Abnormal Returns

MARCH 14, 2023

portfoliocharts.com) Safe assets aren't safe if there is a duration mismatch. ft.com) Social media will change any future financial crisis. ft.com) SVB failed in its communication strategy. newsletter.abnormalreturns.com) Mixed media People really mean it these days when they say 'no gifts.' vox.com)

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Abnormal Returns

JULY 18, 2023

honest-broker.com) Prior social media companies were built on the fly. axios.com) Space Viasat's new $700 million communications satellite is likely a full write-off. morningstar.com) Strive Asset Management is toning down its anti-woke agenda. Threads Casey Newton, "To Zuckerberg, the concept [Threads] has been proved out.

Financial Advising 246

Financial Advising Media Communication Financial Advisor 246

The Big Picture

AUGUST 11, 2022

Private equity funds generally charge their investors two different fees: a management fee of 2 percent of invested assets per year (funds are held for an average of about six years), and a “carried interest” fee that is 20 percent of any investment gains realized in the fund.( New York Times ). • Here’s what it might say.

Government 299

Government Communication Management Media 299

Abnormal Returns

MARCH 12, 2023

nytimes.com) The former Boston Private money management arm of SVB is a prized asset. newsletter.abnormalreturns.com) Mixed media Why some office buildings are not great candidates for conversion to apartments. nytimes.com) Offices were built to facilitate communication. wsj.com) SVB's customers were not typical of other banks.

Financial Advising 246

Financial Advising Banking Startup Communication 246

Nerd's Eye View

NOVEMBER 7, 2022

Hearsay Systems rolls out a new small-to-mid-sized RIA platform for social media compliance and website design. Riskalyze signals an intent to rebrand itself away from ‘just’ risk tolerance assessments to a broader focus on helping advisors grow clients and assets.

Risk Tolerance 241

Risk Tolerance Startup Compliance Clients 241

The Big Picture

DECEMBER 2, 2024

My back-to-work morning train WFH reads: • The Asset of the Millennium Isn’t What You Think: Here’s a real Y2K surprise — 25 years later, its Gold. Bloomberg ) • Inside the Booming ‘AI Pimping’ Industry : AI-generated influencers based on stolen images of real-life adult content creators are flooding social media. Turing Test?

Communication 130

Communication Media Government Accounting 130

Indigo Marketing Agency

DECEMBER 11, 2024

The secret lies in mastering the prospect journey, blending automation with personal touch, and strategically diversifying your communication channels. Assets like webinars, case studies, whitepapers, and a high-speed, mobile-friendly website are crucial elements in driving prospects to the next stage.

Financial Advisor 52

Financial Advisor Communication Media Clients 52

The Big Picture

JULY 21, 2023

Slate ) • Extreme Heat Is Deadlier Than Hurricanes, Floods and Tornadoes Combined : When dangerous heat waves hit cities, better risk communication could save lives. Slate ) • Extreme Heat Is Deadlier Than Hurricanes, Floods and Tornadoes Combined : When dangerous heat waves hit cities, better risk communication could save lives.

Engineering 239

Engineering Valuation Communication Media 239

Steve Sanduski

APRIL 8, 2025

It’s social media, it’s webinars, it’s ever-presence out there. We’ve got nonstop communication internally on how this works and who it impacts. And that’s how we can communicate it and we can communicate it to the HR people: ‘Hey, this is how we understand it.’

Engineering 52

Engineering Communication Financial Planning Clients 52

The Big Picture

AUGUST 8, 2023

When “ Uncertainty ” rises, it is not because of the challenging macro conditions, but rather because the little narrator in our heads is robbed of his ability to convince us that whatever fairy tale has been operative during the prior months is still working.

Distribution 246

Distribution Economics Communication Media 246

Midstream Marketing

NOVEMBER 26, 2024

Introduction In the busy world of financial services, asset managers and Registered Investment Advisors (RIAs) require solid marketing strategies to succeed. This means using AI to make personalized experiences and having strong social media campaigns. It could be blogs, articles, white papers, webinars, or even fun social media posts.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

Indigo Marketing Agency

OCTOBER 28, 2024

We’ll keep it warm, professional, and concise, ensuring you communicate gratitude while staying on brand. Email Campaign & Social Media Integration Once your video is ready, we help you distribute it through a well-coordinated email campaign and across your social media platforms.

Clients 52

Clients Wealth Advisor Financial Advisor Wealth Management 52

Midstream Marketing

OCTOBER 30, 2024

Use social media and online platforms to promote your referral program. As time goes on, these clients often allow their advisor to manage even more of their assets. Online Presence: Make sure your website and social media pages show clear details about your referral program. Referrals rely on trust and connections.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

FEBRUARY 19, 2025

Therefore, your content marketing plan , which includes articles, emails, social media posts, and more, should be laser-focused on aligning with the thoughts, concerns, and goals already on your audiences minds. Automated LinkedIn campaigns and strategic social media sharing can amplify referral reach.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Million Dollar Round Table (MDRT)

OCTOBER 1, 2023

By Mike Beirne, MDRT Round the Table editor As there are many types of clients in a range of demographics, there also are a variety of ways to communicate with them. Allocating retirement planning I introduce asset allocation with clients by dividing retirement life into two parts: basic life and high-quality life.

Clients 102

Clients Asset Allocation Retirement Planning Transportation 102

Discipline Funds

AUGUST 2, 2024

Now they’re going to get killed in the media as they cut just a few weeks before the election. If I were Fed Chief and I’d made the mistake of not cutting this week I would come out next week and clearly communicate a September cut with the possibility of a 50 bps cut. What Does it Mean for Your Portfolio?

Financial Planning 115

Financial Planning Assets Asset Allocation Economy 115

Discipline Funds

JANUARY 31, 2024

Speaking of employment – I actually liked the way Powell communicated his focus on the labor market and the potential that labor market weakness could force them to cut sooner than they’d like. As for asset classes – there’s good news and bad news here.

Media 52

Media Communication Assets Marketing 52

Million Dollar Round Table (MDRT)

JULY 16, 2024

Try these ideas from MDRT members to communicate with clients and build critical professional relationships. Your greatest asset to your family is your ability to generate income. By Michael DePilla, MDRT in-language content strategist Connecting with clients and prospects is crucial for finding and keeping clients.

Clients 105

Clients Communication Investment Planning Planning 105

FMG

FEBRUARY 7, 2024

As a software solution, Asset-Map helps advisors organize client info and deliver financial plans through a visual medium, allowing them to save time and offer greater clarity to their clients. Many advisors that leverage Asset-Map’s software also feature the tool on their website as part of their prospecting efforts.

Assets 52

Assets Wealth Management Clients Planning 52

The Big Picture

MARCH 25, 2025

O’Shaughnessy Asset Management, became a leader in direct indexing, eventually was bought by Franklin Templeton, leading him to launch O’Shaughnessy Ventures, O’Shaughnessy Fellowships, infinite Loops podcast, just so many different things. 00:41:56 [Speaker Changed] Why a book, why not some other media?

Management 147

Management Numbers Investments Investing 147

Sara Grillo

MARCH 11, 2024

He’s taking the world by storm as an hourly financial planner, not managing any assets just giving out powerful financial planning guidance that clients love. He tracks how all his time is spent on each relationship and he communicates clearly so that clients know what is going on at every point. Good for you, bro.

Financial Planner 105

Financial Planner Fiduciary Duty Financial Advisor Clients 105

Good Financial Cents

APRIL 27, 2023

Sales Sales is all about communication and convincing someone to do something. Digital Marketing Digital marketing is the practice of promoting products or services through digital channels, such as search engines, social media, email, and other online platforms.

Engineering 94

Engineering Media Healthcare Education 94

Indigo Marketing Agency

FEBRUARY 23, 2023

Small businesses, particularly service-based companies (like financial advising), can greatly benefit from a revamped image that clearly communicates your vision, values, and services. What separates you from your competition, and how are you communicating that to your clients and prospects? Should You Rebrand?

Financial Advisor 97

Financial Advisor Marketing Marketing Financial Advising 97

eMoney Advisor

DECEMBER 14, 2022

If you’re a financial advisor struggling to figure out how to grow your audience on LinkedIn, or you’d like to improve the content you’re putting out on social media forums, this article has solid suggestions. Guide your clients in making smart decisions on digital assets with advice from Tyrone Ross Jr., ” 9.

Financial Planner 78

Financial Planner Financial Planning Retirement Clients 78

FMG

OCTOBER 6, 2022

SmartOffice — SmartOffice , the customer relationship managemen t s olution from Ebix, is a financial planning CRM that helps financial advisors tackle critical tasks like analysis, communication, and client services. . CRM systems make it easier to juggle tasks, opportunities, and communications. What are some advantages of a CRM?

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Clever Girl Finance

DECEMBER 5, 2022

But seriously, a virtual assistant provides a wide range of services to business owners, from administrative tasks to social media marketing. Social media management. Handle your client's social media calendar, posts, and other details. You should have a good understanding of various social media platforms in order to do this.

Media 98

Media Clients Management Accounting 98

Indigo Marketing Agency

AUGUST 13, 2024

Consider a financial advisor with 100 existing clients averaging $1M in assets each. 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

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 162

Assets Investing Investments Valuation 162

Good Financial Cents

DECEMBER 10, 2022

Skills Needed: Technical website knowledge, subject expertise, writing ability, social media skills. Skills Needed: Excellent voice and communication skills, an eye for relevant content, basic knowledge of video equipment. Our 25 Best Ways to Make Money Online in 2023. Launch Your Own Blog. Difficulty Level: High. Get a Free Quote.

Risk Tolerance 112

Risk Tolerance Media Investments Investing 112

Trade Brains

OCTOBER 12, 2023

The company entered into development and engineering service providers in automotive, media, broadcast, communications, and healthcare. Their solutions include Distribution, delivery, and Ad monetization for Media and OTT service providers. Tata Elxsi - D/E 0 0 0 0 0 0 KPIT Technologies - Interest Coverage 10.69

Planning 105

Planning Engineering Healthcare Manufacturing 105

eMoney Advisor

APRIL 4, 2023

As a financial professional, you are likely aware of what the media is calling the Great Wealth Transfer—where $84 trillion is set to be passed to younger generations over the next two decades. Financial professionals can help by opening the lines of communication with clients and their families.

Education 97

Education Financial Advisor Clients Planning 97

Sara Grillo

JUNE 7, 2024

Or if you want more… I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. Wear a suit and present yourself conservatively. Respond to the expectation for specialized, high touch services.

Financial Advisor 52

Financial Advisor Clients Executive Compensation Compliance 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. Key Insight When it comes to content creation, there are multiple assets that can help your website shine. Read more here.

Financial Advisor 52

Financial Advisor Media Advertising Planning 52

Midstream Marketing

NOVEMBER 26, 2024

Crafting impactful content and using the right communication tools is essential for their growth. Why SEO Strategies Matter in Marketing to RIAs In the busy financial services world, investment advisors and asset managers must attract and keep clients. This tool makes it easier to communicate.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. The disconnect could be that millennials communicate and conduct business differently than the generation before them, so advisors are unwilling or unable to adapt. Only about a third of financial advisors actively target millennials.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Indigo Marketing Agency

AUGUST 22, 2024

How a Marketing Agency Can Help: A marketing agency can facilitate soliciting feedback through email communication and social posts. Communicate Regularly and Effectively One of the most impactful client retention strategies for financial advisors is regular and effective communication.

Financial Advisor 52

Financial Advisor Clients Communication Education 52

Indigo Marketing Agency

OCTOBER 3, 2023

The fact is, whether you’re looking to expand your financial services business or preserve assets for years to come, you need to be able to effectively relate and communicate with the younger generation. In order to win with the next generation, you need to cultivate trust through ongoing communication and support.

Wealth Management 52

Wealth Management Financial Advisor Clients Management 52