The Irrelevant Investor

SEPTEMBER 6, 2021

We just crossed 10 million downloads, so it's a good time to reflect on what we learned on this journey. Not everybody has the ability to communicate clearly with their words. I'm not on the phone with clients all day. The difficulty of transitioning to verbal communication was something I severely underestimated.

Communication 52

Communication Financial Advisor Clients Investing 52

Indigo Marketing Agency

MAY 30, 2023

Be sure to send photos and thank you messages after client events. Leverage Case Studies Case studies highlight the types of clients you’ve helped, the challenges they faced, and the solutions you created. They help prospects understand the type of client that you serve and how you interact with them. The election?

Marketing 52

Marketing Marketing Clients Communication 52

Indigo Marketing Agency

JANUARY 25, 2022

But as a financial advisor, how should you communicate with your clients about market volatility? And can you use the events to find opportunities to get new clients? But your clients are likely nervous about the recent market volatility and may want to hear from you. Why You Should Communicate During Volatility.

Communication 52

Communication Clients Marketing Marketing 52

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

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

Steve Sanduski

SEPTEMBER 10, 2024

In a Nutshell: Steve and Amy Koenig , a financial advisor coach, are back for a deep dive on an issue every advisor will face at some point which is, how do you transition existing clients to another advisor and do it so the clients stay and there’s no drop in service. Prioritizing and segmenting clients within a transition plan.

Clients 59

Clients Communication Financial Advisor Planning 59

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

Advisor Perspectives

JUNE 7, 2024

There’s a lot to plan when starting your own firm, including how you’ll communicate with and carry over your clients.

Clients 40

Clients Communication Planning 40

The Big Picture

SEPTEMBER 12, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. 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.

Clients 299

Clients Wealth Management Banking Investing 299

Tucker Advisors

AUGUST 16, 2021

Client Appreciation Events: A Guide For Every Financial Advisor. Click the links below to jump to a client appreciation event page section specific to your needs. Why throw a client appreciation event? Client Event: What makes a good one? Client event examples. Client event follow up. Table of Contents .

Clients 52

Clients Financial Advisor Planning License 52

Brown Advisory

NOVEMBER 16, 2021

Family Office Client Stories eberkwits Tue, 11/16/2021 - 12:54 One size definitely doesn't fit all. As such, our practice is to create a unique solution for each family office client. Every family is unique and we approach each relationship as such. Others come seeking just a specific expertise. These are some of their stories.

Clients 52

Clients Taxes Communication Investing 52

Brown Advisory

NOVEMBER 16, 2021

Family Office Client Stories. As such, our practice is to create a unique solution for each family office client. Download our Family Office client stories here. . . Learn more about our work with Family Office clients >. . . Tue, 11/16/2021 - 12:54. One size definitely doesn't fit all.

Clients 52

Clients Taxes Communication Investing 52

Indigo Marketing Agency

MARCH 22, 2020

It’s been an incredibly stressful time for most advisors and their clients. You have been putting out fires, worrying about the markets, and having the same conversations over and over with clients. How can you maintain a trusted relationship with your clients at a distance? Call Clients To Help Them Get To The Meeting.

Clients 52

Clients Compliance Communication Accounting 52

Indigo Marketing Agency

JULY 23, 2024

Client Categorization for Customized Navigation The site breaks down core client types into four categories, allowing visitors to navigate based on their specific needs. The 5-second test refers to the ability of a website to immediately communicate its key messages within the first five seconds of a visitor landing on the page.

Financial Advisor 98

Financial Advisor Certified Financial Planner Retirement Clients 98

eMoney Advisor

JANUARY 26, 2023

Something I’ve learned over many years in this industry is this: Clients will choose you based on the questions you ask, not the answers you give. Well, it means the days of showing clients your sheet of top 10 stocks or telling them what they need before you get to know them are long gone. Client: I heard that!

Clients 73

Clients Financial Planning Retirement Communication 73

Steve Sanduski

AUGUST 27, 2024

Focusing on an ideal client persona and origin stories to enhance your website, branding, and marketing. Using AI, CRM, and other tech to standardize and accelerate workflow so advisors have more time to focus on clients. The second one is that value is defined through your client’s eyes. So this is all about marketing.

Strategic Planning 59

Strategic Planning Clients Communication Assets 59

eMoney Advisor

FEBRUARY 8, 2023

In addition to working with clients, there’s so much that goes on behind the scenes. Not only the administrative work that comes from managing client accounts but also the aspects of keeping the business running and marketing to bring in new clients. Today’s financial professional has a lot on their plate.

Marketing 81

Marketing Marketing Clients Certification 81

Steve Sanduski

MAY 31, 2022

Without proper planning, you risk undervaluing your life’s work and damaging the key client relationships you’ll need to sustain the business when the time comes to retire. How to communicate your succession plan to your most valued clients so that they don’t jump ship.

Planning 52

Planning Consulting Clients Valuation 52

Indigo Marketing Agency

MARCH 28, 2025

In addition to highlighting your professionalism and trustworthiness, successful financial advisor website design must also communicate your special knowledge and value offer. Conversion-focused: The best way to attract your ideal customers is by designing a custom website that concentrates on converting leads into clients.

Financial Advisor 52

Financial Advisor Compliance Consulting Certification 52

Indigo Marketing Agency

JULY 23, 2020

You want to cover the topics and questions your ideal clients are thinking about, but where should you start? If you’re not sure where to start, download this sample marketing calendar for financial advisors. A blog educates current clients. A blog allows you to proactively communicate with clients during hard times.

Financial Advisor 52

Financial Advisor Clients Education Financial Planning 52

Brown Advisory

APRIL 8, 2020

DOWNLOAD The views expressed are those of Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. We have prepared a summary information packet and checklist (available via the link below) that we hope can be of use as you consider your options.

Taxes 52

Taxes Clients Communication Investing 52

Brown Advisory

APRIL 8, 2020

DOWNLOAD. . . . . . To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.

Taxes 52

Taxes Clients Communication Investing 52

Brown Advisory

JUNE 2, 2016

Brown Advisory colleagues recently gathered with clients to explore how disruption in technology and other fields calls for bold, even-handed decision-making and what we call moral courage. Our NOW forums are intended to expose our clients to stimulating speakers on topics that expand our thinking and point the way to new opportunities.

Communication 52

Communication Clients Accounting Transportation 52

Brown Advisory

FEBRUARY 5, 2021

Technology rules the way we communicate, connect, consume and collaborate. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.

Investing 52

Investing Investments Clients Valuation 52

Brown Advisory

FEBRUARY 5, 2021

If you missed the live event please see below for a recording of the discussion ( download transcript ). Technology rules the way we communicate, connect, consume and collaborate. The investment outlook for the next five years. MORE ON THIS TOPIC. Podcast - Citizens of Cyberspace: Who is in charge?

Investing 52

Investing Investments Clients Valuation 52

Indigo Marketing Agency

JULY 1, 2024

To attract and retain clients, mastering the art of financial planning marketing is crucial. Understanding Financial Planning Marketing Financial planning marketing encompasses various strategies to attract clients to financial advisory services. Highlight how your distinct qualities benefit your clients.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

Brown Advisory

SEPTEMBER 25, 2023

Six Considerations When Inheriting Wealth ajackson Mon, 09/25/2023 - 12:15 During our Women’s Listening Tour we heard from clients that they wanted to better understand what questions they should be asking during specific financial milestones, one of which could be inheriting wealth.

Strategic Planning 52

Strategic Planning Clients Taxes Communication 52

Brown Advisory

JUNE 15, 2022

During our Women’s Listening Tour we heard from clients that they wanted to better understand what questions they should be asking during specific financial milestones, one of which could be inheriting wealth. Click Here to Download the Six Considerations. . Six Considerations When Inheriting Wealth. Wed, 06/15/2022 - 12:15.

Strategic Planning 52

Strategic Planning Clients Taxes Communication 52

Steve Sanduski

AUGUST 31, 2022

And once you get over those initial jitters and refine your format, you’ll find your voice, a wealth of content you can repurpose, and a personal way connect to clients and prospects. Clients will feel more connected to you, and a growing percentage of ideal prospects will want to learn more.

Financial Advisor 59

Financial Advisor Media Wealth Advisor CFP 59

Walkner Condon Financial Advisors

MAY 12, 2023

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. We expect very limited disruption for our clients.

Executive Compensation 52

Executive Compensation Clients Communication License 52

Indigo Marketing Agency

JULY 22, 2024

We’ve all done it, and your prospective clients are doing it too. As a financial advisor, your website serves as your first impression to potential clients. Clients are most interested in how you can solve their financial challenges and help them achieve their goals.

Financial Advisor 52

Financial Advisor Engineering Clients Consulting 52

Walkner Condon Financial Advisors

JULY 27, 2023

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. We expect very limited disruption for our clients.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Brown Advisory

NOVEMBER 22, 2021

Download executive summary . Download transcript. . . The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues.

Clients 52

Clients Taxes Investing Investments 52

The Big Picture

DECEMBER 28, 2022

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. The plan was to do an IPO to raise $200 million in new client assets for the funds. . The transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below.

Management 189

Management Investing Investments Clients 189

Brown Advisory

APRIL 19, 2022

The Family Mission Statement and Strategic Plan jharrison Tue, 04/19/2022 - 16:38 Download the Report We believe a family mission statement – and a strategic plan to implement that mission – allows a family to filter out the “background noise” of day-to-day challenges and focus on long-term goals and objectives.

Strategic Planning 52

Strategic Planning Planning Communication Clients 52

The Big Picture

JUNE 11, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I would do legal work for their clients, or give tax advice or do planning or investments. And I think an investor, a a a prospective client can figure that out in pretty short order.

Planning 162

Planning Clients Investing Investments 162

The Big Picture

SEPTEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So I would say the challenge of having those roles is that our institutional clients are much shorter term. And, you know, Morgan Stanley has all types of different clients.

Valuation 162

Valuation Clients Investing Investments 162