#Net eye bloggers update
#Net eye bloggers professional

#Net eye bloggers update

Which we’ve witnessed first-hand here at, as the advisor community has engaged in record numbers with some of our recent articles on how best to advise clients through it all, and capitalize on the opportunities along the way.Īnd so, as we enter the second half of the year, we want to give all of you, our Readers and Members, an update on what we’re doing to continue to serve and support the advisor community through a challenging year, and some of the new enhancements you’ll see from us in the months to come.įirst and foremost, we’re excited to announce that, effective immediately, all of our Nerd’s Eye View blog and recorded webinar CE from 2022 (and all future CE) is now eligible for the new IAR CE requirements. Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment. Within just a few months, though, Omicron had led to another wave of at least partial shutdowns, inflation began to rear its ugly head in a way not seen in decades, and the market fell to its worst first-half start since 1970. Thanks in advance for taking a few minutes to access our Reader Survey below, and share your feedback! 😊Ģ022 was a year that began with high hopes as households were slowly re-emerging from pandemic shutdowns, markets were reaching new highs, and most advisory firms had growing momentum. It's only 12 questions, should take no more than a few minutes, and will remain open until the end of next week. I hope you'll participate in this year's survey.

#Net eye bloggers professional

So regardless of what kind of reader you are: an advisor or someone who works in an advisory firm home office, an individual consumer who reads this blog for your own benefit, a CPA, attorney, or another related professional that works with financial advisors, or you're associated with a vendor who serves advisors. Over the years, Nerd’s Eye View reader feedback has shaped everything from the visual design of the blog ( from its original dense small font!) to the Comment system we use, to the expansion of our Members section from offering CFP to now CPE credits for CPAs and IAR CE for RIAs that can be earned by reading Nerd's Eye View blog articles, the launch of the Financial Advisor Success podcast, our popular “Master List” of all the major Financial Advisor conferences and Best Books for Advisors, and turning our AdvisorTech Map into an entire AdvisorTech Directory that you can use to build your own tech stack. And especially after the amount of change over the past few years, we’re more eager than ever for your feedback about how we’re doing, where we can improve, your thoughts about some new ideas we’re considering, and your feedback about what else we could be doing to help the advicer community.īecause we really do take your feedback seriously. Which means now it’s time once again to take at least a brief pause to get some feedback about how we’re doing.Įvery year, we ask you – our readers – for feedback about what you want to make this website even better for you, to ensure we stay on the right track in adding value to the advicer community and making financial advisors better and more successful. After 2 years of the pandemic forcing massive changes to most firms’ systems and processes, from client meetings to internal management to marketing and business development, advisory firms are increasingly ‘finding their groove’ in this new post-pandemic (or at least, post-acute-pandemic) era as they grow accustomed to the new ways of getting business done.įor, it has been a similar year of consolidation, as the past 2 years have tripled the Kitces team, and led to the rollout of everything from our Virtual Summits on Marketing and Advisor Value to our Kitces Courses on Tax Return Reviews and Social Security, our AdvisorTech Directory, and most recently the launch of IAR CE in our Members Section. For most advisory firms, 2022 has been a year of relative stability, market volatility notwithstanding.