101 Ways Advisors Can Add Value And Attract Their Ideal Clients
Nerd's Eye View
NOVEMBER 28, 2022
Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.
Commission Investment Advisor Sales 
Join 36,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Trending Sources
Stocks with PE ratio of more than 1000
Trade Brains
OCTOBER 28, 2024
Allied Blenders and Distillers is the third-largest Indian-made foreign liquor (IMFL) company by annual sales volumes from FY14 to FY22 with an 11.8% It is one of only four spirits companies in India with a pan-India sales and distribution footprint. Investors must therefore exercise due caution while investing or trading in stocks.
Medical 
90
90 
How to Find a Fiduciary Financial Advisor
Darrow Wealth Management
NOVEMBER 4, 2024
Stockbrokers, registered representatives, dual registered advisors, insurance agents, and other types of advisor-sales roles don’t always have to act in your best interest depending on the situation. Today, many investment advisors operate as a subsidiary of another larger, parent firm.
How Financial Advisors Make Money
Carson Wealth
AUGUST 28, 2022
Financial advisors’ business models usually fall into one of the following five categories. Each business model makes money differently, and in turn pays financial advisors differently: . Investment advisor representatives of a larger investment advisory firm . Investment Advisor Representatives .
What does it mean to be a Fee-Only financial advisor?
Walkner Condon Financial Advisors
APRIL 17, 2023
Fee-Only financial advisors and firms receive no sales-related compensation or incentives. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose.
Fee Only 52
52 
Best Penny Stocks With High Net Profit Margin – Hidden Gems?
Trade Brains
AUGUST 11, 2023
It earned a net profit of Rs 35 crore on sales of Rs 44 crore in FY23 making it a penny stock with high net profit margin of 78.6% Avonmore Capital and Management Services earned a net profit of Rs 122 crore on sales of Rs 211 crore. Along these lines, it has commissioned two facilities for the expansion of its operations.
What type of financial advisor is right for you? Questions you should ask.
Walkner Condon Financial Advisors
APRIL 21, 2023
Fee-Only financial advisors and firms receive no sales-related compensation or incentives. Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose.
Free ki advice can be very costly
Truemind Capital
FEBRUARY 8, 2024
. – Hidden costs & agenda : There may be hidden costs in terms of commissions or kickbacks that are not explicitly disclosed while making the sale of any product. Thus, there is a clear conflict of interest as what you hear for “free” is a sales pitch and not genuine advice. Do you still want free advice?
Fee Only 52
52 
Mastering Finances with a Certified Investment/Financial Advisor
International College of Financial Planning
JULY 10, 2023
How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.
Empower (formerly Personal Capital) Review – Managing All Your Investments in One Place
Good Financial Cents
JUNE 11, 2023
You see, financial advisors that focus primarily on wealth management can be costly to keep around. They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. And, that’s it. There are no additional fees.
Management 80
80 
Primer on Stocks
Yardley Wealth Management
AUGUST 17, 2022
When you buy stock, your cost basis is the total purchase price of the stock plus brokerage commissions and fees. If you buy or sell individual stocks there may be commission charges paid to the transacting broker for each transaction. The commissions may be less if you do frequent trading, or if you have a big account.
Commission 52
52 
Cybersecurity stock falls despite receiving landmark contract from MCX
Trade Brains
OCTOBER 30, 2024
Notably, the company’s sales increased from INR 10.05 Also read… Will Petrol prices come down across India after OMCs hike in dealer commission? Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.
Compliance 52
52 
Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!
Sara Grillo
OCTOBER 21, 2022
RIA firm – a Registered Investment Advisor firm registered with either the SEC or state regulators. An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. As a junior financial advisor, you’d be more involved with clients.
Insurance 98
98 
Stock to watch; High dividend yield stock to buy now for an upside of 32%
Trade Brains
OCTOBER 29, 2024
Q2 FY25 Result Walkthrough Coming into the financial analysis of Hindustan Zinc, the company’s consolidated revenue (sales) increased remarkably by 21.5 Also read… Will Petrol prices come down across India after OMCs hike in dealer commission? Please consult your investment advisor before investing.
Commission 52
52 
Solar stock in focus after receiving orders from Suzlon and Tata Chemicals
Trade Brains
NOVEMBER 3, 2024
Also read… Auto stock to buy now for an upside of 27% after it achieves highest SUV car sales Revenue Segment According to the company’s annual report, they considered revenue from a single source. About the company Winsol Engineers Limited is into procurement, integrated engineering, commissioning services, and construction.
Engineering 52
52 
Weekly Market Insights – November 28, 2022
Cornerstone Financial Advisory
NOVEMBER 28, 2022
It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. Dividends .
Marketing 59
59 
How the SEC Has Strayed From Its Mission
Inside Information
SEPTEMBER 28, 2021
Then came Reg BI, in 2019, where the Commission decided that adopting a separate rule restricting these terms was ‘unnecessary.’. 202(a)(11)(c) of the Advisers Act,” the petition says, “the Commission can increase investor protection by (re-)asserting a distinction between product sales and stand-alone investment advice.”.
Should you die and go to hell before selling an annuity?
Sara Grillo
NOVEMBER 14, 2022
Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators? Are commissions bad? Are commissions bad? He does not think it will be in his lifetime. #2
Insurance 59
59 
This broker vs. financial advisor debate got ABSOLUTELY crazy!
Sara Grillo
DECEMBER 12, 2022
Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. The commission is the commission. Who cares?
30 Best Passive Income Streams
Clever Girl Finance
DECEMBER 21, 2022
There are also mutual funds, exchange-traded funds, and index funds that you can continually invest in, in order to get a large profit later. You can begin with any of these using Robo-advisors or an investment advisor. After that, you get to sit back and make sales! Crowdfund real estate. Sell stock photos.
Advertising 111
111 
6 Tips to Avoid Financial Fraud and Guard Your Investments
WiserAdvisor
MAY 31, 2022
According to the Federal Trade Commission (FTC), in 2021, American consumers lost over $5.8 The objective is to thoroughly understand the background of the broker or investment advisor from whom you intend to buy a product or engage in a business. However, the numbers tell a different story. In 2021, over 2.8
Investing 52
52 
Monkeys Go Home
Inside Information
JULY 31, 2022
Yes, there are regulatory requirements to register as an investment advisor. The organization did not help its case as a regulator by carelessly allowing advisors to omit their (often significant) regulatory history that they were supposed to disclose in their web profiles. But not as a financial planner.).
The Top Qualified Lead Resources for Financial Advisors
Midstream Marketing
FEBRUARY 13, 2021
Once it feels like you’ve gotten enough activity to your sales funnel and you’ve found all the potential clients you can, move onto another and start the process again. At its core, Paladin Registry is a solution built to match up clients with pre-screened fiduciaries – in other words, financial advisor firms like yours.
Fiduciary Advocate
Inside Information
OCTOBER 30, 2021
The argument with the regulators is that the more they require all advisors (including, of course, wirehouse brokers who call themselves ‘advisors’) to behave as fiduciaries, the more likely investors will be to receive advice in their interests, quality investment counsel, low portfolio expenses and fewer conflicts getting in the way.
CFP 40
40 
30 Best Passive Income Ideas
Clever Girl Finance
AUGUST 2, 2023
Once it’s set up, you’ll earn ongoing income from any affiliate sales your content generates. Once your app is available for sale, there’s little ongoing work besides making any necessary updates. After that, you get to sit back and make sales! For websites like these, think small and specialized.
Accounting 66
66 
Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)
Sara Grillo
SEPTEMBER 26, 2022
I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?
CFP 59
59 
Myth-Busting with Momentum: How to Pursue the Premium
ClearMoney
NOVEMBER 4, 2021
Conversely, sales can be delayed for securities exhibiting upward momentum. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. This material is not a sales communication.
Demystifying Systematic Fixed Income Investing
ClearMoney
DECEMBER 14, 2021
It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Japan Ltd.,
Investing 52
52 
Market Review 2021: A Recovery Amid Challenges
ClearMoney
JANUARY 4, 2022
It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
Marketing 52
52 
Navigating Geopolitical Events
ClearMoney
FEBRUARY 21, 2022
It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Japan Ltd.,
Commission 52
52 
Tales from the Crypto: How to Think About Bitcoin
ClearMoney
DECEMBER 5, 2021
The UK Financial Conduct Authority cited a number of concerns as it prohibited the sale of “cryptoasset” investment products to retail investors last year. Prohibiting the sale to retail clients of investment products that reference cryptoassets,” Financial Conduct Authority, June 10, 2020.
Commission 52
52 
Why I’ll Always Be Optimistic About the Market
ClearMoney
DECEMBER 13, 2021
It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
Marketing 52
52 
Is Active vs. Passive Actually Passé?
ClearMoney
MARCH 1, 2022
It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
Commission 52
52 
10 Obstacles to Investing—and How to Overcome Them
ClearMoney
SEPTEMBER 24, 2021
It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
Investing 52
52 
Is $22 Trillion a Tipping Point?
ClearMoney
DECEMBER 5, 2021
It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Investments involve risks.
Government 52
52 
Government Debt and Stock Returns
ClearMoney
DECEMBER 5, 2021
It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
Government 52
52 
Why a Stock Peak Isn’t a Cliff
ClearMoney
DECEMBER 16, 2021
It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
Commission 52
52 
31 Passive Income Ideas to Build Real Wealth (Updated for 2023)
Good Financial Cents
APRIL 19, 2023
Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. Roofstock is a marketplace of turnkey single-family homes for sale. Most brokerages no longer charge trading commissions which is a huge saving for us!
Accounting 105
105 
Is It Time to Sell Stocks?
ClearMoney
FEBRUARY 22, 2022
It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
Let's personalize your content