Sara Grillo

JULY 10, 2023

Financial advisors are skeptical that you can actually get leads from social media. Today we’ll be talking to Thomas Kopelman , co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from financial advisor social media look like a piece of cake! And now onto the blog!

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Financial Advisor Media Communication Fee Only 72

FMG

OCTOBER 6, 2022

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. CRM for financial advisors tracks, manages, and analyzes the interactions you have with clients, prospects, referrals, and strategic partners.

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FMG

AUGUST 4, 2022

New Lantern Advisors is based in Saratoga Springs, NY but works with people from all around the country virtually. The pandemic and work-from-home experience that began in March of 2020 taught me, like so many others, that you can be very productive in a virtual setting if you make the effort. These are periodic and mostly evergreen.

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BlueMind

APRIL 19, 2022

Independent financial advisors are no exception to that. How Financial Advisors Can Make the Most of Digitization A research was conducted by the National Academy of Sciences which was published on July 28, 2020. Through a digital solution, independent advisors could gain a competitive edge in the market.

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Steve Sanduski

JUNE 3, 2022

compounded per year for the last 5 years ending 2020. compounded per year for the 5 years ending 2020. Operating profit margin (total revenue minus all expenses including owner pay at “replacement cost” and excluding interest and taxes) averaged about 30% in 2020. Revenue growth has averaged approximately 7.5% annual growth).

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Indigo Marketing Agency

DECEMBER 16, 2019

Released Today: The Marketing Guide for Financial Advisors! I am proud to announce that my new book, The Marketing Guide for Financial Advisors , was officially released today! This book includes everything that I know about marketing including: Why digital marketing is so challenging in financial services.

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Financial Advisor Marketing Marketing Engineering 52

Nerd's Eye View

OCTOBER 25, 2022

Welcome back to the 304th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Chad Chubb. Chad is the founder of WealthKeel, an independent virtual RIA based in Tampa, Florida that advises on over $100 million of assets for 110 client households. Read More.

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Indigo Marketing Agency

AUGUST 11, 2020

Webinars for financial advisors are a great way to secure high conversion rates. After doing dozens of webinars myself and creating countless webinars for financial advisors, I’ve come to realize one thing. Two Webinars Every Financial Advisor Should Create. So you’ve decided to create a webinar.

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Indigo Marketing Agency

JULY 1, 2020

What are the trends in business for 2020? Well, the financial services industry has experienced a lot of change these past six months. And how can advisors use them to their advantage? At Indigo Marketing Agency, we send out a client survey each year asking advisors to share their feedback on how we can improve our services.

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eMoney Advisor

FEBRUARY 8, 2023

Ninety-eight percent of financial clients indicate that a financial advisor’s website is important to them, and a third of them say that it is extremely important. Make sure your clients understand why your staff wants to help them on their financial journey. 1 It needs to be so much more than an online brochure.

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Zoe Financial

OCTOBER 16, 2023

The Bank of America data shows that so far starting in 2020 to today, we’ve seen the biggest treasury bear market of all time. The ten-year has been down 25% since July 31, 2020. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

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Zoe Financial

JULY 24, 2023

This would mark the largest earnings decline reported by the index since Q2 of 2020. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Analysts are predicting earnings growth of 0.1

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Zoe Financial

NOVEMBER 27, 2023

If you look at the VIX index, which measures volatility for stocks, it is now at 12.5 – lowest level since January 2020. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Estimates are for 3.5

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Marketing Marketing Wealth Management Financial Advisor 52

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. To successfully make a move to a more holistic service offering, advisors must gain an understanding of the value clients seek in their services.

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Walkner Condon Financial Advisors

JUNE 2, 2023

Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. Hannah put together a varied and diverse group of speakers that both inspired and directed my future path in financial planning.

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Validea

NOVEMBER 4, 2022

Though that’s far below the $935 billion brought in last year, it’s on track to beat the previous record of $501 billion set in 2020. have lost $790 billion so far this year, a much steeper decline than 2021 and 2020, which lost $59 billion and $484 billion, respectively. Meanwhile, long-term mutual funds in the U.S.

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Taxes Financial Advisor Retail Management 52

The Chicago Financial Planner

FEBRUARY 5, 2022

That said, they did play in the AFC in their first year of existence but that’s getting too technical for this blog post. Kansas City won the 2020 game and the market had an up year in spite of the impact of COVID-19. Financial coaching focuses on providing education and mentoring on the financial transition to retirement.

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Validea

OCTOBER 4, 2022

In a previous article for Financial Advisor , Aaron Brown of AQR Capital Management advised buying stocks after the S&P 500 had recouped half of its losses for the year, pointing to historical context to back up that advice. If you’re new to Validea, consider taking a look at our product overview or introductory videos.

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Marketing Marketing Financial Advisor Economics 59

Walkner Condon Financial Advisors

MAY 27, 2022

I originally wrote this blog post in July 2021. However, this won’t be a new normal as much as a move toward “back to normal,” not only in our personal and social lives but also in our financial lives. . In the chart above, 2020 became one of only two years since 2000 that Americans’ personal savings rate eclipsed 10%.

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Indigo Marketing Agency

FEBRUARY 6, 2020

In addition to being a Certified Financial Planner (CFP ® ) practitioner, his educational background includes an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton. Learn Why This Independent Financial Advisor Chose Indigo Marketing Agency.

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Validea

NOVEMBER 29, 2023

The Cost of Pessimism Popular financial podcaster and Canadian financial advisor, Ben Felix, recently posted an excellent video, “ The (Expected) Cost of Pessimism ”, where he walked through the research and evidence on why and how pessimism in investing can detract from long-term returns. certainties).

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Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

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eMoney Advisor

NOVEMBER 17, 2022

1 Even after Americans’ collective experience of loss during the 2020 onset of the pandemic, we resist thinking about our own mortality. Financial advisors can get white-labeled versions of this resource for their clients. Those seeking professional advice may do so by consulting with a professional advisor.

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Validea

AUGUST 9, 2022

If you [called] your average financial advisor and said ‘Hey, what do you think is going on in a value index?’ In 2020, Lyrical’s strategy began to outperform again, even as the major indices continued to underperform. The post There’s Nothing Wrong With Value appeared first on Validea's Guru Investor Blog.

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Financial Advisor Investing Investments Assets 59

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. Most financial advisors say that our competition is too expensive and too generic for their needs.

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Zoe Financial

APRIL 21, 2023

According to the Morgan Stanley Institute for Sustainable Investing , “the vast majority of asset managers and owners (77%) reported an increase in ESG investing interest since May 2020, driven by shifting public sentiment, regulatory developments, and pressures from clients and investors.”

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Investing Investments Risk Tolerance Government 40

eMoney Advisor

MARCH 22, 2023

And 60 percent of young investors (ages 18–34) began investing after 2020. 1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

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BlueMind

MARCH 10, 2022

Although there is a fierce ongoing debate on the overall impact of digitization on the world (especially regarding employment rates), there is no doubt that it comes with many benefits for both financial advisors and their clients. E-Signature Adds to Convenience In 2020, the global digital signature market size reached $2.8

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Validea

APRIL 14, 2023

equities, reports an article in Financial Advisor. trillion in equities from the beginning of 2020 to mid-2022. Stocks appeared first on Validea's Guru Investor Blog. In a second consecutive week of outflows, Bank of America clients sold off around $2.3 billion in U.S.

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Indigo Marketing Agency

JULY 23, 2020

Financial advisor blogging really isn’t complicated, however, many advisors who are just getting started with their marketing know they should be producing content, but they have no idea what to write about. Today we’re going to answer the age-old question “Why should advisors have a blog?”

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Financial Advisor Clients Education Financial Planning 52

Validea

AUGUST 9, 2022

But when bond yields hit bottom in March 2020, the global economy was already undergoing a massive shift. appeared first on Validea's Guru Investor Blog. The 60/40 approach worked so well over the past 50 years and generated annual returns of 9.7%—almost The post The 60/40 Portfolio: Is It Dead?

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Portfolio Financial Advisor Clients Management 59

Sara Grillo

JUNE 2, 2022

This blog is not for the faint of heart. I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. So please subscribe!

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Financial Advisor Clients Ethics Numbers 69

eMoney Advisor

JANUARY 12, 2023

Part of their mission includes pro bono financial planning, which moved to a virtual format in 2020. You can learn about one financial professional’s experience with Britepaths in this article. Best for: All financial professionals. Junior Achievement. Website: jausa.ja.org/volunteer.

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Good Financial Cents

JANUARY 6, 2023

Start a Blog . Hire a Robo-Advisor. You can begin investing with Fundrise with as little as $10, and the company’s investors saw average returns of 7.31% in 2020 and 22.99% in 2021. Start a Blog. Over time, I learned the ins and outs of digital marketing and what it takes to make a blog successful.

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Investing Investments Accounting Certification 91

Zoe Financial

JUNE 6, 2023

This blog will guide you through systematic savings strategies that transform your big goal into manageable steps. From 2000-2020 the average annual tuition inflation was 5.1% You can find out if your state has such a program by talking to a financial advisor or even conducting a quick Google search.

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Education Taxes Financial Advisor Planning 52

James Hendries

JULY 13, 2022

So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. When times are turbulent, the surest path toward progress remains sound financial advice from dedicated professionals who have logged many hours in similar conditions. Click here to view the digital version.

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Leading Advisor

NOVEMBER 2, 2022

Did Covid make you feel inaccessible, irrelevant, and invisible in 2020-2022? appeared first on Leading Advisor - Simon Reilly. Has the new world economic disorder compounded how you may be feeling about being… The post Do you want to be accessible, relevant, and visible in 2023?

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