Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

Financial Planner 246

Financial Planner Compliance Fee Only Communication 246

The Big Picture

JUNE 24, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Evolution of Financial Advice. The weekend is here! To be a successful investor you need to possess a number of different traits. You need to understand how math, statistics and probabilities work.

Math 268

Math Advertising Financial Advice Assets 268

Midstream Marketing

OCTOBER 30, 2024

Key Highlights The financial advice world is changing. They need to put in more effort to attract prospective clients looking for financial advice. A strong marketing plan and effective advertising adviser practices related to Form ADV are essential for successful marketing practices.

Investment Advisor 52

Investment Advisor Investing Investments Ethics 52

Indigo Marketing Agency

MARCH 19, 2025

Best Ad Practices That Work for Marketing Financial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. The major media platforms, like Meta, LinkedIn, and Instagram, make money from advertisers.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Million Dollar Round Table (MDRT)

APRIL 25, 2024

By Bryce Sanders It is easy to think the financial services industry is engaged in a race to the bottom when there are ads telling people they can trade stocks “for free.” This advertising appeals to DIY buyers, but it doesn’t appeal to everyone. Why should clients feel comfortable paying for financial advice?

Risk Tolerance 103

Risk Tolerance Financial Advisor Asset Allocation Advertising 103

Sara Grillo

NOVEMBER 25, 2024

This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. These offers are limited to the services advertised in the promotions contained on this page. There is a special emphasis on clear disclosure of services and their related fees.

Insurance 52

Insurance Financial Advisor Consulting Clients 52

Midstream Marketing

DECEMBER 10, 2024

Offering Personalized Financial Advice Through Video Marketing In today’s world, people really like visuals. This is why video marketing works well for financial advisors. Using Pay-Per-Click (PPC) Advertising to Target Specific Audiences PPC advertising is a useful tool for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

DECEMBER 6, 2024

Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. It is crucial to follow SEC rules because the laws for advertising in financial services are strict. Financial products can be complex as well. As a result, you can get more leads.

Marketing 52

Marketing Marketing Media Engineering 52

Sara Grillo

DECEMBER 16, 2024

This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. These offers are limited to the services advertised in the promotions contained on this page. There is a special emphasis on clear disclosure of services and their related fees.

Financial Advisor 52

Financial Advisor Consulting Planning Retirement Planning 52

eMoney Advisor

APRIL 20, 2023

And while there is endless information available to help people answer their questions about money, financial professionals can position themselves online to reach those who are seeking additional support. The key is ensuring you and your business show up when consumers are looking for financial advice.

Advertising 74

Advertising Financial Advisor Engineering Financial Planning 74

The Big Picture

MAY 7, 2024

And she has really managed to accomplish tremendous things, not just at Microsoft, where she ran MSNs advertising and marketing, not just at Yahoo or Pinterest, but even a small startup like Honey, which she was president and sold pretty quickly to PayPal for $4 billion. San Diego State studying journalism and advertising. It was fun.

Startup 147

Startup Advertising Engineering Numbers 147

BlueMind

MARCH 25, 2022

Although paid advertising can be complex on this platform, if done right it can help generate good quality leads from the billions of people that use Facebook every day. With this format of Facebook advertising, you will be able to generate leads on the same platform, without having your visitors divert to any website.

Financial Advisor 52

Financial Advisor Advertising Insurance Financial Advice 52

Sara Grillo

JANUARY 3, 2025

If you are charging for financial advice on an hourly basis and you estimate the complexity wrong, you have misled the client. He doesnt agree with the myth that hourly financial planning is a poverty business. As an hourly financial advice firm, you will be rare and people will demand your services for that reason alone.

Financial Planning 59

Financial Planning Planning Financial Advice Financial Advisor 59

Indigo Marketing Agency

APRIL 3, 2024

You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. Do you choose: Newspaper ad Radio spot Billboard Phonebook ad (Remember…there IS a right answer!) A smart financial advisor would invest in the phonebook ad every time.

Financial Services 52

Financial Services Financial Advisor Advertising Engineering 52

The Big Picture

DECEMBER 7, 2022

The new owners of the channel needed to attract viewers if they want to sell advertising and generate a return on their investment. How does all of this “free financial advice” impact your collective psyche? The post 24/7 Financial Advice appeared first on The Big Picture. Viewership soared… ~~~.

Financial Advice 290

Financial Advice Media Engineering Advertising 290

Midstream Marketing

APRIL 14, 2025

Sites like Facebook, LinkedIn, and Twitter allow advisors to share valuable content, engage with followers, and show their expertise in the financial industry. When financial advisors share helpful articles, blog posts, and videos on social media, they can show their knowledge and give good financial advice.

Financial Advisor 52

Financial Advisor Media Clients Financial Guidance 52

Midstream Marketing

MARCH 10, 2025

Offering great customer service, personalized financial advice, and consistently going beyond what clients expect helps build your brand reputation. By using effective referral strategies and steering clear of common errors, financial advisory firms can do better than with traditional advertising.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Good Financial Cents

APRIL 19, 2023

Advertise with Your Car 22. Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. Check out their site to see if they’re currently advertising in your area. Deliver for Instacart 16. Rent Your Car 18.

Accounting 105

Accounting Investments Investing Media 105

Tucker Advisors

NOVEMBER 11, 2021

According to a new survey from Credit Karma , 56% of Gen Z and Millennials intentionally seek out financial advice online or through social media, and YPulse’s data shows that the internet is one of their top sources for financial advice as well. The advice that we seek and choose to take in is everywhere around us.

Financial Advisor 52

Financial Advisor Accounting Financial Advice Media 52

Clever Girl Finance

DECEMBER 13, 2023

For example, you may be looking for financial advice for single ladies , or you may need ideas on how to survive financially as a single mom. Articles related to living on one income Living on one income will require consistency and dedication, but you can do it! After all, $5 every month adds up!

Budgeting 98

Budgeting Planning Financial Planning Accounting 98

Inside Information

SEPTEMBER 28, 2021

The list of things that would trigger the requirement to register also includes the delivery of a financial plan, holding out as providing advice or holding out in any way (presumably including advertisements) that indicates the offer of holistic financial advisory services.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Harness Wealth

JUNE 9, 2023

And while a nearly 10% return on stocks over a 1-year period may seem pretty good on the surface, it quickly erodes to not much more than what a high-yield savings account might advertise. Please note that the following is for informational purposes only and that this is not financial advice.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Inside Information

OCTOBER 30, 2021

He thinks that the distinction has been deliberately (and very effectively) blurred by the brokerage industry, which advertises itself as helping facilitate peoples’ dreams with financial planning and investment advice, whose brokers call themselves, on their business cards, advisors, vice presidents of investments or wealth managers.

CFP 40

CFP Commission Investments Investing 40

The Big Picture

OCTOBER 19, 2022

We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. How does Vanguard operate and not advertise, not pay shelf space? But I think the move to fee-based advice in a broker-dealer community really helped drive that. And it’s financial advice.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

Sara Grillo

OCTOBER 7, 2024

This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. These offers are limited to the services advertised in the promotions contained on this page. There is a special emphasis on clear disclosure of services and their related fees.

Clients 59

Clients Financial Advisor Consulting Management 59

Sara Grillo

MARCH 16, 2024

The people who come to Immersion are those who are called to the mission of furthering the ideals of: Honesty Integrity Humility Fairness Logic, and Advocacy in all aspects of financial advice, with a special focus on Advice Only , Flat Fee , and Hourly service models. But… what’s an “Immersion”???

Financial Advice 52

Financial Advice Communication Financial Advisor Consulting 52

The Big Picture

APRIL 25, 2023

ADVERTISEMENT) RITHOLTZ: Prior to 2022, when rates were cheap, when rates were zero, when capital was plentiful, it seemed like the entire industry went through this wild merger frenzy. ADVERTISEMENT) RITHOLTZ: Tell us about your practice. HAMBURGER: It was a lovely place to live for a short period. And yes, we were all in.

Compliance 162

Compliance Clients Wealth Management Management 162

Sara Grillo

SEPTEMBER 26, 2022

The advertisements that they produce that says that anyone can call themselves a CFP. It’s baffling to me because actually, the only people who can really do… [unintelligible] anyone can say they’re a financial planner?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

MAY 9, 2025

Enjoy reading the blog: Flat Fee Advisors: It’s About Transparency Join the Transparency Advisor Movement The Transparent Advisor Movement s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models.

Advertising 52

Advertising Financial Advice Financial Advisor Consulting 52

Sara Grillo

SEPTEMBER 12, 2022

Despite the incidences mentioned in #5, the CFP Board has spent millions in advertising telling consumers they should always trust a CFP® professional and if they don’t have the CFP designation you just don’t know about their integrity. Verify a CFP® Professional, Financial Advisor U4’s. JR feels this is harmful to consumers. #7

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Midstream Marketing

NOVEMBER 5, 2024

The Power of Video Content in Financial Advice Video content is a powerful tool for connecting with your audience on social media. Understanding FINRA Guidelines The Financial Industry Regulatory Authority (FINRA) makes rules for financial advisors using social media. This will help you become a trusted support for them.

Media 52

Media Financial Advisor Marketing Marketing 52

The Big Picture

MAY 16, 2023

Whereas eTrade they were spending billions on advertising. RITHOLTZ: So great advertising, but expensive advertising. LINDZON: So at the time in 2013, you could look through the financial statements of Schwab and TD public statements, and they were spending $150 for a customer acquisition. LINDZON: Yes. So I love media.

Media 290

Media Investing Investments Valuation 290