Nerd's Eye View

JANUARY 23, 2023

One way to provide such a message is to create educational content, in the form of a blog, podcast, or social media posts (or a combination of the three), on topics that are relevant to the financial lives of the types of clients the advisor is trying to reach. reposted or reshared on social media).

Marketing 221

Marketing Marketing Financial Planner Education 221

Nerd's Eye View

AUGUST 7, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Wealth Management GPT has launched as one of the first standalone AI writing tools for financial advisors, distinguishing itself from other tools that are integrated within already-existing AdvisorTech tools (which raises questions (..)

Estate Planning 196

Estate Planning Wealth Management Financial Advisor Planning 196

Nerd's Eye View

SEPTEMBER 21, 2023

creating social media content or using SEO tactics), because satisfied clients can be a powerful source of referrals, especially when their advisor has expertise in solving a very specific set of financial problems.

Advertising 202

Advertising Clients Financial Advisor Communication 202

Clever Girl Finance

AUGUST 2, 2023

For example, if you love freelance marketing , you might have a career as a social media marketer. Create a solid business plan for your side hustle If you’re in the process of starting a side hustle and do not have a business plan, you need to create one now. You can’t have success in life without a plan!

Business Planning 94

Business Planning Planning Food Budgeting 94

Abnormal Returns

MAY 27, 2023

wsj.com) Transport RIP, Virgin Orbit and its horrible business plan. newsletter.abnormalreturns.com) Mixed media Lawrence Yeo, "So if art is an avenue to know yourself, what happens when its artifacts become products that are sold to others?" (nytimes.com) France has banned short-haul flights that are served by rail.

Food 130

Food Financial Advising Transportation Medical 130

Nerd's Eye View

MARCH 27, 2023

in meetings with both prospects and centers of influence, such as accountants and lawyers, who might provide referrals), and promoting the marks in their social media posts and other marketing strategies (e.g., Some strategies to do so can include simply talking about their own experiences as CFP professionals more intentionally (e.g.,

CFP 244

CFP Clients Certification Financial Advice 244

Nerd's Eye View

DECEMBER 5, 2023

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).

Compensation Planning 180

Compensation Planning Planning Financial Advisor Clients 180

Nerd's Eye View

NOVEMBER 27, 2023

their websites, newsletters, and social media) to demonstrate their expertise, these channels often don't give advisors enough time or space to convey what makes them ultimately worth hiring.

Distribution 186

Distribution Financial Advice Clients Financial Advisor 186

Nerd's Eye View

DECEMBER 19, 2023

In this episode, we talk in-depth about how, after Ted went through the challenge of getting multiple offers to sell his firm and struggled to figure out how to compare them, he found that many other advisors were asking him for advice based on his experience and ultimately decided to build a consulting firm to help fellow advisory firms field and (..)

Financial Advisor 174

Financial Advisor Consulting Marketing Marketing 174

Nerd's Eye View

OCTOBER 9, 2023

According to the most recent Kitces Research on Advisor Marketing, one of the most efficient marketing strategies is Search Engine Optimization (SEO), which involves taking a series of actions meant to get an advisor's website listed at the top of the rankings of a search engine like Google for specific search terms.

Engineering 177

Engineering Financial Advisor Management Clients 177

Nerd's Eye View

MARCH 12, 2024

And be certain to listen to the end, where Eric shares how even though the firm has been incredibly successful in growing through referrals and various find-an-advisor directories, he thinks the next big marketing opportunity is to lean into social media (especially video), the way Eric got comfortable being his authentic self and leaning into the (..)

Clients 130

Clients Financial Advisor Financial Planning Media 130

Nerd's Eye View

JUNE 26, 2023

And while it's common for media to focus on the success stories, it can be just as helpful to hear about advisors' experiences when their acquisitions don't go just as planned, so future advisors can learn from the benefit of hindsight!

Compliance 223

Compliance Sales Planning Media 223

Nerd's Eye View

APRIL 26, 2023

Putting all of this information together, it's possible to create a compliance calendar for solo advisors that accounts for each task required, its frequency, and the due date for each.

Compliance 225

Compliance Clients Advertising Accounting 225

Nerd's Eye View

FEBRUARY 26, 2024

The good and bad news of this shift has been the emergence of a near-dizzying array of growth tactics, including blogging, webinars, social media, podcasts, paid search, lead-generation services, and (of course) good old-fashioned cold-calling and networking (to name just a few!).

Marketing 179

Marketing Marketing Sales Clients 179

Nerd's Eye View

JANUARY 23, 2024

In this episode, we talk in-depth about Michelle's journey from vowing to avoid the Financial Advisor industry after a negative internship experience as a woman in a male-dominated wirehouse in the 1990s to eventually coming into the industry with a positive experience at Charles Schwab and ultimately forming her own successful RIA, how a wariness (..)

Financial Advisor 130

Financial Advisor Clients Management Media 130

Nerd's Eye View

JUNE 7, 2023

Which makes it all the more important for IARs to ensure Form U4 is up to date and that the way they are presenting themselves to current and potential clients in public – including content on their website, advertisements, and social media post – aligns with their (also publicly available) regulatory disclosures! Read More.

Compliance 196

Compliance Advertising Media Investing 196

Nerd's Eye View

JULY 4, 2023

We also talk about how Melissa set up her firm as a DBA under the firm of her close advisor friend so that she could have support and the time to focus on business development instead of working on achieving her Series 24 to operate as her own branch before launching, why Melissa is a big proponent of business operating systems and implements a combination (..)

Financial Advisor 199

Financial Advisor CFP Clients Assets 199

Nerd's Eye View

APRIL 26, 2023

Putting all of this information together, it’s possible to create a compliance calendar that accounts for each task required, its frequency, and the due date for each.

Compliance 229

Compliance Clients Advertising Accounting 229

Clever Girl Finance

DECEMBER 5, 2022

But seriously, a virtual assistant provides a wide range of services to business owners, from administrative tasks to social media marketing. Social media management. Handle your client's social media calendar, posts, and other details. Are you a social media buff? Social media and content marketing.

Media 83

Media Clients Management Taxes 83

Nerd's Eye View

NOVEMBER 7, 2022

Hearsay Systems rolls out a new small-to-mid-sized RIA platform for social media compliance and website design. Riskalyze signals an intent to rebrand itself away from ‘just’ risk tolerance assessments to a broader focus on helping advisors grow clients and assets.

Risk Tolerance 163

Risk Tolerance Compliance Startup Clients 163

Clever Girl Finance

MARCH 24, 2022

For example, if you love marketing, you might have a career as a social media marketer. Plus, we have some fantastic side hustle business ideas for you too! Create a good business plan for your side hustle If you’re in the process of starting a side hustle and do not have a business plan, you need to create one now.

Business Planning 52

Business Planning Planning Taxes Media 52

Nerd's Eye View

AUGUST 23, 2022

We also talk about how Shari was first inspired to create the “Maximize Your Return On Life” framework after attending a workshop for advisory firm owners where the attendees were prompted to find the values that mean the most to improving their own lives as business owners (which also helped her rediscover what she values most), how Shari (..)

Clients 179

Clients Planning Financial Advisor Financial Planning 179

Nerd's Eye View

OCTOBER 4, 2022

In this episode, we talk in-depth about how Ramit helps people design their rich life through the use of spending dials, where, like a radio dial, he encourages people to turn up and spend extravagantly on the things they love (and cut mercilessly on the rest) so that they can enjoy their money throughout their life and not just after retirement, how (..)

Clients 203

Clients Financial Advisor Education Retirement 203

MazumaBusinessAccounting

AUGUST 26, 2021

Paid social media posts. According to the hobby loss rule, her blog is now considered a hobby, not a business. The IRS will have to determine if Janet’s blog can still be considered a business, but her careful records will benefit her in making a case. Blogging conference tickets and travel expenses. 3 online courses.

Taxes 98

Taxes Accounting Business Planning Media 98

Nerd's Eye View

AUGUST 23, 2022

We also talk about how Shari was first inspired to create the “Maximize Your Return On Life” framework after attending a workshop for advisory firm owners where the attendees were prompted to find the values that mean the most to improving their own lives as business owners (which also helped her rediscover what she values most), how Shari (..)

Clients 141

Clients Planning Financial Advisor Financial Planning 141

Nerd's Eye View

JANUARY 10, 2023

We also talk about how, in the early stages of Lisa’s career, she doubted her future in the financial services industry and decided to obtain an MBA as a fallback, but coincidentally during her first semester, the program began offering a Master's in financial planning that provided the same coursework required to take the CFP exam which ultimately (..)

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Clever Girl Finance

OCTOBER 27, 2022

So a website and active social media is the perfect place to connect with the public and show off that brand we just talked about. Make it a goal to build (or revamp) a website, join a new social media platform, schedule weekly posts, or something related. Revamp your business plan annually.

Business Planning 59

Business Planning Budgeting Planning Media 59

Fortune Financial

SEPTEMBER 25, 2023

Business Planning For business owners, wealth management should extend to business planning , including succession planning, exit strategies and other financial aspects of owning and running a business. Also, follow our YouTube channel or other social media accounts for more financial planning tips.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Business Planning For business owners, wealth management should extend to business planning , including succession planning, exit strategies and other financial aspects of owning and running a business. Also, follow our YouTube channel or other social media accounts for more financial planning tips.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Clever Girl Finance

JUNE 4, 2023

Whether it’s your side hustle or full-time job , you need to ensure you have a business plan in place, so you cover your costs and turn a profit. How can you promote your craft business? Now that you know what to make and where to sell, you need to promote your new craft business.

Sales 78

Sales eCommerce Business Planning Retail 78

Steve Sanduski

MAY 16, 2023

Your business is likely much larger than it was 10 years ago. The internet, robo-advisors, social media, podcasts, Facebook, Tik-Tok, etc. Well, consider this. We’re in a bull market for financial advice, but NOT a bull market for financial advisors. And for many folks, that’s all they need or want.

Financial Planning 52

Financial Planning Planning Financial Advisor Financial Advice 52

Steve Sanduski

DECEMBER 31, 2022

Content Creation: I love creating, communicating, and publishing content in a wide variety of media including written, video, and audio. These four filters were: Deep Learning: I love to learn and want to keep growing in my knowledge of areas that fascinate me. Look forward to: I must get excited when I see it on my calendar.

Planning 59

Planning Clients Communication Media 59

Trade Brains

FEBRUARY 8, 2023

Some stocks may be trading at low prices because they are under the radar or are inadequately covered by analysts and the media.

Pharmaceutical 52

Pharmaceutical Assets Investing Investments 52

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. By the way, there’s a difference between an entrepreneur and a businessman or a business woman. Different risk tolerance and different business plan. They have a dumb business plan.

Banking 143

Banking Economics Economy Business Planning 143

Good Financial Cents

DECEMBER 22, 2022

Invest in a Small Business. Investing in small businesses can be a great way to diversify beyond the stock market. You’ll need a few good ideas to develop a business plan that could work. You could start a home-based business or consider investing in a franchise. Social media channels. YouTube channel.

Investing 108

Investing Investments Risk Tolerance Accounting 108

FMG

FEBRUARY 2, 2023

Since you’re based in New Jersey, how did the pandemic affect your business plan and the way you communicate with clients? Being based in New Jersey, the main effect the pandemic had on my business plan was essentially eliminating in-person activity in New York City. No phone call went unanswered.

Financial Advisor 52

Financial Advisor Communication Clients Financial Planning 52

Clever Girl Finance

JULY 13, 2022

Social media management. This is also a good business idea for women who know how to navigate social media. If you like keeping up with online trends and can grow a following, you can be a social media manager. Build a solid business plan and don't over-leverage yourself. Writing/blogging.

Food 119

Food Advertising Media Clients 119