Our list of "Best Conferences 2025!", and be sure to take advantage of the discount codes that several have offered to Nerd's Eye View readers! Best in: -Overall Planning: @FPANorCal -Technology: @t3techhub -Advanced Tax Planning: @AICPA Engage and more! https://t.co/bewEKQMNXQ

What is a favorite piece of advisor content you've read this year? As 2025 comes to a close, it leaves me so thankful once again to all of you, the ever-growing number of readers who continue to regularly visit the Nerd's Eye View Blog! https://t.co/MWjNgzBQuP Thank you to the

How To Give Better Financial Advice That (Actually) Sticks: Clients come to advisors for more than “just” advice alone, neuropsychologist Dr. Moira Somers highlights the wide range of additional influences that can impact the client’s receptivity to advice, from their own

Follow A Marketing Cadence That Sticks: Kristen Luke shares a guide for creating a quarterly tactical marketing plan that can help an advisory firm stay on track to meet its annual client growth goals https://t.co/3LGDDHyxya (Advisor Perspectives) #advicers #advisormarketing

While Kotter's model may work well for larger firms with ample resources and people available to enact change, it can be less effective for smaller organizations. Those at smaller firms who want to promote change may benefit from a framework based on an "Agile Change" model

Protecting An Investment Portfolio From A Possible #AI Bubble: How advisors can help nervous clients feel empowered amidst concerns that a potential AI-fueled bubble could lead a dramatic market downturn, from reconfirming a match between their asset allocation and liquidity

This #WeekendReading kicks off with a report from The Ensemble Practice finds that advisory firms are predominantly hiring and developing newer advisor talent rather than directly hiring experienced advisors.   https://t.co/3LGDDHyxya #advicers

Just because there’s revenue doesn’t mean there’s profits, and there are too many clients to just keep it all straight in your head. As a financial advisory practice grows, it becomes increasingly important measure and track more information about the business, so it can be

Just as a financial plan helps ensure a client's near- and long-term goals are met, an effective succession plan can increase the chances that a founding firm owner will reap the financial benefits of selling their firm to the next generation and that their firm will continue to

Whew, this is FASCINATING. The SEC may be taking the position that when an advisory firm is sold, "recommending" that clients stay and go to the acquirer constitutes a paid "endorsement" to clients (compensated by the acquirer). Why does it matter? Because under the SEC's new

In turns out that 'just' making a whichever-CFP-professional-answers-the-phone available to consumers (enabled with technology to serve a very high volume of them) doesn't necessarily drive more value for clients? It's not the mere access to a CFP professional that creates the

Understand your current mindset, discuss intentions. 🧘‍♂️💡Thinking about career goals is not necessarily enough; employees need to take ownership of their careers to achieve the career goals they seek. Career growth can be achieved with an ownership mindset, and finding places to

Another interesting step in the direction of "do #AdvisorTech platforms really need to be all-in-one, or can an AI layer that has agents that go retrieve data from various source systems allow advisors to have an 'integrated' whole without needing to actually integrate all the

Historically, the "capacity crossroads" emerged around $250,000 to $400,000 in annual revenue, or 30–40 clients. This crossroads also implies a risk, as hiring too early can lead to financial strain, while hiring too late can result in burnout and a decline in service quality.

Advisors, think about your roster of clients in retirement. How many of them are underspending? The struggle to shift from Save mode to Spend mode is real for many retirees, and the result can be a retirement filled with regrets. That's why we turned to behavioral finance

Common reasons clients underspend: "What if I need this money later?", doom forecasting, and a saver identity that makes spending feel like betrayal. To address these barriers without undermining client agency or triggering defensive reactions, advisors can reframe spending as an

The point of the Chart of Accounts is not just to have a system for organizing the firm's financial data, but to be able to access and use that data, to make the firm even better. How a financial advisory firm Chart of Accounts is organized, and creating the 'right' Chart of

There were two low and tough points for Kay Dee Cole on her journey as founder of Clarity Wealth Development. One was just being diagnosed with cancer less than 2 years of opening the business and trying to figure things out, Second was a recurrence of cancer and navigating an

When a client couple does announce they're planning to divorce, it can be tough to decide how to work ethically with one or both partners.  https://t.co/hAZ1w24F6j This article by Shelitha Smodic highlights the many practical ways for advisors to maintain their fiduciary duty

How much to pay an associate advisors these days? Firm owners can attest... compensation is a strategic balancing act of not just base salary, but benefits, bonuses, and incentivized pay that leads to a competitive package. https://t.co/uOxEyIR17t Compensation is rarely a single

When it comes to the advisory world, it’s “control your business, or your business will control you.” Advisors who maintained structure within their advisory business reported feeling more in control of their overall lives; those who were more reactive in their businesses felt