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

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

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

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

Zoe Financial

APRIL 17, 2023

Implementing these strategies can help reduce tax bills, save more, and achieve financial goals sooner. The deadline for tax filing is around the corner. Besides meeting all the requirements for this date, have you considered the impact of implementing long-term tax strategies on your wealth?

Taxes 40

Taxes Retirement Tax Planning CFP 40

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. First, you want to create value.

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

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. RITHOLTZ: More than that, double, and it’s no bargain in terms of real estate taxes. RITHOLTZ: Fleeing, right.

Sales 130

Sales Numbers Taxes Marketing 130

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

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.

Valuation 289

Valuation Education Government Numbers 289

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 281

Media Investing Investments Valuation 281