Nerd's Eye View

DECEMBER 12, 2023

Welcome back to the 363rd episode of the Financial Advisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households. My guest on today's podcast is Christa Madison.

Financial Advisor 246

Financial Advisor Fee Only Insurance Financial Guidance 246

Indigo Marketing Agency

MARCH 5, 2025

Events are one of the most effective ways for financial advisors to: Establish credibility Educate prospects Generate high-quality leads After all, youre inviting people to your event to sell them on your services and what makes you the best option. Lets take a closer look: Google Ads: Target people searching for financial planning advice.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

JULY 1, 2020

Trend #1: Financial Planning Is Going Digital . The first trend is an obvious one: financial planning is going digital. Now that financial planning meetings are digital, it really opens up the geographical area you can serve. People generally have a lack of urgency when it comes to their financial plan.

Financial Planning 52

Financial Planning Clients Planning Financial Services 52

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. Book a call with us today to learn how Harness Tax can be the catalyst for your firm’s growth.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Midstream Marketing

AUGUST 14, 2024

Share helpful information about financial advisor services. They might need financial guidance. Trust and credibility are very important in financial services. Implementing Targeted Google Ads Campaigns Google Ads is a good way for financial advisors to find new clients. Join groups related to your industry.

Financial Advisor 52

Financial Advisor Clients Media Consulting 52

Clever Girl Finance

NOVEMBER 29, 2022

But, since this is Clever Girl Finance, we're all about empowering women by providing accurate financial guidance and helping them to make lots of money. If you're new to investing or want to expand your knowledge and earn a great deal of money, check out Clever Girl Finance's book Learn How Investing Works, Grow Your Money.

Budgeting 98

Budgeting Education Investments Investing 98

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59