Weekend Reading For Financial Planners (November 30–December 1)
Nerd's Eye View
NOVEMBER 29, 2024
Read More.
Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)
Nerd's Eye View
MARCH 3, 2025
Advisor-focused AI meeting note solution Jump has completed a $20 million funding round, which reinforces its status as the emerging market leader in the crowded AI meeting note category – a status that may only increase from here if AI meeting notes, like most established AdvisorTech categories, evolves into a "winner-take-all" market where (..)
Estate Planning 
150
150 Join 36,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Webinars
Protect What Matters: Rethinking Finance Ops In A Digital World
Your Accounting Expertise Will Only Get You So Far: What Really Matters
Trending Sources
Montis Financial: Creating a Raving Fan Experience
Wealth Management
JUNE 25, 2025
In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel
Wealth Management
JUNE 17, 2025
In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. AUM from UBS RBC Attracts Three Advisors Totaling $1.1B The Bahnsen Group Names President, CFO $7.5B
Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA
Wealth Management
JUNE 10, 2025
In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
The Latest In Financial #AdvisorTech (August 2023)
Nerd's Eye View
AUGUST 7, 2023
This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)
Estate Planning 246
246 
The Latest In Financial #AdvisorTech (July 2023)
Nerd's Eye View
JULY 3, 2023
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)
Estate Planning 246
246 
Adviser links: acquiring talent
Abnormal Returns
JANUARY 22, 2024
Podcasts Michael Kitces talks social media with Thomas Kopelman who is the co-founder of AllStreet Wealth. riabiz.com) Vanguard is partnering with estate planning software provider Vanilla. thinkadvisor.com) The biz Schwab's absorption of TD Ameritrade is "about 90% complete."
The New Rules of SEO: How AI Is Changing Visibility for Financial Advisor Websites
FMG
MARCH 6, 2025
AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors. ” whether it’s Google, AI-driven platforms like ChatGPT, or social media channels. What social media platforms do you rely on most for financial information?
Including Pets in Your Estate Plan for Peace of Mind
Yardley Wealth Management
NOVEMBER 19, 2024
The post Including Pets in Your Estate Plan for Peace of Mind appeared first on Yardley Wealth Management, LLC. Including Pets in Your Estate Plan for Peace of Mind As a pet owner, you’ve likely considered your furry friend’s well-being in many aspects of your life. People now treat pets like family.
#FASuccess Ep 436: Hiring A Branding Firm To Figure Out The Best Way To Connect With Your Ideal Clients, With Nicole Gopoian Wirick
Nerd's Eye View
MAY 6, 2025
In this episode, we talk in-depth about how the branding consultant encouraged Nicole to first take a step back and explore big picture questions for what she wanted from her firm (such as what an ideal day would look like for her) rather than just starting with the characteristics of her target clientele, how Nicole (based on the results from this (..)
Clients 130
130 
Guerrilla Marketing for Financial Advisors: Expert Tips
Midstream Marketing
DECEMBER 28, 2024
Platform Example Website Dedicated testimonials page, client success stories Social Media Client testimonial graphics, video snippets of satisfied clients Email Marketing Incorporate client quotes into newsletters and email campaigns Genuine and relatable stories matter a lot. Use social media to share tips about money and finance.
Enhance Your Reach: Content Marketing for Financial Advisors
Midstream Marketing
NOVEMBER 6, 2024
A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively. When you share useful things, like white papers, blog posts, articles, and updates on social media, you can show that you are a thought leader in the financial industry.
Maximizing Growth: Referral Marketing for Financial Advisors
Midstream Marketing
OCTOBER 30, 2024
Use social media and online platforms to promote your referral program. Online Presence: Make sure your website and social media pages show clear details about your referral program. Share Client Testimonials: Show positive client reviews and testimonials on your website and social media. This can help get more referrals.
Kendra Wright on “Finding” Great Copy and Revamping Your Website to Attract More Ideal Clients
Steve Sanduski
DECEMBER 10, 2024
Guest: Kendra Wright, owner of Rebel Media Agency , a marketing company specializing in financial professionals. Prince Charles probably needs a lot more help with estate planning, whereas Ozzy Osbourne probably needs help reeling in his spending. Great copy is found and it comes from the mouths of your clients and prospects.
Clients 52
52 
Financial Advisor Client Education: Improving Financial Literacy for Multigenerational Planning
eMoney Advisor
APRIL 4, 2023
As a financial professional, you are likely aware of what the media is calling the Great Wealth Transfer—where $84 trillion is set to be passed to younger generations over the next two decades. Financial professionals should stress the importance of getting an early start with estate planning.
Education 97
97 
Top 10 Tips for Financial Advisor Marketing Campaigns
Midstream Marketing
DECEMBER 10, 2024
Consistency is key: ensure your branding is uniform across your website, social media, emails, and marketing materials. Social Media Engagement Social media is a powerful tool for advisors to establish an online presence and reach potential clients. Always follow the rules for sharing financial information on social media.
Advisor Spotlight: Bryan Trugman
Indigo Marketing Agency
JUNE 14, 2025
Bryan has developed a strong network of Centers of Influence (COIs), including estate planning attorneys , CPAs, insurance professionals, and business consultants, by leading with trust, not transactions. Real Collaboration. Real Results.
Give your Way-Exploring the many paths to Charitable Giving
MainStreet Financial Planning
MAY 10, 2023
Legacy Giving: This is where you make a charitable donation as part of your estate planning, either by including the charity in your will or naming the charity as a beneficiary of a trust or life insurance policy. Some employers even match employee donations, make sure to check with your employer to make every dollar count.
Nonprofit 98
98 
Bill Keen and Matt Wilson On How a Hyper-Local Niche Built a $1B RIA Organically
Steve Sanduski
APRIL 8, 2025
It’s social media, it’s webinars, it’s ever-presence out there. Do you have an estate plan? Back when I started, you could actually call people. It’s different now. And again, it’s consistency. Staying power has been something that’s been really important for us.
Rethinking Dave Ramsey’s Advice Feat. Charles Barrett from FZ Works & FZ Creative
Yardley Wealth Management
SEPTEMBER 17, 2024
Mike Garry, CFP®: Financial advisor, founder and CEO of Yardley Wealth Management, and estate planning lawyer at Yardley Estate Planning. The Power of Social Media in Financial Conversations Madison notes that social media has amplified the conversation around personal finance. Debt: A Tool or a Trap?
How to Optimize Your LinkedIn Headline
Indigo Marketing Agency
APRIL 28, 2023
Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. We provide a Social Media Optimization Service or a new LinkedIn Webinar ! Should Job Title Be Included? What is the best?
What Do Financial Adviser Designations Mean? What are the Letters after a Name?
Carson Wealth
JULY 12, 2022
Attorneys play a critical role in the financial planning process, particularly in estate planning. In financial services, you might encounter an LLM in tax or estate planning. . Broad Based Financial Planning Designations. LLM – Master of Laws, is a graduate qualification in the field of law.
Financial Advisor Recording Gear List: Creating Pro-Level Videos From Your Desk
Indigo Marketing Agency
JUNE 26, 2025
estate planning for physicians, retirement tips for teachers). Here are a few ideas we recommend to financial advisors: Answer real FAQs your clients ask all the time. Comment on market trends or economic news. Niche-specific advice (e.g., Introduce your process and what new clients can expect.
Tips for financial advisors who want to get bigger clients!
Sara Grillo
MAY 31, 2024
Example: “I want to work with families in Voorhees, NJ, having $2 to 5 MM in assets and a need for advanced estate planning.” Or if you want more… I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc.
Top Insights Driving Financial Planning Strategies in 2025
WiserAdvisor
JUNE 4, 2025
Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning. They have grown up surrounded by the Internet and are aware of basic financial concepts, even if it is through social media or YouTube videos.
Letter of Final Wishes (LFW)
Dear Mr. Market
APRIL 6, 2022
Aside from the legalities of estate planning, this exercise is perhaps the single most loving and considerate document you can create for your family that they will forever be grateful for. A LFW goes beyond your Last Will and Testament and is almost a check list of who, what, where, and how everything should go once you pass.
Seminar Marketing for Financial Advisors
Indigo Marketing Agency
MARCH 5, 2025
Social Media & LinkedIn Outreach Platforms like Meta (Facebook & Instagram) and LinkedIn allow you to target potential attendees based on interests, job titles, and demographics. LinkedIn outreach: Direct messaging and LinkedIn posts help engage professionals interested in financial planning.
How financial advisors can get family offices and high net worth individuals as clients
Sara Grillo
JUNE 7, 2024
Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. Wear a suit and present yourself conservatively.
Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently
eMoney Advisor
FEBRUARY 9, 2023
Stage Four: Leaving a Legacy In the final phase of the financial planning lifecycle, which is also known as the wealth transfer stage, your clients will be preparing to pass on any remaining wealth to their loved ones and/or charities in a tax-efficient way.
Financial Advisor Website Showcase: Navis Wealth Advisors
FMG
JULY 14, 2022
While many firms offer investment and financial planning, we go the extra mile by offering tax planning and advice, as well as business consulting and insurance and estate planning, just to name a few. Social media is integral to the growth of your online presence and overall marketing strategy.
What Should You Do with a Cash Windfall?
Darrow Wealth Management
MAY 3, 2024
And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. For example, estate planning to help ensure you have proper protections in place Incorporating charitable goals These are just a few examples.
What Should You Do with a Cash Windfall?
Darrow Wealth Management
MAY 3, 2024
And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. For example, estate planning to help ensure you have proper protections in place Incorporating charitable goals These are just a few examples.
What does a financial advisor do? (day in the life of a financial advisor)
Sara Grillo
JULY 8, 2022
Yesterday it was early retirement projections for a corporate executive, tomorrow it’s a call with a planner to review a client’s estate plan. We spend about 12 hours reviewing and updating an established client’s plan each year, but I’m only responsible for about 4.5 Check emails, social media to respond: 15 minutes.
How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning. Scan the QR code below to connect with us.
“My client hired another advisor for their business 401(k).”
Sara Grillo
MAY 10, 2024
My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions. Or if you want more… I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc.
Clients 52
52 
How to Become a Financial Planner
International College of Financial Planning
APRIL 20, 2022
Financial planners help people manage their money and plan for their financial future. They advise on investments, taxes, retirement, and estate planning. Developing Your Financial Planning Skills To become a successful financial planner, you must understand financial planning principles and strategies.
Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them
Nerd's Eye View
MARCH 5, 2025
Historically, estate planning centered on tangible documentation – wills, account access, and critical information stored in safes or files, with clear instructions for heirs. As a result, integrating digital assets into estate plans has become a crucial part of an advisor's process.
Estate Planning 150
150 
Establishing Trust Via Content: Strategies for Financial Advisors
Midstream Marketing
APRIL 7, 2025
From crafting engaging blog posts to harnessing the power of social media, learn how to establish a trustworthy online presence. Use different formats like blog posts, videos, infographics, and social media updates to meet different tastes. This includes your website, blog, social media, and email marketing.
How Guest Expert Articles Can Help You Get More Clients
Indigo Marketing Agency
AUGUST 25, 2021
We also got the lawyer to post it on their website, send it out to their email list, and share it on their social media channels. Depending on your niche or client needs, you could bring on any of the following experts: Divorce lawyer Estate planning attorney Mortgage broker Real estate agent Your options are pretty much endless.
Clients 52
52 
12 Steps To Creating A Solid Financial Plan For Yourself
Clever Girl Finance
MARCH 19, 2024
It details your current money situation and financial system, including investing, saving, retirement, and estate planning. So, what is a financial plan, in simple terms? Create an estate plan Estate planning is not something many people like to think about , but it’s essential!
How To Set Up A YouTube Channel For Your Advisory Firm
Indigo Marketing Agency
JUNE 3, 2020
As you can see from the screenshot below, we have an eye-catching cover photo that runs across the top of the page, along with links to our other social media profiles. . There aren’t any navigation links at the top to send you to the firm’s website or other social media profiles. . It doesn’t have a cover photo. . Then click Done.
The Role of Technology in Modern Charitable Giving Strategies
Carson Wealth
MAY 30, 2025
Increase your impact by advocating and joining with others through social media. Social media is also having a significant influence on philanthropy, by fostering community and engagement and enabling donors like you to inspire and motivate others to support your cause. Access information on how your chosen charity is performing.
Nonprofit 52
52 
How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning. Scan the QR code below to connect with us.
Let's personalize your content