Edelman Financial Engines Acquires $1.5B Retirement Plan Consultant
Wealth Management
DECEMBER 14, 2023
The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.
Edelman Financial Engines Acquires Smart Investor
Wealth Management
AUGUST 4, 2022
Edelman acquires a Northern California firm with small retirement plan capabilities as it moves to incorporate more M&A into growth strategy.
Engineering 
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Book of Secrets on the Month-End Close
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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
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Trending Sources
Adviser links: demonstrating confidence
Abnormal Returns
OCTOBER 30, 2023
kitces.com) AI How recommendation engines could work in wealth management. nextavenue.org) Advisers Comprehensive financial planning takes more time and effort. kitces.com) Why formal retirement plans provide clients with additional confidence. riaintel.com) How AI will play a role in the provision of financial advice.
Weekend Reading For Financial Planners (April 29-30) 2023
Nerd's Eye View
APRIL 28, 2023
House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)
Melted Rocks & Retirement Planning
Random Roger's Retirement Planning
AUGUST 18, 2022
These are all things to incorporate into retirement planning in case every assumption we make at 40 or 50 turns out to be wrong. Also related, I had to approve a small item on the new Type 3 Engine Walker is having built and got my first mockup of the truck. It go so hot though that it melted some of the rocks.
The New Rules of SEO: How AI Is Changing Visibility for Financial Advisor Websites
FMG
MARCH 6, 2025
AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors. AI-powered search engines, including Googles AI Overviews and tools like ChatGPT, now generate responses by pulling information from multiple sources.
The Reboot and Rebrand of Advisor Today
NAIFA Advisor Today
JANUARY 28, 2025
As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.
When The 4% Rule Isn't 4%
Random Roger's Retirement Planning
NOVEMBER 20, 2024
Where Sam writes about FIRE, he asked Bengen what a safe withdrawal rate would be for someone who retired, planning to need the money to last for 50 years instead of the typical 30 used for planning purposes. And a personal note, Walker Fire needs to replace it's Type 1 engine. He lives in Arizona coincidentally.
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The Comprehensive Handbook for Digital Marketing for RIAs
Midstream Marketing
DECEMBER 6, 2024
Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. SEO Strategies for RIA Visibility Search engine optimization, or SEO, makes your website appear more in search engine results, known as SERPs. This can hurt your rankings.
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Just Don't With Private Assets
Random Roger's Retirement Planning
FEBRUARY 8, 2025
And on a personal note, we got the graphics done for the new Engine 86 which is our primary structure fire engine. It is very similar to the new wildland engine we got a couple of years ago. And we haven't even gotten into how they price the assets on their books, google the term volatility laundering for more.
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Advertising for Financial Advisors: Strategies for Success
Midstream Marketing
OCTOBER 29, 2024
Specialization: Do you focus on a certain area, like retirement planning, estate management, or investment advice for tech entrepreneurs? You could offer custom financial plans or have frequent meetings that go beyond what clients expect. A clear marketing plan is important too. Look for a mentor who can help you.
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Strategies for Lead Generation for Financial Advisors
Midstream Marketing
NOVEMBER 8, 2024
Articles: Discuss topics such as investing, retirement planning, and related subjects. E-books and White Papers: Offer detailed information on specific areas of financial planning. A good SEO plan is crucial for getting quality leads and building trust in the tough financial services market.
How Financial Advisors Can Show Up for Specific Keyword Searches
Indigo Marketing Agency
MAY 16, 2023
Financial advisors aren’t typically familiar with search engine optimization (SEO) strategies. Case Study: One Advisor Goes from #100 to #1 in Search Results In this example, we worked with one financial advisor through our SEO Package who specializes in retirement planning. After our SEO Package , the results were impressive!
How to Optimize Your LinkedIn Headline
Indigo Marketing Agency
APRIL 28, 2023
An Effective LinkedIn Headline The trick to writing a good headline is to balance the use of keywords for search engines and also write a headline that resonates with humans looking to learn more about how you can help them.
Going All In To Solve A Retirement Shortfall
Random Roger's Retirement Planning
DECEMBER 15, 2023
600,000-$800,000 are workable numbers for long term retirement planning. That range might not equal anyone's retirement number but a couple of lifestyle tweaks or changes and I think it's a range people could adapt to. I guess what they are saying is that Gen-X thinks it needs $44,000/yr (4% of $1.1
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"Trinity And Chill"
Random Roger's Retirement Planning
JANUARY 30, 2025
I mentioned that we recently upgraded our engine for structure fires which left us with an old one to try to sell. When we finally got the the firehouse, it took him about 20 minutes to get situated but that's ok, I'm off the hook, I got the old engine to the firehouse unscathed. Another quick fire department story.
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3, 2, 1, Action: The Power of Video Marketing
FMG
AUGUST 28, 2024
Whether it’s a quick market update, a deep dive into retirement planning, or a fun behind-the-scenes look at your office, videos can keep your audience hooked and coming back for more. 1… Boost Your SEO and Online Presence Here’s a little secret—search engines love videos.
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60/40 Isn't The Problem, We Are
Random Roger's Retirement Planning
OCTOBER 15, 2022
What was more complicated was getting the first engine to the house and then how to stage the other engines and water tenders (water tender is a water truck). I got out and went down on foot and called the engine I was in down to me, there was just enough room to turn around.
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Transcript: Tim Buckley, Vanguard’s CEO
The Big Picture
FEBRUARY 21, 2023
So we sat down and said, okay, like, could we build another engine of value? Engine 1 being in funds, and Engine 2 being advice. So we looked at those and said, well, we got to address those and we want to build this new engine of value with advice. Robert Bragg is our audio engineer. That seemed like enough.
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10 Ways to Make One Million Dollars (Seriously!)
Good Financial Cents
AUGUST 5, 2023
Use Your Employer Sponsored Retirement Plan for All it’s Worth 5. Use Your Employer Sponsored Retirement Plan for All it’s Worth If you’re not taking full advantage of your employer’s sponsored retirement plan, you’re missing a major opportunity to reach the million-dollar mark. Choose the Right Career 2.
Top 10 Tips for Financial Advisor Marketing Campaigns
Midstream Marketing
DECEMBER 10, 2024
Do you specialize in retirement planning for small business owners? Leveraging Search Engine Optimization (SEO) for Higher Visibility Optimizing for search engines can make advisors more visible online, attracting visitors and potential clients. Financial advisors can use videos in different parts of financial planning.
Enhance Your Reach: Content Marketing for Financial Advisors
Midstream Marketing
NOVEMBER 6, 2024
Pain Points: These are issues like market ups and downs, tax problems, and money planning being hard. Content Consumption Habits: This looks at their favorite social media platforms, how often they use search engines, and how they engage with different types of content. Retirement Planning: Give tips on how to save for retirement.
Chart of the Week – the ETF Bull Market is Still Early
Discipline Funds
JUNE 27, 2023
And you can’t fully appreciate how the machine operates until you’ve opened the hood, designed the engine, installed it and driven it around. I thought I knew a lot about ETFs until I went through the process of launching an ETF, designing one and managing one. But the one that’s flying under the radar is advisor adoption.
Mastering the Art of Financial Planning Marketing: Strategies for Success
Indigo Marketing Agency
JULY 1, 2024
This could be a specific area of expertise, personalized service, or a unique approach to financial planning. Leverage SEO: Search Engine Optimization (SEO) is vital for enhancing your online visibility. Innovative Financial Planning Marketing Ideas When it comes to marketing, new ideas can help you stand out from the rest.
Pathway To Robust Retirement Outcomes
Random Roger's Retirement Planning
FEBRUARY 25, 2023
In between all the plowing, I've got a day job project to work on and Walker Fire's new Type 3 Engine is just about finished and so there's work associated with that too. We had about 10 inches Thursday night with a similar amount to come tonight, that all on top of 5-6 weeks of storms where the snow hasn't been melting like it normally does.
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The Top 10 Biggest Mistakes on Financial Advisor Websites (What NOT to Do!)
Indigo Marketing Agency
JULY 22, 2024
SEO basics , including title tags and meta descriptions, are essential for telling search engines like Google what your pages are about. If they are missing or not correctly optimized with relevant keywords, your website’s search engine visibility will be impacted, leading to lower organic traffic from potential clients.
How SEO Can Make or Break Your Marketing (Video)
Indigo Marketing Agency
MARCH 6, 2023
Our latest video is here, and it’s all about the power of keywords in search engine optimization (SEO) and how they can help you supercharge your marketing efforts as a financial advisor. 1:47 Here are some of these keywords: financial advisor, financial planner, retirement planning, and wealth management. Well, good news!
How SEO Can Make or Break Your Marketing
Indigo Marketing Agency
MARCH 3, 2023
Our latest video is here, and it’s all about the power of keywords in search engine optimization (SEO) and how they can help you supercharge your marketing efforts as a financial advisor. 1:47 Here are some of these keywords: financial advisor, financial planner, retirement planning, and wealth management. Well, good news!
Websites for Financial Advisors: What’s Working in 2024
Indigo Marketing Agency
JULY 23, 2024
Effective Use of Video PFA incorporates video on their home page, which is beneficial for search engine optimization and presents information in a personable, engaging way. The imagery also suggests the luxury of boat ownership, a common retirement dream, painting an appealing picture without making specific claims about future returns.
How Does Microsoft Compensation Work?
Cordant Wealth Partners
SEPTEMBER 9, 2022
Common roles at Microsoft are Software Engineer, Product Manager, Solution Architect, Data Scientist, Software Engineering Manager, and many others. For example, base salary makes up around 70% of total compensation for the typical Level 59 Software Engineer versus less than 50% for a Level 67 Principle SDE. See the chart below.
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Microsoft Compensation and Benefits Guide for 2021
Cordant Wealth Partners
SEPTEMBER 27, 2021
Common roles at Microsoft are Software Engineer, Product Manager, Solution Architect, Data Scientist, Software Engineering Manager, and many others. For example, base salary makes up around 70% of total compensation for the typical Level 59 Software Engineer versus less than 50% for a Level 67 Principle SDE. See the chart below.
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Learning From Someone Else's Mistakes
Random Roger's Retirement Planning
APRIL 14, 2024
Usually, engines from 3-4 departments will be dispatched to the prescribed fire, then when traffic is cleared for the first incident, the Forest Service will light off the second fire and the next 3-4 department vehicles will get dispatched to that one and then a third if there are that many participants. That's legit.
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Create Powerful Blogs & Videos That Convert Prospects Into Clients
Indigo Marketing Agency
JANUARY 3, 2025
Are you aiming to reach established business owners focused on retirement planning? Improves Search Engine Optimization (SEO): Websites with video content are 50 times more likely to rank organically on Google. Ask yourself: Are you targeting young professionals eager to learn about investing?
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Maybe Retiring At 35 Was A Bad Idea
Random Roger's Retirement Planning
APRIL 30, 2023
This will be a harsh point to close on but it is astounding how many people come to embrace a really bad idea like thinking they are actually retired before 40. He has impressively cobbled together side hustles and optionality to make his way.
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Find Your Passion, Find Your Healthspan
Random Roger's Retirement Planning
APRIL 16, 2023
Where this is a training opportunity, someone will have the chance to be the incident commander (IC) of the fire and then depending on the complexity there may be other positions like just digging fire line on the hand crew, engine operator if water is being used and some others.
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A Blogger Looks At 57
Random Roger's Retirement Planning
APRIL 8, 2023
Over the last year, Walker Fire took a monumental step forward, we got a grant for Type 3 Wildfire Engine that will change the game for us on several levels. I get it, people come up with reasons why they "can't," I have people in my life who know they should make changes, sort of know what to do but don't do it. We just got it last week.
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Organic Search vs. Paid Search – Which is the Best for Financial Advisors?
Midstream Marketing
JANUARY 5, 2020
Organic search engine optimization, also referred to as SEO for short, is all about leveraging the unpaid, natural rankings determined by search engine algorithms like Google to your advantage. The paths they take to accomplish that goal, however, are where the major differences begin to creep in.
Master Niche Marketing for Financial Advisors: Expert Tips
Midstream Marketing
NOVEMBER 5, 2024
Think about which parts of financial planning you like best. Is it retirement planning, investment management, or estate planning? For instance, if you are working with entrepreneurs, your financial advice should cover business planning, succession strategies, and smart investment ideas for saving on taxes.
TDFs Still Stink & Other Fund Content
Random Roger's Retirement Planning
AUGUST 12, 2023
A quick word about the ASYMetric Smart S&P 500 ETF (ASPY) which the fund's website is "engineered to generate the returns of the S&P 500 with less risk." How do you think they've done relative to the expectation they are setting or maybe more fairly, the intended outcome they are hoping for?
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10 Proven Financial Advisor Lead Gen Strategies
Midstream Marketing
AUGUST 14, 2024
By providing helpful information on subjects like retirement planning, investment strategies, or college savings, you can become a trusted advisor. Making your content easy to find on search engines is important. You can focus on keywords related to financial planning, investment management, or retirement planning.
How to Develop a Winning Financial Marketing Advisor Plan
Midstream Marketing
AUGUST 13, 2024
You should work on website development, search engine optimization (SEO), and social media marketing. To reach potential clients online, they should use tools like their website, social media, content marketing, search engine optimization (SEO), and email marketing. Make your website easier for search engines to read.
What Is an Example of Biblical Stewardship?
Cornerstone Financial Advisory
NOVEMBER 20, 2024
Retirement planning: Contribute to retirement accounts, taking advantage of any employer matching if available. The mission of Cornerstone Financial Advisory is to be an engine of blessing to our clients, families, and community. wait 48 hours before buying anything over $100) to avoid impulse spending.
$30 an Hour Is How Much a Year?
Good Financial Cents
JULY 3, 2023
Savings and Retirement – Your Best Friends on a $30/hr Salary Automate your savings and watch your emergency fund grow effortlessly. Enrolling in an employer-sponsored retirement plan unlocks pre-tax deductions from your paycheck and could provide an employer match. Civil engineers $39.03 Food scientists $30.95
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