Nerd's Eye View

MARCH 17, 2025

In practice, rapid adoption of AI Notetakers has been expedited both by the media's fixation on Artificial Intelligence (which has highlighted a wide range of AI solutions like Fathom, Fireflies, and Otter) and by the rollout of AI Notetakers within existing platforms (from Microsoft's CoPilot to Zoom's AI Companion).

Financial Advisor 147

Financial Advisor Clients Financial Planning Professional Services 147

The Big Picture

SEPTEMBER 28, 2022

You must have a Financial Plan , so it is clear what you are investing for, and so you can see how you are progressing towards those goals. Financial Plan. Media Consumption. This includes a broad Asset Allocation including full Diversification of asset classes, geographies, etc. The Cult of Fed Haters? Elections.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

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Clients Planning Financial Advisor Financial Planning 217

Abnormal Returns

MARCH 22, 2023

humbledollar.com) Financial planning Financial plans need to be turned into concrete action items. thomaskopelman.com) Good financial planning makes divorce less painful. ramp.beehiiv.com) The mainstream (and social) media are not your friends. tonyisola.com)

Financial Planning 244

Financial Planning Retirement Media Planning 244

Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios. Read More.

Portfolio 246

Portfolio Clients Financial Planning Communication 246

Nerd's Eye View

MAY 17, 2024

Altogether, the study suggests that social media engagement is driven more by the quality (and originality) of the advisor's content, rather than the quantity of posts.

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

Nerd's Eye View

OCTOBER 2, 2024

In this environment, financial advisors have the opportunity to add value for their clients not only by giving a clear explanation about the current status of Social Security and the potential legislative changes that could improve its solvency, but also by modeling what (realistic) changes would mean for their clients' financial plans.

Retirement 246

Retirement Clients Financial Planning Financial Advisor 246

Abnormal Returns

JUNE 19, 2023

standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. kitces.com) Matt Reiner talks with Thomas Kopelman about authenticity and social media. wealthmanagement.com) Preparing a free financial plan is no guarantee a prospective client will sign up.

Financial Advising 243

Financial Advising Financial Planning Media Retirement 243

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 103

Financial Planning Planning Budgeting Retirement 103

Nerd's Eye View

OCTOBER 13, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a new study from Herbers & Company that provides insight into the financial planning services that consumers demand the most, and which services financial advisory firms offer the most often.

Financial Planner 246

Financial Planner Financial Planning Client Management Clients 246

Nerd's Eye View

MAY 15, 2023

But in reality, none of these advances meant the end for the advice industry; rather, they often made financial advisors more productive by increasing their efficiency with back-office tasks from producing financial planning calculations more quickly and accurately to being able to serve more clients across the country.

Financial Advisor 246

Financial Advisor Financial Planning Financial Advice Clients 246

Million Dollar Round Table (MDRT)

JANUARY 14, 2025

And that’s gone across into our social media communications. We don’t talk about anything to do with a financial product whatsoever. We’re talking on social media about things that can help people learn more, understand more, and engage more with us as financial planners and also as a financial planning community.

Financial Planner 98

Financial Planner Education Communication CFP 98

MainStreet Financial Planning

MARCH 12, 2025

Retirees, in particular, may wonder if it’s time to make changes to their financial strategy to reduce stress and minimize potential losses. Here are five practical tactics to help retirees weather economic uncertainty: Take a Break from the News Constantly consuming news and social media can lead to unnecessary panic.

Economics 76

Economics Asset Allocation Financial Planning Taxes 76

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 246

Financial Planner Financial Advice Financial Advisor Tax Planning 246

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

Nerd's Eye View

OCTOBER 6, 2022

If a client expresses serious concerns about politics and the potential effects it can have on their financial plan, the advisor may find it helpful to ask the client whether the subject can be put off until a later time so that the meeting can focus on the agenda at hand.

Clients 246

Clients Financial Advisor Financial Advice Financial Planning 246

Million Dollar Round Table (MDRT)

OCTOBER 9, 2022

By Jaslyn Ng Up until recently, I didn’t consider myself particularly social media savvy. So, I never thought it was possible that I’d be considered a digital financial advisor. Instagram — My peers in the financial services profession make up 90% of my followers. Yet, I’ve made great strides in this area. Authenticity is key.

Media 98

Media Ethics Recruitment Financial Services 98

The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. Don’t get caught up in the media hype. Do nothing.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Planning 246

FMG

JANUARY 23, 2025

Why Marketing for Financial Advisors Matters in 2025 Marketing for financial advisors is not just a task; its a way to ensure sustained business growth. A robust marketing plan creates trust, strengthens connections, and positions you as an expert in your field. Review your strategy annually (or more!) Master the 5-second test.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Indigo Marketing Agency

OCTOBER 2, 2024

How Often Should Financial Advisors Post to Social Media? You already know that social media plays a vital role in your overall marketing strategy. But a common question many advisors ask is: How often should I be posting on social media? Social media platforms are noisy, and it’s easy to get lost in the shuffle.

Financial Advisor 95

Financial Advisor Media Clients Planning 95

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!).

Marketing 240

Marketing Marketing Engineering Media 240

eMoney Advisor

MAY 16, 2023

To market your financial planning services to the right people, you need to reach them where they are–and where they are is social media. The amount of time people spend on social media platforms is only increasing. That way you can ensure you are showing your message to the right people. In contrast, only 2.9%

Media 108

Media Marketing Marketing Numbers 108

Nerd's Eye View

MARCH 27, 2023

in meetings with both prospects and centers of influence, such as accountants and lawyers, who might provide referrals), and promoting the marks in their social media posts and other marketing strategies (e.g., Some strategies to do so can include simply talking about their own experiences as CFP professionals more intentionally (e.g.,

CFP 246

CFP Clients Certification Financial Advice 246

Indigo Marketing Agency

JANUARY 16, 2025

Review Your Overall Branding, Marketing & Sales Efforts With the start of a new year, theres no better time to take a step back and really think about what you want for your financial advisory firm and what bottlenecks are holding you back. You should include this in your plan to implement yourself, or (better yet!)

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Indigo Marketing Agency

JULY 1, 2024

To stand out in the competitive world of financial planning, you need more than just excellent financial services or agency support. To attract and retain clients, mastering the art of financial planning marketing is crucial. Highlight how your distinct qualities benefit your clients.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

Midstream Marketing

OCTOBER 29, 2024

Key Financial Challenges and Opportunities Facing Millennials Millennials have several tough money problems. Because of this, many are delaying plans to buy homes and become financially independent, unlike older generations who may have had different financial paths. Show your knowledge about financial services.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

Abnormal Returns

JULY 18, 2022

(ngpf.org) Christine Benz and Jeff Ptak talk with Justin Fitzpatrick who is the co-founder and chief innovation officer at Income Lab, which provides retirement planning software. morningstar.com) Carl Richards and Michael Kitces talk about being relevant on social media. kitces.com) Why one adviser uses age 100 as a planning tool.

Taxes 130

Taxes Retirement Planning Financial Planning Retirement 130

Abnormal Returns

SEPTEMBER 18, 2023

(mrzepczynski.blogspot.com) Companies What does Disney ($DIS) look like without its legacy media businesses? bloomberg.com) Five insights from "Plunder: Private Equity’s Plan to Pillage America" by Brendan Ballou. bloomberg.com) Earlier on Abnormal Returns Adviser links: exciting financial plans.

Financial Advising 144

Financial Advising Media Economy Financial Planning 144

Walkner Condon Financial Advisors

MARCH 4, 2025

Polly Price, Financial Advisor at Walkner Condon, explores how social media is reshaping investing, from retail investor empowerment to market volatility. Learn how online platforms impact financial decisions and trends.

Media 96

Media Financial Advisor Retail Investing 96

The Big Picture

JULY 20, 2023

At least, if you are a smart investor who does the right things: Set up a financial plan, manage your own behavior, engage in long-term thinking, and avoid reacting to the endless daily noise that markets + media generate. My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets.

Financial Planning 186

Financial Planning Math Assets Management 186

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am an irreverent and fun marketing consultant for financial advisors. Repeatable?

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Sara Grillo

JANUARY 3, 2025

Mark Berg of Timothy Financial has a great story about how he scaled his hourly financial planning firm, grow it to a multiple-advisor company. I am a CFA charterholder and financial advisor marketing consultant. How did he start his hourly finanical planning firm? Check it out! There is no moat.

Financial Planning 59

Financial Planning Planning Financial Advice Financial Advisor 59

Steve Sanduski

APRIL 8, 2025

It’s a title that speaks to his firm’s intentional, comprehensive planning process. Keen Wealth’s checklist-driven financial planning process. It’s social media, it’s webinars, it’s ever-presence out there. Do you have an estate plan? It’s different now.

Engineering 52

Engineering Communication Financial Planning Clients 52

Nerd's Eye View

OCTOBER 30, 2023

As someone who has been speaking at 50–70 conferences a year for 18 years myself, I've seen the good and bad of our wide range of industry events, from the industry associations to the broker-dealers and insurance companies and RIA custodians, the rise of vendor conferences and media-driven events, private company events, and more.

Financial Advisor 246

Financial Advisor Numbers Budgeting Financial Planning 246

Abnormal Returns

AUGUST 22, 2022

Podcasts Matt Halloran talks with Meg Bartlet of Flow Financial Planning about her content strategy. proudmouth.com) Daniel Crosby talks financial literacy with Alex Chalekian, CEO of Lake Avenue Financial. wiredplanning.com) Dan Graham talks with Thomas Kopelman of All Street Wealth about using social media.

Financial Planning 130

Financial Planning Startup Insurance Valuation 130

Midstream Marketing

NOVEMBER 12, 2024

This simple practice ensures that you never miss an opportunity to make a lasting impression and potentially gain new financial advisor prospects through effective networking. Key Highlights Find new ways to get better at being a financial advisor. Discover how to create a strong online presence and use social media to attract leads.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52