In the past month, two articles have appeared in the industry press suggesting that the traditional planning software platforms many of us use are out of touch with consumers' increasing preference for education and interaction in the planning process. The first article was in Financial Planning
Your clients’ choice of withdrawal strategy may be the most under-appreciated factor in determining how long their nest eggs may last
This article also appeared in: CSmonitor.com BeforeItsNews.com Nasdaq.com NerdWallet.com By J.R. Robinson As a practical matter, the factors that determine how long our accumulated nest eggs may last after we retire fall into two categories – those that we can control and those we cannot. Primary
Portfolio Rebalancing – Is the Conventional Wisdom Wrong?
"At the other end of the spectrum is the founder of index fund powerhouse Vanguard Investments John Bogle. In a CNBC interview, Bogle said he never rebalances his investments." U.S. News & World Report So many financial advisors today tout portfolio rebalancing as an important element of
You’re Doing It All Wrong!
Optimize your Nest Egg Guru Subscription. A survey of our subscribers’ websites revealed that most FAs are not incorporating the applications into their websites in the manner in which we intended. You’re Doing It All Wrong! (Let Us Help You Optimize Your Nest Egg Guru Subscription) By J.R.
The Visual Client: Using Advisor Tech to Adapt to Changing Client Preferences
The Visual Client Using Advisor Tech to Adapt to Changing Client Preferences Executive Summary •The financial services industry is perpetually in a state of disruptions. Advisors today face numerous competitive threats. The key to surviving and thriving is to identify and adapt to the drivers of
Nest Egg Guru Vendor Partner Spotlight:
Advisor Websites Helps Financial Professionals Build a Strong Online Presence May 28, 2018 By Nathan Yan For our Partner Spotlight, we’d like to introduce Advisor Websites! Advisor Websites is an industry leader in the website-building space and makes it easy for financial advisors to
Nest Egg Guru featured in The Tech Tribune’s 8 Best Startups in Honolulu
We're happy to announce we at Nest Egg Guru have been featured in The Tech Tribune's "8 Best Startups in Honolulu" for the year of 2018. We always appreciate recognition of this sort and are honored to be featured in a list of growing, likeminded startups who want to help change the world
Nest Egg Guru featured in Funding Sage
Nest Egg Guru was featured this month in popular tech startup publication, Funding Sage. The interview sheds light on how the company is seeking to break the mold of the stereotypical fintech startup. Instead of fundraising based upon lofty, naive ideas and a slick pitch deck, the piece describes
J.R. Robinson Named in List of Top 100 Financial Advisors
NestEggGuru is pleased to announce J.R. Robinson, co-founder & CEO of NestEggGuru, being named one of the top 100 most influential financial advisors due to his excellent contributions to the financial planning industry via digital media (social media, SEO, content contribution, etc...) all
Why Financial Advisors Have Little to Fear from the Invading Robo Army
Nest Egg Guru CEO J.R. Robinson’s latest publication is a nod to comedian Jeff Foxworthy's signature "You might be a redneck" shtick. This article takes a satirical look at the influence automated trading platforms are having on the financial planning landscape. Far from their public persona as a
