Nerd's Eye View

MARCH 12, 2024

Eric is the Founder & CEO of Abundo Wealth, an Advice-Only RIA based in Minneapolis, Minnesota, that oversees $600M in assets under advisement for 420 client households.

Clients 130

Clients Financial Advisor Financial Planning Media 130

Sara Grillo

MARCH 8, 2024

Question from a subscriber: “ How much time each day should I spend on social media (Twitter, Facebook, LinkedIn)?” It is aptly termed “social” media. One example is trying to get the attention of someone who is not responsive is not an active participant on social media. ” 25 minutes a day.

Media 52

Media Financial Advisor Clients Investing 52

Million Dollar Round Table (MDRT)

APRIL 25, 2023

By Antoinette Tuscano While there’s nothing comical for financial advisors about attracting prospects, you can use comic books to capture their attention on social media. He shares sections of these comic books on social media platforms such as Instagram to encourage people to contact him.

Media 87

Media Insurance Financial Advisor Education 87

Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios.

Portfolio 193

Portfolio Clients Financial Planning Communication 193

FMG

AUGUST 9, 2023

Financial advisors are always looking for new ways to boost their social media lead generation, but that can be easier said than done. This article will provide tips and strategies that advisors can use to boost their social media lead generation. Here are 6 Social Media Lead Generation Strategies for Financial Advisors: 1.

Financial Advisor 52

Financial Advisor Media Advertising Clients 52

Million Dollar Round Table (MDRT)

OCTOBER 9, 2022

By Jaslyn Ng Up until recently, I didn’t consider myself particularly social media savvy. These have helped me gain the trust of new clients and new recruits for my team. If you are thinking of increasing your reach by leveraging social media, here are three simple tips that can increase your success rate: 1.

Media 87

Media Ethics Recruitment Marketing 87

Nerd's Eye View

APRIL 26, 2023

accounting reports, client contract templates, and a surety bond) and filing an annual renewal fee near the end of the year. After year-end, firms typically have until March 31 to submit an annual amendment to their Form ADV Part 1 and Part 2A/2B, and until April 30 to offer a copy of their updated Form ADV to their clients.

Compliance 232

Compliance Clients Advertising Accounting 232

Nerd's Eye View

NOVEMBER 27, 2023

One of the main goals of financial advisors who market themselves is to build a foundation of trust with their prospective clients so that they feel comfortable in discussing often-sensitive financial topics and ultimately acting on the advisor's recommendations.

Distribution 195

Distribution Financial Advice Clients Financial Advisor 195

Million Dollar Round Table (MDRT)

JANUARY 9, 2024

I do social media marketing and handle the headlines, copy, and photos and ensure my content is relevant to my audience by studying what will hook their attention, which can be by sharing stories about previous clients, describing a scenario they may encounter in the future, or how our proposed actionable plans will help them during hard times.

Clients 77

Clients Advertising Media Planning 77

Abnormal Returns

MARCH 14, 2024

axios.com) Clients are asking advisers about crypto. wsj.com) Media Hollywood is rethinking the value of mergers. institutionalinvestor.com) The PGA is upping its media game. newsletter.abnormalreturns.com) Mixed media Chewing gum makers are looking for a new source of demand. ft.com) ARMs are no longer a bargain.

Financial Advising 255

Financial Advising Media Food Economy 255

Wealth Management

OCTOBER 27, 2023

Advisors at Nitrogen's Fearless Investing Conference describe how they're helping their clients invest fearlessly.

Media 59

Media Clients Investing Investments 59

Million Dollar Round Table (MDRT)

OCTOBER 19, 2023

We only need to worry about clients moving online if we are conducting business like it’s merely transactional. Using technology to meet people Daily, I spend at least one hour on social media to look for three to four people who I want to talk to, and then I contact them. Technology is not going to kill our business.

Clients 79

Clients Media Insurance Consulting 79

Nerd's Eye View

MARCH 18, 2024

Soliciting prospect referrals can often be an effective way for financial advisors to grow their firms with clients who are ready to act and who will benefit from the firm since many referrals come from sources that are familiar not just with the advisor and the services they offer, but also with the prospect being referred and the needs they seek.

Assets 237

Assets Media Financial Advisor Professional Services 237

Sara Grillo

FEBRUARY 16, 2024

Company vs. personal pages on social media – which one is better? With most social media apps, you can set up a page either as a person or as a brand or company. I hope this analysis of whether to use a business or personal page on social media was helpful. I’m confused.” ” Great question!

Media 52

Media Financial Advisor Clients Marketing 52

Nerd's Eye View

MARCH 27, 2023

Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021! Some strategies to do so can include simply talking about their own experiences as CFP professionals more intentionally (e.g., SEO tactics, drip marketing campaigns, and online advertisements).

CFP 246

CFP Clients Certification Financial Advice 246

Advisor Websites

OCTOBER 14, 2022

Is investing time and resources into your social media platforms as part of your marketing strategy the right move for you? There are many advisors that assume social media marketing isn’t capable of generating new business for their firm or isn’t worth the time, learning curve, or effort.

Media 98

Media Financial Advisor Marketing Marketing 98

FMG

SEPTEMBER 22, 2022

Clients are the lifeblood of every business regardless of industry. To distinguish themselves from others in the industry and make clients feel special. When a financial advisor is able to surprise or delight their client, they’re showing through action why that customer made the right choice in choosing them.

Clients 107

Clients Financial Advisor Media Food 107

Nerd's Eye View

APRIL 26, 2023

accounting reports, client contract templates, and a surety bond) and filing an annual renewal fee near the end of the year. After year-end, firms typically have until March 31 to submit an annual amendment to their Form ADV Part 1 and Part 2A/2B, and until April 30 to offer a copy of their updated Form ADV to their clients.

Compliance 235

Compliance Clients Advertising Accounting 235

Sara Grillo

JULY 10, 2023

Financial advisors are skeptical that you can actually get leads from social media. Today we’ll be talking to Thomas Kopelman , co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from financial advisor social media look like a piece of cake! And now onto the blog! How did he do it?

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

Nerd's Eye View

OCTOBER 6, 2022

When it comes to politically charged discussions, financial advisors generally try to stay neutral and focus on providing clients with objective financial advice. While many advisors want to remain neutral, the recurring conversations about politics can be stressful, especially when the client and advisor have opposing political viewpoints.

Clients 190

Clients Financial Advisor Financial Advice Financial Planning 190

Million Dollar Round Table (MDRT)

NOVEMBER 6, 2023

In the attraction model, clients know, trust and respect you before meeting you. When your personal brand is strong, it is also much easier for others to refer you, especially when there are multiple articles, videos and social media sources that showcase your brand. This greatly increases your chances of a sale.

Clients 83

Clients Financial Advisor Communication Media 83

Million Dollar Round Table (MDRT)

AUGUST 21, 2022

By Antoinette Tuscano You may be a genius financial advisor, but without clients, you won’t be a successful financial advisor. A dynamic marketing strategy is critical to attracting the clients you can best serve. The media can amplify your efforts of letting prospects know about what you can do for them.

Clients 100

Clients Financial Advisor Media Financial Planning 100

Abnormal Returns

APRIL 9, 2024

ft.com) Why Goldman Sachs ($GS) wants to help clients launch ETFs. newsletter.abnormalreturns.com) Mixed media The costs of 3-D printed homes is coming down, but is still a ways off from the mainstream. (barrons.com) The rise in Bitcoin has caused some long term holders to sell. Then check out our weekly e-mail newsletter.

Financial Advising 258

Financial Advising Economy Manufacturing Media 258

Million Dollar Round Table (MDRT)

NOVEMBER 28, 2023

When you have a brand you’re proud of that authentically represents you, you attract lifelong clients who advocate for your business. It also means referral partners are compelled to refer to you, as they are in line with your views and can trust that you will provide an exceptional level of service to their clients.

Clients 75

Clients CFP Media Marketing 75

Nerd's Eye View

APRIL 15, 2024

Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!). Read More.

Marketing 149

Marketing Marketing Engineering Media 149

Nationwide Financial

SEPTEMBER 27, 2022

Key Takeaways: Social selling is a great way to gain new clients, reach sales goals, and build relationships with existing clients online. Plus, results can be impressive: research shows that 92% of financial advisors who use social media for business say that it has helped them gain new clients. Why social selling?

Media 52

Media Clients Sales Engineering 52

Sara Grillo

FEBRUARY 2, 2024

How do I start prospecting and gain local clients? ” Tune in to learn how to meet wealthy clients in your local area – city, town, etc. How do you meet wealthy people that could possible become your client, if you’re a financial advisor who moved to a new city or town? Visit their social media, website, etc.,

Clients 52

Clients Financial Advisor Media Consulting 52

The Big Picture

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. Diving deep down this rabbit hole, I pulled some interesting data from the Nieman Media lab at Harvard (via Bruce Melman ). We are what we eat, media diet included.

Media 350

Media Economy Economics Wealth Management 350

Steve Sanduski

NOVEMBER 21, 2023

But effective marketing requires more than blindly following a GPT-generated plan — you have to target, personalize, and differentiate your message to reach your intended audience and turn clicks into clients through both marketing AND sales. ” Identifying ideal client personas. Download a free example.)

Media 59

Media Marketing Marketing Planning 59

Million Dollar Round Table (MDRT)

JANUARY 8, 2023

By Antoinette Tuscano, MDRT Content Specialist Why be like every other financial advisor in your area when you can be unforgettable to clients? Get noticed, boost your referability and build relationships with clients. I was having a problem with clients and prospects frequently canceling Zoom meetings with me.

Clients 79

Clients Media Food Financial Advisor 79

Nerd's Eye View

AUGUST 23, 2022

Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.

Clients 187

Clients Planning Financial Advisor Financial Planning 187

Nerd's Eye View

JULY 14, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while the new social media app Threads, designed to compete with Twitter, has surpassed 100 million users in its first week alone, its potential utility for advisors remains unclear and has raised compliance concerns for advisors (..)

Financial Planner 219

Financial Planner Compliance Media Retirement Planning 219

Indigo Marketing Agency

DECEMBER 15, 2023

So, let’s chat about how value-packed strategy will revolutionize your firm and the way you serve clients! Social Media Mastery for Client Acquisition In today’s digital age, social media is like the go-to hangout spot for snagging new clients. My clients love my newsletters and I have gotten clients from it.

Financial Advisor 52

Financial Advisor Clients Media Retirement Planning 52

Nationwide Financial

SEPTEMBER 27, 2022

Key Takeaways: Social selling is a great way to gain new clients, reach sales goals, and build relationships with existing clients online. Plus, results can be impressive: research shows that 92% of financial advisors who use social media for business say that it has helped them gain new clients. Why social selling?

Media 52

Media Financial Advisor Clients Sales 52

Indigo Marketing Agency

OCTOBER 9, 2023

Join us as we discuss the powerful tool of video to help you gain trust with prospects, stay top-of-mind, educate clients, and display your knowledge and competence about complex financial topics. Best of all, you can use video in every area of your marketing strategy: blog posts, social media, and email.

Clients 52

Clients Financial Advisor Media Education 52

Random Roger's Retirement Planning

SEPTEMBER 30, 2022

The financial news media and to an extent, Twitter are really pounding the table on how terrible the current market event is using words/phrases like crash, record loss of wealth, markets breaking and so on. When the media and the like use sensational language it whips people up by playing on their fear and might even push them to panic sell.

Media 63

Media Asset Allocation Assets Clients 63

Million Dollar Round Table (MDRT)

OCTOBER 1, 2023

By Mike Beirne, MDRT Round the Table editor As there are many types of clients in a range of demographics, there also are a variety of ways to communicate with them. Allocating retirement planning I introduce asset allocation with clients by dividing retirement life into two parts: basic life and high-quality life.

Clients 77

Clients Asset Allocation Retirement Planning Transportation 77