NAIFA Advisor Today

APRIL 27, 2023

NAIFA works on behalf of its members to promote a favorable regulatory environment, provide professional education services, and ensure ethical professional conduct for insurance and financial advisors. Andrew Holt is the Government Relations and Grassroots Manager at the National Association of Insurance and Financial Advisors (NAIFA).

Ethics 52

Ethics Advertising Financial Advisor Insurance 52

Indigo Marketing Agency

AUGUST 13, 2024

Implementing automated tools for scheduling, client communications, and portfolio tracking can significantly reduce manual workload. Benefit: Leverages automation to maintain consistent, personalized communication with both prospects and clients, increasing your reach and effectiveness without adding to your workload.

Financial Advisor 52

Financial Advisor Strategic Planning Media Communication 52

Sara Grillo

SEPTEMBER 18, 2022

Example: I’m the #2 financial advisor in the country (according to a list that is defined to be social media influencers). Or how much you virtue signal on social media. It’s about how you communicate. Ethical financial advisors. Transparency is about containment not control. Or whether you are a good person or not.

Financial Advice 59

Financial Advice Financial Advisor Communication Consulting 59

Sara Grillo

JUNE 2, 2022

I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. What about straightforwardness of communication? What about ethics? Should we be awarding advisors for being talking heads/media personalities? What about fiduciary standard?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Trade Brains

APRIL 17, 2023

He has been quoted multiple times stating how his grandmother helped him develop a strong set of values and ethics system which have guided him ever since he was a boy. This came as a surprise not only to the management of the group but also to everyone outside the company including the media. 39.30% Tata Communications Ltd.

Retirement 98

Retirement Engineering Manufacturing Ethics 98

International College of Financial Planning

OCTOBER 26, 2023

Committing to uphold the ethical guidelines and standards that govern their practice. As a Certified Financial Planner® or CFA (Chartered Financial Analyst), you’ll be bound by a revered code of ethics, ensuring you always act in their best interest. Achieving them typically involves: Completing a dedicated education program.

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Certified Financial Planner Financial Planner Certification Clients 52

FMG

APRIL 6, 2023

Rather, it comes from a need to differentiate from the growing competition, communicate personalized management strategies, and develop a narrative that will attract and be shared by high-net-worth families. By working with other media outlets, family offices can help fortify their branding through channels beyond their own.

Marketing 52

Marketing Marketing Clients Media 52

Midstream Marketing

NOVEMBER 6, 2024

It also means knowing your target audience, creating different types of content, and using social media and SEO effectively. It includes sharing helpful things like blog posts, articles, and updates on social media. You can check how your posts perform and handle several social media accounts in one spot.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

FMG

JANUARY 10, 2024

Throughout these communications, demonstrate your expertise and what you have to offer. This can be done on anything from blogs to social media. That’s why you should consider this step necessary, as most advisors should already have a social media page where they engage and interact with clients.

Financial Advisor 52

Financial Advisor Clients Ethics Media 52

Sara Grillo

AUGUST 25, 2023

I usually have people sign consent and release forms so I can communicate direct with their CPA and Attorney. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. I do this for everyone, regardless of account size.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Brown Advisory

OCTOBER 28, 2021

As chief scientist of The Nature Conservancy and the director of the Climate Center at Texas Tech, Dr. Hayhoe has been called “a national treasure” and “one of the nation’s most effective communicators on the threat of climate change.”

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

OCTOBER 28, 2021

As chief scientist of The Nature Conservancy and the director of the Climate Center at Texas Tech, Dr. Hayhoe has been called “a national treasure” and “one of the nation’s most effective communicators on the threat of climate change.” Speakers: Katharine Hayhoe, Chief Scientist, The Nature Conservancy.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

The Better Letter

MAY 30, 2024

For example, one study focusing on Facebook users provides strong evidence that the reason falsehoods, misstatements, and ridiculous conspiracy theories thrive on social media is confirmation bias. For example, businesses should aspire to unified thinking in the areas of product/outcome quality and about ethics.

Education 89

Education Numbers Medicine Ethics 89

International College of Financial Planning

SEPTEMBER 3, 2021

The proof should cover their academic qualification, skills, and experience in handling clients’ funds and the media reviews that may have been published over a period of time. A well-defined value proposition helps you: Communicate more effectively. Likewise, the credentials of the financial planner should be verified.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Brown Advisory

DECEMBER 5, 2023

Directors and corporate leadership are accountable well beyond mere compliance to address issues of transparency, trust, ethics, diversity and inclusion, and stakeholder engagement. ESG has often been described as a "movement" in the media. Governance agendas are broadening to address consumer and investor pressures and expectations.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

The Big Picture

JUNE 6, 2023

SETHI: And all these this media about how the stock market was going up 15 percent a week. Media subscription should be free. That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. RITHOLTZ: Sure. So… RITHOLTZ: Forever.

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Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there.

Assets 174

Assets Management Marketing Marketing 174

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Midstream Marketing

NOVEMBER 5, 2024

Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. It’s key to develop a social media strategy that matches your target audience and has achievable goals. Understand why compliance, engagement, and tracking success are vital for your social media efforts.

Financial Advisor 52

Financial Advisor Media Marketing Marketing 52

FMG

JUNE 22, 2023

For example, FMG’s “one-click” AI-powered social media tool helps clients create personalized captions when sharing content on social media. Whether it’s ethical with sensitivity towards social, cultural, economic, and environmental issues. Many of our tools at FMG incorporate AI.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

The Big Picture

JANUARY 14, 2025

I mean you mentioned it earlier on, I mean, Cliff’s hilarious and 00:14:09 [Speaker Changed] He’s a funny guy and it’s rare to find someone who is a quants who can communicate as eloquently as he can and at the same time has such a devilish sense of humor. It kind of came from just pop psychology and social media.

Management 148

Management Investing Investments Assets 148

The Big Picture

SEPTEMBER 17, 2024

Some people point to Citizens United, some people talk to how toxic social media, I’m assuming it’s much more complex than either of those answers, but, but what’s your perspective? Learn how to communicate orally, experiment, try many different things. If you interview Bill Clinton or George W. Keep reading.

Government 163

Government Recruitment Education Investments 163

The Better Letter

MARCH 2, 2023

Nearing 400 years ago now, Thomas Hobbes noted and accounted for a crucial difference between geometry and ethics: We disagree about and dispute matters of ethics routinely but geometry almost never. Liberals and conservatives alike react negatively to dissonant science communication. “It expresses who they are.”

Ethics 86

Ethics Government Food Accounting 86