Midstream Marketing

JUNE 25, 2025

When someone types “financial advisor near me” into Google, they’re likely ready to take action. That’s why Google Ads for financial advisors can deliver high-quality leads—fast. Many advisors overspend due to vague targeting, irrelevant clicks, and poor landing pages. Want a full campaign audit?

Financial Advisor 40

Financial Advisor Retirement Planning Budgeting Retirement 40

Sara Grillo

DECEMBER 16, 2024

Today I have Brian Williams of Northshire Consulting and were going to be talking about how financial advisors can help improve 401k plan access to the American people who are working at small businesses who currently do not offer them. What about those who dont have the money for a financial advisor? Thats not it.

Financial Advisor 52

Financial Advisor Retirement Planning Planning Consulting 52

A Wealth of Common Sense

JULY 17, 2025

Firms that hire financial advisors or customer service associates — especially in retail or high-net-worth planning — value the CFP far more highly than the CFA because it helps provide more client-facing expertise in tax, estate, retirement, and insurance planning. The Compound Media, Inc., Now go talk about it.

CFP 72

CFP Wealth Management Advertising Portfolio Management 72

Sara Grillo

NOVEMBER 25, 2024

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 a CFA® charterholder and financial advisor marketing consultant.

Insurance 52

Insurance Financial Advisor Consulting Advertising 52

Nerd's Eye View

DECEMBER 27, 2023

Financial advisors have a fiduciary obligation to act in their clients' best interests, and at the same time are prohibited by state and SEC rules from making misleading statements or omissions about their advisory business.

Financial Advice 246

Financial Advice Communication Compliance Clients 246

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

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, 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). SEO tactics, drip marketing campaigns, and online advertisements).

CFP 246

CFP Clients Certification Financial Advice 246

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Read More.

Clients 240

Clients Financial Advice Financial Planning Fee Only 240

Nerd's Eye View

SEPTEMBER 15, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates financial advisors are the most trusted source of financial advice for consumers across generations, and are particularly trusted among wealthier individuals.

Financial Planner 246

Financial Planner Retirement Retirement Planning Advertising 246

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Read More.

Clients 227

Clients Financial Advice Financial Planning Fee Only 227

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 101

Risk Tolerance Asset Allocation Financial Advisor Advertising 101

Midstream Marketing

APRIL 14, 2025

Key Highlights This blog post explores digital marketing strategies for financial advisor s beyond Facebook, enabling you to connect with a broader audience. Introduction In today’s digital world, having a strong online and social media presence is very important for financial advisors.

Financial Advisor 52

Financial Advisor Media Clients Financial Guidance 52

BlueMind

MARCH 25, 2022

The same can be said for financial advisors looking for quality leads as opposed to simply generating leads. This article covers some key aspects and how to use Facebook Ads for financial advisors. Related: 9 Ways Financial Advisors can Use LinkedIn to Grow Clients. was first published on BlueMind Blog.

Financial Advisor 52

Financial Advisor Advertising Insurance Financial Advice 52

Midstream Marketing

MARCH 10, 2025

Introduction In todays digital world, having a strong digital presence is very important for financial advisors. By building relationships and using digital tools, financial advisors can improve their visibility. This trust gives financial advisors a big benefit. It makes the sales process easier.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Tucker Advisors

NOVEMBER 11, 2021

How to Grow on Twitter as a Financial Advisor. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Today we will show you how to grow on Twitter as a financial advisor. Before we dive in, we want to explain how this can inform and grow your financial advisory practice. Table of Contents .

Financial Advisor 52

Financial Advisor Accounting Financial Advice Media 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

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

Sara Grillo

JANUARY 3, 2025

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. Flat fee advisors often say, I worry about charging somebody $5,000 a year and what if they blow up.

Financial Planning 59

Financial Planning Planning Financial Advice Clients 59

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. The point here is what’s in the middle.

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

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.

Clients 286

Clients Financial Advisor Taxes Investments 286

Sara Grillo

OCTOBER 7, 2024

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.

Clients 59

Clients Financial Advisor Consulting Management 59

Sara Grillo

MARCH 16, 2024

The Transparent Advisor Movement is taking Kansas City! Immersion2025 will be the second advice-only and flat fee financial advisor conference in our industry’s history. Immersion was a refreshing gathering of like-minded advisors sharing best practices and their vision for the future of transparent financial advice.

Financial Advice 52

Financial Advice Communication Financial Advisor Fee Only 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

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

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

Sara Grillo

MAY 9, 2025

Theres talk that flat fee advisors are just there to deflate the cost of investing, so investors will levitate to it. There is way more to flat fee financial advisors – it’s about transparency – not the flat fee price cut you get. The post Flat Fee price cut – it’s not the thing that matters!

Advertising 52

Advertising Financial Advice Financial Advisor Management 52