Nerd's Eye View

MARCH 20, 2023

And by using the website to clearly communicate the information needed to help visitors understand the value the advisor provides as well as the fees charged, advisors can attract prospects who would be ideal clients for their firm!

Communication 229

Communication Planning Financial Planning Fee Only 229

Abnormal Returns

AUGUST 11, 2022

Markets The stock market cares about better or worse, not good or bad. theirrelevantinvestor.com) A notable sign that markets are moving higher. allstarcharts.com) Companies Tomasz Tunguz, "Profitability has surged as the most significant correlate & predictor of a public software company’s value."

Communication 144

Communication Financial Advising Startup Media 144

Nerd's Eye View

OCTOBER 16, 2023

Given that larger firms tend to have more substantial marketing budgets to attract clients, smaller firms and their advisors have had to look for alternative ways to differentiate themselves from the competition. Which helps these firms attract more clients, and continue to thrive amidst competition from larger counterparts! Read More.

Financial Planning 213

Financial Planning Marketing Marketing Financial Advice 213

Indigo Marketing Agency

JANUARY 25, 2022

Monday’s market dip almost put the S&P 500 down over 10%. But as a financial advisor, how should you communicate with your clients about market volatility? Never let a good crisis go to waste—or in this case, a dip in the stock market. Market volatility is a powerful marketing opportunity for two reasons.

Communication 52

Communication Clients Marketing Marketing 52

The Irrelevant Investor

DECEMBER 13, 2023

The stock market is a complicated place. And then they have to communicate with their investo. The post What Moves the Market appeared first on The Irrelevant Investor. Thousands of companies are all trying to grow their earnings while juggling a hundred balls: Motivating employees. Keeping customers happy.

Marketing 108

Marketing Marketing Communication 108

FMG

JULY 12, 2022

When stocks go down, communication from your financial advisor should go up. So, they either don’t say anything or they communicate but don’t want to keep reaching out, since they don’t know how much communication is too much. No one leaves their advisor for communicating too much.

Communication 52

Communication Financial Advisor Clients Marketing 52

Nerd's Eye View

APRIL 26, 2024

Also in industry news this week: The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements (and, potentially, lawsuits regarding their enforcement) between financial planning firms and their advisors The Securities and Exchange Commission issued (..)

Financial Planner 216

Financial Planner Commission Financial Advisor Communication 216

Nerd's Eye View

OCTOBER 10, 2022

Communicating ongoing value to clients and prospects can be a challenge for financial advisors. Although there are many ways to articulate how an advisor can create value for a client, there is no guarantee that any one particular method will resonate with every potential client.

Communication 130

Communication Clients Financial Advisor Financial Planning 130

Wealth Management

JULY 18, 2023

LPL is currently searching for a new CMO, with Heather Carter planning to depart after the firm’s annual advisor conference next month.

Communication 97

Communication Marketing Marketing Planning 97

FMG

OCTOBER 13, 2022

According to Financial Advisor Magazine, poor communication is the number one reason clients leave their financial advisor. And during times of volatility, timely and effective communication is doubly important. Going too quickly can often result in poor quality, which can be almost just as bad as never communicating. .

Communication 52

Communication Financial Advisor Clients Numbers 52

Nerd's Eye View

MARCH 7, 2024

Which begs the question: Is there a missed opportunity for advisors to market themselves as providing value that transcends solving just their clients' functional goal-based needs and that addresses their emotional, social, and even aspirational needs as well? Advisors seeking to market these higher-tier services (e.g.,

Financial Planning 130

Financial Planning Planning Clients Marketing 130

Nerd's Eye View

MARCH 23, 2023

While there is no set rule on how long or short a manifesto used for marketing purposes needs to be, it is generally useful to provide it in a format that can be easily read and distributed. Read More.

Financial Advice 130

Financial Advice Communication Financial Planning Marketing 130

Nerd's Eye View

SEPTEMBER 5, 2023

Olivia is the Founder of Lexicon Advisor Marketing, a virtual outsourced digital marketing company that specializes in working with financial advisors to generate a steady flow of prospects. Welcome back to the 349th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Olivia Luper.

Financial Advisor 180

Financial Advisor Marketing Marketing Media 180

Indigo Marketing Agency

MARCH 12, 2020

Last week, I shared this free template to communicate with your clients about the coronavirus and market volatility. In light of today’s market chaos, I recommend staying in front of your clients to educate them and address their fears. But this week, the roller coaster ride continues.

Communication 52

Communication Clients Marketing Marketing 52

Nerd's Eye View

JANUARY 15, 2024

For clients, more frequent communication can be a source of behavioral coaching and helpful information that can better equip them to stay the course through rocky markets. Although newsletters are made to be sent to many people at once, from a client's perspective, they can be seen as a much more intimate form of communication.

Clients 190

Clients Communication Financial Advisor Wealth Management 190

Trade Brains

APRIL 30, 2024

Ketan Parekh Scam: One of the biggest stock market frauds that became an eye-opening event for not only the equity investors but also for the Securities Exchange Board of India and other regulatory authorities was Ketan Parekh Scam. The stock market has the power to make someone rich and others lose their money in just a matter of seconds.

Marketing 105

Marketing Marketing Banking Management 105

Sara Grillo

MARCH 19, 2024

Listen to this podcast and discover the power of authentic communication in financial advising! How to prioritize client needs and communicate authentically. The post How to stop sounding fake in your marketing – authentic voices win! How to prioritize client needs and communicate authentically.

Financial Advising 52

Financial Advising Communication Marketing Marketing 52

Nerd's Eye View

AUGUST 8, 2022

Good marketing based on using impactful messages for consumers is a foundational element for many types of businesses that allows companies to define and convey their unique value. First, it's important to make the consumer (rather than the firm) the main character in the firm's communications.

Marketing 166

Marketing Marketing Consulting Communication 166

Indigo Marketing Agency

APRIL 2, 2024

Indigo Marketing Agency has announced the release of new tiers to their legacy Total Marketing Package tailored for financial advisors. The release offers a tiered pricing system that gives advisors added scalability and control over their communication and brand. Delve deeper at indigomarketingagency.com.

Marketing 52

Marketing Marketing Financial Advisor Budgeting 52

Nerd's Eye View

FEBRUARY 27, 2024

Dianne is the Managing Partner of Argent Bridge Advisors, a hybrid advisory firm based in Vienna, Virginia, that oversees $500 million in assets under management for 350 client households.

Financial Advisor 130

Financial Advisor Clients Communication Financial Planning 130

MarketWatch

JUNE 22, 2023

JPM to pay a $4 million penalty for allegedly violating rules for broker dealers to preserve all communications for at least three years. The SEC said JPMorgan deleted approximately 47 million communications between Jan. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move.

Electronics 40

Electronics Communication Commission Banking 40

Million Dollar Round Table (MDRT)

AUGUST 6, 2023

That day, I firmly told myself that I must close bigger deals to upgrade my client market. With my clients, I focused on becoming a friend with whom they can deeply communicate. This allows me to communicate with prospects and clients on an equal footing.

Medicine 77

Medicine Marketing Marketing Communication 77

FMG

JANUARY 24, 2024

So why are so few financial advisors marketing to millennials ? The disconnect could be that millennials communicate and conduct business differently than the generation before them, so advisors are unwilling or unable to adapt. Here’s everything you need to know about marketing to millennials.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Abnormal Returns

FEBRUARY 27, 2024

Markets Communications and health care are leading the U.S. market in 2024. biopharmadive.com) Strategy What happens when you invest right before a bear market? capitalspectator.com) A closer look at Europe's answer to the Magnificent Seven stocks, GRANOLA.

Advertising 243

Advertising Financial Advising Communication Economy 243

Abnormal Returns

APRIL 21, 2024

wsj.com) Strategy The market's most important lessons have to be experienced. disciplinefunds.com) The Fed's communication regime is a mess. Rates Allan Sloan, "Don’t fall in love with your money fund." barrons.com) You likely don't need a long-term bond fund. microcapclub.com) No portfolio strategy is perfect.

Financial Advising 245

Financial Advising Taxes Communication Manufacturing 245

Abnormal Returns

APRIL 29, 2024

Markets Crude oil has greatly outperformed natural gas of late. stayathomemacro.substack.com) Earlier on Abnormal Returns Adviser links: communication skills. allstarcharts.com) The age of super-low interest rates is over. wsj.com) Companies A look at the business of Apple ($AAPL) Airpods.

Financial Advising 144

Financial Advising Startup Communication Economy 144

Indigo Marketing Agency

FEBRUARY 23, 2023

We may have a new look, but we are still offering the same great custom content solutions and personalized marketing strategies. Rebranding is a common marketing strategy used by businesses to keep their corporate image relevant and front of mind for consumers. Have you struggled to keep your marketing consistent?

Financial Advisor 97

Financial Advisor Marketing Marketing Financial Advising 97

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. WDAY), Zoom Video Communications, Inc. (ZM)

Marketing 86

Marketing Marketing Economics Taxes 86

Nerd's Eye View

APRIL 30, 2024

What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.

Financial Advisor 191

Financial Advisor Clients Retirement Planning 191

Nerd's Eye View

OCTOBER 2, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

Communication 221

Communication Portfolio Management Clients Tax Planning 221

Zoe Financial

OCTOBER 2, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 2, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! The Stock Market: The S&P 500 was down 0.7%. Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. Payrolls on Friday.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Cornerstone Financial Advisory

APRIL 22, 2024

Weekly Market Insights: Fed And Middle East Conflict Diminish Stocks Presented by Cornerstone Financial Advisory, LLC Stocks fell for a third straight week, as Fed Chair Jerome Powell’s mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. 5 Source: YCharts.com, April 20, 2024. TSLA), Visa Inc. (V),

Marketing 52

Marketing Marketing Taxes Economics 52

Brown Advisory

MAY 20, 2020

Our Communications to Clients Regarding the COVID-19 Outbreak ajackson Wed, 05/20/2020 - 09:19 In the face of the rapidly evolving COVID-19 outbreak and its impact on financial markets, Brown Advisory’s top priorities are the well-being of our clients, colleagues and communities, and the uninterrupted delivery of performance, advice and service to (..)

Communication 52

Communication Clients Financial Market Planning 52

Brown Advisory

MAY 20, 2020

Our Communications to Clients Regarding the COVID-19 Outbreak. In the face of the rapidly evolving COVID-19 outbreak and its impact on financial markets, Brown Advisory’s top priorities are the well-being of our clients, colleagues and communities, and the uninterrupted delivery of performance, advice and service to our clients.

Communication 52

Communication Clients Financial Market Planning 52

The Big Picture

AUGUST 15, 2022

My back-to-work morning train WFH reads: • When is a Bear Market Over? Like many things in the market, there aren’t any hard and fast rules for this kind of thing, especially in real-time. If you’re not that smart but can communicate ideas clearly, you have a great advantage over everybody who can’t communicate clearly.

Communication 285

Communication Startup Management Economics 285

The Big Picture

APRIL 5, 2023

But if you want to see exactly what their weight looks like on markets over that decade-plus era, check out the Statista video above. Markets are strongest when they are broad and weakest when they narrow to a handful of blue-chip names. ytd based on their collective market cap. drop in Energy and a 9.4%

Communication 278

Communication Marketing Marketing 278

Nerd's Eye View

DECEMBER 27, 2023

These responsibilities also extend to the use of any technology used in the process of giving advice: A recommendation made with the aid of technology still needs to be in the client's best interests, while the technology also needs to carry out any function as it's described in the advisor's marketing materials and client communications.

Financial Advice 190

Financial Advice Communication Compliance Clients 190