Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner 246

Financial Planner Commission Communication Financial Advisor 246

Nerd's Eye View

OCTOBER 1, 2022

From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy.

Financial Planner 245

Financial Planner Retirement Planning Advertising Taxes 245

Abnormal Returns

FEBRUARY 13, 2023

standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com) Podcasts Daniel Crosby talks with Tom Howard about behavioral finance vs. behavioral investing.

Clients 245

Clients Retirement Financial Services Taxes 245

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

The Big Picture

SEPTEMBER 14, 2022

For the bulk of this story as in most financial services stories, I will quote from a series of famous blowhards, all of whom predicted that this bull market would top out at 7500. Bobs News tracked down the original via the Internet Archive to The Weekly Standard, Volume 3, Number 31 (April 20, 1998).

Marketing 342

Marketing Marketing Financial Services Accounting 342

Nerd's Eye View

NOVEMBER 29, 2022

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Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

NAIFA Advisor Today

JANUARY 6, 2025

The J anuary issue of the Journal of Financial Service Professionals has arrived, and its a must-read for anyone in the financial services community. A much-anticipated feature of this edition is the annual indexed retirement and Social Security numbers for 2025, conveniently presented in an easy-to-reference table.

Financial Services 52

Financial Services Consulting Retirement Numbers 52

Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. New highs scare many investors, but history suggests more new highs will follow.

Numbers 96

Numbers Marketing Marketing Insurance 96

Nerd's Eye View

MAY 6, 2024

Especially given that NewRetirement has already managed to get some sizable 401(k) providers and recordkeepers to offer the software on a paid basis to their own plan participants … which means NewRetirement is effectively getting paid to market its own advice services (a marketing funnel that pays for itself!?).

Financial Advisor 232

Financial Advisor Retirement Planning CFP Clients 232

Nerd's Eye View

SEPTEMBER 4, 2023

This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – which on the one hand provides WiserAdvisor with an opportunity to jump into the business of client reviews (..)

Startup 246

Startup Clients Financial Advisor Financial Planning 246

Nerd's Eye View

MARCH 4, 2024

This month's edition kicks off with the news that advisor lead generation platform Datalign Advisory reached nearly $15B in referred client assets (and almost $3B in actually-converted assets) in just its 2nd year of business, as advisor demand for paid leads continues to rise (especially with Datalign's flat-fee one-advisor-per-lead model)… (..)

Startup 246

Startup Wealth Management Clients Portfolio 246

Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

Consulting 52

Consulting Financial Market Marketing Marketing 52

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Indigo Marketing Agency

APRIL 3, 2024

SEO for financial services won’t exist for another few decades. Reagen just won his second term and “Karma Chameleon” is number 1 on the charts. You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. Imagine your life as it is now—except the year is 1984.

Financial Services 52

Financial Services Financial Advisor Advertising Engineering 52

Carson Wealth

NOVEMBER 4, 2024

However, this shouldn’t be a big surprise because we knew Hurricanes Milton and Helene would weigh on the numbers. September payrolls were revised down by 31,000 to +223,000 jobs, and August was revised down by 81,000 to +78,000 (the first sub-100,000 monthly payroll number since December 2020). But those numbers are backward looking.

Marketing 95

Marketing Marketing Economy Numbers 95

NAIFA Advisor Today

AUGUST 14, 2023

Nate Wyatt, CFP , always knew he loved numbers, but he also knew he wanted a career helping people. He took an internship at a bank and started his career in insurance and financial services right out of college. So, in his junior year in college, he switched his major from engineering to finance.

CFP 98

CFP Engineering Financial Services Insurance 98

Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. You can build strong relationships with new clients in the financial services field. A good advertising plan does more than just sell your services.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Trade Brains

AUGUST 17, 2024

Nithin Kamath, Co-Founder of Zerodha, reports that the number of unique investors has risen from 30 million in 2020 to over 100 million by 2024. Groww is the biggest stockbroker in India followed by Zerodha as per the total number of registered active clients. Crore Active Clients as of July 2024, trading on the NSE Exchange.

Clients 98

Clients Financial Services Banking Wealth Management 98

Calculated Risk

JUNE 17, 2023

Any number above 50 indicates that more builders view sales conditions as good than poor. -- Tuesday, June 20th -- 8:30 AM ET: Housing Starts for May. . -- Monday, June 19th -- All US markets will be closed in observance of Juneteenth National Independence Day 10:00 AM: The June NAHB homebuilder survey.

Sales 130

Sales Financial Services Manufacturing Banking 130

Midstream Marketing

NOVEMBER 8, 2024

Get advice from experts about good tools and methods for lead generation in financial services. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Midstream Marketing

NOVEMBER 7, 2024

By improving your SEO efforts, you can get qualified leads and stand out in the financial services industry. How SEM Boosts Your SEO Efforts By adding SEM to your financial planning and SEO strategy, you can do better with search engine optimization. These numbers help you see if your ads are working.

Financial Planner 52

Financial Planner Engineering Financial Planning Budgeting 52

Nerd's Eye View

NOVEMBER 3, 2022

Some useful metrics to help advisors understand their visitors include the number of users and visitors, where they look for information, and session length. And monitoring these metrics over time can help the advisor ensure that their messaging is truly offering a clear, meaningful, and relevant value proposition to prospects.

Management 130

Management Financial Advisor Clients Financial Services 130

Midstream Marketing

NOVEMBER 6, 2024

Trust is very important in the financial services industry. When you provide valuable content that teaches and supports your audience, it shows you care about their financial health. What makes your financial services stand out? Check your key numbers often. This helps build trust with potential clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

NAIFA Advisor Today

JULY 26, 2022

NAIFA is a proud member of the Coalition for Equity in Wholesaling (CEW) , a group founded by Equitable to increase the number of diverse professionals in the role of insurance wholesaler.

Insurance 52

Insurance Financial Services Financial Advisor Numbers 52

Carson Wealth

AUGUST 5, 2024

Thursday’s set of economic data saw initial jobless claims rise to their highest level in a year, alongside a weak manufacturing ISM number. Missed in this news flow was a stronger-than-expected productivity number reported Thursday, something we’ve been expecting all year. Stocks fell and bonds rallied as yields fell.

Marketing 141

Marketing Marketing Economy Numbers 141

Million Dollar Round Table (MDRT)

DECEMBER 10, 2023

If your only goal is to make money, then you can be subject to something I know no one talks about in financial services: low self-esteem. That means five days a week commit to asking X number of people to see you. All chronic production issues are because of your behavior. That’s the No. 1 issue we face.

Financial Services 110

Financial Services Numbers Clients Management 110

Trade Brains

AUGUST 17, 2024

List of Biggest Stockbrokers in India 2024: In this article, we are going to look at the 15 Biggest Stockbrokers in India based on their total number of unique active clients. Here, we are going to look at just one factor, i.e. the total number of unique active clients for that stockbroker. Here’s a quick link to the page.

Clients 98

Clients Numbers Startup Accounting 98

Midstream Marketing

DECEMBER 6, 2024

Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. It is crucial to follow SEC rules because the laws for advertising in financial services are strict. Financial products can be complex as well.

Marketing 52

Marketing Marketing Media Engineering 52

The Big Picture

SEPTEMBER 5, 2024

He is an extraordinary historian of Wall Street and the financial services industry : There are few people that have a better understanding of this industry than Josh. I’ve lost count of the number of times that 30 seconds into an interview, I’ve gotten a side-eyed glance from him that says “ Loser. It’s uncanny.

Wealth Management 228

Wealth Management Assets Fee Only Media 228

Trade Brains

OCTOBER 27, 2024

Bonus issues raise the total number of a company’s outstanding shares, making each share less valuable on paper while increasing market liquidity. The company demerged Jio Financial Services Ltd in July 2023, further demonstrating its focus on reshaping its business structure.

Financial Services 64

Financial Services Investment Advisor Planning Consulting 64

Midstream Marketing

OCTOBER 30, 2024

The Power of Referral Marketing in Financial Advisory Referrals are very important in financial services. When a friend, coworker, or family member recommends a financial advisor, it creates trust for the new client right away. This way of promoting services is much more effective than ads or any marketing campaign.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Trade Brains

AUGUST 20, 2022

The NSE remained the world’s largest derivatives exchange for the second consecutive year in 2020 in terms of the number of contracts traded. Nifty, also called NIFTY 50, is the market index consisting of 50 well-established and financially sound companies listed on the National Stock Exchange of India (NSE). SERVICES 0.70%.

Marketing 98

Marketing Marketing Financial Services Healthcare 98

eMoney Advisor

MAY 9, 2023

The average NPS score for financial services firms is 44, down from 46 in 2022. Some advisors even use this stat in determining what service tier a client should be categorized in to retain these super-connected clients. NPS Financial Services / 27 Banking NPS Scores.” percent for niche, and 25.4 Sources: 1.

Clients 101

Clients B2C Financial Services Financial Advisor 101

Nationwide Financial

FEBRUARY 7, 2023

In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being. 4 Further, the U.S.

Retirement 102

Retirement Clients Education Financial Services 102

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116