Nerd's Eye View

SEPTEMBER 8, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC this week issued a risk alert outlining how it selects firms to examine, the areas it focuses on during exams, and how it chooses which firm documents to request, details that could ultimately help firms (..)

Financial Planner 246

Financial Planner CFP Clients Investment Planning 246

Nerd's Eye View

OCTOBER 28, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has proposed a rule that would require RIAs to conduct enhanced due diligence and recordkeeping when using certain outsourced investment management services and other third-party service providers.

Financial Planner 246

Financial Planner Clients Valuation Management 246

Nerd's Eye View

NOVEMBER 3, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor this week released its long-awaited "retirement security rule", its latest effort to curb conflicts of interest around retirement savings recommendations.

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Financial Planner 246

Financial Planner Ethics Financial Advisor Clients 246

Nerd's Eye View

DECEMBER 25, 2024

This sales technique involves asking a "negative" question such as, "Joining with a financial planner can be a really scary jump to make, right?" Advisors can use negative close questions at different points after the presentation meeting. One potential tool to address this challenge is a tactic called the "negative close".

Financial Planner 246

Financial Planner Clients Sales Business Planning 246

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. But thats not even the biggest challenge you face with winning more clients.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Nerd's Eye View

NOVEMBER 6, 2024

While this shift from numbers-based strategies to a more holistic, values-driven framework has opened the door to deeper, more meaningful conversations, it also presents a challenge for clients who may struggle to define their values or articulate a sense of purpose.

Clients 130

Clients Planning Financial Planner Financial Planning 130

Nerd's Eye View

SEPTEMBER 8, 2022

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client.

Financial Planner 189

Financial Planner Financial Advice Financial Advisor Financial Planning 189

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients 246

Clients Financial Planning Financial Planner Communication 246

eMoney Advisor

DECEMBER 14, 2022

What were financial planners interested in reading this year? Financial Planning KPIs Your Firm Should Be Tracking. With a nod to the renowned management guru Peter Drucker, we present some suggestions for indicators of your growth, the health of your client base, and more. What gets measured gets managed, right?

Financial Planner 78

Financial Planner Financial Planning Retirement Clients 78

Nerd's Eye View

AUGUST 10, 2022

The goal of the second Kinder Life Planning question is to encourage the client to focus on the present and to analyze gaps between how the client is actually living today and how they said they wanted to be living if all they had were the next 5 to 10 years.

Clients 241

Clients Planning Management Financial Planning 241

eMoney Advisor

JANUARY 10, 2023

When financial professionals know how to effectively present a financial plan, they can better engage clients in the planning process and earn clients for life. Presenting a financial plan, however, isn’t as simple as running through the numbers. Communicate Clearly and Effectively. Divide and Conquer.

Financial Planning 76

Financial Planning Planning Financial Planner Communication 76

Dear Mr. Market

DECEMBER 3, 2024

While the premise might sound counterintuitive to those who have spent decades espousing financial discipline and planning (myself included), the arguments he presents are hard to ignore, especially with the sounds of Maui waves washing onto the beach.

Financial Planner 59

Financial Planner Retirement Planning Financial Planning Retirement 59

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.

Financial Advice 246

Financial Advice Insurance Financial Advisor Financial Planning 246

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.

Financial Advisor 246

Financial Advisor Financial Planning Planning Financial Planner 246

Sara Grillo

MARCH 1, 2024

In this blog we discuss how to get started in financial planner marketing without spending a gazillion dollars! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. P.S. Here are some financial planner marketing blogs for you!

Financial Planner 52

Financial Planner Financial Advisor Marketing Marketing 52

eMoney Advisor

DECEMBER 19, 2022

Financial planning is inherently a helping profession. I feel fortunate to have a career as a financial planner, dedicating every day to helping others make the best life decisions they can with their money. Try a Presentation Formula: Pictures, Words, and Numbers. See the Importance of Your Relationship with Money.

Financial Planner 52

Financial Planner Financial Planning Education CFP 52

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

International College of Financial Planning

JANUARY 18, 2023

He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” If you are aspiring to become a successful financial planner?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Tobias Financial

JANUARY 25, 2023

He serves as our Financial Planning Associate and is currently working toward earning his CERTIFIED FINANCIAL PLANNER professional certification. Our Advisors work hard at maintaining client relationships and guiding our clients through their financial journeys. We are excited to welcome Alexander Bailey to our team.

Certified Financial Planner 98

Certified Financial Planner Financial Planner Financial Planning Certification 98

Sara Grillo

MAY 23, 2022

What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

eMoney Advisor

FEBRUARY 1, 2023

At the 2022 Financial Planning Association National Conference, I and fellow researchers Dr. Sonya Lutter and Dr. Megan McCoy presented research-based evidence that people who have experienced financial stress and hardship in the past are often more resilient in the face of future financial shocks.

Financial Planner 93

Financial Planner Clients Financial Advisor Financial Planning 93

International College of Financial Planning

MARCH 12, 2025

Fact-check everything: Follow SEBI-registered advisors, reputed financial planners, and research from credible sources. Small, consistent effortslike automating savings, managing debt effectively, and making informed investment choicescan compound into significant financial security.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

International College of Financial Planning

JULY 9, 2022

To plan for retired life important thing is financial plan. Certified Financial Planner can guide us in the early stage of life best for retirement financial planning. A Certified Financial Planner will help you determine your retirement goals based on your current income, expenses and future needs.

Certified Financial Planner 40

Certified Financial Planner Financial Planner Retirement Planning Retirement 40

eMoney Advisor

MARCH 1, 2023

1 In my fifteen years in the financial services industry, I have observed that women are often much more impacted by the financial decisions being made earlier on, whether that’s due to a divorce, outliving their spouse, or choices made in their career. It is incredibly important for women to have a voice at the financial table.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Clever Girl Finance

AUGUST 15, 2022

Having a solid personal financial planning process is the first step in achieving your financial goals. Instead, you can leverage the same steps that financial advisors and Certified Financial Planners (CFPs) use to create financial plans for their clients. Why is it important that I have a financial plan?

Financial Planning 105

Financial Planning Planning Certified Financial Planner Financial Planner 105

Your Richest Life

APRIL 28, 2023

Knowing the facts will help you present your case. When you meet, present your accomplishments, increased responsibilities or role changes that factor into your request. Present your request in writing in case your boss has to talk with others before giving you a raise. You have to be your own advocate.

Financial Planner 105

Financial Planner Certification CFP Numbers 105

MainStreet Financial Planning

APRIL 4, 2023

She presently works for Mutual of Omaha Reverse Mortgage. She is a board member for Financial Planners Association, San Francisco Chapter and is fully committed to helping her community. Homa began her career at Wells Fargo Bank, where she received the designation of “Top Producer” for more than 10 of those years.

Financial Planner 98

Financial Planner Financial Planning CFP Education 98

eMoney Advisor

MAY 25, 2023

Nearly 3 in 4 married or cohabitating Americans say financial decisions have caused tension in their relationship, and 1 in 5 American couples say money is their most prominent relationship challenge. For the answer to that, look to the field of financial psychology. Here are four best practices to follow. #1 Sources: 1.

Financial Planner 88

Financial Planner Financial Planning Clients CFP 88

eMoney Advisor

FEBRUARY 7, 2023

Financial planners, there is no better time than now to make a few digital connections to help expand your knowledge and advance our profession. As a woman of color in the financial services industry, I’m acutely aware of the progress needed toward diversity. Approximately 1.9 She has an incredible life story.

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

eMoney Advisor

DECEMBER 5, 2022

When the resolved conflict is about money it can enhance their likelihood of achieving desired financial goals. By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Sources: 1 Asebedo, Ph.D.,

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

eMoney Advisor

JANUARY 24, 2023

To this end, in my opinion, there are a few things the financial planning industry needs to work on: presentation, personalization, and goal setting. In my experience, there are a few ways most planners can go above and beyond on each point, especially once they understand the ins and outs of their planning software.

Clients 82

Clients Financial Planning Retirement Financial Planner 82

Inside Information

DECEMBER 1, 2024

As presently configured, AI looks and sounds plausible, but when you put it to work, it is anything but intelligent. I’ve been anticipating the exciting advent of artificial intelligence in our fintech world for going on 30 years now. But now I’m facing the disappointment of dashed expectations.

Engineering 40

Engineering Financial Planner Compliance Clients 40

Cornerstone Financial Advisory

JANUARY 27, 2025

Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com All Bible verses in this article are English Standard Version (ESV).

Estate Planning 52

Estate Planning Planning Certified Financial Planner Food 52

MainStreet Financial Planning

NOVEMBER 14, 2023

I was attracted to this tool because it worked with spreadsheets, and once created, a Tiller sheet can be shared with other family members, or even one’s financial planner, to be viewed or edited. My firm was looking for a way to help clients figure out where their money was going, so we could do more accurate retirement projections.

Budgeting 97

Budgeting Accounting Financial Planner Financial Advisor 97