BlueMind

NOVEMBER 24, 2022

However, acquiring and retaining an HNW client is every financial advisor’s dream. An advisor can certainly not consider their approach homogenous to their other clientele for dealing with the elite, which requires a certain kind of finesse. Related: Effective Strategies To Deal With Difficult Clients.

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FMG

JANUARY 17, 2023

This week, we’re bringing you some of our top articles on everything from shooting videos to defining your brand this year and so much more. . Your Ultimate Beginner’s Guide to Shooting Videos With Katie Braden (Ep. If you’re wondering if it’s easy for advisors to record, edit and share videos, then the answer is yes.

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Clever Girl Finance

JANUARY 22, 2024

Receiving a sudden financial windfall can come with many mixed emotions. When handled with care and used wisely, receiving a large sum of money provides a great opportunity to improve your financial situation. Table of contents What is a financial windfall? And use it to benefit your future!

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eMoney Advisor

APRIL 20, 2023

And while there is endless information available to help people answer their questions about money, financial professionals can position themselves online to reach those who are seeking additional support. The key is ensuring you and your business show up when consumers are looking for financial advice.

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Zoe Financial

NOVEMBER 13, 2023

This excludes market appreciation and M&A and that kind of noise. When we interview RIAs around the country and speak to hundreds each year, most of them don’t grow that fast. They grow at, say, somewhere between 3% to 8%, maybe 10%. They have a business development side. But it’s Salesforce.

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The Big Picture

JULY 11, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, once again, I have an extra, extra special guest. Let’s talk a little bit about your background.

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FMG

AUGUST 24, 2022

Financial advisors have to face plenty of challenges in their pursuit of success. Being a financial advisor is a tough gig despite both triumphs and failures. What separates good financial advisors from great ones is their ability to build and enact marketing plans. Identify Your Audience.

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eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. 1 Market volatility was found to be a major factor in spurring people to seek advice. Around 26 percent of U.S.

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Clever Girl Finance

APRIL 29, 2024

When it comes to financial decisions, such as saving money and building wealth, we can all probably come up with several excuses as to why we haven’t done certain things. And everyone can likely make a long list of bad financial decisions they have made. What is the best financial decision? Can you relate?

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Carson Wealth

MARCH 3, 2023

Alex Jensen, CFP ® , CPWA ® , AEP ® , CEPA ® , Wealth Strategist I recently came across a surprising statistic while completing course work for the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. Out of 10 businesses that go on market to be sold, only two will sell— 80% don’t.

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International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit.

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Good Financial Cents

DECEMBER 22, 2022

Do you have $30,000 burning a hole in your pocket? If you can secure a return of 10% over that time, you’ll end the 20 years with $201,825. But where should you invest your $30,000? But where should you invest your $30,000? Invest in a Small Business . Hire a Robo-Advisor . Invest in Small Business.

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Clever Girl Finance

NOVEMBER 25, 2023

You can learn how to start investing for beginners today, even if you start your investing journey with just $100. How to start investing money for beginners Expert tip: Take your time and don’t make impulsive decisions Investing money for beginners: Where should you invest first? Think you don’t have enough money to start investing?

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Good Financial Cents

JANUARY 6, 2023

Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. While some options are designed to keep your money safe in the short term, taking on more risk can yield better results over the long run. Money Market Account. Invest in the Stock Market .

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Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. This is super important for anyone looking to pick a good financial advisor.

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Good Financial Cents

AUGUST 11, 2022

They say your chances of winning the lottery are somewhere in the range of 1 in 10 million. The reality is, there are a ton of different strategies I would personally use to invest $1 million dollars, and to help this seed money grow into even more cash over time. Boost up your emergency fund. Ads by Money.

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FMG

OCTOBER 5, 2023

It’s an exciting but busy time of year, and in addition to getting gifts for friends and family, it’s important to think about what you are going to get your clients. Each year, we go to LinkedIn to discover some of the best client gift ideas advisors have come up with. Below are some of our favorites.

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Good Financial Cents

MARCH 6, 2023

Invest In the Stock Market 2. Start a Dropshipping Business 10. After an initial investment of time or money, residual income can last for many years with little to no work required on your part. Depending on the type of residual income you earn, it can last for many years with little to no work required on your part.

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Indigo Marketing Agency

DECEMBER 18, 2019

Why Do Financial Advisors Benefit From Working With Marketing Companies? Most financial advisors don’t have a lot of time to devote to their marketing strategy. Not only are they busy running their business and serving their clients, marketing may not be their expertise or interest.

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Harness Wealth

AUGUST 3, 2023

Leaving a career at a Big 4 (Deloitte, PwC, Ernst & Young, KPMG) or other prominent accounting firm to start your own CPA firm can be an exciting and rewarding entrepreneurial experience. But that process can take around 10-15 years, and is incredibly competitive. Table of Contents Opportunity Awaits: Why Should You Go Solo?

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Good Financial Cents

DECEMBER 13, 2022

If you don’t, inflation can quickly eat away at your nest egg. But where should you invest your $15,000? That depends on when you’ll need the money, whether you want it to grow for a few years, a few decades, or longer. Hire a Robo-Advisor . Start a Business . High-Yield Savings Accounts .

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The Big Picture

FEBRUARY 21, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: I am super excited about this week’s Masters in Business Live with Vanguard Group CEO Tim Buckley.

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FMG

SEPTEMBER 6, 2023

When trying to stand out from the competition as an advisor, there are different approaches you can take to set yourself apart. 3 Reasons Why Your Advisor Site Should Have an “As Featured In” Section 1: Will Show You As a Trusted Expert When you are trying to portray that you are a trusted advisor , it’s great to be able to show credibility.

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Good Financial Cents

NOVEMBER 16, 2022

Many multi-millionaires started investing small sums, even $10 or $25 per month! The key to making your $500 grow is to put in an investment that suits your risk tolerance and goals and add more regularly. Invest in the Stock Market . Invest in Online Business . Hire a Robo-Advisor. Dividend Stocks .

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Indigo Marketing Agency

JULY 1, 2020

At Indigo Marketing Agency, we’re always looking for ways to better serve financial advisors. All the questions were open-ended to encourage advisors to give us feedback in their own words. What’s exciting about your business? In your own words, what does Indigo do for you? Survey responses: .

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Steve Sanduski

JUNE 3, 2022

In the SaaS business world, (Software as a Service), there’s something called The Rule of 40%. It says that to run a healthy business, your year-over-year (YOY) monthly growth rate plus your profit margin should add up to 40%. Advisory firms generally grow rather slow but often have very high profit margins.

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Clever Girl Finance

FEBRUARY 2, 2024

Starting early with investing for retirement is so important to secure your future self. This means that saving for retirement should be a component of your overall financial portfolio and wealth-building strategy. So, let’s discuss how to save for retirement in your 20s! Let’s discuss them below!

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Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. 6: Traditional Stock Market Investing. #7: 9: Renting Your Car. #10: 10: Renting Out Your Own Home. #11: 17: Bonds .

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Trade Brains

APRIL 22, 2023

A beginner’s guide on how to invest your first Rs 1000 in Stock Market (Updated): Learning how to invest your first Rs 1,000 in the stock market is a significant step towards starting your financial journey and future investments. You might be surprised to know that even less than 2.5%

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Steve Sanduski

AUGUST 4, 2022

It’s been clear for quite some time from industry data and personal experience that net organic revenue growth of RIA firms is quite low when you, by definition, exclude market movement. Organic growth is the lifeblood of a business and without it, you are at the mercy of volatile financial markets. AUM Growth.

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Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! Should advisors be required to disclose fees in dollars each year and/or each time a product is sold? In the absence of a securities account, what value do you provide to your clients?

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Indigo Marketing Agency

JANUARY 17, 2022

It’s no secret that the financial landscape is changing rapidly. To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022.

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Carson Wealth

SEPTEMBER 7, 2023

By Matt Lewis, CLTC ® Life insurance is one of the most versatile financial assets available to us. But before you meet with your financial advisor, having a basic understanding of the different types of life insurance can help. We can help you find the best possible solution.

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Indigo Marketing Agency

JANUARY 4, 2022

Join me in this quick video where I discuss 8 of the 12 top pages: Does your company have top-performing website pages? What makes a good financial advisor website? We’ve worked with thousands of advisors across the country. Fee-Only Web Page Financial advisors know a lot of jargon.

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Carson Wealth

DECEMBER 7, 2022

Your 30s are here! You still feel young, still look young and, if everything is going well, might still have your ID checked while buying a bottle of wine. Your financial planning needs get more complex than in your 20s. The following are into five areas of focus for retirement saving in your 30s.  .

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Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. It’s the perfect time to invest in your knowledge and business fundamentals so you come out of this crisis stronger. That’s why I’m excited to share the top books for financial advisors in 2020. Top Books for Financial Advisors in 2020.

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Indigo Marketing Agency

APRIL 26, 2021

Explore the 12 Best Books for Financial Advisors. I’ve read hundreds of books for financial advisors over the years. Some of them were okay and others completely revolutionized the way I do business. As a financial advisor, I know you’re busy. The Best Books for Financial Advisors.

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