Remove Engineering Remove Estate Planning Remove Fee Only
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How to Optimize Your LinkedIn Headline

Indigo Marketing Agency

Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Examples of Effective LinkedIn Headlines for Advisors: Fee-only Financial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc.

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ChatGPT for Financial Advisors: 5 Ways to Get Found on All the AI Tools

Indigo Marketing Agency

ChatGPT for Financial Advisors: 5 Ways to Get Found on All the AI Tools Could ChatGPT for financial advisors be the new search engine frontier? They want answers to queries like: “Top fee-only advisors for doctors in NYC” “Best financial planners for retirement in Seattle” “Who can help with estate planning near me?”

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Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Sara Grillo

Well, that’s too, with the engineers and attorneys. RICK FERRI, CFA: A lot of engineers, a lot of positions, business owners, and they were just more in-tuned with what was going on if you want… Yeah. SARA GRILLO, CFA: The financial advisors can’t stand clients like that. That’s how you get paid.

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Transcript: Jonathan Clements

The Big Picture

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. My audio engineer is John Wasserman. I’m curious as to what you witnessed.

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