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Bill Keen and Matt Wilson On How a Hyper-Local Niche Built a $1B RIA Organically

Steve Sanduski

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. It’s a title that speaks to his firm’s intentional, comprehensive planning process. To them it’s, ‘We need to understand all this.’

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Financial Advisor Website Showcase: Navis Wealth Advisors

FMG

For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass. Modernize Your Website.

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10 Brilliant Financial Advisor Websites from Osaic That Drive Results

FMG

This is a brilliant way to target next-generation clients with a built-in client retention plan. The homepage also details the offerings that reimagine the traditional financial advice experience from financial planning and design, to ongoing guidance and educational opportunities. Its organized, simple, and clean.

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The 15 Best Financial Advisor Websites

FMG

Why we love it: Despite containing a wide variety of resources and pages, the Financial Freedom website is well organized. This makes the process of learning about and communicating with the firm simple. Check out the site here: Financial Freedom Wealth Management. Peabody Wealth Advisors. Beyond Your Exit.

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The Latest FMG Reviews and Testimonials

FMG

. “FMG has positively impacted my communications with clients and prospects.” ” ~Daniel Farid Yasharel @ Law Wealth Manager. “The FMG marketing portal has greatly streamlined the way we communicate with clients over the last 2 years!” ” ~Brooke Gautreau @ Horizon Financial Group.

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Market Drama

Zoe Financial

Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The Stock Market: The S&P 500 was down 0.7%.

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4 Financial Concerns High-Net-Worth Individuals Face

WiserAdvisor

Financial planning for high-net-worth individuals can be a bit more complicated than the rest. If you want guidance on how to preserve your wealth to ensure you do not run out of money during the latter years of your life, consult with a professional financial advisor who can advise you on the same.