Nerd's Eye View

JUNE 28, 2023

One of the key steps in the financial planning process is presenting the plan to the client, which has traditionally been done as part of a single 'plan presentation' meeting that takes place once the advisor has gathered and analyzed all of the client's data.

Planning 242

Planning Clients Financial Planning Education 242

Mish Talk

DECEMBER 19, 2022

The survey asks respondents to rate market conditions for the sale of new homes at the present time and in the next six months as well as the traffic of prospective buyers of new homes. The NAHB/Wells Fargo Housing Market Index (HMI) is based on a monthly survey of NAHB members designed to take the pulse of the single-family housing market.

Sales 226

Sales Economics Marketing Marketing 226

Abnormal Returns

FEBRUARY 9, 2023

Strategy How a big, successful trade can distort your thinking for years to come. youngmoney.co) Meb Faber on why more people don't invest in managed futures funds. rcmalternatives.com) Companies Activist investors are lining up against Salesforce ($CRM). wsj.com) Just how big is Apple's ($AAPL) services business?

Financial Advising 246

Financial Advising Startup Communication Economy 246

eMoney Advisor

MAY 2, 2023

As a financial professional, you have probably noted how different clients react to the presentation of their financial plans. Or perhaps they like it when you show them charts and graphics while others like to have a physical interaction with the information you are presenting.

Financial Planning 103

Financial Planning Clients Planning Consulting 103

Calculated Risk

JANUARY 23, 2024

Yesterday, Chris Bruen, Senior Director of Research at NMHC and Kim Betancourt, CRE, Vice President, Multifamily Economics and Strategic Research at Fannie Mae presented the State of the Multi-Family Market (see video recording of presentation). Rents surged in 2021, and then moved more sideways - and even declined in Q4 2023.

Economics 57

Economics Marketing Marketing 57

Alpha Architect

MARCH 13, 2023

Artificial Intelligence: the Past, the Present and the Future was originally published at Alpha Architect. This article examines the state of Artificial Intelligence (AI). We examine its history with an eye toward what it may mean for the world in years to come. Please read the Alpha Architect disclosures at your convenience.

98

98

Wealth Management

OCTOBER 28, 2024

Teucrium ETFs CEO Sal Gilbertie discusses why grains, especially corn, should be an investment portfolio holding like gold.

Portfolio 119

Portfolio Investing Investments 119

Don Connelly & Associates

AUGUST 22, 2022

Any chance you have to make a presentation is a golden opportunity to engage with people and demonstrate your worth. Financial advisors who can deliver exceptional presentations can differentiate themselves while connecting with potential clients in a memorable way. Here are five critical elements of a successful presentation.

Financial Advisor 52

Financial Advisor Clients 52

eMoney Advisor

JANUARY 10, 2023

When financial professionals know how to effectively present a financial plan, they can better engage clients in the planning process and earn clients for life. Presenting a financial plan, however, isn’t as simple as running through the numbers. Financial Plan Presentations Are an Opportunity for Better Relationships.

Financial Planning 76

Financial Planning Planning Financial Planner Communication 76

Advisor Perspectives

NOVEMBER 11, 2024

Accumulating inconsistencies in the prevailing paradigm then trigger a crisis, leading to the emergence of new theories and ideas, resulting in a paradigm shift where the old framework is rapidly replaced by a new one.

52

52

Tobias Financial

MARCH 4, 2024

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.

Wealth Advisor 52

Wealth Advisor CFP Financial Planning Planning 52

Wealth Management

JULY 15, 2024

InterVal's Trevor Greenway explains how advisors can solve the challenge of determining the value of small- and medium-sized business when creating a financial plan for owners.

Wealth Management 119

Wealth Management Financial Planning Management Planning 119

Advisor Perspectives

JULY 12, 2023

I’m always stunned by how very smart people can struggle with ways to communicate clearly and effectively so the audience knows what’s being shared.

Communication 96

Communication 96

Advisor Perspectives

OCTOBER 25, 2024

Medicare open enrollment, held from October 15 to December 7, allows individuals to change or sign up for plans, and potentially save money and improve coverage. Our Bill Cass shares the key things you need to know.

Planning 52

Planning 52

Don Connelly & Associates

NOVEMBER 28, 2022

The post Presenting the Strategy Paper to Turn Prospects into Clients appeared first on Don Connelly & Associates. In relation to the latter, I found the best time to do that was after I had proceeded through the strategy paper up to the point of discussing the shortfall with them. More on that later.

Clients 52

Clients Numbers Sales Insurance 52

Alpha Architect

MARCH 20, 2023

Comparing past and present inflation rates can be tricky was originally published at Alpha Architect. The run-up in inflation we are currently experiencing is difficult to contextualize because it is inconsistent with past practices, weights on expenditures have changed, and the treatment of housing costs.

Investing 52

Investing Investments 52

Tobias Financial

OCTOBER 17, 2023

We are proud to announce that our Wealth Advisor, Franklin Gay, CFP®, EA and Client Service Manager, Melanie Leal Ramirez, will be presenting at the American Society for Quality (ASQ) Southeast Florida Section on Quality in the Financial Services Sector on October 17 th.

Financial Services 52

Financial Services Wealth Advisor CFP Clients 52

Tobias Financial

MARCH 4, 2024

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.

Wealth Advisor 40

Wealth Advisor CFP Financial Planning Planning 40

Advisor Perspectives

MARCH 13, 2024

Using time in all the best ways possible should be a lifelong goal and something you want to encourage your clients to think about too.

Clients 52

Clients 52

Wealth Management

MAY 4, 2023

As office real estate continues to navigate headwinds, investors are realizing that certain assets and markets within the sector can offer stability in volatile times.

Assets 105

Assets Marketing Marketing Investing 105

Wealth Management

DECEMBER 5, 2023

As usual, the challenge is communication.

Insurance 105

Insurance Planning Communication 105

NAIFA Advisor Today

NOVEMBER 12, 2024

NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern. It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging.

Healthcare 105

Healthcare Financial Services Insurance 105

Wealth Management

JULY 13, 2023

While the loan assumption process is not for the faint of heart, the effort and cost it takes to complete can quite possibly result in underlying financing that is far more favorable than where debt markets have gone today.

Marketing 98

Marketing Marketing 98

Wealth Management

NOVEMBER 3, 2022

During IMPACT, Schwab outlined a far more detailed timeline for advisors to make the transition from TD Ameritrade.

105

105

Nationwide Financial

OCTOBER 1, 2022

This growth is poised to accelerate as Hispanic entrepreneurs start businesses at three times the rate of the general population, presenting a huge opportunity for advisors and financial professionals to expand relationships. Small business owners wear many hats, and the topic of risk management presents an opportunity for you to add value.

Risk Management 52

Risk Management Management Consulting Insurance Coverage 52

The Big Picture

FEBRUARY 22, 2023

Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn when I showed up at the Brooklyn Bridge Marriot, but it was also the first time I did a new presentation in front of a live audience since before the pandemic. Of the 35 slides, 30 were brand new.

Clients 307

Clients Economy Portfolio Marketing 307

Wealth Management

JANUARY 24, 2024

Creating competition while managing expectations and risks.

Management 110

Management 110

NAIFA Advisor Today

MARCH 15, 2024

NAIFA members, mark your calendars for April 11th at 12 pm Eastern for the Q2 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

Strategic Planning 52

Strategic Planning Planning 52

The Big Picture

AUGUST 22, 2024

The deck is an updated version of last year’s presentation to investors at the Orlando Money Show. The folks attending the FPA event are all CFPs and advisors, and so I tailored the presentation to ideas they can use to better serve their clients. They are a great group of people, and very motivated to serve their clients.

Clients 144

Clients Investing Investments 144

Wealth Management

JUNE 21, 2023

How to give agents value for their cash.

Insurance 123

Insurance Marketing Marketing 123

Brown Advisory

NOVEMBER 1, 2023

This Present is Accounted For: An Overview of Low-Basis Gifting Strategies achen Wed, 11/01/2023 - 11:20 After spending a career helping clients with tax and estate advice, I often see reminders and lessons about my job in the unlikeliest places.

Accounting 52

Accounting Taxes Assets Clients 52

Wealth Management

OCTOBER 11, 2023

It’s not just the technical, it’s also the technique.

111

111

Indigo Marketing Agency

FEBRUARY 2, 2023

The post Marketing Your Specialty As an Advisor: 3 Takeaways From Our Presentation at Heath Walters’ 2023 Innovation Summit appeared first on Indigo Marketing Agency.

Marketing 81

Marketing Marketing Financial Advisor Clients 81

Advisor Perspectives

APRIL 21, 2024

Some experts think that efforts to expand blockchain technology are being forced upon end users and investors.

52

52

NAIFA Advisor Today

MAY 25, 2023

Join NAIFA’s partner White Glove at their 2023 Virtual Summit, an exciting event that sets the stage for financial professionals eager to expand their businesses. The summit will take place on Wednesday, June 7th, 2023, from 1 pm - 6 pm eastern, offering a range of insightful discussions and learning opportunities.

52

52

NAIFA Advisor Today

DECEMBER 22, 2023

NAIFA members, set a reminder! The Q1 State of NAIFA 2024 webinar is happening on January 25th at 12 pm Eastern. Don't miss this first update of the year, as it's a key part of our commitment to keeping you well-informed about our developments and future goals.

52

52

Wealth Management

NOVEMBER 23, 2022

His acceptance speech highlighted importance of multi-disciplinary collaboration and diversity.

105

105