Harness Wealth

JULY 16, 2025

Instead of charging solely for the time spent on compliance, you can now charge for the knowledge, insights, and strategic guidance that AI allows you to deliver more efficiently and effectively. Behavioral traits and attitudes: Does your ideal client value proactive planning over reactive compliance?

Taxes 52

Taxes Clients Compliance Tax Planning 52

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact! Chris Shoup [link] Georgia David E.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Indigo Marketing Agency

DECEMBER 13, 2024

Why Early Action Matters January is an opportune time to attract new clients, as many individuals set financial resolutions for the new year. By implementing these strategies now, you position your firm to be top-of-mind when prospects seek financial guidance. How can optimizing my website improve my client acquisition efforts?

Marketing 52

Marketing Marketing Financial Advisor Compliance 52

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Midstream Marketing

APRIL 14, 2025

By diversifying your online presence, you can reduce reliance on a single platform and reach potential clients actively seeking financial guidance. Introduction In today’s digital world, having a strong online and social media presence is very important for financial advisors.

Financial Advisor 52

Financial Advisor Media Clients Financial Guidance 52

Midstream Marketing

APRIL 21, 2025

For financial advisors who want solutions made for their industry, platforms like FMG Suite or Redtail CRM come with email marketing features just for financial professionals. These platforms usually have tools for compliance, options to segment clients, and ready-to-use templates for financial services.

Financial Advisor 52

Financial Advisor Clients Communication Financial Services 52

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59