Advisor Perspectives

FEBRUARY 18, 2025

While it seems unlikely that digital solutions or the internet will ever fully supplement human advisors, the ecosystem of financial advice and information is likely to continue to evolve and increasingly be online in the future.

Financial Advice 71

Financial Advice 71

Nerd's Eye View

APRIL 8, 2025

In this episode, we talk in-depth about how Seth built and provides his input deliverable (which calculates the appropriate amount of tax-exempt housing allowance pastors can take based on their individual circumstances, and even prepares a request and subsequent resolution that the Church's Board can then use) to demonstrate his expertise to prospective (..)

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

Nerd's Eye View

JUNE 12, 2024

Or if an advisor knowingly misled a client in giving information that led them to make an investment decision, they could be penalized for giving fraudulent advice under state or Federal law. Because ultimately, it's better to be surrounded by others who take care in advising their clients than to be the only one doing so!

Fiduciary Duty 245

Fiduciary Duty Risk Tolerance Investments Investing 245

Indigo Marketing Agency

SEPTEMBER 6, 2022

We’re happy to announce that Indigo Marketing Agency was featured in Bob Veres’s August 2022 issue of Inside Information , a go-to resource for financial planning, financial advisor, and investment advisor professionals. The same is true for financial advice. Testimonials provide credibility and social proof.

Marketing 97

Marketing Marketing Financial Advisor Compliance 97

Nerd's Eye View

MAY 15, 2023

But despite this history of technological advances actually benefiting the financial advisory industry, the emergence of powerful Artificial Intelligence (AI) systems, such as ChatGPT, has raised fresh questions about the future of human-provided financial advice.

Financial Advisor 246

Financial Advisor Financial Planning Financial Advice Clients 246

Nerd's Eye View

FEBRUARY 28, 2024

Initial outreach to a financial advicer rarely (if ever) results from a prospective client waking up in the middle of the night in a cold sweat because they just figured out that they're in desperate need of a comprehensive financial plan. Read More.

Planning 246

Planning Financial Advice Financial Planning Clients 246

Nerd's Eye View

NOVEMBER 29, 2023

Broadly, advice engagement tools incorporate 3 key elements that enhance the process of financial planning: First, they use visualization tools to simplify complex and abstract financial planning concepts for clients.

Planning 246

Planning Financial Planning Clients Communication 246

Nerd's Eye View

FEBRUARY 19, 2024

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry.

Consulting 244

Consulting Financial Advice Engineering Financial Advisor 244

Nerd's Eye View

AUGUST 24, 2022

To start, the agreement should contain basic information about the adviser-client relationship, including who the client is (e.g., a single person, a couple, a business, or a retirement plan) and the date on which the agreement will become effective.

Electronics 242

Electronics Clients Retirement Planning Financial Advice 242

Conneqtor

FEBRUARY 16, 2022

How do you go about improving financial advice? You don’t have to ask for personal information on your first call with your client. As financial advisors, we are trained, mind you, in a traditional methodology that doesn’t speak to reason.

Financial Advice 52

Financial Advice Financial Advisor Clients 52

Nerd's Eye View

AUGUST 24, 2022

To start, the agreement should contain basic information about the adviser-client relationship, including who the client is (e.g., a single person, a couple, a business, or a retirement plan) and the date on which the agreement will become effective.

Electronics 238

Electronics Clients Retirement Planning Financial Advice 238

Nerd's Eye View

FEBRUARY 6, 2023

Because as the focus of financial advice shifts from “The Plan” that is created initially and then only periodically updated every few years, to a year-round process of ongoing “planning”, the demand has grown for more tools that help advisors connect and engage with their clients more frequently (while also giving them actionable (..)

B2B 246

B2B Financial Advice Clients Planning 246

Midstream Marketing

OCTOBER 29, 2024

Key Highlights Millennials can benefit a lot from getting financial advice. You should change your marketing approach to meet the specific financial needs and interests of millennials. Listen to their concerns and adjust your financial advice to align with their goals. Right now, few of them use advisors regularly.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

Steve Sanduski

MAY 29, 2024

Why financial advice isn’t about complexity, it’s about connectivity. Brian Portnoy’s concept of client-centric advice vs. human-centric advice. Making financial advice a collaborative process. To how many clients can an advisor deliver exceptional service, and Ric Edelman’s solution.

Financial Advice 59

Financial Advice Clients Food Financial Advisor 59

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

NOVEMBER 6, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)

Compliance 246

Compliance Valuation Financial Advisor Clients 246

Nerd's Eye View

JULY 11, 2024

From a forward-looking perspective, advicers can ask about how the client deals with money in their home, and (if they have children) what they think their kids would say if asked the same series of questions 20 years down the road. Ultimately, the goal is to normalize the process of having meaningful conversations about money.

Clients 189

Clients Communication Financial Planning Financial Advice 189

The Big Picture

JUNE 24, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Evolution of Financial Advice. The weekend is here! To be a successful investor you need to possess a number of different traits. You need to understand how math, statistics and probabilities work.

Math 268

Math Advertising Financial Advice Assets 268

Advisor Perspectives

MARCH 25, 2025

Investors under 40 have little interest in reaching out to humans for financial advice. Rather than collaborating directly with a professional, many investors under 40 prefer a do it yourself (DIY) method that enables them to find stock market information online.

Financial Advisor 93

Financial Advisor Media Financial Advice Clients 93

Nerd's Eye View

JANUARY 17, 2024

While it could be decades before we know those answers, at the moment, professionals across every industry, including financial advice, are working to learn how they can leverage this new and remarkable tool to make their practices more efficient. Read More.

Financial Advice 130

Financial Advice Financial Planning Planning Clients 130

Abnormal Returns

JUNE 12, 2023

wealthmanagement.com) People seem to view all forms of financial information on par with each other. James Choi author of “Popular Personal Financial Advice Versus the Professors.” (kindnessfp.com) Lessons learned from juggling parenthood and running a RIA at the same time. riaintel.com) A Q&A with Prof. wsj.com)

Wealth Management 130

Wealth Management Financial Advice Financial Planning Planning 130

Midstream Marketing

OCTOBER 30, 2024

Key Highlights The financial advice world is changing. They need to put in more effort to attract prospective clients looking for financial advice. Understanding the Marketing Landscape for RIAs The world of financial advice is changing fast. This helps them draw in new clients who need financial advice.

Investment Advisor 52

Investment Advisor Investing Investments Ethics 52

International College of Financial Planning

MARCH 12, 2025

Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. But they also have a mild addiction to online shopping, an over-reliance on BNPL schemes, and a tendency to take financial advice from influencers who may or may not know what theyre talking about.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Nerd's Eye View

AUGUST 26, 2024

For most of its history, the financial advice industry has been very slow to change. In this model, the groundwork for change is first established by assessing the situation (e.g.,

Communication 173

Communication Commission Financial Advice Planning 173

Darrow Wealth Management

NOVEMBER 4, 2024

Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice. Benefits of working with an independent fiduciary advisor Independence is important when seeking financial advice.

Financial Advisor 69

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 69

Sara Grillo

NOVEMBER 25, 2024

Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. There is no guarantee that the information contained herein is accurate.

Insurance 52

Insurance Financial Advisor Consulting Clients 52

Nerd's Eye View

OCTOBER 21, 2024

A good onboarding plan can bring clarity to the advisor (or hiring manager) on how much time will need to be spent with the new hire, what order to present information in, and when an advisor can plan to 'let go' of and finally delegate different tasks to the CSA. Much of this frustration can be avoided with a clear onboarding plan.

Planning 130

Planning Clients Financial Advice Management 130

Midstream Marketing

NOVEMBER 6, 2024

Understanding the Role of Content Marketing in Finance Content marketing for financial advisors is all about providing useful information through various content types to your target audience. It helps potential clients understand complex financial topics. Trust is very important in the financial services industry.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Sara Grillo

DECEMBER 16, 2024

Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. There is no guarantee that the information contained herein is accurate.

Financial Advisor 52

Financial Advisor Consulting Planning Retirement Planning 52

Sara Grillo

DECEMBER 11, 2023

There are a lot of people who consider their fees low but here’s a financial advisor who claims to be charging 60-80% lower fees than the “full-service” wealth management firms who are his competition. What does low fee financial advice actually look like, from the inside? Does he actually do this? Don’t be fooled!

Financial Advisor 59

Financial Advisor Financial Advice Wealth Management Consulting 59

Midstream Marketing

DECEMBER 6, 2024

Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. This information can help you improve your campaigns and boost your ROI. Using strong cybersecurity is important to protect sensitive information from breaches and unauthorized access.

Marketing 52

Marketing Marketing Media Engineering 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

Sara Grillo

APRIL 19, 2024

But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. I’m not a lawyer – so please don’t interpret anything I say here as legal advice. Do your own diligence when you are seeking financial advice. Don’t be fooled!

Financial Advisor 97

Financial Advisor Financial Advice Accounting Clients 97

Don Connelly & Associates

MAY 6, 2024

In today's complex financial landscape, being knowledgeable and able to connect with people is not enough. Clients expect more from you as their financial advisor. They expect you to lead them to financial security. Why bother with anyone else?

Financial Advisor 52

Financial Advisor Clients Financial Advice Ethics 52

Midstream Marketing

DECEMBER 10, 2024

Regularly offering helpful information establishes you as a go-to resource and a leader in your field. Share important articles, industry news, and useful tips on financial planning. Always follow the rules for sharing financial information on social media. This is why video marketing works well for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

eMoney Advisor

DECEMBER 20, 2022

They are difficult to analyze and present challenges to CFP® professionals seeking to make informed investment decisions and even knowledgeable investors experience difficulty evaluating these assets. The Fiduciary Duty is exemplified by the Duty of Care, which applies to financial advice about all financial assets.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. It should also give useful information. This keeps your audience informed about financial planning.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52