Million Dollar Round Table (MDRT)

NOVEMBER 10, 2024

By Carmen Wong, MDRT media relations specialist Your clients probably are familiar with badges of quality like the J.D. Power rankings for products and services or the Good Housekeeping Seal of Approval for household goods, but do they know that qualifying for MDRT is another standard for excellence?

Clients 98

Clients Ethics Education Media 98

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 (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Financial Advisor 246

Nerd's Eye View

NOVEMBER 11, 2024

Advisors might consider outsourcing roles such as social media management, search engine optimization, web development, event management, and performance analytics, among other options. Reviewing both current marketing efforts and aspirational goals for client engagement can help advisors determine where outsourcing may add the most value.

Marketing 246

Marketing Marketing Communication Engineering 246

Wealth Management

SEPTEMBER 28, 2022

Let’s take back the narrative by talking about the passionate people who help clients achieve their financial and life goals every day.

Media 289

Media Clients 289

Nerd's Eye View

JANUARY 16, 2024

Thomas is the co-founder of AllStreet Wealth, a financial planning firm for millennial business owners and those with equity comp based in Indianapolis, IN, that has quickly grown to more than $500,000 of run-rate revenue generated from serving 70 ongoing client households.

Media 246

Media Financial Advisor Financial Planning Planning 246

Wealth Management

OCTOBER 14, 2022

Social media video and audio marketing is the way to reach next gen investors

Clients 319

Clients Media Marketing Marketing 319

Million Dollar Round Table (MDRT)

FEBRUARY 2, 2025

By Carla Brown, FPFS, CFP For financial advisors, social media can get you in front of people you might otherwise not meet as well as keep you at the top of mind with your clients. Some types of social media content, however, could work against the image you want to portray to attract and keep clients.

Media 62

Media Financial Advisor CFP Clients 62

Million Dollar Round Table (MDRT)

MAY 7, 2024

Social media and technology are part of the change. These can help you acquire clients if you’re aware of some of the trends in this area and understand what to keep your eye on. Here are a few areas of social media to consider: LinkedIn. Be strategic: Find out where your existing clients are, and then use that network.

Media 103

Media Clients Marketing Marketing 103

Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios.

Portfolio 246

Portfolio Clients Financial Planning Communication 246

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. Social media for financial advisors can be a powerful tool when used effectively.

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

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. refer others to) the advisor.

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. refer others to) the advisor.

Clients 246

Clients Media Accounting Management 246

Wealth Management

OCTOBER 11, 2022

The new platform bundles content generation and analytics, social media management and compliance features, among others.

Compliance 264

Compliance Clients Media Management 264

Wealth Management

MAY 9, 2024

Also, Nepsis named Amanda Butler its first CTO and Hearsay’s annual social media study found original content rules, even as overall audience engagement dropped.

Clients 246

Clients Media 246

Nerd's Eye View

OCTOBER 2, 2024

In this environment, financial advisors have the opportunity to add value for their clients not only by giving a clear explanation about the current status of Social Security and the potential legislative changes that could improve its solvency, but also by modeling what (realistic) changes would mean for their clients' financial plans.

Retirement 246

Retirement Clients Financial Planning Financial Advisor 246

Nerd's Eye View

OCTOBER 6, 2022

When it comes to politically charged discussions, financial advisors generally try to stay neutral and focus on providing clients with objective financial advice. While many advisors want to remain neutral, the recurring conversations about politics can be stressful, especially when the client and advisor have opposing political viewpoints.

Clients 246

Clients Financial Advisor Financial Advice Financial Planning 246

Wealth Management

APRIL 27, 2023

Getting advisors on board with building a social media presence will help leverage authenticity, grow thought leadership, ensure compliance and get to know clients on a new level.

Financial Advisor 328

Financial Advisor Compliance Media Clients 328

Wealth Management

OCTOBER 27, 2023

Advisors at Nitrogen's Fearless Investing Conference describe how they're helping their clients invest fearlessly.

Clients 147

Clients Media Investments Investing 147

Nerd's Eye View

MARCH 17, 2025

In practice, rapid adoption of AI Notetakers has been expedited both by the media's fixation on Artificial Intelligence (which has highlighted a wide range of AI solutions like Fathom, Fireflies, and Otter) and by the rollout of AI Notetakers within existing platforms (from Microsoft's CoPilot to Zoom's AI Companion).

Financial Advisor 144

Financial Advisor Clients Financial Planning Professional Services 144

Nerd's Eye View

MARCH 3, 2025

And while Black Diamond has cut a deal with Morningstar to be the 'default' option for Office advisors to move to, a host of other portfolio management platforms are offering their own incentives as well, leaving Morningstar Office advisors with an opportunity to evaluate a large and crowded landscape of options to find the platform that will work (..)

Estate Planning 167

Estate Planning Portfolio Management Communication Planning 167

Abnormal Returns

DECEMBER 2, 2024

(bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: loving clients' problems. abnormalreturns.com) Mixed media Costco ($COST) is getting out of the books business. abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on Abnormal Returns. Well, you should.

Communication 162

Communication Manufacturing Media Banking 162

Nerd's Eye View

APRIL 26, 2023

accounting reports, client contract templates, and a surety bond) and filing an annual renewal fee near the end of the year. After year-end, firms typically have until March 31 to submit an annual amendment to their Form ADV Part 1 and Part 2A/2B, and until April 30 to offer a copy of their updated Form ADV to their clients.

Compliance 246

Compliance Clients Advertising Accounting 246

Million Dollar Round Table (MDRT)

OCTOBER 24, 2023

By Nguyễn Thị Minh Nguyệt What started out as a marketing disaster for five-year MDRT member Nguyen Thi Thu Dung , of Ho Chi Minh, Vietnam, became an opportunity to educate the public about insurance and find new clients. And no insurance company allows public marketing about clients’ pain. her answer provided her analysis.

Media 105

Media Clients Insurance Marketing 105

The Big Picture

MAY 9, 2024

At least one person1 has noticed the risks to young consumers of social media: Since August 2020, @TikTokInvestors has been curating the most outrageous money-losing and dangerous videos culled from the “financial experts” at TikTok. 2 Sure, you can claim mainstream media is bad, but social media is worse.

Media 336

Media Taxes Math Investments 336

Nerd's Eye View

AUGUST 23, 2022

Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.

Clients 245

Clients Planning Financial Advisor Financial Planning 245

Wealth Management

SEPTEMBER 11, 2024

According to the commission, Donald Anthony Wright made false statements when selling promissory notes to clients to fund the purchase of a Texas-based media marketing company.

Commission 271

Commission Media Clients Marketing 271

Nerd's Eye View

NOVEMBER 27, 2023

One of the main goals of financial advisors who market themselves is to build a foundation of trust with their prospective clients so that they feel comfortable in discussing often-sensitive financial topics and ultimately acting on the advisor's recommendations.

Distribution 246

Distribution Financial Advice Clients Financial Advisor 246

Nerd's Eye View

MARCH 27, 2023

Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021! Some strategies to do so can include simply talking about their own experiences as CFP professionals more intentionally (e.g., SEO tactics, drip marketing campaigns, and online advertisements).

CFP 246

CFP Clients Certification Financial Advice 246

Nerd's Eye View

APRIL 26, 2023

accounting reports, client contract templates, and a surety bond) and filing an annual renewal fee near the end of the year. After year-end, firms typically have until March 31 to submit an annual amendment to their Form ADV Part 1 and Part 2A/2B, and until April 30 to offer a copy of their updated Form ADV to their clients.

Compliance 246

Compliance Clients Accounting Advertising 246

The Big Picture

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. Diving deep down this rabbit hole, I pulled some interesting data from the Nieman Media lab at Harvard (via Bruce Melman ). We are what we eat, media diet included.

Media 351

Media Economy Economics Wealth Management 351

Abnormal Returns

MARCH 14, 2024

axios.com) Clients are asking advisers about crypto. wsj.com) Media Hollywood is rethinking the value of mergers. institutionalinvestor.com) The PGA is upping its media game. newsletter.abnormalreturns.com) Mixed media Chewing gum makers are looking for a new source of demand. ft.com) ARMs are no longer a bargain.

Financial Advising 289

Financial Advising Media Food Economy 289

Wealth Management

AUGUST 5, 2022

This free eBook from TIFIN Clout shows you how to create a digital media strategy that resonates with prospects and clients. It's more important than ever for financial advisors to cut through the noise of a competitive market and connect with targeted audiences.

Financial Advisor 277

Financial Advisor Digital Media Marketing Marketing 277

Nerd's Eye View

AUGUST 23, 2022

Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.

Clients 215

Clients Planning Financial Advisor Financial Planning 215

Abnormal Returns

DECEMBER 3, 2024

abnormalreturns.com) Adviser links: loving clients' problems. abnormalreturns.com) Mixed media Why do people love watching yards get cleaned up on YouTube? (abnormalreturns.com) What you missed in our Monday linkfest. abnormalreturns.com) You can now follow us on Bluesky. bsky.app) Have you signed up for daily e-mail newsletter?

Math 147

Math Valuation Startup Economy 147

Nerd's Eye View

FEBRUARY 22, 2024

At the end of each calendar year, social media platforms compile a wrap-up of each user's metrics, showing a theoretical reach for every account's best-performing piece of created media content and highlighting the "Best Of The Best" on the web, while revealing social media 'superstars' who have millions of impressions and followers.

Media 226

Media Numbers Clients Marketing 226

Nerd's Eye View

JULY 14, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while the new social media app Threads, designed to compete with Twitter, has surpassed 100 million users in its first week alone, its potential utility for advisors remains unclear and has raised compliance concerns for advisors (..)

Financial Planner 246

Financial Planner Compliance Media Retirement 246

Abnormal Returns

FEBRUARY 4, 2025

abnormalreturns.com) Adviser links: meeting clients where they are. abnormalreturns.com) Mixed media The reasons behind the global decline in 'coupling.' (abnormalreturns.com) What you missed in our Monday linkfest. abnormalreturns.com) You can now follow us on Bluesky. bsky.app) Are you signed up for daily e-mail newsletter?

Wealth Management 162

Wealth Management Media Economy Clients 162