Nerd's Eye View

FEBRUARY 3, 2025

Wealthtender, a lead generation and advisor review gathering platform, has launched a new Testimonial Marketing Studio to help advisors better promote their client testimonials in social media and email campaigns, reflecting the reality that advisors have generally been slow to adopt testimonial marketing since the release of the SEC's Marketing Rule (..)

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

Nerd's Eye View

JANUARY 23, 2023

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).

Marketing 246

Marketing Marketing Financial Planner Education 246

Nerd's Eye View

APRIL 15, 2024

In this article, Managing Editor Sydney Squires explains how 1 piece of video content can be reused to cover 6 different marketing techniques: the video itself, podcasting, social media, blogging, newsletter drip marketing campaigns, and Search Engine Optimization (SEO) boosts.

Marketing 240

Marketing Marketing Engineering Media 240

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Wealth Management 246

Nerd's Eye View

AUGUST 7, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Wealth Management GPT has launched as one of the first standalone AI writing tools for financial advisors, distinguishing itself from other tools that are integrated within already-existing AdvisorTech tools (which raises questions (..)

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

Nerd's Eye View

MAY 27, 2024

To alleviate this time capacity shortage, advisors have 3 options to reduce time-based expenses and increase money-based expenses, allowing them to regain their (more valuable) time that they can invest into the continued growth of their business.

Marketing 245

Marketing Marketing Clients Media 245

Nerd's Eye View

SEPTEMBER 21, 2023

creating social media content or using SEO tactics), because satisfied clients can be a powerful source of referrals, especially when their advisor has expertise in solving a very specific set of financial problems.

Advertising 246

Advertising Clients Communication Financial Advisor 246

Nerd's Eye View

MARCH 27, 2023

in meetings with both prospects and centers of influence, such as accountants and lawyers, who might provide referrals), and promoting the marks in their social media posts and other marketing strategies (e.g., Some strategies to do so can include simply talking about their own experiences as CFP professionals more intentionally (e.g.,

CFP 246

CFP Clients Certification Financial Advice 246

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

Clients 246

Clients Media Accounting Management 246

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

Clients 246

Clients Media Accounting Management 246

Nerd's Eye View

DECEMBER 5, 2023

billion of AUM (and is now increasing the firm's marketing budget and hiring a dedicated marketing professional to help further expand his firm's reach).

Compensation Planning 245

Compensation Planning Planning Financial Advisor Clients 245

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

Nerd's Eye View

OCTOBER 9, 2023

According to the most recent Kitces Research on Advisor Marketing, one of the most efficient marketing strategies is Search Engine Optimization (SEO), which involves taking a series of actions meant to get an advisor's website listed at the top of the rankings of a search engine like Google for specific search terms.

Engineering 245

Engineering Financial Advisor Management Clients 245

Nerd's Eye View

APRIL 26, 2023

Putting all of this information together, it's possible to create a compliance calendar for solo advisors that accounts for each task required, its frequency, and the due date for each.

Compliance 246

Compliance Clients Advertising Accounting 246

Nerd's Eye View

JUNE 26, 2023

And while it's common for media to focus on the success stories, it can be just as helpful to hear about advisors' experiences when their acquisitions don't go just as planned, so future advisors can learn from the benefit of hindsight!

Compliance 246

Compliance Sales Planning Media 246

Nerd's Eye View

JUNE 7, 2023

Which makes it all the more important for IARs to ensure Form U4 is up to date and that the way they are presenting themselves to current and potential clients in public – including content on their website, advertisements, and social media post – aligns with their (also publicly available) regulatory disclosures! Read More.

Compliance 246

Compliance Advertising Media Investments 246

Nerd's Eye View

NOVEMBER 27, 2023

their websites, newsletters, and social media) to demonstrate their expertise, these channels often don't give advisors enough time or space to convey what makes them ultimately worth hiring.

Distribution 246

Distribution Financial Advice Clients Financial Advisor 246

Nerd's Eye View

AUGUST 23, 2022

We also talk about how Shari was first inspired to create the “Maximize Your Return On Life” framework after attending a workshop for advisory firm owners where the attendees were prompted to find the values that mean the most to improving their own lives as business owners (which also helped her rediscover what she values most), how Shari (..)

Clients 245

Clients Planning Financial Advisor Financial Planning 245

Nerd's Eye View

DECEMBER 19, 2023

In this episode, we talk in-depth about how, after Ted went through the challenge of getting multiple offers to sell his firm and struggled to figure out how to compare them, he found that many other advisors were asking him for advice based on his experience and ultimately decided to build a consulting firm to help fellow advisory firms field and (..)

Financial Advisor 244

Financial Advisor Consulting Marketing Marketing 244

Nerd's Eye View

JULY 4, 2023

We also talk about how Melissa set up her firm as a DBA under the firm of her close advisor friend so that she could have support and the time to focus on business development instead of working on achieving her Series 24 to operate as her own branch before launching, why Melissa is a big proponent of business operating systems and implements a combination (..)

Financial Advisor 246

Financial Advisor CFP Clients Assets 246

Nerd's Eye View

APRIL 26, 2023

Putting all of this information together, it’s possible to create a compliance calendar that accounts for each task required, its frequency, and the due date for each.

Compliance 246

Compliance Clients Accounting Advertising 246

Nerd's Eye View

OCTOBER 4, 2022

In this episode, we talk in-depth about how Ramit helps people design their rich life through the use of spending dials, where, like a radio dial, he encourages people to turn up and spend extravagantly on the things they love (and cut mercilessly on the rest) so that they can enjoy their money throughout their life and not just after retirement, how (..)

Clients 246

Clients Financial Advisor Education Retirement 246

Nerd's Eye View

AUGUST 23, 2022

We also talk about how Shari was first inspired to create the “Maximize Your Return On Life” framework after attending a workshop for advisory firm owners where the attendees were prompted to find the values that mean the most to improving their own lives as business owners (which also helped her rediscover what she values most), how Shari (..)

Clients 217

Clients Planning Financial Advisor Financial Planning 217

Nerd's Eye View

FEBRUARY 26, 2024

The good and bad news of this shift has been the emergence of a near-dizzying array of growth tactics, including blogging, webinars, social media, podcasts, paid search, lead-generation services, and (of course) good old-fashioned cold-calling and networking (to name just a few!).

Marketing 245

Marketing Marketing Sales Clients 245

Clever Girl Finance

AUGUST 2, 2023

For example, if you love freelance marketing , you might have a career as a social media marketer. Create a solid business plan for your side hustle If you’re in the process of starting a side hustle and do not have a business plan, you need to create one now. You can’t have success in life without a plan!

Business Planning 111

Business Planning Planning Food Budgeting 111

Abnormal Returns

MAY 27, 2023

wsj.com) Transport RIP, Virgin Orbit and its horrible business plan. newsletter.abnormalreturns.com) Mixed media Lawrence Yeo, "So if art is an avenue to know yourself, what happens when its artifacts become products that are sold to others?" (nytimes.com) France has banned short-haul flights that are served by rail.

Food 130

Food Financial Advising Transportation Medical 130

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. Are you a social media buff? Social media and content marketing.

Media 98

Media Clients Management Taxes 98

MazumaBusinessAccounting

AUGUST 26, 2021

Paid social media posts. According to the hobby loss rule, her blog is now considered a hobby, not a business. The IRS will have to determine if Janet’s blog can still be considered a business, but her careful records will benefit her in making a case. Blogging conference tickets and travel expenses. 3 online courses.

Accounting 98

Accounting Taxes Business Planning Media 98

Nerd's Eye View

MARCH 12, 2024

And be certain to listen to the end, where Eric shares how even though the firm has been incredibly successful in growing through referrals and various find-an-advisor directories, he thinks the next big marketing opportunity is to lean into social media (especially video), the way Eric got comfortable being his authentic self and leaning into the (..)

Clients 130

Clients Financial Advisor Financial Planning Media 130

Nerd's Eye View

JANUARY 23, 2024

In this episode, we talk in-depth about Michelle's journey from vowing to avoid the Financial Advisor industry after a negative internship experience as a woman in a male-dominated wirehouse in the 1990s to eventually coming into the industry with a positive experience at Charles Schwab and ultimately forming her own successful RIA, how a wariness (..)

Financial Advisor 130

Financial Advisor Clients Management Media 130

Nerd's Eye View

JANUARY 10, 2023

We also talk about how, in the early stages of Lisa’s career, she doubted her future in the financial services industry and decided to obtain an MBA as a fallback, but coincidentally during her first semester, the program began offering a Master's in financial planning that provided the same coursework required to take the CFP exam which ultimately (..)

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Clever Girl Finance

JULY 13, 2022

Social media management. This is also a good business idea for women who know how to navigate social media. If you like keeping up with online trends and can grow a following, you can be a social media manager. Build a solid business plan and don't over-leverage yourself. Writing/blogging.

Food 122

Food Advertising Media Planning 122

Indigo Marketing Agency

JULY 1, 2024

When the economy is changing all the time, you need more than just a good business plan to stay ahead of the competition. It needs a personalized, cutting-edge marketing plan, which is where a marketing agency for financial services comes in. This level of customization helps you stand out and convert more leads.

Financial Services 52

Financial Services Marketing Marketing Media 52

Clever Girl Finance

JULY 6, 2023

Learn how to start a photography business and earn some extra money! Social media management Social media management is a good business idea for women who know how to navigate the world of the internet. In fact, many small business owners use the internet to advertise their services and connect with their customers.

Clients 105

Clients Media License Advertising 105

Clever Girl Finance

MARCH 24, 2022

For example, if you love marketing, you might have a career as a social media marketer. Plus, we have some fantastic side hustle business ideas for you too! Create a good business plan for your side hustle If you’re in the process of starting a side hustle and do not have a business plan, you need to create one now.

Business Planning 52

Business Planning Planning Taxes Media 52

Good Financial Cents

APRIL 19, 2023

You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. Become A Social Media Influencer Semi-Passive Side Hustles 15. Chances are you know a local business or two that could use some capital, help, or both.

Accounting 105

Accounting Investing Investments Media 105

Clever Girl Finance

OCTOBER 27, 2022

So a website and active social media is the perfect place to connect with the public and show off that brand we just talked about. Make it a goal to build (or revamp) a website, join a new social media platform, schedule weekly posts, or something related. Revamp your business plan annually.

Business Planning 59

Business Planning Budgeting Planning Media 59