Nerd's Eye View

SEPTEMBER 5, 2022

Welcome to the September 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Financial Advisor 241

Financial Advisor Estate Planning Accounting Taxes 241

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AUGUST 24, 2022

Financial advisors have to face plenty of challenges in their pursuit of success. Being a financial advisor is a tough gig despite both triumphs and failures. What separates good financial advisors from great ones is their ability to build and enact marketing plans. Book a Demo to Find Out More.

Financial Advisor 75

Financial Advisor Planning Marketing Marketing 75

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OCTOBER 25, 2022

From the biggest mistakes that advisors make on social media to image optimization, giving great feedback on content and more, be sure to check out this spook-tacular roundup. . 5 Mistakes Financial Advisors Make On Social Media via Advisorpedia. Distraction-Proof Advisor Idea Video #303) via Paul Kingsman.

Media 72

Media Financial Advisor Education Clients 72

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JANUARY 31, 2023

Content Marketing Analytics: 3 Metrics Financial Advisors Should Be Tracking via Three Crowns Marketing In this post, Justine Young expands on the saying, “content is king” and shares that “content and strategy and execution and data analysis are king.” How Often Should Financial Advisors Send Emails? (4

Financial Advisor 52

Financial Advisor Media Communication Clients 52

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APRIL 25, 2023

Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44) via LinkedIn Pulse Financial advisors rely on data when it comes to helping their clients, but what happens when it becomes harder for advisors to differentiate themselves from their competitors? Read the full article here. Well, struggle no more.

Clients 52

Clients Financial Advisor Communication Financial Planning 52

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NOVEMBER 15, 2022

YouTube has taken over the internet as the number-one source for video content. And with over two billion active users in 2022, you can see why so many advisors have chosen to upload to this hosting site. Social Media Content Do’s and Dont’s for Financial Advisors via Twenty Over Ten. Book a Demo to Find Out More.

Media 52

Media Financial Advisor Economy Numbers 52

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DECEMBER 9, 2022

In this blog post, we’ll look at the importance of a fees page on a financial advisor’s website, the benefits of being open about fees, and a few examples of advisor websites with effective fees pages. Why You Should Include Fees on Your Financial Advisor Website. Here’s why. HF3 Wealth Partners.

Financial Advisor 52

Financial Advisor Wealth Advisor Assets Financial Planning 52