Abnormal Returns

MARCH 14, 2023

Strategy What investing lessons can we cull from the downfall of SVB? ft.com) Social media will change any future financial crisis. ft.com) SVB failed in its communication strategy. news.crunchbase.com) Y Combinator is getting out of the business of late state investing. nytimes.com) What's new in GPT-4. vox.com)

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Trade Brains

JULY 27, 2022

Tata Communications Vs Tata Teleservices: The Tata Group is one of the oldest and most prestigious business groups in India. Two companies -Tata Communications and Tata Teleservices in the telecom and media sector have given multibagger returns in the past five years. Tata Communications. Keep reading to find out!

Communication 113

Communication Engineering Media Government 113

FMG

MARCH 3, 2025

Financial advisors know that social media isnt just for posting updates; its for building connections. Social media for financial advisors doesn’t have to be challenging let’s dive into simple ways to encourage comments on your posts. It shows youre active in your community and willing to interact.

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios.

Portfolio 246

Portfolio Clients Financial Planning Communication 246

Midstream Marketing

OCTOBER 30, 2024

Websites, social media, and SEO offer great opportunities to connect with new clients online. Because of this shift, Registered Investment Advisers (RIAs) have to find ways to stand out in a crowded and competitive market. Clients looking for investment advice have many options. They need to know their target audience.

Investment Advisor 52

Investment Advisor Investments Investing Ethics 52

Abnormal Returns

JULY 18, 2023

honest-broker.com) Prior social media companies were built on the fly. axios.com) Space Viasat's new $700 million communications satellite is likely a full write-off. cnbc.com) Fund management How AI will affect parts of the investment industry including financial advisors. The rest is simply an execution problem."

Financial Advising 246

Financial Advising Media Communication Financial Advisor 246

Abnormal Returns

FEBRUARY 9, 2023

youngmoney.co) Meb Faber on why more people don't invest in managed futures funds. newcomer.co) Startups often fail to prioritize the communication function. newsletter.abnormalreturns.com) Mixed media It's okay to not be great at something right off the bat. wsj.com) Just how big is Apple's ($AAPL) services business?

Financial Advising 246

Financial Advising Startup Communication Economy 246

The Big Picture

AUGUST 11, 2022

Private equity funds generally charge their investors two different fees: a management fee of 2 percent of invested assets per year (funds are held for an average of about six years), and a “carried interest” fee that is 20 percent of any investment gains realized in the fund.( Chief Investment Officer ). • New York Times ). •

Government 299

Government Communication Management Media 299

Midstream Marketing

DECEMBER 26, 2024

Key strategies include leveraging up-to-date resources and personalizing client communications for better engagement. This platform helps enhance client communication, improve advertising efforts, and support business growth. Advisors can reach out through email, social media, and custom websites.

Marketing 52

Marketing Marketing Communication Advertising 52

FMG

JANUARY 23, 2025

Marketing for financial advisors in 2025 will require a sharp focus on effective communication, personalized client experiences, and smart use of technology. A YCharts survey revealed that 74% of clients considered switching advisors due to poor communication. Clarify your objectives. Master the 5-second test.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Discipline Funds

MARCH 19, 2025

Here are some things I think I am thinking about this week: 1) How NOT To Invest. Barry Ritholtz is out with a new book called “How Not to Invest” I loved this one. We spend a lot of time in the investment world talking about all the optimal ways to invest. I highly recommend it. 2) The Big Risks Ahead.

Communication 56

Communication Media Investments Investing 56

Nerd's Eye View

APRIL 26, 2023

Creating a compliance calendar for a solo RIA can help to systematize and manage compliance tasks, requirements and deadlines.

Compliance 246

Compliance Clients Advertising Accounting 246

Indigo Marketing Agency

DECEMBER 11, 2024

The secret lies in mastering the prospect journey, blending automation with personal touch, and strategically diversifying your communication channels. Structured sequences are a predefined series of communications designed to guide prospects through the journey from awareness to conversion. If that sounds like a lot, dont worry.

Financial Advisor 52

Financial Advisor Communication Media Clients 52

Midstream Marketing

OCTOBER 29, 2024

By understanding their financial concerns, online habits, and how they like to communicate, you can improve your marketing. Millennials need help with budgeting, investing, and managing debt. Therefore, a complete digital marketing plan that includes social media posts is crucial. Show your knowledge about financial services.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

FMG

AUGUST 29, 2024

If you’re looking to boost client retention, look at how frequently and effectively you communicate with clients. According to a recent survey by YCharts, three out of four clients have considered switching financial advisors due to infrequent communications. So, we’ve provided a few tips below to help you get strategizing!

Communication 52

Communication Clients Media Financial Services 52

Nerd's Eye View

APRIL 26, 2023

Fortunately, the annually recurring nature of ongoing RIA compliance tasks makes it highly conducive to create a compliance calendar for a solo RIA (particularly because they must manage it all themselves) which helps to systematize and manage compliance tasks, requirements, and deadlines by breaking them up into discrete steps to complete incrementally (..)

Compliance 246

Compliance Clients Accounting Advertising 246

Midstream Marketing

NOVEMBER 26, 2024

Introduction In the busy world of financial services, asset managers and Registered Investment Advisors (RIAs) require solid marketing strategies to succeed. They need to recognize the special needs and challenges investment advisors face. With targeted marketing efforts, investment advisors can stand out.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

Midstream Marketing

NOVEMBER 8, 2024

Learn to use social media, content marketing, SEO, and more. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance. Advertise your webinars on your website.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Steve Sanduski

APRIL 8, 2025

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. It’s social media, it’s webinars, it’s ever-presence out there. Back when I started, you could actually call people. It’s different now.

Engineering 52

Engineering Communication Financial Planning Clients 52

Indigo Marketing Agency

MARCH 17, 2025

Power of Video Marketing for RIAs Ivn, like many financial advisors , knew the importance of client communication but had never used video as part of his marketing strategy. It was strategically released at the start of the yearwhen clients and prospects were particularly interested in market updates and investment strategies.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Abnormal Returns

MAY 10, 2023

novelinvestor.com) What will your investing obituary say? newsletter.abnormalreturns.com) Mixed media Startups are hiring laid off workers from Big Tech. wsj.com) Microsoft 365 users spend most of their communicating. Strategy The case for international diversification still holds. annual meeting. axios.com)

Financial Advising 130

Financial Advising Startup Communication Media 130

The Big Picture

JULY 21, 2023

Slate ) • Extreme Heat Is Deadlier Than Hurricanes, Floods and Tornadoes Combined : When dangerous heat waves hit cities, better risk communication could save lives. Slate ) • Extreme Heat Is Deadlier Than Hurricanes, Floods and Tornadoes Combined : When dangerous heat waves hit cities, better risk communication could save lives.

Engineering 239

Engineering Valuation Communication Media 239

The Big Picture

SEPTEMBER 26, 2024

In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” Talk about “ Nobody Knows Anything. ”

Numbers 334

Numbers Communication Media Investments 334

Midstream Marketing

DECEMBER 10, 2024

Consistency is key: ensure your branding is uniform across your website, social media, emails, and marketing materials. Social Media Engagement Social media is a powerful tool for advisors to establish an online presence and reach potential clients. Always follow the rules for sharing financial information on social media.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Steve Sanduski

DECEMBER 10, 2024

Guest: Kendra Wright, owner of Rebel Media Agency , a marketing company specializing in financial professionals. In a Nutshell: Great copy means you’ll never experience a failure to communicate. Your job is to transfer what you find to your website and client communication. Great copy is simple. Great copy is simple.

Clients 52

Clients Communication Financial Advisor Media 52

Midstream Marketing

DECEMBER 6, 2024

Discover how digital strategies like AI-driven personalization and strong social media campaigns can help. This means having an easy-to-use website, interesting content, and being active on social media. Social media platforms, like LinkedIn and Facebook, are important too. Clients now want financial advice online.

Marketing 52

Marketing Marketing Media Engineering 52

Midstream Marketing

OCTOBER 30, 2024

Use social media and online platforms to promote your referral program. Online Presence: Make sure your website and social media pages show clear details about your referral program. Share Client Testimonials: Show positive client reviews and testimonials on your website and social media. This can help get more referrals.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

Investing 130

Investing Investments Clients Management 130

Midstream Marketing

NOVEMBER 6, 2024

A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively. When you share useful things, like white papers, blog posts, articles, and updates on social media, you can show that you are a thought leader in the financial industry.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Indigo Marketing Agency

JULY 13, 2024

Questions to Ask Are you seeing a positive return on your marketing investment (ROI)? We’ll look at everything from Google Analytics to your social media profiles and email marketing metrics to understand what’s working and what’s not with your marketing. Red Flags Long response times and poor communication.

Financial Advisor 98

Financial Advisor Marketing Marketing Communication 98

Indigo Marketing Agency

MARCH 19, 2025

The major media platforms, like Meta, LinkedIn, and Instagram, make money from advertisers. Action Steps: Use simple, direct language that immediately communicates the value of your services. Write as if youre talking to a friend, not an investment banker. So they want you to be successful when you advertise with them.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Validea

FEBRUARY 12, 2025

It’s crucial to remember that the S&P 500 encompasses nearly 500 other companies across diverse sectors, many of which operate successful businesses but receive far less attention from the media and investors. VZ VERIZON COMMUNICATIONS INC $40.49 $170,463 9.8 RJF RAYMOND JAMES FINANCIAL INC $162.95 $33,390 15.9 6.6% -2.3%

Valuation 52

Valuation Communication Media Sales 52

Midstream Marketing

OCTOBER 31, 2024

During this time of digital transformation, social media and online channels play a huge role. This leads to more sales and better returns on investment (ROI). Social Media Marketing: Connect with your audience, boost brand awareness, and drive traffic by using interesting social media posts and campaigns.

Consulting 52

Consulting Financial Market Marketing Marketing 52

The Big Picture

MARCH 25, 2025

And the, you know, obviously just my personal opinion, but I think at that particular point in time, all of the investment banks were bankrupt or insolvent. You could, you could, here’s a secret to investing, not, maybe you’ll do okay with it, but nobody’s gonna really adapt. Totally agree. Barry Ritholtz : Really.

Management 147

Management Numbers Investments Investing 147

Abnormal Returns

NOVEMBER 19, 2022

space.com) The communications satellite BlueWalker 3 is causing astronomers consternation. abnormalreturns.com) Don't borrow money to invest. newsletter.abnormalreturns.com) Mixed media People are leaving Austin because Texas has become too conservative. (sciencedaily.com) Is there a path to low carbon cement?

Financial Advising 147

Financial Advising Transportation Engineering Food 147

Indigo Marketing Agency

SEPTEMBER 28, 2024

The problem with this approach is that it often lacks a cohesive strategy and doesn’t communicate the specific value of the advisor posting it. Personalize Your Outreach Instead of sending out generic messages, take the time to personalize your communications. How can financial advisors measure the ROI of their social media efforts?

Financial Advisor 95

Financial Advisor Media Compliance Sales 95

Million Dollar Round Table (MDRT)

JULY 16, 2024

Try these ideas from MDRT members to communicate with clients and build critical professional relationships. You can have a great investment plan, no debt, an emergency fund set up and a college funding plan in place for your children, but if a spouse dies prematurely or becomes disabled, the plan is in ruins.

Clients 105

Clients Communication Investment Planning Planning 105