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Weekend Reading For Financial Planners (September 14–September 15)

Nerd's Eye View

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.

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Weekend Reading For Financial Planners (September 16-17)

Nerd's Eye View

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.

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Advertising for Financial Advisors: Strategies for Success

Midstream Marketing

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. You can build strong relationships with new clients in the financial services field. Successful advertising does more than attract new clients.

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How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

Nerd's Eye View

According to the 2022 Kitces Research study, “How Financial Planners Actually Market Their Services”, advisors without the CFP marks typically spend more of their time on marketing activities relative to CFP practitioners (allowing them to spend more time on higher-value tasks).

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Best Ad Practices That Work for Marketing Financial Advisor Services

Indigo Marketing Agency

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.

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The Comprehensive Handbook for Digital Marketing for RIAs

Midstream Marketing

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.

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Top 10 Tips for Financial Advisor Marketing Campaigns

Midstream Marketing

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.