Nerd's Eye View

MARCH 17, 2025

And with the advent of AI in particular, questions have emerged about whether technology will replace many human jobs, including financial advisors. Nonetheless, AI Notetakers are not just for solo advisors; instead, they're also increasingly popular amongst larger (e.g.,

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Financial Advisor Clients Financial Planning Professional Services 146

Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. In its most recent report on U.S.

Financial Planner 246

Financial Planner CFP Professional Services Financial Planning 246

Nerd's Eye View

JANUARY 8, 2024

Professional service industries tend to evolve over time as the regulatory environment evolves and new technologies emerge. 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.

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Financial Advice Medicine Financial Planning Estate Planning 245

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. Check out the site here: Financial Freedom Wealth Management. Peabody Wealth Advisors.

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Financial Advisor Wealth Management Wealth Advisor Clients 98

Indigo Marketing Agency

APRIL 3, 2024

You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. Do you choose: Newspaper ad Radio spot Billboard Phonebook ad (Remember…there IS a right answer!) A smart financial advisor would invest in the phonebook ad every time.

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Financial Services Financial Advisor Advertising Engineering 52

Darrow Wealth Management

NOVEMBER 5, 2024

professional services, consulting, law, health, financial services, farming, among others). Strongly consider engaging a personal team of tax and financial advisors to help guide you through the process. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor.

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Taxes Wealth Management Tax Planning Assets 62