Sara Grillo

FEBRUARY 9, 2024

There are numerous ways to deal with this but in this blog I’m going to provide you with two non-blowoff-able ways for financial advisors to follow up with prospects. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

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Financial Advisor Media Consulting Numbers 52

Covisum

MARCH 7, 2023

Are you a financial advisor who wants to learn more about Roth conversion automation and how to differentiate your practice? Then join us for an informative webinar presented by Joe Elsasser, CFP ® , Founder and President of Covisum and a practicing financial advisor, on March 22, 2023, at 1 p.m.

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CFP Financial Advisor 59

Nerd's Eye View

JULY 4, 2023

Welcome back to the 340th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Melissa Joy. Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. Read More.

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Financial Advisor CFP Clients Assets 199

Nerd's Eye View

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance.

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Education CFP Certification License 203

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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Financial Advisor CFP Financial Services Education 52

FMG

FEBRUARY 22, 2023

In the case of financial advisors, they need to find the marketing tactic that works best for their niche. For that reason, we’ll be taking a look at what marketing tactics financial advisors use, and how it’s worked out for them. 5 Marketing Tactics Bringing Real Results 1.

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Marketing Marketing Financial Advisor Media 52

Indigo Marketing Agency

DECEMBER 18, 2019

Why Do Financial Advisors Benefit From Working With Marketing Companies? Most financial advisors don’t have a lot of time to devote to their marketing strategy. That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. . Websites for Financial Advisors.

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Financial Advisor Compliance Marketing Marketing 52

MainStreet Financial Planning

FEBRUARY 7, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 2-20-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

Insurance 95

Insurance Risk Management Financial Advisor Financial Planning 95

Indigo Marketing Agency

APRIL 28, 2023

Remember that headlines are searchable by keyword, so you’ll want to spend some time thinking about what your prospects might type into a search when trying to find an advisor to help them with their particular plight. Advisors often ask me whether they should list their job title and firm name in their headline. What is the best?

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Certified Financial Planner Financial Advisor Wealth Management Consulting 130

eMoney Advisor

JANUARY 12, 2023

Foundation for Financial Planning. Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: All financial professionals. Best for: CFP® professionals.

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Financial Planning Planning Financial Planner CFP 107

International College of Financial Planning

NOVEMBER 16, 2023

Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have. For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly.

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Certified Financial Planner Financial Planner Ethics CFP 52

Indigo Marketing Agency

MAY 5, 2020

About Your Presenters: Claire Akin, MBA Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving top independent financial advisors. She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing. I used to be an advisor with LPL Financial.

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Retirement Economics Retirement Planning Financial Planning 52

eMoney Advisor

NOVEMBER 17, 2022

Financial advisors can get white-labeled versions of this resource for their clients. As a financial advisor, you can add value by encouraging client conversations about this type of legacy planning. Attendees will be eligible to earn 1 CFP® CE credit. 6 Who Gets Grandma’s Yellow Pie Plate?

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Estate Planning Financial Planner Planning CFP 92

Investing Caffeine

MAY 3, 2023

. · DIY or Hire Advisor: When it comes to managing your investments, do you plan on doing it yourself (DIY) or hiring a financial advisor? Many people are not adequately equipped to manage their own investments, however identifying a proper financial advisor still requires significant legwork and research as well.

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Retirement Retirement Planning Financial Advisor Planning 59

MainStreet Financial Planning

JUNE 27, 2022

Hosted by: Cynthia Flannigan , CFP®. CPA/PFS, CFP, EA, USTCP, AEP. He has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally.

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Tax Planning Certified Financial Planner Retirement Taxes 52

MainStreet Financial Planning

APRIL 4, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 4-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here! Reverse Mortgages!

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Financial Planner Financial Planning CFP Education 97

MainStreet Financial Planning

JANUARY 5, 2023

Hosted by: Jennifer Bush , CFP®. He works collaboratively with financial advisors, CPAs and attorneys to protect clients – and their wealth. The post Chalk Talk: Hidden Insurance Limits appeared first on MainStreet Financial Planning. . ~30-45 minutes. Recorded and able to retrieve for one week. Sign up here!

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Insurance Financial Planning CFP Financial Advisor 52

MainStreet Financial Planning

NOVEMBER 1, 2022

Larry Pon , CPA/PFS, CFP, EA, USTCP, AEP. He has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Register here! Hosted by: Cynthia Flannigan.

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Taxes Certified Financial Planner Retirement Planning Financial Planner 52

FMG

JUNE 27, 2023

In the example below, the founder of Wealth Keel LLC , Chad Chubb, CFP®, CSLP® , shares their latest blog on Twitter. Wednesday: 11 AM – Post-community-focused article to Facebook Being a financial advisor also means being involved in your community. Every time you blog, social media should hear about it!

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Marketing Marketing Media Clients 52

Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

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Ethics Financial Advice CFP Financial Advisor 176

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am a CFA® charterholder and financial advisor marketing consultant. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

FMG

APRIL 5, 2023

Every financial advisor wants to find success on social media, whether they’re doing it to reach a larger audience or want to engage with their current one. Advisors always find new creative and unique ways to help boost their social media game. That is around 4.76 For example. we have Anthony R.

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Media Financial Advisor CFP Clients 52

AdvisorPR

FEBRUARY 4, 2022

The CFP® Board has done a stellar job of creating consumer brand awareness and credibility through its compelling PSA campaigns. Whether you’re a junior advisor or a founding principal, start with a clear statement about how your client or prospect can expect to interact with you and the type of service they will receive.

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Media Clients Education Certification 52