Nifty Advisor Support

?? OUR SERVICE PACKAGES JUST GOT A MAJOR UPGRADE! ?? We've redesigned our offerings to be clearer, more streamlined, and more impactful than ever. Whether you're building your foundation or scaling beyond expectations, there's a Nifty package built for you. Explore our new packages now: https://lnkd.in/eBFSxxVU #BusinessGrowth #Entrepreneurship #GetNifty

Your cash flow is the oxygen of your business. If your RIA is struggling, the first step isn't more clients—it's financial clarity. Conducting a financial audit can reveal hidden inefficiencies, unnecessary expenses, and overlapping vendor costs. Many firms subscribe to multiple tools without reassessing their needs as they evolve. Reviewing your expenses, attending vendor update webinars, and streamlining operations can free up cash flow and set your firm on a path to stability. Watch the latest Dear Nifty episode to learn how to get your business back on track. https://lnkd.in/e9X5Pygg #FinancialPlanning #RIAGrowth #CashFlow #BusinessStrategy #DearNifty

Struggling to keep your RIA afloat? You're not alone. ?? In this episode of Dear Nifty, we tackle a real challenge: how to turn around a struggling RIA. Ben and Michelle break down the key steps to help you get back on track. Got a question of your own? ?? Submit it anonymously, and we'll guide you through the solution. Watch now and send us your letter! https://lnkd.in/e9X5Pygg #DearNifty #RIAStrategy #GetNifty

Diversity, Equity, and Inclusion (DEI) is more than just a trend—it's a business necessity. While the debate over its role in the workplace continues, it's clear that DEI drives success and fosters innovation. Explore why every company should prioritize it, not just as a moral imperative but as a strategic advantage. https://lnkd.in/gcF8qE_9 #Diversity #DEI #BusinessSuccess

We're #hiring! ?? Implementation Specialist, Servicing Implementation Specialist, Planning Or submit a general application! #remotejobs #financialservices #meetnifty https://lnkd.in/gcRQ6PCa

We're proud to announce our new strategic partnership with SEI! ??

Quality work begins with quality preparation. Performing thorough due diligence ensures that your processes align with your standards and that you're positioned to deliver the best for your clients. At Nifty, we believe in balancing speed with precision. By taking the time to plan and research, you'll save even more time (and energy) in the long run. Remember, excellence starts behind the scenes! ?? What's one way you're elevating your client experience this week? #clientsuccess #businessexcellence #getnifty #duediligence

Despite the RIA sector's steady asset growth, profitability remains elusive for many firms, leaving leaders to wonder if growth alone is enough. Fidelity's new report highlights a challenge that hits close to home for countless RIAs: the struggle to turn growth into lasting profit. https://lnkd.in/eEapcRgA

Deadlines aren't just dates on a calendar—they're the backbone of effective teamwork. When partnering with a virtual assistant, setting realistic and agreed-upon deadlines creates accountability and ensures that tasks move smoothly from idea to completion. Here's the golden rule: clear communication leads to reliable results. Whether it's a one-off project or recurring tasks, keep your deadlines SMART (Specific, Measurable, Achievable, Relevant, Time-Bound) to set everyone up for success. What's one task you're delegating this week? Let us know in the comments! #virtualassistanttips #teamworkmatters #productivityhacks #getnifty

Annual reviews serve as a vital connection between financial planners and their clients. As your clients' circumstances evolve, so must their financial strategies. Here are some tips for conducting a meaningful client financial review, along with a laundry list of questions that should be answered during such a meeting. https://lnkd.in/eUrMsTqZ.