Midstream Marketing

AUGUST 13, 2024

Introduction In financial services, finding the right clients requires a smart marketing plan. It is important to show your skill in financial planning. You should work on website development, search engine optimization (SEO), and social media marketing. Make your website easier for search engines to read.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Midstream Marketing

MARCH 8, 2023

ChatGPT won’t ever be able to ask the right questions, nor will the average individual know what information to provide ChatGPT to get the right financial advice. Plus there is a whole host of advice that is not even curated by ChatGPT. The empathy you can provide is required for sound financial advice.

Financial Advisor 52

Financial Advisor Communication Clients Financial Advice 52

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Walkner Condon Financial Advisors

JUNE 2, 2023

In this regard, financial planning seems to differ from science, technology, engineering and math (STEM) careers where many women leave their jobs in their mid-thirties after a few years of experience on the job.” Once women achieve their CFP® certification, the rate of relinquishment is extremely low. It can be a truly special role.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Big Picture

MAY 7, 2024

And Microsoft was an, an insanely good company to work for to learn how to work at an engineering led company. So I went to a company called Demand Media, which was sort of the first reverse engineering of the algorithm. Like a coupon, but it, it’s really a shopping search engine to find better prices.

Startup 146

Startup Advertising Engineering Numbers 146

The Big Picture

OCTOBER 19, 2022

And you know, we’re financial services firm, so growth is good, but you have to have control on processes and quality. You know, you got to make sure you can handle the volumes, both from an investment perspective, but also importantly, from a processing and client service perspective. And it’s financial advice.

Financial Advisor 283

Financial Advisor Clients Taxes Investing 283

The Big Picture

APRIL 25, 2023

HAMBURGER: Somehow this deal that was concocted, you know, on the back of a cocktail napkin, you know, seemingly amongst four global titans, you know, of financial services. And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. HAMBURGER: Absolutely.

Compliance 159

Compliance Clients Wealth Management Management 159

The Big Picture

MAY 16, 2023

So I was very heavy in financial services stock, which was a great lead gen engine. So to think that… RITHOLTZ: This is not financial advice, you can say it on the air. LINDZON: This is not financial advice. Samantha Danziger is my audio engineer. So we like to win. RITHOLTZ: Yes. LINDZON: Yes.

Media 287

Media Investing Investments Valuation 287