Nerd's Eye View

OCTOBER 30, 2023

After several years of turmoil caused by the pandemic, financial advisor conferences seem to have found a "new [post-pandemic] normal", with events once again growing (some already surpassing their pre-pandemic highs). As a result, I am often asked for my own suggestions of what, really, are the industry's 'best' conferences to attend.

Financial Advisor 246

Financial Advisor Numbers Budgeting Financial Planning 246

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Carson Wealth

JANUARY 8, 2025

While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.

Financial Advice 64

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 64

Nerd's Eye View

DECEMBER 16, 2024

When a financial planning firm is hiring a new employee, it naturally wants to find the best candidate to fill the role. Inclusivity starts with a firm's website and marketing materials, which can influence the pool of applicants who apply for an open position.

Advertising 246

Advertising CFP Financial Advisor Financial Planning 246

Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. It all comes down to human psychology and the relationship between markets and volatility. Lets take a poll.

Marketing 98

Marketing Marketing Financial Advisor Investments 98

Nerd's Eye View

SEPTEMBER 30, 2024

When it comes to focusing on a niche for financial advisors, business owner clients can be an appealing target as they can have complex financial planning problems ranging from cash flow management to tax planning to acquisition strategies.

Financial Advisor 243

Financial Advisor Clients Financial Planning Tax Planning 243

Midstream Marketing

OCTOBER 30, 2024

Key Highlights A referral program helps financial advisors grow their businesses. Introduction In the busy area of financial advisory services, getting new clients is important for success. Old marketing methods still have their place, but referral marketing is a better option for financial advisors today.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

OCTOBER 29, 2024

Key Highlights Millennials can benefit a lot from getting financial advice. Right now, few of them use advisors regularly. Digital marketing is very important for connecting with this tech-savvy group. You should change your marketing approach to meet the specific financial needs and interests of millennials.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

Zoe Financial

APRIL 7, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 7th, 2025 Watch Time: 5 min. Welcome to this week’s Market Drama! Stock Market Update: S&P 500: Down 9% this week, now down ~1314% YTD. For investors, this may be a time to revisit your financial plan, not to panic.

Marketing 81

Marketing Marketing Risk Tolerance Financial Advisor 81

Indigo Marketing Agency

MARCH 5, 2025

Seminar Marketing for Financial Advisors Guide to Seminar Marketing for Financial Advisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financial advisor businesses spend a great deal of their marketing efforts promoting and hosting seminars.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

DECEMBER 10, 2024

We will also explore content marketing to help you stand out in your field. Find out why personalizing your approach is important for advisors. By adopting these campaigns, advisors can achieve better results, connect with their target audience, and grow their business successfully.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Nerd's Eye View

JANUARY 16, 2024

Welcome back to the 368th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas Kopelman. Read More.

Media 246

Media Financial Advisor Financial Planning Planning 246

Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Key Highlights Find new ways to get better at being a financial advisor.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Nerd's Eye View

OCTOBER 24, 2023

Welcome to the 356th episode of the Financial Advisor Success Podcast ! Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. Welcome everyone!

Financial Advisor 246

Financial Advisor Financial Planning Planning Clients 246

Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Learn to use social media, content marketing, SEO, and more. Explore several ways to get financial advisor leads. Get advice from experts about good tools and methods for lead generation in financial services.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. Content marketing is a great strategic approach to find potential clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Carson Wealth

JANUARY 23, 2025

When it comes to managing your wealth and pursuing your financial goals, clarity can be key. Enter bucketing, a powerful strategy that helps simplify your financial planning by categorizing your assets into three time-based buckets: today, tomorrow, and the future. What Is Bucketing? Ready to start your bucketing journey?

Financial Planning 52

Financial Planning Planning Risk Tolerance Financial Advisor 52

Nerd's Eye View

MARCH 18, 2025

Welcome to the 429th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ali Nasser. Read More.

Financial Advisor 130

Financial Advisor Clients Financial Planning Taxes 130

FMG

JANUARY 23, 2025

In the competitive financial industry, staying ahead means mastering client engagement and refining marketing strategies. Marketing for financial advisors in 2025 will require a sharp focus on effective communication, personalized client experiences, and smart use of technology. as your marketing goals may shift.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. We will look at different parts of digital marketing. This will help you stand out in a busy market.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. And new leads and clients keep coming.

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Nerd's Eye View

MAY 15, 2023

From the introduction of computers to the rise of the internet to the emergence of ‘robo-advisors’, there has been no shortage of innovations that would allegedly reduce the need for consumers to work with (human) financial advisors. Read More.

Financial Advisor 246

Financial Advisor Financial Planning Financial Advice Clients 246

Nerd's Eye View

OCTOBER 23, 2024

Though in practice, while a 1% AUM fee is a common 'starting point' in the industry, the actual fee structure can vary based on the firm's approach; for example, some firms may reduce the fee for high-net-worth clients, or charge an additional fee for separate and additional services (from deeper financial planning to add-ons like tax preparation).

Clients 246

Clients Financial Advice Financial Planning Financial Advisor 246

Zoe Financial

MARCH 21, 2025

What Do Financial Advisors Do? Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. What Does a Financial Advisor Do? Optimizing tax-efficient retirement income.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Carson Wealth

JULY 3, 2024

Identify and Mitigate Risk Every business face risks, whether financial, operational or market-related. Identifying these risks early and having a plan to mitigate them can save your business from significant setbacks. Not only do these plans help you save for the future, but you are also able to defer taxes to later years.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Financial Advising 246

Financial Advising Compliance Advertising Marketing 246

Indigo Marketing Agency

FEBRUARY 8, 2025

Top 7 SEO Strategies Every Financial Advisor Needs to Know to Rank Higher on Google Its true, theres more than one way to skin a cat. The cat were referring to in the case of financial advisors is leads, booked appointments , and new clients to grow your practice. Snag our SEO Checklist for Financial Advisors here!

Financial Advisor 52

Financial Advisor Engineering Clients Financial Planning 52

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. SEO tactics, drip marketing campaigns, and online advertisements).

CFP 246

CFP Clients Certification Financial Advice 246

Nerd's Eye View

AUGUST 2, 2022

Welcome back to the 292nd episode of the Financial Advisor Success Podcast ! Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households. My guest on today's podcast is Matthew Topley. Read More.

Clients 244

Clients Financial Advisor Financial Planning Planning 244

Nerd's Eye View

MARCH 7, 2024

For many financial advisors, the traditional way of doing business has generally been based on a transaction-based service model involving functional solutions to clients' practical problems. Advisors seeking to market these higher-tier services (e.g., Advisors seeking to market these higher-tier services (e.g.,

Financial Planning 130

Financial Planning Planning Clients Marketing 130

Nerd's Eye View

AUGUST 8, 2022

Good marketing based on using impactful messages for consumers is a foundational element for many types of businesses that allows companies to define and convey their unique value. scheduling a complimentary consultation or downloading a free sample financial plan).

Marketing 241

Marketing Marketing Communication Consulting 241

Million Dollar Round Table (MDRT)

MARCH 25, 2025

By Antoinette Tuscano, MDRT senior content specialist Throughout the world, people can bypass a financial advisor and go online to buy life insurance. In some Asian countries, this reality seems particularly alarming since the life insurance market is near the saturation point. How will I stay in business?

Insurance 84

Insurance Financial Advisor Financial Planning Clients 84

Nerd's Eye View

APRIL 26, 2024

Also in industry news this week: The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements (and, potentially, lawsuits regarding their enforcement) between financial planning firms and their advisors The Securities and Exchange Commission issued (..)

Financial Planner 246

Financial Planner Commission Communication Financial Advisor 246

The Chicago Financial Planner

JUNE 13, 2022

After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. The combination of higher inflation, higher interest rates and the situation in Ukraine are all fueling this market volatility. Regardless, here are five things you should do during a stock market correction.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

Nerd's Eye View

MAY 16, 2023

Welcome back to the 333rd episode of the Financial Advisor Success Podcast ! Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs. Read More.

Valuation 246

Valuation Financial Advisor Financial Planning Clients 246

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Steve Sanduski. Samantha Russell.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

International College of Financial Planning

MARCH 12, 2025

Many influencers dont have professional financial expertise; theyre just good at marketing. Fact-check everything: Follow SEBI-registered advisors, reputed financial planners, and research from credible sources. Understand taxes: Capital gains, dividend taxes, and exit loads can eat into your returnsplan accordingly.

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Financial Planning Planning Asset Allocation Financial Advice 52