International College of Financial Planning

OCTOBER 26, 2023

In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor? Where Do They Shine?

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Indigo Marketing Agency

NOVEMBER 20, 2020

So we wanted to give you a sneak peek into what the financial advisor landscape may look like next year. Right now, according to the Bureau of Labor Statistics, there are approximately 263,000 financial advisors in the United States. The average age of a financial advisor is estimated to be 51 years old in 2020.

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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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Darrow Wealth Management

JUNE 14, 2023

There are many different types of sudden wealth events, for example: Receiving an inheritance Stock options or equity compensation Sale of a business Winning the lottery Asset division in a divorce Proceeds from a lawsuit Professional athletes (signing bonus, performance, sponsorships, etc.) But they should always be a key consideration.

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Abnormal Returns

JANUARY 16, 2023

standarddeviationspod.com) Michael Kitces talks with Lisa Brown who is a Partner and Wealth Advisor for CI Brightworth about finding your ideal clients. blogs.cfainstitute.org) How Merit Financial Advisors is building out its tax practice. citywire.com) A CPA shortage is looming.

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Zoe Financial

NOVEMBER 20, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Indigo Marketing Agency

APRIL 28, 2023

Essentially, you should try to convey the value you offer to your specific clients. 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.

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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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Zoe Financial

NOVEMBER 13, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Zoe Financial

NOVEMBER 27, 2023

Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Ready to Grow Your Wealth?

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Steve Sanduski

SEPTEMBER 13, 2023

Guest: Louis Barajas , an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors , where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries.

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FMG

MAY 17, 2023

billion people worldwide , it’s no surprise to find that financial advisors are making use of the platform to engage with clients, market their business, and much more. All this makes Facebook a prime place for financial advisors to set up accounts and really start communicating with their audience.

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WiserAdvisor

AUGUST 8, 2022

If you want guidance on how to preserve your wealth to ensure you do not run out of money during the latter years of your life, consult with a professional financial advisor who can advise you on the same. Ultra high-net-worth financial planning can require intricacies and attention to the minutest of details.

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Darrow Wealth Management

AUGUST 28, 2023

Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney. On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process. The post Selling a Business?

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FMG

DECEMBER 9, 2022

In this blog post, we’ll look at the importance of a fees page on a financial advisor’s website, the benefits of being open about fees, and a few examples of advisor websites with effective fees pages. Why You Should Include Fees on Your Financial Advisor Website. HF3 Wealth Partners.

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Indigo Marketing Agency

JANUARY 11, 2021

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute. If you need help leveraging technology to grow your business, please reach out to us.

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FMG

JANUARY 11, 2023

In addition to that, FMG has its Fall 2022 Showcase Roundup to highlight our lovely clients who were kind enough to give us their time and attention. We want to use this time to highlight our fall advisor showcases and the delightful clients who worked with us to create them. New Lantern Advisors. Modernize Your Website.

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FMG

FEBRUARY 3, 2023

First impressions are everything, and this is a very small window for you to turn your visitors into leads and, eventually, clients. It takes less than a second to make a first impression on someone, and the same goes for your advisor’s website. You have 5 seconds to turn a visitor into a potential client or to lose them.

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Zoe Financial

NOVEMBER 9, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 9, 2023 Watch Time: 3 minutes Transcript : All right, so let’s start with the first one here: President Biden’s junk fee crackdown. In the past, the rule was held more on retirement accounts like 401(k)s, etc.

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Indigo Marketing Agency

MARCH 6, 2023

Do you want to stand out from the crowd and attract more of your ideal clients? Our latest video is here, and it’s all about the power of keywords in search engine optimization (SEO) and how they can help you supercharge your marketing efforts as a financial advisor. 2:19 So let me show you for the keyword wealth advisor.

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Indigo Marketing Agency

MARCH 3, 2023

Do you want to stand out from the crowd and attract more of your ideal clients? Our latest video is here, and it’s all about the power of keywords in search engine optimization (SEO) and how they can help you supercharge your marketing efforts as a financial advisor. 2:19 So let me show you for the keyword wealth advisor.

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Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio. Personal Capital to the rescue.

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WiserAdvisor

JANUARY 27, 2023

While wealth management for high-net-worth individuals may not be affected by Social Security benefits and 401k retirement plans compared to the average investor, the community still has to be prepared to tackle inflation, recession, and taxes like anybody else. HNW wealth management – Tips for 2023 1.

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FMG

APRIL 6, 2023

RX Wealth Advisors RX Wealth Advisors have a clean logo using dark blue and orange, a standard, reliable palette. Total Wealth Advisors The same orange and blue color palette is used in the Total Wealth Advisors logo. Reducing this anxiety is one of the benefits of money management.

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FMG

APRIL 6, 2023

Most advisors use marketing for lead generation and capture to grow their client base. But there has been a recent shift, as family offices begin to incorporate similar marketing strategies to standard wealth management firms. Keep in mind perspective and branding, what is the family office’s story? How is it unique?

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WiserAdvisor

JULY 24, 2022

Therefore, high-net-worth financial planning is a must for individuals belonging to high-income groups. If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same.

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Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. I am a CFA® charterholder and financial advisor marketing consultant. Robert will be on the “for” team. Scott Salaske of Firstmetric.

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Harness Wealth

MAY 18, 2023

For clients, the results are unclear. New investors may translate into capital investments enhancing client experiences, though higher prices may come with it. Small firms will have to find ways not only to stay competitive for retention of existing clients but also the wherewithal to win new ones in an evolving market.

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AdvisorPR

OCTOBER 29, 2020

As seen in Family Wealth Report. The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. Another task is for clients not to let their own politics lead them to make bad investment decisions. No matter what, some clients won’t be happy. Here’s how.

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