Nerd's Eye View

APRIL 30, 2024

Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households.

Financial Advisor 214

Financial Advisor Clients Retirement Planning 214

Nerd's Eye View

SEPTEMBER 10, 2024

John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households.

Financial Advisor 130

Financial Advisor Clients Fee Only Government 130

Advisor Perspectives

JUNE 15, 2023

Seminars and workshops are a costly and exhausting way to acquire high-net-worth clients.

Clients 52

Clients 52

Sara Grillo

NOVEMBER 11, 2024

It’s been difficult to leverage existing clients. I’ve been doing dinners, lunches and seminars for clients and encouraging them to bring people they know along and they can learn for free. If you could be the conduit, be the person the writers come to for these answers, it takes away the cudgel of stiff-faced dinner seminars.

Clients 59

Clients Financial Advisor Marketing Marketing 59

Nerd's Eye View

MAY 5, 2023

Also in industry news this week: Legislation working its way through Congress would allow for electronic delivery of documents to clients of advisors and other financial services firms by default, though it has been met with some opposition While RIAs have outpaced wirehouses in terms of client asset growth and headcount, industry consolidation has (..)

Financial Planner 215

Financial Planner Financial Services Electronics Compliance 215

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.

Clients 86

Clients Budgeting Financial Services Education 86

Advisor Perspectives

FEBRUARY 6, 2024

As advisors are striving for that truly personal touch with their clients (and how much more personal can you get than eye-to-eye), there is increased interest in more in-person prospecting events.

Clients 119

Clients 119

Nationwide Financial

SEPTEMBER 27, 2022

Many Hispanic clients are seeking help around maximizing Social Security benefits. While Hispanic Americans share many of the same financial goals and concerns as all Americans, there are some key distinctions that financial professionals can focus on to help their Hispanic clients build greater financial confidence and security.

Clients 98

Clients Retirement Planning Retirement Planning 98

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. First, let’s talk about some of the benefits of hosting a client event , and then we will cover some creative ways to get your clients and their families involved. Social Events.

Clients 108

Clients Food Education Retirement Planning 108

Million Dollar Round Table (MDRT)

JULY 10, 2022

One of the reasons good clients don’t give referrals is they don’t know what we’re looking for. I started networking myself by telling 10 to 20 of my best clients exactly what kind of prospect I was looking for from their personal networks. Before prospecting, identify what your ideal client looks like in detail.

Tax Planning 76

Tax Planning Clients Communication Education 76

NAIFA Advisor Today

FEBRUARY 7, 2024

With over 30 years of experience in the financial services industry, he has helped thousands of financial professionals grow and achieve success by providing them with contemporary skills well-suited to the demands of today's clients. He is a sought-after presenter, recognized as a top industry speaker.

Financial Services 52

Financial Services Clients 52

Nerd's Eye View

DECEMBER 13, 2022

Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households.

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Nerd's Eye View

SEPTEMBER 6, 2022

Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Million Dollar Round Table (MDRT)

APRIL 30, 2023

By Bryce Sanders Financial advisors need new clients. Many agents and advisors announce they only add new clients through referrals. You cannot call clients and insist they send you referrals. When I was a financial advisor, I sat next to another advisor who called a client and said, “You haven’t sent me any referrals lately.”

Financial Advisor 88

Financial Advisor Clients Retirement Planning Communication 88

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. Starting Out clients are typically focused on beginning to build wealth.

Financial Planning 95

Financial Planning Clients Planning Education 95

Million Dollar Round Table (MDRT)

JUNE 18, 2023

Often, they’ve already spent a lot of money on advertising, local sponsorships, expensive dinner seminars, training from top advisors and so forth — all with poor results. One of Robert’s challenges was that nothing about him made him special to prospects or clients. He wanted to keep growing but nothing seemed to be working.

Financial Planner 82

Financial Planner License Advertising Investment Advisor 82

Midstream Marketing

NOVEMBER 12, 2024

By keeping them in your car, you can seamlessly share your contact information with potential clients or partners that you meet at networking events. Look into digital marketing steps like boosting your website and email marketing to get new clients. This will help you connect better with potential clients.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Million Dollar Round Table (MDRT)

MAY 9, 2023

By Michael DePilla, MDRT in-language content strategist Try out these ideas from MDRT members around the world to keep your pipeline of clients flowing. Prospecting tool I use a service called Copilot AI for automated digital prospecting through LinkedIn. Meredith Gail Langus, FSCP, LUTCF , White Plains, New York, USA, 11-year MDRT member

Clients 88

Clients Sales Marketing Marketing 88

Nerd's Eye View

DECEMBER 20, 2022

We also talk about how, in the very early stages of her career and immediately after finishing an internship for an insurance agency, Emily realized that even though the agency was already creating flyers and literature promoting her as a “financial advisor”, she was too young and inexperienced to truly take on that role, and decided to (..)

Financial Advisor 242

Financial Advisor Financial Planning Planning Financial Planner 242

MazumaBusinessAccounting

APRIL 18, 2023

Common Business Activities That Require Travel Common business activities that you should consider on your trip include: Attending a convention or seminar: Take a look at the calendar and see if there is a convention or seminar that would be beneficial for you to attend in an area where you can also enjoy some needed rest and relaxation.

Taxes 52

Taxes Accounting Transportation Planning 52

Don Connelly & Associates

OCTOBER 2, 2023

A survey by YCharts in December 2019 found that clients didn’t feel engaged and wanted more personalized communications. That’s a direct threat to the strength of the advisor-client relationship. The post How to Bring Back Face-to-Face Meetings with Clients appeared first on Don Connelly & Associates.

Clients 52

Clients Communication Financial Planning Planning 52

MazumaBusinessAccounting

JUNE 29, 2020

There are four things to plan for before you take your trip: Conventions or seminars – Take a look at the calendar and see if there is a convention or seminar. Clients or customers – Try to set up a time to meet with clients or customers. 1 Seminar Day = Business Day. Business Activities.

Planning 75

Planning Accounting Clients 75

Midstream Marketing

AUGUST 13, 2024

It helps them find ideal clients, build trust, and grow their business. You will learn how to create a value proposition, make engaging content, and build a strong online presence to attract potential clients. Introduction In financial services, finding the right clients requires a smart marketing plan.

Financial Market 52

Financial Market Planning Marketing Marketing 52

BlueMind

JANUARY 31, 2022

Once you have stepped into the field as a financial advisor, the biggest challenge you will come to face as a new player is building your client list from scratch. Read on to find out more about LinkedIn and how you can capitalize on it to generate clients for your financial services. Category: Business Growth.

Financial Advisor 52

Financial Advisor Clients Communication Accounting 52

eMoney Advisor

FEBRUARY 23, 2023

Leveraging a referral network is a powerful way for financial professionals to generate leads, gain new clients, and build a positive professional reputation. Along with your current client base, there are numerous professionals who come into contact with people who fit your ideal client profile.

Financial Planner 118

Financial Planner Recruitment Clients Financial Advisor 118

Indigo Marketing Agency

AUGUST 24, 2020

6,000 per event for dinner seminars. You can spend less money and still reach your ideal client. Dinner Seminars. A lot of advisors used to use seminars back in the day to get clients and it worked. It was a very effective way to convert prospects into clients. But now seminars are expensive.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Indigo Marketing Agency

FEBRUARY 27, 2024

While at University of Kentucky, Steve taught several financial literacy seminars. Every year he hosts a Valentine’s Day dinner for his single/widowed female clients. Client Connection Steve is serious about building genuine and trusting advisor-client relationships—the foundation for any successful advisor practice.

Financial Advisor 52

Financial Advisor Clients Tax Planning Wealth Management 52

FMG

JANUARY 24, 2024

Ditch the Dinner Seminars and Create Experiences Instead Traditional financial advisor events for clients, like seminars, dinners, and informative presentations, aren’t enough to attract millennial investors. Client Website Examples IWM Financial IWM’s website is aesthetically pleasing to look at.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

MazumaBusinessAccounting

JUNE 30, 2021

A great example of getting creative in maximizing your tax benefits comes from a client I work with who wrote off her houseboat at Lake Powell. She came up with a promotional idea of taking a handful of her clients down to Lake Powell each year for an exclusive photo shoot. Overall, it’s a win-win! Business Meals.

Taxes 98

Taxes Insurance Education Retirement 98

Indigo Marketing Agency

AUGUST 13, 2024

Consider a financial advisor with 100 existing clients averaging $1M in assets each. Implementing automated tools for scheduling, client communications, and portfolio tracking can significantly reduce manual workload. responding to emails, creating content, or preparing client reports).

Financial Advisor 52

Financial Advisor Strategic Planning Media Communication 52

Indigo Marketing Agency

MARCH 21, 2020

Many advisors today are struggling to connect with new clients in person. Seminars and networking are out, yet investors have an unprecedented urgency to protect their wealth. That makes it the perfect time to invest in helping people find you online through search engine optimization (SEO).

Investing 52

Investing Investments Engineering Clients 52

Indigo Marketing Agency

DECEMBER 18, 2019

Not only are they busy running their business and serving their clients, marketing may not be their expertise or interest. Twenty Over Ten has a free 14-day trial for new clients. . Best For: Advisors who want to clarify their marketing message and attract ideal clients through increased referrals and word of mouth. White Glove.

Financial Advisor 52

Financial Advisor Marketing Marketing Compliance 52

International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. By using your website to highlight your expertise and the tailored advice you offer, you might convince more potential clients to get in touch.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

MazumaBusinessAccounting

JANUARY 27, 2022

A great example of getting creative in maximizing your tax benefits for owning a business comes from a client I work with who wrote off her houseboat at Lake Powell. She came up with a promotional idea of taking a handful of her clients down to Lake Powell each year for an exclusive photo shoot. Overall, it’s a win-win!

Taxes 52

Taxes Insurance Transportation Education 52

FMG

OCTOBER 2, 2023

That’s right – not only are you providing content in the format your clients and prospects want most when you create a YouTube channel – but you are highly increasing the possibility that completely new prospects (who have never heard of your firm before) – will find you online. Each time they ask you a question, write it down!

Financial Planner 52

Financial Planner Financial Advisor Engineering Clients 52

International College of Financial Planning

APRIL 20, 2022

Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients. You’ll need to have a good understanding of the financial markets and be able to provide sound advice to clients.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

eMoney Advisor

FEBRUARY 14, 2023

One day, we were having a client review meeting in the office and it became clear that the wife was experiencing anxiety about money. Now, I’ve read a bunch of books and I’ve been to many seminars, but I’m not a licensed therapist. He became an essential resource, and the rest is history. We view it as maintenance.

Financial Planning 40

Financial Planning Planning Communication Clients 40