Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

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Financial Planner Financial Advice Financial Advisor Tax Planning 246

Nerd's Eye View

MAY 5, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)

Financial Planner 246

Financial Planner Financial Services Electronics Compliance 246

Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. And new leads and clients keep coming.

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Financial Planner Certified Financial Planner Marketing Marketing 96

Nerd's Eye View

JULY 28, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that RIAs appear to be building more comprehensive and more integrated tech stacks, and are benefiting from greater operational efficiencies, according to the latest Schwab RIA Benchmarking Study, with larger firms (..)

Financial Planner 246

Financial Planner Financial Advisor Retirement Planning Financial Advice 246

Nerd's Eye View

OCTOBER 13, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a new study from Herbers & Company that provides insight into the financial planning services that consumers demand the most, and which services financial advisory firms offer the most often.

Financial Planner 246

Financial Planner Financial Planning Client Management Clients 246

Nerd's Eye View

JANUARY 13, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Federal Trade Commission has proposed a nationwide ban on noncompete clauses in employee contracts, aiming to give employees more freedom to change jobs within the same industry.

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Financial Planner Retirement Planning Retirement Compliance 241

Nerd's Eye View

SEPTEMBER 22, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Investment Adviser Association has petitioned the SEC to ask the regulator to change how it defines a small adviser from one with less than $25 million under management to a firm with 100 or fewer employees.

Financial Planner 246

Financial Planner Clients Taxes Numbers 246

Nerd's Eye View

JULY 8, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with a recent study indicating that 15% of employee advisors at wirehouse firms and 7% of independent advisors affiliated with a broker-dealer are considering leaving their firm in the next one to two years.

Financial Planner 211

Financial Planner Clients Assets Management 211

Midstream Marketing

NOVEMBER 7, 2024

Key Highlights Learn how to improve your financial planner’s online visibility by using SEO and SEM wisely. Introduction In financial planning, it is key to know about search engine optimization (SEO) and search engine marketing (SEM). Digital marketing strategies are crucial for the success of financial planners.

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Financial Planner Engineering Financial Planning Budgeting 52

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. You have to focus on building trust! Read Philips full story here.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Million Dollar Round Table (MDRT)

JANUARY 14, 2025

By Jamie McIntyre, CFP It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. So with that, the message was clear: Don’t lead with a financial product as the tool that is going to help someone.

Financial Planner 98

Financial Planner Education Communication CFP 98

Sara Grillo

MARCH 11, 2024

He’s taking the world by storm as an hourly financial planner, not managing any assets just giving out powerful financial planning guidance that clients love. Kevin has thrust this aside and succeeded as an hourly financial planner based upon the strength of his logic, fairness, and commitment to the client.

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Financial Planner Fiduciary Duty Financial Advisor Clients 105

Nerd's Eye View

JANUARY 23, 2023

One way to provide such a message is to create educational content, in the form of a blog, podcast, or social media posts (or a combination of the three), on topics that are relevant to the financial lives of the types of clients the advisor is trying to reach. reposted or reshared on social media).

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Marketing Marketing Financial Planner Education 246

The Chicago Financial Planner

JUNE 13, 2022

Don’t get caught up in the media hype. I’m not discounting the great information CNBC and the rest of the financial media provides, but you need to take much of this with a grain of salt. This is a good time to lean on your financial plan and your investment strategy and use these tools as a guide.

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Risk Tolerance Marketing Marketing Financial Planner 188

The Chicago Financial Planner

FEBRUARY 3, 2022

Don’t panic and don’t let yourself get caught up in all of the media hype. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Please contact me with any thoughts or suggestions about anything you’ve read here at The Chicago Financial Planner.

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Asset Allocation Financial Planner Marketing Marketing 190

Nerd's Eye View

MARCH 27, 2023

According to the 2022 Kitces Research study, “How Financial Planners Actually Market Their Services”, advisors without the CFP marks typically spend more of their time on marketing activities relative to CFP practitioners (allowing them to spend more time on higher-value tasks).

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CFP Clients Certification Financial Advice 246

AdvisorPR

SEPTEMBER 28, 2023

Comprehensive, current, and actionable program trains members to engage with the media and use FPA MediaSource, the automated media query platform connecting financial planners and journalists. With an eye on supporting the needs of journalists, the Association introduced FPA MediaSource in 2016.

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Financial Planner Media Certified Financial Planner CFP 52

eMoney Advisor

DECEMBER 14, 2022

What were financial planners interested in reading this year? If you’re a financial advisor struggling to figure out how to grow your audience on LinkedIn, or you’d like to improve the content you’re putting out on social media forums, this article has solid suggestions. AFC®, CFT-I™.

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Financial Planner Financial Planning Retirement Clients 78

eMoney Advisor

FEBRUARY 23, 2023

Build a visible online presence: In today’s digital world, a prospective client will go to your website and social media accounts first to learn more about you and your business. An up-to-date website gives your sources of referral a place to point their clients to.

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Financial Planner Recruitment Clients Financial Advisor 118

Indigo Marketing Agency

FEBRUARY 19, 2025

Back in the day, financial planners used to be able to place ads in the local paper and Yellow Pages to get clients. Of course, this is a scenario that leaves zero time to actually serve financial practice clients and manage their money! But thats still not good enough for financial planners, given the highly regulated industry.

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Financial Services Financial Planner Advertising Financial Advisor 59

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Financial planning is an ongoing process, and it is essential to stay on top of it.

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Financial Planner Certification Education Financial Planning 52

International College of Financial Planning

OCTOBER 17, 2023

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial.

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Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Sara Grillo

MARCH 1, 2024

In this blog we discuss how to get started in financial planner marketing without spending a gazillion dollars! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. P.S. Here are some financial planner marketing blogs for you!

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Financial Planner Financial Advisor Marketing Marketing 52

International College of Financial Planning

SEPTEMBER 3, 2021

When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.

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Financial Planner Financial Advisor Certified Financial Planner Commission 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.

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Financial Advisor Planning Marketing Marketing 52

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

International College of Financial Planning

NOVEMBER 16, 2023

They’re things like writing blog posts, making videos, hosting webinars, engaging with the community, getting media coverage, and getting good reviews and referrals. It’s also important to share them on social media and guide people to your website. But remember, social media isn’t just about business.

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Certified Financial Planner Financial Planner Ethics CFP 52

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Sara Grillo

MAY 23, 2022

What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.

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Financial Planner CFP Financial Planning Education 52

Midstream Marketing

DECEMBER 6, 2024

Discover how digital strategies like AI-driven personalization and strong social media campaigns can help. Clients now want financial advice online. This means having an easy-to-use website, interesting content, and being active on social media. Clients are searching online for financial support.

Marketing 52

Marketing Marketing Media Engineering 52

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. You will learn how to use social media, content marketing, paid ads, and referral programs. Social media posts that spark conversations.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Sara Grillo

OCTOBER 21, 2022

I am an irreverent and fun marketing consultant for financial advisors. Before we get started, I wanted to give hanks to Jonathan Grannick of Wonder Wealth , as well as other financial planners for their input. What is a financial paraplanner? How do you get a job as a financial paraplanner?

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Insurance Financial Planner Fee Only Financial Advisor 98

Steve Sanduski

APRIL 8, 2025

It’s social media, it’s webinars, it’s ever-presence out there. ’ All the things that any financial planner going through a process would talk about up to and including now, pivoting over into the assets, getting truthful about where someone stands. Back when I started, you could actually call people.

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Engineering Communication Financial Planning Clients 52

Midstream Marketing

OCTOBER 29, 2024

This guide offers helpful tips to create a good advertising plan in the financial services area. This includes using social media, improving your SEO, and designing effective email campaigns. Strong advertising can boost your marketing efforts as a financial planner. We will look at different parts of digital marketing.

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Advertising Financial Advisor Financial Services Media 52

Validea

MARCH 31, 2025

How technology, like social media, has opened new trading strategies unavailable in the past. Simplifying risk management with straightforward rules that anyone can follow. The value investors dilemma of buying more as prices drop versus cutting losses. Position sizing as an extension of risk management, determined by acceptable loss levels.

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Risk Management Media Management Taxes 52

Midstream Marketing

NOVEMBER 12, 2024

This simple practice ensures that you never miss an opportunity to make a lasting impression and potentially gain new financial advisor prospects through effective networking. Key Highlights Find new ways to get better at being a financial advisor. Discover how to create a strong online presence and use social media to attract leads.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Sara Grillo

APRIL 15, 2024

In this podcast I interview Sarah Charles , an hourly financial planner who used to work under the AUM fee model. She talks about why she made the jump and what life is like now as an hourly financial planner. I am a CFA® charterholder and financial advisor marketing consultant. Yes, there is life after AUM fees!

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Financial Planner Financial Advisor Consulting Financial Planning 59