Insights

David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of “AdvisorSmart for the Individual Investor“, graciously invited me to write the foreword for his book. This insightful guide advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the marketing tactics and biased advice of commission-driven salespeople. In the forward,…

Inspiration for this article came from a conversation with David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of “AdvisorSmart for the Individual Investor” (published in April 2025). David graciously invited me to write the foreword for his book, which advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the…

As a financial advisor, having a well-crafted FAQ page on your website can be a valuable asset. It not only helps answer common questions from potential clients but also showcases your expertise and builds trust. In this article, we’ll explore the best practices for creating an effective FAQ page and provide example questions and answers…

Niche marketing has become a powerful strategy for financial advisors. A well-defined niche not only enhances but also simplifies your marketing efforts. According to a Kitces.com article from August 21, 2023, titled “How Niches Improve Advisor Marketing Satisfaction And Efficiency,” niche firms experience a significantly higher average client growth rate (58%) compared to non-niche firms…

Registration for this Webinar Has Closed!  We reached our registration capacity very quickly, but, we are planning to announce a follow presentation and set of resources! Join Zoe Meggert, founder of Perfectly Planned Content, and Allan Slider, founder of FeeOnlyNetwork.com to learn simple strategies to help get effective and meaningful content out the door and…