Nerd's Eye View

JANUARY 23, 2023

Traditional forms of marketing used by financial advisors – 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.

Marketing 221

Marketing Marketing Financial Planner Education 221

Nerd's Eye View

FEBRUARY 14, 2024

However, by the 1970s, the "investment counsel" term had largely fallen out of use in favor of the more generic (and less regulated) "financial advisor", which grew in popularity as insurance and mutual fund salespeople began to co-opt the title and position themselves as "advisors" while still being both compensated and regulated as salespeople.

Retirement 115

Retirement Financial Advisor Insurance Sales 115

Investment Writing

FEBRUARY 6, 2024

If you’re using your CFP designation in sales or advertising Here’s what The Chicago Manual of Style says on its website: Q. In publications that are not advertising or sales materials, all that is necessary is to use the proper spelling and capitalization of the name of the product. What about the CPA?

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

Indigo Marketing Agency

SEPTEMBER 15, 2023

Save Time, Focus on Clients You understand the importance of a cohesive marketing strategy, but perhaps you lack the time or expertise to execute it. At Indigo, we manage it all for you, so you can focus on serving your clients and growing your practice with peace of mind. That’s where we come in.

Marketing 52

Marketing Marketing Financial Advisor Media 52

Indigo Marketing Agency

JUNE 20, 2023

For financial advisors, leveraging platforms like Google can significantly enhance your visibility and help you attract new prospects. For example, a potential client may research multiple financial advisors before making a decision. So you’ve taken the plunge with Google Ads—now what?

Financial Advisor 52

Financial Advisor Tax Planning Taxes Clients 52

Inside Information

SEPTEMBER 28, 2021

The petition notes that the SEC, in response to litigation from the Financial Planning Association back in 2005, had proposed to go further, and require anyone holding themselves out as a “financial planner” or providing “financial planning services,” or delivering a financial plan to their customers, be required to register as an RIA. .

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Harness Wealth

JUNE 9, 2023

Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. THOMAS RAMPULLA, MANAGING DIRECTOR, FINANCIAL ADVISOR SERVICES DIVISION, VANGUARD: Thanks, Barry.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

Inside Information

APRIL 26, 2023

We all like to know who are the real up-and-comers in our profession, the younger career financial planners who are exhibiting strong professional leadership skills and extraordinary talents. Wait; what?!? But the magazine keeps sending issues to me. But then a “Top 40 Under 40” article caught my eye.

Financial Planner 40

Financial Planner Financial Planning Planning Financial Advisor 40

Sara Grillo

SEPTEMBER 26, 2022

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.” . I am an irreverent and fun marketing consultant for financial advisors. Get ready for a rumble, folks!

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 14, 2023

Once you find your niche, you’ll find clients all over the web.” – Kevin Mercadante, Freelance Writer since 2010 If there’s a topic area where you’re knowledgeable, and you have a desire to write on a regular basis, this could be the side hustle for you. In my case, it was my experience as a financial planner. Ads by Money.

Communication 90

Communication Investing Investments Accounting 90

Sara Grillo

SEPTEMBER 12, 2022

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.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

APRIL 25, 2023

My first job out of law school was at a mid-sized law firm out of Princeton, New Jersey, and I would have clients who wouldn’t call when an issue arose. For most of the clients that come to us for startup work, right? HAMBURGER: So, what I realized is that people were intimidated by law firms. HAMBURGER: That was it.

Compliance 154

Compliance Wealth Management Clients Management 154