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Financial Advice Investments Media 
The Big Picture
MARCH 18, 2025
The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. That insight greatly simplified my task of making the book both fun to read and helpful for anyone interested in investing.
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The Big Picture
MAY 9, 2024
Nestled in between lip-sync dancers and fashion influencers, financial fraud lurks on TikTok. At least one person1 has noticed the risks to young consumers of social media: Since August 2020, @TikTokInvestors has been curating the most outrageous money-losing and dangerous videos culled from the “financial experts” at TikTok.
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Abnormal Returns
SEPTEMBER 30, 2024
apolloacademy.com) OpenAI SoftBank is planning to invest $500 million in OpenAI. axios.com) Earlier on Abnormal Returns Adviser links: AI-assisted financial advice. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) OpenAI has an ongoing need for capital.
Nerd's Eye View
OCTOBER 27, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)
Midstream Marketing
OCTOBER 30, 2024
Key Highlights The financial advice world is changing. Websites, social media, and SEO offer great opportunities to connect with new clients online. They need to put in more effort to attract prospective clients looking for financial advice. Clients looking for investment advice have many options.
Midstream Marketing
OCTOBER 29, 2024
Key Highlights Millennials can benefit a lot from getting financial advice. You should change your marketing approach to meet the specific financial needs and interests of millennials. Listen to their concerns and adjust your financial advice to align with their goals. Show your knowledge about financial services.
Indigo Marketing Agency
OCTOBER 2, 2024
How Often Should Financial Advisors Post to Social Media? You already know that social media plays a vital role in your overall marketing strategy. But a common question many advisors ask is: How often should I be posting on social media? Social media platforms are noisy, and it’s easy to get lost in the shuffle.
Abnormal Returns
OCTOBER 1, 2024
theatlantic.com) Venture capital High profile hedge funds have pulled back from venture investing. institutionalinvestor.com) The CIA, nee In-Q-Tel, continues to make VC investments. abnormalreturns.com) Adviser links: AI-assisted financial advice. (spyglass.org) Like it or not, computers are coming to your face.
The Big Picture
AUGUST 31, 2022
It Should Be Easy to Get Affordable Financial Advice: Ritholtz. A further discussion of last week’s Tales from the Dark Side. Source: Bloomberg , August 30th, 2022. Previously : Tales from the Dark Side (August 26, 2022). The post Video: Tales from the Dark Side appeared first on The Big Picture.
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Midstream Marketing
DECEMBER 6, 2024
Discover how digital strategies like AI-driven personalization and strong social media campaigns can help. Clients now want financial advice online. This means having an easy-to-use website, interesting content, and being active on social media. Social media platforms, like LinkedIn and Facebook, are important too.
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NAIFA Advisor Today
JANUARY 28, 2025
Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.
Midstream Marketing
NOVEMBER 6, 2024
A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively. The Importance of Content Marketing for Financial Advisors Content marketing can help your brand stand out. Engaging with your audience on social media is key.
Sara Grillo
NOVEMBER 25, 2024
I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. Disclaimer Grillo Investment Management, LLC does not guarantee any specific level of performance, the success of any strategy that Grillo Investment Management, LLC may use, or the success of any program.
52 
Midstream Marketing
DECEMBER 10, 2024
Consistency is key: ensure your branding is uniform across your website, social media, emails, and marketing materials. Social Media Engagement Social media is a powerful tool for advisors to establish an online presence and reach potential clients. Always follow the rules for sharing financial information on social media.
Midstream Marketing
OCTOBER 29, 2024
This guide offers helpful tips to create a good advertising plan in the financial services area. This includes using social media, improving your SEO, and designing effective email campaigns. These tools let you plan and automate your social media posts. Social media, email campaigns, and content marketing are great options.
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Sara Grillo
DECEMBER 16, 2024
I am an outsourced CMO for companies who need regular, full service marketing blogging, social media posts, newsletters, etc. Disclaimer Grillo Investment Management, LLC does not guarantee any specific level of performance, the success of any strategy that Grillo Investment Management, LLC may use, or the success of any program.
Indigo Marketing Agency
MARCH 19, 2025
Best Ad Practices That Work for Marketing Financial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. The major media platforms, like Meta, LinkedIn, and Instagram, make money from advertisers. Stick to a single, focused message per ad.
eMoney Advisor
MARCH 22, 2023
Despite the global and market upheaval over the past few years, millions of Americans have started investing. And 60 percent of young investors (ages 18–34) began investing after 2020. 1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now.
Midstream Marketing
NOVEMBER 12, 2024
This simple practice ensures that you never miss an opportunity to make a lasting impression and potentially gain new financial advisor prospects through effective networking. Key Highlights Find new ways to get better at being a financial advisor. Discover how to create a strong online presence and use social media to attract leads.
Indigo Marketing Agency
DECEMBER 19, 2022
Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. Peter Lazaroff is the Chief Investment Officer at Plancorp, which currently manages over $5.5 Together with Rianka R. Peter Lazaroff. Ellen Rogin.
Sara Grillo
DECEMBER 11, 2023
There are a lot of people who consider their fees low but here’s a financial advisor who claims to be charging 60-80% lower fees than the “full-service” wealth management firms who are his competition. What does low fee financial advice actually look like, from the inside? Does he actually do this? Don’t be fooled!
Harness Wealth
SEPTEMBER 3, 2024
FOR IMMEDIATE RELEASE NEW YORK, NY — September 3, 2024: Harness , a New York-based fintech startup that seeks to make bespoke tax & financial advice accessible to more households, is excited to announce the appointment of Will Bressman to its Board of Directors.
Indigo Marketing Agency
DECEMBER 10, 2024
Financial advice is deeply personal, and clients want to feel understood and supported by an advisor who brings expertise and empathy, not canned, robotic responses. Whether its a blog, newsletter, social media post, or video script , your audience will feel your authenticity.
Sara Grillo
OCTOBER 21, 2022
Before we get started, I wanted to give hanks to Jonathan Grannick of Wonder Wealth , as well as other financial planners for their input. RIA firm – a Registered Investment Advisor firm registered with either the SEC or state regulators. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.
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Midstream Marketing
NOVEMBER 5, 2024
Introduction In the busy world of financial advice, it’s important to stand out. If you are a financial advisor looking to grow your client base and make a real impact, you need to learn good marketing strategies. It allows financial advisors to stand out. Clients often look for financial advice that suits them.
Sara Grillo
JANUARY 3, 2025
They have grown 25% a year on average, he estimates, in revenues over the last 5 years They dont manage investments for clients. Clients retain custody and control over their investments. If you are charging for financial advice on an hourly basis and you estimate the complexity wrong, you have misled the client.
Gen Y Planning
AUGUST 1, 2023
From social media to texts, phone calls, emails, and news alerts—it’s incredible how much information we process regularly. So when it comes to handling your finances, it’s natural to think that the information you hear repeatedly is the best advice to follow. The next step to building wealth is investing your money.
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Advisor Perspectives
NOVEMBER 13, 2023
The quality of financial advice on social media platforms such as Instagram and TikTok is up for debate. But it’s not debatable that many younger investors turn to those platforms for investing advice. They also use those platforms to voice their opinions on specific stocks.
Good Financial Cents
APRIL 19, 2023
The best way to start making passive income in investing in real estate. Because you can invest as little as $10 into a company named Fundrise and start generating passive income asap. Because you can invest as little as $10 into a company named Fundrise and start generating passive income asap. Investing for speculation.
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Truemind Capital
NOVEMBER 7, 2019
Similarly, when making investment decisions too, the halo effect plays a significant role at times. Now, even though the sector and the risk associated with it don’t agree with your financial plan, you may still go ahead and invest in it because of the halo effect this company has had on you. What causes it?
52 
Good Financial Cents
JULY 21, 2022
Investing your money can be one of the most important decisions you make in your life. Since each works a little bit differently, you should be able to find the right broker for your investment style and preferences. 0 to open, $5 to invest. $0 0 to open, $100 to invest. $0. 0 to open, $5 to invest. $0
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Sara Grillo
JANUARY 8, 2024
As many corporate employees tend to have smaller account sizes, this entire group would be shunned by the typical financial advisor who usually has high account minimums of $1MM or above. By the way, if you happen to be a small investor looking for financial advice, I have a list of advisors who are open to serving such clients.
Sara Grillo
OCTOBER 10, 2022
According to Veres, the revenue model and the value proposition are the most confusing things for the public when it comes to financial advice. The future of financial advice. Veres believes that the value proposition for a financial advisor has to be something other than, “I can manage your money.”
WiserAdvisor
OCTOBER 5, 2023
However, a vast majority of people still place their trust in human financial advisors with whom they can communicate face-to-face and receive pertinent financial advice. Advice via AI-powered robo-advisors AI-powered robo-advisors have become popular tools for managing investments.
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Carson Wealth
JULY 12, 2022
By Craig Lemoine, Director of Consumer Investment Research . We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Three broad financial planning designations include: .
BlueMind
JULY 15, 2022
There is a reason that financial compliance covers such a broad spectrum of areas that need to be regulated: without it, the markets will be in chaos. The primary cause of the 2008 global financial crisis was the deregulation of the financial industry. Not accurately disclosing the level of risk of a security to a client.
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Don Connelly & Associates
APRIL 3, 2023
Clearly, the financial advisory industry is undergoing a major transformation. Technological advances and the democratization of investing has virtually commoditized financial advice to the detriment of advisors who continue to languish in brand obscurity.
Indigo Marketing Agency
AUGUST 23, 2023
After facing the challenges of a post-2008 financial crisis world, many have thrived as entrepreneurs and in higher career roles. Over the next decades, they will inherit the roles of previous generations in investments and real estate, necessitating financial advisors to guide their financial growth.
Sara Grillo
DECEMBER 22, 2023
But before we get to the podcast… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Check out this blog I wrote about all the BS financial advisor awards. Don’t be fooled!
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? Federal statutory law: Section 206.
Zoe Financial
MARCH 19, 2025
Why We Get Financially Frozen The human brain wasnt designed to process an endless flow of financial information. Yet, with social media platforms like YouTube (where 21% of respondents get financial information), we are constantly bombarded with conflicting messages about investing, budgeting, and retirement.
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eMoney Advisor
FEBRUARY 9, 2023
Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Focus on short-term goals.
The Big Picture
MAY 7, 2024
She had very senior roles at places like Yahoo, Pinterest, demand Media Business Week. She has a number of investments as as really a entrepreneur and a venture investor. That led to their investment. Microsoft’s investment in Facebook. And then we’d write that content and it was called Demand Media.
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