Planning Practice Management Prioritization 
Nerd's Eye View
OCTOBER 21, 2024
Much of this frustration can be avoided with a clear onboarding plan. A good onboarding plan can bring clarity to the advisor (or hiring manager) on how much time will need to be spent with the new hire, what order to present information in, and when an advisor can plan to 'let go' of and finally delegate different tasks to the CSA.
Nerd's Eye View
AUGUST 23, 2024
financial planning, CRM, portfolio management), while taking a more tailored approach to selecting tech in other categories. The survey found that most firms fall into the middle category, utilizing tech in categories that provide an assessed high return on investment (e.g., Read More.
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Nerd's Eye View
SEPTEMBER 23, 2024
In addition, he also found that he preferred working with certain types of planning clients over others, leading him to refine his niche and ideal client persona over time. Jake also learned key lessons on managing daily schedules. taking vacations) and organized his workday to leverage the times of day when he has the most energy.
Nerd's Eye View
JULY 29, 2024
Most financial advisors strive to provide excellent client care and prioritize a systematic process to maintain regular communication with their clients both on a scheduled (e.g., annual meeting) and an "on demand" basis.
Nerd's Eye View
APRIL 7, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)
Nerd's Eye View
JUNE 24, 2024
comprehensive, planning-centric, fee-based advisors) versus 'bad guy' (e.g., Which means that advisors should not be expected to champion the planning industry alone when prospecting for clients. ignorant, overcharging stockbrokers) storytelling approach to promoting the industry.
Nerd's Eye View
JANUARY 22, 2024
For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.
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