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 217

Clients Planning Financial Advisor Financial Planning 217

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. But thats not even the biggest challenge you face with winning more clients.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. The secret?

Clients 52

Clients Planning Education Communication 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. The secret?

Clients 52

Clients Planning Education Communication 52

Indigo Marketing Agency

FEBRUARY 19, 2025

5 Proven Marketing Strategies for Financial Advisors to Boost Client Acquisition In her classic hit song Nothing Can Come Between Us, Sade was right when she sang, Its about trust. Host Educational Webinars Webinars are a powerful way for financial advisors to connect with potential clients and build trust.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

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.

Insurance 97

Insurance Clients Planning 97

Nerd's Eye View

MAY 27, 2024

Next comes the challenge of establishing patterns and processes to onboard and retain clients, getting referrals, hiring and training staff, and doing the ( very rewarding ) work to turn a fledgling firm into a sustainable practice.

Marketing 245

Marketing Marketing Clients Media 245

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 245

Marketing Marketing Sales Clients 245

Nerd's Eye View

FEBRUARY 16, 2024

Which suggests that while advisors might be hesitant to publish their fees on their website before being able to meet face-to-face with prospects, doing so (and linking the fees to the value proposition they offer their ideal clients) could help certain consumers overcome their reluctance and start the process to becoming clients!

Financial Planner 246

Financial Planner Fee Only Compliance CFP 246

Indigo Marketing Agency

MARCH 17, 2025

The question that must be asked: How are you supposed to stand out and attract clients to work with you in a sea of sameness? He wanted to stay top-of-mind with clients and prospects, knowing this would help more people come off the fence and become clients. Thats a dizzying amount of competition! And he wasnt disappointed.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Indigo Marketing Agency

OCTOBER 28, 2024

Indigo Can Help You Send Holiday Greetings to Your Clients The Power of Personal Connection During the Holidays The holiday season is the perfect time to reconnect with clients, show gratitude, and strengthen relationships. This helps you maximize reach, making sure your message touches all corners of your client base.

Clients 52

Clients Wealth Advisor Financial Advisor Wealth Management 52

Nerd's Eye View

JULY 8, 2024

Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.

Ethics 239

Ethics Education Financial Advice Taxes 239

Advisor Perspectives

SEPTEMBER 20, 2023

To widen your audience, deepen client bonds, and carve out a strong market presence, a webinar strategy is your ticket to success.

Clients 69

Clients Marketing Marketing 69

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 246

Financial Advisor Clients Communication Consulting 246

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 246

Financial Planner Healthcare Investment Planning Clients 246

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. When a financial advisor starts their own firm, they face many important choices.

Risk Tolerance 246

Risk Tolerance Financial Advisor Clients Planning 246

Nerd's Eye View

OCTOBER 1, 2024

Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households.

Assets 233

Assets Financial Advisor Insurance Clients 233

eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. After that first year, we went a little more niche and focused on different types of clients.

Education 103

Education Financial Planning Clients Planning 103

Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. And new leads and clients keep coming. Case in point, Kevin Brown.

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

NAIFA Advisor Today

SEPTEMBER 30, 2022

The webinar provided a big picture overview six weeks out from the November midterms and insights into factors that could turn specific races for House and Senate seats as well as state governorships and determine who will make decisions that will impact NAIFA members’ businesses and clients.

Clients 97

Clients 97

Nerd's Eye View

JANUARY 13, 2025

With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees.

Financial Advice 147

Financial Advice Ethics Financial Planning Education 147

AdvicePay

MAY 22, 2024

In our recent webinar, “ Fee-for-Service Financial Planning: Unveiling Trends and Insights for 2024 ,” we dove deep into the future of financial planning, sharing key findings from the report. We are excited to share some of the top questions from the webinar.

Financial Planning 82

Financial Planning Compliance Planning Management 82

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 240

Marketing Marketing Engineering Media 240

Indigo Marketing Agency

MAY 31, 2023

As a financial advisor, finding ideal clients can be a challenging task. However, with the increasing popularity of webinars and courses, it has become easier to connect with potential clients and build credibility. Authenticity Authenticity is key when it comes to webinars and courses.

Clients 52

Clients Financial Advisor Marketing Marketing 52

Wealth Management

JANUARY 20, 2023

Thursday, January 26, 2023 | 2:00 PM ET

Retirement 113

Retirement Clients 113

Indigo Marketing Agency

MAY 10, 2023

Are you curious about webinars? At the recent Jolt Conference , one of my favorite sessions was about finding more ideal clients through webinars and courses. This could be giving them a white paper or inviting them to your webinar. For instance, around the 40-minute mark, people start to trail off on a webinar.

Clients 52

Clients Taxes Numbers Marketing 52

Indigo Marketing Agency

MARCH 5, 2025

Seminars get maximum leads and new client conversion rates. According to DemandSage : The average webinar conversion rate is approximately 56%. A significant 85% of businesses consider webinars essential to their marketing strategy. More than half (51%) of content marketers say webinars provided the best results.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

NAIFA Advisor Today

MAY 12, 2025

As more clients look for impactful retirement planning strategies, understanding how cash balance plans work is more important than ever. With more than two decades of experience in qualified and non-qualified plan strategies, Armando will share valuable insights and practical applications to help you support clients effectively.

Planning 52

Planning Retirement Planning Retirement Tax Planning 52

Indigo Marketing Agency

MAY 15, 2025

SEO Services for Financial Advisors: 5 Ways to Boost Your Online Visibility and Attract More Clients Of course you have a strategy around SEO services for financial advisors right? Here are a few critical actions every smart SEO strategy for financial advisors should include to boost visibility on the SERPs and attract more clients.

Financial Advisor 52

Financial Advisor Clients Media Planning 52

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 246

Education CFP Certification License 246

Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Nerd's Eye View

JULY 4, 2023

Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. My guest on today's podcast is Melissa Joy.

Financial Advisor 246

Financial Advisor CFP Clients Assets 246

Midstream Marketing

DECEMBER 6, 2024

Explore how to reach potential clients by using educational content and CRM systems. It helps them connect with clients and grow their business. You will find tips to improve your online presence, attract more clients, and create successful campaigns. Clients now want financial advice online.

Marketing 52

Marketing Marketing Media Engineering 52

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment. A gap our Kitces Courses aim to fill!

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

Indigo Marketing Agency

DECEMBER 17, 2024

With just 3060 minutes a monthless than 1% of your timeyou can take simple actions that make a HUGE difference in attracting and engaging clients. Create Engaging Content Your content is the voice of your brand, and engaging content builds trust , positions you as an expert, and draws in your ideal clients. The good news?

Marketing 52

Marketing Marketing Financial Advisor Clients 52

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

Nerd's Eye View

JULY 19, 2023

There are other considerations for IARs to be aware of, particularly for those becoming registered as IARs for the first time, changing firms and/or state registrations, or temporarily withdrawing their registration (such as to leave work to raise a family).

Education 49

Education Investments Investing CFP 49