Nerd's Eye View

JANUARY 10, 2023

Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Indigo Marketing Agency

JULY 1, 2024

In the modern financial landscape, being a successful financial advisor requires more than just financial expertise; a solid marketing strategy is also essential. There are several key components that contribute to the effectiveness of financial advisor marketing services.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Midstream Marketing

SEPTEMBER 24, 2019

The Top 15 Financial Advisor Website Calculators You Need to Be Aware Of. As someone who has devoted a lot of time to generating predictable leads for independent financial firms over the last decade, I see a lot of people fall into the same basic trap again and again. The Power of Financial Advisor Calculators.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

FMG

JULY 13, 2023

When it comes to your website, the financial advisor landing page is a great way to draw attention to your campaign and draw in a specific audience by creating a highly individualized message for different target markets. Making it important to ensure your financial advisor landing pages follow best practices.

Financial Advisor 52

Financial Advisor Retirement Financial Consultant CFP 52

BlueMind

APRIL 25, 2022

This goes to show how important it is that you as financial advisors need to develop attitudes and strategies that accommodate the female gender. Related: 7 Productive Cold Calling Tips for Financial Advisors. Failure to receive such empathy may result in an unsatisfied female client who abandons their advisor.

Financial Advisor 52

Financial Advisor Clients Communication Wealth Management 52

Steve Sanduski

OCTOBER 1, 2024

Guest: Joe Anderson , the CEO and President of Pure Financial Advisors. In a Nutshell: Building a corporate marketing machine that delivers a consistent stream of high-quality prospects and new clients is pretty much every advisor’s dream. That was the beginning of Pure Financial Advisors.”

Financial Advisor 59

Financial Advisor Marketing Marketing Clients 59

Advisor Perspectives

JANUARY 1, 2023

Switching broker-dealers/RIAs is a monumental decision for financial advisors. This white paper will teach you how to successfully evaluate potential B-D/RIA partners and find the perfect fit for your financial practice by sharing valuable insights and advice from advisors who’ve been through the process of switching firms.

Financial Advisor 52

Financial Advisor Financial Planning Planning Investments 52

Advisor Perspectives

NOVEMBER 29, 2022

Switching broker-dealers/RIAs is a monumental decision for financial advisors. This white paper will teach you how to successfully evaluate potential B-D/RIA partners and find the perfect fit for your financial practice by sharing valuable insights and advice from advisors who’ve been through the process of switching firms.

Financial Advisor 52

Financial Advisor Financial Planning Planning Investments 52

Midstream Marketing

NOVEMBER 26, 2024

It does not matter if you are an experienced financial advisor or new to the job. It could be blogs, articles, white papers, webinars, or even fun social media posts. A CRM system helps financial advisors build better client relationships. The SEC has certain rules for financial advisor marketing.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

Indigo Marketing Agency

OCTOBER 25, 2019

Embracing a Niche As a Financial Advisor. But where should you start developing a niche as a financial advisor? In this episode, we’ll visit with a top-performing specialist advisor, Landon Loveall of KB Financial Advisors. Today we have Landon Loveall with KB Financial Advisors.

Financial Advisor 59

Financial Advisor Marketing Marketing Clients 59

Midstream Marketing

OCTOBER 30, 2024

The Importance of Marketing in Today’s Financial Advisory Sector For financial advisors to succeed in today’s busy market, they need a solid marketing plan. Content marketing: Share helpful tips through blog posts, articles, and white papers. Clients looking for investment advice have many options.

Investment Advisor 52

Investment Advisor Investments Investing Ethics 52

Advisor Perspectives

DECEMBER 12, 2022

After setting aside a stumbling block or two in its white papers, I found it to be the best platform for financial advisors I have ever seen. When I heard that the investment management firm GMO had created a retirement planning tool to mitigate “sequence of returns” risk I looked forward to learning about it.

Management 40

Management Assets Retirement Planning Financial Advisor 40

Steve Sanduski

JANUARY 16, 2024

In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs would fall by the wayside. Should all advisors be rain makers?

Wealth Management 59

Wealth Management Management Clients Financial Services 59

Sara Grillo

FEBRUARY 2, 2024

I wrote this blog in response to a question I got from a financial advisor. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. 1 The first thing is displaying knowledge of local financial systems.

Clients 52

Clients Financial Advisor Media Consulting 52

Indigo Marketing Agency

NOVEMBER 20, 2023

Are you a financial advisor looking to expand your subscriber numbers and cultivate valuable leads with your email marketing? Continue reading for expert advice tailored to the specific needs of financial advisors just like you. Paid Advertising (PPC) for Financial Advisors Create targeted ads on Google and Facebook.

Financial Advisor 52

Financial Advisor Engineering Advertising Compliance 52

Indigo Marketing Agency

MAY 31, 2023

As a financial advisor, finding ideal clients can be a challenging task. In a recent panel discussion at the Jolt Conference , experts shared insights on how financial advisors can use webinars and courses to attract clients. It’s important to know who you are trying to talk to and where they are hanging out.

Clients 52

Clients Financial Advisor Marketing Marketing 52

Midstream Marketing

FEBRUARY 19, 2021

At its core, a Facebook Pixel is a powerful analytics tool that gives you the chance to accurately measure the effectiveness of your Facebook advertising for financial advisors, all by better understanding the actions that people are actually taking on your website.

Advertising 52

Advertising Financial Advisor Clients Retail 52

Walkner Condon Financial Advisors

AUGUST 13, 2022

For the sake of keeping this a blog post vs. an all-out white paper, I decided to pick a few of the common topics that come up frequently in my conversations. FINANCIAL ADVISOR. Mitch DeWitt is one of the co-founders and managing partners of Walkner Condon Financial Advisors. IRAs do not allow this.

Retirement 52

Retirement Taxes Financial Advisor Retirement Planning 52

Midstream Marketing

FEBRUARY 11, 2021

Of course you have – it’s happened to most financial advisors. But first, it’s important to get a better understanding of what a financial advisor Facebook Pixel actually is, and why it’s so important to the ongoing success of your campaign.

Financial Advisor 52

Financial Advisor Advertising Clients Accounting 52

Indigo Marketing Agency

JULY 1, 2024

It needs a personalized, cutting-edge marketing plan, which is where a marketing agency for financial services comes in. At Indigo Marketing Agency, we specialize in creating personalized marketing strategies specific to financial advisors. Here are five of the best reasons to work with such specialized companies.

Financial Services 52

Financial Services Marketing Marketing Media 52

Inside Information

DECEMBER 26, 2023

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. This white paper is an echo of Hurley’s original forecasts. Conclusions?

Wealth Management 40

Wealth Management Clients Management Numbers 40

Midstream Marketing

NOVEMBER 26, 2024

These plans focus on using AI to make personalized experiences and run social media for financial services firms. This guide is for all financial advisors, whether you are experienced or just starting. You can choose various formats, like blog posts, articles, white papers, webinars, or engaging social media posts.

Marketing 52

Marketing Marketing Compliance Investment Advisor 52

Tucker Advisors

SEPTEMBER 27, 2021

The financial advisors who can best inform people about financial risk, and the most effective ways to minimize it, will enjoy a lasting edge over their competitors. . For more information on indexed annuities and an exclusive interview with Tucker Financial’s Darren Petty, click here. References. Sources: 1.

Insurance 52

Insurance Banking Financial Advisor Investments 52

Tucker Advisors

SEPTEMBER 8, 2021

For decades now, the financial industry has presented indexed annuities as products. Some financial advisors used them in ways that did not maximize their advantages for the client. The indexed annuity can play a crucial part in any financial portfolio that seeks a balance of growth and security. Sources: 1.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

Zoe Financial

DECEMBER 12, 2023

We have a new white paper called “Welcome to the Jungle,” written by industry consultant Mark Hurley. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Fairly comprehensive.

Wealth Management 40

Wealth Management Management Consulting Taxes 40

Indigo Marketing Agency

MAY 5, 2020

About Your Presenters: Claire Akin, MBA Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving top independent financial advisors. She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing. I used to be an advisor with LPL Financial.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. It’s estimated that over 80% of widows change their financial advisors after the death of their spouse. And we all know how stressful finances can be.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). I am a CFA® charterholder and financial advisor marketing consultant. Let’s talk about it.

Insurance 59

Insurance Retirement Financial Advisor License 59

The Big Picture

APRIL 21, 2025

This white paper arms financial advisors and planners with insights about how different rebalancing strategies, in combination with bullish or bearish market conditions, can affect portfolio performance and risk. ( From junk bonds to munis to mortgage securities, yields are elevated and prices depressed.

License 147

License Financial Advisor Portfolio Retail 147

Investment Writing

AUGUST 20, 2024

Put like things together Keep like with like, as I keep my sweaters together in one drawer Financial writing that’s well organized is easier to read than writing that hops from one topic to another and then goes back and forth again. How are YOU working to improve your financial writing?

Investments 98

Investments Investing Financial Advisor Education 98

The Big Picture

NOVEMBER 25, 2024

If it’s not appropriate for, for the client, the financial advisor should make that decision. 00:18:17 And so I said, well, I talked to some financial advisors and they said, well, how in the world should we know when to take our clients outta small cap value? That’s the manager’s job.

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Portfolio Management Marketing Marketing 147