Nerd's Eye View

APRIL 30, 2024

Welcome to the 383rd episode of the Financial Advisor Success Podcast ! Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households. Welcome everyone! My guest on today's podcast is Troy Sharpe.

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Nerd's Eye View

SEPTEMBER 10, 2024

Welcome to the 402nd episode of the Financial Advisor Success Podcast! Welcome everyone! My guest on today's podcast is John Mason. John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households. Read More.

Financial Advisor 130

Financial Advisor Clients Fee Only Government 130

Million Dollar Round Table (MDRT)

APRIL 30, 2024

By Bryce Sanders Many financial advisors and life insurance agents are natural talkers and storytellers. If this is you, public speaking might be an ideal strategy to raise your visibility as a financial and insurance professional, keeping you top of mind when people in the community want an insurance agent or financial advisor.

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Compliance Financial Advisor Insurance Marketing 93

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

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

Nerd's Eye View

DECEMBER 20, 2022

Welcome back to the 312th episode of the Financial Advisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. My guest on today's podcast is Emily Rassam.

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Financial Advisor Financial Planning Planning Financial Planner 245

Nerd's Eye View

SEPTEMBER 6, 2022

Welcome back to the 297th episode of the Financial Advisor Success Podcast ! Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. My guest on today's podcast is Andy Panko. Read More.

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Tax Planning Financial Advisor Retirement Clients 246

Prosperity Coaching

FEBRUARY 17, 2022

Financial Advisors Attracting Retirees: When I ask financial advisors “Who is your target market?” The post Financial Advisors Attracting Retirees and Retired Couples appeared first on The Prosperous Advisor Coaching Blog. Use these tips to market yourself as the obvious choice for retirees.

Financial Advisor 52

Financial Advisor Retirement Marketing Marketing 52

Nerd's Eye View

DECEMBER 13, 2022

Welcome back to the 311th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Terry Parham Jr. Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households.

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Indigo Marketing Agency

DECEMBER 18, 2019

Why Do Financial Advisors Benefit From Working With Marketing Companies? Most financial advisors don’t have a lot of time to devote to their marketing strategy. That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. . Websites for Financial Advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Compliance 52

Sara Grillo

NOVEMBER 11, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” They’re not going to like me if I go out there and say I’m a financial advisor for dentists.”

Clients 59

Clients Financial Advisor Marketing Marketing 59

Million Dollar Round Table (MDRT)

APRIL 30, 2023

By Bryce Sanders Financial advisors need new clients. Financial advisors, coaches and other experts often offer systems for this. Many agents and advisors announce they only add new clients through referrals. Now imagine you did a seminar targeting the general public and you filled the room. Probably not.

Financial Advisor 87

Financial Advisor Clients Retirement Planning Communication 87

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

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Clients Financial Planning Financial Planner Communication 233

BlueMind

JANUARY 31, 2022

Once you have stepped into the field as a financial advisor, the biggest challenge you will come to face as a new player is building your client list from scratch. Share insights into the various challenges that your clients commonly face and require a financial advisor to guide them. Category: Business Growth.

Financial Advisor 52

Financial Advisor Clients Communication Accounting 52

Indigo Marketing Agency

JUNE 16, 2021

In this article, we’ll go over: 9 top-performing webinar topic ideas for financial advisors A behind-the-scenes look at our webinar process and how we’ve used it to help some advisors land their biggest clients yet. If it’s too broad, it’ll blend in with everyone else. This is where all the magic happens.

Financial Advisor 52

Financial Advisor Communication Compliance Retirement 52

Prosperity Coaching

DECEMBER 1, 2021

Financial Advisor Referral Scripts Galore. Financial advisor referral scripts: Why is asking for referrals so stressful? The post Financial Advisor Marketing Ideas: Referral Scripts Galore appeared first on The Prosperous Advisor Coaching Blog. Why do we get flustered and awkward with our words?

Financial Advisor 40

Financial Advisor Marketing Marketing Clients 40

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

Million Dollar Round Table (MDRT)

JUNE 18, 2023

Often, they’ve already spent a lot of money on advertising, local sponsorships, expensive dinner seminars, training from top advisors and so forth — all with poor results. Robert, a financial advisor in North Carolina, came to me after he had tried most of these.

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Financial Planner License Advertising Investment Advisor 82

Midstream Marketing

AUGUST 13, 2024

Key Highlights A good marketing plan is important for financial advisors. This guide shows key strategies to build a financial advisor marketing plan. You can find useful tips for email marketing, being active on social media, networking, and hosting seminars to reach more people.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Indigo Marketing Agency

AUGUST 24, 2020

Marketing for financial advisors can be frustrating because no one really tells you what works and what doesn’t. When I talk to advisors who are investing heavily in their marketing and not seeing results, I often find out they’re paying exorbitant prices for certain services. 6,000 per event for dinner seminars.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Indigo Marketing Agency

APRIL 23, 2020

Marketing In A Crisis For Financial Advisors (Free Webinar). The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

FEBRUARY 27, 2024

In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). While at University of Kentucky, Steve taught several financial literacy seminars.

Financial Advisor 52

Financial Advisor Clients Tax Planning Wealth Management 52

eMoney Advisor

FEBRUARY 23, 2023

Here are some of the most common referral sources for financial professionals: Your current clients: One of the best referral sources for financial advisors is their network of existing clients. Maximize your clients’ experiences and turn them into advocates to increase the number of quality referrals you get from them.

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Financial Planner Recruitment Clients Financial Advisor 118

FMG

SEPTEMBER 16, 2022

Most financial advisors start with hosting educational events because they are a way to show your knowledge and help a wider array of individuals that may be outside of your regular clients. As a result, anyone can join in on the fun, no matter where in the world they are. Educational Events.

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Clients Food Education Retirement Planning 108

International College of Financial Planning

MAY 30, 2023

Attending financial literacy workshops and seminars Financial literacy workshops and seminars offer a more structured and interactive learning experience. By attending these events, you can gain valuable insights from financial experts, ask questions, and engage in discussions with like-minded individuals.

Retirement Planning 40

Retirement Planning Education Risk Management Budgeting 40

FMG

OCTOBER 2, 2023

Video marketing is one of the most powerful tools for financial advisors. However, many financial advisory firms have hesitated to start utilizing video marketing – either not knowing how to start or believing that it wouldn’t be a good investment of their time since their prospects aren’t spending time on YouTube.

Financial Planner 52

Financial Planner Financial Advisor Engineering Clients 52

International College of Financial Planning

NOVEMBER 16, 2023

The CFP Board mentions in their guide that some financial advisors use social media to peek into their clients’ financial habits and priorities. By paying attention to clients’ posts, advisors can understand what matters to them, strengthening the professional bond.

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Certified Financial Planner Financial Planner Ethics CFP 52

International College of Financial Planning

APRIL 20, 2022

To become a financial planner, you’ll need a combination of education, experience, and certifications. Financial advisor qualification The first step to becoming a financial planner is to get a college degree. Experience In addition to a college degree, you’ll need some experience in the financial industry.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

Fortune Financial

JANUARY 11, 2024

Offer Financial Wellness Programs Financial Education Workshops: Organize workshops and seminars covering budgeting, investment basics and retirement planning. Fortune Financial experts customizes financial workshops around your firm’s requirements to provide employees the information needed to make the best financial decisions.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Steve Sanduski

JANUARY 5, 2023

For advisor roles, I developed a “ Financial Advisor Career Path to Partnership ” roadmap that shows 5 levels from Paraplanner to Partner and the education, experience, responsibilities, expectations, and compensation at each level. Download my Financial Advisor Career Path to Partnership roadmap for free here.

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Clients Financial Advisor Investments Investing 52

WiserAdvisor

MAY 31, 2022

You can reach out to a professional financial advisor to help you in safely managing and growing your finances and avoiding offers/investments that may seem risky or fishy. If you get a free lunch from a salesperson at a seminar or event, take their material (brochures, pamphlets, etc.) home and read it thoroughly.

Investing 52

Investing Investments License Accounting 52

Indigo Marketing Agency

MAY 5, 2020

About Your Presenters: Claire Akin, MBA Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving top independent financial advisors. She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing. I used to be an advisor with LPL Financial.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

The Big Picture

DECEMBER 5, 2023

And I took a freshman seminar with him because I needed a course and he became a mentor and he once asked me what you just asked me, and I explained to him, get the CPA get the law degree, I’d always be employable. But Chuck was their senior financial advisor. It, it’s a serendipitous series of things.

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Management Investing Investments Numbers 173

The Big Picture

JUNE 6, 2023

I’ve always thought of you as like a financial advisor, but on the show, It’s almost like you’re a therapist/counselor. So I did this for a year and a half nobody virtually nobody came like 10 people, and I finally said, I was a cocky college kid, I go, you know what the world needs to hear what I know.

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Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

NOVEMBER 19, 2024

But yeah, and, and also we, when I present this in ac academic seminars and later today I am meeting some Caltech people, we talk about this famous saying from Warren Buffett, I believe when people are afraid, be greedy, when people are greedy, be afraid. So this, the rational is really in, in there, literally.

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Economics Math Numbers Marketing 162