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The Return Of IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

And to meet the growing demand for the required "Ethics & Professional Responsibility" content in particular, we're also excited to announce the return of our IAR Ethics CE on August 29 , 2024! Along with the expanded CE offerings, we've also been reinvesting heavily into making the Kitces platform easier to use.

Ethics 239
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Kitces & Carl Ep 159: When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor

Nerd's Eye View

New financial advisors often start with below-market fees – sometimes to build confidence that prospects will actually pay, other times to attract clients quickly and establish a base. But as the firm grows, so does an advisor's skill set and the demands on their time.

Clients 181
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Mastering Digital Marketing for Financial Advisors

Midstream Marketing

Explore advanced tactics like video marketing and PPC strategies tailored for financial advisors. Introduction Entering the world of digital marketing for financial advisors opens many ways to reach more people, find new clients, and stand out in a competitive field.

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Weekend Reading For Financial Planners (April 8-9)

Nerd's Eye View

Also in industry news this week: FINRA has announced that, on the heels of its first enforcement action under the Reg BI rules, it will be ramping up its examinations of broker-dealers for potential violations (after a long period of relative leniency when firms were still determining how best to comply with the rule) A recent study from Ameriprise (..)

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Top 10 Tips for Financial Advisor Marketing Campaigns

Midstream Marketing

By adopting these campaigns, advisors can achieve better results, connect with their target audience, and grow their business successfully. Introduction In todays challenging market, financial advisors need strong financial advisor marketing strategies. This is why video marketing works well for financial advisors.

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Social Media Marketing for Financial Advisors: A Masterclass

Midstream Marketing

Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. Explore different social media platforms that financial advisors can use, like LinkedIn, Twitter, Instagram, and Facebook. It is helpful for financial advisors.

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#FA Success Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity, With Ari Weisbard

Nerd's Eye View

Welcome back to the 330th episode of the Financial Advisor Success Podcast ! Ari is Managing Partner of Values Added Financial, an independent RIA based in Washington, D.C., My guest on today's podcast is Ari Weisbard. that oversees $143 million in assets under management (AUM) for nearly 75 client households. Read More.