Nerd's Eye View
NOVEMBER 29, 2024
Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).
Nerd's Eye View
JULY 17, 2023
In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.
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Nerd's Eye View
DECEMBER 1, 2022
Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.
Nerd's Eye View
DECEMBER 6, 2023
Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. While commission-based models remain in use, fee-for-service models (including AUM, hourly, retainer, and subscription) have become increasingly popular.
Nerd's Eye View
AUGUST 15, 2023
What's unique about Jim, though, is how he's leveraged nearly 3 decades of experience in converting procrastinating prospects into recurring fee-only financial planning clients, with an approach that's less about "selling" the value of financial planning and more about simply helping clients with "moving" – from where they are to where they need (..)
Nerd's Eye View
OCTOBER 19, 2023
divorce, widowhood, family members who develop special needs) – and because of the targeted services advisors offer to satisfy their clients' needs, they increase their value and the efficiency of their practice. Most commonly, niches present as particular needs of a firm's clients.
The Irrelevant Investor
JULY 30, 2019
For example, the Journal uncovered that more than 60 Certified Financial Planners filed for bankruptcy within the past decade. This in and of itself shouldn't necessarily disqualify somebody from giving financial advice, but at the very least, the potential client ought to know about it.
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