The Chicago Financial Planner

FEBRUARY 2, 2024

Ask your financial advisor about their client base. If you are a corporate employee looking for help planning for the exercise of your stock options, you should ask the adviser about their knowledge and experience in dealing with clients like you. Are we the exception or the norm for you? Need help getting on track?

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

Calculated Risk

JANUARY 17, 2024

Several Districts noted increased leisure travel, and a tourism contact described New York City as bustling. Contacts from nearly all Districts reported decreases in manufacturing activity. Six Districts noted that their contacts had reported slight or modest price increases, and two noted moderate increases.

Economics 101

Economics eCommerce Manufacturing Sales 101

Nerd's Eye View

NOVEMBER 21, 2023

Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households.

Clients 204

Clients Financial Advisor Wealth Management CFP 204

Nerd's Eye View

NOVEMBER 13, 2023

In this post, Kitces Senior Financial Planning Nerd Ben Henry-Moreland writes about the unique challenges created by virtual meetings and how advisors can optimize their meeting space (as well as the structure of the meetings themselves) as a virtual environment.

Clients 224

Clients Financial Planning Planning Communication 224

Million Dollar Round Table (MDRT)

FEBRUARY 20, 2024

By Jack Stone, Cert PFS When I joined this profession, I was told to prepare a list of names to contact as prospects, and my friends and family should be on the list. I was reluctant, however, to include people close to me who I cared about, because I didn’t want to upset my special relationships with them and I feared rejection.

Insurance 78

Insurance Clients Sales 78

Nerd's Eye View

OCTOBER 20, 2023

Also in industry news this week: The latest update on the status of the Department of Labor's proposed regulation related to fiduciary advice on retirement accounts and why the agency is referring to it as a "retirement security rule" rather than a "fiduciary rule" A report suggests that RIA M&A surged in the 3rd quarter, as large acquirers resumed (..)

Financial Planner 213

Financial Planner Retirement Planning Retirement Healthcare 213

The Irrelevant Investor

JANUARY 4, 2024

The post The Compound and Friends: How To Find the Biggest Winners appeared first on The Irrelevant Investor.

Accounting 97

Accounting Marketing Marketing 97

Nerd's Eye View

SEPTEMBER 5, 2023

Olivia is the Founder of Lexicon Advisor Marketing, a virtual outsourced digital marketing company that specializes in working with financial advisors to generate a steady flow of prospects.

Financial Advisor 193

Financial Advisor Marketing Marketing Media 193

Indigo Marketing Agency

APRIL 28, 2023

Here are my tips for growing your email list, as well as two videos to show how to add people to your email list in both Constant Contact and MailChimp! We uploaded the business contacts and personal contacts for one of our advisors and did a simple A/B test. Learn more about our Total Marketing Package today.

Engineering 98

Engineering Retirement Numbers Marketing 98

Abnormal Returns

APRIL 17, 2023

Podcasts Brendan Frazier talks with Barry Ritholtz about what actually helps change behavior. kitces.com) A trusted contact is not sufficient to prevent elder financial abuse. wiredplanning.com) Frazer Rice on what it takes to successfully fund and plan a career pivot. riabiz.com) Private equity is still pouring into the RIA space.

Financial Advising 130

Financial Advising Compliance Retirement Planning 130

The Big Picture

FEBRUARY 14, 2023

Consider this definition: “ Investing is the art of using imperfect information to make probabilistic assessments about an inherently unknowable future.” We spend far too much worrying about Black Swans than the mundane. Instead of stressing about shark attacks, you should manage your blood pressure and cholesterol.

Investing 283

Investing Investments Management Insurance 283

Indigo Marketing Agency

MARCH 21, 2024

Financial advisors often wonder about the tangible benefits of investing in SEO. You can learn more about them here. Conversion Rate: Analyzing the percentage of website visitors who take desired actions, such as filling out a contact form or scheduling a consultation. How Does SEO Impact My Business?

Financial Advisor 89

Financial Advisor Engineering Consulting Financial Advice 89

Tobias Financial

APRIL 11, 2024

If you’re interested in learning more about the topics covered in our Financial Planning Seminars, don’t hesitate to reach out to us, we are here to help. Contact us today, and let’s discuss how we can assist with your specific financial situation. appeared first on www.tobiasfinancial.com.

Wealth Advisor 52

Wealth Advisor Financial Planning Asset Allocation CFP 52

Million Dollar Round Table (MDRT)

APRIL 11, 2023

Try these quick-hit ideas from around the world about referrals, scheduling your work week, prospecting and standing out. I will then contact this person, tell them that they’ve been nominated as an emergency contact and start conversing with them. They may give you that extra boost forward in your profession.

Clients 82

Clients Insurance Financial Advisor Sales 82

Good Financial Cents

MAY 11, 2023

This officer serves as a contact point for users who have concerns about their experiences on the platform and are unable to report them through other channels. Scammers pose as friends or contacts and request the verification code sent to the victim’s phone number, claiming they mistakenly entered the wrong number.

Numbers 85

Numbers Education Accounting Communication 85

Million Dollar Round Table (MDRT)

APRIL 25, 2023

By Antoinette Tuscano While there’s nothing comical for financial advisors about attracting prospects, you can use comic books to capture their attention on social media. He shares sections of these comic books on social media platforms such as Instagram to encourage people to contact him.

Media 87

Media Insurance Financial Advisor Education 87

Sara Grillo

FEBRUARY 23, 2024

That is why I wrote this blog about financial advisor technology tips for those who are not the best with things computer-related. 2 Don’t forget about the free stuff There is a ton of free technology for financial advisors! I’ve found its interface to be not quite as intuitive as Constant Contact. Easy as pie.

Financial Advisor 52

Financial Advisor Media Assets Accounting 52

Nerd's Eye View

MARCH 28, 2023

Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results.

Marketing 199

Marketing Marketing Financial Advisor Strategic Planning 199

MarketWatch

FEBRUARY 15, 2023

European regulators have contacted the e-commerce giant, with questions about Roomba’s ability to take pictures as it moves about a home, according to the report. The European Union plans to investigate Amazon.com Inc.’s billion acquisition of iRobot Corp.

Planning 98

Planning Marketing Marketing 98

Million Dollar Round Table (MDRT)

OCTOBER 19, 2023

We only need to worry about clients moving online if we are conducting business like it’s merely transactional. I always remember that life insurance is all about the people. Using technology to meet people Daily, I spend at least one hour on social media to look for three to four people who I want to talk to, and then I contact them.

Clients 79

Clients Media Insurance Consulting 79

Indigo Marketing Agency

MAY 31, 2023

To that end, become a better listener; make eye contact, paraphrase what you’re hearing them communicate, and have a posture of engagement (don’t cross your arms, lean away, or avoid eye contact). Dr. Cherry said, if it makes you uncomfortable to sit silently, think about what’s going on around you.

Clients 100

Clients Financial Advisor Communication Marketing 100

Calculated Risk

NOVEMBER 30, 2022

Economic activity was about flat or up slightly since the previous report , down from the modest average pace of growth in the prior Beige Book period. Interest rates and inflation continued to weigh on activity, and many contacts expressed greater uncertainty or increased pessimism concerning the outlook.

Sales 98

Sales Manufacturing Banking Economics 98

Nerd's Eye View

OCTOBER 9, 2023

by including calls to action, tools to contact the advisor and schedule meetings, or newsletter signup forms), there's a good chance that any money spent on SEO will go to waste if there's nothing encouraging visitors to take steps towards becoming a client!

Engineering 192

Engineering Financial Advisor Management Advertising 192

Abnormal Returns

SEPTEMBER 19, 2022

notboring.co) Companies are making it harder and harder to contact customer support. nytimes.com) Russia is pushing misinformation about global food insecurity. (awealthofcommonsense.com) Companies Why Figma was worth $20 billion to Adobe ($ADBE). hunterwalk.com) How new 'magical' technologies displace incumbents.

Financial Advising 130

Financial Advising Food Media Management 130

The Chicago Financial Planner

FEBRUARY 8, 2023

Many retirees and others collecting Social Security wonder about the tax treatment of their benefit. According to estimates by the Social Security Administration (SSA), about 56% of the people who receive Social Security pay taxes on their benefits. How do taxes on Social Security work? Need help getting on track? FINANCIAL WRITING.

Taxes 291

Taxes Retirement Financial Planner Financial Advisor 291

Sara Grillo

APRIL 19, 2024

” I’m going to answer that question in this blog about financial advisors stealing money and how to protect yourself. I was recently featured in a MarketWatch article about how to find a good financial advisor. Also, here are some tips about how to check out a financial advisor’s Form ADV – which you should do!

Financial Advisor 95

Financial Advisor Financial Advice Accounting Compliance 95

Million Dollar Round Table (MDRT)

NOVEMBER 6, 2023

Because of personal branding, my business model shifted from a hunting model, where I spent lots of time prospecting, to an attraction model, which is where prospects contact me ready to buy. Personal branding also forces advisors to think about how we can improve our businesses before shouting it out to our target markets.

Clients 82

Clients Financial Advisor Communication Media 82

Trade Brains

NOVEMBER 28, 2023

While not all are harmful, a lot of them, once installed, push you to share personal details like your name, address, contacts, photos, ID cards, and bank details. If a customer misses a payment, this company starts targeting not only the customer but also their contacts. Many apps claim to offer easy loans in minutes.

Advertising 64

Advertising Media Banking Distribution 64

Calculated Risk

MAY 31, 2023

Expectations for future growth deteriorated a little, though contacts still largely expected a further expansion in activity. Demand for transportation services was down, especially in trucking, where contacts reported there was a "freight recession." Economic activity was little changed overall in April and early May. emphasis added

Economics 49

Economics Transportation Healthcare Budgeting 49

NAIFA Advisor Today

JULY 12, 2022

Do you ask your clients for trusted contacts? Since 2018, brokerage firms have been required by FINRA Rule 4512 to ask their retail customers to provide the name and contact information of a trusted contact person. If you’re not already asking clients for trusted contacts, here are two key reasons why you should.

Clients 52

Clients Wealth Management Retail Financial Planning 52

Sara Grillo

APRIL 15, 2024

She talks about why she made the jump and what life is like now as an hourly financial planner. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I feel like I am on the quest for the Holy Grail trying to talk to people about hourly planning.

Financial Planner 59

Financial Planner Financial Advisor Consulting Financial Planning 59

The Irrelevant Investor

JANUARY 6, 2023

The post The Compound and Friends: Gold is About to Break Out Big appeared first on The Irrelevant Investor.

Marketing 90

Marketing Marketing 90

Investment Writing

MARCH 19, 2024

But I wondered if there was a rule that I should know about. Write a great “about” page “ The 7 Questions Your ‘About’ Page Should Answer ” by Andy Crestodina was highly recommended by my friend, the extraordinary copywriter Robyn Bradley, so I had to check it out. It features a nice template and practical tips.

Communication 52

Communication Clients Investing Investments 52

The Chicago Financial Planner

FEBRUARY 6, 2022

You may be able to do everything online, otherwise contact the plan administrator at your company. Check out my Financial Review/Second Opinion for Individuals service for detailed guidance and advice about your situation. If you haven’t started deferring a portion of your salary into the plan this is great time to start.

Retirement Planning 189

Retirement Planning Retirement Financial Planner Planning 189

Million Dollar Round Table (MDRT)

JANUARY 8, 2023

I specialize in love and marriage as my niche, so my TikTok account is about how to do financial planning together and grow together. Social media is about being a magnet so you can attract those needles that go flying out of the ocean. —Yeon Hwa Yoon , Seoul, Korea, 11-year MDRT member. Showing the love. It helps me gather referrals.

Clients 79

Clients Media Food Financial Advisor 79

Indigo Marketing Agency

APRIL 2, 2024

Emails sent to your audience can be about anything. Email campaigns don’t have to be wholly focused on pushing someone toward contacting you right this second. It’s about conversation. At the end of the day, it’s not about sending out emails, it’s about talking to humans. Humans also love a good story.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Integrity Financial Planning

JULY 20, 2022

Brian shares what he tells clients about investing and retirement planning. Brian shares about a client who was heavily invested in one stock, Netflix. When you think about retirement, have you thought about what you’ll do? Think about what you want to do with the money you’ve saved all these years.

Investing 98

Investing Investments Retirement Retirement Planning 98