article thumbnail

Begin Your Digital Marketing Journey with a Strong Advisor Website

eMoney Advisor

Include ways you and your firm have built the practice around this niche noting special expertise, education, and certifications. In late 2020, the SEC modernized the principles that govern the marketing and communications of financial services. Create an internal editorial calendar for blog stories to keep users coming back for more.

article thumbnail

Financial Advisor Marketing Companies: Top 10 Companies To Work With In 2020

Indigo Marketing Agency

Here are the top 10 financial services marketing companies you should work with in 2020. . It features eye-catching website templates, free SSL certificates, editable content libraries, and more. . Michael offers free financial planning resources through his weekly newsletter and Nerd’s Eye View blog.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

17 Best Ways to Invest $2,000 to $3,000

Good Financial Cents

High-Yield Certificates of Deposit. Start a Blog . High-Yield Certificates of Deposit. You can also look into high-yield certificates of deposit, or CDs, which require you to commit to saving for a specific length of time (usually a few months to several years). Start a Blog. That’s the power of blogging!

article thumbnail

16 Ways to Invest $30,000 in 2023

Good Financial Cents

Certificates of Deposit . Certificates of Deposit. 2020: 16.26%. Certificates of Deposit. While investing in “safe” options like certificates of deposit (CDs) hasn’t returned much in the way of yield in the last few years, rising interest rates are changing all of that. Hire a Robo-Advisor .

Investing 108
article thumbnail

Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Accordingly, in 2020 the North American Securities Administrators Association (NASAA) introduced a Model Rule for the first-ever CE obligation for Investment Adviser Representatives (IARs) to maintain their Series 65 license after initially obtaining it.

Ethics 175
article thumbnail

15 High Income Skills Without A Degree Needed!

Clever Girl Finance

Blog posts, website copy, product descriptions, books, you name it. While content marketers definitely need to flex their writing chops, they’re responsible for taking a more holistic approach to marketing, developing a brand’s strategy for deploying videos, blogs, and other marketing materials. Certifications. Copywriting.

article thumbnail

Top Compliance Challenges Financial Advisors Face

BlueMind

FINRA received 5,472 investor complaints in 2020 (an almost 50% increase from the previous year) , filed 808 new disciplinary actions, imposed $57 million in fines, barred almost 246 individuals, and suspended 375. Simple SSL certificates often tend to be not enough and stronger security walls demand expense.