Ethics Events Financial Advice 
Nerd's Eye View
JANUARY 13, 2025
Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees. In reality, though, the robos struggled to gain traction, and the human financial advice business just continues to grow.
Midstream Marketing
OCTOBER 30, 2024
Key Highlights The financial advice world is changing. RIAs must understand and follow SEC marketing rules to meet their ethical and legal needs. They need to put in more effort to attract prospective clients looking for financial advice. Community involvement: Support local events and connect with your community.
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Nerd's Eye View
JUNE 30, 2025
As we enter midyear, registration is now open for our annual IAR Ethics CE Day taking place on Thursday, August 28th. And yes, our IAR CE Intensives will still cross-apply CE credit for all other eligible CE types, including CFP, CPA, all the designations from IWI, College for Financial Planning, the American College, and more!
WiserAdvisor
JUNE 4, 2025
Inclusion of digital solutions in financial advising Clients expect convenience in todays times. They want their financial life to be as streamlined as possible. Just like booking a taxi on your phone, one also expects to receive financial advice, invest, and liquidate their assets, while on the go.
Midstream Marketing
NOVEMBER 6, 2024
By making helpful and interesting content often, you show that you are a reliable choice for financial advice. This approach can draw in new clients who are looking for guidance in today’s complicated financial world. Trust is very important in the financial services industry. This helps you stand out from others.
Midstream Marketing
NOVEMBER 5, 2024
The Power of Video Content in Financial Advice Video content is a powerful tool for connecting with your audience on social media. You can discover the events or webinars they want to join, or you can make your content more fun. When you answer common questions from your clients, you show that you care about what they need.
Midstream Marketing
DECEMBER 10, 2024
Another way is to collect business cards at events. A great way for financial advisors to build strong relationships and get referrals is by knowing their community and networking. Think about joining local events, supporting charity projects, or joining business groups. Basic financial advice doesnt work anymore.
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