Nerd's Eye View

MAY 27, 2024

Next comes the challenge of establishing patterns and processes to onboard and retain clients, getting referrals, hiring and training staff, and doing the ( very rewarding ) work to turn a fledgling firm into a sustainable practice.

Marketing 245

Marketing Marketing Clients Media 245

Nerd's Eye View

JULY 8, 2024

Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.

Ethics 239

Ethics Education Financial Advice Taxes 239

Advisor Perspectives

SEPTEMBER 20, 2023

To widen your audience, deepen client bonds, and carve out a strong market presence, a webinar strategy is your ticket to success.

Clients 69

Clients Marketing Marketing 69

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. As a starting point, a well-built Process page performs 4 critical functions.

Financial Advisor 246

Financial Advisor Clients Communication Consulting 246

Nerd's Eye View

SEPTEMBER 29, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that RIA custodial platform Altruist announced that it is offering its portfolio accounting software for free to advisors who custody with the firm, offering the opportunity to advisory firms to reduce the costs of their tech stacks (..)

Financial Planner 246

Financial Planner Healthcare Investment Planning Clients 246

Nerd's Eye View

MAY 29, 2023

One of the key decisions is determining the type of clients they want to serve. Some advisors may choose to take a generalist approach that leaves the door open to working with the broadest possible pool of prospective clients. When a financial advisor starts their own firm, they face many important choices.

Risk Tolerance 246

Risk Tolerance Financial Advisor Clients Planning 246

Nerd's Eye View

OCTOBER 1, 2024

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.

Assets 233

Assets Financial Advisor Insurance Clients 233

eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. After that first year, we went a little more niche and focused on different types of clients.

Education 103

Education Financial Planning Clients Planning 103

Nerd's Eye View

APRIL 15, 2024

Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!). Read More.

Marketing 240

Marketing Marketing Engineering Media 240

NAIFA Advisor Today

SEPTEMBER 30, 2022

The webinar provided a big picture overview six weeks out from the November midterms and insights into factors that could turn specific races for House and Senate seats as well as state governorships and determine who will make decisions that will impact NAIFA members’ businesses and clients.

Clients 97

Clients 97

AdvicePay

MAY 22, 2024

In our recent webinar, “ Fee-for-Service Financial Planning: Unveiling Trends and Insights for 2024 ,” we dove deep into the future of financial planning, sharing key findings from the report. We are excited to share some of the top questions from the webinar.

Financial Planning 80

Financial Planning Compliance Planning Management 80

Indigo Marketing Agency

MAY 31, 2023

As a financial advisor, finding ideal clients can be a challenging task. However, with the increasing popularity of webinars and courses, it has become easier to connect with potential clients and build credibility. Authenticity Authenticity is key when it comes to webinars and courses.

Clients 52

Clients Financial Advisor Marketing Marketing 52

Indigo Marketing Agency

MAY 10, 2023

Are you curious about webinars? At the recent Jolt Conference , one of my favorite sessions was about finding more ideal clients through webinars and courses. This could be giving them a white paper or inviting them to your webinar. For instance, around the 40-minute mark, people start to trail off on a webinar.

Clients 52

Clients Taxes Numbers Marketing 52

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 246

Education CFP Certification License 246

Nerd's Eye View

JULY 4, 2023

Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. My guest on today's podcast is Melissa Joy.

Financial Advisor 246

Financial Advisor CFP Clients Assets 246

Wealth Management

MARCH 14, 2024

Thursday, March 14, 2024 | 2:00 PM ET

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Clients 105

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment. A gap our Kitces Courses aim to fill!

Education 244

Education Financial Planning Estate Planning CFP 244

Indigo Marketing Agency

MARCH 11, 2024

Indigo Marketing Agency, a leader in financial advisor marketing, has announced the launch of its educational webinar event specifically for independent financial advisors seeking to scale their businesses efficiently. The webinar also goes on to detail the strategies needed to not just attract leads, but also effectively close them.

Financial Advisor 52

Financial Advisor Clients Engineering Marketing 52

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 246

Financial Advisor Financial Planning Planning Financial Planner 246

Nerd's Eye View

JULY 19, 2023

There are other considerations for IARs to be aware of, particularly for those becoming registered as IARs for the first time, changing firms and/or state registrations, or temporarily withdrawing their registration (such as to leave work to raise a family).

Education 49

Education Investing Investments CFP 49

NAIFA Advisor Today

APRIL 12, 2024

Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals. This webinar, cosponsored by NAEPC, is free for both NAIFA members and non-members and offers CE credits for attendees.

Estate Planning 52

Estate Planning Planning Financial Planning Assets 52

Nerd's Eye View

JULY 17, 2023

The results will be available to Members (and those who participated in the survey itself) next week, with the study available for free to the full advicer community at the end of the summer.

Ethics 245

Ethics Financial Advice CFP Financial Advisor 245

eMoney Advisor

DECEMBER 6, 2022

If the next natural disaster comes for your clients, will they be ready? 3 If that many houses are without proper coverage, it’s likely many of clients’ other valuables are as well. Helping your clients prepare for disasters goes beyond preserving wealth, however—it’s really about their health.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

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

NAIFA Advisor Today

APRIL 19, 2024

Ensuring income protection is critical for your clients, particularly during their income-earning years. We invite you to join our upcoming webinar on Wednesday, May 8, 2024, from 12:00 pm to 1:00 pm Eastern.

Financial Planning 52

Financial Planning Planning Insurance Clients 52

A Wealth of Common Sense

OCTOBER 11, 2023

Today’s Animal Spirits is brought to you by YCharts: See here to register for YCharts webinar discussing this quarter’s top 10 visuals for clients and prospects. See here for more information on our live event, live from the Nascar Hall of Fame! On today’s show, we discuss: Are bond yields too high, or too low?

Marketing 122

Marketing Marketing Economy Clients 122

Indigo Marketing Agency

JUNE 16, 2021

Did you know the topic you choose for your webinar is the most important factor determining its success? Do you need webinar topic ideas? You’ve decided that a webinar is just what you need to warm up prospects and convert them into clients. But now the big question is: Which webinar topic do you choose?

Financial Advisor 52

Financial Advisor Communication Compliance Retirement 52

Sara Grillo

FEBRUARY 9, 2024

In this blog I’ll tell you financial advisors how to rock a webinar and get new clients without boring everybody to death! Financial advisor webinars suck Financial advisor webinars typically suck. Here’s how to rock your webinar and engage your audience. Hook them in for the rest of the webinar!

Financial Advisor 52

Financial Advisor Consulting Clients Media 52

FMG

JANUARY 2, 2023

Webinars provide a great opportunity for advisors to create high-quality content while promoting their brands and services. And because webinars require no additional overhead costs, once produced and hosted, this particular strategy is incredibly cost-effective. A webinar should not be thought of as a sales process.

Communication 52

Communication Media Budgeting Financial Services 52

Covisum

MARCH 12, 2024

Beginning March 14th and running monthly through September, Founder and President of Covisum Joe Elsasser, CFP ® will be presenting a 7-part webinar series, Retirement Delivered , showcasing the framework that top advisors are using to deliver dramatic value to clients, grow their practices and feel good about the impact they make in their client’s (..)

Retirement 52

Retirement CFP Clients 52

Covisum

MARCH 20, 2024

Covisum® Founder and President, Joe Elsasser, CFP®, recently launched the first of a 7-part webinar series scheduled monthly through September. The series focuses on highlighting the framework used by top advisors to grow their practices by delivering dramatic value to their clients.

CFP 52

CFP Retirement Clients 52

Advisor Websites

MARCH 11, 2022

As we continue to share digital marketing tips and strategies for Financial Advisors who want to grow their business and convert new clients, hosting a webinar is one of the key strategies that regularly makes it onto our recommendation list.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Walkner Condon Financial Advisors

JULY 26, 2022

And while this is geared toward our clients, we cover lots of ground that every investor should know right now from stock performance year-to-date to treasuries and mortgages to the inverted yield curve. The post Webinar: State of the Market Halfway Through 2022 appeared first on Walkner Condon Financial Advisors. PRESENTATION SLIDES.

Marketing 52

Marketing Marketing Financial Advisor Clients 52

Investing Caffeine

JUNE 11, 2024

In addition to explaining the current upside and downside risks in the macroeconomic environment, Mr. Slome will also address specific investment themes and opportunities that are being exploited for the benefit of Sidoxia’s clients and hedge fund. We utilize Zoom webinars.

CFP 52

CFP Economics Clients Investments 52

Indigo Marketing Agency

JANUARY 3, 2022

I’m excited to introduce you to our biggest , most requested webinar of the year: How to Create Your 2022 Marketing Plan (& Grow Your AUM by 25%) ! Register Here After working with thousands of independent financial advisors , we’ve really cracked the code on what works to help advisors get new clients. Register Here.

Planning 52

Planning Marketing Marketing Financial Advisor 52

Advisor Perspectives

NOVEMBER 21, 2023

My previous webinars were sponsored by my clients. Everything was handled for me. With this one, I was entirely on my own.

Clients 49

Clients 49

eMoney Advisor

JUNE 6, 2023

Building trust is essential to the foundation of a successful client relationship. In our recent webinar, “Key Insights into Becoming a Trusted Advisor” we discussed how to break down client barriers and expand your value as a financial planner. their experiences, biases, etc.) ” Lusardi, 2019.

Financial Planner 52

Financial Planner Financial Planning Financial Advice Clients 52