Nerd's Eye View

MAY 5, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)

Financial Planner 246

Financial Planner Financial Services Electronics Compliance 246

Nerd's Eye View

JULY 13, 2023

For some, this means acquiring more credentials, while for others, it can mean devoting more time reading books and articles, listening to podcasts, and/or attending workshops or seminars.

Clients 246

Clients Financial Planning Financial Planner Communication 246

Nerd's Eye View

SEPTEMBER 6, 2022

What's unique about Andy, though, is how, shortly after launching his practice, he created a Facebook group so that he could share his expertise directly with the types of clients he wanted to serve… which unexpectedly became so successful, that in just two short years, he reached the client capacity goal he set out as he went from $0 in AUM (..)

Tax Planning 246

Tax Planning Financial Advisor Retirement Financial Planner 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

eMoney Advisor

FEBRUARY 23, 2023

If you’re just starting to build your referral network, there are a variety of ways to find and get in touch with the connections you’re looking for.

Financial Planner 118

Financial Planner Recruitment Clients Financial Advisor 118

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Financial planning is an ongoing process, and it is essential to stay on top of it.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

Million Dollar Round Table (MDRT)

JUNE 18, 2023

Often, they’ve already spent a lot of money on advertising, local sponsorships, expensive dinner seminars, training from top advisors and so forth — all with poor results. He told people he was a financial planner and that he worked with all kinds of clients. He wanted to keep growing but nothing seemed to be working.

Financial Planner 79

Financial Planner License Advertising Investment Advisor 79