Nerd's Eye View
NOVEMBER 25, 2024
Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.
The Big Picture
MARCH 24, 2025
Let’s delve into a case in point of Coase’s theorem: If you wanted to peddle the narrative that government spending is out of control, you might present a chart like the one above, which is an exact replica of a chart that appeared recently in a piece of research from a major Wall St. investment firm. Both the Wall St.
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Nerd's Eye View
JANUARY 24, 2025
Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)
Nerd's Eye View
FEBRUARY 4, 2025
And be certain to listen to the end, where Cristina shares how she uses 20-minute "fit" meetings to determine whether prospective clients will be a good match for her firm's service offering and fee model (thereby minimizing the number of bad-fit clients her firm takes on), the key lessons Cristina learned from earlier hiring mistakes (particularly (..)
Nerd's Eye View
NOVEMBER 6, 2024
While this shift from numbers-based strategies to a more holistic, values-driven framework has opened the door to deeper, more meaningful conversations, it also presents a challenge for clients who may struggle to define their values or articulate a sense of purpose.
Million Dollar Round Table (MDRT)
DECEMBER 10, 2024
I would take those numbers and spend a lot of time carefully crafting a financial plan and creating proposals. Then I would present the plan to the client. And not quite that much was usually a much lower number than they originally told me.
The Big Picture
SEPTEMBER 21, 2022
Consider : Questioning investors as to their risk tolerance does not typically result in an accurate description of their true tolerance for drawdowns and lower returns; instead, we get a number highly dependent upon the performance of equity markets over the prior three to six months.
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