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.

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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 142

Clients Planning Financial Advisor Financial Planning 142

NAIFA Advisor Today

FEBRUARY 21, 2024

Join us on Tuesday, March 5, 2024, from 12:00 pm to 1:00 pm Eastern for a webinar on the evolving needs of aging clients in the financial industry. This session is vital for financial professionals who are navigating the complexities of managing assets for clients facing aging-related challenges.

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eMoney Advisor

DECEMBER 6, 2022

If the next natural disaster comes for your clients, will they be ready? Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Our research shows about 70 percent of advisors offer risk management and insurance planning.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

NAIFA Advisor Today

JANUARY 25, 2023

Limited long-term care insurance can be an option to help during your client's time of need. Register now for this upcoming webinar discussing limited long-term care on Tuesday, February 7 at 2 pm eastern.

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Insurance Clients Planning 97

Indigo Marketing Agency

JANUARY 3, 2022

I’m excited to introduce you to our biggest , most requested webinar of the year: How to Create Your 2022 Marketing Plan (& Grow Your AUM by 25%) ! Register Here After working with thousands of independent financial advisors , we’ve really cracked the code on what works to help advisors get new clients.

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Planning Marketing Marketing Financial Advisor 52

NAIFA Advisor Today

AUGUST 16, 2023

Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025.

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Taxes Estate Planning Clients Planning 52

FMG

JANUARY 2, 2023

Webinars provide a great opportunity for advisors to create high-quality content while promoting their brands and services. And because webinars require no additional overhead costs, once produced and hosted, this particular strategy is incredibly cost-effective. A webinar should not be thought of as a sales process.

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eMoney Advisor

JUNE 6, 2023

Building trust is essential to the foundation of a successful client relationship. In our recent webinar, “Key Insights into Becoming a Trusted Advisor” we discussed how to break down client barriers and expand your value as a financial planner. their experiences, biases, etc.) ” Lusardi, 2019.

Financial Planner 52

Financial Planner Financial Planning Financial Advice Clients 52

AdvicePay

JUNE 28, 2023

Financial institutions that support fee-for-service financial planning enable their financial professionals to engage high-income, low-asset households traditionally turned away under the assets-under-management billing model, establish a recurring revenue stream not tied to stock market volatility, and generate revenue from ongoing planning engagements (..)

Financial Planning 67

Financial Planning Planning Assets Clients 67

eMoney Advisor

NOVEMBER 10, 2022

What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. With 63 percent of Americans making $80,000-plus a year saying they “just haven’t gotten around” to estate planning, there’s plenty of room for improvement in that department.

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Estate Planning Clients Planning Financial Planner 78

NAIFA Advisor Today

APRIL 20, 2023

is here, but what does that mean for your clients' retirement and estate planning? what it means for your clients, and why now is the best time to prepare. SECURE 2.0

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Estate Planning Retirement Clients Planning 92

Nerd's Eye View

FEBRUARY 26, 2024

Cold calls, country club memberships, Chamber of Commerce networking, and referrals (from clients or centers of influence) were staples for growth, and determining how successful those sales-centric efforts were was rather straightforward.

Marketing 181

Marketing Marketing Sales Clients 181

Indigo Marketing Agency

APRIL 5, 2023

Recently, Indigo’s very own Hugo Fernandez was featured in a webinar with Schwab Advisor Services. As CEO of Indigo Marketing Agency and author of The Client Acquisition Blueprint , Hugo has a wide range of knowledge about marketing for financial advisors. If you missed the webinar, be sure to check out Hugo’s top takeaways below!

Engineering 52

Engineering Financial Advisor Clients Financial Planning 52

eMoney Advisor

NOVEMBER 7, 2022

Your clients—and prospective clients—face a myriad of changes in their later years. Navigating the Retirement Transition with “Switches” Because the transition to retirement is dynamic and requires financial, lifestyle, and social choices, clients need a full understanding of their “switches” or options.

Financial Planning 107

Financial Planning Retirement Planning Taxes 107

Nerd's Eye View

NOVEMBER 20, 2023

As marketing and prospecting processes become increasingly digital for financial advisors, many prospective clients learn about advisors and what they offer not from an introductory call, webinar, or speaking event but from the advisor's website itself. As a starting point, a well-built Process page performs 4 critical functions.

Financial Advisor 209

Financial Advisor Clients Communication Consulting 209

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 163

Marketing Marketing Engineering Media 163

Nerd's Eye View

MAY 29, 2023

One of the key decisions is determining the type of clients they want to serve. Some advisors may choose to take a generalist approach that leaves the door open to working with the broadest possible pool of prospective clients. His next step was to systematize his planning process to help him work more efficiently as a solo firm owner.

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Risk Tolerance Financial Advisor Clients Engineering 183

Nerd's Eye View

SEPTEMBER 29, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that RIA custodial platform Altruist announced that it is offering its portfolio accounting software for free to advisors who custody with the firm, offering the opportunity to advisory firms to reduce the costs of their tech stacks (..)

Financial Planner 202

Financial Planner Healthcare Investment Planning Clients 202

NAIFA Advisor Today

MAY 9, 2023

At this Business Performance Center webinar, Alison Susko and Mike Hemmert of NAIFA partner Asset-Map will show you how in 15 minutes or less, you can gather and place the most critical information about your clients' financials into one, easy-to-use and easy-to-share picture.

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Clients Financial Planning Planning Assets 52

Indigo Marketing Agency

AUGUST 11, 2020

Webinars for financial advisors are a great way to secure high conversion rates. So you’ve decided to create a webinar. After doing dozens of webinars myself and creating countless webinars for financial advisors, I’ve come to realize one thing. Your webinar attendance rate is only as strong as the topic you select.

Financial Advisor 52

Financial Advisor Clients Planning Retirement Planning 52

Indigo Marketing Agency

JUNE 16, 2021

Did you know the topic you choose for your webinar is the most important factor determining its success? Do you need webinar topic ideas? You’ve decided that a webinar is just what you need to warm up prospects and convert them into clients. But now the big question is: Which webinar topic do you choose?

Financial Advisor 52

Financial Advisor Compliance Communication Retirement 52

Indigo Marketing Agency

NOVEMBER 23, 2020

Indigo Marketing Agency’s marketing expert Claire Akin and BuddyIns CEO Marc Glickman recently joined forces in a new webinar, Do You Know SEO? During this webinar, Claire and Marc share secrets to SEO success. Register for the webinar here. Claire and Marc discuss: How search engine optimization works. The Presenters.

Financial Advisor 52

Financial Advisor Engineering Clients Media 52

Indigo Marketing Agency

APRIL 26, 2020

The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. How can you market in a crisis to multiply your best clients, grow your business, and help more people? Join this exclusive webinar to learn: 1.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Midstream Marketing

MARCH 21, 2023

That does not mean those programs or services don’t work in general, but it does mean these advisors probably don’t have a comprehensive marketing plan of action to achieve their business growth goals. ” As a result, they have not developed a marketing plan that can get real results. Keep it simple.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Indigo Marketing Agency

AUGUST 11, 2020

Webinar marketing for financial advisors is the key to unlocking high conversion rates. If you’ve spent any time on my website or reading my blogs, you know I really like webinars. It was webinars. The more webinar viewers we could get, the faster the business would grow. Creating those webinars allowed me to: .

Financial Advisor 52

Financial Advisor Clients Sales Risk Analysis 52

Covisum

MAY 19, 2022

Help your clients keep more of their hard-earned retirement dollars by identifying tax traps and opportunities. However, taxes are rarely straightforward, especially taxes on retirement income. That's where you come in. Registered investment advisors can deliver significant value through different tax strategies.

Tax Planning 52

Tax Planning Taxes Retirement Planning 52

MainStreet Financial Planning

SEPTEMBER 7, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 9-19-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for clients, $10 for guests Register Here!

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Planning Financial Planning CFP Medical 98

MainStreet Financial Planning

MARCH 2, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 3-21-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here!

Planning 98

Planning Financial Planning CFP Clients 98

eMoney Advisor

NOVEMBER 17, 2022

As a financial planner, you may also dread conversations about “getting affairs in order” for a client. You never know when you’ll encounter that portion of the population that would rather get a root canal than make an estate plan. At the foundation of these resources is a story of successful estate planning.

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Estate Planning Financial Planner Planning CFP 92

eMoney Advisor

FEBRUARY 22, 2023

Amid the Great Wealth Transfer, with $84 trillion set to be passed between generations in the next two decades 1 , there’s a question you must ask yourself: Are your clients’ adult children prepared to inherit? By staying in tune with your clients, you can proactively meet their needs.

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Estate Planning Planning Education Clients 75

eMoney Advisor

MARCH 21, 2023

Despite the toll on client emotions, times of market volatility give financial professionals a real opportunity to shine. By using your expertise to communicate, educate, and provide perspective, you’ll likely magnify the loyalty of your clients. But it takes a strong plan—and no small amount of willpower—to do this.

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Financial Planning Planning Marketing Marketing 72

Nerd's Eye View

DECEMBER 20, 2022

In this episode, we talk in-depth about how, as Emily progressed in her career from working on 401(k) plans to focusing on financial planning, she faced challenges and eventual burnout while building a successful financial planning offering in a firm that was still primarily focused on 401(k) plans first and foremost and didn’t want to allocate (..)

Financial Advisor 228

Financial Advisor Financial Planning Planning Financial Planner 228

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! A recent webinar of ours (linked below) provides valuable insights, including screenshots showcasing effective email campaigns and blogs. My clients love my newsletters and I have gotten clients from it.

Financial Advisor 52

Financial Advisor Clients Media Retirement Planning 52

Indigo Marketing Agency

FEBRUARY 12, 2020

Are you struggling to figure out who you serve best and the type of clients you want to target with your marketing? This new webinar is the answer to the question I get all the time from advisors, which is: How do I figure out the best niche for my firm? Considering the clients you love serving.

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Marketing Marketing Clients Financial Advisor 52

Don Connelly & Associates

APRIL 15, 2024

For most people, there's little to think about when it comes to making contributions to their 401k plans. But is maxing out 401k contributions really the best retirement savings strategy for your clients? They enjoy reduced current taxes, deferred taxes on account earnings, and, for most, a matching contribution from their employer.

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Education Clients Investing Investments 52

FMG

APRIL 12, 2023

Client communication is easily one of the most crucial elements of a successful business. Being able to efficiently and effectively communicate with clients can be the difference between satisfied customers and scathing reviews. Findings to Be Aware Of Every financial advisor has a different way of communicating with their clients.

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Communication Financial Advisor Clients Financial Planning 52