Nerd's Eye View

NOVEMBER 11, 2024

To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development. However, with the range of potential solutions, it can be difficult to know where to begin.

Marketing 246

Marketing Marketing Communication Engineering 246

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Nerd's Eye View

OCTOBER 29, 2024

Welcome to the 409th episode of the Financial Advisor Success Podcast ! Welcome, everyone! My guest on today's podcast is Travis Hornsby. Read More.

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

Nerd's Eye View

NOVEMBER 19, 2024

Welcome to the 412th episode of the Financial Advisor Success Podcast ! Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. Welcome everyone! Read More.

Clients 244

Clients Financial Advisor Business Planning Taxes 244

Wealth Management

JULY 3, 2023

Wise Rhino Group’s quarterly report highlights importance of convergence, scale and integration.

Financial Advisor 315

Financial Advisor Marketing Marketing 315

Wealth Management

JUNE 2, 2023

Financial advisors can focus on marketing outreach, technology and talent to take advantage of opportunities to grow their business.

Financial Advisor 264

Financial Advisor Marketing Marketing 264

Nerd's Eye View

JANUARY 7, 2025

Welcome to the 419th episode of the Financial Advisor Success Podcast ! Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone! Read More.

Investing 240

Investing Investments Clients Risk Tolerance 240

Midstream Marketing

JANUARY 19, 2025

Key Highlights Discover the evolution and importance of digital marketing in the financial sector. Learn about essential tools, platforms, and strategies for successful digital marketing. Follow a structured step-by-step guide to launching and measuring the success of your digital marketing strategy.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

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

JUNE 10, 2024

The first half of 2024 has been a solid start for most advisory firms, with markets enjoying moderate growth (a pleasant follow-through after a particularly strong 2023!), client retention rates remaining robust, and at least a bit of client referral growth trickling in.

Financial Advisor 246

Financial Advisor Financial Planner Clients Communication 246

Indigo Marketing Agency

MARCH 17, 2025

How Ivn Mendoza Scored a $5 Million Call With Financial Advisor Marketing Services You might think our niche in financial advisor marketing services has a small audience. But did you know there are more than 241,225 financial advisors currently employed in the United States?

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

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

Prosperity Coaching

OCTOBER 29, 2024

Why a Solo Retreat is Great for Annual Business Planning for Financial Advisors: Today let’s plan your biggest success as a financial advisor in all the years you have been in the business by A.Planning a solo retreat, and B.Learning strategies for income growth.

Business Planning 93

Business Planning Financial Advisor Planning Clients 93

Nerd's Eye View

JUNE 12, 2023

While 2023 got off to a bumpy start for many advisory firms, still smarting from a rough prior year of market returns (and volatile revenue), a relative return to ‘normalcy’ means that for most, the advisory business has reached whatever its new post-pandemic normal will be.

Financial Advisor 246

Financial Advisor Financial Planner Professional Services Clients 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

Nerd's Eye View

APRIL 2, 2025

For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. One way that advisors can help bridge this gap is by using Historical Market Visualization (HiMaV) as a more intuitive alternative for illustrating retirement income strategies.

Retirement 130

Retirement Clients Retirement Planning Marketing 130

Wealth Management

MAY 23, 2024

Financial advisors were split on the current state of the economy, while a majority held a positive view of the stock market in April, according to WealthManagement.com's Advisor Sentiment Index.

Economy 286

Economy Financial Advisor Marketing Marketing 286

Midstream Marketing

DECEMBER 28, 2024

Key Highlights Are you a financial advisor and a business owner looking to stand out? Guerrilla Marketing , as stated by Morgan James Publishing, might be just what you need. This unique way of marketing focuses on being creative and making a big impact without a big budget.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

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. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

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 67

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 67

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

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 Taxes 98

Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor?

Financial Advisor 61

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

Nerd's Eye View

NOVEMBER 29, 2024

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).

Financial Planner 246

Financial Planner Financial Advice Retirement Financial Advisor 246

Wealth Management

JUNE 26, 2024

According to the Advisor Sentiment Index, financial advisors are feeling better about the prospects of the stock market, even as their view of the overall economy dims slightly.

Marketing 259

Marketing Marketing Financial Advisor Economy 259

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

Indigo Marketing Agency

JANUARY 28, 2025

Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 2025 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! FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Indigo Marketing Agency

DECEMBER 11, 2024

How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls.

Financial Advisor 52

Financial Advisor Communication Media Clients 52

Wealth Management

NOVEMBER 26, 2024

In the weeks leading up to November’s election, financial advisors were largely positive on the state of the economy and the stock market, according to the monthly Advisor Sentiment Index.

Economy 258

Economy Financial Advisor Marketing Marketing 258

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

Nerd's Eye View

SEPTEMBER 5, 2023

Welcome back to the 349th episode of the Financial Advisor Success Podcast ! Olivia is the Founder of Lexicon Advisor Marketing, a virtual outsourced digital marketing company that specializes in working with financial advisors to generate a steady flow of prospects.

Financial Advisor 245

Financial Advisor Marketing Marketing Media 245

Wealth Management

JANUARY 2, 2025

Bill Good and Frantz Widmaier of Bill Good Marketing offer advice on the value of content, the referral process, building strategic partnerships, CRMs and technology, and more.

Financial Advisor 264

Financial Advisor Marketing Marketing 264

Wealth Management

MARCH 25, 2025

Advisor optimism in the stock market and the economy both took notable downturns in February, according to WealthManagement.com's monthly Advisor Sentiment Index.

Financial Advisor 215

Financial Advisor Economy Marketing Marketing 215

Wealth Management

JANUARY 3, 2025

Atlas Financial Advisors falsely claimed Morningstar had verified and validated the hypothetical performance of its proprietary Portfolio Shield strategies,according to the SEC. It is the Commission's latest enforcement action stemming from recently implemented RIA marketing rules.

Portfolio 264

Portfolio Commission Financial Advisor Marketing 264

Nerd's Eye View

JANUARY 17, 2025

Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Financial Advisor 246

Indigo Marketing Agency

FEBRUARY 19, 2025

5 Proven Marketing Strategies for Financial Advisors to Boost Client Acquisition In her classic hit song Nothing Can Come Between Us, Sade was right when she sang, Its about trust. The number-one objective financial advisors must have in their online marketing efforts is to build TRUST with their audience.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52