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The Diamond Podcast for FinancialAdvisors: 10 Ways Top Advisors Are Growing Their Businesses The Diamond Podcast for FinancialAdvisors: 10 Ways Top Advisors Are Growing Their Businesses A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams and firms in the business.
As fiduciaries, financialadvisors are required to disclose any conflicts of interest that exist between themselves and their current and potential clients.
As a result, financialadvisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. They also make up the second biggest client base for financialadvisors after baby boomers. trillion annually.
Welcome to the 412th episode of the FinancialAdvisor Success Podcast ! Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. Welcome everyone! Read More.
She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. EP Wealth Hires Integrations Head From Captrust $32.6B A native of Los Angeles, she now lives in Rocklin, Calif.
They showed a slight preference for ETFs or trusts, with 28% of respondents citing them, followed closely by traditional brokerage platforms (24%), centralized exchanges (21%), custodial investment platforms accessible through their financialadvisors for digital asset investment (16%) and decentralized exchanges (10%).
With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financialadvisors and their investors.
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She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif.
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In between all the fun and games, the likes of Focus Financial CEO Michael Nathanson, Rise Growth Partners founder Joe Duran, TradePMR President and CEO Robb Baldwin and others took the stage in front of an audience of 1,600 attendees, including 1,000 financialadvisors, at The Boca Raton resort in Boca Raton, Fla.
Related: Understanding the Client Retention Hurdle in RIA Sales “From LPL’s integrated and streamlined technology to the fact that they are self-clearing, everything LPL offers is with advisors in mind,” he said in a statement. The team serves individuals, families and business owners. a suburb of Nashville.
When promoting an open position, firms can benefit from advertising beyond their personal networks and local geographic areas. Further, including salary details and growth potential in the job listing, as well as avoiding the use of industry jargon or gendered language, can further broaden the pool of people excited to apply.
RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. According to a spokesperson, his firm will continue operating under its name for the foreseeable future, but will eventually change to LifeBridge Financial Group.
The services they offer are great differentiators and help make advisors a go-to resource for navigating the intricacies of retirement income planning (which is very complex), healthcare-cost planning (a too often overlooked major expense), and as an end-of-life services guide (in the case of bQuest).
Additionally, we expect that these services will create scale and efficiency for our branch teams, which can increase our financialadvisors' capacity to serve more clients more completely.” Related: Goldman Sachs Adds ‘ETF Look Through’ to Direct Indexing Strategy Edward Jones and Natixis IM have worked together since 2011.
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She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif.
However, the most fulfilled advisors we work with are those who regularly reconnect with their “why.” Related: The Diamond Podcast for FinancialAdvisors: What It Takes to Become a Multi-Million-Dollar Producer • Have I defined what success looks like, and am I moving toward it?
Related: The Diamond Podcast for FinancialAdvisors: Doug Fritz on AI, Strategy and the Future of Wealth Management We are in the process of moving over to Orion’s portal system. But their house was linked to Zillow, and the value had gone down a ton. We had to deal with this major fire before figuring out it was no big deal.
He has authored many articles that have appeared in prominent estate planning and taxation journals, magazines and newsletters, including Lawyer's Weekly, Trusts & Estates Magazine, Estate Planning Magazine, Journal of Taxation, Tax Management Estates, Gifts and Trusts Journal. See more from Alison E.
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According to the most recent Kitces Research on Advisor Marketing, one of the most efficient marketing strategies is Search Engine Optimization (SEO), which involves taking a series of actions meant to get an advisor's website listed at the top of the rankings of a search engine like Google for specific search terms.
She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. Q&A: What Was Behind Schechter’s Decision to Sell to Arax? A native of Los Angeles, she now lives in Rocklin, Calif.
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Financialadvisors who pay third parties to solicit or refer prospective clients to generate new business have historically been subject to the SEC’s Cash Solicitation Rule. These requirements include ensuring that promoters are eligible to receive compensation for testimonials or endorsements (i.e.,
She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif.
Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financialadvisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.
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In the context of financialadvisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. SEO tactics, drip marketing campaigns, and online advertisements).
Welcome to the May 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financialadvisors!
Traditional forms of marketing used by financialadvisors – including networking with one’s friends and family members, cold-calling, and paid advertising – have been effective at reaching a ‘typical’ client base of older, wealthy retirees.
Plan for Current Business Needs. First, let’s talk about the importance of a businessplan. How does an idea develop into a fully functioning business? It takes vision, work, and a good plan. For entrepreneurs, we call this map a businessplan. Creating a marketing plan.
Ptak said buffer ETFs, by and large, had delivered on their promises and found “the average dollar invested in buffer ETFs has exceeded the ETFs’ total returns, meaning investors have been able to achieve the potential outcomes advertised.” He also previously served as editorial director for Waste360.
The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s FinancialAdvisor Services Director , is below. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. You’re listening to Masters in Business on Bloomberg Radio. We didn’t do advertising. RITHOLTZ: Sure.
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