Nerd's Eye View

SEPTEMBER 15, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates financial advisors are the most trusted source of financial advice for consumers across generations, and are particularly trusted among wealthier individuals.

Financial Planner 233

Financial Planner Retirement Retirement Planning Advertising 233

Million Dollar Round Table (MDRT)

APRIL 25, 2024

By Bryce Sanders It is easy to think the financial services industry is engaged in a race to the bottom when there are ads telling people they can trade stocks “for free.” This advertising appeals to DIY buyers, but it doesn’t appeal to everyone. Why should clients feel comfortable paying for financial advice?

Risk Tolerance 86

Risk Tolerance Financial Advisor Asset Allocation Advertising 86

Midstream Marketing

OCTOBER 30, 2024

Key Highlights The financial advice world is changing. A strong brand identity is key to getting and keeping clients in this tough market. Websites, social media, and SEO offer great opportunities to connect with new clients online. They also need to find the best ways to connect with potential clients successfully.

Investment Advisor 52

Investment Advisor Investing Investments Ethics 52

eMoney Advisor

APRIL 20, 2023

And while there is endless information available to help people answer their questions about money, financial professionals can position themselves online to reach those who are seeking additional support. The key is ensuring you and your business show up when consumers are looking for financial advice.

Advertising 74

Advertising Financial Advisor Engineering Financial Planning 74

Sara Grillo

OCTOBER 7, 2024

They love being able to talk to their clients about the fee they are being charged in dollars and cents. ” – Jamie Menges What they learned They learned they had to be very careful about how they price things in order to provide the best possible counsel to their clients while also allowing for career opportunities for the team.

Clients 59

Clients Financial Advisor Consulting Management 59

Indigo Marketing Agency

APRIL 3, 2024

You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. Do you choose: Newspaper ad Radio spot Billboard Phonebook ad (Remember…there IS a right answer!) A smart financial advisor would invest in the phonebook ad every time.

Financial Services 52

Financial Services Financial Advisor Advertising Engineering 52

BlueMind

MARCH 25, 2022

If you target a niche that is too specific, in addition to it costing you a lot more, you won’t reach enough of an audience to find leads that have the potential to convert into clients. Related: 9 Ways Financial Advisors can Use LinkedIn to Grow Clients.

Financial Advisor 52

Financial Advisor Advertising Insurance Financial Advice 52

Midstream Marketing

NOVEMBER 5, 2024

Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. Explore different social media platforms that financial advisors can use, like LinkedIn, Twitter, Instagram, and Facebook. Many potential clients look online for information.

Media 52

Media Financial Advisor Marketing Marketing 52

Tucker Advisors

NOVEMBER 11, 2021

How to Grow on Twitter as a Financial Advisor. Click the links below to jump to a client appreciation event page section specific to your needs. The answer is because this is the new common space where you can attract new clients and partnerships. The advice that we seek and choose to take in is everywhere around us.

Financial Advisor 52

Financial Advisor Accounting Financial Advice Media 52

Inside Information

SEPTEMBER 28, 2021

This first petition also touches on dually-registered individuals, recommending that, if they hold themselves out as advisors, they be required to disclose precisely when their work as an advisor ends and their efforts to effect a sale begins—something that is far from clear in current client engagements.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

The Big Picture

OCTOBER 19, 2022

We’re owned by our clients. We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. What exactly does it do, and what sort of clients and customers are you working with? How does Vanguard operate and not advertise, not pay shelf space?

Financial Advisor 283

Financial Advisor Clients Taxes Investing 283

Clever Girl Finance

DECEMBER 13, 2023

For example, you may be looking for financial advice for single ladies , or you may need ideas on how to survive financially as a single mom. Articles related to living on one income Living on one income will require consistency and dedication, but you can do it! After all, $5 every month adds up!

Budgeting 85

Budgeting Planning Financial Planning Accounting 85

Harness Wealth

JUNE 9, 2023

And while a nearly 10% return on stocks over a 1-year period may seem pretty good on the surface, it quickly erodes to not much more than what a high-yield savings account might advertise. Please note that the following is for informational purposes only and that this is not financial advice.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Inside Information

OCTOBER 30, 2021

He thinks that the distinction has been deliberately (and very effectively) blurred by the brokerage industry, which advertises itself as helping facilitate peoples’ dreams with financial planning and investment advice, whose brokers call themselves, on their business cards, advisors, vice presidents of investments or wealth managers. “Who

CFP 40

CFP Commission Education Investing 40

Sara Grillo

MARCH 16, 2024

The people who come to Immersion are those who are called to the mission of furthering the ideals of: Honesty Integrity Humility Fairness Logic, and Advocacy in all aspects of financial advice, with a special focus on Advice Only , Flat Fee , and Hourly service models. But… what’s an “Immersion”???

Financial Advice 52

Financial Advice Communication Financial Advisor Consulting 52

Sara Grillo

SEPTEMBER 26, 2022

The advertisements that they produce that says that anyone can call themselves a CFP. It’s baffling to me because actually, the only people who can really do… [unintelligible] anyone can say they’re a financial planner? Option rate securities were… 0:14:54.9 So it’s very difficult to do that.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Good Financial Cents

APRIL 19, 2023

Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. E-Bay Seller 26.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

APRIL 25, 2023

My first job out of law school was at a mid-sized law firm out of Princeton, New Jersey, and I would have clients who wouldn’t call when an issue arose. For most of the clients that come to us for startup work, right? HAMBURGER: So, what I realized is that people were intimidated by law firms. HAMBURGER: That was it.

Compliance 159

Compliance Clients Wealth Management Management 159

The Big Picture

MAY 16, 2023

Whereas eTrade they were spending billions on advertising. RITHOLTZ: So great advertising, but expensive advertising. LINDZON: So at the time in 2013, you could look through the financial statements of Schwab and TD public statements, and they were spending $150 for a customer acquisition. It’s meaningless.

Media 287

Media Investing Investments Valuation 287