Nerd's Eye View

MARCH 14, 2025

Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.

Financial Planner 163

Financial Planner Compliance Commission Retirement 163

Million Dollar Round Table (MDRT)

DECEMBER 12, 2023

The nine-year MDRT member from Ingersoll, Ontario, Canada, prompted the AI chatbot to write a table of contents for a marketing white paper to share with clients.

Financial Planner 104

Financial Planner Retirement Clients Marketing 104

Indigo Marketing Agency

JANUARY 28, 2025

Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

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. It will help you connect with potential clients looking for financial help. It means finding people who need help with their money and turning them into clients.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Nationwide Financial

FEBRUARY 14, 2023

FARE was formed with the mission to increase racial diversity, drive greater equity and foster inclusion within the financial services industry and the communities we serve. The issue of trust must be addressed by both Black and non-Black financial professionals, and both should work to build better bridges to minority clients.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. It’s estimated that over 80% of widows change their financial advisors after the death of their spouse.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Nerd's Eye View

NOVEMBER 1, 2024

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Financial Planner 188

Financial Planner CFP Certification Retirement Planning 188