Nerd's Eye View

OCTOBER 19, 2023

Niching offers several advantages, allowing advisors to be more specific in their marketing, more targeted in their prospecting calls, and more efficient in their processes (since clients within a similar niche are likely to have similar problems, especially in niches of profession).

Clients 186

Clients Financial Advisor Financial Advice Financial Services 186

Nerd's Eye View

OCTOBER 9, 2023

When deciding on a marketing strategy to pursue, one of the key factors for financial advisory firms to consider is efficiency. Notably, the point of an SEO strategy is to drive users to an advisory firm's website so that those visitors can eventually be converted into paying clients.

Engineering 181

Engineering Financial Advisor Management Advertising 181

Conneqtor

JULY 5, 2022

The age old question – How to get clients as a financial advisor? Well, as an actively practicing advisor who’s brought in clients 100% digitally let me answer this question for you below. First, some context.

Financial Advisor 52

Financial Advisor Clients Financial Services Financial Planning 52

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.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

FMG

JULY 19, 2022

According to the AARP, 45% of middle-aged Americans would rather visit the dentist than make an appointment with a financial advisor. Most people distrust financial services as an industry. Prospects don’t know how to choose a “good” financial advisor. Why is that? Money is emotional .

Financial Advisor 72

Financial Advisor Clients Financial Services Numbers 72

Nerd's Eye View

FEBRUARY 21, 2023

Welcome back to the 321st episode of the Financial Advisor Success Podcast ! Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households. My guest on today's podcast is Danqin Fang. Read More.

Financial Advisor 130

Financial Advisor CFP Financial Planner Math 130

NAIFA Advisor Today

MARCH 11, 2024

Robert Miller , a retired second-generation financial advisor, has grown up around many prominent New York insurance agents and has served over six thousand clients. A loyal NAIFA member since 1983, he is the past President of NAIFA-New York City.

Financial Services 64

Financial Services Financial Advising Financial Advisor Insurance 64

Nerd's Eye View

AUGUST 30, 2022

Welcome back to the 296th episode of the Financial Advisor Success Podcast ! 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

Indigo Marketing Agency

FEBRUARY 1, 2024

And more people are finding their go-to service professional straight from their feed. So, as a financial advisor, you may be wondering if it makes sense to invest your marketing dollars in Facebook Ads. Whichever camp you’re in, you’re likely pondering this one question: Do Facebook Ads work for financial advisors?

Financial Advisor 52

Financial Advisor Clients Advertising Budgeting 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Nerd's Eye View

APRIL 20, 2023

In any business profession, establishing credibility and trust are important to attracting clients and building a reputation amongst colleagues. Traditionally, business attire for financial advisors meant wearing the typical suit and tie in all instances of client-facing activities. Read More.

Clients 212

Clients Financial Services Financial Advisor Communication 212

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

FEBRUARY 12, 2024

In today’s dynamic financial landscape, the role of financial advisors extends beyond traditional financial planning to include effective digital marketing strategies. In this blog post, we answer the question “How do financial advisors market themselves?”

Financial Advisor 52

Financial Advisor Marketing Marketing Advertising 52

Conneqtor

APRIL 21, 2023

If you’re a financial advisor looking to build a strong and successful personal brand, you’re in the right place. Personal branding is becoming increasingly important in the financial services industry and for good reason. … Read More »

Financial Advisor 52

Financial Advisor Financial Services Clients Financial Planning 52

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.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Nerd's Eye View

MARCH 21, 2023

Welcome back to the 325th episode of the Financial Advisor Success Podcast ! Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.

Financial Advice 246

Financial Advice Insurance Financial Advisor Financial Planning 246

Million Dollar Round Table (MDRT)

APRIL 25, 2024

By Bryce Sanders It is easy to think the financial services industry is engaged in a race to the bottom when there are ads telling people they can trade stocks “for free.” Many people — especially those who are quality clients — are willing to pay more for a trusted financial advisor they can build an enduring relationship with.

Risk Tolerance 75

Risk Tolerance Financial Advisor Asset Allocation Advertising 75

International College of Financial Planning

DECEMBER 4, 2023

In the ever-changing finance sector, the significance of a financial advisor cannot be overstated. As financial markets grow more intricate and client needs to diversify, particularly in India, the focus on a financial advisor’s qualifications have intensified.

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

Prosperity Coaching

MAY 20, 2022

Financial Advisors Selling to Corporate Executives: Financial services are a diverse field because clients can range from blue-collar workers to high-income earners, all with vastly different needs. Since […].

Financial Advisor 52

Financial Advisor Financial Services Clients Compensation Planning 52

FMG

NOVEMBER 7, 2022

It’s an exciting but busy time of year, and in addition to getting gifts for friends and family, it’s important to think about what you are going to get your clients. Each year, we go to LinkedIn to discover some great of the best gifts advisors are giving their clients. Below are some of our favorites. What a great idea!

Financial Advisor 59

Financial Advisor Clients CFP Estate Planning 59

Nerd's Eye View

JANUARY 31, 2023

Welcome back to the 318th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ali Swart. Read More.

Retail 196

Retail Clients Financial Advisor Recruitment 196

FMG

OCTOBER 14, 2022

One of our favorite parts of working with our financial advisors and broker-dealers is the reveal of each new website. It’s so exciting to see the unique personality and perspective of each advisor expressed through a website. Financial Freedom Wealth Management Group. Peabody Wealth Advisors.

Financial Advisor 98

Financial Advisor Wealth Management Wealth Advisor Clients 98

Nerd's Eye View

SEPTEMBER 5, 2023

Welcome back to the 349th episode of the Financial Advisor Success Podcast ! Olivia is the Founder of Lexicon Advisor Marketing, a virtual outsourced digital marketing company that specializes in working with financial advisors to generate a steady flow of prospects. My guest on today's podcast is Olivia Luper.

Financial Advisor 182

Financial Advisor Marketing Marketing Media 182

WiserAdvisor

AUGUST 18, 2023

When it comes to personal finance, the guidance of a financial advisor can help you in more ways than one. These experts have the necessary financial knowledge and expertise to help you make informed decisions about your money, investments, and future financial security. Financial advisors charge a fee for their services.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

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? Why You Need a CRM.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Nerd's Eye View

NOVEMBER 29, 2022

Welcome back to the 309th episode of the Financial Advisor Success Podcast ! Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. My guest on today's podcast is Anh Tran.

Estate Planning 232

Estate Planning Financial Advisor Financial Services Clients 232

Nerd's Eye View

JULY 12, 2022

Welcome back to the 289th episode of the Financial Advisor Success Podcast ! Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households. My guest on today's podcast is Kamila Elliott.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

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 fact is, whether you’re looking to expand your financial services business or preserve assets for years to come, you need to be able to effectively relate and communicate with the younger generation.

Wealth Management 52

Wealth Management Financial Advisor Clients Management 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.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Nerd's Eye View

DECEMBER 6, 2022

Welcome back to the 310th episode of the Financial Advisor Success Podcast ! Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Clients 130

Clients Financial Advice Financial Advisor Consulting 130

Carson Wealth

AUGUST 28, 2022

Financial advisors provide financial planning or investment guidance to clients. Financial advisors may work for themselves, with small firms or large organizations. They generally provide advice to help their clients pursue their financial goals. . How Financial Advisors Get Paid .

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

Don Connelly & Associates

DECEMBER 18, 2023

We've made no secret of the fact that a trust deficit exists between the public and the financial services industry. Advisors, new and experienced, must work consciously and deliberately every day to overcome it. Here are five ways advisors can establish credibility by demonstrating the building blocks of trust.

Financial Advisor 52

Financial Advisor Financial Services Communication Clients 52

Advisor Websites

MARCH 24, 2022

Establishing a client base as a financial advisor can be challenging, especially in a very competitive market. But because you operate in the service industry, you cannot afford to rely on just your existing client base. You need to be constantly growing your client list.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Million Dollar Round Table (MDRT)

NOVEMBER 3, 2022

Swofford, CLU, ChFC When you think of yourself as the general manager of your client’s financial plan, you’ll guide the client to successfully achieve their goals and you’ll reach higher levels in your career. This approach provides better service to the clients, and it’s more efficient for you as their financial advisor.

Clients 78

Clients Financial Advisor Financial Planning Retirement 78

Nerd's Eye View

SEPTEMBER 13, 2022

Welcome back to the 298th episode of the Financial Advisor Success Podcast ! Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5 billion in assets managed by over 20 affiliated independent advisor businesses.

Financial Advisor 162

Financial Advisor Financial Services Ethics Recruitment 162

Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Nerd's Eye View

JANUARY 10, 2023

Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130