Abnormal Returns

JANUARY 14, 2025

wsj.com) TikTok Ryan Broderick, "If youre an American thats been relying on TikTok as a publishing or communication tool it means that you fundamentally do not understand what the app is." abnormalreturns.com) Mixed media This divergence explains a lot about dating life in the U.S. garbageday.email) Which companies win in a TikTok ban?

Compliance 182

Compliance Communication Media Economy 182

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. Social media for financial advisors can be a powerful tool when used effectively.

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

Abnormal Returns

APRIL 30, 2024

abnormalreturns.com) Adviser links: communication skills. newsletter.abnormalreturns.com) Mixed media AI is in its experimentation phase. (abnormalreturns.com) What you missed in our Monday linkfest. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 289

Financial Advising Communication Media Economy 289

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

Nerd's Eye View

AUGUST 16, 2024

Notably, this announcement included the first off-channel communication case brought by the SEC as a result of a referral from an RIA exam, which could lead examiners to focus on off-channel communications during regular RIA examinations.

Financial Planner 246

Financial Planner Communication Retirement Commission 246

Abnormal Returns

NOVEMBER 17, 2023

newsletter.abnormalreturns.com) Mixed media Three insights from Morgan Housel's "Same as Ever: Timeless Lessons on Risk, Opportunity and Living a Good Life." newyorker.com) Mixed media People have stopped checking their mailboxes. Then check out our weekly e-mail newsletter. wsj.com) How people get their news today.

Financial Advising 277

Financial Advising Startup Media Communication 277

Abnormal Returns

OCTOBER 18, 2024

(abnormalreturns.com) Longform links: facilitating communication. newsletter.abnormalreturns.com) Mixed media Microsoft ($MSFT) and OpenAI are seemingly on the outs. abnormalreturns.com) Celebrating our nineteenth blogiversary. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Assets 278

Assets Financial Advising Communication Banking 278

Abnormal Returns

AUGUST 11, 2022

newsletter.abnormalreturns.com) Mixed media Remote work makes it easier for employees to start a side gig. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. vox.com) Why no one wants to be a middle manager any more.

Communication 147

Communication Financial Advising Startup Media 147

Million Dollar Round Table (MDRT)

JANUARY 14, 2025

And that’s gone across into our social media communications. We’re talking on social media about things that can help people learn more, understand more, and engage more with us as financial planners and also as a financial planning community. We don’t talk about products.

Financial Planner 97

Financial Planner Education Communication CFP 97

Abnormal Returns

OCTOBER 16, 2023

newsletter.abnormalreturns.com) Mixed media Om Malik, "As social media platforms increasingly shift from human interactions to algorithms, it’s no surprise that we all feel overwhelmed by internet noise." Then check out our weekly e-mail newsletter.

Financial Advising 273

Financial Advising Media Communication Banking 273

Abnormal Returns

OCTOBER 17, 2024

econbrowser.com) Earlier on Abnormal Returns Longform links: facilitating communication. newsletter.abnormalreturns.com) Mixed media 8 ways of connecting including 'Connection with creative human expression in art.' (bonddad.blogspot.com) Still no sign of a meaningful pickup in weekly initial unemployment claims. spilledcoffee.co)

Financial Advising 276

Financial Advising Communication Assets Economy 276

Abnormal Returns

APRIL 21, 2024

disciplinefunds.com) The Fed's communication regime is a mess. newsletter.abnormalreturns.com) Mixed media Additional life advice from Kevin Kelly including 'The highest form of wealth is deciding you have enough.' (nber.org) How book bans have spread across America. npr.org) Economy Why wealth inequality is growing.

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

Abnormal Returns

JANUARY 18, 2024

newyorker.com) Scientists are using AI to try and decipher how animals communicate. chicagomag.com) Group chats are the new social media. (bloomberg.com) In praise of experimentation. notboring.co) AI What the history of copyright tells us about the future of AI. ig.ft.com) Environment The case for nuclear energy. nytimes.com)

Food 261

Food Communication Media 261

Abnormal Returns

NOVEMBER 16, 2023

newsletter.abnormalreturns.com) Mixed media Apple ($AAPL) is planning to adopt the RCS (Rich Communication Services) messaging standard. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. nytimes.com) Swifties use a LOT of mobile data.

Asset Allocation 264

Asset Allocation Financial Advising Insurance Communication 264

Abnormal Returns

MARCH 14, 2023

ft.com) Social media will change any future financial crisis. ft.com) SVB failed in its communication strategy. newsletter.abnormalreturns.com) Mixed media People really mean it these days when they say 'no gifts.' (theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. vox.com)

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Abnormal Returns

FEBRUARY 27, 2024

Markets Communications and health care are leading the U.S. newsletter.abnormalreturns.com) Mixed media Ted Gioia, "In an overly digitized world, people embrace with intensity the few remaining ritualistic activities available to them." market in 2024. biopharmadive.com) Strategy What happens when you invest right before a bear market?

Advertising 289

Advertising Financial Advising Communication Economy 289

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

Abnormal Returns

JULY 19, 2024

sixcolors.com) Matt Reustle and Dom Cooke talk podcast monetization with Matthew Sherry who is the Co-Founder and CEO of Platform Media. joincolossus.com) Communication Christine Benz and Amy Arnott talk with Charles Duhigg author of "Supercommunicators: How to Unlock the Secret Language of Connection."

Economics 261

Economics Startup Communication Economy 261

Nerd's Eye View

FEBRUARY 22, 2024

At the end of each calendar year, social media platforms compile a wrap-up of each user's metrics, showing a theoretical reach for every account's best-performing piece of created media content and highlighting the "Best Of The Best" on the web, while revealing social media 'superstars' who have millions of impressions and followers.

Media 226

Media Numbers Clients Marketing 226

Abnormal Returns

FEBRUARY 9, 2023

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. (ft.com) The people who are up in arms about stock buybacks don't understand finance. etf.com) Throttling ESG, puts relevant company disclosures at risk.

Financial Advising 246

Financial Advising Startup Communication Economy 246

Abnormal Returns

FEBRUARY 8, 2023

They now also have to be good at communicating. newsletter.abnormalreturns.com) Mixed media Why do modern pop songs have so many credited songwriters? (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. newsletter.abnormalreturns.com) Mixed media Where the Roy family stands going into Season 4 of 'Succession.' (theatlantic.com) Charles Schwab ($SCHW) is now the 10th largest bank in the U.S. Then check out our weekly e-mail newsletter.

Financial Advising 237

Financial Advising Startup Banking Communication 237

Nerd's Eye View

SEPTEMBER 5, 2023

What's unique about Olivia, though, is how she started out as a ghostwriter creating content for financial advisors and their blogs, but saw first-hand that great content alone doesn't generate prospects if there isn't more of a marketing system around it… so she expanded her firm to begin offering a full suite of outsourced marketing services (..)

Financial Advisor 245

Financial Advisor Marketing Marketing Media 245

The Big Picture

AUGUST 11, 2022

Grid spoke to Russians who study the way the Kremlin and Russia media communicate. . • How Russia Took Over Ukraine’s Internet in Occupied Territories : Occupied Territories ( New York Times ) see also Putin could give a Ukraine victory speech tomorrow. Here’s what it might say.

Government 299

Government Communication Management Media 299

Abnormal Returns

MARCH 12, 2023

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

Financial Advising 246

Financial Advising Banking Startup Communication 246

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

Nerd's Eye View

SEPTEMBER 21, 2023

In our 121st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the importance for advisors to advertise their expertise, and whether focusing on providing exceptional work can be enough to attract and acquire clients to sustain a healthy and remunerative business.

Advertising 246

Advertising Clients Communication Financial Advisor 246

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

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

Nerd's Eye View

NOVEMBER 7, 2022

Hearsay Systems rolls out a new small-to-mid-sized RIA platform for social media compliance and website design. Riskalyze signals an intent to rebrand itself away from ‘just’ risk tolerance assessments to a broader focus on helping advisors grow clients and assets.

Risk Tolerance 241

Risk Tolerance Compliance Startup Clients 241

Nerd's Eye View

OCTOBER 6, 2022

Some clients may be internalizing fears arising from what they see and hear in the media. While many advisors want to remain neutral, the recurring conversations about politics can be stressful, especially when the client and advisor have opposing political viewpoints.

Clients 246

Clients Financial Advisor Financial Advice Financial Planning 246

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

Abnormal Returns

APRIL 29, 2024

(stayathomemacro.substack.com) Earlier on Abnormal Returns Adviser links: communication skills. newsletter.abnormalreturns.com) Mixed media A review of "Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor" by Stephen R. abnormalreturns.com) What you missed in our Sunday linkfest.

Financial Advising 147

Financial Advising Startup Communication Economy 147

Million Dollar Round Table (MDRT)

NOVEMBER 10, 2024

By Carmen Wong, MDRT media relations specialist Your clients probably are familiar with badges of quality like the J.D. Power rankings for products and services or the Good Housekeeping Seal of Approval for household goods, but do they know that qualifying for MDRT is another standard for excellence?

Clients 98

Clients Ethics Education Media 98

Sara Grillo

JULY 10, 2023

Financial advisors are skeptical that you can actually get leads from social media. Today we’ll be talking to Thomas Kopelman , co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from financial advisor social media look like a piece of cake! And now onto the blog! How did he do it?

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

Discipline Funds

MARCH 19, 2025

Barry’s new book ( which you can buy her e) is a masterclass in how to optimize your approach to avoid scammers, bad products and the wrong types of media. I do a lot of debunking around here because the financial media space is filled with scary click-inducing narratives. I highly recommend it. 2) The Big Risks Ahead.

Communication 59

Communication Media Investments Investing 59

Nerd's Eye View

MAY 15, 2023

written responses that conform to how humans typically communicate). creating succinct notes from a full client meeting transcript) or drafting social media content to promote content the advisor has already created. For example, ChatGPT’s AI can be thought of as a form of calculator that takes inputs (e.g.,

Financial Advisor 246

Financial Advisor Financial Planning Financial Advice Clients 246