Financial Advisor and Retirement - Financial Advisor Source

Helping Clients Grasp Abstract Retirement Income Strategies With Historical Market Visualization

Nerd's Eye View

APRIL 2, 2025

For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. Ultimately, the key point is that retirement income planning is not just about statistics – it's about helping clients believe in their plan.

Retirement

Retirement Clients Retirement Planning Marketing

Vanguard’s Head of Financial Advisor Services to Retire

Wealth Management

DECEMBER 19, 2023

Amma Boateng, who currently leads the broker/dealer channel within Financial Advisor Services, will succeed Tom Rampulla, effective Jan.

Financial Advisor

Financial Advisor Retirement

Optimizing The Planning Process To Address Challenges For Clients Who Are 1 Year Away From Retirement

Nerd's Eye View

APRIL 21, 2025

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.

Retirement

Retirement Clients Planning Estate Planning

Webinars

What Your Financial Statements Are Telling You—And How to Listen!

Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

MORE WEBINARS

Optimizing The Planning Process To Address Challenges For Clients Who Are One Year Away From Retirement

Nerd's Eye View

APRIL 21, 2025

When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.

Retirement

Retirement Clients Planning Estate Planning

Survey: Financial Advisors Have Larger Role To Play In Clients' Retirement Planning

Wealth Management

JANUARY 31, 2023

Vestwell conducted the fourth-annual “Retirement Trends Report” in fall 2022 and received responses from almost 1,300 savers, 500 financial advisors and 250 small businesses.

Financial Advisor

Financial Advisor Retirement Planning Retirement Clients

Weekend Reading For Financial Planners (November 30–December 1)

Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

Financial Planner

Financial Planner Financial Advice Retirement Financial Advisor

Cerulli: Financial Advisors to Sell More Retirement Plans as Micro DC Market Grows

Wealth Management

JANUARY 10, 2025

A survey of DC recordkeepers found a large majority expect to see more financial advisors selling 401(k) plans with less than $5 million in assets.

Financial Advisor

Financial Advisor Retirement Planning Planning Retirement

Less Than a Fifth of Americans Regularly Meet with a Financial Advisor About Retirement

Wealth Management

SEPTEMBER 19, 2024

A new survey from Wealth Enhancement Group found many people feel behind on retirement plans but aren’t doing enough to set and meet clear goals.

Retirement

Retirement Financial Advisor Retirement Planning Planning

Weekend Reading For Financial Planners (January 18–19)

Nerd's Eye View

JANUARY 17, 2025

Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)

Financial Planner

Financial Planner Retirement Planning Retirement Financial Advisor

Choosing A Financial Advisor? – Ask These 6 Questions

The Chicago Financial Planner

FEBRUARY 2, 2024

A part of this process might include hiring a financial advisor or hiring a new financial advisor if you have decided to move on from your current advisor. Hiring the right advisor for your needs is critical. Here are six questions to ask when choosing a financial advisor: How do you get paid?

Financial Advisor

Financial Advisor Financial Planner Fee Only Clients

#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

OCTOBER 29, 2024

Welcome to the 409th episode of the Financial Advisor Success Podcast ! Welcome, everyone! My guest on today's podcast is Travis Hornsby. Read More.

Consulting

Consulting Clients Financial Planning Compensation Planning

Five “Self-Persuasion” Questions To Connect With Prospects Who Say They’re Interested… But Aren’t Moving Forward

Nerd's Eye View

JANUARY 22, 2025

Financial advisors often engage with a variety of prospects, each with unique needs and motivations. Some prospects approach an advisor with an immediate 'problem to be solved', such as a fast-approaching retirement date. I help clients in retirement by doing X, Y, and Z.").

Financial Advice

Financial Advice Financial Planning Retirement Clients

Your Next Financial Advisor Will Be on an App

Wealth Management

SEPTEMBER 30, 2024

Private bankers and retirement planners will increasingly use AI to invest and even communicate, but the human element will always be crucial.

Financial Advisor

Financial Advisor Communication Retirement Investments

#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

Nerd's Eye View

JANUARY 21, 2025

Welcome to the 421st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Daniel Friedman. Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. Read More.

Taxes

Taxes Tax Planning Financial Advisor Compensation Planning

Small Business Retirement Plans – SEP-IRA vs. Solo 401(k)

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? Two popular small business retirement plans are the SEP-IRA and Solo 401(k).

Retirement Planning

Retirement Planning Retirement Planning Financial Planner

Personal finance links: household economics

Abnormal Returns

JANUARY 29, 2025

morningstar.com) Peter Lazaroff on how much money you need to retire. yaleclimateconnections.org) Purpose Why you need a purpose in retirement. contessacapitaladvisors.com) On the value a financial advisor can add. abnormalreturns.com) Retirement includes a lot of uninsured health costs. cnbc.com)

Economics

Economics Retirement Financial Advisor Investments

Kitces & Carl Ep 119: Navigating Succession Plans When Founders Are Having Second Thoughts On Retirement

Nerd's Eye View

AUGUST 24, 2023

For many next-gen financial advisors who start with or move their careers to an established firm, eventually earning an equity stake in that firm can be an exciting prospect and is often a major career goal that many advisors aspire to achieve.

Retirement

Retirement Planning Retirement Planning Communication

Do We Have Enough Financial Advisors to Handle $80 Trillion?

A Wealth of Common Sense

DECEMBER 6, 2024

Retirement is still a relatively new concept. Throughout most of human history, people worked late into life, maybe retired for a few years or worked until they keeled over. Retiring to a life of leisure is a concept that’s only been around in a big way since the post-WWII era.

Financial Advisor

Financial Advisor Retirement Wealth Management Management

#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

Nerd's Eye View

APRIL 8, 2025

Welcome to the 432nd episode of the Financial Advisor Success Podcast! Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

Financial Planning

Financial Planning Clients Planning Financial Advisor

Helping Nervous Clients Understand The (True) State Of The Social Security System And What It Means For Their Retirement

Nerd's Eye View

OCTOBER 2, 2024

In this environment, financial advisors have the opportunity to add value for their clients not only by giving a clear explanation about the current status of Social Security and the potential legislative changes that could improve its solvency, but also by modeling what (realistic) changes would mean for their clients' financial plans.

Retirement

Retirement Clients Financial Planning Financial Advisor

Personal finance links: psychological benefits

Abnormal Returns

JANUARY 15, 2025

Podcasts Khe Hy talks with Christine Benz author of "How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement." humansvsretirement.com) Peter Lazaroff on what you need to know when choosing a financial advisor. podcasts.apple.com) Retirement Retirement is a great time to do some creative tax planning.

Retirement

Retirement Tax Planning Taxes Budgeting

Can You Live Off Dividends In Retirement?

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. You may need more money than you think to retire on dividends. Retire on dividends?

Retirement

Retirement Asset Allocation Taxes Portfolio

Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning 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.

Tax Planning

Tax Planning Compliance Taxes Financial Advisor

Adviser links: losing focus

Abnormal Returns

NOVEMBER 11, 2024

podcasts.apple.com) Daniel Crosby talks the racial wealth grap with Adam Tolliver who is a Partner Financial Advisor at Artisan Financial Strategies. advisorperspectives.com) A three-part approach to developing a 'statement of financial purpose.' kitces.com) What it means to be a great adviser to retired clients.

Wealth Management

Wealth Management Estate Planning Tax Planning Financial Advisor

How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

FEBRUARY 13, 2025

When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.

Fee Only

Fee Only Financial Advisor Financial Planner Certified Financial Planner

Implementing Retirement Income Guardrails To Facilitate (The Right) Spending Raises And Spending Cuts

Nerd's Eye View

JANUARY 4, 2023

Financial advisors have a wide range of strategies at their disposal to create financial plans 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.

Retirement

Retirement Distribution Retirement Planning Asset Allocation

The New Rules of SEO: How AI Is Changing Visibility for Financial Advisor Websites

FMG

MARCH 6, 2025

Financial Advisor Websites and the Changing SEO Landscape Staying visible online is more challenging than ever, especially for financial advisor websites. AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors.

Financial Advisor

Financial Advisor Engineering Media Retirement Planning

SECURE 2.0 Ushers in a New Era for Retirement Savings

Wealth Management

JANUARY 30, 2023

The new legislation brings many opportunities for financial advisors to rapidly scale their practices.

Retirement

Retirement Financial Advisor

Adviser links: compassionate objectivity

Abnormal Returns

MARCH 24, 2025

(citywire.com) What would an agentic AI solution look like for a financial advisor? crr.bc.edu) What do (different) surveys tell us about well-being in retirement? advisorperspectives.com) Ranking the adviser AI note taking apps. kitces.com) Aging Older Americans have a bad sense of the risk of long-term care costs.

Risk Tolerance

Risk Tolerance Startup Financial Advisor Retirement

Inflation Is A Risk In Retirement, But Most Planning Technology Doesn’t Treat It That Way

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

Retirement

Retirement Planning Financial Planning Risk Tolerance

Personal finance links: freedom and wealth

Abnormal Returns

JUNE 12, 2024

ritholtz.com) Katie Gatti Tassin talks with Katy Song of Domain Money about how to break up with your financial advisor. semafor.com) Retirement Cognitive decline is inevitable. abnormalreturns.com) It's easy to let your spending fall in retirement. humbledollar.com) Some charts to help you think about retirement.

Asset Allocation

Asset Allocation Financial Advisor Estate Planning Retirement

#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr.

Nerd's Eye View

FEBRUARY 11, 2025

Welcome to the 424th episode of the Financial Advisor Success Podcast ! David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome everyone! Read More.

Planning

Planning Valuation Financial Advisor Sales

The Diamond Podcast for Financial Advisors: How Tax Planning Can Add Value to Clients and Your Business

Wealth Management

APRIL 3, 2025

Steven Jarvis, the founder and CEO of Retirement Tax Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisors business.

Taxes

Taxes Tax Planning Financial Advisor Retirement

Health Savings Accounts – The Other Retirement Plan

The Chicago Financial Planner

OCTOBER 21, 2021

Saving for retirement is a major undertaking for most of us. Health savings accounts (HSA) provide another vehicle to save for retirement. An HSA can serve as an additional retirement savings vehicle on top of your IRA or 401(k) to help cover healthcare and other retirement expenses. Click To Tweet. The Bottom Line.

Retirement Planning

Retirement Planning Accounting Retirement Planning

How to Get Comments on Your Social Post: Social Media for Financial Advisors

FMG

MARCH 3, 2025

Financial advisors know that social media isnt just for posting updates; its for building connections. Social media for financial advisors doesn’t have to be challenging let’s dive into simple ways to encourage comments on your posts. For instance, many people feel overwhelmed by retirement planning.

Financial Advisor

Financial Advisor Media Retirement Planning Retirement

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.

Financial Advisor

Financial Advisor Media Financial Services Clients

Adviser links: going back to work

Abnormal Returns

SEPTEMBER 16, 2024

(youtube.com) Daniel Crosby talks with Cady North, Founder and CEO of North Financial Advisor, about planning for a sabbatical. standarddeviationspod.com) Retirement Retirees go back to work for any number of reasons. investmentnews.com) A checklist if a client gets laid off near retirement age.

Wealth Management

Wealth Management Startup CFP Retirement

When Should You Hire a Financial Advisor?

A Wealth of Common Sense

FEBRUARY 15, 2024

Josh Brown joined me again this week to discuss questions about career advice for younger advisors, when it makes sense to hire a financial advisor for retirement, 401ks vs. brokerage accounts and how to deploy cash in the face of all-time highs in the stock market. The post When Should You Hire a Financial Advisor?

Financial Advisor

Financial Advisor Retirement Accounting Marketing

Weekend Reading For Financial Planners (April 19–20)

Nerd's Eye View

APRIL 18, 2025

Also in industry news this week: According to a recent survey, 40% of financial advisory clients would switch to an advisor who offers estate planning services, with help with specific tasks like beneficiary designations or tax strategies as the most sought-after service among respondents RIA M&A activity set a first-quarter record to start the (..)

Financial Planner

Financial Planner Risk Tolerance Estate Planning Clients

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.

Advertising

Advertising Financial Advisor Financial Services Clients

Weekend Reading For Financial Planners (January 27-28)

Nerd's Eye View

JANUARY 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news of a survey indicating that about 90% of financial advisors would switch firms based on bad technology at their current firm, and that 44% have already done so. Read More.

Financial Planner

Financial Planner Retirement Planning Financial Advisor Retirement

Personal finance links: a shared home

Abnormal Returns

MARCH 13, 2024

open.spotify.com) Retirement A lot of things can upend a successful retirement. humbledollar.com) Managing withdrawals in retirement is a real challenge. morningstar.com) Should financial advice be gentle or authoritarian? tonyisola.com) The best financial advisor for you may not be local.

Financial Advice

Financial Advice Retirement Financial Advisor Financial Planning

Personal finance links: efficient conversions

Abnormal Returns

JULY 17, 2024

(ritholtz.com) Benjamin Felix and Cameron Passmore on when its time to hire a financial advisor. rationalreminder.libsyn.com) Dan Haylett talks with Suzi Campi about repurposing one's life in retirement. humansvsretirement.com) Thomas Kopelman and Jacob Turner talk about the mindset shift needed in retirement.

Retirement

Retirement Financial Advisor Financial Planning Portfolio

Financial Advisor Marketing to Millennials: Reach Success

Midstream Marketing

OCTOBER 29, 2024

By understanding their financial concerns, online habits, and how they like to communicate, you can improve your marketing. Financial Advisor Marketing to Millennials Millennials are people born from 1981 to 1996. Still, these challenges also create new chances for financial advisors. Avoid hard financial terms.

Financial Advisor

Financial Advisor Financial Advice Marketing Marketing

Helping Clients Grasp Abstract Retirement Income Strategies With Historical Market Visualization

Vanguard’s Head of Financial Advisor Services to Retire

Webinars

Trending Sources

Optimizing The Planning Process To Address Challenges For Clients Who Are 1 Year Away From Retirement

Webinars

Optimizing The Planning Process To Address Challenges For Clients Who Are One Year Away From Retirement

Survey: Financial Advisors Have Larger Role To Play In Clients' Retirement Planning

Weekend Reading For Financial Planners (November 30–December 1)

Cerulli: Financial Advisors to Sell More Retirement Plans as Micro DC Market Grows

Less Than a Fifth of Americans Regularly Meet with a Financial Advisor About Retirement

Weekend Reading For Financial Planners (January 18–19)

Choosing A Financial Advisor? – Ask These 6 Questions

#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Five “Self-Persuasion” Questions To Connect With Prospects Who Say They’re Interested… But Aren’t Moving Forward

Your Next Financial Advisor Will Be on an App

#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

Small Business Retirement Plans – SEP-IRA vs. Solo 401(k)

Personal finance links: household economics

Kitces & Carl Ep 119: Navigating Succession Plans When Founders Are Having Second Thoughts On Retirement

Do We Have Enough Financial Advisors to Handle $80 Trillion?

#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

Helping Nervous Clients Understand The (True) State Of The Social Security System And What It Means For Their Retirement

Personal finance links: psychological benefits

Can You Live Off Dividends In Retirement?

Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance

Adviser links: losing focus

How to Find a Fee-Only Financial Advisor

Implementing Retirement Income Guardrails To Facilitate (The Right) Spending Raises And Spending Cuts

The New Rules of SEO: How AI Is Changing Visibility for Financial Advisor Websites

SECURE 2.0 Ushers in a New Era for Retirement Savings

Adviser links: compassionate objectivity

Inflation Is A Risk In Retirement, But Most Planning Technology Doesn’t Treat It That Way

Personal finance links: freedom and wealth

#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr.

The Diamond Podcast for Financial Advisors: How Tax Planning Can Add Value to Clients and Your Business

Health Savings Accounts – The Other Retirement Plan

How to Get Comments on Your Social Post: Social Media for Financial Advisors

Strategies for Lead Generation for Financial Advisors

Adviser links: going back to work

When Should You Hire a Financial Advisor?

Weekend Reading For Financial Planners (April 19–20)

Advertising for Financial Advisors: Strategies for Success

Weekend Reading For Financial Planners (January 27-28)

Personal finance links: a shared home

Personal finance links: efficient conversions

Financial Advisor Marketing to Millennials: Reach Success

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