Midstream Marketing

NOVEMBER 5, 2024

The Power of Video Content in Financial Advice Video content is a powerful tool for connecting with your audience on social media. Think of your social media channels as spaces for two-way communication. This approach creates a sense of community. They cover advertising, how to keep records, and supervision.

Media 52

Media Financial Advisor Marketing Marketing 52

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. Communicate openly with your partner If you are in a relationship where you share one income, it’s important to remember that you and your partner are a team.

Budgeting 85

Budgeting Planning Financial Planning Accounting 85

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.

CFP 40

CFP Commission Education Investing 40

Sara Grillo

MARCH 16, 2024

Transparency is the single most powerful force that exists in realm of human communication. Immersion was a refreshing gathering of like-minded advisors sharing best practices and their vision for the future of transparent financial advice. This was the first and largest in-person gathering of flat fee advisors!

Financial Advice 52

Financial Advice Communication Financial Advisor Consulting 52

The Big Picture

OCTOBER 19, 2022

We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. How does Vanguard operate and not advertise, not pay shelf space? But I think the move to fee-based advice in a broker-dealer community really helped drive that. And it’s financial advice.

Clients 280

Clients Financial Advisor Taxes Investing 280

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? Now, granted, I don’t think that that’s true.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

ADVERTISEMENT) RITHOLTZ: Prior to 2022, when rates were cheap, when rates were zero, when capital was plentiful, it seemed like the entire industry went through this wild merger frenzy. You could probably build a better communications strategy. ADVERTISEMENT) RITHOLTZ: Tell us about your practice. And yes, we were all in.

Compliance 157

Compliance Clients Wealth Management Management 157

The Big Picture

MAY 16, 2023

They kept the reputation intact by communicating with their investors. Whereas eTrade they were spending billions on advertising. RITHOLTZ: So great advertising, but expensive advertising. So to think that… RITHOLTZ: This is not financial advice, you can say it on the air. RITHOLTZ: Right. LINDZON: Yes.

Media 284

Media Investing Investments Valuation 284