Nerd's Eye View
MAY 5, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)
Million Dollar Round Table (MDRT)
APRIL 30, 2024
You may face two challenges though: Compliance. They only want you to deliver preapproved, “canned” seminars. Speaking is fun, but filling the room for a seminar is hard work. She distinguished between two similar options: Seminars. Building the audience.
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Million Dollar Round Table (MDRT)
OCTOBER 17, 2023
It might be new courses I want to take, compliance seminars and so forth. My wife works on this with me as well. Here are some of the things we look at: Career. I look at any career development I want to do for the upcoming year. Also, what do I need to do to get my staff upskilled? How’s my revenue?
Indigo Marketing Agency
DECEMBER 18, 2019
That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. . It offers comprehensive solutions, including personalized websites, compliance-ready content, email and social media tools, and more. Seminars for Financial Advisors. Impact Communications and Marie Swift.
Indigo Marketing Agency
JUNE 16, 2021
This communications kit contains all the copy needed for your: Registration page Invite emails Referral emails After-event emails LinkedIn campaign (which we’ll talk about later) We write everything with compliance in mind and deliver it to you via email for you to review. Well, consider this recording an opportunity to do just that!
Midstream Marketing
AUGUST 13, 2024
You can find useful tips for email marketing, being active on social media, networking, and hosting seminars to reach more people. Because of new rules and compliance needs, financial advisors must make sure their marketing activities meet industry standards. You can use networking events, seminars, and direct mail campaigns.
FMG
OCTOBER 2, 2023
Free Knowledge Maybe you provide free consultations for prospects or have offered free seminars in your local community. Remember, as a financial advisor, your video marketing will also need to be approved by compliance. Why not translate those teachings into a video format? Select Publish.
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