Fifteen Creative Client Events for Financial Advisors
Wealth Management
MARCH 28, 2025
Smaller, more intentional gatherings financial advisors hold with clients create opportunities for conversations, introductions and growth.
Clients Events Financial Advisor 
Advisors Tell Clients to ‘Buy the Dip’
Wealth Management
AUGUST 6, 2024
Financial advisors view the market correction as a normal course of events and a good buying opportunity. Market volatility is my best friend,” one advisor said. This is an opportunity to show clients why they pay us a fee, to navigate difficult times with a rock steady approach.”
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#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra
Nerd's Eye View
FEBRUARY 18, 2025
Welcome to the 425th episode of the Financial Advisor Success Podcast ! Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. Welcome everyone!
Weekend Reading For Financial Planners (November 30–December 1)
Nerd's Eye View
NOVEMBER 29, 2024
Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?). Read More.
Helping Clients Grasp Abstract Retirement Income Strategies With Historical Market Visualization
Nerd's Eye View
APRIL 2, 2025
For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. Yet while these tools offer mathematical metrics, they often fall short in helping clients connect the numbers to their real lives.
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Seven Steps to a Successful Client Event
Wealth Management
APRIL 28, 2023
Why financial advisors should host one this year
Clients 279
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How Outsourcing Marketing Can Unlock Growth Potential For Advisory Firms: Key Steps For Choosing The Right Provider
Nerd's Eye View
NOVEMBER 11, 2024
To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development. From there, advisors may need to consider whom to outsource to.
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Weekend Reading For Financial Planners (January 18–19)
Nerd's Eye View
JANUARY 17, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that at a time when brokerage firms' cash sweep programs come under increased scrutiny (and as the Federal Reserve has cut interest rates), Charles Schwab (the largest RIA custodian) continues to slash sweep rates for client (..)
#FASuccess Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth, With Jennifer des Groseilliers
Nerd's Eye View
FEBRUARY 25, 2025
Welcome to the 426th episode of the Financial Advisor Success Podcast ! Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households. Welcome everyone! Read More.
The 9 ‘Best’ Financial Advisor Conferences (For Scaling Up) In 2023
Nerd's Eye View
OCTOBER 17, 2022
As someone who has been speaking at 50-70 conferences a year for 18 years myself, I’ve seen the good and bad of our wide range of industry events, which are spread across membership associations, broker-dealers, insurance companies, RIA custodians, product manufacturers, media companies, private events, and more.
Creating Memorable Holiday Events for Financial Advisors: A Guide to Spreading Joy and Building Connections
FMG
DECEMBER 10, 2024
Are you looking for a unique way to strengthen client connections? The holiday season is the perfect time to host an event and do just that. Hosting a holiday event not only showcases your gratitude but also reinforces your personal connection with your clients.
#FASuccess Ep 430: Navigating The Fast-Growth Hiring Challenges Of Scaling From Scratch To $5M Of Revenue In Just 7 Years, With AJ Ayers
Nerd's Eye View
MARCH 25, 2025
Welcome to the 430th episode of the Financial Advisor Success Podcast ! AJ is the co-founder of Brooklyn Fi, an RIA based in Brooklyn, New York but operating as a fully remote business, that oversees $370 million in assets under management for more than 400 client households. Welcome everyone!
Strategies for Lead Generation for Financial Advisors
Midstream Marketing
NOVEMBER 8, 2024
Key Highlights Find good ways to get new clients as a financial advisor. Explore several ways to get financial advisor leads. Get advice from experts about good tools and methods for lead generation in financial services. It will help you connect with potential clients looking for financial help.
Kitces & Carl Ep 103: Balancing Client Responsiveness With The Proactive Sledgehammer Of Value
Nerd's Eye View
JANUARY 12, 2023
As comprehensive financial planning has become more widely adopted, many financial advisors have felt pressure to find new ways to differentiate themselves by demonstrating their unique value to clients.
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Creating Client Service Calendars That Demonstrate Ongoing Advisor Value
Nerd's Eye View
FEBRUARY 13, 2023
While it can be easy for financial advisors to recognize the wide range of ways they add value for clients throughout the year, clients themselves might not be aware of what their advisors do for them behind the scenes outside of their annual meetings (e.g.,
Clients 246
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Kitces & Carl Ep 123: Does Every Prospective Client Fit A Niche, Or Do Advisor Specializations Leave More Underserved?
Nerd's Eye View
OCTOBER 19, 2023
Niching offers several advantages, allowing advisors to be more specific in their marketing, more targeted in their prospecting calls, and more efficient in their processes (since clients within a similar niche are likely to have similar problems, especially in niches of profession).
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Elevate Your Game: New Financial Advisor Prospecting Methods
Midstream Marketing
NOVEMBER 12, 2024
[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Key Highlights Find new ways to get better at being a financial advisor.
#FASuccess Ep 429: What It Takes To Really Help (HNW) Business Owners Navigate Their Wealth With Purpose, With Ali Nasser
Nerd's Eye View
MARCH 18, 2025
Welcome to the 429th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ali Nasser.
Kitces & Carl Ep 146: Re-Educating Clients (Scalably) After They “Read Something On The Internet”
Nerd's Eye View
SEPTEMBER 5, 2024
A cornerstone service that many financial advisors provide is education. This puts advisors in a challenging situation to re-educate or redirect the client without becoming combative or condescending.
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Plan Your Client Event in 2025: How to Host Successful Events that Generate Quality Leads
FMG
FEBRUARY 13, 2025
Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse.
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5 Proven Marketing Strategies for Financial Advisors to Boost Client Acquisition
Indigo Marketing Agency
FEBRUARY 19, 2025
5 Proven Marketing Strategies for Financial Advisors to Boost Client Acquisition In her classic hit song Nothing Can Come Between Us, Sade was right when she sang, Its about trust. The number-one objective financial advisors must have in their online marketing efforts is to build TRUST with their audience.
Planning For Changes In Client Marginal Tax Rates After TCJA’s Sunset
Nerd's Eye View
JULY 10, 2024
However, most of TCJA's provisions are set to 'sunset' at the end of 2025 – an event that would have at least as much impact as TCJA's initial passage. And although TCJA's ultimate fate may still be undecided, for at least some clients the potential benefit of taking action today (e.g., Read More.
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Plan Your Client Event in 2025: How to Host Successful Events that Generate Quality Leads
FMG
FEBRUARY 13, 2025
Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse.
Clients 52
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Seminar Marketing for Financial Advisors
Indigo Marketing Agency
MARCH 5, 2025
Seminar Marketing for Financial Advisors Guide to Seminar Marketing for Financial Advisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financial advisor businesses spend a great deal of their marketing efforts promoting and hosting seminars.
#FASuccess Ep 405: When Being ‘Youthful’ Turns From A Liability To An Asset In Building Your (Long-Term) Advisory Business, With Gaetano Sacco
Nerd's Eye View
OCTOBER 1, 2024
Welcome to the 405th episode of the Financial Advisor Success Podcast ! Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households. Welcome everyone!
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How to Find a Fee-Only Financial Advisor
Darrow Wealth Management
FEBRUARY 13, 2025
When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.
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Maximizing Growth: Referral Marketing for Financial Advisors
Midstream Marketing
OCTOBER 30, 2024
Key Highlights A referral program helps financial advisors grow their businesses. It’s important to offer great rewards and make it easy for clients to refer their friends. Introduction In the busy area of financial advisory services, getting new clients is important for success.
The New Rules of SEO: How AI Is Changing Visibility for Financial Advisor Websites
FMG
MARCH 6, 2025
Financial Advisor Websites and the Changing SEO Landscape Staying visible online is more challenging than ever, especially for financial advisor websites. AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors.
#FA Success Ep 377: Navigating A Major Health Event While Keeping Your Advisory Firm Going And Growing, With Meredith Moore
Nerd's Eye View
MARCH 19, 2024
Welcome back to the 377th episode of the Financial Advisor Success Podcast ! Meredith is the Founder & CEO of Artisan Financial Strategies, a hybrid advisory firm based in Alpharetta, Georgia, that oversees $77M in assets under management for 120 client households. My guest on today's podcast is Meredith Moore.
How to Get Comments on Your Social Post: Social Media for Financial Advisors
FMG
MARCH 3, 2025
Financial advisors know that social media isnt just for posting updates; its for building connections. Social media for financial advisors doesn’t have to be challenging let’s dive into simple ways to encourage comments on your posts. Comments dont just build numbers they build trust.
Wealth.com Raises $30M To Provide Estate Documents To Advisors’ Clients (And More Of The Latest In Financial #AdvisorTech – October 2024)
Nerd's Eye View
OCTOBER 7, 2024
Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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Guerrilla Marketing for Financial Advisors: Expert Tips
Midstream Marketing
DECEMBER 28, 2024
Key Highlights Are you a financial advisor and a business owner looking to stand out? In this blog, we will look into Guerrilla Marketing, paying special attention to financial advisors. In this blog, we will look into Guerrilla Marketing, paying special attention to financial advisors.
#FASuccess Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors, With Michael Kramer
Nerd's Eye View
OCTOBER 8, 2024
Welcome to the 406th episode of the Financial Advisor Success Podcast ! billion in assets under management for 1,300 client households. Welcome everyone! My guest on today's podcast is Michael Kramer. Read More.
Financial Advisor Marketing to Millennials: Reach Success
Midstream Marketing
OCTOBER 29, 2024
Listen to their concerns and adjust your financial advice to align with their goals. Introduction To attract millennial clients, you need new ideas for financial advice and smart marketing strategies. By understanding their financial concerns, online habits, and how they like to communicate, you can improve your marketing.
Kitces & Carl Ep 106: Sharing ‘Real’ Examples Of Your Work To Show The Value Of Financial Planning
Nerd's Eye View
FEBRUARY 23, 2023
Despite its growing popularity, though, financial planning remains a relatively mysterious concept for many people who don’t understand how financial advisors actually provide value.
How Successful Advisors Plan for 2025: Marketing for Financial Advisors
FMG
JANUARY 23, 2025
In the competitive financial industry, staying ahead means mastering client engagement and refining marketing strategies. Marketing for financial advisors in 2025 will require a sharp focus on effective communication, personalized client experiences, and smart use of technology. Clarify your objectives.
#FA Success Ep 363: Finding The Best Networking Approach For Prospects (And New Career Opportunities), With Christa Madison
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. Read More.
How to a Memorable Client Event (With 10 Examples to Inspire Your Own)
FMG
SEPTEMBER 16, 2022
While presentations and town hall meetings still have their place in today’s event landscape there are better ways to host memorable client events. Even better, with current technology, we’re now able to host virtual events that can be as engaging as in-person ones. . The Benefits of Client Events.
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Understanding The Sources of Financial Anxiety for Clients and Why It Matters for Advisors
Don Connelly & Associates
MARCH 24, 2025
That's to be expected, and we've provided tips on how financial advisors can help "de-stress" their clients. However, when clients suffer from financial anxiety, it creates a new set of challenges for financial advisors. It's easy to understand why a client might be stressed about something.
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Top 10 Tips for Financial Advisor Marketing Campaigns
Midstream Marketing
DECEMBER 10, 2024
Key Highlights We will discuss how to build a strong brand identity and use referrals to attract clients. Find out why personalizing your approach is important for advisors. Learn how to tailor your messages for different clients. They must attract potential clients attention.
Enhance Your Reach: Content Marketing for Financial Advisors
Midstream Marketing
NOVEMBER 6, 2024
Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. Content marketing is a great strategic approach to find potential clients.
How Financial Advisors Can Help Protect Elderly Clients From Fraud
WiserAdvisor
FEBRUARY 21, 2023
If you wish to learn more about financial planning for elders, consider consulting with a professional financial advisor who can guide you on the same. Read below to understand how the elderly are vulnerable to being scammed financially, and how hiring a financial advisor could help protect them from fraud.
Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JULY 17, 2023
In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.
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Optimizing Your Advisory Firm Website’s Process Page For Prospect Conversion
Nerd's Eye View
NOVEMBER 20, 2023
As marketing and prospecting processes become increasingly digital for financial advisors, many prospective clients learn about advisors and what they offer not from an introductory call, webinar, or speaking event but from the advisor's website itself.
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