Abnormal Returns

NOVEMBER 16, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Apple ($AAPL) is planning to adopt the RCS (Rich Communication Services) messaging standard. The chances are nobody wants any of it. Then check out our weekly e-mail newsletter.

Asset Allocation 261

Asset Allocation Financial Advising Insurance Communication 261

Abnormal Returns

FEBRUARY 27, 2024

Markets Communications and health care are leading the U.S. abnormalreturns.com) Adviser links: zero engagement. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? market in 2024. capitalspectator.com) A closer look at Europe's answer to the Magnificent Seven stocks, GRANOLA.

Advertising 283

Advertising Financial Advising Communication Economy 283

Abnormal Returns

AUGUST 11, 2022

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) My Q&A with Eric Barker author of “Plays Well with Others: The Surprising Science Behind Why Everything You Know About Relationships Is (Mostly) Wrong.” Then check out our weekly e-mail newsletter.

Communication 144

Communication Financial Advising Startup Media 144

Abnormal Returns

DECEMBER 4, 2023

thereformedbroker.com) How financial advisers can publish their own book. kitces.com) Demand Despite better DIY tools, more investors are turning to advisers. riabiz.com) Demand for financial advice is only increasing. marknewfield.substack.com) Advisers The plan for Joe Duran's Rise Growth Partners is coming into focus.

Wealth Management 254

Wealth Management Financial Advice Financial Advising Communication 254

Abnormal Returns

FEBRUARY 9, 2023

newcomer.co) Startups often fail to prioritize the communication function. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) The people who are up in arms about stock buybacks don't understand finance. axios.com) Funds Vanguard is planning to push farther into direct indexing.

Financial Advising 246

Financial Advising Startup Communication Economy 246

Abnormal Returns

APRIL 21, 2024

disciplinefunds.com) The Fed's communication regime is a mess. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nber.org) How book bans have spread across America. npr.org) Economy Why wealth inequality is growing. downtownjoshbrown.com) Why the Fed focuses on core inflation.

Financial Advising 274

Financial Advising Taxes Communication Manufacturing 274

Abnormal Returns

MARCH 14, 2023

ft.com) SVB failed in its communication strategy. abnormalreturns.com) Adviser links: holistic financial guidance. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theatlantic.com) Josh and Michael talk SVB with Samir Kaji who is CEO and co-founder of Allocate.

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Abnormal Returns

FEBRUARY 8, 2023

They now also have to be good at communicating. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (sixcolors.com) Four big macro risks for Apple ($AAPL). macworld.com) Economy James Surowiecki, "Fed chairs don’t just have to be good at making policy.

Financial Advising 244

Financial Advising Advertising Communication Economy 244

Abnormal Returns

MARCH 23, 2023

cnbc.com) The banking crisis highlights the importance of good, clear communication. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theatlantic.com) Charles Schwab ($SCHW) is now the 10th largest bank in the U.S. abnormalreturns.com) What you missed in our Wednesday linkfest.

Financial Advising 237

Financial Advising Startup Banking Communication 237

Abnormal Returns

APRIL 29, 2024

stayathomemacro.substack.com) Earlier on Abnormal Returns Adviser links: communication skills. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (apolloacademy.com) Covid had huge impacts on the economy and it has taken time to reverse them.

Financial Advising 144

Financial Advising Startup Communication Economy 144

Abnormal Returns

MAY 19, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media How AI can subtly influence you and your communications. (abnormalreturns.com) Longform links: a generational wealth transfer. Then check out our weekly e-mail newsletter.

Financial Advising 130

Financial Advising Advertising Communication Government 130

Abnormal Returns

AUGUST 7, 2023

investmentnews.com) Advisers Why financial advisers should stay proactive in the summer. financial-planning.com) Why advisers should communicate with clients the way they prefer (wealthmanagement.com) How an adviser transformed into the FinArtist.

Financial Advising 130

Financial Advising Valuation Communication Clients 130

Abnormal Returns

MAY 10, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Microsoft 365 users spend most of their communicating. (abnormalreturns.com) Everybody is a creator, whether they acknowledge it or not. Then check out our weekly e-mail newsletter. axios.com)

Financial Advising 130

Financial Advising Startup Communication Government 130

Abnormal Returns

JANUARY 23, 2023

standarddeviationspod.com) Brendan Frazier talks building communication skills with Jim Grubman. wiredplanning.com) Diana Britton talks with Mary Martin author of "Mindfulness for Financial Advisors." riabiz.com) Why adviser M&A activity will pick back up again. kitces.com) CFP candidates are becoming more diverse.

Wealth Management 130

Wealth Management Financial Advising CFP Communication 130

Midstream Marketing

DECEMBER 26, 2024

This blog post will explore the importance of advisor marketing in todays evolving financial services industry, focusing on strategies for success. Key strategies include leveraging up-to-date resources and personalizing client communications for better engagement. It is part of the broader Broadridge Advisor Solutions.

Marketing 52

Marketing Marketing Communication Advertising 52

Abnormal Returns

AUGUST 8, 2022

thediff.co) Startups On the value of bring angels onto your cap table with a background in marketing and communications. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (rationalwalk.com) Moderna ($MRNA) has plenty of cash to fund its pipeline. avc.com) How to design a referral program.

Startup 130

Startup Financial Advising Communication Media 130

Don Connelly & Associates

NOVEMBER 11, 2024

However, as AI takes over the technical aspects of financial advising, the human touch remains irreplaceable. The post Future-Proofing Your Financial Advisory Career: The Power of Soft Skills in an AI World appeared first on Don Connelly & Associates.

Financial Advising 52

Financial Advising Portfolio Management Financial Advisor Financial Planning 52

Abnormal Returns

AUGUST 26, 2022

(abnormalreturns.com) What you missed in our Thursday linkfest (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? vice.com) All communication is lossy. Then check out our weekly e-mail newsletter. newsletter.abnormalreturns.com) Mixed media Writing is about coming up with new ideas.

Financial Advising 130

Financial Advising Communication Media Economy 130

oXYGen Financial

JUNE 27, 2024

[CDATA[ Good communication builds trust by making clients feel understood and valued. This is especially critical for those working in finance, such as financial advisers. We will discuss the importance of effective communication and provide some tips on how to communicate better with your clients.

Communication 40

Communication Clients Financial Advisor Financial Advising 40

Indigo Marketing Agency

FEBRUARY 23, 2023

Small businesses, particularly service-based companies (like financial advising), can greatly benefit from a revamped image that clearly communicates your vision, values, and services. What separates you from your competition, and how are you communicating that to your clients and prospects? Should You Rebrand?

Financial Advisor 97

Financial Advisor Marketing Marketing Financial Advising 97

Midstream Marketing

DECEMBER 10, 2024

Including video marketing in your plan can improve communication with clients. Using Pay-Per-Click (PPC) Advertising to Target Specific Audiences PPC advertising is a useful tool for financial advisors. Basic financial advice doesnt work anymore. It means really understanding their financial situations.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Steve Sanduski

APRIL 22, 2025

Elson, CFP , a financial advisor at Perigon Wealth , an RIA with more than $8 billion in assets under management. In a nutshell: Making a successful mid-career switch into financial advising is no small feat. How tech can give advisors more time to deepen relationships.

Clients 52

Clients Financial Advising Planning CFP 52

Sara Grillo

MARCH 19, 2024

Listen to this podcast and discover the power of authentic communication in financial advising! How to prioritize client needs and communicate authentically. Listen to this podcast and discover the power of authentic communication in financial advising! Forget the “sizzle” and be real!

Financial Advising 52

Financial Advising Communication Marketing Marketing 52

Midstream Marketing

NOVEMBER 8, 2024

Leveraging Email Marketing Campaigns for Personalized Communication Email marketing is a good way to connect with leads and stay in touch with potential clients. Promote financial products or services that relate to them. Regular and personal email communication helps you stay on their mind.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

International College of Financial Planning

DECEMBER 23, 2023

Skills in communication and client relations are crucial, as they enable advisors to effectively understand and meet client needs. This approach equips candidates with essential skills, enabling them to swiftly become successful CFP® professionals in the fast-paced world of financial advising.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

AdvisorPR

OCTOBER 15, 2020

In this week’s episode of Elementality , Reese Harper brings in Alana Kohl, founder, and president of AdvisorPR, to talk about marketing communications for financial advisors. Hosted By: Reese Harper of Dentist Advisors.

Financial Advisor 52

Financial Advisor Communication Clients Marketing 52

International College of Financial Planning

OCTOBER 26, 2023

Continuous Portfolio Monitoring:  As financial markets are dynamic in nature, a CFP® professional remains vigilant, recalibrating investment strategy in response to market shifts or economic blueprint alterations. Maintaining open communication channels between these two pillars of the financial foundation is imperative.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Investment Writing

NOVEMBER 20, 2024

Marketing and communications professionals know how to write well. Power and Associates to recommend boosting investor trust with methods that include honest communication about investment performance and plain explanations for fees and commissions, according to “Study: Why focus on people, not profits, increases investor trust.”

Compliance 52

Compliance Communication Assets Investing 52

International College of Financial Planning

OCTOBER 26, 2023

If the thought of enlightening others on sound financial choices resonates with you, if you’re intrigued by the world of investment management, and if building lasting relationships is your forte, then financial advisor as a career choice is the chosen one. Various profiles as a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

WiserAdvisor

APRIL 12, 2024

Delegating routine tasks such as administrative duties, client communications, and portfolio maintenance to competent support staff can free up valuable time for client-facing activities, such as meetings. Transparent communication about your availability and capacity is also paramount in managing client expectations.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

AdvisorPR

AUGUST 10, 2020

In the financial industry, these catalysts have expedited many changes that were already in motion, from adopting new technologies to providing more inclusive holistic services that account for all aspects of life. In marketing communications, brand trust has become more important than ever.

Risk Tolerance 52

Risk Tolerance Media Clients Advertising 52

Midstream Marketing

JANUARY 5, 2020

Building relationships, in turn, is really grounded in building trust by communicating value. Remember that even though many of the best practices of SEO are universal, every business is a bit different from the next – especially in highly specialized industries like financial advising and wealth management.

Financial Advisor 52

Financial Advisor Budgeting Advertising Engineering 52

Abnormal Returns

NOVEMBER 17, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? blairbellecurve.com) Lessons learned from a talk with Christopher Davis including 'Effective communication is about building goodwill with the person you are working with.' (abnormalreturns.com) Longform links: the business of longevity.

Financial Advising 272

Financial Advising Startup Media Communication 272

Abnormal Returns

OCTOBER 16, 2023

(bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: picking up the phone. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? om.co) Five insights from "Writing for Busy Readers: Communicate More Effectively in the Real World" by Todd Rogers and Jessica Lasky-Fink.

Financial Advising 268

Financial Advising Media Communication Banking 268

Abnormal Returns

MARCH 12, 2023

(abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nytimes.com) Offices were built to facilitate communication. Then check out our weekly e-mail newsletter. newsletter.abnormalreturns.com) Mixed media Why some office buildings are not great candidates for conversion to apartments.

Financial Advising 246

Financial Advising Banking Startup Communication 246

Abnormal Returns

JULY 18, 2023

axios.com) Space Viasat's new $700 million communications satellite is likely a full write-off. abnormalreturns.com) Adviser links: something to look forward to. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? om.co) Hollywood strikes are, in part, about the prospects of AI use.

Financial Advising 246

Financial Advising Media Communication Financial Advisor 246

Abnormal Returns

NOVEMBER 25, 2024

(investmentnews.com) Advisers How we communicate has changed. fa-mag.com) Are you a financial adviser looking for some out-of-the-box thinking? Time to catch up. investmentecosystem.com) Some ways that smaller firms are growing. citywire.com) Remote work doesn't work for every firm.

Wealth Management 144

Wealth Management Financial Advising Estate Planning Distribution 144