Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Midstream Marketing

DECEMBER 26, 2024

Forefield Advisor Marketing is a powerful suite of tools for financial professionals, aimed at enhancing client engagement and driving business growth. This blog post will explore the importance of advisor marketing in todays evolving financial services industry, focusing on strategies for success.

Marketing 52

Marketing Marketing Communication Advertising 52

Trade Brains

JUNE 11, 2025

The shares of the Midcap company, specializing in providing digital payment and financial services, commerce, and cloud services to consumers and merchants in India, declined upto 10 percent after the Finance Ministry denied plans to reintroduce the Merchant Discount Rate (MDR) on UPI transactions. 960.20 per share. 545 Crores.

Communication 52

Communication Financial Services Banking Investment Advisor 52

Nerd's Eye View

DECEMBER 29, 2022

While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care.

Financial Services 224

Financial Services Communication Financial Planning Financial Advisor 224

Nerd's Eye View

DECEMBER 1, 2022

And while these tools are marketed as helping advisors become more efficient, advisors often wonder if technology helps them offer better financial planning or if it simply serves to systematize outreach to more clients with depersonalized and less insightful advice.

Planning 246

Planning Financial Planning Financial Advice Clients 246

Trade Brains

JUNE 18, 2025

Vodafone Idea Vodafone Idea Limited business services provide communication solutions to global and Indian corporations, public sector and government bodies, small and medium enterprises, and start-ups. It offers voice services, broadband services, and content and digital offerings. Additionally, 15.18 Additionally, 15.44

Pharmaceutical 59

Pharmaceutical Financial Services Manufacturing Government 59

Nerd's Eye View

APRIL 20, 2023

In our 110th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how appropriate business attire can build trust and credibility, understanding what appropriate attire looks like, and ways to determine when to wear certain attire.

Clients 246

Clients Financial Services Communication Financial Advisor 246

Nerd's Eye View

AUGUST 15, 2023

Read More.

Fee Only 246

Fee Only Clients Financial Planning Financial Advisor 246

Wealth Management

JULY 2, 2025

One system talks to another—if an API exists, if someone maintains it, if both systems support bidirectional communication. Tony is an industry speaker, consultant, trusted advisor, and active investor that specializes in GTM strategies—with a heavy emphasis on marketing—for financial services firms, RIAs, and FinTech companies.

Wealth Management 173

Wealth Management Estate Planning Planning Clients 173

Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

Consulting 52

Consulting Financial Market Marketing Marketing 52

Nerd's Eye View

OCTOBER 19, 2023

While there is no 'silver (or blue) bullet' for financial advisors looking to serve those who may otherwise lack access to financial services, differentiating themselves by narrowing their focus on a specific area can still be a good first step.

Clients 244

Clients Financial Advisor Financial Advice Financial Services 244

Nerd's Eye View

MAY 6, 2024

WhatsApp ), in a reminder to all advisory firms that all business-related communication must be archived (and reviewed!)

Financial Advisor 218

Financial Advisor Retirement Planning CFP Clients 218

Nerd's Eye View

JANUARY 24, 2023

And be certain to listen to the end, where Jennifer shares how she was surprised at how far she has come in her career and business as though she admits she put in the hard work and dedication, she never realized it would lead to her running a multi-million-revenue practice and doing so as a female business owner, how, after discovering a valued, long-time (..)

Management 246

Management Financial Advisor Planning Retirement 246

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Nerd's Eye View

SEPTEMBER 5, 2023

We also talk about how, after having her son and just finishing her Master's degree in English, Olivia found herself between careers and was recommended by her mother-in-law (who also works in the financial advisor space) to try specializing in financial advisors because she saw the need for Olivia's content marketing expertise in the financial services (..)

Financial Advisor 243

Financial Advisor Marketing Marketing Media 243

FMG

AUGUST 29, 2024

If you’re looking to boost client retention, look at how frequently and effectively you communicate with clients. According to a recent survey by YCharts, three out of four clients have considered switching financial advisors due to infrequent communications. So, we’ve provided a few tips below to help you get strategizing!

Communication 52

Communication Clients Media Financial Services 52

XY Planning Network

JANUARY 15, 2024

I cringe as I write the words “how to fly under the radar,” but unfortunately, we live in a world - and you work in an industry - that doesn’t always allow for smooth, transparent, and easy communication about exits and pivots.

Financial Services 113

Financial Services Communication Planning Fee Only 113

Nerd's Eye View

OCTOBER 11, 2022

In this episode, we talk in-depth about how, while working for a broker-dealer, Libby realized their internal ‘structure for success’ was entirely built around working more to earn more and realized that she would need to build her firm with a different kind of mindset if she wanted to earn more while working less (so that she could have (..)

Financial Advisor 245

Financial Advisor Clients Consulting Financial Services 245

Nerd's Eye View

APRIL 1, 2025

So, whether you're interested in learning about ways to help improve financial communication between members of client couples, the questions that can drive these conversations, or how to incorporate aspects of financial therapy into a practice, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Nick Rodkin.

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Midstream Marketing

NOVEMBER 8, 2024

Get advice from experts about good tools and methods for lead generation in financial services. 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 Clients Financial Services 52

Midstream Marketing

NOVEMBER 26, 2024

Introduction In the busy world of financial services, asset managers and Registered Investment Advisors (RIAs) require solid marketing strategies to succeed. Why Marketing to RIAs is Important In the tough financial services world, RIAs need to focus on attracting and keeping clients. This can boost brand awareness.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

Million Dollar Round Table (MDRT)

MARCH 11, 2025

By Rachael Wing Suet Wong, CFP When I started in the financial services profession, I often struggled and failed. Out of every 10 clients I approached, only one would show interest. I was nervous whenever I met a client because it felt like I had to improvise on the spot.

CFP 78

CFP Planning Clients Financial Services 78

Midstream Marketing

DECEMBER 7, 2024

This helps the right communications reach clients at the right time. Sending the right communications to each client is key to building strong relationships. Conclusion The merge of AdvisorStream and Broadridge is a great chance for better digital marketing automation in financial services.

Compliance 52

Compliance Financial Advisor Clients Communication 52

Midstream Marketing

DECEMBER 16, 2024

Unlock the power of targeted marketing approaches to reach the right audience for your services. Introduction In today’s tough financial services market, having a strong marketing strategy is essential for financial advisers in the financial sector. It is not just a nice extra.

Financial Advising 52

Financial Advising Marketing Marketing Media 52

Million Dollar Round Table (MDRT)

MARCH 4, 2025

They might say He is an insurance agent, even though your role might include wealth management, and you consider yourself a financial advisor. He works for (financial services firm name). If you have done the same job for a long time and helped other friends buy insurance, they may think of you as only an insurance salesperson.

Insurance 81

Insurance Financial Advisor Wealth Management Financial Services 81

Nerd's Eye View

DECEMBER 29, 2022

While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care.

Financial Services 130

Financial Services Communication Financial Planning Financial Advisor 130

Validea

JUNE 6, 2025

Capital One Financial (COF) 12M Relative Strength: 84 P/E Ratio: 16.1 Why Buffett Might Like It: COF’s unique blend of consumer banking and credit card lending, combined with a tech-forward approach, gives it a differentiated place in financial services. Charter Communications (CHTR) 12M Relative Strength: 84 P/E Ratio: 10.9

Portfolio 52

Portfolio Financial Services Valuation Communication 52

Don Connelly & Associates

NOVEMBER 18, 2024

Despite the shortfalls of artificial intelligence (AI) in the financial advisory business in that it cannot replace advisors as relationship builders, there are several ways advisors can embrace AI to achieve higher efficiency and have more time for the human element of the business.

Financial Advisor 52

Financial Advisor Clients Compliance Financial Services 52

Midstream Marketing

JANUARY 19, 2025

Importance for Financial Advisors In the world of financial services, using digital marketing for financial advisors is very important. Regular and honest communication on social media can boost your online presence and help create lasting connections with your audience.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Trade Brains

JUNE 22, 2025

Happiest Minds Technologies Limited is engaged in next-generation IT solutions & services, enabling organisations to capture the business benefits of emerging technologies of cloud computing, social media, mobility solutions, business intelligence, analytics, unified communications, and internet of things. 736 on Friday.

Transportation 77

Transportation Financial Services Communication Investing 77

Nerd's Eye View

JULY 16, 2024

What's unique about Christi, though, is how she evolved her career into providing this type of unique family office service after nearly a decade of working as a more 'traditional' financial advisor, when she realized that she had developed a unique skill set to get very deeply involved in the (many) administrative demands of running complex ultra-high-net-worth (..)

Clients 130

Clients Financial Advisor Financial Planning Consulting 130

Nerd's Eye View

DECEMBER 15, 2022

For the better part of a decade, the financial services industry has anticipated the coming of fee compression, mainly due to the rise of robo-advisors offering low-cost automated wealth management services.

Estate Planning 130

Estate Planning Wealth Management Financial Services Communication 130

Trade Brains

JUNE 10, 2025

In this article, we look at two stocks, both from the Financial Services and Metals & Mining sector, recommended by the Trade Brains Portal to buy for an upside potential of more than 25%. IT stocks, including Oracle Financial Services Software Ltd., points, or 1.67%. points, or 1.09%, closing at 1,731.65.

Financial Services 72

Financial Services Investing Investments Certification 72

Indigo Marketing Agency

JULY 13, 2024

Communication and Responsiveness The number-one complaint we hear from financial advisors about their previous marketing provider is that they could never get in touch. Red Flags Long response times and poor communication. Proactive communication and ongoing strategy updates are key to keeping your marketing goals on track.

Financial Advisor 98

Financial Advisor Marketing Marketing Communication 98

Nerd's Eye View

NOVEMBER 3, 2022

And this can mean developing a fee schedule with so many layers of complexity – to price out the range of all the services offered – that many prospects often end out too confused to understand what the advisor can actually do for them.

Management 130

Management Financial Advisor Clients Financial Services 130

Indigo Marketing Agency

FEBRUARY 7, 2023

How We Can Help Marketing in an ever-changing financial services landscape can be complicated and overwhelming. In order to make the best decisions possible, it is important to work with a team experienced in marketing and the financial services industry.

Planning 98

Planning Marketing Marketing Financial Services 98

Midstream Marketing

DECEMBER 10, 2024

Including video marketing in your plan can improve communication with clients. Using Pay-Per-Click (PPC) Advertising to Target Specific Audiences PPC advertising is a useful tool for financial advisors. You can focus on important keywords that relate to financial services. Basic financial advice doesnt work anymore.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52