Nerd's Eye View

OCTOBER 18, 2022

What's unique about Louis, though, is how he and his partner (in anticipation of a shift in the financial advisory industry to more automated client services nearly 10 years ago) developed a robo-advice technology prototype to help clients have their investments managed at a very low cost… which then struggled to gain traction with consumers, (..)

Financial Planning 130

Financial Planning Planning Management Investments 130

Nerd's Eye View

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. However, as advisor technology continues to evolve, many tools have focused on helping advisors scale their financial advice to accommodate growing businesses.

Planning 246

Planning Financial Planning Financial Advice Clients 246

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

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. Sources: 1. Own your worth. ” Accessed February 2023.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

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

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Nerd's Eye View

JULY 12, 2022

In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Nerd's Eye View

DECEMBER 29, 2022

While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care. Read More.

Financial Services 236

Financial Services Communication Financial Advisor Financial Planning 236

Nerd's Eye View

NOVEMBER 29, 2022

Read More.

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Nerd's Eye View

SEPTEMBER 6, 2022

We also talk about how, after listening to industry podcasts on his commute while working in the traditional corporate finance world, Andy’s eyes were opened to the possibilities of financial planning which led him to pursuing his CFP marks (along with some other designations) before he ever quit his old job to launch his new firm (to ensure (..)

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Nerd's Eye View

SEPTEMBER 4, 2023

Onramp Invest, the platform that aimed to solve the challenges of cryptocurrency investing for financial advisors, was acquired by Securitize, a platform specializing in blockchain-based tokenization of private market investments, suggesting that advisors' interest in recommending digital assets for their clients – already limited during previous (..)

Startup 246

Startup Clients Financial Advisor Financial Planning 246

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Providing services and care for them can be a challenge as your financial strategy needs to be specifically unique for their needs but it can be a highly gratifying experience.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

eMoney Advisor

FEBRUARY 7, 2023

As we celebrate the achievements and legacies of Black Americans this month, I’ve curated a list of six Black financial planners and other finance pros who have interesting stories to tell. As a woman of color in the financial services industry, I’m acutely aware of the progress needed toward diversity.

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

eMoney Advisor

NOVEMBER 9, 2022

Cultural humility can help create a safe space for clients to share their most important financial information, which is a critical part of the financial planning process. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

WiserAdvisor

OCTOBER 11, 2022

Most people start financial planning with the goal of growing their finances through savings and investments. But financial planning is not limited to increasing your wealth alone. However, you can adopt certain tax and financial planning strategies to lower your tax output. Keep reading to find out.

Financial Planning 80

Financial Planning Accounting Taxes Planning 80

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

The Chicago Financial Planner

FEBRUARY 2, 2024

If the advisor’s primary service is focused in an area like constructing bond portfolios for their clients and you are looking for a financial planner to construct a comprehensive financial plan for you, this advisor may not be a good match. What are your conflicts of interest?

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

Nerd's Eye View

OCTOBER 19, 2023

While there is no 'silver (or blue) bullet' for financial advisors looking to serve those who may otherwise lack access to financial services, differentiating themselves by narrowing their focus on a specific area can still be a good first step. Read More.

Clients 246

Clients Financial Advisor Financial Advice Financial Services 246

Nerd's Eye View

AUGUST 30, 2022

What's unique about Ed, though, is how as a former financial advisor turned financial therapist, he utilizes couples therapy techniques to help his clients dig deeper into the issues in their lives that may be preventing them from implementing their financial planning recommendations and helps them get unblocked to achieve their financial goals.

Clients 244

Clients Financial Advisor Financial Services Financial Planning 244

NAIFA Advisor Today

OCTOBER 24, 2024

After a 15-year career in the film industry, including directing and producing award-winning documentary Under the Boardwalk: The Monopoly Story , he transitioned to financial services. As a career changer, Kevin brings a unique perspective on consultation, utilizing storytelling and strategic thinking to advise clients.

Financial Services 52

Financial Services Engineering Financial Advisor Consulting 52

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Financial service professionals like Tammy climb a competence stairway to work with clients. Registration Standards for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Nerd's Eye View

JANUARY 24, 2023

Welcome back to the 317th episode of the Financial Advisor Success Podcast ! Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households.

Management 246

Management Financial Advisor Planning Retirement 246

Nerd's Eye View

JANUARY 31, 2023

In this episode, we talk in-depth about how Ali and her firm serve their ultra-high-net-worth families with client relationship teams of wealth planning, investing, and client service, to delve into the full depth of their financial complexities while delivering a ‘white glove’ service, how Waldron instituted an in-depth upfront financial (..)

Clients 246

Clients Retail Financial Advisor Recruitment 246

NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Recruitment 52

Midstream Marketing

NOVEMBER 7, 2024

Introduction In financial planning, it is key to know about search engine optimization (SEO) and search engine marketing (SEM). By improving your SEO efforts, you can get qualified leads and stand out in the financial services industry. A good website is important for success in the competitive area of financial planning.

Financial Planner 52

Financial Planner Engineering Financial Planning Budgeting 52

NAIFA Advisor Today

SEPTEMBER 28, 2023

NAIFA is saddened by the recent passing of Anne Rigney, JD, CLU, ChFC, who served as the General Counsel at the Society of Financial Service Professionals (FSP) and as the Managing Editor of the Journal of Financial Service Professionals , one of the oldest and most prestigious publications in the financial planning field.

Financial Services 52

Financial Services Financial Planning Planning Management 52

Nerd's Eye View

OCTOBER 11, 2022

We also talk about how, while she was still working for a broker-dealer, Libby learned to differentiate herself not by learning to better sell her firm’s products but instead by diving deep into contract language of her clients’ insurance and annuity policies to find the gaps where those products didn’t really fit their financial (..)

Financial Advisor 246

Financial Advisor Clients Consulting Financial Services 246

Nerd's Eye View

JANUARY 3, 2023

Sue is the owner of Delegated Planning, which offers virtual outsourced financial planning support to 55 advisory firms, and the co-founder of Planning Zoo, an outsourced financial planning data entry business that helps current and recently graduated students from college CFP educational programs connect with advisory firms that need paraplanner support (..)

CFP 130

CFP Planning Financial Planning Financial Advisor 130

Nerd's Eye View

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

WiserAdvisor

OCTOBER 20, 2023

You may consult with a professional financial advisor to better understand your financial history and the ensuing impact your past choices may have on your future financial planning. Additionally, each client receives comprehensive financial planning to ensure they are moving toward their financial goals.

Financial Planning 74

Financial Planning Planning Financial Advisor Wealth Accumulation 74

International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

CFP 52

CFP Financial Planning Planning Certification 52

AdvicePay

JULY 7, 2022

The financial services industry is constantly evolving, and one of the evolutions underway right now is the rapid growth of the fee-for-service financial planning business model.

Financial Planning 52

Financial Planning Planning Wealth Management Financial Services 52

Trade Brains

OCTOBER 13, 2024

The Securities and Exchange Board of India (SEBI) has given the green light to Jio Financial Services and BlackRock’s joint venture. They will offer various investment products to meet different financial needs. Mukesh Ambani’s Jio Financial Services owns 50% of the venture. and Jio Payments Bank.

Financial Services 105

Financial Services Planning Insurance Investing 105