Yardley Wealth Management

JUNE 25, 2020

The post Why We (Still) Use DFA Funds appeared first on Yardley Wealth Management, LLC. Why We (Still) Use DFA Funds. Recently, a journalist asked me why Yardley Wealth continues to use the mutual funds available through Dimensional Fund Advisors (DFA). While Vanguard is probably familiar to you as the giant mutual fund family known for its low costs and passive indexing approach, DFA is also a low cost fund family that uses passive investing, and emphasizes small cap and value investing based o

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Workable Wealth

JUNE 24, 2020

In your quest for financial wellness, you have probably heard countless times the importance of investing as part of a well-rounded financial plan. While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. . We understand that you want to invest in a way that’s aligned with your goals and values.

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Indigo Marketing Agency

JUNE 21, 2020

While you’re working from home, upload your contact lists to LinkedIn as an easy step to supercharge your marketing. . If you’re looking for an effective way to increase your online following, it doesn’t get any easier than LinkedIn. All you need is an exported contact list from your CRM, email marketing platform, or a spreadsheet of clients and prospects you created yourself.

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Brown Advisory

JUNE 26, 2020

A Structured Approach: ESG and Securitized Bonds. ajackson. Fri, 06/26/2020 - 10:55. Sustainable investing principles are rapidly gaining mainstream traction, but investors have prioritized these principles in some asset classes more than others. The securitized bond sector is an area that has not received much attention from an environmental, social and governance (ESG) perspective; ESG research coverage in this sector is still in the formative stages.

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Accounting

Indigo Marketing Agency

JUNE 21, 2020

While you’re working from home, create a professional email signature as an easy step to supercharge your marketing. . Want to create an eye-catching email signature for free ? HubSpot’s simple online tool lets you generate a professional email signature that’s brand cohesive and includes all your important contact information (a win-win in our book).

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Indigo Marketing Agency

JUNE 21, 2020

Now that you have Calendly set up (if not, read our previous post on setting it up here ), it’s time to add it to your website. We recommend adding it as a floating Schedule a Call button that remains in the bottom right corner of your website at all times. Here’s an example of what we mean: A floating button is beneficial because it allows prospects to quickly schedule a call with you—no matter where they are on your website.

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Indigo Marketing Agency

JUNE 20, 2020

While you’re working from home, take this easy step to supercharge your marketing. . Financial advisors across the country are now working from home due to the coronavirus pandemic. Even if you can’t meet with prospects face-to-face, there are steps you can take to beef up your online presence and attract your ideal clients—without even leaving your couch.

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Indigo Marketing Agency

JUNE 22, 2020

When I think about the future of marketing for financial advisors, I’m excited about two things: webinars and YouTube. Webinars are an incredible solution to get in front of your ideal prospects 24/7 online with an up-front investment of 4 to 8 hours of your time. YouTube for financial advisors is an up-and-coming way to get exposure to millions of people searching for the exact answers you’re offering. .

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Indigo Marketing Agency

JUNE 22, 2020

Bill Cates, The Referral Coach , is one of my mentors and a true expert in our industry. His recent book Radical Relevance is a fantastic read I recommend to all advisors. He and I are huge proponents of embracing niches for financial advisors to help their marketing cut through the noise. You can watch our webinar together on the subject here. Be sure to check out Bill’s brand-new webinar video below, Your Riches Are In Niches.

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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

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