Hubly

JUNE 9, 2023

For financial advisors, email marketing is one of the most effective ways to build an audience. It’s low-effort, low-cost, and it connects you directly with potential clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Conneqtor

OCTOBER 19, 2022

Email marketing is a powerful digital marketing tool for Financial Advisors. Well, because it’s relatively free, doesn’t take much time, and has the best ROI of all the marketing tactics out there.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Advisor Websites

FEBRUARY 24, 2022

As a Financial Advisor, you recognize how important your email marketing list is to expand your business, but are you running out of ideas to continue growing it?

Financial Advisor 52

Financial Advisor Marketing Marketing 52

Advisor Perspectives

JULY 7, 2023

Your web site is an excellent conversion tool to grow your email list. Here’s how to capture leads on your web site using an incentive-based opt-in.

Marketing 119

Marketing Marketing 119

Advisor Websites

SEPTEMBER 14, 2022

Most of today's population relies on email to work, communicate with loved ones, get discount codes on their favourite products, stay up to date on news, and so much more.

Financial Advisor 98

Financial Advisor Communication Marketing Marketing 98

Abnormal Returns

MARCH 5, 2024

Markets Industrials are leading. newsletter.abnormalreturns.com) Mixed media Ian Bogost, "When you do send emails, make sure that you’re expecting no reply. Assume that other people treat email with the same wariness that you do." allstarcharts.com) Congratulations, goldbugs. microcapclub.com) Being fearful is no way to invest.

Financial Advising 263

Financial Advising Media Economy Sales 263

Nerd's Eye View

SEPTEMBER 5, 2023

Olivia is the Founder of Lexicon Advisor Marketing, a virtual outsourced digital marketing company that specializes in working with financial advisors to generate a steady flow of prospects. Welcome back to the 349th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Olivia Luper.

Financial Advisor 180

Financial Advisor Marketing Marketing Media 180

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 197

Financial Planner Certification CFP Financial Advice 197

Mish Talk

NOVEMBER 17, 2022

I hope so, and if you do, please Subscribe to MishTalk Email Alerts. Subscribers get an email alert of each post as they happen. If you have subscribed and do not get email alerts, please check your spam folder. This post originated at MishTalk.Com Please Subscribe! Like these reports?

Retirement 263

Retirement Economy Marketing Marketing 263

Nerd's Eye View

MAY 15, 2023

For instance, a human advisor could prompt ChatGPT to write an email in response to a client who is concerned about the current state of the market and wants to sell all of their equity holdings. Further, beyond producing client emails, advisors may also find ChatGPT useful for summarizing lengthy text (e.g.,

Financial Advisor 239

Financial Advisor Financial Planning Financial Advice Clients 239

Mish Talk

DECEMBER 20, 2022

US housing market is collapsing Corporate earnings are falling Consensus earnings are still too high The US stock market is still insanely overvalued, even on a relative basis to the rest of the world The US pace of tightening is slowing while tightening elsewhere rates to catch up a bit. Please Subscribe to MishTalk Email Alerts.

Banking 191

Banking Economics Government Taxes 191

Mish Talk

DECEMBER 22, 2022

Amazon AMZN Market Cap. billion making it the first company to lose over $1 trillion in market cap. Tesla TSLA Market Cap. Tesla has lost about $727 billion in market cap but it likely will not be next. Facebook META Market Cap. This is an impressive effort by Meta, down $759 billion in market cap from its peak.

Marketing 210

Marketing Marketing Valuation Economics 210

Nerd's Eye View

JANUARY 15, 2024

For clients, more frequent communication can be a source of behavioral coaching and helpful information that can better equip them to stay the course through rocky markets. Although newsletters are made to be sent to many people at once, from a client's perspective, they can be seen as a much more intimate form of communication.

Clients 189

Clients Communication Financial Advisor Wealth Management 189

Mish Talk

NOVEMBER 13, 2022

An ATX notice says " Due to the current market situation, the integration is taking longer than usual." And by the way, due to the third party hack, consider the possibility someone has access your userID, email address, phone number etc. Please Subscribe to MishTalk Email Alerts. Integration Issue or Fraud Issue?

Compliance 263

Compliance Risk Management Accounting Media 263

Mish Talk

NOVEMBER 25, 2022

The pace of decline in new export orders also gathered momentum, with manufacturing weakness being met by a dwindling service sector performance in external markets. Please Subscribe to MishTalk Email Alerts. Subscribers get an email alert of each post as they happen. This post originated at MishTalk.Com. Thanks for Tuning In!

Economy 290

Economy Manufacturing Numbers Sales 290

FMG

MARCH 4, 2024

Email marketing is still one of the most effective ways to reach your clients and prospects. According to Forrester , people are twice as likely to sign up for your email list as they are to interact with you on Facebook. A case study also found that 72 percent of consumers prefer email as their source of business communication.

Financial Advisor 52

Financial Advisor Clients Communication Marketing 52

Mish Talk

DECEMBER 13, 2022

Blockchain Effort Cancelled Australia had a blockchain prototype effort to record stock market settlement but abandoned it. Please Subscribe to MishTalk Email Alerts. Subscribers get an email alert of each post as they happen. If you have subscribed and do not get email alerts, please check your spam folder. What a hoot!

Electronics 189

Electronics Distribution Government Assets 189

Mish Talk

NOVEMBER 8, 2022

it's market cap is now $732 million. I hope so, and if you do, please Subscribe to MishTalk Email Alerts. Subscribers get an email alert of each post as they happen. If you have subscribed and do not get email alerts, please check your spam folder. It was all over in a matter of about 4 hours, rally to bottom.

Valuation 247

Valuation Assets Marketing Marketing 247

Indigo Marketing Agency

APRIL 28, 2023

When I work with advisors to grow their businesses, we always start with assessing their email list. Email is still the bread and butter of marketing. But if you’re not growing your email list, it’s probably shrinking due to a small number of people unsubscribing each month. Who should you add?

Engineering 98

Engineering Retirement Numbers Marketing 98

FMG

JANUARY 5, 2023

According to the YCharts Client Communication Survey , email is the preferred communication channel for the majority of clients, and frequency and style of communication are essential to client retention. So, how often should financial advisors email their clients? The Importance of Sending Frequent Emails. What are my goals?

Financial Advisor 72

Financial Advisor Communication Clients Education 72

Mish Talk

NOVEMBER 9, 2022

Market Still Reeling From Collapse of FTX Yesterday I noted Crypto Crash Is Led by a Whopping 88 Percent Plunge in FTX Here is the chart I posted yesterday. it's market cap is now $732 million. The recent price action in FTX Token left the tokens market capitalization at $1,316,621,461.63. Today's chart will follow.

Valuation 306

Valuation Marketing Marketing Banking 306

Good Financial Cents

JANUARY 8, 2024

has emerged as a versatile tool in the digital marketing landscape, often met with initial skepticism due to its bold claim of being an all-encompassing, free platform. The platform serves a multifaceted purpose, aiming to simplify the digital marketing process. Systeme.io However, as experienced firsthand, Systeme.io

Recruitment 81

Recruitment Sales Management Marketing 81

Abnormal Returns

NOVEMBER 9, 2023

Markets What does the S&P 493 tell us? economist.com) Is this bond bear market worse than the 1970s? newsletter.abnormalreturns.com) Mixed media Tim Harford, "Email is the cockroach of computing." ft.com) Finance Are bank stocks actually cheap? ft.com) How rising interest rates will help hedge fund returns.

Financial Advising 157

Financial Advising Media Economy Economics 157

Mish Talk

NOVEMBER 30, 2022

The Federal Reserve posts a Transcript of Powell's Speech on Inflation and the Labor Market. In the labor market, demand for workers far exceeds the supply of available workers, and nominal wages have been growing at a pace well above what would be consistent with 2 percent inflation over time. So far this is still market bearish.

Marketing 249

Marketing Marketing Retirement Risk Management 249

Mish Talk

DECEMBER 2, 2022

Still others took advantage of a strong stock market and retired early. Stimulus provided incentives to not work and some of those workers are returning to the labor markets now. I hope so, and if you do, please Subscribe to MishTalk Email Alerts. Subscribers get an email alert of each post as they happen.

Manufacturing 327

Manufacturing Retirement Numbers Economics 327

Mish Talk

NOVEMBER 10, 2022

It's highly unlikely the stock market bottom is in. Please Subscribe to MishTalk Email Alerts. Subscribers get an email alert of each post as they happen. If you have subscribed and do not get email alerts, please check your spam folder. So don't think today will have a lasting impact. Thanks for Tuning In!

Marketing 181

Marketing Marketing Food Numbers 181

FMG

MAY 24, 2023

Writing strong email subject lines is critical to every advisor’s email marketing strategy. In fact, according to Convince&Convert, 33% of people open emails based on subject lines alone, making the subject line a deciding factor in the effectiveness of your email.

Communication 52

Communication Financial Advisor Clients Numbers 52

Mish Talk

NOVEMBER 30, 2022

Despite recent market moves, end user energy prices will not revert to the pre-war times on a sustained level. Please Subscribe to MishTalk Email Alerts. Subscribers get an email alert of each post as they happen. If you have subscribed and do not get email alerts, please check your spam folder. Thanks for Tuning In!

Government 217

Government Planning Investing Investments 217

Nerd's Eye View

SEPTEMBER 29, 2023

Also in industry news this week: After experiencing a downturn over the past few quarters, RIA M&A activity ticked higher in the 3rd quarter amid continued interest from sellers and increasing costs for internal succession A recent study shows that housing-related costs are more likely than healthcare spending to cause unexpected spending shocks (..)

Financial Planner 202

Financial Planner Healthcare Investment Planning Clients 202

Nerd's Eye View

FEBRUARY 24, 2023

Also in industry news this week: Why the behavior of some TAMPs and investment advisers might have led the SEC to propose its new (and potentially burdensome) ‘outsourcing rule’ Why independent broker-dealers could become major players in RIA M&A in the coming year From there, we have several articles on advisor marketing: How to craft (..)

Financial Planner 218

Financial Planner Tax Planning Taxes Clients 218

Mish Talk

DECEMBER 18, 2022

If so that would be a decline of 57 percent from the top, quite modest actually for a technology bear market. Support does not also hold and in bear markets tends to break eventually. And in bear markets resistance is most often a kiss of death. And in bear markets resistance is most often a kiss of death.

Sales 176

Sales Assets Marketing Marketing 176

Nerd's Eye View

FEBRUARY 16, 2024

Also in industry news this week: While AUM fees remain ubiquitous among fee-only advisors, recent data show that an increasing number leverage multiple fee models to meet different client needs and preferences While CFP Board has come out firmly in favor of the Department of Labor's proposed Retirement Security Rule, FPA has taken a more cautious approach, (..)

Financial Planner 212

Financial Planner Fee Only Compliance CFP 212

Sara Grillo

JANUARY 26, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I send you one actionable, practical marketing tip a day. I am an irreverent and fun marketing consultant for financial advisors. #1 Delete any bouncing emails that you can’t resolve. Please sign up here !

Financial Advisor 52

Financial Advisor Consulting Management Distribution 52

Meb Faber Research

DECEMBER 9, 2023

Mebisode: Combining the Best Characteristics of the Tortoise and the Hare Date Recorded: 11/8/2023 | Run-Time: 6:38 Summary: In today’s episode, Meb reads a recent email sent to Cambria subscribers comparing the risk and returns of the Cambria Shareholder Yield ETF (SYLD) since inception through the lens of the famous fairy tale, “The Tortoise (..)

Investing 102

Investing Investments Marketing Marketing 102

Nerd's Eye View

APRIL 1, 2024

SmartAsset launches an Advisor Marketing Platform to help advisors buying SmartAsset leads to automate the follow-up and nurture of those leads, from automated calls and text messaging to nurture emails, in an effort to lift lead quality and conversion rate.

Estate Planning 168

Estate Planning Financial Advisor Startup Clients 168

Mish Talk

DECEMBER 22, 2022

Reservation Wages Our measure of reservation wage, or the lowest wage at which the respondent is willing to accept a new job, comes from the following question in the SCE Labor Market Survey: Suppose someone offered you a job today in a line of work that you would consider. I hope so, and if you do, please Subscribe to MishTalk Email Alerts.

Food 130

Food Retirement Taxes Banking 130

Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

Financial Planner 207

Financial Planner Compliance CFP Clients 207