?? 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
Nifty Advisor Support
金融服务
Silver Spring,Maryland 1,179 位关注者
Your Strategic Ally in Implementation for Advisors
关于我们
Nifty Advisor Support empowers Registered Investment Advisors (RIAs) by transforming ideas into action through strategic support in digital marketing, client servicing, and financial planning solutions. Our adaptable services—available in ongoing and project-based models—bring your vision to life across all facets of your business, driving seamless implementation and operational efficiency. Whether for long-term goals or short-term projects, Nifty delivers the expertise to help your business scale effectively, reducing complexity and streamlining the path to impact.
- 网站
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https://www.niftyadvisorsupport.com
Nifty Advisor Support的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Silver Spring,Maryland
- 类型
- 私人持股
- 创立
- 2018
- 领域
- Graphic Design、Virtual Assistant、Project Management、Financial Planning、Digital Marketing、Operations、Social Media Management和Training
地点
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主要
US,Maryland,Silver Spring
Nifty Advisor Support员工
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Stuart McLemore, CFP?, MBA
Personal Financial Planner
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Tae Kneidinger, CFP?
Planning Team Lead @ Nifty Advisor Support | Certified Financial Planner
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Lesley Sun, CFP?
Operations Manager at Nifty Advisor Support
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Michelle J. Wong
Founder, CEO @ Nifty Advisor Support ? Talent Alchemist | The Solo Advisor’s Sidekick | Helping RIAs save the day, one solution at a time!
动态
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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
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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
Dear Nifty, How Do You Turn Around a Struggling RIA?
https://www.youtube.com/
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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
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We're #hiring! ?? Implementation Specialist, Servicing Implementation Specialist, Planning Or submit a general application! #remotejobs #financialservices #meetnifty https://lnkd.in/gcRQ6PCa
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We're proud to announce our new strategic partnership with SEI! ??
Our advisor services offering helps reduce costs, save time, focus on client relationships, and increase efficiencies. Learn more about what Nifty Advisor Support, Jump - Advisor AI, and TIFIN Wealth are adding to the mix.?https://lnkd.in/eya8z4xy #SEIC
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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
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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
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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
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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.