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Can Time Blocking Make Advisors Happier And More Efficient?

CFO News Room

Ultimately, though, it may require some fine-tuning (and practice!), Financial Advisor optin: one page business plan (bar) optin: one page business plan (slide in) practice management

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What Makes Financial Advisors Happier: More Time Or More Money?

CFO News Room

Financial Advisor optin: value of advice (bar) optin: value of advice (slide in) personal/career development practice management

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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management. Cash Flow Management.

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How To Hire And Train An Associate Advisor For Your RIA

CFO News Room

But for many experienced advisors (and particularly those whose careers evolved through the older eat-what-you-kill model), integrating an associate advisor into an existing practice can come with its own challenges. Managing The Associate Advisor’s Career Trajectory.

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How Advisors Can Create An Annual Financial Planning Process

CFO News Room

Kyle Moore, CFP® is the founder of Quarry Hill Advisors, a fee-only financial planning and investment management firm that oversees $200M for over 160 households specializing in working with stock-compensated employees and retirees. Executive Summary.

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How A Client Service System Personalizes Advice Efficiently

CFO News Room

While many financial advisors may have focused primarily on portfolio management at one time, the evolution of the financial planning profession has opened up an ever-growing number of services that advisors now offer to their clients on a regular basis. Executive Summary.

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Can Time Blocking Make Advisors Happier And More Efficient?

Nerd's Eye View

Ultimately, though, it may require some fine-tuning (and practice!), Practice Management OPTIN: One Page Business Plan (BAR) OPTIN: One Page Business Plan (SLIDE IN One of the most important aspects of emotional wellbeing is having a feeling of control over one’s time.

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A 5-Step Prospecting Process To Sell Your Advisor Value With Greater Confidence And Trust

CFO News Room

And by using such a process, advisors will have a systematic way to identify the right clients for their practice and filter out the wrong ones. Before he implemented the no-stress sales process, he had been in practice for 10 years and was charging $600 a year for planning.

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How Advisors Can Work Less And Take More Vacation Time Off

CFO News Room

For instance, even though some advisory firm executives may have fewer client advisory responsibilities, their job responsibilities include managing their staff and the office itself, which could be one reason why they take fewer vacation days than lead advisors. Executive Summary.

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What Makes Financial Advisors Happier: More Time Or More Money?

Nerd's Eye View

Personal/Career Development Practice Management OPTIN: Value Of Advice (BAR) OPTIN: Value Of Advice (SLIDE IN

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How Human Financial Advisors Provide Value That Robos Cannot

CFO News Room

On the other end of the spectrum, the areas where clients preferred digital tools included simplifying their portfolio for organized, cohesive management; diversifying their investments; managing capital gains and taxes effectively; and preventing details from being overlooked.

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101 Ways Advisors Can Add Value And Attract Their Ideal Clients

Nerd's Eye View

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management.

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101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio)

Nerd's Eye View

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management.

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Increasing Financial Planning Efficiency With A Systematized Annual Process

Nerd's Eye View

Practice Management OPTIN: One Page Business Plan (BAR) OPTIN: One Page Business Plan (SLIDE IN

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Hiring Next-Gen Associate Advisors: A Guide To Recruiting, Training, And Retaining For Your RIA

Nerd's Eye View

But for many experienced advisors (and particularly those whose careers evolved through the older eat-what-you-kill model), integrating an associate advisor into an existing practice can come with its own challenges.

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A 5-Step Prospecting Process To Sell Your Advisor Value With Greater Confidence And Trust

Nerd's Eye View

And by using such a process, advisors will have a systematic way to identify the right clients for their practice and filter out the wrong ones. Practice Management OPTIN: One Page Business Plan (BAR

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Comparing Alternative RIA Custodians: The List To Consider Beyond The Big 2

Nerd's Eye View

An additional consideration is whether the custodian has a retail presence, as those without one won’t be competing directly with advisors in the marketplace (and the custodian’s management will be focused on the needs of advisors on the platform rather than spending much of their time trying to bring in more retail business). Practice Management OPTIN: One Page Business Plan (BAR) OPTIN: One Page Business Plan (SLIDE IN

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Building A (Modern) Client Service System Model To Deliver Value More Efficiently, Profitably, And Enjoyably

Nerd's Eye View

While many financial advisors may have focused primarily on portfolio management at one time, the evolution of the financial planning profession has opened up an ever-growing number of services that advisors now offer to their clients on a regular basis.

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Weekend Reading For Financial Planners (Jan 28-29)

CFO News Room

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

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Weekend Reading For Financial Planners (Jan 21-22)

CFO News Room

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level.

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Weekend Reading For Financial Planners (Jan 28-29)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

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Weekend Reading For Financial Planners (Jan 7-8)

CFO News Room

We also have a number of articles on practice management: Why the most successful firms in the coming years might be those who dominate individual market segments rather than those that are ‘overdiversified’.

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Weekend Reading For Financial Planners (Jan 21-22)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level.

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Weekend Reading For Financial Planners (Dec 17-18)

Nerd's Eye View

From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase.

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Weekend Reading For Financial Planners (Jan 7-8)

Nerd's Eye View

We also have a number of articles on practice management: Why the most successful firms in the coming years might be those who dominate individual market segments rather than those that are ‘overdiversified’ Four ways firms can attract next-generation advisor talent.

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Weekend Reading For Financial Planners (Dec 3-4)

Nerd's Eye View

From there, we have several articles on practice management: The three essential skills firm owners need to build the right team, including why it is important to always be on the lookout for potential employees.

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The 9 ‘Best’ Financial Advisor Conferences (For Scaling Up) In 2023

Nerd's Eye View

Which, in turn, is spawning even more hunger for specialized practice management conferences in 2023.

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Weekend Reading For Financial Planners (Dec 10-11)

Nerd's Eye View

Though given that potentially conflicted practices such as ‘payment for order flow’ are a source of revenue for brokers, such regulation could portend a shift back to explicit transaction fees as they seek to maintain their top line.

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ImagineTime, Mango Billing Partner On Digital Accounting

PYMNTS

Practice management software provider ImagineTime , which works with accounting firms, has partnered with Mango Billing for a "next-generation practice management solution," according to a press release.

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Weekend Reading For Financial Planners (Nov 19-20)

Nerd's Eye View

From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions. The time management principles that are used by the most successful leaders.

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Weekend Reading For Financial Planners (Oct 15-16)

Nerd's Eye View

A recent study suggests that advisors can regain about 20% of their time by outsourcing investment management responsibilities. Why managing energy might be more important than managing time when it comes to improving productivity.

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Weekend Reading For Financial Planners (Oct 29-30)

Nerd's Eye View

From there, we have several articles on practice management: A new report shows that RIA profitability and AUM soared in 2021, buoyed by a strong stock market and new client growth.

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Weekend Reading For Financial Planners (Aug 27-28)

Nerd's Eye View

From there, we have several articles on practice management: New rankings show what it takes for RIAs to make it into the top 100 by AUM, and why seeking out ‘smaller’ clients can spur firm growth.

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Regent Assay advises SaaS company, BTCSoftware on acquisition by Bright Software Group

Regent Assay

Bright is a UK and Ireland-based accounting, practice management and payroll software provider. They identified a strong shortlist of acquirers and managed the negotiation process expertly and smoothly.

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#FA Success Ep 317: From Individual To Partnership: Managing The Merger Transition From Solo Practices, With Jennifer Climo

Nerd's Eye View

Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households. Welcome back to the 317th episode of the Financial Advisor Success Podcast !