Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 246

Financial Planner Financial Advice Financial Advisor Tax Planning 246

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., by tailoring client data-gathering worksheets to focus on the information that is relevant to a client’s tax situation).

Taxes 246

Taxes Financial Planning Financial Advisor Clients 246

Nerd's Eye View

SEPTEMBER 6, 2024

Notably, while the rule will create an additional compliance burden, the due diligence advisers offering comprehensive planning services (as well as their investment custodians) are likely already conducting on their clients to create an effective financial plan could be a 'defense mechanism' for these firms against criminals looking to take advantage (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

Nerd's Eye View

JULY 19, 2022

What's unique about Andrew, though, is how he, as a financial advisor with autism, has built a firm with a specialized niche of autistic and other neurodivergent clients, helping them navigate their unique and complex financial planning challenges.

Financial Advisor 246

Financial Advisor Clients Financial Planning Insurance 246

Nerd's Eye View

APRIL 4, 2024

Ultimately, the key point is that there are a number of ways that the financial planning industry can tackle the looming spike in demand for new advisors without imposing an artificial obligation on advisors, which, if not met, would imply a deficiency in professional duty.

Financial Planner 246

Financial Planner CFP Professional Services Financial Planning 246

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

Nerd's Eye View

FEBRUARY 6, 2023

For which Elements has positioned itself as an early leader that is now gaining momentum.

B2B 246

B2B Financial Advice Clients Planning 246

Nerd's Eye View

FEBRUARY 26, 2024

In the early days of the financial advice industry, an advisor's options for generating new business were somewhat limited. From there, advicers can determine if the activity is actually having any effect by measuring the number of Prospect Inquiries, or how many people reach out to learn more about what the advicer offers.

Marketing 245

Marketing Marketing Sales Clients 245

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Other than the benefits provided by the federal government, there are various plans and relief programs in place that are provincial or territorial based.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

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. Earnings: Average hourly earnings went up more than expected.

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

Nationwide Financial

NOVEMBER 10, 2022

When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Additional Resources. government.

Financial Planning 52

Financial Planning Planning Education Clients 52

Midstream Marketing

NOVEMBER 12, 2024

This helps potential clients find you when they look for financial advice online. You might want to create blog posts, articles, or videos about current financial trends. These can also answer common questions about financial planning. This keeps your audience informed about financial planning.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

eMoney Advisor

MARCH 22, 2023

1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. In fact, the Fidelity Investments 2022 Investor Insights Study found that 63 percent of GenY and Gen Z believe working with an advisor is key to achieving financial success.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

Midstream Marketing

DECEMBER 10, 2024

These campaigns help build a strong marketing plan for financial advisors. By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. Share important articles, industry news, and useful tips on financial planning.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

NOVEMBER 6, 2024

By making helpful and interesting content often, you show that you are a reliable choice for financial advice. This approach can draw in new clients who are looking for guidance in today’s complicated financial world. Trust is very important in the financial services industry. Check your key numbers often.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Darrow Wealth Management

NOVEMBER 17, 2022

If you’re selling a business and can’t close before the end of the year, consider the pros and cons of an installment sale, to spread out the taxable capital gain over a number of years (potentially staying under the surtax limit). We specialize in financial planning for an IPO, acquisition, or sale of a private business.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

WiserAdvisor

FEBRUARY 21, 2023

Some studies also show that by 2034, the number of older adults will outnumber children. Considering the fact that the country’s population is likely to have more older people in the near future, it becomes vital to ensure the financial interests of the community are safeguarded at all costs.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

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

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 Numbers 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

eMoney Advisor

APRIL 20, 2023

And while there is endless information available to help people answer their questions about money, financial professionals can position themselves online to reach those who are seeking additional support. The key is ensuring you and your business show up when consumers are looking for financial advice.

Advertising 74

Advertising Financial Advisor Engineering Financial Planning 74

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

Midstream Marketing

OCTOBER 29, 2024

Specialization: Do you focus on a certain area, like retirement planning, estate management, or investment advice for tech entrepreneurs? You could offer custom financial plans or have frequent meetings that go beyond what clients expect. It’s important to clearly state your main goals, including financial planning.

Advertising 52

Advertising Financial Advisor Financial Services Clients 52

eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. 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. population. Sources: 1.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

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

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 Interest Rates: Federal Governor Michelle Bowman spoke on Friday as she said that inflation recent numbers do not signal a downward path yet. Core PPI, came in as expected at 2.3%. forecast of 63).

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

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

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. Bad quarter but still a good 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

Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. She was also named a Top 10 Financial Advisor by Investopedia. Together with Rianka R. Learn more​​ about Marguerita on LinkedIn. Peter Lazaroff.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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. month-over-month. month-over-month.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JUNE 5, 2023

May’s payrolls number came in 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. Wages data also came out – 4.3%

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

MARCH 6, 2023

Pending home sales had a robust number. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. February 24, 2023 Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There? What drove this market action?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Indigo Marketing Agency

AUGUST 23, 2023

Even I, a millennial, find myself seeking guidance from advisors for: Retirement planning Tax strategies Life insurance Real estate College funds for children Long-term care plans Estate arrangements Given their life stage, millennials require assistance with various financial planning aspects.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Financial Advice 52