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 228

Compliance Sales Planning Media 228

Nerd's Eye View

JANUARY 17, 2024

After delving into instructional content on YouTube University, he decided that the ideal use for AI in his practice was to improve the processes around client meetings, including generating summaries, extracting pertinent data, creating action items, and staying compliant.

Financial Advice 130

Financial Advice Financial Planning Planning Clients 130

Nerd's Eye View

AUGUST 30, 2022

Welcome back to the 296th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ed Coambs. Ed is the founder of Healthy Love & Money, a financial therapy practice in Charlotte, North Carolina that helps couples and families uncover and understand the roots of their underlying financial conflicts.

Clients 176

Clients Financial Advisor Financial Services Education 176

Nerd's Eye View

AUGUST 8, 2022

For financial advisors, effective messaging often tells the story of how their advisory practice serves clients, with the intent to resonate with the audience and inspire them to engage with the firm. Flipping "we" statements into "you" statements puts the consumer front and center in the story – not the firm.

Communication 184

Communication Consulting Clients Numbers 184

Nerd's Eye View

OCTOBER 18, 2023

A key value proposition for financial advisors is helping clients avoid common behavioral biases that can lead to suboptimal investment decisions. Which often leads to advisors counseling their clients to stay diversified and stick with a disciplined investment strategy to optimize their risk and return over the long term.

Marketing 209

Marketing Marketing Valuation Advertising 209

Nerd's Eye View

AUGUST 8, 2022

For financial advisors, effective messaging often tells the story of how their advisory practice serves clients, with the intent to resonate with the audience and inspire them to engage with the firm. Flipping "we" statements into "you" statements puts the consumer front and center in the story – not the firm.

Marketing 168

Marketing Marketing Communication Consulting 168

Nerd's Eye View

APRIL 14, 2023

Also in industry news this week: The Foundation For Financial Planning has gotten a boost toward its goal of connecting 10,000 CFP professionals with pro bono work thanks to increased funding from Orion Advisor Solutions FINRA has resubmitted a proposal, now with tighter rules, that would allow a broker working remotely to supervise other brokers, (..)

Financial Planner 172

Financial Planner Retirement Planning CFP Financial Planning 172

The Big Picture

JULY 24, 2023

Because basically all the valuation metrics tell the same story—U.S. But its success is hard to replicate. ( New York Times ) • Stephen Curry is too good to pretend his success is merely down to hard work : A new documentary on the four-time NBA champion shows a man driven by a grudge against those who doubted him.

Valuation 130

Valuation Economics Assets Clients 130

Million Dollar Round Table (MDRT)

DECEMBER 3, 2023

Forte, FCII, CFP My podcast was born of a desire to pass on the lovely anecdotes I was discovering when meeting some of my better-known clients. They would often share these amazing stories about how they achieved success or overcame challenges in life. ” She said, “Yeah, that’s fine.”

CFP 84

CFP Clients Marketing Marketing 84

Nerd's Eye View

SEPTEMBER 12, 2022

Yet, while these advisors recognize the importance of business development to grow their firms, they are also very often intimidated by the process of adopting sales techniques to convert leads to clients. It can feel stressful at best and disingenuous at worst.

Sales 166

Sales Clients Financial Advisor Financial Planning 166

Indigo Marketing Agency

APRIL 4, 2024

In addition to highlighting your professionalism and trustworthiness, successful financial advisor website design must also communicate your special knowledge and value offer. Conversion-focused: The best way to attract your ideal customers is by designing a custom website that concentrates on converting leads into clients.

Financial Advisor 52

Financial Advisor Compliance Consulting Certification 52

NAIFA Advisor Today

APRIL 4, 2024

Eventually, this led him to take over a State Farm agency, where he utilizes his engineering skills in systematic planning and problem-solving to assist his clients through their toughest days. Beyond the professional success Paffhausen's commitment to financial literacy didn't stop with his clients.

Engineering 52

Engineering Finance Knowledge Education Insurance 52

eMoney Advisor

MARCH 1, 2023

Read on to learn their stories and get inspiration for your own. In addition to running her own practice, she is heavily involved with the Financial Planning Association (FPA) of Michigan, has chaired their Student Success Summit conference, and is an advocate for helping other women enter the financial planning field. Sources: 1.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

eMoney Advisor

FEBRUARY 8, 2023

In addition to working with clients, there’s so much that goes on behind the scenes. Not only the administrative work that comes from managing client accounts but also the aspects of keeping the business running and marketing to bring in new clients. Your authentic story can be shared across numerous elements of your site.

Marketing 81

Marketing Marketing Clients Certification 81

Indigo Marketing Agency

SEPTEMBER 16, 2023

Among the plethora of platforms available, LinkedIn has emerged as a goldmine for financial advisors seeking to promote their services and engage with potential clients. In this guide, we’ll show you how to harness the power of LinkedIn Documents and unveil eight game-changing tactics to connect with top-tier clients.

Marketing 97

Marketing Marketing Education Clients 97

Indigo Marketing Agency

SEPTEMBER 15, 2023

Your Story, Your Voice In a world of generic marketing, don’t settle for mediocrity. Your story deserves to be told in your unique voice. Save Time, Focus on Clients You understand the importance of a cohesive marketing strategy, but perhaps you lack the time or expertise to execute it. That’s where we come in.

Marketing 52

Marketing Marketing Financial Advisor Media 52

FMG

JULY 11, 2023

We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. Maintaining a schedule is so important when it comes to the success of your strategy. Is your ideal client actually seeing any of it? Read more here. Give it a listen here. Learn how here.

Media 75

Media Clients Economy Marketing 75

Trade Brains

JANUARY 24, 2024

Anand Rathi Wealth Limited: In the dynamic change happening in India’s wealth management, one company shines for its personal touch and dedication to client success: Anand Rathi Wealth Limited (ARWL). of the Assets Under Management (AUM) originate from clients above Rs 50 Crores. of clients fall under the Rs 0.5

Wealth Management 59

Wealth Management Distribution Clients Assets 59

Indigo Marketing Agency

OCTOBER 3, 2023

Most advisors agree it’s easier to preserve an existing relationship than it is to prospect for a new client. The Do’s and Don’ts of Engaging with the Next Generation Don’t: Rely on Credentials Alone You’ve worked hard to build your expertise and earn your designations—and clients are looking for an expert.

Wealth Management 52

Wealth Management Financial Advisor Clients Management 52

Tobias Financial

OCTOBER 6, 2022

The idea of acting is to tell a story and at Tobias Financial Advisors, Alex wants to help others tell their stories. She likens the moment she meets a client to meeting a character in a play. Her drive and meticulous approach to client experience is inspiring and very valuable for the firm’s culture.

Financial Advisor 98

Financial Advisor Financial Planning Clients Planning 98

Advisor Perspectives

FEBRUARY 10, 2023

The environment is volatile, client expectations are rising, and the competition is loud. The key to marketing success is making sure you are delivering the right message to the right audience at the right time. AssetMark’s new guide, “ Marketing Matters Control Your Story. You don’t have to be louder.

Clients 52

Clients Marketing Marketing 52

Tobias Financial

AUGUST 4, 2023

Our Wealth Advisor Catalina Franco-Cicero was featured in the recent episode of “Voices of the Goddess” podcast where she shared her inspiring story of becoming a financial advisor. Catalina revealed her approach to connecting with clients, her personal growth journey, and her unwavering dedication to professional evolution.

Wealth Advisor 52

Wealth Advisor Financial Advisor Clients 52

Indigo Marketing Agency

APRIL 2, 2024

For example, one digital marketing strategy for financial advisors might break down a client list into categories like new clients, long-term clients, those nearing retirement, and young professionals. Effective segmentation begins with collecting and analyzing your client data. Humans also love a good story.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

JANUARY 4, 2023

If you’re a long-time Indigo client, you’ve probably had the privilege of working with Lori Koepke—a talented and experienced Account Manager and a key contributor to our success here at Indigo Marketing Agency. Over the years, Lori has grown to love her clients, not only as professional people, but also on a personal level.

Financial Advisor 52

Financial Advisor Clients Accounting Management 52

XY Planning Network

JULY 18, 2022

Although seemingly obvious, it’s worth saying—a firm isn’t a firm without clients. The truth is, as a firm owner, your success depends just as much on your ability to effectively communicate your value proposition with your ideal client as it does on you delivering that value.

Fee Only 68

Fee Only Marketing Marketing Communication 68

Indigo Marketing Agency

DECEMBER 15, 2023

In the ever-changing world of financial advisor marketing, success boils down to embracing strategies that convert prospects, minus the old-school pushy sales pitches. So, let’s chat about how value-packed strategy will revolutionize your firm and the way you serve clients! Let’s get you in the spotlight!

Financial Advisor 52

Financial Advisor Clients Media Retirement Planning 52

eMoney Advisor

MAY 2, 2023

As a financial professional, you have probably noted how different clients react to the presentation of their financial plans. The reasons could come down to each client’s individual learning style. Determining the learning style of your clients can reveal the best approach how to present a financial plan.

Financial Planning 103

Financial Planning Clients Planning Consulting 103

Indigo Marketing Agency

NOVEMBER 1, 2022

She advises all independent advisors to answer the following questions: What is the one urgent problem you help clients solve? . What is the biggest emotional benefit your clients walk away with? . Focus On What Clients Care About. Share stories of the value you provide. Why do they choose to work with you?

Marketing 105

Marketing Marketing Financial Advisor Clients 105

Indigo Marketing Agency

AUGUST 31, 2023

A key contributor to our success here at Indigo Marketing Agency, as an Account Manager, Beverly Anderson helps financial advisors develop a solid marketing strategy from the ground up—completely tailored to their niche, their location of their business, and their personal goals and ambitions for their firm.

Financial Advisor 52

Financial Advisor Clients Accounting Media 52

Advisor Perspectives

NOVEMBER 22, 2022

Her story began in retail banking, but her determined mindset and dream to be someone people trust with their financial futures drove her to make the leap to independence. When she joined an Registered Investment Advisory (RIA) firm in West Hollywood, she got the freedom to put her clients first, always.

Wealth Management 52

Wealth Management Retail Clients Banking 52

Indigo Marketing Agency

NOVEMBER 7, 2023

In today’s digital age—with roughly 330,000 financial advisors in the United States alone—financial advisor websites are not just nice to have; they are a necessity , acting as one of the key differentiators between ultra-successful consultants and those who struggle to achieve their growth goals.

Financial Advisor 52

Financial Advisor Clients Consulting Marketing 52

Steve Sanduski

AUGUST 29, 2023

In a Nutshell: M&A has been one of the biggest stories in the RIA space for the last 15 years. As some of these tailwinds, potentially, turn into headwinds, prospective buyers and sellers need to reassess the M&A marketplace to find the right path towards their long-term growth goals and the best service models for their clients.

Valuation 59

Valuation Retirement Sales Clients 59

Diamond Consultants

JANUARY 24, 2023

Having invested one’s business life faithfully serving clients and growing a book of business, advisors certainly want to bring along as much as is possible – and practical – to their new firm. Even though this is a relatively straightforward metric, it tells only a fraction of the story. Assess how the clients were sourced.

Clients 52

Clients Assets Banking Management 52

Million Dollar Round Table (MDRT)

OCTOBER 9, 2022

These have helped me gain the trust of new clients and new recruits for my team. I share my day-to-day life through Instagram stories and posts. If you are thinking of increasing your reach by leveraging social media, here are three simple tips that can increase your success rate: 1. Yet, I’ve made great strides in this area.

Media 87

Media Ethics Recruitment Marketing 87

FMG

OCTOBER 6, 2022

When he isn’t delivering excellent service to our clients, you can find him hanging out with his family and enjoying nature! The thought of being able to efficiently solve our client’s issues in a timely manner makes me pleased as punch. Do you have any success stories that you would like to share?

Clients 52

Clients 52

Sara Grillo

JANUARY 8, 2024

By the way, if you happen to be a small investor looking for financial advice, I have a list of advisors who are open to serving such clients. And now back to the main story… Zack’s program doesn’t just doll out financial planning tips for small investors. Please conduct your own due diligence and come to your own decision.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

FMG

SEPTEMBER 15, 2022

And for this one, we caught up with Customer Success Coordinator, Elizabeth McArdle. When she isn’t looking for ways to better serve our clients, she loves traveling with her family, headed to the beach, crafting and a lot more! . 98% of the clients appreciate my honest feedback. I am valued for being opinionated!

Clients 98

Clients Media Marketing Marketing 98