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

Abnormal Returns

DECEMBER 4, 2023

thereformedbroker.com) How financial advisers can publish their own book. marknewfield.substack.com) Advisers The plan for Joe Duran's Rise Growth Partners is coming into focus. institutionalinvestor.com) Why RIAs need to be more mindful of off-platform communications. riabiz.com) Demand for financial advice is only increasing.

Wealth Management 258

Wealth Management Financial Advice Financial Advising Communication 258

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

Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

Financial Advisor 246

Financial Advisor Clients Retirement Planning 246

Trade Brains

FEBRUARY 21, 2024

Bharat Electronics: In the budget plan for the year 2023-24, the government increased the money allocated for defense to ₹5.94 The company’s total outstanding order book as of 31st January 2024 stands at a whopping amount of Rs 76,000 crores. lakh crore. The company’s stock gave a stellar return of 578.31% in 5 years.

Electronics 105

Electronics Government Communication Budgeting 105

Steve Sanduski

APRIL 8, 2025

In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. It’s a title that speaks to his firm’s intentional, comprehensive planning process. Keen Wealth’s checklist-driven financial planning process. Do you have an estate plan? Truth is the starting point.

Engineering 52

Engineering Communication Financial Planning Clients 52

Nerd's Eye View

APRIL 26, 2023

Second, firms are generally required to adopt and implement a set of written policies and procedures governing the firm's actions in areas including proxy voting, cybersecurity, personal trading of the firm's employees, material nonpublic information, and the firm's business continuity plan.

Compliance 246

Compliance Clients Advertising Accounting 246

Nerd's Eye View

SEPTEMBER 8, 2022

As while most financial planning advice may ultimately be modeled on similar principles, the process by which a client's situation is analyzed and how the advice is delivered can be vastly different depending on the advisor’s particular areas of expertise, niche, firm size, standards of conduct, and other differentiating factors.

Financial Planner 189

Financial Planner Financial Advice Financial Advisor Financial Planning 189

Clever Girl Finance

JANUARY 4, 2024

We’ve rounded up the best money books for kids to help you guide them into early financial literacy! So keep reading to learn more about the benefits of finance books for kids and our top picks! What is the best book for learning money? Here are some of the benefits of money books for kids! Want to raise money-savvy kids?

Budgeting 97

Budgeting Banking Investing Investments 97

Nerd's Eye View

APRIL 26, 2023

Second, firms are generally required to adopt and implement a set of written policies and procedures governing the firm’s actions in areas including proxy voting, cybersecurity, personal trading of the firm’s employees, material nonpublic information, and the firm’s business continuity plan.

Compliance 246

Compliance Clients Accounting Advertising 246

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. Action Steps: Use simple, direct language that immediately communicates the value of your services. Book a free call today.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Indigo Marketing Agency

MARCH 17, 2025

Power of Video Marketing for RIAs Ivn, like many financial advisors , knew the importance of client communication but had never used video as part of his marketing strategy. Enhancing engagement: Video content is more likely to capture attention and keep viewers engaged compared to text-based communication. And he wasnt disappointed.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Discipline Funds

MARCH 19, 2025

Barry Ritholtz is out with a new book called “How Not to Invest” I loved this one. Barry’s new book ( which you can buy her e) is a masterclass in how to optimize your approach to avoid scammers, bad products and the wrong types of media. But investing is what we all call a loser’s game. I highly recommend it.

Communication 56

Communication Media Investing Investments 56

eMoney Advisor

APRIL 25, 2023

3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners. 5 Values conversations can be especially beneficial for couples, and the planning process. Learn more at kinderinstitute.com/books. #4

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

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"). As the 5th language, Appropriate Physical Touch (e.g.,

Communication 246

Communication Clients Management Business Planning 246

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 Taxes 52

FMG

AUGUST 24, 2022

What separates good financial advisors from great ones is their ability to build and enact marketing plans. A marketing plan is the advertising strategy a business takes to sell its product or service. Whereas one advisor might bring in ten clients, an advisor with a solid marketing plan could bring in twenty within the same timeframe.

Financial Advisor 75

Financial Advisor Planning Marketing Marketing 75

Nerd's Eye View

AUGUST 12, 2024

In his book "The Five Dysfunctions Of A Team", Patrick Lencioni discusses similar issues that commonly occur among teams in the workplace. He posits that teams can suffer from a series of 5 "dysfunctions" which inhibits a team's ability to align on objectives, act on them, and actually track and discuss the results.

Clients 246

Clients Financial Advice Accounting Business Planning 246

Trade Brains

JANUARY 22, 2024

The middleware is a software layer that facilitates communication across various components of the Vehicle. Tata Technologies Vs KPIT Technologies – Future Plans KPIT Technologies The Company aims to achieve international product leadership in EV Architecture, Middleware Consulting, Autonomous Drive, and Cloud Based Connected Services.

Planning 119

Planning Engineering Manufacturing Clients 119

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. Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Melody Townsend.

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

Trade Brains

OCTOBER 12, 2023

The company entered into development and engineering service providers in automotive, media, broadcast, communications, and healthcare. RoE 26.55% 40.97% Price to Book Value 17.83 The post KPIT Technologies Vs Tata Elxsi – Financials, Future Plans & More appeared first on Trade Brains. 7,339 Market Cap (Cr.)

Planning 105

Planning Engineering Healthcare Manufacturing 105

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

Midstream Marketing

DECEMBER 10, 2024

These campaigns help build a strong marketing plan for financial advisors. By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. Do you specialize in retirement planning for small business owners? Engage with your followers.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

NOVEMBER 8, 2024

Developing a Content Marketing Plan Tailored to Financial Services Content marketing is important for getting quality leads. E-books that provide in-depth information on a subject. Articles: Discuss topics such as investing, retirement planning, and related subjects. A solid presence makes your brand feel more relatable.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Million Dollar Round Table (MDRT)

NOVEMBER 27, 2022

Better booking. I use an online booking tool called OnceHub. Now it is simple — I can block out the times when I am unavailable, and people can see a live feed of my calendar and book when it suits them. There are deliberate steps taken to increase productivity and efficiency. It saves time and sends reminders.

Clients 96

Clients Wealth Management Communication Financial Advisor 96

Indigo Marketing Agency

FEBRUARY 8, 2025

We developed a trust-building digital marketing strategy for his financial planning firm that focused on delivering real and relevant content that cut through the noise, established authority, built trust, and moved prospects to booking a call with him. Trust is the foundation of a successful financial planning practice.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: And so, you start to learn things like, well, so how do you say call option, how do you say puts — so as I was like chatting with different people or communicating with different people on — on Bloomberg, let’s say, I would then, you know, put — what are they saying? And so, within the U.S.,

Clients 299

Clients Wealth Management Banking Investing 299

Indigo Marketing Agency

JULY 1, 2024

To stand out in the competitive world of financial planning, you need more than just excellent financial services or agency support. To attract and retain clients, mastering the art of financial planning marketing is crucial. This could be a specific area of expertise, personalized service, or a unique approach to financial planning.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

Nationwide Financial

NOVEMBER 29, 2022

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Key Takeaways.

Financial Advisor 52

Financial Advisor Planning Valuation Communication 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. Hourly planning is arguable the most transparent way to bill for your time, and this is why many advisors avoid it. Yeah, the title basically says it all.

Financial Planner 105

Financial Planner Fiduciary Duty Financial Advisor Clients 105

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.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Random Roger's Retirement Planning

FEBRUARY 8, 2025

I would imagine that once the new communications sector begins to get ten year rolling periods under its belt, it too will outperform in a similar manner with the same tradeoff. With communications, the top three holdings are Meta, Google and Netflix. That of course speaks to the tradeoff.

Assets 52

Assets Engineering Food Communication 52

Clever Girl Finance

JUNE 27, 2023

Be organized and plan ahead 3. Develop your communication skills 10. Be organized and plan ahead Being organized and planning ahead allows you to work more efficiently and effectively. Use productivity tools Use digital tools (like timers) and apps ( like Trello ) to manage tasks and deadlines and also plan efficiently.

Communication 98

Communication Planning Management Media 98

Trade Brains

APRIL 12, 2023

Book Value ₹33.7 Price to Book Value 2.2 and presently trades at a price-to-book value (P/B) ratio of 2.2. Book Value ₹21.1 Price to Book Value 2.96 formerly Himachal Futuristic Communications) was founded in 1987 by Mr Mahendra Nahata. Book Value ₹33.9 Price to Book Value 2.11 15,500 EPS ₹6.9

Banking 97

Banking Retail Communication Assets 97

Clever Girl Finance

DECEMBER 21, 2022

There's so much more to plan for than just the cost of the ceremony and some food at the reception. You definitely want to plan for extra expenses in your wedding budget breakdown. All of these things can add up to more than you originally planned to spend. Don't leave your partner out of the wedding planning conversation.

Budgeting 98

Budgeting Food Planning Communication 98

Trade Brains

JULY 31, 2023

12,27,739 EPS ₹115 Stock P/E 28 RoE 47% RoCE 59% Promoter Holding 72% Book Value ₹247 Debt to Equity 0.09 Price to Book Value 13.40 TCS caters to companies from 5 key industries mainly: banking, financial services & insurance, retail & consumer business, communication, media & technology, and manufacturing.

Manufacturing 97

Manufacturing Consulting Engineering Distribution 97

Indigo Marketing Agency

SEPTEMBER 28, 2024

The problem with this approach is that it often lacks a cohesive strategy and doesn’t communicate the specific value of the advisor posting it. This could involve offering a lead magnet, such as an e-book or a consultation, which captures the prospect’s contact information and triggers a series of targeted follow-up emails.

Financial Advisor 95

Financial Advisor Media Compliance Sales 95