eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. But my thinking changed when I realized that as a planning-led firm, we should be providing more to our clients than market updates—we were missing a big opportunity. We also send a follow-up reminder prior to each event.

Education 103

Education Financial Planning Clients Planning 103

Zoe Financial

NOVEMBER 21, 2023

We’ll cover two topics today. And then the second one is that LPL launches their W2 model for high-net-worth advisors. And Rex Salisbury did some interesting analysis showing that based on his estimates, the revenue for Wealthfront is around $200 million, with about $90 million in EBITDA growing at 140% year-over-year.

Wealth Management 52

Wealth Management Management Financial Advisor Wealth Advisor 52

FMG

JANUARY 2, 2023

Webinars provide a great opportunity for advisors to create high-quality content while promoting their brands and services. In this blog post, we will look at how you can use webinars to generate more leads in 2022. Feel free to check the table of content below to jump to a particular topic. Choose a title/topic.

Communication 52

Communication Media Budgeting Financial Services 52

Validea

NOVEMBER 30, 2022

Last month, I started a new series of articles I am going to write to highlight some of the episodes of our Excess Returns podcast that I have learned the most from and the biggest lessons I learned from them. In my initial article, I looked at our episode with Andrew Beer.

Portfolio 52

Portfolio Investing Investments CFP 52

Zoe Financial

NOVEMBER 13, 2023

We have three topics to cover today. I mean, clients like them. The devil’s in the details here, but it’s essentially what they did: reconfiguring Salesforce to make it more specialized for what an RIA would want. We’ll see how the execution of this will play out. But that’s not a scalable channel.

Wealth Management 52

Wealth Management Management Financial Advisor Wealth Advisor 52

Sara Grillo

APRIL 10, 2023

For those of you who are new to my blog/podcast, my name is Sara. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. I am an irreverent and fun marketing con We’ve got a great party crew here today. So please subscribe!

Investing 52

Investing Investments CFP Financial Advisor 52

The Big Picture

JUNE 6, 2023

. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say? He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.”

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130