Nerd's Eye View

SEPTEMBER 5, 2022

Welcome to the September 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Financial Advisor 167

Financial Advisor Estate Planning Accounting Taxes 167

FMG

JUNE 22, 2022

Advisors use marketing as a way to grow your business and increase clients. Now as a financial advisor, your marketing might look different compared to someone in the insurance field or the grocery game. Brand voice establishes who you are as a financial advisor and allows your audience to identify your brand on all platforms.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

FMG

JULY 25, 2023

5 Essential Lead Generation Tools for Financial Advisors via Advisorpedia Lead generation is key to the growth of your business, and with digital technology tools, generating qualified leads is growing easier and easier. Book a Demo to Find Out More The post Trending This Tuesday – July 25, 2023 appeared first on FMG Suite.

Financial Advisor 52

Financial Advisor Clients Economy Marketing 52

FMG

FEBRUARY 7, 2023

8 Email Personalization Strategies Financial Advisors Can Use To Improve Engagement via Advisorpedia Email marketing is an incredible way to reach your audience, with an ROI of $42 for every $1 spent. Book a Demo to Find Out More The post Trending This Tuesday, February 7, 2023 appeared first on FMG Suite.

Financial Advisor 52

Financial Advisor Media Communication Planning 52

Midstream Marketing

MARCH 8, 2023

We had been using an amazing copywriter, a veteran writer in the financial advisor space for over 20 years. This led to a conversation about ChatGPT and how it can help financial advisors jump-start the content creation process. How can ChatGPT Benefit Advisors? What are ChatGPT’s Limitations for Advisors?

Financial Advisor 52

Financial Advisor Communication Financial Advice Clients 52

FMG

JUNE 13, 2023

The Financial Advisor’s Guide To Writing Blogs That Grab Your Audience’s Attention via Advisorpedia Writing and publishing educational blogs on your firm’s website is an incredible investment. Book a Demo to Find Out More The post Trending This Tuesday – June 13, 2023 appeared first on FMG Suite.

Media 52

Media Financial Advisor Communication Education 52

FMG

MAY 9, 2023

Here are 3 Tips to Get You Started via Three Crowns Marketing As a financial advisor, you need to create content that really connects with your audience, and starting a podcast is a great way to do this. Book a Demo to Find Out More The post Trending This Tuesday – May 9, 2023 appeared first on FMG Suite.

Financial Advisor 52

Financial Advisor Media Clients Engineering 52

FMG

MAY 2, 2023

Here are 3 Tips to Get You Started via Three Crowns Marketing As a financial advisor, you need to create content that really connects with your audience, and starting a podcast is a great way to do this. Book a Demo to Find Out More The post Trending This Tuesday – May 2, 2023 appeared first on FMG Suite.

Financial Advisor 52

Financial Advisor Media Clients Engineering 52

FMG

APRIL 25, 2023

Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44) via LinkedIn Pulse Financial advisors rely on data when it comes to helping their clients, but what happens when it becomes harder for advisors to differentiate themselves from their competitors? Well, struggle no more.

Clients 52

Clients Financial Advisor Communication Financial Planning 52

FMG

APRIL 4, 2023

FMG Unveils AI-Powered Social Media Caption Engine via Financial Advisor Magazine Social media marketing is a great way to connect with current clients while attracting prospects. Book a Demo to Find Out More The post Trending This Tuesday – April 4, 2023 appeared first on FMG Suite. Well, struggle no more.

Media 52

Media Engineering Clients Financial Advisor 52

BlueMind

FEBRUARY 11, 2022

Client onboarding is one long and painfully exhausting process with which every financial advisor around the globe would unanimously agree. Here Comes Digital Documentation It is no wonder financial advisors dread the paperwork. Request a demo to see BlueMind in action. Request a Demo. Category: Technology.

Compliance 52

Compliance Financial Advisor Electronics Clients 52

FMG

SEPTEMBER 20, 2022

How Financial Advisors Can Create Helpful Content — And Win At SEO! Provide education on complex financial topics. Financial Advisor Lead Generation Tips You’ll Want to Try Right Now via Covisum. Book a Demo to Find Out More. via Perfectly Planned Content. Build a foundation for your brand voice.

Financial Advisor 52

Financial Advisor Engineering Education Media 52

FMG

DECEMBER 9, 2022

In this blog post, we’ll look at the importance of a fees page on a financial advisor’s website, the benefits of being open about fees, and a few examples of advisor websites with effective fees pages. Why You Should Include Fees on Your Financial Advisor Website. Here’s why. HF3 Wealth Partners.

Financial Advisor 52

Financial Advisor Wealth Advisor Assets Financial Planning 52

FMG

NOVEMBER 15, 2022

Social Media Content Do’s and Dont’s for Financial Advisors via Twenty Over Ten. Book a Demo to Find Out More. John Becker breaks down each so that you can get the most out of your marketing as we close out the year and head into 2023. Well, struggle no more.

Media 52

Media Financial Advisor Economy Numbers 52

FMG

NOVEMBER 1, 2022

What is PESO and How Can Financial Advisors Use It? Book a Demo to Find Out More. The type of information you should be including. Applying your customer persona to your marketing. We’re breaking down each one, and it can really benefit your business! via Three Crowns Marketing. Well, struggle no more.

Media 52

Media Communication Clients Financial Advisor 52

FMG

AUGUST 23, 2022

What do financial advisors need to consider when adopting an approachable angle? In this post from Twenty Over Ten, Justin Adams outlines what a case study is, along with some examples from other financial advisor websites. Book a Demo to Find Out More. Will being “approachable” make your clients think less of you?

Clients 52

Clients Financial Advisor CFP Planning 52

FMG

JANUARY 17, 2023

10 Financial Advisor Marketing Strategies to Grow Your Business via Twenty Over Ten. Advisors have a lot of competition in the industry, so in order to stand out, there are some things that should be done. Book a Demo to Find Out More. Well, struggle no more.

Media 52

Media Budgeting Financial Advisor Communication 52

Diamond Consultants

NOVEMBER 21, 2023

So, it would make sense that the exploration process, and even the transition itself, will be exclusive to the advisor. The Bird’s Eye Viewer This is the advisor who sees everything from 10,000 feet—unconcerned with the details. For example, nobody loves technology demos, but they are important, nonetheless.

Recruitment 52

Recruitment Management Financial Advisor Consulting 52

FMG

JULY 13, 2022

One of the top questions that we get is, “How can I promote myself as a financial advisor?” Book a Demo to Find Out More. The post 8 Ways to Stand Out on Social Media as a Financial Advisor appeared first on FMG Suite. But with 3.96 billion people on social media , how can you stand out from the crowd?

Media 72

Media Financial Advisor CFP Wealth Management 72

FMG

MAY 9, 2023

15 Marketing Ideas for Financial Advisors Looking to Grow in 2023 via Three Crowns Marketing Are you a financial advisor looking to grow your business? Book a Demo to Find Out More The post Trending This Tuesday – May 9, 2023 appeared first on FMG Suite. Learn more here. Well, struggle no more.

Media 52

Media Financial Advisor Financial Services Clients 52

FMG

NOVEMBER 22, 2022

11 Lead-generation Tools for Financial Advisors to Help Build Your List via Three Crowns Marketing. Content marketing is so important for advisors looking to gain new prospects and connect with existing clients, however, it is often easier said than done. Book a Demo to Find Out More. Engage through social media.

Financial Advisor 72

Financial Advisor Media Clients Consulting 72

FMG

JUNE 27, 2023

Have A Tale To Tell via Financial Advisor Magazine If you’re looking to connect on a more personal level, then story-telling is a great way to do this. Book a Demo to Find Out More The post Trending This Tuesday – June 27, 2023 appeared first on FMG Suite. Read more here. Well, struggle no more.

Media 52

Media Financial Advisor Clients Financial Planning 52

Sara Grillo

APRIL 28, 2023

Cody Garrett, CFP Advice-only planner and financial planning enthusiast, Cody pioneered the concept of delivering planning on a project basis. Founder of Measure Twice Financial and Measure Twice Planners.

CFP 52

CFP Taxes Sales Financial Advisor 52

Steve Sanduski

NOVEMBER 10, 2023

According to the Bureau of Labor Statistics: The lowest earning 10% of advisors max out at about $50,000 of income. The next 40% of advisors top out at about $100,000 (which is the median pay for all personal financial advisors). The next 40% of advisors top out at about $250,000.

Commission 52

Commission Planning Management Clients 52

FMG

MAY 23, 2023

Advisors, Step Away From the Hard Sell With Samantha Russell and Susan Theder (Ep. 415) via ProudMouth When it comes to working with a financial advisor, what is something that clients want? Not only do they want expert advice, but they want to develop a strong relationship with their advisor! Well, struggle no more.

Media 52

Media Clients Financial Advisor Economy 52

FMG

AUGUST 29, 2023

A Content Repurposing Workflow for Financial Advisors via Three Crowns Marketing With nearly 5 billion people on the internet around the world, how can you stand out? Book a Demo to Find Out More The post Trending This Tuesday – August 29, 2023 appeared first on FMG Suite. This is where repurposing comes into play!

Financial Advisor 52

Financial Advisor Media Advertising Planning 52

FMG

JULY 4, 2023

Top Marketing Trends for Financial Advisors in 2023 via Advisorpedia In any industry, if you want to stay ahead of the curve, then it’s important that you’re keeping up with trends. And that goes for financial marketing, as well! You help clients to set financial goals, plan for retirement and much more.

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Financial Advisor Media Clients Retirement 52

FMG

JANUARY 31, 2023

Content Marketing Analytics: 3 Metrics Financial Advisors Should Be Tracking via Three Crowns Marketing In this post, Justine Young expands on the saying, “content is king” and shares that “content and strategy and execution and data analysis are king.” How Often Should Financial Advisors Send Emails? (4

Financial Advisor 52

Financial Advisor Media Communication Clients 52

FMG

SEPTEMBER 6, 2022

How Can Financial Advisors Create and Use Personas? While advisors need to think analytically to help their clients, it doesn’t always work for their marketing strategy. Some of the highlights include: The truth about why 90% of financial advisors suck at marketing (and how to fix it). Well, struggle no more.

Financial Advisor 52

Financial Advisor Media Clients Marketing 52

FMG

AUGUST 16, 2022

Four Marketing Cornerstones for Advisors via Advisor Perspectives. As a financial advisor, building and growing a sustainable business requires developing a strong marketing foundation. Book a Demo to Find Out More. From marketing tips to a social media content strategy and more, this roundup has it all!

Media 72

Media Financial Advisor Clients Financial Planning 72

FMG

JULY 12, 2022

5 Niche Marketing Tips For Financial Advisors (With Tyler Hackenberg) via The Podcast Factory. 9 Financial Advisor Time Management Tips to Boost Productivity via Red Zone Marketing. Book a Demo to Find Out More. We often talk about the importance of choosing a niche to serve and really honing in on that.

Communication 52

Communication Financial Advisor Media Clients 52

FMG

MARCH 14, 2023

10 Best Podcasts for Financial Advisors in 2023 via Three Crowns Marketing Podcasts are such a great way to connect with your audience! Not only do we think it’s a good idea for advisors to start a podcast, but we love listening to them too! Learn more about each in the full article. Well, struggle no more.

Media 52

Media Financial Advisor Advertising Clients 52

Indigo Marketing Agency

OCTOBER 25, 2019

Claire Akin (CA): Thanks so much for joining me for The Marketing Podcast for Financial Advisors. He’s really one of the big players in the industry, one of the most knowledgeable people, and he’s done so much for advisors out there. It’s like Tony Robbins meets business management for financial advisors.

Financial Advisor 52

Financial Advisor Clients Planning Numbers 52

FMG

OCTOBER 25, 2022

From the biggest mistakes that advisors make on social media to image optimization, giving great feedback on content and more, be sure to check out this spook-tacular roundup. . 5 Mistakes Financial Advisors Make On Social Media via Advisorpedia. Book a Demo to Find Out More. Well, struggle no more.

Media 72

Media Financial Advisor Education Clients 72

FMG

MAY 30, 2023

The Financial Advisor’s Guide to Writing Blogs that Grab Your Audience’s Attention via Three Crowns Marketing Consistently writing blogs and publishing them on your firm’s website is one of the best marketing strategies out there. Get the infographic here. Well, struggle no more.

Media 52

Media Financial Advisor Sales Clients 52

FMG

JANUARY 3, 2023

How Orion and Redtail are working toward the future of prospecting and financial advisor marketing. How social media has changed how prospects interact with advisors. Learn all about how advisors can connect with clients in this insightful podcast. Book a Demo to Find Out More. Well, struggle no more.

Media 52

Media Financial Advice Engineering Clients 52

FMG

FEBRUARY 21, 2023

How Financial Advisors Should Use Video: Top Tips To Getting Started via Twenty Over Ten Video is an incredible tool to use in your marketing, as it not only provides useful information but it “humanizes” your brand and allows others to learn more about you and your business. And one of those tools is ChatGPT.

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Media Financial Advisor Economy Accounting 52