Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Nerd's Eye View

OCTOBER 1, 2024

In this episode, we talk in-depth about Gaetano's experience working in insurance sales starting soon after he graduated from college, including why the need to cold-call for business as a relative newcomer was both a challenge and a confidence-builder as he started to gain traction selling insurance products and some standalone financial plans, the (..)

Assets 233

Assets Financial Advisor Insurance Clients 233

Nerd's Eye View

APRIL 18, 2024

For over a decade, the financial advice industry has been bracing for an "any-minute-now" tsunami of advisor retirements and concomitant sales of financial planning practices. Which begs the question, to what extent should an advisory firm owner discount the sale price of their firm for a next-gen successor?

Planning 130

Planning Valuation Sales Clients 130

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

Darrow Wealth Management

NOVEMBER 17, 2022

The surtax will increase the Massachusetts tax liability by $68,000 on the sale of their home. Further, if you weren’t planning to sell the asset, it’s usually not advisable to do so for tax reasons alone. But if a sale is in process, wrapping it up before 12/31 would be advantageous (all else equal).

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

Zoe Financial

MAY 1, 2023

We’ve had positive surprises, especially on the sales front. 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.

Marketing 96

Marketing Marketing Financial Advisor Wealth Advisor 96

Sara Grillo

OCTOBER 21, 2022

Financial paraplanners can be recent college graduates with no work experience, or may also be career changers with an extensive background in other areas that can add more value to an RIA owner, such as tax professionals. He cold called over 500 financial planning companies over a year or so to get to a full book of clients.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

FMG

OCTOBER 6, 2022

Technology is one of the most important components of a financial advisor’s business. From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. What are some advantages of a CRM?

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

eMoney Advisor

FEBRUARY 28, 2023

It would be difficult to create a holistic financial plan for any client without a full picture of their financial lives. Account aggregation gives financial professionals—and their clients—a complete and centralized view of the client’s financial information.

Accounting 71

Accounting Financial Planning Clients Assets 71

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

Sara Grillo

OCTOBER 10, 2022

According to Veres, the revenue model and the value proposition are the most confusing things for the public when it comes to financial advice. Providing financial plans vs. canned financial plans with a sales agenda. The future of financial advice. Fee-only vs. fee-based.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planning Fee Only 52

Zoe Financial

SEPTEMBER 11, 2023

August retail sales. 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. Going from negative levels to a flat state is positive. August PPI.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

DECEMBER 16, 2022

Retail sales declined 0.6% The fact that retail sales are down is an indication that the most important driver of growth is not looking so hot going into next year. On Tuesday, we have November housing starts and new and existing home sales out Real estate and housing are really important indicators for the overall economy.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% Retail sales matter because consumption is 69% of GDP. 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.

Marketing 52

Marketing Marketing Financial Advisor Retail 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. month-over-month. month-over-month.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 28, 2023

Macro data: New home sales reached highest lever since July 2022 despite seeing highest mortgage rates in years. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Focus on bringing down inflation. Inflation data. On Friday: U.S.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales 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. Concerns around the U.S

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 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? for the week.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JULY 17, 2023

June retail sales and housing market data. 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. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 14, 2023

April retails sales and expected earnings from a couple “proxies” for the economy. 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 23, 2023

The S&P 500 fell 0.65% last week due to weaker-than-expected December retail sales and industrial production 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 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 1, 2023

We’ve had positive surprises, especially on the sales front. 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.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JANUARY 16, 2023

Looking at this week: December headline retail sales number comes out. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. . Zoe’s Vetting Process to Find Top Financial Advisors. About Zoe Financial. month-over-month.

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

Zoe Financial

NOVEMBER 20, 2023

Retail sales did a little better than expected. Stay tuned for next week and have a great Thanksgiving 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. Inflation came down.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% 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. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 16, 2023

Coming up next week: Retail sales and housing starts. Stay tuned for next week. – 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

WiserAdvisor

AUGUST 18, 2023

Since these professionals are not driven by commissions, you can have peace of mind knowing that the recommendations they offer are unbiased and solely intended to benefit your financial interests. This might be concerning if you have a smaller investment portfolio or seek one-time financial advice.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

International College of Financial Planning

SEPTEMBER 3, 2021

This is because you have been failing to plan your funds because of less time, following the old ways, peer pressure, less understanding of the financial markets, and so on. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Zoe Financial

NOVEMBER 13, 2023

Retail sales to see how the consumer is growing up. Stay tuned for next week. – 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 Wealth Management Financial Advisor 52

Zoe Financial

DECEMBER 12, 2022

November retail sales came out on Thursday, which gives us a pulse on how the consumer’s doing. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. . Zoe’s Vetting Process to Find Top Financial Advisors. About Zoe Financial.

Marketing 52

Marketing Marketing Financial Advisor Retail 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. These milestones can often bring unique financial challenges for physicians.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

International College of Financial Planning

JULY 10, 2023

Their tasks include regularly reviewing the credit histories of existing and potential customers to assess their creditworthiness and ensure their contributions to the company’s sales. By meeting these criteria, you demonstrate your commitment to providing reliable and knowledgeable financial advice to clients.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Harness Wealth

OCTOBER 23, 2023

While there may be some overlap, accounting advisory services should not be mistaken for traditional financial planning or for Client Accounting Services (CAS). Marketing and Sales Support: Joining Harness Tax also allows you access to marketing and sales support, helping you attract and retain the right clients for your firm.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

WiserAdvisor

JUNE 12, 2022

Hiring an advisor earlier on in your financial planning journey can benefit you in several ways. The professional financial advice they provide you along the way can help you reach your personal and financial goals faster. Some may charge a flat fee for simply making a financial plan that you may need to follow.

Financial Advisor 52

Financial Advisor Fiduciary Duty Commission Financial Planning 52

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52