Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

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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 (..)

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Midstream Marketing

NOVEMBER 26, 2024

Key Highlights Find out why marketing is important for RIAs in the current hard market. Learn smart ways to connect with RIAs, such as content marketing and digital strategies. Understand why following the rules is important in RIA marketing and read the best practices. Good marketing is important for growth.

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Midstream Marketing

JANUARY 19, 2025

Key Highlights Discover the evolution and importance of digital marketing in the financial sector. Learn about essential tools, platforms, and strategies for successful digital marketing. Follow a structured step-by-step guide to launching and measuring the success of your digital marketing strategy.

Financial Advisor 52

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Midstream Marketing

DECEMBER 16, 2024

Key Highlights Attract ideal clients and amplify your firm’s growth with these proven marketing tactics. Discover the secrets of a high-impact marketing strategy, tailored specifically for financial advisors. Learn how data-driven marketing can revolutionize your approach and deliver measurable results.

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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.

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Midstream Marketing

DECEMBER 6, 2024

Key Highlights Learn why having a clear marketing strategy is important for RIAs, especially in hard markets. Understand the key rules and best practices to keep your marketing activities aligned with industry standards. Find answers to common questions about RIA marketing to help you succeed.

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Midstream Marketing

OCTOBER 30, 2024

Introduction In the busy area of financial advisory services, getting new clients is important for success. Old marketing methods still have their place, but referral marketing is a better option for financial advisors today. This way of promoting services is much more effective than ads or any marketing campaign.

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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.

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Nerd's Eye View

MAY 6, 2024

Especially given that NewRetirement has already managed to get some sizable 401(k) providers and recordkeepers to offer the software on a paid basis to their own plan participants … which means NewRetirement is effectively getting paid to market its own advice services (a marketing funnel that pays for itself!?).

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Midstream Marketing

OCTOBER 29, 2024

Key Highlights Millennials can benefit a lot from getting financial advice. Digital marketing is very important for connecting with this tech-savvy group. You should change your marketing approach to meet the specific financial needs and interests of millennials. Show your knowledge about financial services.

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Nerd's Eye View

OCTOBER 19, 2023

Much of the marketing and practice management advice in the financial advisory space comes back to 1 recommendation: Specialize in a niche. After all, in order to be sustainably profitable, a chosen niche must also be accompanied by the client's willingness and ability to pay.

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Midstream Marketing

DECEMBER 10, 2024

We will also explore content marketing to help you stand out in your field. Introduction In todays challenging market, financial advisors need strong financial advisor marketing strategies. By promoting their brand, advisors can run effective marketing campaigns.

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Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively. This helps build trust with potential clients.

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Financial Advisor Marketing Marketing Media 52

Indigo Marketing Agency

MARCH 19, 2025

Best Ad Practices That Work for Marketing Financial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services.

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Indigo Marketing Agency

JULY 13, 2024

Working with a financial advisor marketing provider is a lot like being in a relationship (hear us out!). There are good days and bad days, but overall, your marketing provider should bring consistency and comfort to the pain points in your life. What’s even worse than not having a DIY marketing strategy?

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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 (..)

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Financial Planner Financial Advisor Certification Estate Planning 189

Midstream Marketing

DECEMBER 7, 2024

Get better marketing ROI by using data insights and smooth automation processes. Introduction In todays world, financial advisors need good tools for marketing automation to do well. It also simplifies their marketing efforts, which leads to better results. You can discover both financial and non-financial topics here.

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Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Learn to use social media, content marketing, SEO, and more. Explore several ways to get financial advisor leads. Get advice from experts about good tools and methods for lead generation in financial services.

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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 (..)

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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!

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Indigo Marketing Agency

FEBRUARY 7, 2023

Do your marketing strategies need a second look? Why don’t we treat our marketing strategies the same way?! Two Heads Are Better Than One: Having two different perspectives on a strategy can help you avoid allocating precious dollars on marketing that just doesn’t work. in your marketing.

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Midstream Marketing

NOVEMBER 5, 2024

Introduction In today’s digital world, having a good social media plan is very important for financial advisors who want to succeed. They help build brand awareness, attract potential clients, and share your expertise in financial services. Each platform helps you connect with more people who need financial help.

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Media Financial Advisor Marketing Marketing 52

Validea

JUNE 6, 2025

Relative strength measures how a stock has performed compared to the broader market or its sector over a specific period – typically 6 or 12 months. While Buffett is not known as a momentum investor, many of his holdings are high-quality businesses that naturally become market leaders. Dividend Yield: 1.3%

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Carson Wealth

DECEMBER 16, 2024

We Still Believe in Santa Stocks fell overall last week, with some of the weakness masked by big gains from the communications services and consumer discretionary sectors. Within shelter, its really owners equivalent rent (OER), which is the implied rent homeowners pay, and is based on market rents as opposed to home prices.

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Marketing Marketing Insurance Food 52

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%. We also analyzed the market’s performance yesterday to understand what may lie ahead for the stock indices in the coming days.

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Don Connelly & Associates

NOVEMBER 18, 2024

We know that AI is rapidly transforming industries, and the financial services sector is no exception. Financial advisors are often overwhelmed by managing multiple tasks at once, especially when much of their time is consumed by administrative and back-office duties.

Financial Advisor 52

Financial Advisor Clients Compliance Financial Services 52

Cornerstone Financial Advisory

OCTOBER 9, 2023

Weekly Market Insights: Stocks Rally After Strong Jobs Report Presented by Cornerstone Financial Advisory, LLC A Friday rally overcame a shaky week, sending stocks mostly higher. The MSCI EAFE index, which tracks developed overseas stock markets, fell 2.37%. 4 All About Jobs The labor market remains resilient.

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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.

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Midstream Marketing

NOVEMBER 26, 2024

Key Highlights Learn why marketing to RIAs is vital in todays competitive financial services market. Understand the importance of compliance in marketing for RIAs and explore best practices. Get answers to frequently asked questions about RIA marketing strategies. A solid plan can bring in the right clients.

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Marketing Marketing Compliance Investment Advisor 52

FMG

OCTOBER 28, 2022

Video is one of the most powerful formats for creating effective marketing content for financial service professionals. This marketing power explains why using video on landing pages increases conversions by 86%. . This marketing power explains why using video on landing pages increases conversions by 86%. .

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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 (..)

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Carson Wealth

SEPTEMBER 23, 2024

We will get into all of the ramifications of the Fed’s decision below, but to kick off this week’s market commentary we will discuss why rate cuts can indeed be a bullish development for investors. The Fed’s essentially putting a floor under the labor market. First things first, why are they cutting? The S&P 500 surged 1.7%

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Carson Wealth

FEBRUARY 20, 2024

Welcome to Late February The S&P 500 fell slightly last week, and it’s fair to say the market was due. Big picture: The bull market is alive and well, and we continue to expect higher prices overall in 2024. An upside inflation surprise and a shift in rate-hike expectations contributed to the market’s weakness. last Tuesday.

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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.

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Brown Advisory

AUGUST 19, 2022

CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up. But markets, which climb the proverbial “wall of worry” have posted a meaningful rebound off summer lows. CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up . Read more >.

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Brown Advisory

OCTOBER 11, 2022

CIO Perspectives Podcast: Private markets, slowing global growth and are bonds back? And while we believe private markets continue to be hotbeds of innovation and long-term outperformance, they too face some challenges. Tue, 10/11/2022 - 13:22. Investors have plenty of challenges to focus on as a volatile year enters its final months.

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