Nerd's Eye View

FEBRUARY 17, 2025

In order to deliver the best service to their clients, financial advisors often take on responsibilities beyond giving financial advice, including compliance, marketing, team management, and other operational duties.

Prioritization 72

Prioritization Benchmarking Compliance Numbers 72

Nerd's Eye View

SEPTEMBER 23, 2024

Nonetheless, after a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking as they balance servicing current clients with marketing for new ones and also possibly managing staff.

Prioritization 98

Prioritization Auditing Planning Leverage 98

Nerd's Eye View

JANUARY 22, 2024

However, when an advicer prioritizes identifying and understanding the client's values and goals, they can more easily showcase the real value of their advice, leading to mutual success and long-term client satisfaction!

Prioritization 98

Prioritization Risk Management Communication Planning 98

Nerd's Eye View

JUNE 24, 2024

The requirements to run a successful, growing advisory firm are often less about doing the technical work with clients and more about marketing value to get prospects in the door in the first place. comprehensive, planning-centric, fee-based advisors) versus 'bad guy' (e.g.,

Prioritization 76

Prioritization Construction Planning Marketing 76

CFO News Room

NOVEMBER 14, 2022

She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. She currently runs a weekly YouTube series called “Practice Management with Penny.”. How would you prioritize them?

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

DECEMBER 27, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? I know you’re going to gasp, Michael, with the amount of clients that we have, but we have approximately 1,800 clients managing just north of [$]400 million*, between the 400 and 450.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Securities 130

CFO News Room

DECEMBER 20, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? How big was this market? And I think some advisors aren’t aware of this, but there are some advisors that go in just to do that education piece and they don’t necessarily manage the plan.

Education 130

Education Planning Numbers Securities 130