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AI Meeting Notes Tools For Financial Advisors: Solo Productivity Vs Associate Advisor Development?

Nerd's Eye View

Instead, it's being allocated to far more specific – but still very relevant and helpful – use cases that don't replace professional service providers and instead simply leverage their time to be even more efficient.

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Summer Reading List Of “Best Books” For Financial Advisors – 2023 Edition

Nerd's Eye View

While 2023 got off to a bumpy start for many advisory firms, still smarting from a rough prior year of market returns (and volatile revenue), a relative return to ‘normalcy’ means that for most, the advisory business has reached whatever its new post-pandemic normal will be.

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Identifying Your Own “Soft Assets” To Turn COIs Into Powerful Referral Champions

Nerd's Eye View

Often, sharing a connection through soft assets can be more valuable than the professional services of the COI – at least at first. From there, when the advisor is ready to reach out (whether via email, social media messaging, or something similar), leading with soft assets is key to building common ground.

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Kitces & Carl Ep 140: Are You Worrying About Scale Before You Even Have A Scale Problem

Nerd's Eye View

As the financial advice industry continues to move toward providing full-blown professional services rather than focusing primarily on product sales, advisory (advicery?) firms are increasingly experiencing similar stages of growth in their practices.

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Reframing your thinking to overcome fear about developing COI relationships

Million Dollar Round Table (MDRT)

You can either fall into the category of transactional advisors, where you are simply looking to sell a product, or you can take the wholly encompassing, 360-degree approach to giving good financial advice, supported by a range of other professional services.

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Why Custom WordPress is the Best Choice for Financial Advisor Websites?

Midstream Marketing

Like any other business or professional service, financial advisors’ number one priority has become having a strong online presence. Difficulty Standing Out : In a crowded market saturated with templated designs, carving out a distinctive online presence becomes tougher.

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Lock in Success: Your 2025 Marketing Game Plan

Indigo Marketing Agency

Lock in Success: Your 2025 Marketing Game Plan 2025 is on the horizon. Sure, every advisor wants to build relationships that last, and having a solid marketing plan makes all the difference. 5 Marketing Tips for Financial Advisors Planning for 2025 1. Now is the time to think about how you’re connecting with your clients.