Validea

NOVEMBER 16, 2022

In late 2020, after loading up on its favorite stocks in the March crash earlier in the year, the Dodge & Cox Balanced fund (DODBX) took up a 5% short futures position in the S&P 500 in order to hedge against a possible future market decline. Meanwhile, on the equity side, financial services make up the largest sector in the fund.

Valuation 52

Valuation Portfolio Financial Services Management 52

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.

Ethics 175

Ethics Financial Advice CFP Financial Advisor 175

Carson Wealth

SEPTEMBER 11, 2023

Real incomes for non-managers have grown 5% since February 2020 (through August 2023), translating to an annual pace of 1.4%, which is slightly higher than the pre-pandemic trend. Here’s the non-inflation-adjusted data, since February 2020: Average hourly earnings for managers rose 11%. Many market participants hardly noticed.

Marketing 93

Marketing Marketing Government Economy 93

FMG

OCTOBER 6, 2022

Salesforce — From lead and contact management to customizable reports, Salesforce is one of the most powerful tools to help financial advisors find, nurture, and convert leads faster and easier. That’s a lot of financial advice and staff to manage — not to mention a lot of names, anniversaries, and meetings to remember.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Indigo Marketing Agency

DECEMBER 16, 2019

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. Email marketing strategies for financial advisors. Happy New Year!

Financial Advisor 52

Financial Advisor Marketing Marketing Engineering 52

Carson Wealth

JANUARY 16, 2024

Whatever happens, Carson Investment Research will be there to help, continuing to emphasize facts, not feelings, in our blogs, podcasts, and commentaries as we navigate the markets in 2024. Commodities moved from the worst performing asset class in 2020 to one of the best in 2021 and 2022 and right back down to the worst performing last year.

Investing 96

Investing Investments Marketing Marketing 96

BlueMind

JULY 15, 2022

Despite the regulators increasing measures to maintain transparency and integrity in the financial dealings of the market, mistakes happen even by the most well-intentioned advisors. Not only that, the added cost of hiring financial service employees to manage data adds to the cost of securing that data.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Walkner Condon Financial Advisors

MAY 12, 2023

She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role.

Executive Compensation 52

Executive Compensation Clients Communication License 52

Walkner Condon Financial Advisors

JULY 27, 2023

She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Alicia’s Experience One of my earliest experiences when I first decided to get into financial planning was participating in the Financial Planning Association’s Externship Program in the summer of 2020. I’m extremely lucky to share an office with a team of advisors whom I see as my mentors.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

eMoney Advisor

FEBRUARY 16, 2023

The Spectrem Group conducted a study that determined a breakdown of the services investors received, desired, and valued. 2 The chart below depicts those variables as applied to various value-add financial services and provides some insight into ways advisors can expand their service offerings based on what is desired and valued by clients.

Financial Planning 75

Financial Planning Clients Planning Estate Planning 75

BlueMind

MARCH 10, 2022

E-Signature Adds to Convenience In 2020, the global digital signature market size reached $2.8 A study conducted by LunarPens in 2020 showed that on average $20 can be saved when adopting e-signatures. Considering the number of documents handled each day by financial advisors, that amount can amass a significant number.

Compliance 52

Compliance Electronics Financial Advisor Clients 52

eMoney Advisor

FEBRUARY 9, 2023

These tech-savvy young professionals research everything online, but they want financial advice from an experienced professional. With a long financial future in front of them, planners can help these clients set and pursue their first financial goals. ” Fidelity, 2020. Sources: 1. November 16.

Financial Planning 95

Financial Planning Clients Planning Education 95

AdvisorPR

AUGUST 10, 2020

From a global pandemic to seismic movements against social injustices, the vast and numerous headlines of 2020 have sent shockwaves across every aspect of daily life. In my previous blog , I shared ways to brainstorm and prioritize the immediate needs and concerns of your clients and prospects.

Risk Tolerance 52

Risk Tolerance Media Clients Advertising 52

Carson Wealth

DECEMBER 18, 2023

In a previous blog , Sonu discussed why this is significant for the economy, inflation, and monetary policy. That period includes two bear markets, in 2020 and again in 2022. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 96

Marketing Marketing Economy Investing 96

Indigo Marketing Agency

AUGUST 11, 2020

Webinar marketing for financial advisors is the key to unlocking high conversion rates. If you’ve spent any time on my website or reading my blogs, you know I really like webinars. Time is money in the financial services industry. Guess what? Webinars weed out unqualified prospects.

Financial Advisor 52

Financial Advisor Clients Sales Risk Analysis 52

Carson Wealth

OCTOBER 30, 2023

Consider this: Real GDP growth has grown faster than what the Congressional Budget Office projected just before the pandemic in January 2020. Plus, as I pointed out in a prior blog, household balance sheets are in good shape. Governments cut back significantly between 2020 and 2022, in preparation for a storm.

Marketing 96

Marketing Marketing Economy Government 96

eMoney Advisor

MAY 9, 2023

The average NPS score for financial services firms is 44, down from 46 in 2022. When you have clear insight into how your clients perceive the experience you’re providing, the pursuit of service excellence becomes second nature. NPS Financial Services / 27 Banking NPS Scores.” ” January 2020.

B2C 101

B2C Clients Financial Services Financial Advisor 101

Carson Wealth

FEBRUARY 5, 2024

That’s a strong service sector! I’ve noted in previous blogs that the prime-age employment-population ratio is a preferred metric. The prime-age employment-population ratio is 80.6%, matching the highest recorded in the last cycle in January 2020, when the economy appeared to be in pretty good shape (pre-COVID). There’s more.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Zoe Financial

APRIL 17, 2023

Implementing these strategies can help reduce tax bills, save more, and achieve financial goals sooner. But March 2020, when the S&P fell significantly but later rebounded, demonstrated that taking advantage of these opportunities throughout the year is even more beneficial. People often focus on harvesting tax losses at year-end.

Taxes 40

Taxes Retirement Tax Planning CFP 40

Trade Brains

MAY 25, 2023

Here are a few of the famous awards won by Zerodha recently: — ET Startup of the Year (2020) — National Stock Exchange (NSE) “Retail brokerage of the year 2019” (& 2018) — Outlook Money “Retail broker of the year 2017” — Ernst & Young “Entrepreneur of the year (Startup) 2017” 2.

Investing 98

Investing Investments Accounting Education 98

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. Source: [link]. What a joke.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

SEPTEMBER 12, 2022

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Given there are 92, 814 certificants this is 0.1% Is that too much?

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

SEPTEMBER 5, 2023

MILLER: And so I took it as, you know, this was in the spring of 2020, I was thinking, boy, if all this is true, there’s going to be 11 people left in Manhattan by the fall, which of course was not the story. The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services.

Sales 130

Sales Numbers Taxes Marketing 130

AdvisorPR

OCTOBER 29, 2020

To consider how wealth advisors ought to speak to clients in this period is Alana Kohl, president of AdvisorPR , a public relations firm that focuses on the financial advisory sector. No matter who wins the 2020 presidential election, roughly half of the population is not going to be happy. No matter what, some clients won’t be happy.

Communication 52

Communication Clients Planning Financial Services 52

The Big Picture

MAY 16, 2023

So I used to leave these whack job comments on his blog. He had this blog and back in the day, blogs had blog roles. RITHOLTZ: By the way, I have said that the very first financial blog was Todd Harrison’s “Trading Diary” LINDZON: Amazing. Your blogs. RITHOLTZ: Down here in New York.

Media 278

Media Investing Investments Valuation 278

The Big Picture

APRIL 11, 2023

In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. You have a blog. And can we not say that financial services haven’t been wildly disrupted over the past 40 years? What was that period like in 2020 and ‘21?

Valuation 286

Valuation Education Government Numbers 286