NAIFA Advisor Today

FEBRUARY 28, 2024

NAIFA) is proud to announce the formation of its Industry Leadership Board (ILB) comprised of distinguished leaders within the insurance and financial services sector. This inaugural board brings together a select group of financial professionals dedicated to helping NAIFA members succeed in their businesses and serve their clients.

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Financial Services Insurance Clients 69

Trade Brains

NOVEMBER 16, 2023

Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. In this article, we will look at the Fedbank Financial Services Limited IPO Review 2023 and analyze its strengths and weaknesses. Crores in FY23.

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Financial Services Banking Retail Management 59

Advisor Perspectives

SEPTEMBER 11, 2024

When you pay attention to details in the financial services industry, you elevate your firm’s standing and demonstrate to clients that their relationships are valued.

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Clients Financial Services 72

Nerd's Eye View

APRIL 20, 2023

In any business profession, establishing credibility and trust are important to attracting clients and building a reputation amongst colleagues. Traditionally, business attire for financial advisors meant wearing the typical suit and tie in all instances of client-facing activities. Read More.

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Clients Financial Services Communication Financial Advisor 238

NAIFA Advisor Today

OCTOBER 15, 2024

Steve Bergee LACP' s dedication to the financial services industry and NAIFA highlights the importance of advocacy, relationship-building, and the profound impact insurance professionals have on their clients' lives. The satisfaction of helping clients safeguard their future continues to inspire him daily.

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Clients Financial Services Insurance 52

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).

Clients 217

Clients Financial Advisor Financial Advice Financial Services 217

Trade Brains

AUGUST 17, 2024

This increase in investors has also led to a notable rise in stockbrokers and their active clients. Groww is the biggest stockbroker in India followed by Zerodha as per the total number of registered active clients. Crore Active Clients as of July 2024, trading on the NSE Exchange. Keep Reading to find out.

Clients 98

Clients Financial Services Banking Wealth Management 98

Nerd's Eye View

AUGUST 15, 2023

and how hiring not just an assistant, but someone with a strategy mindset who was determined to grow in and with the company, proved pivotal to the growth of MainStreet Financial and led to a successful, naturally integrated succession plan when Jim's assistant-turned-partner eventually bought him out nearly 8 years later.

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Fee Only Clients Financial Planning Financial Advisor 246

Million Dollar Round Table (MDRT)

SEPTEMBER 19, 2023

By Bryce Sanders Why don’t your friends and clients send referrals? Simply, they may be unaware you are accepting new clients. Why would they think an insurance or financial services professional isn’t always looking for new clients? The answer might be so ridiculous that it is not obvious. Your firm advertises.

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Clients Advertising Financial Services Insurance 93

Trade Brains

AUGUST 17, 2024

List of Biggest Stockbrokers in India 2024: In this article, we are going to look at the 15 Biggest Stockbrokers in India based on their total number of unique active clients. And this leads to a lot of trouble for their current clients. There are over 4900 stockbrokers in India registered with SEBI and different stock exchanges.

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Clients Numbers Startup Accounting 98

Don Connelly & Associates

NOVEMBER 18, 2024

Despite the shortfalls of artificial intelligence (AI) in the financial advisory business in that it cannot replace advisors as relationship builders, there are several ways advisors can embrace AI to achieve higher efficiency and have more time for the human element of the business.

Financial Advisor 52

Financial Advisor Clients Compliance Financial Services 52

Tobias Financial

OCTOBER 17, 2023

We are proud to announce that our Wealth Advisor, Franklin Gay, CFP®, EA and Client Service Manager, Melanie Leal Ramirez, will be presenting at the American Society for Quality (ASQ) Southeast Florida Section on Quality in the Financial Services Sector on October 17 th.

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Financial Services Wealth Advisor CFP Clients 52

SEI

SEPTEMBER 3, 2024

In financial services technology, stability is vital for growth. Read how SEI serves wealth and asset management clients through trust, consistency and innovation.

Clients 52

Clients Financial Services Assets Management 52

Indigo Marketing Agency

APRIL 3, 2024

SEO for financial services won’t exist for another few decades. You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. The post Dominating Digital: Mastering SEO for Financial Services appeared first on Indigo Marketing Agency.

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Financial Services Financial Advisor Advertising Engineering 52

Steve Sanduski

NOVEMBER 8, 2023

Practical applications of next-gen voice tech in financial services , from ordering checks to scheduling client meetings. Resources Related to This Episode Tobias Dengel on LinkedIn The post Tobias Dengel on How Voice Tech Will Revolutionize Work, Life, and Financial Services appeared first on Steve Sanduski.

Financial Services 59

Financial Services Startup Consulting Education 59

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.

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Financial Planner Financial Advice Retirement Financial Advisor 157

Advisor Websites

JANUARY 14, 2022

The process of creating a great financial services website design is more than making it aesthetically pleasing; it requires the use of strategic language (your website copy) as well as content that will attract and engage your ideal client.

Financial Services 52

Financial Services Clients 52

NAIFA Advisor Today

MARCH 11, 2024

Robert Miller , a retired second-generation financial advisor, has grown up around many prominent New York insurance agents and has served over six thousand clients. A loyal NAIFA member since 1983, he is the past President of NAIFA-New York City.

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Financial Services Financial Advising Financial Advisor Insurance 64

NAIFA Advisor Today

SEPTEMBER 30, 2024

Jake Kaufmann’s dedication to his clients, his passion for the financial services industry, and his leadership within NAIFA all highlight his commitment to helping others succeed. Hailing from Billings, MT, Jake has been a loyal NAIFA member since 2017.

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Insurance Clients Financial Services 52

Nerd's Eye View

AUGUST 30, 2022

What's unique about Ed, though, is how as a former financial advisor turned financial therapist, he utilizes couples therapy techniques to help his clients dig deeper into the issues in their lives that may be preventing them from implementing their financial planning recommendations and helps them get unblocked to achieve their financial goals.

Clients 207

Clients Financial Advisor Financial Services Education 207

Nerd's Eye View

JANUARY 31, 2023

What's unique about Ali, though, is how she transitioned from a retail brokerage firm where she served nearly 400 clients (and was still responsible for business development to get more of them), to a multi-family office serving clients through specialized client relationship teams that keep advisor capacity to no more than 10 clients per advisor at (..)

Clients 227

Clients Retail Financial Advisor Recruitment 227

Wealth Management

OCTOBER 8, 2024

The firm has a growth equity investment from The 4100 Group Financial Services, the backer of several wealth and asset management firms.

Financial Services 107

Financial Services Clients Assets Management 107

Wealth Management

APRIL 4, 2023

AI-enabled technologies have not taken over but they are starting to move into client-facing, front-of-the-house roles.

Financial Services 108

Financial Services Marketing Marketing Clients 108

NAIFA Advisor Today

APRIL 20, 2023

is here, but what does that mean for your clients' retirement and estate planning? On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, SECURE 2.0

Estate Planning 92

Estate Planning Retirement Clients Planning 92

Nerd's Eye View

MAY 5, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)

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Financial Planner Financial Services Electronics Compliance 225

Million Dollar Round Table (MDRT)

SEPTEMBER 24, 2023

Levasseur The most important aspect of a successful financial services business is identifying, nurturing and processing prospects into new clients. We have one full-time marketing director who also manages our client relationship programs, and a part-time staff member who enters data and sets follow-ups. By Thomas F.

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Clients Budgeting Financial Services Education 85

Abnormal Returns

FEBRUARY 26, 2024

(riabiz.com) Alts How to talk to your clients about alternative investments. investmentnews.com) Advisers The American College of Financial Services notes the coming shortage of advisers. morningstar.com) Alts managers are gearing up to get in front of retail investors.

Wealth Management 290

Wealth Management Financial Services Retail Insurance 290

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

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Financial Planner Commission Communication Financial Advisor 241

Million Dollar Round Table (MDRT)

NOVEMBER 3, 2022

Swofford, CLU, ChFC When you think of yourself as the general manager of your client’s financial plan, you’ll guide the client to successfully achieve their goals and you’ll reach higher levels in your career. This approach provides better service to the clients, and it’s more efficient for you as their financial advisor.

Clients 83

Clients Financial Advisor Financial Planning Retirement 83

Advisor Perspectives

FEBRUARY 7, 2023

Even if the potential reduction in revenue to the firm is sizable in the near term, it’s more important to ensure that the client reaches their financial life goals. Making more money by directing someone to a product or solution shouldn’t be a goal.

Financial Services 52

Financial Services Clients 52

NAIFA Advisor Today

DECEMBER 20, 2023

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Services 52

Financial Services Financial Planner Retirement Planning Financial Advice 52

NAIFA Advisor Today

AUGUST 28, 2024

Her entry into the financial services sector came through a winding route that began in the world of food service and hospitality. Marie had early exposure to financial services through her father, who transitioned from being a preacher to a career in financial services.

Financial Services 52

Financial Services Financial Advisor Clients Food 52

NAIFA Advisor Today

JULY 15, 2022

The sessions focus on raising awareness for state, interstate, and federal advocacy and stress the importance of financial advisors to get involved, starting with voting, in the political process. Optimized Financial and Insurance Services , as well as Diane Boyle.

Financial Services 52

Financial Services Financial Advisor Insurance Government 52

The Irrelevant Investor

JULY 30, 2019

For example, the Journal uncovered that more than 60 Certified Financial Planners filed for bankruptcy within the past decade. This in and of itself shouldn't necessarily disqualify somebody from giving financial advice, but at the very least, the potential client ought to know about it.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Certification 52

Trade Brains

OCTOBER 13, 2024

The Securities and Exchange Board of India (SEBI) has given the green light to Jio Financial Services and BlackRock’s joint venture. They will offer various investment products to meet different financial needs. Mukesh Ambani’s Jio Financial Services owns 50% of the venture. and Jio Payments Bank.

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Financial Services Planning Insurance Investing 105

Nerd's Eye View

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.

Estate Planning 245

Estate Planning Financial Advisor Financial Services Clients 245

Nerd's Eye View

SEPTEMBER 17, 2024

What's unique about Eric, though, is how he has chosen not to utilize the investment expertise he's built throughout his career to gather individual clients and manage their portfolios as a 'traditional' financial advisor with investment expertise, but instead to really stay focused on being an "investment nerd" by landing his current role as a partner (..)

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Financial Advisor Investments Investing Financial Services 130