Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor? Not all advisors are fiduciaries.

Financial Advisor 61

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

Nerd's Eye View

NOVEMBER 4, 2024

Welcome to the November 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 financial advisors!

Estate Planning 243

Estate Planning Planning Communication Taxes 243

Nerd's Eye View

SEPTEMBER 30, 2024

When it comes to focusing on a niche for financial advisors, business owner clients can be an appealing target as they can have complex financial planning problems ranging from cash flow management to tax planning to acquisition strategies.

Financial Advisor 243

Financial Advisor Clients Financial Planning Tax Planning 243

Nerd's Eye View

JULY 18, 2022

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.

CFP 246

CFP Recruitment Sales Certification 246

Nerd's Eye View

SEPTEMBER 13, 2023

In particular, financial advisors who offer ongoing services to clients can focus on 3 key areas that are unique to service-based sales as part of a successful sales strategy.

Financial Planning 246

Financial Planning Sales Planning Financial Advisor 246

Wealth Management

JULY 11, 2023

Avantax has engaged a financial advisor to see if there’s interest from potential buyers, but the firm may not end up selling, Bloomberg reports.

Sales 224

Sales Financial Advisor 224

Nerd's Eye View

NOVEMBER 22, 2023

For all of the myriad ways financial advisors can structure and run their practices, firm owners generally encounter similar stages in the development of their firms. Notably, these documents will serve as evidence in any subsequent disputes, making it imperative for both seller and buyer to fully understand the terms. Read More.

Compliance 246

Compliance Sales Financial Advisor Financial Planning 246

Nerd's Eye View

FEBRUARY 25, 2025

Welcome to the 426th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Jennifer des Groseilliers. Read More.

Compensation Planning 148

Compensation Planning Clients Planning Wealth Advisor 148

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.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

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 52

Advertising Financial Advisor Financial Services Media 52

XY Planning Network

FEBRUARY 5, 2024

Ready to kick your sales strategy up a notch? We understand the importance of removing the "sell" from Sales and utilizing those conversations instead as an opportunity to build stronger client relationships even before engagement. So let's dive in, demystify the process, and remove the “ick” from Sales! Hey there, RIA owners!

Sales 108

Sales Financial Advisor Clients Fee Only 108

Indigo Marketing Agency

MARCH 5, 2025

Seminar Marketing for Financial Advisors Guide to Seminar Marketing for Financial Advisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financial advisor businesses spend a great deal of their marketing efforts promoting and hosting seminars.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Nerd's Eye View

FEBRUARY 6, 2025

And at the same time, prospects are likely to feel vulnerable and equally nervous with their own set of concerns – how to present themselves to the advisor, what questions to ask, and how to explain their issues while still feeling competent.

Communication 196

Communication Clients Financial Advisor Sales 196

Wealth Management

OCTOBER 10, 2024

Charles Monat is working with a financial advisor on a potential disposal that could value it at $400 million to $500 million.

Financial Advisor 200

Financial Advisor Sales 200

Nerd's Eye View

SEPTEMBER 19, 2023

Welcome back to the 351st episode of the Financial Advisor Success Podcast ! Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms. Read More.

Financial Advisor 237

Financial Advisor Fee Only Sales Clients 237

Nerd's Eye View

AUGUST 15, 2023

Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Fee Only 246

Fee Only Clients Financial Planning Financial Advisor 246

Nerd's Eye View

DECEMBER 12, 2023

Welcome back to the 363rd episode of the Financial Advisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households. My guest on today's podcast is Christa Madison.

Financial Advisor 246

Financial Advisor Fee Only Financial Guidance Insurance 246

Nerd's Eye View

JULY 25, 2023

Welcome back to the 343rd episode of the Financial Advisor Success Podcast ! Rita is the Founder and President of Affiliated Advisors, a Super-OSJ with Royal Alliance that provides support to 90 financial advisors and collectively oversees $3.5 My guest on today's podcast is Rita Robbins. Read More.

Financial Advisor 246

Financial Advisor Compliance Recruitment Insurance 246

Abnormal Returns

DECEMBER 25, 2023

Podcasts Michael Kitces talks with Ted Jenkin who is the consultant of JTPD Partners, a firm that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. morningstar.com) A list of the most popular podcasts for financial advisers. riabiz.com) MSCI ($MSCI) is buying Fabric Risk.

Financial Advising 289

Financial Advising Startup Commission Financial Advice 289

Nerd's Eye View

OCTOBER 1, 2024

Welcome to the 405th episode of the Financial Advisor Success Podcast ! Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households. Welcome everyone! Read More.

Assets 233

Assets Financial Advisor Insurance Clients 233

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner 246

Financial Planner Commission Communication Financial Advisor 246

Million Dollar Round Table (MDRT)

FEBRUARY 4, 2025

Troy, a financial advisor, claimed to be making constant prospecting calls, but he barely netted $60,000 last year. Ive taken several sales training courses and am always reading sales books, Troy told me during our first conversation. Im not sure why none of it is working for me.

Financial Advisor 89

Financial Advisor Sales Clients Management 89

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.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Nerd's Eye View

AUGUST 22, 2023

Welcome back to the 347th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Cary Carbonaro. Read More.

Financial Advisor 245

Financial Advisor Media Sales Clients 245

Nerd's Eye View

MARCH 12, 2025

Charitably inclined investors can donate appreciated securities and avoid gains on the sale. Once a portfolio becomes 'locked up', i.e., unable to be managed without triggering capital gains, investors' options become limited.

Taxes 148

Taxes Portfolio Asset Allocation Assets 148

Nerd's Eye View

DECEMBER 19, 2023

Welcome to the 364th episode of the Financial Advisor Success Podcast ! Ted is the founder of JTPD Partners, a consulting firm based in Atlanta, Georgia, that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. My guest on today's podcast is Ted Jenkin. Read More.

Financial Advisor 244

Financial Advisor Consulting Marketing Marketing 244

Indigo Marketing Agency

JANUARY 16, 2025

In this article, youll get 10 proven marketing strategies that financial planners should take to grow your business in 2025. Your overall branding, marketing, and sales plan should include website buildouts, product launches, social media calendars, email marketing campaigns , copywriting, SEO, and Meta Ads management. The good news?

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Nerd's Eye View

AUGUST 8, 2023

Welcome back to the 345th episode of the Financial Advisor Success Podcast ! Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families. Read More.

Investing 246

Investing Investments Financial Advisor Compensation Planning 246

Nerd's Eye View

APRIL 18, 2023

Welcome back to the 329th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Charesse Spiller. Charesse is Founder and Principal Consultant for Level Best, an operations and process strategy consulting firm based in Houston, Texas. Read More.

Consulting 246

Consulting Financial Advisor Education Accounting 246

Nerd's Eye View

MAY 9, 2023

Welcome back to the 332nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Liz Hand. Liz is the co-owner of Pleasant Wealth, a hybrid advisory firm based in Canton, Ohio that oversees $146 million in assets under management for 522 client households. Read More.

Commission 246

Commission Planning Financial Advisor Financial Planning 246

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.

Financial Advisor 98

Financial Advisor Budgeting Financial Planning Retirement 98

Wealth Management

MAY 23, 2024

Envestnet has been working with a financial advisor to explore sale options.

Financial Advisor 162

Financial Advisor Sales 162

Abnormal Returns

NOVEMBER 6, 2023

riaintel.com) How to prep an RIA for sale. (fa-mag.com) kitces.com) Advisers How the profession of financial planning has changed over time. etf.com) The latest in financial advisortech including a new pay-per-lead generation platform. thinkadvisor.com) The 10 best financial advisor conferences to attend in 2024.

Wealth Management 264

Wealth Management Retirement Planning Tax Planning Financial Advisor 264

Nerd's Eye View

SEPTEMBER 12, 2022

For many financial advisors, choosing their profession was based on a genuine desire to help others achieve their financial goals. Sometimes, advisors can fall prey to the ‘scarcity’ mindset, which compels them to take any and all prospects who consider engaging them, regardless of whether there is a good fit.

Sales 240

Sales Clients Financial Advisor Financial Planning 240

Nerd's Eye View

MAY 3, 2024

Also in industry news this week: Large asset managers offering hybrid digital-human advice services are eating into the market share of purely human advisors, signaling that a smaller firm's ability to offer a differentiated value proposition could be a key to success in the coming years A recent study indicates that tech-forward advisory firms not (..)

Financial Planner 246

Financial Planner Healthcare Retirement Financial Advisor 246

Million Dollar Round Table (MDRT)

NOVEMBER 16, 2023

By Sandy Schussel When I ask financial advisors or insurance agents what their biggest challenge is, the first answers are usually “not getting in front of enough qualified prospects,” “not managing my time well” or “being disorganized.” Many times, though, they’ll tell me they’re really “bad at sales” or “bad at closing.”

Sales 105

Sales Commission Financial Advisor Insurance 105

Sara Grillo

APRIL 19, 2024

One of the biggest fears that people have, when they are looking for a financial advisor, is this: “Is it truly impossible for an advisor to say wire themselves a few million dollars from a client’s account?” I was recently featured in a MarketWatch article about how to find a good financial advisor.

Financial Advisor 97

Financial Advisor Financial Advice Accounting Clients 97