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Tuesday links: acute inefficiencies

Abnormal Returns

Strategy What investing lessons can we cull from the downfall of SVB? ft.com) Social media will change any future financial crisis. news.crunchbase.com) Y Combinator is getting out of the business of late state investing. cnbc.com) VCs are beating the bushes to invest in AI startups. growth over the past year.

Startup 244
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The New Rules of SEO: How AI Is Changing Visibility for Financial Advisor Websites

FMG

Financial Advisor Websites and the Changing SEO Landscape Staying visible online is more challenging than ever, especially for financial advisor websites. AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors.

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Financial Advisor Marketing to Millennials: Reach Success

Midstream Marketing

Because of this, many are delaying plans to buy homes and become financially independent, unlike older generations who may have had different financial paths. Still, these challenges also create new chances for financial advisors. Millennials need help with budgeting, investing, and managing debt.

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Navigating the Broker/Dealer vs. Investment Advisor Landscape

Tobias Financial

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.

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Navigating the Broker/Dealer vs. Investment Advisor Landscape

Tobias Financial

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.

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Seminar Marketing for Financial Advisors

Indigo Marketing Agency

Lead Generation & Thought Leadership Financial seminar promotion is one of the best lead-generation strategies for financial advisors. Social Media & LinkedIn Outreach Platforms like Meta (Facebook & Instagram) and LinkedIn allow you to target potential attendees based on interests, job titles, and demographics.

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Focus on Budgeting to Attract Mass Affluent Clients

eMoney Advisor

Generally, a mass affluent client has investable assets between $100,000 and $1 million. These individuals are often underserved by traditional investment firms because they lack the assets to meet minimum requirements. To find mass affluent clients who are looking for financial planning services, show up where they spend time.