Nerd's Eye View
DECEMBER 11, 2023
and our Financial Planning Value Summit, we'll be rolling out 2 new Advicer Research studies (on Marketing and on Productivity, as we wrap up the 2023 study on Wellbeing in the coming weeks), and we'll be building a new Kitces Course on Optimizing Roth Conversions (to complement our course on Optimizing Social Security) to be released in mid-2024.
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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Nerd's Eye View
DECEMBER 20, 2022
In this episode, we talk in-depth about how, as Emily progressed in her career from working on 401(k) plans to focusing on financial planning, she faced challenges and eventual burnout while building a successful financial planning offering in a firm that was still primarily focused on 401(k) plans first and foremost and didn’t want to allocate (..)
AdvicePay
MAY 22, 2024
Earlier this year, we released our 2024 Fee-for-Service Industry Trend Report , showcasing data from over 380,000 fee-for-service financial planning transactions processed through our platform in 2023. We are excited to share some of the top questions from the webinar.
eMoney Advisor
JANUARY 31, 2023
When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. When the pandemic hit, we continued to offer these events, but they became quarterly webinars. For example, when we did a webinar about planning for college, it was right before the FAFSA® deadline.
eMoney Advisor
NOVEMBER 7, 2022
Most importantly, you can build your clients’ confidence during this time of change by educating them about their switch options and even illustrating those “light switch” moments in a financial planning platform. Please note, CE credit will not be awarded for an on-demand webinar.
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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