Nerd's Eye View
JUNE 12, 2023
And so, in the spirit of sharing, a few years ago I launched my list of " Recommended (Book) Reading for Financial Advisors ", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year.
Nerd's Eye View
MARCH 18, 2024
Soliciting prospect referrals can often be an effective way for financial advisors to grow their firms with clients who are ready to act and who will benefit from the firm since many referrals come from sources that are familiar not just with the advisor and the services they offer, but also with the prospect being referred and the needs they seek.
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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.
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.
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.
Nerd's Eye View
JULY 11, 2023
Welcome back to the 341st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thor McIlrath. Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households. Read More.
BlueMind
APRIL 19, 2022
Independent financial advisors are no exception to that. How Financial Advisors Can Make the Most of Digitization A research was conducted by the National Academy of Sciences which was published on July 28, 2020. However, finance, professional services, and real estate-related businesses were impacted a lot less.
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