Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients 246

Clients Financial Planning Financial Planner Communication 246

Nerd's Eye View

NOVEMBER 14, 2023

Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households.

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

Indigo Marketing Agency

DECEMBER 11, 2024

How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls. If that sounds like a lot, dont worry.

Financial Advisor 52

Financial Advisor Communication Media Clients 52

Nerd's Eye View

APRIL 26, 2023

accounting reports, client contract templates, and a surety bond) and filing an annual renewal fee near the end of the year. After year-end, firms typically have until March 31 to submit an annual amendment to their Form ADV Part 1 and Part 2A/2B, and until April 30 to offer a copy of their updated Form ADV to their clients.

Compliance 246

Compliance Clients Advertising Accounting 246

Nerd's Eye View

JUNE 1, 2023

And since managing the client relationship – a key responsibility for lead advisors – relies so heavily on nuanced ‘soft’ skills that are gained only through direct experience, finding ways to get hands-on experience is crucial for associate advisors to demonstrate their value and gain the skills to advance in their careers.

Communication 246

Communication Financial Advisor Clients Management 246

Nerd's Eye View

APRIL 26, 2023

accounting reports, client contract templates, and a surety bond) and filing an annual renewal fee near the end of the year. After year-end, firms typically have until March 31 to submit an annual amendment to their Form ADV Part 1 and Part 2A/2B, and until April 30 to offer a copy of their updated Form ADV to their clients.

Compliance 246

Compliance Clients Accounting Advertising 246

The Big Picture

MAY 20, 2023

The firm manages about $145 billion in client assets and is the world’s largest publicly traded hedge fund. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. She is also a member of Man Group’s senior executive governance committee.

Compliance 312

Compliance Communication Government Banking 312

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money." investmentnews.com) Don't let a lack of fee transparency prevent you from gaining new clients.

Wealth Management 260

Wealth Management Retirement Communication Investment Planning 260

Indigo Marketing Agency

MARCH 17, 2025

The question that must be asked: How are you supposed to stand out and attract clients to work with you in a sea of sameness? He wanted to stay top-of-mind with clients and prospects, knowing this would help more people come off the fence and become clients. Thats a dizzying amount of competition! And he wasnt disappointed.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Abnormal Returns

DECEMBER 4, 2023

standarddeviationspod.com) Brendan Frazier on getting clients to actually implement your advice. thereformedbroker.com) How financial advisers can publish their own book. institutionalinvestor.com) Why RIAs need to be more mindful of off-platform communications. Podcasts Daniel Crosby talks with Ali McCarthy. popular.info)

Wealth Management 256

Wealth Management Financial Advice Financial Advising Communication 256

Nerd's Eye View

MAY 18, 2023

In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss best practices for gracefully letting an employee go when the advisory firm owner decides they no longer want to grow into a business but would rather revert to being a solo advisor instead.

Communication 244

Communication Management Clients Numbers 244

Nerd's Eye View

APRIL 30, 2024

Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households.

Financial Advisor 246

Financial Advisor Clients Retirement Planning 246

Trade Brains

JULY 27, 2022

Tata Communications Vs Tata Teleservices: The Tata Group is one of the oldest and most prestigious business groups in India. Two companies -Tata Communications and Tata Teleservices in the telecom and media sector have given multibagger returns in the past five years. Tata Communications. Keep reading to find out! Data Business.

Communication 113

Communication Engineering Government Media 113

Don Connelly & Associates

DECEMBER 9, 2024

If youve been in this business for any amount of time, youre probably building a nest of inactive or dormant clients. These clients were once actively engaged with your advice but have since drifted away for various reasons, including changes in life circumstances, a lack of consistent communication, or a bad experience.

Clients 52

Clients Communication Management Marketing 52

Nerd's Eye View

SEPTEMBER 22, 2022

Which means that having a reliable system to record their ideas to serve as an ‘intellectual property flywheel’ can serve as a valuable source for potential content for whatever the advisor’s preferred content strategy is – whether it be to release a weekly blog post, monthly podcast, book, or something else entirely.

Clients 184

Clients Marketing Marketing Communication 184

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

Million Dollar Round Table (MDRT)

NOVEMBER 27, 2022

Try these three ideas when working with clients to take you to the next level in your career. Better booking. I use an online booking tool called OnceHub. I can embed this into my website, and my marketing team can send the link out to our clients, so they can schedule to meet when it is most convenient for them.

Clients 96

Clients Wealth Management Communication Financial Advisor 96

Nerd's Eye View

SEPTEMBER 8, 2022

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client.

Financial Planner 189

Financial Planner Financial Advice Financial Advisor Financial Planning 189

Trade Brains

FEBRUARY 21, 2024

The company’s total outstanding order book as of 31st January 2024 stands at a whopping amount of Rs 76,000 crores. This article takes a closer look at BEL’s journey, exploring the company’s business, the turnover breakup of the company, order book status, the recent big orders the company received, and future outlook.

Electronics 105

Electronics Government Communication Budgeting 105

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. But thats not even the biggest challenge you face with winning more clients.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Nerd's Eye View

FEBRUARY 12, 2024

Accordingly, advisory firms can use a framework to show appreciation based on 5 different 'languages' as discussed in "The 5 Languages of Appreciation In The Workplace" by Gary Chapman and Paul White (based on Gary Chapman's earlier book, "The 5 Love Languages"). satisfaction ratings. As the 5th language, Appropriate Physical Touch (e.g.,

Communication 246

Communication Clients Management Business Planning 246

Steve Sanduski

APRIL 8, 2025

In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. Maintaining a consistent client experience while growing. Transitioning clients between advisors and managing referrals who come to the firm expecting to work with the boss. What’s their life look like?

Engineering 52

Engineering Communication Financial Planning Clients 52

Nerd's Eye View

FEBRUARY 13, 2024

Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend.

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

Indigo Marketing Agency

MARCH 19, 2025

With well-crafted, high-converting ads marketing your financial advisor services, you will attract the right audience and keep your schedule booked with highly qualified leads. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services. Book a free call today.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And it was this combination of being, like I said, kind of geeky, kind of quanti, but then being client-facing. I want to be client-facing.

Clients 299

Clients Wealth Management Banking Investments 299

Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Midstream Marketing

DECEMBER 10, 2024

Key Highlights We will discuss how to build a strong brand identity and use referrals to attract clients. Learn how to tailor your messages for different clients. They must attract potential clients attention. When they achieve this, they can build solid relationships with potential clients and grow their business.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

AUGUST 22, 2024

5 Steps to Client Retention for Financial Advisors As a marketing agency for financial advisors, we post a lot about growing your business and attracting new clients. But all too often we see financial advisors ignore marketing when it comes to how to retain clients once they’ve signed. BOOK A FREE CALL NOW!

Financial Advisor 52

Financial Advisor Clients Communication Education 52

The Irrelevant Investor

AUGUST 19, 2019

Today’s Animal Spirits, Talk Your Book is presented by Titan Invest. How they leverage hedge funds to build client portfolios Titan's investment research and client communication The automated investing landscape The state of active management Meb Faber's Invest With the House Go to Titanvest.com to learn more.

Investing 52

Investing Investments Communication Clients 52

Million Dollar Round Table (MDRT)

APRIL 10, 2025

Become a digital author with Designrr (designrr.io), an e-book creator. William Norman Clunas, CFP, FMA, a 10-year MDRT member, used Designrr to create a 39-page e-book about how to avoid common mistakes Canadians make with their retirement savings plan and tax-free savings account. He teases it on LinkedIn and on his website.

CFP 52

CFP Financial Planning Retirement Accounting 52

Investment Writing

MAY 7, 2024

Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” For a handy overview of my approach to investment commentary, you can buy my mini e-book. What my clients say about me “Fast, effective, insightful. Buy it now!

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

Indigo Marketing Agency

APRIL 26, 2021

Explore the 12 Best Books for Financial Advisors. I’ve read hundreds of books for financial advisors over the years. You don’t have time to waste on “yet another book” that promises results but doesn’t deliver. To help you out, I’ve gathered a list of the top books for financial advisors. This book changes that.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

Indigo Marketing Agency

FEBRUARY 23, 2023

And this is something we strongly recommend for our clients as well. As financial advisors, it’s important to have a brand that resonates with the ideal clients you’re trying to attract—and sometimes that means a refresh is necessary. Read on to learn more about why a rebrand is important and how to know if it makes sense for you.

Financial Advisor 97

Financial Advisor Marketing Marketing Financial Advising 97

Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. That’s why I’m excited to share the top books for financial advisors in 2020. That’s why I’m excited to share the top books for financial advisors in 2020. Top Books for Financial Advisors in 2020. This book changes that. You can check it out here.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

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. Why he chose to become an hourly planner Kevin noticed that there is usually more time spent in the early years in a client relationship. How does he get new clients?

Financial Planner 105

Financial Planner Fiduciary Duty Financial Advisor Clients 105

Indigo Marketing Agency

FEBRUARY 19, 2025

Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business In the mid-2000s, digital marketing was just one of many mediums local businesses were starting to utilize to growalong with newspaper ads, phone book ads, direct mail ads, radio and TV ads, billboards, door-to-door sales, and more.

Financial Services 59

Financial Services Financial Planner Advertising Financial Advisor 59

Midstream Marketing

DECEMBER 6, 2024

Explore how to reach potential clients by using educational content and CRM systems. It helps them connect with clients and grow their business. You will find tips to improve your online presence, attract more clients, and create successful campaigns. Clients now want financial advice online.

Marketing 52

Marketing Marketing Media Engineering 52