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, (..)
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.
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Nerd's Eye View
JULY 13, 2023
For some, this means acquiring more credentials, while for others, it can mean devoting more time reading books and articles, listening to podcasts, and/or attending workshops or seminars.
Nerd's Eye View
SEPTEMBER 6, 2022
What's unique about Andy, though, is how, shortly after launching his practice, he created a Facebook group so that he could share his expertise directly with the types of clients he wanted to serve… which unexpectedly became so successful, that in just two short years, he reached the client capacity goal he set out as he went from $0 in AUM (..)
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.
eMoney Advisor
FEBRUARY 23, 2023
If you’re just starting to build your referral network, there are a variety of ways to find and get in touch with the connections you’re looking for.
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. He told people he was a financial planner and that he worked with all kinds of clients. He wanted to keep growing but nothing seemed to be working.
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