Nerd's Eye View

APRIL 30, 2024

Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households.

Financial Advisor 246

Financial Advisor Clients Retirement Planning 246

Nerd's Eye View

MAY 5, 2023

Also in industry news this week: Legislation working its way through Congress would allow for electronic delivery of documents to clients of advisors and other financial services firms by default, though it has been met with some opposition While RIAs have outpaced wirehouses in terms of client asset growth and headcount, industry consolidation has (..)

Financial Planner 246

Financial Planner Financial Services Electronics Compliance 246

Million Dollar Round Table (MDRT)

JULY 7, 2022

By Bryce Sanders Often, the first step to converting a suspect into a prospect and then into a client is to schedule a face-to-face meeting. Inviting prospects to a seminar is a good strategy to meet halfway. Let’s look at 10 ways you can increase the chances your invitees will attend your seminar.

Clients 76

Clients Marketing Marketing 76

Nerd's Eye View

SEPTEMBER 6, 2022

Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Don Connelly & Associates

FEBRUARY 3, 2025

A significant challenge for financial advisors is translating complex financial concepts into terms clients can easily digest. For many, presentations serve as an effective medium for closing the gap between what advisors know and what clients can understand.

Financial Advisor 52

Financial Advisor Clients Education Communication 52

Sara Grillo

NOVEMBER 11, 2024

It’s been difficult to leverage existing clients. I’ve been doing dinners, lunches and seminars for clients and encouraging them to bring people they know along and they can learn for free. If you could be the conduit, be the person the writers come to for these answers, it takes away the cudgel of stiff-faced dinner seminars.

Clients 59

Clients Marketing Marketing Financial Advisor 59

Nerd's Eye View

SEPTEMBER 10, 2024

John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households.

Financial Advisor 130

Financial Advisor Clients Fee Only Government 130

Prosperity Coaching

APRIL 26, 2022

Seminar Marketing Tips for Financial Advisors: A Seminar or Webinar can be a great tool not only for sharing your expertise as a financial advisor but also for building credibility and securing potential clients; however, a Seminar won’t do you any good if no one attends. So, you’ll need to […].

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Million Dollar Round Table (MDRT)

SEPTEMBER 24, 2023

Levasseur The most important aspect of a successful financial services business is identifying, nurturing and processing prospects into new clients. We have one full-time marketing director who also manages our client relationship programs, and a part-time staff member who enters data and sets follow-ups.

Clients 103

Clients Budgeting Financial Services Education 103

Million Dollar Round Table (MDRT)

JULY 10, 2022

One of the reasons good clients don’t give referrals is they don’t know what we’re looking for. I started networking myself by telling 10 to 20 of my best clients exactly what kind of prospect I was looking for from their personal networks. Before prospecting, identify what your ideal client looks like in detail.

Tax Planning 94

Tax Planning Clients Communication Education 94

Nerd's Eye View

DECEMBER 20, 2022

We also talk about how, in the very early stages of her career and immediately after finishing an internship for an insurance agency, Emily realized that even though the agency was already creating flyers and literature promoting her as a “financial advisor”, she was too young and inexperienced to truly take on that role, and decided to (..)

Financial Advisor 246

Financial Advisor Financial Planning Planning Financial Planner 246

FMG

SEPTEMBER 16, 2022

While presentations and town hall meetings still have their place in today’s event landscape there are better ways to host memorable client events. First, let’s talk about some of the benefits of hosting a client event , and then we will cover some creative ways to get your clients and their families involved. Social Events.

Clients 108

Clients Food Education Retirement Planning 108

Nationwide Financial

SEPTEMBER 27, 2022

Many Hispanic clients are seeking help around maximizing Social Security benefits. While Hispanic Americans share many of the same financial goals and concerns as all Americans, there are some key distinctions that financial professionals can focus on to help their Hispanic clients build greater financial confidence and security.

Clients 98

Clients Retirement Planning Retirement Planning 98

Advisor Perspectives

FEBRUARY 6, 2024

As advisors are striving for that truly personal touch with their clients (and how much more personal can you get than eye-to-eye), there is increased interest in more in-person prospecting events.

Clients 119

Clients 119

Midstream Marketing

DECEMBER 28, 2024

Introduction In todays challenging financial world, financial advisors must use smart marketing strategies to stand out and attract clients. This way, they can build better connections with potential clients. This means you need to create a message that connects with your ideal client. It is not about sending out many messages.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Sara Grillo

MARCH 8, 2024

Question from a subscriber: “ I’ve been giving seminars the local library. ” Here are some seminar marketing tips for financial advisors who want to get new clients and develop relationships with their community. Weave your pitch into the seminar in a natural way through stories. Thanks for reading.

Financial Advisor 52

Financial Advisor Budgeting Clients Media 52

Nerd's Eye View

DECEMBER 13, 2022

Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households.

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Million Dollar Round Table (MDRT)

APRIL 30, 2023

By Bryce Sanders Financial advisors need new clients. Many agents and advisors announce they only add new clients through referrals. You cannot call clients and insist they send you referrals. When I was a financial advisor, I sat next to another advisor who called a client and said, “You haven’t sent me any referrals lately.”

Financial Advisor 104

Financial Advisor Clients Retirement Planning Communication 104

Midstream Marketing

NOVEMBER 12, 2024

By keeping them in your car, you can seamlessly share your contact information with potential clients or partners that you meet at networking events. Look into digital marketing steps like boosting your website and email marketing to get new clients. This will help you connect better with potential clients.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

FMG

JUNE 13, 2025

From summer BBQs to memorable Pi Day pizza parties, these are the types of events that leave lasting impressions and help you connect with clients and prospects on a deeper level. These events give clients a natural reason to bring friends and family members, creating warm introductions in a relaxed setting.

Education 52

Education Food Clients Retirement 52

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. Starting Out clients are typically focused on beginning to build wealth.

Financial Planning 95

Financial Planning Clients Planning Education 95

Carson Wealth

JANUARY 22, 2025

As we wrap up 2024, were filled with gratitude for our clients, colleagues, and community who make our work so rewarding. This past quarter has been nothing short of eventful, from client appreciation events to personal milestones and planning for an exciting year ahead.

Wealth Advisor 52

Wealth Advisor Certification Financial Advising Clients 52

Advisor Perspectives

JUNE 15, 2023

Seminars and workshops are a costly and exhausting way to acquire high-net-worth clients.

Clients 40

Clients 40

Million Dollar Round Table (MDRT)

JUNE 18, 2023

Often, they’ve already spent a lot of money on advertising, local sponsorships, expensive dinner seminars, training from top advisors and so forth — all with poor results. One of Robert’s challenges was that nothing about him made him special to prospects or clients. He wanted to keep growing but nothing seemed to be working.

Financial Planner 97

Financial Planner License Advertising CFP 97

Million Dollar Round Table (MDRT)

MAY 9, 2023

By Michael DePilla, MDRT in-language content strategist Try out these ideas from MDRT members around the world to keep your pipeline of clients flowing. Prospecting tool I use a service called Copilot AI for automated digital prospecting through LinkedIn. Meredith Gail Langus, FSCP, LUTCF , White Plains, New York, USA, 11-year MDRT member

Clients 98

Clients Sales Marketing Marketing 98

MazumaBusinessAccounting

JUNE 29, 2020

There are four things to plan for before you take your trip: Conventions or seminars – Take a look at the calendar and see if there is a convention or seminar. Clients or customers – Try to set up a time to meet with clients or customers. 1 Seminar Day = Business Day. Business Activities.

Planning 75

Planning Accounting Clients 75

Steve Sanduski

APRIL 8, 2025

Maintaining a consistent client experience while growing. Transitioning clients between advisors and managing referrals who come to the firm expecting to work with the boss. Seminars don’t work. The questioning is a client experience. Why engineers aren’t as difficult to work with as some advisors might think.

Communication 52

Communication Engineering Financial Planning Clients 52

NAIFA Advisor Today

FEBRUARY 7, 2024

With over 30 years of experience in the financial services industry, he has helped thousands of financial professionals grow and achieve success by providing them with contemporary skills well-suited to the demands of today's clients. He is a sought-after presenter, recognized as a top industry speaker.

Financial Services 52

Financial Services Clients 52

MazumaBusinessAccounting

JUNE 30, 2021

A great example of getting creative in maximizing your tax benefits comes from a client I work with who wrote off her houseboat at Lake Powell. She came up with a promotional idea of taking a handful of her clients down to Lake Powell each year for an exclusive photo shoot. Overall, it’s a win-win! Business Meals.

Taxes 98

Taxes Insurance Education Retirement 98

BlueMind

JANUARY 31, 2022

Once you have stepped into the field as a financial advisor, the biggest challenge you will come to face as a new player is building your client list from scratch. Read on to find out more about LinkedIn and how you can capitalize on it to generate clients for your financial services. Category: Business Growth.

Financial Advisor 52

Financial Advisor Clients Communication Accounting 52

MazumaBusinessAccounting

APRIL 18, 2023

Common Business Activities That Require Travel Common business activities that you should consider on your trip include: Attending a convention or seminar: Take a look at the calendar and see if there is a convention or seminar that would be beneficial for you to attend in an area where you can also enjoy some needed rest and relaxation.

Taxes 52

Taxes Accounting Transportation Planning 52

Don Connelly & Associates

OCTOBER 2, 2023

A survey by YCharts in December 2019 found that clients didn’t feel engaged and wanted more personalized communications. That’s a direct threat to the strength of the advisor-client relationship. The post How to Bring Back Face-to-Face Meetings with Clients appeared first on Don Connelly & Associates.

Clients 52

Clients Communication Financial Planning Planning 52

Indigo Marketing Agency

AUGUST 24, 2020

6,000 per event for dinner seminars. You can spend less money and still reach your ideal client. Dinner Seminars. A lot of advisors used to use seminars back in the day to get clients and it worked. It was a very effective way to convert prospects into clients. But now seminars are expensive.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Midstream Marketing

MAY 5, 2025

Key Highlights Financial advisors can transform web traffic into clients using targeted landing pages and structured sales funnels. A good landing page with clear goals can grab the attention of potential clients and encourage them to act. Success in financial services relies on knowing client behavior and providing tailored solutions.

Financial Advisor 52

Financial Advisor Sales Clients Consulting 52

Indigo Marketing Agency

DECEMBER 18, 2019

Not only are they busy running their business and serving their clients, marketing may not be their expertise or interest. Twenty Over Ten has a free 14-day trial for new clients. . Best For: Advisors who want to clarify their marketing message and attract ideal clients through increased referrals and word of mouth. White Glove.

Financial Advisor 52

Financial Advisor Marketing Marketing Compliance 52

Indigo Marketing Agency

MARCH 21, 2020

Many advisors today are struggling to connect with new clients in person. Seminars and networking are out, yet investors have an unprecedented urgency to protect their wealth. That makes it the perfect time to invest in helping people find you online through search engine optimization (SEO).

Investing 52

Investing Investments Engineering Clients 52

Midstream Marketing

AUGUST 13, 2024

It helps them find ideal clients, build trust, and grow their business. You will learn how to create a value proposition, make engaging content, and build a strong online presence to attract potential clients. Introduction In financial services, finding the right clients requires a smart marketing plan.

Financial Market 52

Financial Market Planning Marketing Marketing 52