Midstream Marketing

NOVEMBER 5, 2024

Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. Get advice on creating content, such as combining educational and promotional posts, and using questions from clients. Many potential clients look online for information. Make a strong LinkedIn profile.

Media

The Big Picture

JULY 1, 2025

Bachelor’s in economics and a BS in computer science from Wellesley in Boston and then an MBA from Harvard Business School. So it was Pascal then c plus plus, and then I took an economics class and that’s when the lights went off because it was a very mathematical field in many ways, but also with a link to the Rio economy.

Investing

Harness Wealth

MARCH 7, 2025

Learn about his insights into effective communication and transparent expectations for remote teams, shared recently at the AICPA Personal Financial Planning Summit 2025. Financial advisors often focus on high net worth clients whose wealth stretches far beyond that eligibility. Senate committee during the pandemic.

Taxes

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. Content marketing is a great strategic approach to find potential clients.

Financial Advisor

Don Connelly & Associates

APRIL 28, 2025

What does this mean for your clients? Successful advisors go beyond reacting to short-term events such as market volatility and its impact on client portfolios. Instead, they proactively address long-term economic trends that shape their financial futures.

Economics

The Big Picture

MARCH 4, 2025

And in my summer in between I worked for Mayor Daley in Chicago on economic development issues. I literally sat next to the, the managing director that I worked for and would listen in on all the client calls and sort of, you understand much more quickly how to handle specific situations. How do you keep up with that?

Banking

SEI

JULY 15, 2025

Featured Who we serve right-arrow arrow-sm-down left-arrow Back Who we serve We help our clients across financial services make confident decisions and power growth. Economic development : Both channels encourage reinvestment and support economic activity, either broadly (1031s) or in targeted areas (opportunity zones).

Investing

SEI

JULY 22, 2025

Featured Who we serve right-arrow arrow-sm-down left-arrow Back Who we serve We help our clients across financial services make confident decisions and power growth. I’m confident they will provide strategic insight that will be invaluable as we continue to transform our company and deliver long-term value to our clients and shareholders. “On

Wealth Management

Zoe Financial

FEBRUARY 24, 2025

Economic Update: Walmart Earnings : Reported lower-than-expected sales guidance, indicating potential weakness in U.S. Sector Performance : Energy, healthcare, and communication services are outperforming; technology and consumer discretionary sectors are underperforming. Stock Market Update: S&P 500 : Down 1.7% for the year.

Marketing

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. and global economic events. Slide 4: U.S.

Economics

The Big Picture

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. WA was the career plan, always economics and finance. And I studied economics in university.

Economy

The Big Picture

JUNE 16, 2025

But we have clients that are on the left and the right. So Pax Americana, 80 years of growth and economic success, much of which accrued to the benefit of the US are, are you implying that that is now at risk? And there’s a concept in economics called the paradox of thrift, which we’re all familiar with.

Math

The Big Picture

MARCH 25, 2025

As you note, when we spun out, we kept all of our Bear Stearns accounts, continued to work with all their private client service people over there. So, the reason I am an economics, I have a degree in economics. The reason for that was I had maybe six more credits, four to six more credits in economics than I had in history.

Management

Investment Writing

NOVEMBER 5, 2024

However, if you’d like to give a printed copy of my Financial Blogging book as a holiday gift, email me your shipping address to learn how you can snare one of my remaining copies of Financial Blogging: How to Write Powerful Posts That Attract Clients for only $27 (regularly $49), including shipping within the U.S. Read more testimonials

Investing

Investment Writing

MARCH 4, 2025

I favor curly quotes because theyre more modern and are generally preferred by my clients. The show runs through May 4, 2025. What my clients say about me Fast, effective, insightful. Susan has an exceptional ability to tailor investment communications to the sophistication level of any audience. Read more testimonials !

Clients

Trade Brains

JUNE 12, 2025

Widening the abroad offers and the access to the newer clients can increase the profit margins and the global recognition towards the startup. Sustainable scaling is requiring revenue growth with a healthier unit of economics. Indian startups are no longer in the motive of just catering to the domestic markets.

Startup

Investment Writing

JUNE 3, 2025

This is how I edit my clients’ work. You can learn a lot more about the specifics of my writing process in Financial Blogging: How to Write Powerful Posts That Attract Clients. What my clients say about me Fast, effective, insightful. Do you want your quarterly commentary to shine? Read more testimonials !

Clients

The Big Picture

JUNE 2, 2025

He’s a super intelligent, thoughtful guy, very well versed in business economics and monetary policy. And I was at the time taking introductory to economics, which I really liked ’cause it combined history and politics and math and economics. And we were serving clients in that geography.

Economy

Trade Brains

JULY 20, 2025

The Indian IT sector plays a vital role in the country’s economic growth, global positioning, and social development. has emerged as the leading provider of Communications Platform as a Service (CPaaS) in India, capturing nearly 35% of the market.

Banking

Trade Brains

JULY 27, 2025

Originally established in 2005 as Ujjivan Financial Services Limited, the institution was founded to provide financial services to the ‘economically active poor’, a segment that was largely excluded by traditional financial institutions. With a market capitalization of Rs. and declined to an intraday low of Rs.42.90, on Friday.

Manufacturing

The Big Picture

MARCH 11, 2025

00:02:07 [Speaker Changed] So, so let’s start with a little bit, I wanna talk about the book, but before we get to that, let’s talk a little bit about your background, which is kind of fascinating for an American, you get a bachelor’s at Oxford, a PhD at the London School of Economics. I’m not American.

Economics

Investment Writing

JULY 1, 2025

Inheritance Detective —A former lawyer helps clients resolve inheritance issues. What my clients say about me “Fast, effective, insightful. Susan has an exceptional ability to tailor investment communications to the sophistication level of any audience. Coto’s Clinic —A doctor moves from Tokyo to a clinic on an isolated island.

Clients

Indigo Marketing Agency

MARCH 14, 2023

As a financial advisor, it’s crucial to effectively communicate this event to your clients to help them understand the potential impact it may have on their investments and overall financial well-being. Proactive communication is good client service. Staying in touch results in fewer phone calls and panicked clients.

Communication

Nerd's Eye View

APRIL 25, 2023

that oversees $143 million in assets under management (AUM) for nearly 75 client households. Ari is Managing Partner of Values Added Financial, an independent RIA based in Washington, D.C.,

Management

Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Financial Planner

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households.

Financial Planner

Nerd's Eye View

JUNE 27, 2023

Eric is the Founder and CEO of Beyond Your Hammock, an independent RIA based in Boston, Massachusetts, that oversees $47 million in assets under management for more than 80 client households.

Financial Advisor

BlueMind

OCTOBER 25, 2022

Category: Clients Risk. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. Good communication is the key to a successful advisor-client relationship.

Risk Management

XY Planning Network

OCTOBER 17, 2022

Global capital markets are performing poorly, and many clients of ours are anxiously looking for expert guidance. Once again, advisors are facing an opportunity now to prove their value, build stronger relationships, and—most importantly—make sure clients are faring well despite the current economic situation.

Clients

Nerd's Eye View

AUGUST 22, 2024

The unique dynamic of presenting fees to clients can be heightened when an advisor offers life planning, which may involve multiple meetings to truly understand the prospect's situation before the advisor even presents the fee for an in-depth plan.

Planning

Nerd's Eye View

AUGUST 19, 2024

Founding owners of financial advisory firms often spend much of their time focusing on the short-term aspects of running their business, from providing high-quality client service to pursuing client growth. metrics like revenue, profit, impact, clients, or team size), and a timeline for when the goals should be achieved.

Planning

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors.

Clients

Indigo Marketing Agency

AUGUST 22, 2024

5 Steps to Client Retention for Financial Advisors As a marketing agency for financial advisors, we post a lot about growing your business and attracting new clients. But all too often we see financial advisors ignore marketing when it comes to how to retain clients once they’ve signed. BOOK A FREE CALL NOW!

Financial Advisor

Nerd's Eye View

MARCH 26, 2024

Michael is the CEO & Founder of WinCap Financial, an RIA based in Boston, Massachusetts, that oversees $80M in assets under management for 70 client households. My guest on today's podcast is Michael Collins.

Financial Advisor

Investment Writing

MAY 7, 2024

Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” I sometimes ask my clients to substitute a different word when they use a word that’s not in the dictionary. What my clients say about me “Fast, effective, insightful.

Asset Allocation

Investment Writing

SEPTEMBER 3, 2024

you can buy a paperback copy of Financial Blogging: How to Write Powerful Posts That Attract Clients for only $27 including shipping. May and June 2025 Los Angeles, July 2025 What my clients say about me “Fast, effective, insightful. Financial Blogging’s paperback version is on sale direct from the author for shipment within the U.S.

Sales

NAIFA Advisor Today

DECEMBER 14, 2022

It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments. Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs.

Wealth Accumulation