Nerd's Eye View

JULY 11, 2023

Welcome back to the 341st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thor McIlrath. Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households. Read More.

Clients 189

Clients CFP Financial Advisor Education 189

BlueMind

APRIL 19, 2022

Independent financial advisors are no exception to that. How Financial Advisors Can Make the Most of Digitization A research was conducted by the National Academy of Sciences which was published on July 28, 2020. However, finance, professional services, and real estate-related businesses were impacted a lot less.

Financial Advisor 52

Financial Advisor Professional Services Clients Recruitment 52

Indigo Marketing Agency

JUNE 17, 2024

But how can we pump up the persuasion and turn your professional service into more than just an idle web page they glanced at for 12 seconds? The beauty of the sales funnel is that it corrects the most glaring problem in most advisors’ follow-ups: consistency. Answer: the sales funnel. What’s a Sales Funnel?

Financial Advisor 52

Financial Advisor Sales Professional Services Clients 52

Indigo Marketing Agency

SEPTEMBER 9, 2020

I released my latest book, The Marketing Guide For Financial Advisors , about a year ago. But I’m happy to report that The Marketing Guide For Financial Advisors has received glowing reviews since its release. I want to take this time to share some reviews with you, so you know why advisors find it so valuable.

Financial Advisor 52

Financial Advisor Marketing Marketing Engineering 52

Indigo Marketing Agency

APRIL 3, 2024

You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. Do you choose: Newspaper ad Radio spot Billboard Phonebook ad (Remember…there IS a right answer!) A smart financial advisor would invest in the phonebook ad every time.

Financial Services 52

Financial Services Financial Advisor Advertising Engineering 52

Indigo Marketing Agency

SEPTEMBER 16, 2024

The Power of Video Marketing for Financial Advisors Video content has become one of the easiest and most impactful ways for advisors to share their expertise. For financial advisors, incorporating video into your strategy can make all the difference when it comes to client retention and attracting new prospects.

Planning 52

Planning Marketing Marketing Financial Advisor 52

BlueMind

FEBRUARY 11, 2022

Client onboarding is one long and painfully exhausting process with which every financial advisor around the globe would unanimously agree. Here Comes Digital Documentation It is no wonder financial advisors dread the paperwork. Therefore, digital documentation can be very critical for the onboarding process.

Compliance 52

Compliance Financial Advisor Clients Electronics 52

Indigo Marketing Agency

FEBRUARY 24, 2024

Keyword Research and Optimization We’ve all turned to Google to find answers to pressing questions or seek out professional services nearby. That’s why Search Engine Optimization (SEO) is crucial for financial advisors aiming to attract organic traffic.

Wealth Management 52

Wealth Management Management Engineering Marketing 52

Harness Wealth

FEBRUARY 27, 2023

And then, for more medium-term planning, some broader questions for you to consider with a tax advisor (and possibly a financial advisor as well): What is the most tax-advantageous schedule for you to exercise options and sell shares over the course of several years?

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Darrow Wealth Management

NOVEMBER 5, 2024

professional services, consulting, law, health, financial services, farming, among others). Strongly consider engaging a personal team of tax and financial advisors to help guide you through the process. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor.

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Taxes Wealth Management Tax Planning Assets 62