Nerd's Eye View

DECEMBER 13, 2022

What's unique about Terry, though, is how, after nearly ‘failing’ out of the business because he was struggling to get new enough clients in his first 2 years, he changed his approach to asking for referrals by asking prospects upfront to commit to making a referral only after he showed them real financial planning value… and within (..)

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Midstream Marketing

NOVEMBER 12, 2024

Update old prospecting methods like cold calling, seminars, and direct mail by making them feel fresh and personal. Introduction In the tough world of financial services, financial advisors must grow their client base by prospecting for new advisors and prospective clients. You can send invites to financial planning workshops.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Nationwide Financial

SEPTEMBER 27, 2022

However, when it comes to larger purchases or longer-term financial plans, many Hispanic adults are doing things differently. In our recent survey , 57% of Hispanic adults said they are re-evaluating their financial plans due to the financial impacts of COVID-19. population become starker. For the general U.S.

Clients 98

Clients Retirement Planning Retirement Planning 98

NAIFA Advisor Today

OCTOBER 6, 2023

He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Recruitment 52

eMoney Advisor

FEBRUARY 14, 2023

Financial planning for couples can get messy. That’s why in my financial planning practice , I leverage the skills of a marriage and family therapist. Now, I’ve read a bunch of books and I’ve been to many seminars, but I’m not a licensed therapist.

Financial Planning 40

Financial Planning Planning Communication Clients 40

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. Finally, you should review your plan regularly and make adjustments as needed.

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

Indigo Marketing Agency

DECEMBER 18, 2019

Seminars for Financial Advisors. Best For: Advisors who give educational seminars and want a professional team to plan everything for them. White Glove is an advisor-built and advisor-owned marketing company that offers two products: 100% done-for-you educational seminar and social media management services.

Financial Advisor 52

Financial Advisor Marketing Marketing Compliance 52

International College of Financial Planning

JULY 10, 2023

The exam comprises multiple-choice questions, case studies, and client scenarios that assess your understanding and application of financial planning concepts. Over the years, the CFP exam has undergone refinements in line with the evolution of the financial planning profession.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

FMG

JANUARY 24, 2024

Connecting with a millennial audience on their preferred platforms lets financial advisors connect more frequently while promoting a less formal interaction, which typically appeals to the demographic. That’s because robo-advisors can’t provide the education, planning, and coaching that a financial advisor can.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

International College of Financial Planning

MAY 30, 2023

Understanding Financial Literacy: Key Components Financial literacy encompasses various skills and knowledge areas that enable individuals to make smart financial choices. Some of the key components of financial literacy include: Budgeting and saving Creating a budget is the foundation of sound financial planning.

Retirement Planning 40

Retirement Planning Education Risk Management Budgeting 40

International College of Financial Planning

NOVEMBER 16, 2023

According to the “Value of Financial Planning ” study conducted by the Financial Planning Standards Board in 2023, Indians are in the top quartile when it comes to leveraging technology to manage finances. Providing an educational experience for clients online comes with several advantages. Make it count!

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

Pacifica Wealth

FEBRUARY 17, 2022

You’ll often see them advertise free estate planning seminars on late-night television or in local newspapers. These seminars are nothing more than sales pitches for their Living Trusts. For a couple hundred dollars, they claim to create a “customized” estate plan for you. Trust factories are pretty easy to spot.

Estate Planning 52

Estate Planning Planning Insurance Advertising 52

Midstream Marketing

AUGUST 13, 2024

You can find useful tips for email marketing, being active on social media, networking, and hosting seminars to reach more people. Introduction In financial services, finding the right clients requires a smart marketing plan. It is important to show your skill in financial planning.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Don Connelly & Associates

OCTOBER 2, 2023

We’ve posted several times that, pre- and post-pandemic, the frequency and style of advisors’ communication directly impact client trust and confidence in their advisor, financial plan, and their likelihood of keeping their advisor.

Clients 52

Clients Communication Financial Planning Planning 52

Indigo Marketing Agency

FEBRUARY 27, 2024

In addition to operating Seals Financial Planning & Investments , Steve takes time out from his busy schedule to help those in need. While at University of Kentucky, Steve taught several financial literacy seminars. He’s the latest star in Indigo Marketing Agency’s Advisor Spotlight series.

Financial Advisor 52

Financial Advisor Clients Tax Planning Wealth Management 52

Indigo Marketing Agency

MAY 5, 2020

But no doubt that individuals have amassed a large amount of assets in their, what we call concentrated wealth at work or their retirement plans. Also very attractive from a financial planning perspective and a net new asset gathering perspective. So that’s another key decision point.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 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. People can put off their financial plan, and their life insurance, and their college planning for years if not decades.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

WiserAdvisor

MAY 31, 2022

If you get a free lunch from a salesperson at a seminar or event, take their material (brochures, pamphlets, etc.) Additionally, each client receives comprehensive financial planning to ensure they are moving toward their financial goals. But there is never enough reason to make a hasty investment decision.

Investments 52

Investments Investing License Accounting 52

Fortune Financial

JANUARY 11, 2024

Offer Financial Wellness Programs Financial Education Workshops: Organize workshops and seminars covering budgeting, investment basics and retirement planning. One-on-One Financial Counseling: Offer access to financial advisors for personalized financial planning and advice.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

The Big Picture

JUNE 6, 2023

Find out if it’s for you and then the second thing I would say is if you are interested in financial counseling, therapy, et cetera, you’re going to learn the technical skills but the skill that I think is underrepresented when it comes to money is understanding people. SETHI: Education alone is not the answer.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Harness Wealth

MARCH 25, 2025

Independent contractors are generally ineligible for unemployment benefits, underpinning the importance of careful financial planning and emergency fund creation. Subscribe to reputable tax publications, attend professional seminars, and consult regularly with a qualified tax advisor. I have investment income.

Medical 52

Medical Taxes Tax Planning Education 52