XY Planning Network

DECEMBER 18, 2023

As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year. Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful.

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Indigo Marketing Agency

MARCH 22, 2024

Financial advisor compliance guidelines might seem insignificant, but as blogging increasingly gains steam as an effective marketing tool, the SEC is watching more and more. It’s true that blogging has become an essential vehicle for financial advisors to connect and engage with clients and potential clients.

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Compliance Financial Advisor Clients Numbers 52

Advisor Perspectives

APRIL 18, 2023

If you're not creating valuable blog content, regularly posting it on your website and sharing it through social media, you are missing attention from countless potential clients.

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Media Clients 95

Nerd's Eye View

DECEMBER 11, 2023

In practice, this means that we'll be bringing back our popular IAR Ethics CE Day in 2024 (save the date for August 29th!),

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Financial Advisor Financial Advice Ethics Financial Planning 180

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

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AdvicePay

JANUARY 6, 2023

As we reflect back on the year, we've compiled our top five most-read blog posts of 2022. I think we can all agree that 2022 was a huge year for fee-for-service financial planning! From creating a client service calendar to generating 5-figure flat fees for service, we covered a lot of hot topics.

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Financial Planning Clients Planning Sales 74

Investment Writing

MAY 17, 2022

Anger can fuel compelling blog posts. Channel your anger into a blog posts that educate readers! The post Get angry to blog appeared first on Susan Weiner Investment Writing. Outraged at the Nazis and Italian Fascists who had bombed this defenseless Spanish town, killing thousands of people. That’s a win-win situation.

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Education Investing Investments 52

Nerd's Eye View

JULY 25, 2022

First and foremost, we’re excited to announce that, effective immediately, all of our Nerd’s Eye View blog and recorded webinar CE from 2022 (and all future CE) is now eligible for the new IAR CE requirements.

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Clever Girl Finance

JULY 12, 2022

Whatever it is, this list is full of the best lifestyle blogs for the modern woman! So let's get into why lifestyle blogs are great! Why lifestyle blogs are inspiring. Sometimes lifestyle blogs may seem like just a fun thing to skim through in our spare time. 37 of the best lifestyle blogs for women. A Cup of Jo.

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Budgeting Food Planning Education 71

Trade Brains

AUGUST 19, 2022

Best Indian Stock Market Blogs to Follow to Learn Investing : If you are looking for a few best Indian stock market blogs to follow, then you have reached the right place. 8 Best Indian stock market Blogs to Follow. Get money rich (GMR) blog is run by Mani (founded in 2008). Trade Brains. Get Money Rich (GMR).

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Marketing Marketing Education Investing 59

Covisum

DECEMBER 29, 2022

The Most Popular Blog Posts in 2022. Enjoy this recap of the 10 blog posts our readers found most impactful over the past year. Over the past year, you've spent a lot of time reading about financial planning best practices, financial technology, and attracting new prospects. We're thrilled that you love our content!

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Don Connelly & Associates

APRIL 10, 2023

If you have a couple of hours a month to devote to writing, blogging can be your most effective marketing activity. Today, more businesses than ever are pointing to blogging as their most important inbound marketing initiative.

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Financial Advisor Clients Marketing Marketing 52

FMG

MARCH 22, 2023

Whether advisors want to boost their SEO, increase site traffic, or generate leads, blogs always help. In fact, 69% of businesses say that their blogs are what gives them the most lead generation. In addition, 60% of companies that blog see higher customer acquisition. Your goals: What’s the objective of your blog?

Financial Advisor 52

Financial Advisor Engineering Wealth Advisor Retirement 52

Robert B. Ritter Jr.

NOVEMBER 30, 2021

(Click here for Blog Archive)(Click here for Blog Index) (There are no InsMark presentations used in this blog. It is a an informational blog only) Note from Bob Ritter: I have been buried lately on a project involving a new product we will release in 2022 called the InsMark Annuity Proposal System.

Financial Services 52

Financial Services Retirement Planning Insurance Financial Planning 52

XY Planning Network

DECEMBER 19, 2022

As 2022 comes to a close, we rounded up our top 10 most-viewed blogs published this year. Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful.

Financial Advisor 74

Financial Advisor Fee Only Financial Planner Financial Planning 74

Steven J. Wilson

MAY 19, 2023

Blogging has become an increasingly popular way to share expertise and make money online. Read more The post What is the most profitable blog niche? Read more The post What is the most profitable blog niche? Choosing a niche is one of the most vital decisions you must make as a blogger. The excitement could make you dive into a.

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Clever Girl Finance

AUGUST 2, 2022

We know you want it, so we’ve compiled the best luxury handbag blogs for you! If you’re interested in luxury bags as an art form or wondering about the latest bag gossip, there’s a bag blog for you, too. Why visit handbag blogs? But personally, I like the intimacy of handbag blogs.

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Insurance Sales Investing Investments 52

Indigo Marketing Agency

MAY 17, 2022

Join me in this quick video where I uncover the sweet spot for the length of a financial advisor’s blog post! We get this question all the time: What is the perfect blog post length—how many words—for a financial advisor? Need Help With Your Blog Posts? Do you need help writing your blog posts?

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Financial Advisor Engineering Education Financial Planning 59

Random Roger's Retirement Planning

OCTOBER 29, 2023

I probably wrote about this one a couple of times back in the first iteration of this blog. Talk about a difficult hold, Barron’s checked in on the Fairholme Fund (FAIRX) which has long been run by Bruce Berkowitz. FAIRX is 82% invested in Florida real estate developer St.

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AdvicePay

JANUARY 6, 2022

As a final send-off, we’ve compiled our top 10 most-read blogs of 2021. It’s hard to believe that we are waving goodbye to 2021 and entering a new year! It’s a great way to reflect on the year, and also gives you a chance to peruse any articles you may have missed along the way.

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Sales Management Marketing Marketing 52

Robert B. Ritter Jr.

OCTOBER 30, 2021

(Click here for Blog Archive)(Click here for Blog Index) This is a re-release of Blog #214 due to several needed edits. The post Blog #214: Roth Conversion Magic first appeared on Bob Ritter's Blog, ideas for financial service professionals. So what is it? Case Study […].

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Financial Services Taxes Certified Financial Planner Financial Planner 40

Robert B. Ritter Jr.

FEBRUARY 28, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Other than the principal owners, who are the key executives of any business? Minority-owner executives. These are often the firm’s key personnel. Anyone else?

Financial Services 40

Financial Services Planning Certified Financial Planner Wealth Management 40

SEI

SEPTEMBER 12, 2022

INS CTA: Nonprofit Committee Connection Blog subscribe. Blog: Nonprofit Committee Connection. Mon, 09/12/2022 - 12:22. Include Image (left or right). Nonprofit-committee-connection-subscribe_CTA.jpg. Your tie to the topics that matter most. From industry conference recaps to insights on market and regulatory events, MJ digs in.

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SEI

SEPTEMBER 12, 2022

INS CTA - Nonprofit Committee Connection Blog subscribe. Blog: Nonprofit Committee Connection. Mon, 09/12/2022 - 12:22. Include Image (left or right). Nonprofit-committee-connection-subscribe_CTA.jpg. Your tie to the topics that matter most. From industry conference recaps to insights on market and regulatory events, MJ digs in.

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Advisor Websites

FEBRUARY 21, 2023

A financial advisor’s blog can be a powerful tool — learn the metrics you need to optimize to get the most out of it. In this post, we'll dive into the top metrics that financial advisors should be tracking when evaluating the impact of their blog posts.

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Financial Advisor Marketing Marketing 52

Indigo Marketing Agency

NOVEMBER 16, 2021

Many times advisors ask me, “What should I blog about?” So, today I want to share an example of a great financial advisor blog post that was both really successful and really memorable. Plus, I’ll show you how you can replicate its success for your own financial advisor blog. or “What should I talk about in my marketing?”

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Financial Advisor Financial Planning Clients Communication 52

Indigo Marketing Agency

NOVEMBER 17, 2021

And financial advisor blog posts are an integral part of marketing strategically. Each blog post we create for our advisors is published on their website, sent through email, and shared across social media. Each blog post we create for our advisors is published on their website, sent through email, and shared across social media.

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Financial Advisor Clients Retirement Planning Retirement 52

AdvicePay

JULY 6, 2023

At AdvicePay, our commitment to our customers goes beyond providing a platform. We constantly strive to deliver features that boost productivity, streamline workflows, and drive your success.

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Prosperity Coaching

DECEMBER 6, 2021

Welcome to my Financial Advisor – Ideal Client Blog Post Series. The post The Financial Advisor Ideal Client – Target Client – Niche Client – Blog Post Series appeared first on The Prosperous Advisor Coaching Blog. The term “Ideal Client” is well known in the financial advisory business.

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Financial Advisor Clients Marketing Marketing 52

Robert B. Ritter Jr.

SEPTEMBER 8, 2021

The post Blog #213: Missed our May 2021 Virtual Symposium? first appeared on Bob Ritter's Blog, ideas for financial service professionals. (You don’t need to be licensed for any InsMark products to view our Symposium site.) If you are interested, don’t delay — registration is available only […].

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Indigo Marketing Agency

SEPTEMBER 14, 2021

But when it comes to your blog, what should you write about? Every time I meet an advisor who hasn’t done much marketing in the past, one of the first questions they ask is, “What should I post on my blog?” With that in mind, I want to share our 5 top-performing blog topics for financial advisors in 2021!

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AdvicePay

JANUARY 5, 2024

As we say goodbye to the transformative landscape of 2023, a year distinguished by substantial growth for both you and us, we wanted to take a moment to reflect and share some of our most valuable resources.

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Wealth Management Financial Advisor Financial Planning Management 96

Robert B. Ritter Jr.

AUGUST 30, 2021

The post Blog #212: InsMark’s Introduction to the Ultimate Professional Coach first appeared on Bob Ritter's Blog, ideas for financial service professionals. Watch a video regarding InsMark from mega-producer Simon “Stuffy” Singer, Founder of the Center. With the link […].

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Financial Services Taxes Wealth Management Estate Planning 40

Twenty Over Ten

MAY 18, 2022

Landing pages and blogs are some of the best ways to gain traction and bring in new clients and prospects. First off, what is a landing page? A landing page is simply a standalone webpage created for a marketing or…

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Clients Marketing Marketing 52

Robert B. Ritter Jr.

DECEMBER 29, 2021

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Reasons to Act Now You should acquire your life insurance as soon as you determine its usefulness.

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Financial Services Insurance Certified Financial Planner Wealth Management 40

Indigo Marketing Agency

SEPTEMBER 9, 2020

Could you be making the following blogging mistakes? But having worked in this industry for quite some time, I’ve come to realize some common blogging mistakes advisors make when creating their own content. We put together a list of 170+ content ideas for financial blogs. Are you interested in creating your own content?

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Financial Advisor Retirement Clients Healthcare 52

Robert B. Ritter Jr.

APRIL 30, 2022

The post Blog #220: Testing Financial Tolerance™ for Zero Estate Tax Using InsMark’s Premium Financing and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.

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