Nerd's Eye View

SEPTEMBER 6, 2022

Welcome back to the 297th episode of the Financial Advisor Success Podcast ! Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. My guest on today's podcast is Andy Panko. Read More.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Nerd's Eye View

SEPTEMBER 13, 2022

Welcome back to the 298th episode of the Financial Advisor Success Podcast ! Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5 billion in assets managed by over 20 affiliated independent advisor businesses.

Financial Advisor 170

Financial Advisor Financial Services Ethics Recruitment 170

Nerd's Eye View

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Planning 227

Planning Financial Planning Financial Advice Clients 227

Nerd's Eye View

FEBRUARY 21, 2023

Welcome back to the 321st episode of the Financial Advisor Success Podcast ! Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 My guest on today's podcast is Danqin Fang. billion in assets under management for nearly 400 client households. Read More.

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Nerd's Eye View

SEPTEMBER 4, 2023

Welcome to the September 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 234

Startup Clients Financial Advisor Financial Planning 234

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Nerd's Eye View

AUGUST 30, 2022

Welcome back to the 296th episode of the Financial Advisor Success Podcast ! Ed is the founder of Healthy Love & Money, a financial therapy practice in Charlotte, North Carolina that helps couples and families uncover and understand the roots of their underlying financial conflicts. Read More.

Clients 187

Clients Financial Advisor Financial Services Education 187

Nerd's Eye View

JUNE 7, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that recent surveys indicate that consumers continue to trust human financial advisors more than Artificial Intelligence (AI)-powered tools.

Financial Planner 167

Financial Planner Financial Advisor Certification Estate Planning 167

Nerd's Eye View

JANUARY 24, 2023

Welcome back to the 317th episode of the Financial Advisor Success Podcast ! Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households. Read More.

Management 231

Management Financial Advisor Planning Retirement 231

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 216

Risk Tolerance Communication Startup Financial Planning 216

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Indigo Marketing Agency

JULY 23, 2024

However, when it comes to the final design and layout, even the most enthusiastic financial advisors can encounter obstacles. Seals Financial Planning & Investments What does Seals do right? Big Promise and Commanding Headline Seals Financial starts with a powerful promise. and “Will I outlive my money?”

Financial Advisor 98

Financial Advisor Certified Financial Planner Retirement Clients 98

Nerd's Eye View

JANUARY 31, 2023

Welcome back to the 318th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ali Swart. Read More.

Clients 208

Clients Retail Financial Advisor Recruitment 208

Nerd's Eye View

OCTOBER 11, 2022

Welcome back to the 302nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Libby Greiwe. Read More.

Financial Advisor 200

Financial Advisor Clients Consulting Financial Services 200

Nerd's Eye View

OCTOBER 19, 2023

While there is no 'silver (or blue) bullet' for financial advisors looking to serve those who may otherwise lack access to financial services, differentiating themselves by narrowing their focus on a specific area can still be a good first step. Read More.

Clients 197

Clients Financial Advisor Financial Advice Financial Services 197

FMG

OCTOBER 14, 2022

One of our favorite parts of working with our financial advisors and broker-dealers is the reveal of each new website. It’s so exciting to see the unique personality and perspective of each advisor expressed through a website. Financial Freedom Wealth Management Group. Peabody Wealth Advisors.

Financial Advisor 98

Financial Advisor Wealth Management Wealth Advisor Clients 98

Nerd's Eye View

JULY 16, 2024

Welcome to the 394th episode of the Financial Advisor Success Podcast ! Christi is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households, and is on track to generate nearly $1.5M in revenue this year from its specialized services.

Clients 130

Clients Financial Advisor Consulting Financial Planning 130

FMG

FEBRUARY 27, 2023

We get the pleasure of building website for a variety of financial advisors, including these amazing female-led firms. Retire Secure Financial Planning Managing Principal Nancy Tani, CFP®, JD, MBA , Retire Secure Financial Planning is a financial planning and investment management firm serving the greater Chicago area.

Financial Advisor 98

Financial Advisor CFP Financial Planning Wealth Management 98

Nerd's Eye View

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mindy Crary.

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

Nerd's Eye View

JANUARY 3, 2023

Welcome back to the 314th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sue Chesney.

CFP 130

CFP Planning Financial Planning Financial Advisor 130

Nerd's Eye View

DECEMBER 29, 2022

For many seasoned financial advisors, the road toward building a career and a business can be challenging and rewarding. And even though most advisors would agree that the road to success involves many years of hard work and sacrifice, each advisor’s path to ultimate success can consist of massively different experiences.

Financial Services 166

Financial Services Communication Financial Advisor Financial Planning 166

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. The average advisor serves 156 clients.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

WiserAdvisor

OCTOBER 11, 2022

Most people start financial planning with the goal of growing their finances through savings and investments. But financial planning is not limited to increasing your wealth alone. However, you can adopt certain tax and financial planning strategies to lower your tax output. Keep reading to find out.

Financial Planning 80

Financial Planning Accounting Taxes Planning 80

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 a CFA® charterholder and financial advisor marketing consultant.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

NAIFA Advisor Today

OCTOBER 24, 2024

Kevin Tostado is a San Diego-based financial advisor and a former film producer with three Emmys. After a 15-year career in the film industry, including directing and producing award-winning documentary Under the Boardwalk: The Monopoly Story , he transitioned to financial services.

Financial Services 52

Financial Services Engineering Financial Advisor Consulting 52

Nerd's Eye View

DECEMBER 27, 2022

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. My guest on today's podcast is John Stokes.

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Explore several ways to get financial advisor leads. Get advice from experts about good tools and methods for lead generation in financial services. It will help you connect with potential clients looking for financial help.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Indigo Marketing Agency

AUGUST 18, 2021

If you feel like you’re in a crowded space as a financial advisor, it’s because you are. There are over 300,000 advisors in this country (including seven in my office building alone). The financial services industry is getting more and more competitive every single year. The other two guys didn’t.

Financial Advisor 64

Financial Advisor Retirement Distribution Financial Services 64

WiserAdvisor

OCTOBER 20, 2023

You may consult with a professional financial advisor to better understand your financial history and the ensuing impact your past choices may have on your future financial planning. Need a financial advisor? Compare vetted advisors matched to your specific requirements.

Financial Planning 74

Financial Planning Planning Financial Advisor Wealth Accumulation 74

Nerd's Eye View

DECEMBER 13, 2022

Welcome back to the 311th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Terry Parham Jr. Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households.

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Financial service professionals like Tammy climb a competence stairway to work with clients. Registration Standards for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Carson Wealth

AUGUST 28, 2022

Financial advisors provide financial planning or investment guidance to clients. Financial advisors may work for themselves, with small firms or large organizations. They generally provide advice to help their clients pursue their financial goals. . How Financial Advisors Get Paid .

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. Introduction In today’s world, having a strong online presence is really important for financial advisors.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

NAIFA Advisor Today

DECEMBER 4, 2024

John Davidson is a seasoned professional in the financial services industry, having served in various roles throughout his 44-year career. A US Army veteran and former president of the NAIFA, John is also known for his dedication to mentoring the next generation of financial advisors in NAIFA's Future Leaders program.

Financial Services 98

Financial Services Financial Advisor Financial Planning Insurance 98

Indigo Marketing Agency

APRIL 3, 2024

SEO for financial services won’t exist for another few decades. You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. Imagine your life as it is now—except the year is 1984. Reagen just won his second term and “Karma Chameleon” is number 1 on the charts.

Financial Services 52

Financial Services Financial Advisor Advertising Engineering 52

Indigo Marketing Agency

JULY 1, 2024

To stand out in the competitive world of financial planning, you need more than just excellent financial services or agency support. To attract and retain clients, mastering the art of financial planning marketing is crucial. Highlight how your distinct qualities benefit your clients.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

Midstream Marketing

DECEMBER 10, 2024

By adopting these campaigns, advisors can achieve better results, connect with their target audience, and grow their business successfully. Introduction In todays challenging market, financial advisors need strong financial advisor marketing strategies. This is why video marketing works well for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52