Abnormal Returns

DECEMBER 8, 2023

techcrunch.com) Podcast companies are turning to advertising to get the word out. infiniteloopspodcast.com) Matt Reustle talks Charter Communications ($CHTR) with Tony Coniaris and John Sitarz of Oakmark Funds. The biz The podcasting industry is facing a reckoning. wsj.com) Spotify ($SPOT) has cancelled ‘Heavyweight,’ and ‘Stolen.’

Advertising 259

Advertising Communication Economy Banking 259

Nerd's Eye View

DECEMBER 27, 2023

These responsibilities also extend to the use of any technology used in the process of giving advice: A recommendation made with the aid of technology still needs to be in the client's best interests, while the technology also needs to carry out any function as it's described in the advisor's marketing materials and client communications.

Financial Advice 214

Financial Advice Communication Compliance Clients 214

Abnormal Returns

FEBRUARY 8, 2023

(ft.com) Apple Apple ($AAPL) wants to expand the reach of its advertising efforts. They now also have to be good at communicating. wsj.com) Where Apple ($AAPL) is falling down on the job. sixcolors.com) Four big macro risks for Apple ($AAPL). And they have to do that without any real rule book."

Financial Advising 244

Financial Advising Advertising Communication Economy 244

Nerd's Eye View

JULY 31, 2024

Which means the firm will need to provide records of holdings and transactions for each of its clients (which may require some training and practice for employees to be able to quickly pull the needed data from the firm's custodian), as well as archived client communications and any advertisements produced by the firm.

Compliance 230

Compliance Ethics Advertising Clients 230

Abnormal Returns

MAY 19, 2023

morningstar.com) Advertising YouTube really wants you want to watch more and (longer) ads. newsletter.abnormalreturns.com) Mixed media How AI can subtly influence you and your communications. (mrzepczynski.blogspot.com) Housing stocks are defying recession talk. ft.com) There is a big problem with structured notes. theatlantic.com)

Financial Advising 130

Financial Advising Advertising Communication Media 130

Nerd's Eye View

JANUARY 27, 2023

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

Financial Planner 220

Financial Planner Nonprofit CFP Advertising 220

Nerd's Eye View

JULY 31, 2024

Which means the firm will need to provide records of holdings and transactions for each of its clients (which may require some training and practice for employees to be able to quickly pull the needed data from the firm's custodian), as well as archived client communications and any advertisements produced by the firm.

Compliance 182

Compliance Ethics Advertising Clients 182

Trade Brains

MARCH 1, 2024

The Company is the 8th largest integrated marketing communications group in India by operating revenue. Today, it is run by promoters Srinivasan and Narasimhan Swamy, who have 4 to 5 decades of experience in the advertising and marketing services industry. The Company was founded by Late R K Swamy in 1973 in Chennai, Tamil Nadu.

Advertising 59

Advertising Communication Media Clients 59

Nerd's Eye View

APRIL 26, 2023

Third, regulators require RIAs to maintain an extensive set of books and records of the firm's business and advisory practices, including business and financial records (like bank statements and invoices), client-related documents (like written client communications, client agreements, and written information forming the basis of any recommendation (..)

Compliance 242

Compliance Clients Advertising Accounting 242

FMG

AUGUST 24, 2022

A marketing plan is the advertising strategy a business takes to sell its product or service. We communicate X amount of times with clients a week, what do we want to raise it to? How can we make client communication better? If you think your communication with clients could be better, add that to your goals list.

Financial Advisor 75

Financial Advisor Planning Marketing Marketing 75

The Big Picture

NOVEMBER 2, 2023

Vice ) • At Fidelity, AI Provides Extra Eyes to Spot Red Flags : The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales and other staff review public-facing communication.

Advertising 130

Advertising Portfolio Management Economy Food 130

Midstream Marketing

OCTOBER 30, 2024

A strong marketing plan and effective advertising adviser practices related to Form ADV are essential for successful marketing practices. Clear communication is key. Work on better communication and teamwork. The SEC’s advertising rule and its guidelines on social media explain what advisors can and cannot do.

Investment Advisor 52

Investment Advisor Investing Investments Ethics 52

Nerd's Eye View

AUGUST 15, 2022

For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services. AGB also offers dedicated assistants who help with administrative tasks, communicating with clients and tracking their progress between meetings, which saves advisors even more time.

Clients 181

Clients Financial Advice Financial Planning Planning 181

Nerd's Eye View

APRIL 26, 2023

Third, regulators require RIAs to maintain an extensive set of books and records of the firm’s business and advisory practices, including business and financial records (like bank statements and invoices), client-related documents (like written client communications, client agreements, and written information forming the basis of any recommendation (..)

Compliance 243

Compliance Clients Advertising Accounting 243

NAIFA Advisor Today

APRIL 27, 2023

Associate at PLUS Communications, a Beltway-based consulting firm specializing in coalition building, grassroots mobilization, advertising, digital engagement, message development, and media relations. Cody Schoonover is a PAC Manager for NAIFA. Before NAIFA, he was the Sr.

Ethics 52

Ethics Advertising Financial Advisor Insurance 52

Nerd's Eye View

AUGUST 15, 2022

For instance, AGB connects with pro bono clients so advisors do not need to spend time advertising their services. AGB also offers dedicated assistants who help with administrative tasks, communicating with clients and tracking their progress between meetings, which saves advisors even more time.

Clients 160

Clients Financial Advice Financial Planning Planning 160

Trade Brains

OCTOBER 22, 2024

Furthermore, scammers invest thousands in social media advertising to reach victims. Moreover, victims must pay escalating subscription fees to maintain communication. Discord Account Hijacking presents a unique threat to crypto community leaders. Recent cases have featured politicians like Keir Starmer and Prince William.

Advertising 52

Advertising Accounting Communication Education 52

Midstream Marketing

OCTOBER 31, 2024

Paid Advertising: Reach specific audiences and improve marketing results with intelligent, data-driven ads. Compliance and Regulatory Advertising Standards The financial services industry has many rules. Businesses must follow these advertising rules. Choose a consultant who values clear communication.

Consulting 52

Consulting Financial Market Marketing Marketing 52

Midstream Marketing

NOVEMBER 8, 2024

Advertise your webinars on your website. Leveraging Email Marketing Campaigns for Personalized Communication Email marketing is a good way to connect with leads and stay in touch with potential clients. Regular and personal email communication helps you stay on their mind. Give helpful tips on these subjects.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Good Financial Cents

APRIL 27, 2023

Sales Sales is all about communication and convincing someone to do something. Digital marketing involves a variety of different disciplines and specializations, including search engine optimization (SEO), pay-per-click (PPC) advertising, social media marketing, email marketing, content marketing, and more.

Engineering 94

Engineering Media Healthcare Education 94

Indigo Marketing Agency

MARCH 6, 2023

How Indigo Can Help Marketing plays a significant role in communicating your firm’s culture to prospects. From your website and social media to your advertising and blog articles, every touch-point with prospects is an opportunity to showcase your value proposition and build trust and loyalty with your audience.

CFP 52

CFP Advertising Clients Communication 52

FMG

AUGUST 29, 2023

How Financial Advisors Can Highlight Their Brand Value on YouTube via Advisorpedia If you want to effectively communicate as a financial advisor, it’s important that you use storytelling. Learn how you can get more out of each piece of content. Read more here. Read more here.

Financial Advisor 52

Financial Advisor Media Advertising Planning 52

Indigo Marketing Agency

DECEMBER 18, 2019

Branding and Communications for Financial Advisors. Impact Communications and Marie Swift. Impact Communications is a full-service marketing communications firm for independent financial advisors and the institutions that support them. You can work with Impact Communications through their hourly consulting service.

Financial Advisor 52

Financial Advisor Marketing Marketing Compliance 52

Indigo Marketing Agency

AUGUST 13, 2024

But by advertising smarter, you end up working less and succeeding more. Implementing automated tools for scheduling, client communications, and portfolio tracking can significantly reduce manual workload. Professional tools will let you track interactions, easily publish content, and streamline communication.

Financial Advisor 52

Financial Advisor Strategic Planning Media Communication 52

FMG

AUGUST 9, 2023

Instead of constantly advertising your services, create and use engaging content to engage followers and create conversations. Take Advantage of Paid Social Ads Paid advertising can also boost your social media lead-generation efforts with targeted ads. What matters is how advisors go about doing their business.

Media 52

Media Financial Advisor Advertising Clients 52

FMG

MAY 17, 2023

All this makes Facebook a prime place for financial advisors to set up accounts and really start communicating with their audience. Having additional ways to communicate is never a bad thing, especially when that platform brings unique benefits that can help your financial advisory grow and allow you to engage with clients.

Financial Advisor 52

Financial Advisor Advertising Accounting Media 52

Indigo Marketing Agency

JULY 1, 2024

This means identifying your target audience, crafting attention-grabbing messages, and using effective communication methods. Use video advertising: Create engaging videos that simplify complex financial concepts, showcase client success stories , or provide market insights.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

Steve Feinberg

OCTOBER 9, 2023

Even if you don’t rent a physical workspace (although that might be an eventual goal of many independent web designers) you still have to pay for mission-critical software and hardware, pay salaries if you have employees or subcontractors, or web hosting and advertising expenses.

Budgeting 52

Budgeting Advertising Clients Management 52

FMG

NOVEMBER 9, 2022

Nowadays it’s about using every online resource available to financial advisors and casting out a focused, but multi-channel net of communication. Advisors can choose to advertise their website, offer a newsletter or eBook for contact information, and even offer free quotes or meetings. Descriptions.

Financial Advisor 78

Financial Advisor Advertising Clients Media 78

Indigo Marketing Agency

NOVEMBER 20, 2023

It should clearly communicate the value proposition, such as “Unlock Exclusive Financial Insights: Join Our Mailing List Today!” Paid Advertising (PPC) for Financial Advisors Create targeted ads on Google and Facebook. A compelling headline is necessary to capture your visitors’ highly sought-after attention.

Financial Advisor 52

Financial Advisor Engineering Advertising Compliance 52

The Big Picture

MAY 7, 2024

And she has really managed to accomplish tremendous things, not just at Microsoft, where she ran MSNs advertising and marketing, not just at Yahoo or Pinterest, but even a small startup like Honey, which she was president and sold pretty quickly to PayPal for $4 billion. San Diego State studying journalism and advertising. It was fun.

Startup 144

Startup Advertising Engineering Numbers 144

FMG

JULY 26, 2023

By advertising or marketing your services and products while engaging with clients, you’ll be able to establish it as a name and improve brand recognition. But visual assets can help communicate more with each tweet (thanks to Twitter’s 280-character limit). It’ll help you determine what your audience wants to see.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Harness Wealth

OCTOBER 2, 2024

Additional Digital Marketing Tactics for Tax Advisors As part of a comprehensive marketing strategy , you may want to invest in paid advertising or managing reviews across websites like Google or Yelp. Follow up with attendees by offering a free consultation or providing additional resources.

Taxes 52

Taxes Tax Planning Marketing Marketing 52

Indigo Marketing Agency

SEPTEMBER 15, 2023

Advertising Results You Can Trust Looking to increase sales and generate high-quality leads without lifting a finger? We’re here to help you boost your marketing, enhance your communication, and see real, measurable results. We handle everything from optimized keywords to conversion-driven landing pages.

Marketing 52

Marketing Marketing Financial Advisor Media 52

Trade Brains

SEPTEMBER 26, 2023

It engages key stakeholders through Electrician Meets, distributor & dealer meets, and customer-centric advertising, promoting brand loyalty and product quality. Plaza Wires Limited plays a pivotal role in the communication, automotive, power, infrastructure, and household sectors. General corporate purposes.

Manufacturing 59

Manufacturing Distribution Government Sales 59

FMG

MARCH 14, 2023

It’s broken down into: YouTube data and channel statistics YouTube users Advertising on YouTube YouTube organic search statistics YouTube usage statistics YouTube growth YouTube marketing statistics This is a great read, and it can really boost your video marketing strategy. So, how can you gather market intelligence as an advisor?

Media 52

Media Financial Advisor Advertising Clients 52

Trade Brains

NOVEMBER 26, 2023

The Company caters to areas of Aerospace and Defense, Automotive, Communication, Power Generation, Energy, Geospatial, Heavy Industries, Oil and gas, semiconductors, and a lot more. The Company earns most of its revenue from the Financial Services and insurance industries (29.8%), followed by Retail (14.5%) and Communication (12.3%).

Recruitment 102

Recruitment Startup Engineering Education 102