Don Connelly & Associates

JULY 10, 2023

More people than ever are clamoring for quality, objective financial advice to guide critical life decisions. It's also a very challenging time for newer financial advisors as the competition for quality prospects is fierce.

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Indigo Marketing Agency

AUGUST 23, 2023

These trendsetters now form the bulk of the global workforce, and as they ascend, they’re on the lookout for financial advisors who understand their evolving financial landscape. Beneath the surface, there are three compelling reasons why financial advisors should focus on millennials.

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FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors.

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Nerd's Eye View

MAY 15, 2023

From the introduction of computers to the rise of the internet to the emergence of ‘robo-advisors’, there has been no shortage of innovations that would allegedly reduce the need for consumers to work with (human) financial advisors.

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Nerd's Eye View

JULY 28, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that RIAs appear to be building more comprehensive and more integrated tech stacks, and are benefiting from greater operational efficiencies, according to the latest Schwab RIA Benchmarking Study, with larger firms (..)

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Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

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FMG

OCTOBER 6, 2022

Since building strong relationships is a core element of providing financial advice, a financial advisor CRM ( c lient r elationship m anagement) system may be the most essential technology tool available for financial advisory firms. The average advisor serves 156 clients. What is CRM?

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Sara Grillo

OCTOBER 10, 2022

In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

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Financial Advisor Financial Advice Financial Planning Fee Only 52

BlueMind

JULY 15, 2022

Although the purpose is simple: to protect investors, customers, the economy, and society from financial crimes but on the other hand it increased compliance challenges for financial advisors. Following are examples of some of the common unethical practices in the financial marketplace.

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Sara Grillo

DECEMBER 22, 2023

There’s a ton of bogus crap advice out there that people doll out when they are trying to convince you to hire them as a financial advisor. Use these tips to find a good financial advisor and avoid the lying grifters! I was recently featured in a MarketWatch article about how to find a good financial advisor.

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Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Don Connelly & Associates

OCTOBER 23, 2023

Financial advisors with any ambitions of growing their practices in the next couple of decades can’t ignore the emergence of Gen Z as an economic force. They will be more educated and more ambitious than their generational predecessors, and they will be starving for financial advice.

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Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Does it matter that clients know the fees they are paying?

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Financial Advisor Commission Clients Insurance 52

Sara Grillo

APRIL 21, 2022

I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgement of morality, and it is my goal to overshadow any media voice that claims as such. I am a CFA® charterholder and financial advisor marketing consultant. Ethics matter in financial advice! Ethics matter.

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Ethics Financial Advisor Clients Management 52

Sara Grillo

NOVEMBER 13, 2023

Today I’ve got Joanne Giardini-Russell to talk about why transitioning to Medicare is a big deal and how to help your clients avoid the common Medicare mistakes. It makes them look good and helps the clients. The impact of their healthcare choices on their financial plan – healthcare is a large line item. A good referral.

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Clients Financial Advisor Healthcare Insurance 59

Envision Wealth Planning

MAY 23, 2022

Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. Ethics matter in financial advice!

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Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

APRIL 25, 2022

If I were a financial advisor wanting to grow my business, I would do it weird as hell. This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth.

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Financial Advisor Marketing Marketing Financial Planning 52

International College of Financial Planning

SEPTEMBER 3, 2021

When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. After all, if a client feels that a financial planner understands him, then he remains loyal to him. How to Compensate Financial Advisors?

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Tucker Advisors

NOVEMBER 11, 2021

How to Grow on Twitter as a Financial Advisor. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Click the links below to jump to a client appreciation event page section specific to your needs. Today we will show you how to grow on Twitter as a financial advisor. Table of Contents .

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Sara Grillo

SEPTEMBER 18, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. Join the Transparent Advisor Movement. It’s about how you communicate.

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Financial Advice Financial Advisor Communication Consulting 59

Sara Grillo

JANUARY 8, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Thanks for reading.

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Sara Grillo

OCTOBER 21, 2022

For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

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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. Our guide to creating memorable client events can help you get started.

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Indigo Marketing Agency

JUNE 22, 2023

As a financial advisor, you understand the importance of getting noticed in today’s competitive landscape. Introducing our comprehensive SEO checklist tailored specifically for financial advisors like you. In the United States alone, there are over 330,000 financial advisors, and this number is rapidly growing.

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Financial Advisor Engineering Financial Advice Clients 52

International College of Financial Planning

OCTOBER 17, 2023

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. These professionals can deliver superior client services by embracing digital platforms and understanding their potential.

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Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an hourly financial advisor?

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Financial Advisor Portfolio Clients Management 52

Midstream Marketing

MARCH 8, 2023

I was just in a meeting with a client the other day, who wanted to move the writing of his blog content in-house so he could write it himself. We had been using an amazing copywriter, a veteran writer in the financial advisor space for over 20 years. Plus there is a whole host of advice that is not even curated by ChatGPT.

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Financial Advisor Communication Clients Financial Advice 52

eMoney Advisor

MARCH 22, 2023

1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. Yet they represent only 14 percent of today’s advisory clients. 4 The key however is to select the right next-gen clients that may add to the overall growth and longevity of your firm.

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eMoney Advisor

JUNE 6, 2023

Building trust is essential to the foundation of a successful client relationship. This causes many to question whether financial professionals have their best interests in mind and leaves financial planners the task of turning mistrust into understanding and action. their experiences, biases, etc.)

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eMoney Advisor

FEBRUARY 8, 2023

Today’s financial professional has a lot on their plate. 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.

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Steve Sanduski

MAY 16, 2023

Last week, I had conversations with two of my coaching clients about dialing in on their voice and making it stand apart from the sea of sameness that clogs the internet. One client is making educational videos and we’ve gone through several iterations to make sure that viewers connect with him and his unique personality.

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AdvisorPR

MAY 13, 2020

An Advisor’s Guide to “The New Normal” of Business During COVID-19 It’s the “new normal” they say. “We So how is a financial advisor supposed to “advise” amidst a lingering pandemic? Your prospective clients have dramatically shifted their behavior in record time. We could see a resurgence in the fall,” some warn.

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Sara Grillo

JUNE 2, 2022

I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. Different advisors are great for different clients.

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Financial Advisor Clients Ethics Numbers 69

Carson Wealth

JULY 12, 2022

Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . Registration Standards for Financial Advisors.

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Sara Grillo

APRIL 10, 2023

I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Join our next Transparent Advisor virtual meetup. and you can bet that this is going to be a live one!

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Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

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Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. I am a CFA® charterholder and financial advisor marketing consultant. For those of you who are new to my blog, my name is Sara.

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