Nerd's Eye View

APRIL 15, 2025

Welcome to the 433rd episode of the Financial Advisor Success Podcast ! Cameron is the CEO of PWL Capital, a wealth management firm based in Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5B dollars) in assets under management for 2,400 client households. Welcome everyone!

Financial Advisor 130

Financial Advisor Financial Advice Planning Clients 130

Steve Sanduski

JANUARY 16, 2024

In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs would fall by the wayside. Should all advisors be rain makers?

Wealth Management 59

Wealth Management Management Clients Financial Services 59

Zoe Financial

DECEMBER 12, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 12, 2023 Watch Time: 4 minutes Transcript: Welcome to this week’s Wealth Management Digest. We have a new white paper called “Welcome to the Jungle,” written by industry consultant Mark Hurley.

Wealth Management 40

Wealth Management Management Consulting Taxes 40

FMG

JULY 13, 2023

When it comes to your website, the financial advisor landing page is a great way to draw attention to your campaign and draw in a specific audience by creating a highly individualized message for different target markets. Making it important to ensure your financial advisor landing pages follow best practices.

Financial Advisor 52

Financial Advisor Retirement Financial Consultant CFP 52

BlueMind

APRIL 25, 2022

Unfortunately, the same gender bias exists in the wealth management industry as well and this needs to change. This goes to show how important it is that you as financial advisors need to develop attitudes and strategies that accommodate the female gender. Related: 7 Productive Cold Calling Tips for Financial Advisors.

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Financial Advisor Clients Communication Wealth Management 52

Indigo Marketing Agency

OCTOBER 25, 2019

Embracing a Niche As a Financial Advisor. But where should you start developing a niche as a financial advisor? In this episode, we’ll visit with a top-performing specialist advisor, Landon Loveall of KB Financial Advisors. Today we have Landon Loveall with KB Financial Advisors.

Financial Advisor 59

Financial Advisor Marketing Marketing Clients 59

Inside Information

DECEMBER 26, 2023

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. Mark Hurley seems to be addicted to predicting the future. Conclusions?

Wealth Management 40

Wealth Management Clients Management Numbers 40