How Is AI Helping Financial Advisors Right Now?
Wealth Management
JUNE 5, 2023
This piece was generated by entering the question, "How Is AI Helping Financial Advisors Right Now?" " into Google’s Bard and is presented with no editing.
How Financial Advisors Can Create Engaging Financial Presentations
Don Connelly & Associates
FEBRUARY 3, 2025
A significant challenge for financial advisors is translating complex financial concepts into terms clients can easily digest. For many, presentations serve as an effective medium for closing the gap between what advisors know and what clients can understand.
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Diamond Podcast for Financial Advisors: 2024 Advisor Transition Report
Wealth Management
MARCH 20, 2025
Louis and Jason Diamond present key findings and insights from the annual state of the industry report on advisor movement, transition deals and more.
#FASuccess Ep 423: Expanding Across The Household By Helping (Affluent) Sandwich Generation Kids With Their Parents’ Financial Needs, With Cristina Livadary
Nerd's Eye View
FEBRUARY 4, 2025
Welcome to the 423rd episode of the Financial Advisor 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!
The 10 Best Financial Advisor Conferences To Attend In 2024
Nerd's Eye View
OCTOBER 30, 2023
After several years of turmoil caused by the pandemic, financial advisor 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.
Financial Advisors Communicating About Market Volatility
Indigo Marketing Agency
MARCH 20, 2025
Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Thats where financial advisors come in! They need to hear from you.
The 9 ‘Best’ Financial Advisor Conferences (For Scaling Up) In 2023
Nerd's Eye View
OCTOBER 17, 2022
In addition, we've also updated our popular "Master Conference List" of all financial advisor conferences in 2023, for both advisors looking for a wider range of events to attend (if you want to delve deeper into a particular topical area), and for vendors looking for more conferences to exhibit at!
Weekend Reading For Financial Planners (January 25–26)
Nerd's Eye View
JANUARY 24, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)
Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance
Nerd's Eye View
NOVEMBER 30, 2022
Which means that advisors are often left to figure out on their own how to guide their clients on tax-related matters without crossing the line into ‘Tax Advice’, which can potentially create certain liability issues for the advisor and their firm.
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Kitces & Carl Ep 157: Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting
Nerd's Eye View
FEBRUARY 6, 2025
The introductory meeting is a high-stakes moment for both advisors and prospects, often nerve-wracking for both sides. Advisors must decide how to present themselves, respond to questions, explain complex issues in an engaging way, and propose and explain their long-term proposition.
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The 12 Best Business Books of 2022 for Advisors
Wealth Management
NOVEMBER 23, 2022
From books on leadership and conflict management to a novel about finance, WealthManagement.com presents the best books of 2022 for financial advisors.
Strategies for Lead Generation for Financial Advisors
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.
Advertising for Financial Advisors: Strategies for Success
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. It is key for the growth of your business.
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Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios With Embedded Gains
Nerd's Eye View
MARCH 12, 2025
For financial advisors, Section 351 exchanges present a potential solution for clients with high embedded gains, such as those who through the use of tax-loss harvesting have lowered their portfolios' basis to the point where it's no longer possible to harvest any losses to offset the gains realized in reallocating the portfolio.
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Elevate Your Game: New Financial Advisor Prospecting Methods
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. Key Highlights Find new ways to get better at being a financial advisor.
What It Takes To Attract And Serve HNW Entrepreneurs As A Financial Advisor
Nerd's Eye View
APRIL 8, 2024
As a starting point, while financial advisors 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 financial advisor in the next 2 years.
#FA Success Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family, With Suzanne Powell
Nerd's Eye View
NOVEMBER 21, 2023
Welcome back to the 360th episode of the Financial Advisor Success Podcast ! Suzanne is a Senior Financial Advisor 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.
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5 Proven Marketing Strategies for Financial Advisors to Boost Client Acquisition
Indigo Marketing Agency
FEBRUARY 19, 2025
5 Proven Marketing Strategies for Financial Advisors to Boost Client Acquisition In her classic hit song Nothing Can Come Between Us, Sade was right when she sang, Its about trust. The number-one objective financial advisors must have in their online marketing efforts is to build TRUST with their audience.
Top 7 SEO Strategies Every Financial Advisor Needs to Know to Rank Higher on Google
Indigo Marketing Agency
FEBRUARY 8, 2025
Top 7 SEO Strategies Every Financial Advisor 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 financial advisors is leads, booked appointments , and new clients to grow your practice. Snag our SEO Checklist for Financial Advisors here!
#FA Success Ep 385: Unblocking Clients That Won’t Implement With A Journey Of Financial Health, With Danielle Howard
Nerd's Eye View
MAY 14, 2024
Welcome to the 385th episode of the Financial Advisor 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.
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#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran
Nerd's Eye View
NOVEMBER 29, 2022
Welcome back to the 309th episode of the Financial Advisor 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.
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41 Top Influencers for Financial Advisors in 2023
Indigo Marketing Agency
DECEMBER 19, 2022
As a financial advisor, 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.
#FA Success Ep 293: Jumpstarting Growth By Showing Up Differently Where Prospects Are (Digitally) Concentrated, With Anna N’Jie-Konte
Nerd's Eye View
AUGUST 9, 2022
Welcome back to the 293rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anna N’Jie-Konte. Read More.
Highlights From The 2023 T3 Advisor Conference
Nerd's Eye View
APRIL 10, 2023
The 2023 Technology Tools for Today (T3) Advisor Conference, held last month in Tampa, Florida, featured a large gathering of financial advisors and representatives across the fintech industry attending the 2½-day conference.
#FA Success Ep 318: From So Many Clients To So Few: Transitioning From Retail Brokerage To The Multi-Family Office, With Ali Swart
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.
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#FA Success Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort, With Emily Rassam
Nerd's Eye View
DECEMBER 20, 2022
Welcome back to the 312th episode of the Financial Advisor 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.
Weekend Reading For Financial Planners (Dec 24-25)
Nerd's Eye View
DECEMBER 23, 2022
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 financial planning clients! How ‘regifting’ can help save money and reduce waste.
Mistake 3: Financial Advisors Lack a Value Proposition
Prosperity Coaching
AUGUST 27, 2022
Financial advisor value propositions: A value proposition is essential for financial advisor firms to clearly communicate what they offer their ideal clients yet creating one is often a confusing process that is greatly misunderstood.
Wealthbox’s Upcoming Built-In AI Meeting Notes Tool Signals Competition For Standalone Providers (And More Of The Latest In Financial #AdvisorTech – March 2025)
Nerd's Eye View
APRIL 7, 2025
Welcome to the April 2025 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!
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Quantifying (More Accurately) The Real Impact Of A Financial Advisor’s Costs On Their Clients’ Nest Eggs
Nerd's Eye View
OCTOBER 23, 2024
This argument is particularly common in the financial independence and personal finance space, with financial educators like Ramit Sethi being a notable critic. Read More.
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Websites for Financial Advisors: What’s Working in 2024
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. The presentation should be simple yet engaging; authoritative, yet welcoming. Seals Financial Planning & Investments What does Seals do right?
#FA Success Ep 348: Building Your Own Planning Spreadsheets To Show Clients What They Need To See, With Jeff Jones
Nerd's Eye View
AUGUST 29, 2023
Welcome back to the 348th episode of the Financial Advisor Success Podcast ! Jeff is the Owner and Founder of Cypress Financial Planning, 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.
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The Tailwind of An Aging Installed Base – HVAC
Fortune Financial
APRIL 1, 2025
More recently, we discussed the opportunity present in our nation’s old housing stock. Both the author and clients of Fortune Financial Advisors, LLC, own shares of Carrier. The post The Tailwind of An Aging Installed Base – HVAC appeared first on Fortune Financial Advisors.
#FA Success Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing, With Brenda Hiscock
Nerd's Eye View
MARCH 21, 2023
Welcome back to the 325th episode of the Financial Advisor Success Podcast ! Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.
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Why You Should Continue Meeting With Your Financial Advisor
WiserAdvisor
SEPTEMBER 1, 2022
If you are thinking about why you should continue meeting with your financial advisor, 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.
Market Timing vs. Time in the Market
Zoe Financial
JANUARY 28, 2025
If a financial advisor tries to tell you otherwise, be wary. Facts presented have been obtained from sources believed to be reliable. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source.
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Weekend Reading For Financial Planners (April 8-9)
Nerd's Eye View
APRIL 7, 2023
Also in industry news this week: FINRA has announced that, on the heels of its first enforcement action under the Reg BI rules, it will be ramping up its examinations of broker-dealers for potential violations (after a long period of relative leniency when firms were still determining how best to comply with the rule) A recent study from Ameriprise (..)
Is it Wise to Put All Your Money With One Financial Advisor?
WiserAdvisor
JULY 22, 2022
Hiring a financial advisor is beneficial in multiple ways. You get access to financial expertise and knowledge on investments and money management, a deeper understanding of how markets work, and how to create and deploy the right investment strategies to attain your goals. Keep reading to find out.
Financial Advisor Income Statement and Balance Sheet: Template Download
Sara Grillo
APRIL 11, 2023
Here are some Excel models financial advisors can use to create your Chart of Accounts. Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet. I am a CFA® charterholder and I used to be a financial advisor.
3 Aspects Of Identity Covering And How It Impacts Advisors’ Happiness At Work
Nerd's Eye View
JULY 11, 2022
Financial advisors 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.
Kitces & Carl Ep 123: Does Every Prospective Client Fit A Niche, Or Do Advisor Specializations Leave More Underserved?
Nerd's Eye View
OCTOBER 19, 2023
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.,
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How Financial Advisors Can Help Protect Elderly Clients From Fraud
WiserAdvisor
FEBRUARY 21, 2023
If you wish to learn more about financial planning for elders, consider consulting with a professional financial advisor who can guide you on the same. Read below to understand how the elderly are vulnerable to being scammed financially, and how hiring a financial advisor could help protect them from fraud.
Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JANUARY 13, 2025
Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees. In reality, though, the robos struggled to gain traction, and the human financial advice business just continues to grow.
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Weekend Reading For Financial Planners (May 27-28)
Nerd's Eye View
MAY 26, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that while banks have been able to attract a younger and more diverse set of financial advisors compared to the rest of the industry, thanks in part to their built-in referral stream, a relative lack of independence (..)
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