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.

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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

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

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.

Clients 246

Clients Financial Planning Financial Planner Communication 246

Advisor Perspectives

SEPTEMBER 19, 2023

Have you ever wondered why your closing ratio on seminar attendees rarely exceeds 40%?

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Advisor Perspectives

FEBRUARY 6, 2024

My guest today will discuss how he and his team have unlocked the power of seminars, giving advisors and firms opportunities to make a lasting impression and turn intrigued prospects into clients.

Clients 119

Clients 119

Million Dollar Round Table (MDRT)

APRIL 30, 2024

They only want you to deliver preapproved, “canned” seminars. Speaking is fun, but filling the room for a seminar is hard work. She distinguished between two similar options: Seminars. You may face two challenges though: Compliance. Building the audience.

Compliance 90

Compliance Financial Advisor Insurance Marketing 90

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 (..)

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Advisor Perspectives

MARCH 27, 2024

I’ve been through several excellent management training courses and seminars during my 25+-year career serving the advisory profession. But I always walk away with the feeling that I’m too nice.

Management 98

Management 98

Tobias Financial

APRIL 11, 2024

We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., will cater specifically to the students of the dental school.

Wealth Advisor 52

Wealth Advisor Financial Planning Planning Asset Allocation 52

Nerd's Eye View

SEPTEMBER 10, 2024

We also talk about how John's firm's marketing specifically emphasizes how Federal employees are unique (and thus why his firm is better suited than more generalist advisors to meet these clients' planning needs), how John's firm long used a radio show to demonstrate their expertise and encourage prospects to attend an in-person seminar put on by his (..)

Financial Advisor 130

Financial Advisor Clients Fee Only Government 130

Nerd's Eye View

DECEMBER 20, 2022

So, whether you’re interested in learning about how Emily eventually learned how to say ‘no’ to more work and ‘yes’ to a better work/life balance, how Emily leveraged 401(k) educational seminars and webinars to gain rollover opportunities, or how, by finally advocating for herself, Emily found the ideal position for her, (..)

Financial Advisor 246

Financial Advisor Financial Planning Planning Financial Planner 246

Advisor Perspectives

JUNE 15, 2023

Seminars and workshops are a costly and exhausting way to acquire high-net-worth clients.

Clients 40

Clients 40

Tobias Financial

FEBRUARY 22, 2023

To register, visit: [link] To learn more about Marianela: [link] To learn more about Joshua: [link] The post The Estate Planning Seminar – Monday, 2/27/2023 at 5:00 PM EST Live appeared first on www.tobiasfinancial.com.

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 73

Tax Planning Clients Communication Education 73

Nerd's Eye View

DECEMBER 13, 2022

In this episode, we talk in-depth about Terry’s approach to gaining more referrals (and minimizing any need for other prospecting efforts) by asking clients to commit in their initial introductory meeting that they would provide him a referral in the future if they found his financial planning recommendations to be valuable… and then followed (..)

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

MazumaBusinessAccounting

JUNE 29, 2020

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. Business days include travel days, convention or seminar days, and weekends. 1 Seminar Day = Business Day. Business Activities.

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 85

Financial Advisor Clients Retirement Planning Communication 85

Million Dollar Round Table (MDRT)

OCTOBER 17, 2023

It might be new courses I want to take, compliance seminars and so forth. My wife works on this with me as well. Here are some of the things we look at: Career. I look at any career development I want to do for the upcoming year. Also, what do I need to do to get my staff upskilled? How’s my revenue?

Compliance 95

Compliance Portfolio Planning Investing 95

NAIFA Advisor Today

FEBRUARY 7, 2024

Frank Maselli is an accomplished keynote speaker, coach, and author of three best-selling books. With over 30 years of experience in the financial services industry, he has helped thousands of financial professionals grow and achieve success by providing them with contemporary skills well-suited to the demands of today's clients.

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Financial Services Clients 52

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. By Sandy Schussel Many advisors come to me after trying everything they can to get their stagnant business growing again.

Financial Planner 79

Financial Planner License Advertising Investment Advisor 79

Advisor Perspectives

JANUARY 17, 2024

Digital events are more environmentally friendly than in person ones, but did you know that studies show that marketing webinars generate as much as five times more qualified leads than the same budget spent on marketing seminars?

Budgeting 52

Budgeting Marketing Marketing 52

FMG

SEPTEMBER 16, 2022

Whether retirement planning, technology seminars, or education planning, community events are an efficient way to share your experience with others in your community. Educational events also do a great job of promoting yourself as a center of influence in your community. Create and Promote Your Events in Minutes.

Clients 108

Clients Food Education Retirement Planning 108

Don Connelly & Associates

JULY 17, 2023

For those who studied and implemented the best practices of webinar marketing, the results have been excellent, producing waves of new prospects at a fraction of the cost of in-person seminars. In this post-pandemic environment, webinars continue to be highly effective when done right.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Don Connelly & Associates

JULY 17, 2023

For those who studied and implemented the best practices of webinar marketing, the results have been excellent, producing waves of new prospects at a fraction of the cost of in-person seminars. In this post-pandemic environment, webinars continue to be highly effective when done right.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Nationwide Financial

SEPTEMBER 27, 2022

Here are different ways Nationwide can help you address your clients’ Social Security concerns: Sign up for a continuing education seminar , hosted periodically throughout the year by specialists from the Nationwide Retirement Institute®.

Clients 98

Clients Retirement Planning Retirement Planning 98

Million Dollar Round Table (MDRT)

SEPTEMBER 24, 2023

2) More individual interaction, fewer objections Rather than dealing with mailing lists, direct mail or seminar management, we find that seeking out the right people and meeting them on a personal basis is more efficient. This is all coordinated through post-activity notes in our client relationship management system (CRM).

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Clients Budgeting Financial Services Education 83

MazumaBusinessAccounting

JUNE 30, 2021

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

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

Advisor Perspectives

MAY 15, 2023

Gone are the days of dinner seminars and cold calling. Building a marketing presence is essential to the success of an advisory practice. Today, marketing success requires not just understanding but mastering digital technology – disciplines like search engine optimization, social media, and text messaging.

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Marketing Marketing Engineering Media 52

NAIFA Advisor Today

OCTOBER 6, 2023

In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services. He is a highly respected speaker in the financial services industry and has also taught various certification programs such as the CRPC and CFP.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Recruitment 52

Indigo Marketing Agency

AUGUST 24, 2020

6,000 per event for dinner seminars. Dinner Seminars. A lot of advisors used to use seminars back in the day to get clients and it worked. But now seminars are expensive. Even if dinner seminars really work for you, they’re not feasible in the age of the coronavirus. What To Do Instead Of Dinner Seminars.

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Financial Advisor Marketing Marketing Media 52

James Hendries

JANUARY 8, 2023

Depending on your situation, this may involve attending financial seminars, using budgeting apps, or working with a financial professional. If you are having trouble with financial wellness, look for tools and education to help you develop a healthier relationship with your finances.

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Consulting Tax Planning Accounting Medical 98

Tobias Financial

SEPTEMBER 9, 2022

It is an interactive online seminar where participants will have the unique opportunity to share their objectives with the presenter. During the workshop facilitated by SCORE, Edgar will offer his thoughts on bank lending, venture and angel capital, alternative financial strategies, and private investors.

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Banking 52

Norman Marks

JULY 3, 2024

There are ways to do this without the budget to attend conferences and seminars. None of us are perfect. We should all be working to upgrade our skills every day. We can improve ourselves, even if we think we are excellent, in one or more of these areas: Understanding the business, including the business environment […]

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Budgeting 40

Indigo Marketing Agency

MARCH 21, 2020

Seminars and networking are out, yet investors have an unprecedented urgency to protect their wealth. Many advisors today are struggling to connect with new clients in person. That makes it the perfect time to invest in helping people find you online through search engine optimization (SEO).

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Investing Investments Engineering Clients 52

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.

Financial Planner 118

Financial Planner Recruitment Clients Financial Advisor 118