Nerd's Eye View

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Read More.

Education 247

Education CFP Certification License 247

James Hendries

JULY 13, 2022

We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. Please reach out to your trusted financial advisor with any questions.

Banking 98

Banking Investment Advisor License Insurance 98

AdvicePay

JANUARY 25, 2023

For financial advisors like you, 2022 was a big year. From working with next-gen clients and producing more revenue to transforming how financial advice is delivered to your clients, you have done fantastic work this past year!

Financial Advice 59

Financial Advice Financial Advisor Clients Management 59

Sara Grillo

JUNE 2, 2022

There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. I’m keeping a running tally of these BS advisor ranking lists and please let me know if there are any I am missing, I’ll put them on my hit list. I am a CFA® charterholder and financial advisor marketing consultant.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Zoe Financial

APRIL 23, 2023

– 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. We believe financial advice should come from unbiased and certified professionals.

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

Nerd's Eye View

JANUARY 17, 2024

While it could be decades before we know those answers, at the moment, professionals across every industry, including financial advice, are working to learn how they can leverage this new and remarkable tool to make their practices more efficient. Read More.

Financial Advice 130

Financial Advice Financial Planning Clients Planning 130

Zoe Financial

MAY 8, 2023

– 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. We believe financial advice should come from unbiased and certified professionals.

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

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!

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Zoe Financial

MAY 1, 2023

– 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. We believe financial advice should come from unbiased and certified professionals.

Marketing 96

Marketing Marketing Financial Advisor Wealth Advisor 96

Indigo Marketing Agency

AUGUST 23, 2023

These trendsetters now form the bulk of the global workforce, and as they ascend, they’re on the lookout for financial advisors who understand their evolving financial landscape. Beneath the surface, there are three compelling reasons why financial advisors should focus on millennials.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Financial Advice 52

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Indigo Marketing Agency

SEPTEMBER 6, 2022

We’re happy to announce that Indigo Marketing Agency was featured in Bob Veres’s August 2022 issue of Inside Information , a go-to resource for financial planning, financial advisor, and investment advisor professionals. Why Are Testimonials Important for Financial Advisors?

Marketing 97

Marketing Marketing Financial Advisor Compliance 97

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. This debate went psycho at times.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

eMoney Advisor

DECEMBER 15, 2022

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. Over the next decade, more than a third of advisors (37 percent) are estimated to be retiring, according to a 2022 Cerulli Associates study.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

eMoney Advisor

MARCH 22, 2023

1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. In fact, the Fidelity Investments 2022 Investor Insights Study found that 63 percent of GenY and Gen Z believe working with an advisor is key to achieving financial success.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

James Hendries

JULY 21, 2022

How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. When times are turbulent, the surest path toward progress remains sound financial advice from dedicated professionals who have logged many hours in similar conditions.

Clients 52

Clients Investment Advisor License Financial Advice 52

eMoney Advisor

DECEMBER 20, 2022

Whether up or down, it’s likely they are here to stay, and financial advisors will continue to be asked about them by their clients. According to a survey from Bitwise and ETF Trends, 94 percent of financial advisors fielded client questions about cryptocurrency in 2021. Risks Associated with Crypto.

CFP 62

CFP Fiduciary Duty Financial Advice Education 62

James Hendries

DECEMBER 12, 2022

Even after another dizzying year, as 2022 proved to be. If 2022 was about recognizing imbalances that had built in the economy and starting to address them, we believe 2023 will be about setting ourselves up for what comes next as the economy and markets find their way back to steadier ground—even if the adjustment period continues.

Clients 52

Clients Economy Investment Advisor License 52

WiserAdvisor

JULY 27, 2023

The advent of ChatGPT in 2022 brought about a revolutionary transformation across various industries, showcasing the potential of artificial intelligence in shaping our future. The ability to process vast amounts of financial data and generate insights in a quick and automated manner has undoubtedly brought significant value.

Retirement Planning 40

Retirement Planning Financial Advisor Retirement Planning 40

Zoe Financial

SEPTEMBER 25, 2023

– 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. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JUNE 5, 2023

– 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. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Tax Planning Financial Advisor 52

Zoe Financial

MARCH 6, 2023

– 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. Find An Advisor Recent Blogs Market Drama March 6, 2023 Does Awards Season Impact Entertainment Space Earnings?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

DECEMBER 16, 2022

December 19, 2022. 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. Zoe’s Vetting Process to Find Top Financial Advisors. About Zoe Financial.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

eMoney Advisor

APRIL 13, 2023

Closer Than Ever to Clients “We are incredibly bullish on the future of financial advice.” ” That’s Shawn Mihal, LPL’s new head of financial institution services, sharing his firm’s recent successes with the Bank Insurance and Securities Association (BISA). Sources: 1. BISA Portfolio.

Banking 74

Banking Clients Planning Financial Planning 74

Zoe Financial

AUGUST 28, 2023

Macro data: New home sales reached highest lever since July 2022 despite seeing highest mortgage rates in years. hourly wage data. – Andre 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.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JANUARY 9, 2023

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. Zoe’s Vetting Process to Find Top Financial Advisors. Zoe’s Vetting Process to Find Top Financial Advisors.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JANUARY 16, 2023

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. Zoe’s Vetting Process to Find Top Financial Advisors. Zoe’s Vetting Process to Find Top Financial Advisors.

Marketing 52

Marketing Marketing Financial Advisor Numbers 52

Zoe Financial

OCTOBER 2, 2023

– 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. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 11, 2023

– 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. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

APRIL 3, 2023

– 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. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MARCH 27, 2023

– 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. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 23, 2023

– 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. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Tax Planning Financial Advisor 52

Zoe Financial

JANUARY 23, 2023

. – 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. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

DECEMBER 12, 2022

December 12, 2022. 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. Zoe’s Vetting Process to Find Top Financial Advisors. About Zoe Financial.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Zoe Financial

SEPTEMBER 18, 2023

– 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. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 22, 2023

– 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. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52