Nationwide Financial

FEBRUARY 7, 2023

In recognition of Black History Month, we are highlighting the connections between wealth and well-being among Black consumers with a focus on raising awareness of the persistent gaps in financial planning and the links between financial health and personal well-being.

Retirement 102

Retirement Clients Education Financial Services 102

Indigo Marketing Agency

FEBRUARY 24, 2024

Huge portions of the internet population are increasingly looking online for financial guidance. That means the right digital marketing for financial advisors can be the rocket fuel that propels unparalleled success. You’re asking potential and existing clients to trust you with their hard-earned money. Think about it.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Guidance 52

Indigo Marketing Agency

FEBRUARY 1, 2024

Why Niche Marketing Is Important for Financial Advisors For prospective clients looking for financial guidance, niche marketing is like helping them find their tribe in the vast and dangerous wilderness. A quick action checklist: Identify Your Niche: Look at your client base, spot the trends, and find your niche.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. But understanding the costs associated with these services can be complex.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Park Place Financial

SEPTEMBER 8, 2022

One of the best financial advisors available, CFPs earn board certification that represents their intensive training, commitment to observing ethical standards, and dedication to putting clients first. They often consider their clients’ overall financial situation to develop strategies for meeting long-term goals. .

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Indigo Marketing Agency

DECEMBER 8, 2022

But if you’re an independent financial advisor, cutting back on your marketing efforts will have the opposite desired effect. Your clients and prospects need your expertise now more than ever. Your clients need reassurance. You know your clients extremely well (maybe even better than some family members!).

Marketing 52

Marketing Marketing Financial Advisor Clients 52

Zoe Financial

JANUARY 17, 2024

Zoe Financial is NerdWallet’s 2024 Best-Of Awards winner for Best Online Financial Advisor*. This victory recognizes Zoe’s clients who trust Zoe, the Zoe network’s advisors, and the entire Zoe team’s unwavering hard work and dedication. We strive to deliver a premier, trustworthy, and curated service for our clients.

Financial Advisor 45

Financial Advisor Wealth Management Clients Financial Guidance 45

Indigo Marketing Agency

JULY 1, 2020

At Indigo Marketing Agency, we send out a client survey each year asking advisors to share their feedback on how we can improve our services. Trend #1: Financial Planning Is Going Digital . The first trend is an obvious one: financial planning is going digital. And how can advisors use them to their advantage?

Financial Planning 52

Financial Planning Clients Planning Financial Services 52

WiserAdvisor

AUGUST 3, 2023

The 1 percent fee structure refers to the annual advisory fee charged by a financial advisor, typically calculated as a percentage of the Assets Under Advisory (AUA). This fee structure is common in the financial advisory industry and varies based on the size of the client’s portfolio.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

WiserAdvisor

JULY 27, 2023

Throughout the planning process, keep an eye out for potential gaps in insurance coverage, pending mortgages on properties, or other financial obligations. Also note that factors such as inflation and changing economic health and government policies may also arise in the future, which might require revisions to your financial plans.

Retirement Planning 52

Retirement Planning Financial Advisor Retirement Planning 52

eMoney Advisor

DECEMBER 13, 2022

Gaining a better understanding of this audience can help you connect with and identify potential clients and uncover their needs and wants in a way that benefits you both. Mass Affluent Clients and the Advice They Crave. Generally, a mass affluent client has investable assets between $100,000 and $1 million.

Budgeting 84

Budgeting Clients Financial Planning Retirement 84

Nationwide Financial

SEPTEMBER 27, 2022

Hispanic adults who work with financial professionals were less likely to have postponed retirement than those who are not. Many Hispanic clients are seeking help around maximizing Social Security benefits. However, when it comes to larger purchases or longer-term financial plans, many Hispanic adults are doing things differently.

Clients 98

Clients Retirement Retirement Planning Planning 98

WiserAdvisor

JANUARY 23, 2024

While some traditional financial advisors may practice year-end tax-loss harvesting, they may miss out on significant opportunities during the middle of the year. For instance, events like a market downturn in June 2013 allowed some services to capture losses promptly, providing tax savings for clients.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52

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!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

James Hendries

FEBRUARY 23, 2023

Obtain financial guidance. Your client, partner or customer is king. And you have to do all of these while not compromising the service the existing clients received. The same applies to your relationships with suppliers, vendors, contractors or even clients. Having an established client base is huge.

Planning 40

Planning Startup Taxes Clients 40

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Nationwide Financial

DECEMBER 30, 2022

When working with LGBTQ+ clients, it is important to remember they are likely to have faced a lifetime of discrimination. This conversation with my friend provides a perfect example of just one of many important life events with significant financial ramifications that many members of the LGBTQ+ community approach differently.

Clients 52

Clients Planning Retirement Planning Taxes 52