Bell Investment Advisors

APRIL 8, 2022

On March 4, the Oakland Symphony took to the stage of the Paramount Theatre in a moving tribute to the late Bonnie Bonetti-Bell , co-founder of Bell Investment Advisors and patron of the Oakland arts community. She passed away in November 2019. . James F. Bell , Chairman and fellow co-founder, underwrote the performance in memory of his late wife. The performance had been long in the making, as James began talks with the Symphony over a year ago to organize and curate the program.

Investment Advisor 52

Investment Advisor Investing Investments Management 52

Advisor Websites

APRIL 8, 2022

An effective website is something that, when executed properly, can have a significant impact on your marketing initiatives, and the overall success of your practice.

Marketing 52

Marketing Marketing Financial Advisor 52

Norman Marks

APRIL 8, 2022

I was recently interviewed for an article that appeared in BoardRoom Insider on Better Board Presentations. If each issue is as good as this excellent piece, you might want to consider subscribing. I want to thank Ralph Ward for providing me with a copy and permission to share it. The primary point in the issue […].

Compliance 49

Compliance Government 49

The Better Letter

APRIL 8, 2022

I begin with my thanks to those of you who emailed, texted, and DMed last week because TBL didn’t arrive as expected. Nearly all asked some variation of the same question: What’s goin’ on? What was goin’ on was that life happened. I had a lot going on in my day job. Grandchildren were visiting. I also wasn’t feeling well (Moderna #4).

Government 52

Government Compliance Media Marketing 52

Advertisement

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

Clients