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Weekend Reading For Financial Planners (August 3-4)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),

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Weekend Reading For Financial Planners (Aug. 3-4)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),

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20 topics for your financial blog

Investment Writing

If you feel frustrated by coming up with topics for your financial blog, the journalist’s five Ws and one H can help. For help with this, read “ WHAT PROBLEM does this blog post solve for them? For help with this, read “ WHAT PROBLEM does this blog post solve for them? Who should inherit your wealth?

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Kitces & Carl Ep 94: Is Being A Financial Planner A Service Business Or An Intellectual Property Business?

Nerd's Eye View

However, the advice given to clients is not always the only useful offering provided, as the process through which financial advisors deliver their advice can also be an important part of their value proposition. developing a valuable offering for consumers.

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How I rocked the world as an hourly financial planner – with Kevin Estes

Sara Grillo

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. But first… For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.

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The Super Bowl and Your Investments

The Chicago Financial Planner

That said, they did play in the AFC in their first year of existence but that’s getting too technical for this blog post. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. Take stock of where you are.

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Repurposing Digital Marketing Content: How I Grew My RIA Revenue To $16K/Month In Less Than 14 Months

Nerd's Eye View

One way to provide such a message is to create educational content, in the form of a blog, podcast, or social media posts (or a combination of the three), on topics that are relevant to the financial lives of the types of clients the advisor is trying to reach. reposted or reshared on social media).

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