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Weekend Reading For Financial Planners (December 21–22)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the CFP Board announced a series of proposed changes to its certification requirements, including an increase in required Continuing Education (CE) hours for current certificants to 40 hours every two years (up from the current (..)

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Adviser links: an ideal environment

Abnormal Returns

(thinkadvisor.com) Why delayed Social Security claiming is the right decision for most adviser clients. financialducksinarow.com) Investing Nine mid-year market talking points for clients. wealthmanagement.com) Advisers How to create the ideal environment for a client meeting. kitces.com) The problem with direct indexing.

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How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

Nerd's Eye View

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!

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5 Effective Marketing Strategies for Financial Advisors to Reach and Engage A+ Clients

Indigo Marketing Agency

5 Effective Marketing Strategies for Financial Advisors to Reach and Engage A+ Clients As a financial advisor, you’re not looking to work with just anyone. You want your marketing strategies for financial advisors to connect you with the right clients. A good marketing plan does it every time.

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First Look At The New Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Yet in recent months, the volatility has subsided, markets have rallied back near their highs, and advisory firms are back to dealing with the increasingly common challenge of how to continue to scale service in the face of growth as clients continue to accrue over time.

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Weekend Reading For Financial Planners (September 14–September 15)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

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Navigating the World of Forefield Advisor Marketing

Midstream Marketing

Introduction and Key Highlights In todays challenging landscape, standing out and building meaningful client connections is essential. Forefield Advisor Marketing is a powerful suite of tools for financial professionals, aimed at enhancing client engagement and driving business growth.