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 (..)

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Financial Planner Financial Advice Financial Advisor Tax Planning 246

Abnormal Returns

OCTOBER 2, 2023

wsj.com) 5%+ yields make financial advice a tougher sell. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media The tendency for AI models to 'hallucinate' is not great for critical financial applications. The question is how.

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Financial Advising Financial Advice Economy Media 279

Nerd's Eye View

MARCH 27, 2023

Accordingly, promoting the brand of the CFP marks to the public can be a good way for advisors to boost their own personal brands in the minds of consumers, and at the same time serve to promote recognition of CFP certification more broadly as a sign of high-quality financial advice (and supporting CFP Board’s own publicity efforts).

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CFP Clients Certification Financial Advice 246

The Big Picture

SEPTEMBER 16, 2022

Many who had passed – speakers, sponsors, media – were already asking about next year’s event. Amid heat and motorcycles, Ritholtz and Robasciotti kick off new Future Proof ‘festival’ (Financial Planning, September 11, 2022). The post RIP Financial Conferences appeared first on The Big Picture.

Financial Planning 340

Financial Planning Financial Advice Food Financial Advisor 340

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.

Financial Advisor 95

Financial Advisor Media Clients Planning 95

Nerd's Eye View

OCTOBER 6, 2022

When it comes to politically charged discussions, financial advisors generally try to stay neutral and focus on providing clients with objective financial advice. Some clients may be internalizing fears arising from what they see and hear in the media.

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Clients Financial Advisor Financial Advice Financial Planning 246

Nerd's Eye View

JULY 28, 2023

Also in industry news this week: The SEC released a proposal that would require firms to take steps to eliminate or neutralize conflicts of interest when using predictive data analytics tools with clients A recent study found that financial advisors remain the top source of financial advice for consumers, with social media coming in well behind From (..)

Financial Planner 246

Financial Planner Financial Advisor Retirement Planning Financial Advice 246

Nerd's Eye View

MAY 15, 2023

But despite this history of technological advances actually benefiting the financial advisory industry, the emergence of powerful Artificial Intelligence (AI) systems, such as ChatGPT, has raised fresh questions about the future of human-provided financial advice.

Financial Advisor 246

Financial Advisor Financial Planning Financial Advice Clients 246

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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Financial Advice Media Investing Investments 182

Nerd's Eye View

FEBRUARY 26, 2024

In the early days of the financial advice industry, an advisor's options for generating new business were somewhat limited.

Marketing 245

Marketing Marketing Sales Clients 245

Midstream Marketing

NOVEMBER 5, 2024

Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. It’s key to develop a social media strategy that matches your target audience and has achievable goals. Social media and social platforms are powerful tools. What problems do they face?

Media 52

Media Financial Advisor Marketing Marketing 52

Sara Grillo

JULY 10, 2023

Financial advisors are skeptical that you can actually get leads from social media. Today we’ll be talking to Thomas Kopelman , co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from financial advisor social media look like a piece of cake! And now onto the blog!

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

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. Right now, few of them use advisors regularly.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

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. This helps them draw in new clients who need financial advice.

Investment Advisor 52

Investment Advisor Investing Investments Ethics 52

eMoney Advisor

MARCH 22, 2023

1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. In fact, the Fidelity Investments 2022 Investor Insights Study found that 63 percent of GenY and Gen Z believe working with an advisor is key to achieving financial success.

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Financial Advice Clients Financial Planning Assets 84

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.

Marketing 52

Marketing Marketing Media Engineering 52

Sara Grillo

SEPTEMBER 18, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. I am an irreverent and fun marketing consultant for financial advisors.

Financial Advice 59

Financial Advice Financial Advisor Communication Consulting 59

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!

Financial Advisor 59

Financial Advisor Financial Advice Wealth Management Consulting 59

Don Connelly & Associates

OCTOBER 23, 2023

They will be more educated and more ambitious than their generational predecessors, and they will be starving for financial advice.

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Financial Advisor Financial Advice Education Media 52

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%. She was also named a Top 10 Financial Advisor by Investopedia. She was also named one of Investopedia’s Top 100 Financial Advisors in 2022.

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Financial Advisor CFP Financial Services Education 116

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.

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Financial Services Financial Advice Compliance Startup 52

Harness Wealth

JUNE 17, 2024

About Harness Founded in 2018, Harness seeks to make bespoke tax & financial advice accessible to more households and small businesses by curating a community of innovative advisory firms and powering them with a modern practice platform. He earned a B.A.

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Engineering Startup Taxes Financial Advice 64

FMG

JANUARY 3, 2023

We hope that everyone has had a great start to 2023, and to kick the year out right we rounded up five of our top marketing articles for the week, including SEO tips, how to optimize your existing content to rank higher, using social media to build an online presence and more. . Think about branding for your social media presence.

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Media Financial Advice Engineering Clients 52

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.

Financial Advice 40

Financial Advice Media Investments Investing 40

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.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

FMG

OCTOBER 6, 2022

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. That’s a lot of financial advice and staff to manage — not to mention a lot of names, anniversaries, and meetings to remember. Social Media Tools.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

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.”

Financial Advisor 52

Financial Advisor Financial Advice Financial Planning Fee Only 52

FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

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.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Harness Wealth

AUGUST 13, 2024

Media Contact Nate Eldridge neldridge@harnesswealth.com About Harness Founded in 2018, Harness seeks to make bespoke tax & financial advice accessible to more households and small businesses by curating a community of innovative advisory firms and powering them with a modern practice platform. As always, Inc. About Inc Inc.

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Startup Taxes Media Recruitment 52

Sara Grillo

NOVEMBER 25, 2024

I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. There is a special emphasis on clear disclosure of services and their related fees. The Transparency Movement is the future of the industry – we welcome anyone who believes in our values to join us.

Insurance 52

Insurance Financial Advisor Consulting Clients 52

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.

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Financial Planning Accounting Planning Financial Advisor 64

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.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

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. Every day, you’re inundated with information. Well, not quite.

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Insurance Retirement Clients Financial Advice 98

Sara Grillo

OCTOBER 21, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. Join the Transparency Advisor Movement. For marketing tips in the transparency age….

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Insurance Financial Planner Fee Only Financial Advisor 98

FMG

FEBRUARY 22, 2023

For that reason, we’ll be taking a look at what marketing tactics financial advisors use, and how it’s worked out for them. Social Media Dustin DeFranco, founder of DeFranco Financial , is a big believer in Facebook and genuine community involvement. 5 Marketing Tactics Bringing Real Results 1.

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Marketing Marketing Financial Advisor Media 52

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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Management Financial Advice Financial Advisor Risk Tolerance 45