Nerd's Eye View

APRIL 23, 2025

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals.

Clients 147

Clients Marketing Marketing Financial Advisor 147

Nerd's Eye View

FEBRUARY 23, 2023

The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.

Financial Planning 244

Financial Planning Planning Financial Planner Financial Advisor 244

Wealth Management

AUGUST 3, 2022

Gladstone Wealth Partners, an LPL-affiliated hybrid RIA, teams up with Integrity Marketing Group to “transform” financial planning.

Financial Planning 317

Financial Planning Marketing Marketing Planning 317

Abnormal Returns

OCTOBER 28, 2024

artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates. advisorperspectives.com) Financial planning CAN change lives. youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant. signaturefd-3437664.hs-sites.com)

Risk Tolerance 271

Risk Tolerance Retirement Consulting Financial Planning 271

The Big Picture

JANUARY 2, 2025

This is true about equity and bond markets, specific company stocks, and economic data series. Consider this December 29, 2024, year-end review in Bloomberg : “By this time last year, the stock markets rally had blown past even the most optimistic targets, and Wall Street forecasters were convinced it couldnt keep up the dizzying pace.

Banking 346

Banking Planning Economics Investing 346

Wealth Management

OCTOBER 18, 2022

Bank of America’s wealth unit posted record profits, financial planning revenue and bank loans, even as the markets tumble.

Financial Planning 279

Financial Planning Marketing Marketing Banking 279

Nerd's Eye View

DECEMBER 20, 2024

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

Financial Planner 246

Financial Planner Certification CFP Education 246

Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. It all comes down to human psychology and the relationship between markets and volatility. Lets take a poll.

Marketing 98

Marketing Marketing Financial Advisor Investing 98

Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

Clients 244

Clients Financial Advisor Business Planning Taxes 244

Nerd's Eye View

OCTOBER 16, 2023

Consumers have a wide range of options when it comes to choosing a provider of financial advice, from larger wirehouses and asset managers to smaller Registered Investment Advisers (RIAs).

Financial Planning 246

Financial Planning Marketing Marketing Financial Advice 246

Abnormal Returns

NOVEMBER 27, 2024

(podcasts.apple.com) Home buying Good luck trying to time the housing market. housing market including '40% of U.S. housing market including '40% of U.S. apolloacademy.com) How higher property taxes would help unlock the housing market. wealthfoundme.com) What constitutes a good financial planning goal.

Portfolio 144

Portfolio Financial Planning Estate Planning Planning 144

Nerd's Eye View

JANUARY 23, 2025

Since the emergence of Artificial Intelligence (AI) in the mainstream technological landscape, conversations about which areas of the financial planning industry would be most likely impacted by AI have proliferated. Providing sample documents or links to sources for tone or substance may be helpful.

Financial Advisor 244

Financial Advisor Clients Communication Financial Planning 244

Carson Wealth

JANUARY 23, 2025

When it comes to managing your wealth and pursuing your financial goals, clarity can be key. Enter bucketing, a powerful strategy that helps simplify your financial planning by categorizing your assets into three time-based buckets: today, tomorrow, and the future. What Is Bucketing? Ready to start your bucketing journey?

Financial Planning 52

Financial Planning Planning Risk Tolerance Financial Advisor 52

Nerd's Eye View

APRIL 16, 2025

A rapid sequence of policy announcements and reversals has created volatility across nearly every asset class, with the S&P 500 falling to near-bear-market levels before rebounding sharply. Finally, volatile markets offer a powerful opportunity for advisors to reinforce the value of financial advice.

Clients 147

Clients Financial Planning Financial Advice Planning 147

Zoe Financial

APRIL 7, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 7th, 2025 Watch Time: 5 min. Welcome to this week’s Market Drama! Stock Market Update: S&P 500: Down 9% this week, now down ~1314% YTD. For investors, this may be a time to revisit your financial plan, not to panic.

Marketing 81

Marketing Marketing Risk Tolerance Financial Advisor 81

The Big Picture

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Media Madness : Do we really need 24/7 financial advice for our investments we wont draw on for decades? when the best course for our long-term financial health is to do nothing?

Investing 318

Investing Investments Math Media 318

International College of Financial Planning

MARCH 12, 2025

Many influencers dont have professional financial expertise; theyre just good at marketing. Fact-check everything: Follow SEBI-registered advisors, reputed financial planners, and research from credible sources. Understand taxes: Capital gains, dividend taxes, and exit loads can eat into your returnsplan accordingly.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Nerd's Eye View

DECEMBER 16, 2024

When a financial planning firm is hiring a new employee, it naturally wants to find the best candidate to fill the role. Inclusivity starts with a firm's website and marketing materials, which can influence the pool of applicants who apply for an open position.

Advertising 246

Advertising CFP Financial Advisor Financial Planning 246

Carson Wealth

JULY 3, 2024

Identify and Mitigate Risk Every business face risks, whether financial, operational or market-related. Identifying these risks early and having a plan to mitigate them can save your business from significant setbacks. The Bottom Line Proper financial management is critical for the success and sustainability of a small business.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Nerd's Eye View

NOVEMBER 16, 2022

With inflation running hot, a potential recession looming, and both stock and bond markets seeing significant drops so far this year, there is no shortage of potential stressors for financial planning clients. But to an angry client, these quick answers could feel dismissive or combative, potentially escalating the situation.

Clients 246

Clients Marketing Marketing Financial Planning 246

Wealth Management

NOVEMBER 2, 2022

Given the difficult market conditions over the past year and increasingly competitive financial planning landscape, 2023 may be the right time to consider building out your firm’s offerings.

Retirement Planning 306

Retirement Planning Planning Retirement Financial Planning 306

Wealth Management

FEBRUARY 7, 2023

Having brought its version of financial planning to Canada in late 2020, the firm is preparing to enter the U.S.

Planning 290

Planning Financial Planning Marketing Marketing 290

Nerd's Eye View

MARCH 21, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%

Financial Planner 228

Financial Planner Commission Communication Clients 228

Dear Mr. Market

DECEMBER 31, 2024

Dear Mr. Market: Ah, the start of a new yearthe smell of fresh planners, gym memberships, and resolutions destined to be abandoned by February. Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Not for you.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

The Chicago Financial Planner

JUNE 13, 2022

After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. The combination of higher inflation, higher interest rates and the situation in Ukraine are all fueling this market volatility. Regardless, here are five things you should do during a stock market correction.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

Nerd's Eye View

MARCH 7, 2024

And with this growing realization, many advisors are also recognizing the profound impact they have on their clients' lives beyond solving their everyday financial challenges. Advisors seeking to market these higher-tier services (e.g., Advisors seeking to market these higher-tier services (e.g.,

Financial Planning 130

Financial Planning Planning Clients Marketing 130

Nerd's Eye View

JANUARY 16, 2024

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman.

Media 246

Media Financial Advisor Financial Planning Planning 246

Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Financial Advising 246

Financial Advising Compliance Advertising Marketing 246

Nerd's Eye View

APRIL 14, 2025

In this article, Tiffany Charles, Chief Growth Officer at Destiny Capital, and Kitces.com Senior Financial Planning Nerd Sydney Squires offer a thoughtful framework for approaching COI relationship development with greater intentionality.

Communication 214

Communication Clients Financial Planning Planning 214

Abnormal Returns

APRIL 16, 2025

(peterlazaroff.com) It's okay to feel nervous during periods of market stress. readthejointaccount.com) Retirement savings Stopping and starting your 401(k) contributions is akin to market timing. nytimes.com) Personal finance A well-constructed financial plan doesn't need revisiting all that often.

Retirement 144

Retirement Financial Planning Accounting Portfolio 144

Steve Sanduski

FEBRUARY 18, 2025

Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Why anyone holding autographed 1952 Topps baseball cards should get in touch with Tom!

Financial Planning 52

Financial Planning Planning Valuation Clients 52

Nerd's Eye View

MARCH 27, 2023

According to the 2022 Kitces Research study, “How Financial Planners Actually Market Their Services”, advisors without the CFP marks typically spend more of their time on marketing activities relative to CFP practitioners (allowing them to spend more time on higher-value tasks).

CFP 246

CFP Clients Certification Financial Advice 246

Abnormal Returns

FEBRUARY 26, 2025

sites.libsyn.com) Katie Gatti Tassin talks with Jeremy Porter about how home insurance and climate change are affecting the housing market. humbledollar.com) Personal finance Two questions to ask if you need to re-prioritize your financial plan. timmaurer.com) Financial influencers are not looking out for your best interests.

Asset Allocation 157

Asset Allocation Retirement Financial Planning Accounting 157

Financial Symmetry

APRIL 22, 2025

Market volatility is never comfortable, but with the right mindset and a thoughtful plan, you can face downturns not as a victim, but as an opportunist. Start With Your Financial Plan: What Can You Control? Start With Your Financial Plan: What Can You Control? Do I have enough safety?

Marketing 60

Marketing Marketing Financial Planning Planning 60

Nerd's Eye View

AUGUST 8, 2022

Good marketing based on using impactful messages for consumers is a foundational element for many types of businesses that allows companies to define and convey their unique value. scheduling a complimentary consultation or downloading a free sample financial plan).

Marketing 241

Marketing Marketing Communication Consulting 241

Nerd's Eye View

APRIL 15, 2024

Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!). Read More.

Marketing 240

Marketing Marketing Engineering Media 240

Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. And new leads and clients keep coming.

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96