Nerd's Eye View

JULY 28, 2023

Also in industry news this week: The SEC released a proposal that would require firms to take steps to eliminate or neutralize conflicts of interest when using predictive data analytics tools with clients A recent study found that financial advisors remain the top source of financial advice for consumers, with social media coming in well behind From (..)

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Financial Planner Financial Advisor Retirement Planning Financial Advice 231

Nerd's Eye View

MAY 15, 2023

But despite this history of technological advances actually benefiting the financial advisory industry, the emergence of powerful Artificial Intelligence (AI) systems, such as ChatGPT, has raised fresh questions about the future of human-provided financial advice.

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Financial Advisor Financial Planning Financial Advice Clients 244

Nerd's Eye View

JULY 14, 2023

Read More.

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Financial Planner Compliance Media Retirement Planning 226

Nerd's Eye View

OCTOBER 6, 2022

When it comes to politically charged discussions, financial advisors generally try to stay neutral and focus on providing clients with objective financial advice. Some clients may be internalizing fears arising from what they see and hear in the media.

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Clients Financial Advisor Financial Advice Financial Planning 198

The Big Picture

SEPTEMBER 16, 2022

Many who had passed – speakers, sponsors, media – were already asking about next year’s event. Amid heat and motorcycles, Ritholtz and Robasciotti kick off new Future Proof ‘festival’ (Financial Planning, September 11, 2022). The post RIP Financial Conferences appeared first on The Big Picture.

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Financial Planning Financial Advice Financial Advisor Food 333

The Big Picture

AUGUST 31, 2022

It Should Be Easy to Get Affordable Financial Advice: Ritholtz. A further discussion of last week’s Tales from the Dark Side. Source: Bloomberg , August 30th, 2022. Previously : Tales from the Dark Side (August 26, 2022). The post Video: Tales from the Dark Side appeared first on The Big Picture.

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Financial Advice Media Investing Investments 164

Advisor Perspectives

NOVEMBER 13, 2023

The quality of financial advice on social media platforms such as Instagram and TikTok is up for debate. But it’s not debatable that many younger investors turn to those platforms for investing advice. They also use those platforms to voice their opinions on specific stocks.

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Financial Advice Media Investing Investments 52

Sara Grillo

DECEMBER 11, 2023

There are a lot of people who consider their fees low but here’s a financial advisor who claims to be charging 60-80% lower fees than the “full-service” wealth management firms who are his competition. What does low fee financial advice actually look like, from the inside? Does he actually do this? Don’t be fooled!

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Financial Advisor Financial Advice Wealth Management Consulting 59

Don Connelly & Associates

OCTOBER 23, 2023

They will be more educated and more ambitious than their generational predecessors, and they will be starving for financial advice.

Financial Advisor 52

Financial Advisor Financial Advice Education Media 52

Nerd's Eye View

FEBRUARY 26, 2024

In the early days of the financial advice industry, an advisor's options for generating new business were somewhat limited.

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Marketing Marketing Sales Clients 195

FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Sara Grillo

SEPTEMBER 18, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. I am an irreverent and fun marketing consultant for financial advisors.

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Financial Advice Financial Advisor Communication Consulting 59

WiserAdvisor

OCTOBER 5, 2023

However, a vast majority of people still place their trust in human financial advisors with whom they can communicate face-to-face and receive pertinent financial advice. Advice via AI-powered robo-advisors AI-powered robo-advisors have become popular tools for managing investments.

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Management Financial Advice Financial Advisor Risk Tolerance 59

Sara Grillo

OCTOBER 10, 2022

According to Veres, the revenue model and the value proposition are the most confusing things for the public when it comes to financial advice. The future of financial advice. Veres believes that the value proposition for a financial advisor has to be something other than, “I can manage your money.”

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Financial Advisor Financial Advice Financial Planning Fee Only 52

eMoney Advisor

MARCH 22, 2023

1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. In fact, the Fidelity Investments 2022 Investor Insights Study found that 63 percent of GenY and Gen Z believe working with an advisor is key to achieving financial success.

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Financial Advice Clients Financial Planning Assets 84

Sara Grillo

DECEMBER 22, 2023

But before we get to the podcast… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Check out this blog I wrote about all the BS financial advisor awards. Don’t be fooled!

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Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Indigo Marketing Agency

AUGUST 23, 2023

Assisting them in increasing net worth as they repay debt can position advisors as allies on their financial journey. Comprehensive Financial Planning Beyond debt, millennials seek comprehensive financial advice. They need help initiating or boosting retirement plans, and saving prudently.

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Financial Advisor Clients Retirement Planning Financial Advice 52

Sara Grillo

JANUARY 8, 2024

As many corporate employees tend to have smaller account sizes, this entire group would be shunned by the typical financial advisor who usually has high account minimums of $1MM or above. By the way, if you happen to be a small investor looking for financial advice, I have a list of advisors who are open to serving such clients.

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Financial Planning Accounting Planning Financial Advisor 64

FMG

FEBRUARY 22, 2023

For that reason, we’ll be taking a look at what marketing tactics financial advisors use, and how it’s worked out for them. Social Media Dustin DeFranco, founder of DeFranco Financial , is a big believer in Facebook and genuine community involvement. 5 Marketing Tactics Bringing Real Results 1.

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Marketing Marketing Financial Advisor Media 52

Don Connelly & Associates

JULY 10, 2023

There's never been a better time to build a financial advisory practice. More people than ever are clamoring for quality, objective financial advice to guide critical life decisions. It's also a very challenging time for newer financial advisors as the competition for quality prospects is fierce.

Financial Advisor 52

Financial Advisor Clients Financial Advice Sales 52

Don Connelly & Associates

JULY 10, 2023

There's never been a better time to build a financial advisory practice. More people than ever are clamoring for quality, objective financial advice to guide critical life decisions. It's also a very challenging time for newer financial advisors as the competition for quality prospects is fierce.

Financial Advisor 52

Financial Advisor Clients Financial Advice Sales 52

Indigo Marketing Agency

JUNE 22, 2023

We have the expertise and experience to optimize your website effectively, so you can focus on what you do best—providing exceptional financial advice. Off-page SEO: Build high-quality backlinks, engage with your audience through social media, and leverage online directories to boost your website’s visibility.

Financial Advisor 52

Financial Advisor Engineering Financial Advice Clients 52

International College of Financial Planning

OCTOBER 17, 2023

With financial planning tools available in real-time, CFP s can assist clients with efficient tax planning strategies throughout the year. This proactive approach helps optimize investments and ensure clients receive the best financial advice possible.

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Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

eMoney Advisor

JUNE 6, 2023

Lack of Trust in Financial Advice Countless Americans rely on financial advisors to plan for the near term and the future, but the financial advisor industry is running into a credibility problem: relatively few American consumers trust it.

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Financial Planner Financial Planning Financial Advice Clients 52

FMG

OCTOBER 6, 2022

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. That’s a lot of financial advice and staff to manage — not to mention a lot of names, anniversaries, and meetings to remember. Social Media Tools.

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Financial Advisor Clients Communication Financial Planning 83

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Gen Y Planning

FEBRUARY 1, 2024

From social media to texts, phone calls, emails, and news alerts—it’s incredible how much information we process regularly. So, when it comes to handling your finances, it’s natural to think that the information you hear repeatedly is the best advice to follow. Every day, you’re inundated with information. I’d love to connect!

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Insurance Financial Advice Accounting Clients 52

Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. She was also named a Top 10 Financial Advisor by Investopedia. She was also named one of Investopedia’s Top 100 Financial Advisors in 2022.

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Financial Advisor CFP Financial Services Education 116

Gen Y Planning

AUGUST 1, 2023

From social media to texts, phone calls, emails, and news alerts—it’s incredible how much information we process regularly. So when it comes to handling your finances, it’s natural to think that the information you hear repeatedly is the best advice to follow. Every day, you’re inundated with information. Well, not quite.

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Insurance Retirement Financial Advice Clients 98

Midstream Marketing

MARCH 8, 2023

ChatGPT won’t ever be able to ask the right questions, nor will the average individual know what information to provide ChatGPT to get the right financial advice. Plus there is a whole host of advice that is not even curated by ChatGPT. The empathy you can provide is required for sound financial advice.

Financial Advisor 52

Financial Advisor Communication Financial Advice Clients 52

Truemind Capital

NOVEMBER 7, 2019

Media-induced- In this digital age, we consume online content at a fast rate and brands are very much aware of this. Through predictive modelling, your social media might and must be full of alternate product suggestions from the brands you previously bought from. How to keep halo out of your investments?

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Harness Wealth

MARCH 5, 2024

About Harness Harness seeks to make bespoke tax & financial advice accessible, intuitive, and valuable through a combination of innovative technology and exceptional advisory firms. Our mission is to help our clients build confidence in the path to their best financial future. Media Contacts Karen Germ karen.g@mktgsavvy.com

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Taxes Clients Communication Financial Advice 52

Sara Grillo

OCTOBER 21, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. Join the Transparency Advisor Movement. For marketing tips in the transparency age….

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Good Financial Cents

AUGUST 11, 2022

The “ DOGEARMY ” is a group of Dogecoin enthusiasts who are very active on social media and often promote the currency. However, Dogecoin has since gained a large following and has become a legitimate cryptocurrency with a market capitalization of over $600 million. Where Can you Buy Dogecoin? Will Dogecoin hit $0.10?

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CFP Financial Advice Media Numbers 59

Sara Grillo

NOVEMBER 13, 2023

If you’re a financial advisor… The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models.

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Clients Financial Advisor Healthcare Insurance 59

Steve Sanduski

MAY 16, 2023

We’re in a bull market for financial advice, but NOT a bull market for financial advisors. The internet, robo-advisors, social media, podcasts, Facebook, Tik-Tok, etc. have dramatically expanded the avenues for people to receive one-to-many financial advice (not saying it’s all great, though).

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Financial Planning Planning Financial Advisor Financial Advice 52

Tucker Advisors

NOVEMBER 11, 2021

According to a new survey from Credit Karma , 56% of Gen Z and Millennials intentionally seek out financial advice online or through social media, and YPulse’s data shows that the internet is one of their top sources for financial advice as well. We all have sources that we trust and do not trust.

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