Nerd's Eye View

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance.

Education 246

Education CFP Certification License 246

Nerd's Eye View

JUNE 5, 2023

Welcome to the June 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 245

Risk Tolerance Retirement License Retirement Planning 245

Midstream Marketing

DECEMBER 7, 2024

Introduction In todays world, financial advisors need good tools for marketing automation to do well. A strong chance for these advisors is the partnership between AdvisorStream , a leading digital marketing platform, and Broadridge Financial Solutions. They ensure that all messages meet industry regulations.

Compliance 52

Compliance Financial Advisor Clients Communication 52

Nerd's Eye View

SEPTEMBER 26, 2022

The financial advisory industry is not immune to the same problems faced in Akerlof’s used-car market. In his paper, Akerlof suggests three strategies that could be used to counteract the effects of quality uncertainty and increase consumer confidence: licensing, quality guarantees, and branding.

Financial Advice 130

Financial Advice Financial Planner License Financial Advisor 130

Leading Advisor

JUNE 5, 2023

Summary of the Job Description for Licensed Executive Assistant : Who you are Who we are What will you do What we offer Your Qualifications Questions?… … The post Job Description for Licensed Executive Assistant appeared first on Leading Advisor - Simon Reilly.

License 52

License Financial Advisor 52

Nerd's Eye View

NOVEMBER 8, 2022

Welcome back to the 306th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Cean Kenefick-Rogers. Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households.

License 130

License Consulting Financial Advisor Insurance 130

Million Dollar Round Table (MDRT)

FEBRUARY 4, 2024

By Bryce Sanders Like every profession, people believe in misconceptions about financial advisors and insurance agents. This likely involves financial planning, presenting a proposal addressing their issues, making investments, and meeting periodically to review performance and progress. They do not know licenses are needed.

License 111

License Insurance Financial Advisor Financial Planning 111

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors. 56 Capital Partners www.56capitalpartners.com

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

JUNE 2, 2022

There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. I’m keeping a running tally of these BS advisor ranking lists and please let me know if there are any I am missing, I’ll put them on my hit list. I am a CFA® charterholder and financial advisor marketing consultant.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Carson Wealth

DECEMBER 20, 2022

Financial advisors and wealth managers help identify and develop a plan designed to meet their clients’ financial goals. Financial advisors can help their clients through one major life challenge or weave together a comprehensive strategy. What Is a Financial Advisor? . What Are Fiduciary Advisors?

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Retirement Planning 52

Indigo Marketing Agency

AUGUST 13, 2024

Being a financial advisor is a lot of things, but it’s not glamorous. Consider a financial advisor with 100 existing clients averaging $1M in assets each. For step-by-step information and strategies to take your email marketing to the next level, take a look at The Ultimate Guide to Email Marketing for Financial Advisors.

Financial Advisor 52

Financial Advisor Strategic Planning Media Communication 52

International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

International College of Financial Planning

SEPTEMBER 3, 2021

Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Million Dollar Round Table (MDRT)

JUNE 18, 2023

Robert, a financial advisor in North Carolina, came to me after he had tried most of these. He’s an investment advisor representative and CFP with life and health insurance licenses. They tell me why they don’t want to reach out to their warm market or how they hate asking for referrals.

Financial Planner 98

Financial Planner License Advertising Investment Advisor 98

Sara Grillo

FEBRUARY 12, 2024

There’s nothing I hate worse than when I see a financial advisor chase around a CPA or estate attorney, only to get taken, referring their clients to them with zero reciprocity. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

Financial Advisor 105

Financial Advisor Consulting Clients License 105

WiserAdvisor

MARCH 16, 2023

This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. Finding the right financial advisor or firm is critical for the success of your future financial plans.

License 80

License Financial Advisor Investment Advisor Certification 80

Midstream Marketing

FEBRUARY 13, 2021

As someone who has devoted a large part of my life to helping financial services professionals generate leads and empower their marketing strategies, I’m well aware that RIAs in particular are ALWAYS looking for new sources of financial advisor leads. The Importance of Perspective in Lead Generation for Financial Advisors.

Financial Advisor 52

Financial Advisor Clients Assets Financial Services 52

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Join the Transparency Advisor Movement.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out. When advisors share valuable content for a specific target audience, they can attract new clients. By tracking key metrics, advisors can adjust their strategies. Introduction In today’s world, financial advisors must be strong online.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

FMG

DECEMBER 22, 2022

I wanted to emulate a brand that made people FEEL a certain way, and I didn’t see any other advisors creating the feeling I wanted. I followed realtors, lenders, creators, speakers, as well as non-licensed money bloggers to get some great ideas. The post Financial Advisor Showcase: Money Maven Financial appeared first on FMG Suite.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

FMG

FEBRUARY 2, 2023

For today’s Financial Advisor Website Showcase, we are joined by Harrison Till of Till Advisory and Capital. I spent 10 years at BAML learning the business, getting licensed, building relationships, and growing personally/professionally. Modernize Your Website Your website is the most public expression of your brand.

Financial Advisor 52

Financial Advisor Communication Clients Financial Planning 52

Carson Wealth

APRIL 4, 2024

This might also be a good time to begin attending meetings with your parents’ financial advisor. Some adult children are hesitant to ask to join these meetings, but let me reassure you that a good advisor will welcome your participation. And don’t forget to prioritize your own self-care and financial needs.

Management 137

Management Healthcare Medical Estate Planning 137

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Below are the different kinds of financial advisors you may choose from: 1. Need a financial advisor?

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

FMG

APRIL 19, 2023

Video marketing has become beneficial to any financial advisor’s marketing portfolio. Whether it’s editing together an eye-catching commercial or long-form content, video has become an essential tool in any financial advisor’s marketing repertoire. While it is nice to have, it is not at all necessary.

Financial Advisor 52

Financial Advisor Marketing Marketing License 52

Sara Grillo

JUNE 20, 2022

If you are thinking about becoming an Edward Jones financial advisor, STOP and read this blog ASAP! This is the true story of Nathan Penha, a former financial advisor with Edward Jones – you’ll hear the real story about what it’s like from someone who spent six years there. Why do so many EJ reps fail?

Financial Advisor 52

Financial Advisor Sales Commission Clients 52

Advisor Perspectives

APRIL 15, 2024

It is safe to say that the discomfort around Tax Day likely ranks right up there with your annual physical or renewing your driver’s license. April 15 is undoubtedly one day that is not enthusiastically celebrated by most people.

Taxes 45

Taxes Financial Advisor License 45

Tucker Advisors

SEPTEMBER 14, 2021

5 Financial Advisor Branding Tips You Can Implement Today. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. For financial advisors, it is important to use mechanisms that allow you more time to meet with clients and write business. At Tucker Advisors, we believe in marginal gains.

Financial Advisor 52

Financial Advisor Clients Accounting Numbers 52

FMG

AUGUST 3, 2022

Social media involves interacting with clients, potential prospects and other financial advisors. Which I don’t believe any financial advisors would have a problem with. There are certain aspects for a financial advisor to consider before selecting the images that they wish to share.

Media 98

Media Financial Advisor License Numbers 98

Zoe Financial

FEBRUARY 21, 2023

Depending on your situation, you may need the help of a financial advisor or an accountant. Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Depending on your situation, you may need the help of a financial advisor or an accountant.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Sara Grillo

AUGUST 26, 2024

Here’s this year’s joust which got a leeetle bit rowdy as these financial advisors hash it out. I am a CFA® charterholder and I used to be a financial advisor. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

License 52

License Certified Financial Planner Financial Advisor CFP 52

Sara Grillo

MAY 10, 2024

.” I’ve heard iterations of this: I’m a CPA and financial advisor, and my best tax return client just hired someone else to do their retirement planning. I’m a CPA and financial advisor, and my best AUM client just hired someone else to do their tax return.

Clients 52

Clients License Retirement Planning Financial Advisor 52

James Hendries

JULY 13, 2022

When times are turbulent, the surest path toward progress remains sound financial advice from dedicated professionals who have logged many hours in similar conditions. Please reach out to your trusted financial advisor with any questions. Insurance products are offered through LPL or its licensed affiliates.

Investment Advisor 98

Investment Advisor Banking License Insurance 98

Harness Wealth

FEBRUARY 19, 2025

Ensure BOI reporting compliance and remain updated with the latest BOI regulations with a tax advisor from Harness. Get started Harness makes it easy to find tax and financial advisors best suited to your needs. Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Carson Wealth

JULY 12, 2022

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). He is a flat fee advisor; not a licensed insurance agent. Let’s talk about it.

Insurance 59

Insurance Retirement Financial Advisor License 59

Good Financial Cents

JULY 11, 2022

I mentioned earlier how I created an online course for financial advisors who want to take their business online. Since I’m a financial advisor who also blogs, this made a lot of sense to me. To get started, you’ll need to pass a background check and have a valid driver’s license and auto insurance.

Financial Advisor 116

Financial Advisor Accounting Insurance Media 116