Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

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Financial Planner CFP Financial Advisor Retirement Planning 239

Indigo Marketing Agency

FEBRUARY 1, 2024

So, as a financial advisor, you may be wondering if it makes sense to invest your marketing dollars in Facebook Ads. Whichever camp you’re in, you’re likely pondering this one question: Do Facebook Ads work for financial advisors? What Are the Benefits of Facebook Ads for Financial Advisors? Bottom line?

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WiserAdvisor

OCTOBER 30, 2023

Preparation is a must even before you visit a financial advisor. Preparation is a must even before you visit a financial advisor. List your assets and liabilities You approach a financial advisor with a view to bettering your financial life. Need a financial advisor?

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Nerd's Eye View

APRIL 26, 2024

Also in industry news this week: The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements (and, potentially, lawsuits regarding their enforcement) between financial planning firms and their advisors The Securities and Exchange Commission issued (..)

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Indigo Marketing Agency

JANUARY 3, 2024

Businesses and individuals keen on business and personal financial growth will constantly require the services of a financial advisor. With the current technological advancements and access to the internet, you will need to tap into the extensive online market for clients as a financial advisor.

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WiserAdvisor

AUGUST 31, 2023

Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. The benefits of having a financial advisor extend far beyond your working years.

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Financial Advisor Retirement Risk Tolerance Estate Planning 90

WiserAdvisor

AUGUST 3, 2023

While many individuals choose to navigate their financial journey independently, seeking the guidance of a professional financial advisor can offer unique advantages that may prove invaluable in the long run. One common aspect that most individuals consider is the cost associated with engaging a financial advisor.

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Sara Grillo

MARCH 1, 2024

Hiring your first team member as a financial advisor can be daunting, but we’ve got you covered! Join Eric Negron & Sara Grillo for today’s Truth Bomb as they tackle the challenges of hiring & training in the financial advisor world. I would tell you it all comes down to your budget.

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WiserAdvisor

AUGUST 18, 2023

When it comes to personal finance, the guidance of a financial advisor can help you in more ways than one. These experts have the necessary financial knowledge and expertise to help you make informed decisions about your money, investments, and future financial security. Financial advisors charge a fee for their services.

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Financial Advisor Commission Fee Only Financial Planning 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

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WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

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Integrity Financial Planning

NOVEMBER 28, 2023

Working with a financial advisor is a big deal. In the same way a good doctor may know key aspects of your personal health, a good financial advisor will know the crucial aspects of your financial situation–all to help you improve your financial health and retirement longevity.

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BlueMind

JULY 15, 2022

Although the purpose is simple: to protect investors, customers, the economy, and society from financial crimes but on the other hand it increased compliance challenges for financial advisors. It is a constant expense that digs steadily into the budget and can be further exacerbated by cyber attacks.

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Integrity Financial Planning

SEPTEMBER 26, 2022

And others may have sold their homes to downsize to a new one, only to find it harder than before to sell at their target price or to find a mortgage rate that fits their budget. Why Meet with a Financial Advisor? That’s why it’s more important than ever to consult a financial advisor that has your best interests in mind.

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Financial Advisor Retirement Planning Risk Tolerance Marketing 98

Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Between 0.5%

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Indigo Marketing Agency

JANUARY 3, 2024

Innovative and value-driven, the Indigo Advisor Club offers a suite of cutting-edge marketing tools, aimed to empower financial advisors to achieve greater online visibility and client engagement. Webinar registration found here. Delve deeper at indigomarketingagency.com.

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WiserAdvisor

FEBRUARY 29, 2024

Working with a financial advisor can significantly enhance your chances of retiring with more wealth. According to the National Study of Millionaires, nearly 7 out of 10 millionaires attribute their success, in part, to partnering with an investment professional or financial advisor. However, there is good news.

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Financial Advisor Retirement Asset Allocation Risk Tolerance 59

Twenty Over Ten

DECEMBER 7, 2022

In fact, according to our Twenty Over Ten’s recent digital marketing study of 200+ advisors, advisors getting 11+ more clients per year from digital marketing were most likely… Video marketing has become the most effective and popular digital media strategy.

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Digital Media Financial Advisor Budgeting Marketing 78

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

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Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

WiserAdvisor

OCTOBER 4, 2022

These expenses may form a large part of your budget today but may not likely figure in the future. Reach out to a professional financial advisor who can help you plan for future retirement expenses to ensure you live comfortably in your golden years of life. Also, consider downsizing if possible to save money. To conclude.

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WiserAdvisor

JUNE 12, 2022

The advisor can also help you create a well-diversified investment portfolio , plan your expenses and liabilities, and also help you manage your overall finances smoothly. However, while hiring a financial advisor has several benefits, you need not spend a fortune on hiring a financial advisor.

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WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Below are the different kinds of financial advisors you may choose from: 1. Need a financial advisor?

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Nerd's Eye View

JANUARY 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission this week authorized 11 Spot Bitcoin Exchange-Traded Funds (ETFs), which could provide financial advisors and their clients with a convenient way to invest in the cryptocurrency without (..)

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Financial Planner Financial Advisor Commission Budgeting 197

International College of Financial Planning

MARCH 8, 2023

The Union Budget is one of the year’s most anticipated events for both companies and individuals. The financial budget for this year (2023) is important as it sets the tone for the economy in the following year. Health and Education : The budget has allocated INR 3.06 Infrastructure : The budget has earmarked INR 5.54

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Good Financial Cents

AUGUST 1, 2022

The best budgeting apps can help you get a better handle on your income, how you’re actually spending it, and the bills you have to pay. They do this by using technology to help you budget according to your goals, and by automatically keeping track of where your money goes each month. 0.89% annually for robo-advisor services.

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Nerd's Eye View

OCTOBER 24, 2023

Welcome to the 356th episode of the Financial Advisor Success Podcast ! Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. Welcome everyone! Read More.

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Prosperity Coaching

FEBRUARY 17, 2022

Financial Advisors Attracting Retirees: When I ask financial advisors “Who is your target market?” The post Financial Advisors Attracting Retirees and Retired Couples appeared first on The Prosperous Advisor Coaching Blog. Use these tips to market yourself as the obvious choice for retirees.

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Nerd's Eye View

DECEMBER 5, 2023

Welcome back to the 362nd episode of the Financial Advisor Success Podcast ! billion of AUM (and is now increasing the firm's marketing budget and hiring a dedicated marketing professional to help further expand his firm's reach). My guest on today's podcast is Jeff Brown. Read More.

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Integrity Financial Planning

OCTOBER 26, 2022

No one likes to talk about a budget, but is it wise to start one before going on a fixed income in retirement? Brian talks about what a budget or a spending plan can look like and why it matters. Here are the scenarios we discuss on today’s show: Do I need to start budgeting before retirement?

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Budgeting Retirement Financial Planning Planning 52

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide? Here, we focus on two such studies. .’

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Wealth Management Financial Advisor Management Risk Tolerance 52

BlueMind

APRIL 19, 2022

Independent financial advisors are no exception to that. How Financial Advisors Can Make the Most of Digitization A research was conducted by the National Academy of Sciences which was published on July 28, 2020. Specifically, independent financial advisors have a lot to gain by accelerating their automation process.

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International College of Financial Planning

MAY 9, 2024

This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients. Advancements in Budgeting Tools The rise of robust online budgeting tools represents a significant leap in the technology available for financial planning.

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Investing Investments Investment Advisor Budgeting 52

Indigo Marketing Agency

AUGUST 30, 2021

Wondering the best way to create videos as a financial advisor? 3 Easy Ways to Create Videos As a Financial Advisor There are three main ways I recommend financial advisors create videos. The right method for you will depend on your firm, style, budget, and preferences.

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Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. This debate went psycho at times.

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Midstream Marketing

MARCH 21, 2023

In my conversations with financial advisors, I am surprised that many don’t realize the potential AUM (assets under management) growth that is possible for their firm through the Google Local Pack. This could be a potential goldmine for scheduling consultations with quality prospects ready to talk to an advisor.

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Indigo Marketing Agency

JANUARY 17, 2022

It’s no secret that the financial landscape is changing rapidly. To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022.

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