Nerd's Eye View

MAY 22, 2024

Which can allow companies to protect the 'investments ' they have made in their employees and maintain continuity amongst their staff.

Financial Advice 198

Financial Advice Commission Clients Financial Advisor 198

Indigo Marketing Agency

AUGUST 23, 2023

These trendsetters now form the bulk of the global workforce, and as they ascend, they’re on the lookout for financial advisors who understand their evolving financial landscape. Beneath the surface, there are three compelling reasons why financial advisors should focus on millennials.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Financial Advice 52

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 198

Financial Planner Numbers Clients Wealth Management 198

Nerd's Eye View

NOVEMBER 6, 2023

Welcome to the November 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Compliance 219

Compliance Valuation Financial Advisor Clients 219

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide? Here, we focus on two such studies.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

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

Nerd's Eye View

MAY 8, 2023

Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. Besides the fact that many financial advisors don’t hold the necessary credentials (e.g., Besides the fact that many financial advisors don’t hold the necessary credentials (e.g., Read More.

Taxes 235

Taxes Financial Planning Financial Advisor Clients 235

Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. In its most recent report on U.S. Which, in turn, has prompted some to wonder if firm owners have a specific obligation to their profession to hire and train next-gen talent.

Financial Planner 199

Financial Planner CFP Professional Services Financial Planning 199

Nerd's Eye View

SEPTEMBER 21, 2022

There are many financial advisors who take issue with the financial advice offered by popular personal finance personalities such as Dave Ramsey.

Financial Planning 241

Financial Planning Planning Financial Advice Clients 241

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. This debate went psycho at times.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Nerd's Eye View

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Read More.

Education 217

Education CFP Certification License 217

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

Nerd's Eye View

FEBRUARY 6, 2023

Welcome to the February 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

B2B 208

B2B Financial Advice Clients Planning 208

Zoe Financial

MAY 8, 2023

First quarter 2023 earnings are now tracking toward negative 4.5% (the market was expecting even worse numbers). Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Ready to Grow Your Wealth?

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

International College of Financial Planning

SEPTEMBER 3, 2021

After all, if a client feels that a financial planner understands him, then he remains loyal to him. Who is a financial advisor or a certified financial planner? Many times, it happens that the idea of choosing a financial advisor fills you with fear and dread. How to Compensate Financial Advisors?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

APRIL 21, 2022

So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

Ethics 52

Ethics Financial Advisor Clients Management 52

Envision Wealth Planning

MAY 23, 2022

Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. Ethics matter in financial advice!

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Zoe Financial

SEPTEMBER 25, 2023

We expect this number to keep coming down. Stay tuned for next week. – Andres 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. What to look for in this upcoming week?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JANUARY 16, 2023

The big headline number was CPI for December, which came in at 6.5% When it comes to the inflation numbers, the core service number came in at a firm 0.5% Looking at this week: December headline retail sales number comes out. Zoe’s Vetting Process to Find Top Financial Advisors. About Zoe Financial.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 2, 2023

Core PCE inflation numbers were better than expected. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. Potential recession worries.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 14, 2023

A couple numbers on the negative side: The University of Michigan, Consumer Sentiment Index tame in at a worse than expected 57.7 Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Core PPI, came in as expected at 2.3%.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 5, 2023

Total non-farm job numbers were 187,000 above expectations of 170,000. If we continue to see better-than-expected inflation numbers lose their job market, but not a full blown recession, that seems to be the sweets pot for treasury yields to be falling and for stock markets to continue to go up. Economic Data: In August, U.S.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 5, 2023

Total non-farm job numbers were 187,000 above expectations of 170,000. If we continue to see better-than-expected inflation numbers lose their job market, but not a full blown recession, that seems to be the sweets pot for treasury yields to be falling and for stock markets to continue to go up. Economic Data: In August, U.S.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

APRIL 3, 2023

What to look out for this week: The big payroll number, the job data number on Friday. Stay tuned for next week. – Andres 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 Wealth Advisor 52

Zoe Financial

JUNE 5, 2023

May’s payrolls number came in better than expected. year-over-year growth (slower pace than the previous month at 4.5%). – Andres 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 Tax Planning 52

Zoe Financial

SEPTEMBER 18, 2023

Retail sales numbers for August went up 0.6% Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. Core CPI went down from 4.7%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. This is super important for anyone looking to pick a good financial advisor.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Zoe Financial

JANUARY 23, 2023

The S&P 500 fell 0.65% last week due to weaker-than-expected December retail sales and industrial production numbers. Netflix rallied over 6% with better-than-expected earnings due to subscription numbers. We believe financial advice should come from unbiased and certified professionals. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JANUARY 30, 2023

We had better than expected fourth quarter GDP numbers. In-line inflation numbers: Core PCE was up 4.4% Better than the expected number of 2.8%. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. year-over-year.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

DECEMBER 12, 2022

The University of Michigan Consumer Sentiment came out with their December numbers and it was up to 59.1. We get November CPI numbers on Tuesday. for the overall number and 6.1% Since consumption accounts for 68% of GDP, this number will be very important. Zoe’s Vetting Process to Find Top Financial Advisors.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Zoe Financial

MAY 23, 2023

April jobs number was strong. We are likely heading into a mild recession. – Andres 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. in April.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

MARCH 6, 2023

Pending home sales had a robust number. Speech made by Atlanta Federal Reserve, President Bostik. – Andres 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 Wealth Advisor 52

Zoe Financial

OCTOBER 23, 2023

Expecting to see annualized GDP numbers – we will probably see 3% rather than 2%. If the economy is doing fairly well, it is unlikely that inflation will come down. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. The bond yields continue to rise for the treasury market.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JULY 17, 2023

Main reason for market enthusiasm has to do with the inflation numbers for June. Andres 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. for the week.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

eMoney Advisor

DECEMBER 15, 2022

adults said their most trusted source of financial advice was a financial advisor. 1 Market volatility was found to be a major factor in spurring people to seek advice. While these are only estimates, not forecasts, the numbers seem promising. Around 26 percent of U.S. A Wave of Retirements Expected.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Zoe Financial

JANUARY 9, 2023

due to the better-than-expected December jobs number. 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. Zoe’s Vetting Process to Find Top Financial Advisors.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 30, 2023

Economic Updates: Strong third quarter GDP number – came in at 4.9% to 3.7. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52