Nerd's Eye View

AUGUST 13, 2024

What's unique about Eric, though, is how he has built Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, in large part by cultivating mutually beneficial relationships with the firm's internal CPAs to get them comfortable providing referrals of their accounting clients to his financial planning business.

Financial Advisor 130

Financial Advisor Financial Planning Accounting Planning 130

eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

eMoney Advisor

MARCH 16, 2023

Along the way, I’ve gathered six key insights about financial planning for Millennials. However, sometimes it gets to be too much when it comes to financial topics. Then we do the financial plan and tax planning around that—it’s been a lot of fun. I would say that’s accurate.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am an irreverent and fun marketing consultant for financial advisors. Repeatable?

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

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

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

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

International College of Financial Planning

JANUARY 18, 2023

He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” Consider the CFP course. He discussed his insights.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

Indigo Marketing Agency

DECEMBER 19, 2022

She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. She was also named a Top 10 Financial Advisor by Investopedia.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Steve Sanduski

DECEMBER 22, 2022

Understanding your clients’ experiences around money — and sharing your own — creates an ongoing dialogue that will strengthen your working relationship and help you coach your client towards more positive financial outcomes. Build your own story bank. Write down or record some of your most resonant money memories.

Financial Planning 52

Financial Planning Clients Financial Advice Planning 52

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. These tools streamline complex processes such as tracking expenses, creating detailed budgets, and setting precise financial goals.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Zoe Financial

DECEMBER 5, 2023

So, it dispels this view that consumers don’t want human financial advice; they want to do it themselves. Financial planning, estate planning, tax planning, etc, rather than just picking stocks like in the old days. Facts presented have been obtained from sources believed to be reliable.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

eMoney Advisor

NOVEMBER 22, 2022

As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would you be taking financial advice from another financial planner? Financial Psychology for the Planner. Establish a Financial Planning Relationship of Your Own.

Financial Planner 59

Financial Planner Financial Advice Clients Financial Planning 59

Zoe Financial

NOVEMBER 20, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth? Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

NOVEMBER 6, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth? Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

eMoney Advisor

JUNE 6, 2023

This means that even if someone has a high level of financial knowledge, a cognitive bias may impact their decision making. Due to their lack of trust, some consumers turn elsewhere, such as digital resources, family members, and social media for their financial advice. their experiences, biases, etc.)

Financial Planner 52

Financial Planner Financial Planning Financial Advice Clients 52

Zoe Financial

NOVEMBER 27, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth? Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 23, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth? Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 16, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth? Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Zoe Financial

NOVEMBER 13, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth? Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 30, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth? Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Sara Grillo

AUGUST 25, 2023

Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. The following advisors are pure fiduciary financial advisors who serve small investors.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. This can lead to financial instability in the long run. A well-structured plan not only serves as a roadmap for the present but also paves the way for a more secure future.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Sara Grillo

OCTOBER 31, 2022

Transparency allows the consumer to decide if the services and fees offered by the financial advisor are fair and logical, and if it is in their best interest to work with that advisor. Disclosures can be about if they have committed a crime, whether financial or not. Are they just providing financial planning?

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Zoe Financial

OCTOBER 9, 2023

Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Ready to Grow Your Wealth? Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Economics 52

WiserAdvisor

FEBRUARY 21, 2023

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. Elder financial planning can help eliminate some common issues faced by older people.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Sara Grillo

NOVEMBER 8, 2022

I’m presenting text for the home, about, and fees page because those are the pages on a website that get the most traffic generally. Before we get into it, I’m assuming you’re visiting this page because you are a flat fee financial advisor. Because transparency in financial advice is awesome! Transparent Advisor Movement.

Compliance 52

Compliance Wealth Management Financial Advice Financial Planning 52

International College of Financial Planning

JULY 10, 2023

The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Midstream Marketing

OCTOBER 29, 2024

The Role of Advertising in Financial Advisory Success Advertising plays a key role in achieving long-term success in financial services. A good advertising plan does more than just sell your services. It presents your brand to the right audience at the right time when they need it the most.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Envision Wealth Planning

MAY 23, 2022

Note: Envision Wealth Planning and James Brewer are featured in #7!*. Ethics matter in financial advice! If there were more examples of ethical financial advisor practices, then there would be more rightful actions taken by the industry as a whole. So here’s a blog post about all of that. Ethics matter.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Ballast Advisors

OCTOBER 10, 2023

At Ballast Advisors, we’re all about creating a comprehensive financial planning strategy that considers every season of the year, especially the high-spending final months. We’re not saying you should go wild and spend recklessly, but strategically using your card for planned expenses can lead to some sweet rewards or cash back.

Planning 52

Planning Budgeting Taxes Financial Planner 52

eMoney Advisor

FEBRUARY 8, 2023

Offering niche financial advice allows you to deliver as much value as possible to meet particular client needs. As a niche financial professional, you want your clients to know that you can customize their plan to meet their unique circumstances. Presenting the Real You Authenticity is key in connecting with an audience.

Marketing 81

Marketing Marketing Clients Certification 81

AdvisorPR

MAY 13, 2020

Your live presentations, appointment process, onboarding and ongoing client communication processes call all be done virtually, with the adaption of technology. Should you request changes to your financial accounts, you will be provided account access through a secure online portal to view financial plans in real-time.

Communication 52

Communication Accounting Financial Advice Clients 52

Getting Your Financial Ducks In A Row

MARCH 20, 2023

Delaying is a good choice if your present auto still meets your needs (see my comment above regarding the decision to purchase a car in the first place). It may not be glamorous (what sound financial advice is?) Don’t finance for more than four years, preferably three years.

Insurance 70

Insurance Financial Advice Accounting Assets 70