Prosperity Coaching

APRIL 26, 2022

Seminar Marketing Tips for Financial Advisors: A Seminar or Webinar can be a great tool not only for sharing your expertise as a financial advisor but also for building credibility and securing potential clients; however, a Seminar won’t do you any good if no one attends. So, you’ll need to […].

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

Clients 246

Clients Media Accounting Management 246

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

Clients 246

Clients Media Accounting Management 246

Tobias Financial

FEBRUARY 22, 2023

Marianela and Joshua will come together to discuss some of the best practices of estate planning and the benefits of appropriate planning from a legal and financial perspective.

Estate Planning 52

Estate Planning Planning 52

Million Dollar Round Table (MDRT)

JULY 10, 2022

2) The two-seminar strategy. I host two types of seminars. The other is a lunchtime seminar on the weekend for clients to bring their family and friends. During the seminar with professionals, I ask attendees to exchange business cards and talk about what they do so they become more comfortable with each other.

Tax Planning 95

Tax Planning Clients Communication Education 95

Sara Grillo

MARCH 8, 2024

Question from a subscriber: “ I’ve been giving seminars the local library. ” Here are some seminar marketing tips for financial advisors who want to get new clients and develop relationships with their community. Weave your pitch into the seminar in a natural way through stories. Ready to go get ’em?

Financial Advisor 52

Financial Advisor Budgeting Clients Media 52

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

DECEMBER 28, 2024

Creativity and Innovation: A July Focus At the core of every great guerrilla marketing plan is creativity and fresh ideas. You should include creativity in all parts of your marketing plan. How Can Hosting Workshops and Seminars with Paperback Handouts Benefit You? Its not just about imitating what others have done.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Million Dollar Round Table (MDRT)

OCTOBER 17, 2023

Now, I plan my goals in October or November for the upcoming year. It might be new courses I want to take, compliance seminars and so forth. By Corey Williams I used to create my annual goals in January, but it always felt like it was the end of January before I was kicking into it. My wife works on this with me as well.

Compliance 117

Compliance Portfolio Planning Investing 117

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. People in this stage may have just graduated from college and recently joined the working world.

Financial Planning 95

Financial Planning Clients Planning Education 95

Midstream Marketing

NOVEMBER 12, 2024

Update old prospecting methods like cold calling, seminars, and direct mail by making them feel fresh and personal. These can also answer common questions about financial planning. This keeps your audience informed about financial planning. It can also lead to chances to discuss their financial planning needs.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

MazumaBusinessAccounting

JUNE 29, 2020

Although COVID-19 has prevented some of us from traveling, some are still planning on that fun summer vacation. There are four things to plan for before you take your trip: Conventions or seminars – Take a look at the calendar and see if there is a convention or seminar. 1 Seminar Day = Business Day.

Planning 75

Planning Accounting Clients 75

Million Dollar Round Table (MDRT)

APRIL 30, 2023

Now imagine you did a seminar targeting the general public and you filled the room. Sometimes agents and advisors hold seminars with an educational theme, but without the message of, “Here is how I can help you.” People still do seminar mailings. It attracts the target audience. What are you going to tell the other 95%?

Financial Advisor 104

Financial Advisor Clients Retirement Planning Communication 104

Carson Wealth

JANUARY 22, 2025

This past quarter has been nothing short of eventful, from client appreciation events to personal milestones and planning for an exciting year ahead. Later in the month, on October 29th, we partnered with Alecia Barnette, Senior Vice President of Sales, for a Long-Term Care Seminar.

Wealth Advisor 52

Wealth Advisor Certification Financial Advising Clients 52

Sara Grillo

NOVEMBER 11, 2024

I’ve been doing dinners, lunches and seminars for clients and encouraging them to bring people they know along and they can learn for free. If you could be the conduit, be the person the writers come to for these answers, it takes away the cudgel of stiff-faced dinner seminars. Devin Carroll is a social security specialist.

Clients 59

Clients Financial Advisor Marketing Marketing 59

FMG

SEPTEMBER 16, 2022

Meeting with your clients outside of the office and getting them engaged with your community planning is crucial for establishing strong relationships. Whether retirement planning, technology seminars, or education planning, community events are an efficient way to share your experience with others in your community.

Clients 108

Clients Food Education Retirement Planning 108

Nationwide Financial

SEPTEMBER 27, 2022

However, when it comes to larger purchases or longer-term financial plans, many Hispanic adults are doing things differently. Obstacles to retirement planning. 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.

Clients 98

Clients Retirement Planning Retirement Planning 98

Pacifica Wealth

FEBRUARY 17, 2022

The decisions you choose to make and those you ignore or overlook for your estate plan will have long-lasting and permanent ramifications. Don’t let the significance of estate planning prevent you from getting started. When it comes to your estate plan, just jump in and get started. Of course not! 1) Computer software.

Estate Planning 52

Estate Planning Planning Insurance Advertising 52

Midstream Marketing

AUGUST 13, 2024

Key Highlights A good marketing plan is important for financial advisors. This guide shows key strategies to build a financial advisor marketing plan. You can find useful tips for email marketing, being active on social media, networking, and hosting seminars to reach more people. This plan can help you gain more clients.

Financial Market 52

Financial Market Planning Marketing Marketing 52

James Hendries

JANUARY 8, 2023

The amount of money you earn plays a significant role in your ability to create a plan for financial wellness, but this is certainly not the only factor you need to take into account. Depending on your situation, this may involve attending financial seminars, using budgeting apps, or working with a financial professional.

Consulting 98

Consulting Accounting Tax Planning Medical 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

MazumaBusinessAccounting

APRIL 18, 2023

Common Business Activities That Require Travel Common business activities that you should consider on your trip include: Attending a convention or seminar: Take a look at the calendar and see if there is a convention or seminar that would be beneficial for you to attend in an area where you can also enjoy some needed rest and relaxation.

Taxes 52

Taxes Accounting Transportation Planning 52

MazumaBusinessAccounting

JUNE 30, 2021

If you have questions, reach out to our team to come up with the best game plan. Say there’s a seminar, class, or workshop that could help you gain important skills for your business. That includes books, travel to and from seminars, meals purchased while attending a workshop, etc. Make sure you write those expenses off!

Taxes 98

Taxes Insurance Education Retirement 98

Indigo Marketing Agency

DECEMBER 18, 2019

Or you can buy a turnkey package that covers anything from logo design and website management to media promotions and event planning support. . An individual plan membership costs $697 a year and includes unlimited access to the video lessons, one-on-one online coaching with Bill, a 60-day action plan, helpful resources, and more.

Financial Advisor 52

Financial Advisor Marketing Marketing Compliance 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. This unconventional approach has been a game changer.

Financial Planning 40

Financial Planning Planning Communication Clients 40

International College of Financial Planning

APRIL 20, 2022

Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. This article will discuss the basics of financial planning , the education and certifications required to become a financial planner, and how to develop your financial planning skills and network.

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

FMG

JANUARY 24, 2024

Don’t Forget the Personal Touch Millennials love technology but still need the human touch for essential decisions like financial planning. 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

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

International College of Financial Planning

MAY 30, 2023

Some of the key components of financial literacy include: Budgeting and saving Creating a budget is the foundation of sound financial planning. Saving is an integral part of budgeting, as it allows individuals to build emergency funds, plan for future expenses, and achieve long-term financial objectives.

Retirement Planning 40

Retirement Planning Education Risk Management Budgeting 40

Fortune Financial

JANUARY 11, 2024

From 401(k) plans and health savings accounts (HSA) to general financial information, our experts explain how different financial tools help your business and employees secure a stable financial future. Detailed strategies like the ones below are necessary for HR managers to effectively select, manage and communicate health insurance plans.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

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

MazumaBusinessAccounting

JANUARY 27, 2022

If you have questions, reach out to our team to come up with the best game plan. Say there’s a seminar, class, or workshop that could help you gain important skills for your business. That includes books, travel to and from seminars, meals purchased while attending a workshop, etc. Vehicles and Transportation.

Taxes 52

Taxes Insurance Transportation Education 52

Don Connelly & Associates

APRIL 29, 2024

I hope by now you've done a business plan. A business plan is how you're going to hit your goals. Inside your business plan has to be your marketing plan. You're driving from Bangor, Maine to San Diego, you're going to pass mile markers along the way. Those are your goals.

Business Planning 52

Business Planning Planning Marketing Marketing 52

Indigo Marketing Agency

FEBRUARY 27, 2024

In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). In addition to operating Seals Financial Planning & Investments , Steve takes time out from his busy schedule to help those in need.

Financial Advisor 52

Financial Advisor Clients Tax Planning Wealth Management 52

Indigo Marketing Agency

AUGUST 13, 2024

Below are some tips to breathe some new life into your business and new strategy into your 5-year plan. There’s also the option of hiring support staff or partnering with virtual assistants to allow you to focus on high-value activities like client relationship management and strategic planning. No advisor can do it all.

Financial Advisor 52

Financial Advisor Strategic Planning Media Communication 52

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ve partnered with the experts at The Retirement Learning Center to update advisors on how the retirement plan landscape has been altered by the 2020 economic crisis. We’ll review: – How has the retirement landscape been affected by COVID-19?

Retirement 52

Retirement Economics Retirement Planning Financial Planning 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