Remove Books Remove Clients Remove Communication
article thumbnail

#FASuccess Ep 417: Establishing Your Authority As An Expert By Following A Short Book Formula For Authorship, With Paul G. McManus

Nerd's Eye View

Paul is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process. My guest on today's podcast is Paul G McManus.

article thumbnail

Monday links: changed communication

Abnormal Returns

bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: loving clients' problems. abnormalreturns.com) Mixed media Costco ($COST) is getting out of the books business. (sherwood.news) Economy Bubbles often leaving interesting stuff behind. awealthofcommonsense.com) The November ISM manufacturing index remains weak-ish.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

#FASuccess Ep 435: When The Next-Gen Clients’ “Wealth Builder” Offering Becomes The Main Driver Of Growth For A $1B+ Advisory Firm, With Gideon Drucker

Nerd's Eye View

Gideon is the CEO of Drucker Wealth, a hybrid advisory firm based in New York City, that oversees approximately $1 billion in assets under management for 800 client households.

Clients 130
article thumbnail

Financial Advisors Communicating About Market Volatility

Indigo Marketing Agency

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Why Proactive Communication Matters If theres one thing more unpredictable than the markets, its human emotion.

article thumbnail

How Financial Advisors Get More Booked Calls

Indigo Marketing Agency

How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls. If that sounds like a lot, dont worry.

article thumbnail

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. Most importantly, it is a superior comms platform that is compliant,” he said.

article thumbnail

#FASuccess Ep 418: Developing The “Middle” Management Layer To Scale Up Team Leadership Capacity For $3B Of AUM, With Stacey McKinnon

Nerd's Eye View

Stacey is the chief operating officer of Morton Wealth, an RIA based in Calabasas, California, that oversees approximately $3 billion in assets under management for 1,300 client households.