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Welcome to the 423rd episode of the FinancialAdvisor Success Podcast ! Cristina is the CEO of Mana Financial Life Design, an RIA based in Los Angeles, California (but works virtually with clients nationwide), that oversees approximately $70 million in assets under management for 119 client households. Welcome everyone!
After several years of turmoil caused by the pandemic, financialadvisor conferences seem to have found a "new [post-pandemic] normal", with events once again growing (some already surpassing their pre-pandemic highs). As a result, I am often asked for my own suggestions of what, really, are the industry's 'best' conferences to attend.
Taxes are a central component of financialplanning. Almost every financialplanning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
Welcome to the 385th episode of the FinancialAdvisor Success Podcast ! Welcome everyone! My guest on today's podcast is Danielle Howard. Danielle is the owner of Wealth By Design, a hybrid advisory firm based in Glenwood Springs, Colorado, that oversees about $35 million in assets under advisement for 35 client households.
Welcome back to the 348th episode of the FinancialAdvisor Success Podcast ! Jeff is the Owner and Founder of Cypress FinancialPlanning, an independent RIA based in Haddon Heights, New Jersey, that oversees $275 million in assets under management for 380 client households. My guest on today's podcast is Jeff Jones.
Though in practice, while a 1% AUM fee is a common 'starting point' in the industry, the actual fee structure can vary based on the firm's approach; for example, some firms may reduce the fee for high-net-worth clients, or charge an additional fee for separate and additional services (from deeper financialplanning to add-ons like tax preparation).
Welcome back to the 312th episode of the FinancialAdvisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. My guest on today's podcast is Emily Rassam.
The 2023 Technology Tools for Today (T3) Advisor Conference, held last month in Tampa, Florida, featured a large gathering of financialadvisors and representatives across the fintech industry attending the 2½-day conference.
From gradually raising the RMD age to 75 to expanding opportunities to make Roth-style contributions, to increasing the annual limit for Qualified Charitable Distributions, this legislation will likely impact nearly all financialplanning clients! How ‘regifting’ can help save money and reduce waste. Read More.
[link] [link] [link] New FinancialAdvisor 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. Key Highlights Find new ways to get better at being a financialadvisor.
Key Highlights Find good ways to get new clients as a financialadvisor. Explore several ways to get financialadvisor 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.
Welcome back to the 360th episode of the FinancialAdvisor Success Podcast ! Suzanne is a Senior FinancialAdvisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. Read More.
Establishing successful client relationships as a financialadvisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.
For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. In the context of the financialplanning industry, whereas Financial Advice 1.0 Specifically, Financial Advice 3.0
Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financialadvisors and compress advisory fees. In reality, though, the robos struggled to gain traction, and the human financial advice business just continues to grow.
Welcome back to the 331st episode of the FinancialAdvisor Success Podcast ! My guest on today's podcast is Jake Northrup. Jake is the Founder of Experience Your Wealth, an independent RIA based in Bristol, Rhode Island, that advises 78 client households with a 3-person team supporting more than $550,000 of ongoing revenue.
For investors, this may be a time to revisit your financialplan, not to panic. Consider speaking with a financialadvisor about risk tolerance and strategies like tax loss harvesting. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Find your financialadvisor matches.
As financialplanning 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 financialplanning that benefit from engagement with a human advisor.
Key Highlights A strong marketing plan is key for financialadvisors. 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 financialadvisors.
Welcome back to the 309th episode of the FinancialAdvisor Success Podcast ! My guest on today's podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. Read More.
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a CFP Board ad campaign promoting a career in financialplanning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the ads – (..)
Final Thoughts: The Path to Financial Security Starts Today Smart financialplanning isnt about giving up the things you enjoyits about making informed decisions that align with your goals. The key is to strike a balance between enjoying the present and securing the future.
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financialplanning (..)
Top 7 SEO Strategies Every FinancialAdvisor Needs to Know to Rank Higher on Google Its true, theres more than one way to skin a cat. The cat were referring to in the case of financialadvisors is leads, booked appointments , and new clients to grow your practice. Snag our SEO Checklist for FinancialAdvisors here!
Welcome to the February 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 financialadvisors!
Financialadvisors are often responsible for working with a wide range of individuals, both among their client base and coworkers, who each have their own personality, beliefs, and style of communication. Read More.
As a starting point, while financialadvisors tend to have a strong client retention rate (often well above 90%), data from CEG indicate that nearly 40% of business owners surveyed said they were at least somewhat likely to switch their primary financialadvisor in the next 2 years.
If a financialadvisor tries to tell you otherwise, be wary. Smart Investing: Focus On Your Longterm Financial Goals Its imperative to begin the investment process with a clear idea of your goals and the time frame for your financialplan to accomplish them. Zoe Financial does not provide legal advice.
Most commonly, niches present as particular needs of a firm's clients. pre-retirees with employer pension annuity choices), political or religious affiliations, or significant life events that create central themes and recurring concerns that an advisor can specialize in (e.g., Read More.
As a financialadvisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.
For many seasoned financialadvisors, 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.
Welcome back to the 317th episode of the FinancialAdvisor Success Podcast ! Jennifer is the CEO and a Senior Advisor for Milestone FinancialPlanning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households. Read More.
If you are thinking about why you should continue meeting with your financialadvisor, you have already taken a big step toward securing your financial future – you have engaged the services of a professional. Now, how often you need to meet with your advisor depends on the degree of help needed by you.
For many financialadvisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client. developing a valuable offering for consumers.
However, when it comes to the final design and layout, even the most enthusiastic financialadvisors can encounter obstacles. The presentation should be simple yet engaging; authoritative, yet welcoming. Seals FinancialPlanning & Investments What does Seals do right? and “Will I outlive my money?”
Whether planning for retirement, investing in volatile markets, or managing tax implications, clients are often presented with intricate information that can leave them overwhelmed, confused, and anxious, undermining their ability to make informed decisions.
Welcome to the 398th episode of the FinancialAdvisor Success Podcast ! Welcome everyone! My guest on today's podcast is Eric Wulff. Eric is the CEO of Marcum Wealth, an RIA based in Cleveland, Ohio, that oversees $2.5 billion in assets under management for approximately 2,700 client households.
A cornerstone service that many financialadvisors provide is education. One potential dynamic of these conversations might involve the advisor's bruised feelings from knowing the client had been searching for financialplanning answers somewhere else rather than coming to the advisor and asking their questions directly.
Here are some Excel models financialadvisors can use to create your Chart of Accounts. Download this Excel sheet below for free to get a template for a financialadvisor income statement and financialadvisor balance sheet. I am a CFA® charterholder and I used to be a financialadvisor.
For these reasons and several others, it is essential to follow specific financialplanning tips for dual-income families. If you wish to learn about financial strategies that can help dual-income families plan their finances better, consider seeking the services of a professional financialadvisor for the same.
For many financialadvisors, choosing their profession was based on a genuine desire to help others achieve their financial goals. It can feel stressful at best and disingenuous at worst. Core to the no-stress sales process is establishing trust equity with the prospect.
Financialadvisors have a wide range of strategies at their disposal to create financialplans for their clients. This strategy is valuable because it generally allows for higher initial withdrawal rates than more static approaches that don’t accommodate clients willing to adjust their spending in retirement.
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