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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. Explore effective lead-generation strategies and conversion techniques to expand your client base.
3 Small Ways to See Big Marketing Results Financial advisors often feel overwhelmed by the idea of tackling marketing. What many of them dont realize is that seeing big results doesnt have to mean investing major amounts of time or money. With just 3060 minutes a monthless than 1% of your timeyou can take simple actions that make a HUGE difference in attracting and engaging clients.
@TBPInvictus here Our story so far : California has been raising its minimum wage for the past decade, starting at $8/hour through 2013. Many fast food workers (specifically) got bumped to $20/hour, from $16, in April (the law is very specific about who is eligible for the increase). Over that decade, with its minimum wage rising, California’s fast food industry has bested the rest of the US by leaps and bounds.
Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. While state and Federal regulations clearly outline recordkeeping requirements for areas like financials, advertisements, and trading records, there is a notable gap when it comes to documenting the delivery of services – especially financial planning services – necessary to justify the fees charged for those services.
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI November 2024: Architecture firm billings remain flat Despite the AIA/Deltek Architecture Billings Index (ABI) score dipping slightly below 50 for the month , it remains close enough to that threshold to indicate that the share of firms that reported declining billings was essentially the same as the share that reported increasing billings.
Podcasts Peter Lazaroff talks stock options with Ally Jane Ayers, co-founder of Brooklyn FI and host of The Liquidity Event podcast. (peterlazaroff.com) Christine Benz talks money scripts with Brad Klontz, co-author of "Start Thinking Rich: 21 Harsh Truths to Take You from Broke to Financial Freedom." (morningstar.com) Katie Gatti Tassin talks with Ramit Sethi author of "Money for Couples: No More Stress.
I have been playing a lot this year with ChatGBT, and saved some of my favorites. This is one of them: Chapter 1: The Creation of the Market In the beginning, the Trader created the Market and the Economy. The Market was formless and void, and volatility was upon the face of the indices. The Spirit of Investment hovered over the trading floor. And the Trader said, “Let there be Value,” and there was Value.
I have been playing a lot this year with ChatGBT, and saved some of my favorites. This is one of them: Chapter 1: The Creation of the Market In the beginning, the Trader created the Market and the Economy. The Market was formless and void, and volatility was upon the face of the indices. The Spirit of Investment hovered over the trading floor. And the Trader said, “Let there be Value,” and there was Value.
Welcome everyone! Welcome to the 416th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Fran Toler. Fran is the CEO of Toler Financial Group, an RIA based in Silver Spring, Maryland, that oversees nearly $200 million in assets under management for 280 client households. What's unique about Fran, though, is how she decided to transition from the independent broker-dealer model to a 'supported independence' corporate RIA platform in order to avoid the compliance he
From WardsAuto: December U.S. Light-Vehicle Sales Brighten Lackluster Year; Unusually High Drain on Inventory (pay content). Brief excerpt: Improved affordability is the main thrust to the end-of-year improvement in demand, with higher consumer confidence also likely a contributing factor. But uncertainty over next year could be pulling sales into December, as some consumers could be expecting prices to rise depending on the extent of tariff increases or the possibility that EV credits will be e
Strategic charitable giving not only benefits the recipient but can also create significant tax advantages for the giver. While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financial planning tools that may help you maximize your impact and meet your philanthropic goals.
With the advantage of hindsight, the U.S. can leverage Europe's decade-long experience with crypto ETPs to avoid pitfalls and accelerate crypto adoption.
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the CFP Board announced a series of proposed changes to its certification requirements, including an increase in required Continuing Education (CE) hours for current certificants to 40 hours every two years (up from the current 30 hours) and, for candidates for certification, a tightening of the Experience requirement (so that qualifying experience for the 6,000-hour "Stan
Today, in the Calculated Risk Real Estate Newsletter: Housing Starts Decreased to 1.289 million Annual Rate in November A brief excerpt: Total housing starts in November were below expectations, however, starts in September and October were revised up slightly, combined. The third graph shows the month-to-month comparison for total starts between 2023 (blue) and 2024 (red).
Systematic factor-driven value strategies have underperformed broad market indices (such as the S&P 500) over the past 15+ years. That has led many to question whether intangible assets, such as patents and proprietary software, are properly treated. Current accounting standards, which require companies to expenserather than capitalizetheir outlays on activities that create intangible capital, lead [.
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
When a financial planning firm is hiring a new employee, it naturally wants to find the best candidate to fill the role. However, some firms may unintentionally limit the applicant pool by using a promotion and selection process that doesn't focus on the most important traits or that introduces biases, which can lead to missing out on candidates who might otherwise have been well-suited for the position.
Fed Chair Powell press conference video here or on YouTube here , starting at 2:30 PM ET. FOMC Statement: Recent indicators suggest that economic activity has continued to expand at a solid pace. Since earlier in the year, labor market conditions have generally eased, and the unemployment rate has moved up but remains low. Inflation has made progress toward the Committee's 2 percent objective but remains somewhat elevated.
What’s the right way to spell the plural of Treasury, as in U.S. Treasury bond? Should it be “Treasurys,” following the rule that the members of the Murphy family become Murphys? Or should it follow the normal rules of creating plurals for words that end in the letter y? I panicked when I saw “Treasurys” in The Wall Street Journal.
Technology is transforming the wealth management industrynot just by automating calculations and analysis, but by empowering advisors to connect more deeply with clients.
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
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: You Want That Gift to Arrive Today? This Is What It Takes. Retailers like Amazon, Walmart and Target have figured out that if they get you your online order today, you will probably spend more tomorrow. ( New York Times ) Have we reached peak PreCheck?
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday: At 8:30 AM ET, Personal Income and Outlays for November. The consensus is for a 0.4% increase in personal income, and for a 0.5% increase in personal spending. And for the PCE price index to increase 0.2%, and the Core PCE price index to increase 0.2%. PCE prices are expected to be up 2.5% YoY, and core PCE prices up 2.9% YoY.
Welcome everyone! Welcome to the 416th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Fran Toler. Fran is the CEO of Toler Financial Group, a DBA firm under the RIA Rossby Financial, in Silver Spring, Maryland, that oversees nearly $200 million in assets under management for 280 client households. What's unique about Fran, though, is how she decided to transition from the independent broker-dealer model to a 'supported independence' corporate RIA platform in or
The Van Halen story illustrates that true achievement is not solely rooted in talent but is also a product of relentless dedication, strategic partnerships and an unwavering focus on ones goals.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Also on the site Stuff is stuff: on the challenges of cleaning out a late parent's home. (abnormalreturns.com) Have you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com) Top clicks this week Lessons learned from the young Warren Buffett. (wsj.com) Google ($GOOGL) has never been this cheap relative to the market. (sherwood.news) Want to understand the current market regime?
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. At 8:30 AM, Housing Starts for November. The consensus is for 1.344 million SAAR, up from 1.311 million SAAR. During the day, The AIA's Architecture Billings Index for October (a leading indicator for commercial real estate).
Whats the reality when it comes to recruiting and transitions? An annual perspective for advisors. In nearly 30 years of counseling advisors, weve seen and heard it allespecially when it comes to the sensitive issue of transitions. There is so much information out there and so many varying and often conflicting perspectives that an advisor might rightfully feel paralyzed by indecision, uncertainty, and data overload.
Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
Whether planning for retirement, investing in volatile markets, or managing tax implications, clients are often presented with intricate information that can leave them overwhelmed, confused, and anxious, undermining their ability to make informed decisions. Of all the key roles and responsibilities of a financial advisor, one of the most essential is communicating complex financial concepts into simple terms the average person can understand.
From the NAR: Existing-Home Sales Elevated 4.8% in November; Post Strongest Year-Over-Year Increase Since June 2021 Existing-home sales grew in November, according to the National Association of Realtors. Sales advanced in three major U.S. regions and remained steady in the West. Year-over-year, sales climbed in all four regions. Total existing-home sales completed transactions that include single-family homes, townhomes, condominiums and co-ops improved 4.8% from October to a seasonally adjus
Benjamin Graham, the father of value investing, crafted a disciplined framework for discovering stocks trading below their true worth. Building on Graham’s foundational principles, Validea developed a systematic approach that emphasizes companies with proven financial health rather than those promising speculative returns. The strategy evaluates potential investments through several key lenses: First, companies must demonstrate fundamental strength.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
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