is the cost associated with engaging a financial advisor.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

Sara Grillo

APRIL 25, 2022

If I were a financial advisor wanting to grow my business, I would do it weird as hell. This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

The Big Picture

SEPTEMBER 5, 2024

But it’s the data that drives how changing business strategies impact our understanding of market behavior. From “ The Relentless Bid ” comes the first explanation that resonates as to how and why the market’s character changed so much in the 2010s: “Morgan Stanley wealth management took in a massive $51.9 Cover your own ass.

Wealth Management 228

Wealth Management Assets Fee Only Media 228

Carson Wealth

AUGUST 28, 2022

Financial advisors provide financial planning or investment guidance to clients. Financial advisors may work for themselves, with small firms or large organizations. They generally provide advice to help their clients pursue their financial goals. . How Financial Advisors Get Paid .

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

Nerd's Eye View

FEBRUARY 13, 2024

Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend. Read More.

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

Nerd's Eye View

FEBRUARY 6, 2024

Welcome to the 371st episode of the Financial Advisor Success Podcast ! David is the Co-Founder and CEO of Element Pointe Family Office, a Fee-Only RIA based in Miami, Florida that oversees almost $1.6 Welcome everyone! My guest on today's podcast is David Savir. Read More.

Financial Advisor 130

Financial Advisor Clients Fee Only Planning 130

XY Planning Network

JUNE 19, 2023

Marketing can often feel like the blackhole in your never-ending to-do list. We know that well-placed marketing efforts can attract more dream clients and lead to an ease of growth but where do you begin?

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

XY Planning Network

APRIL 3, 2023

If you're interested in learning about solutions that can help you focus on the work that you love and profits your business, rather than the minutiae that keeps it running, you’ll appreciate this conversation hosted by XYPN Field & Event Marketing Manager, Aimee Arnaud.

Financial Advisor 82

Financial Advisor CFP Compliance Management 82

FMG

JULY 13, 2022

One of the top questions that we get is, “How can I promote myself as a financial advisor?” The stock market and all its volatility have been on top of everyone’s mind, so sharing any insight into this on social is a great idea. An example of this could be the recent bear market. But with 3.96

Media 72

Media Financial Advisor CFP Wealth Management 72

XY Planning Network

MAY 1, 2023

In short, it's invaluable to establish and dominate your niche as a financial advisor. CEO and Co-Founder Alan Moore extensively covers the topic of “niching-down” in talks, podcasts, and one of our more popular webinars. Niches are important to identify, and even more valuable if you can own them entirely. Sounds great, right?

Financial Advisor 92

Financial Advisor Marketing Marketing Fee Only 92

Sara Grillo

OCTOBER 10, 2022

In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. I am a CFA® charterholder and I used to be a financial advisor. Providing financial plans vs. canned financial plans with a sales agenda. Fee-only vs. fee-based.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planning Fee Only 52