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Weekend Reading For Financial Planners (January 25–26)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)

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Why Don’t Prospects Commit? How “Negative Close” Can Be A Powerful Way To Help Prospects Move Forward

Nerd's Eye View

This sales technique involves asking a "negative" question such as, "Joining with a financial planner can be a really scary jump to make, right?" Advisors can use negative close questions at different points after the presentation meeting. One potential tool to address this challenge is a tactic called the "negative close".

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Values, Purpose, Action: A 3-Part Approach To Establish A “Statement Of Financial Purpose” And Unlock Deeper, More Meaningful Planning Conversations With Clients

Nerd's Eye View

While this shift from numbers-based strategies to a more holistic, values-driven framework has opened the door to deeper, more meaningful conversations, it also presents a challenge for clients who may struggle to define their values or articulate a sense of purpose.

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Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base

Indigo Marketing Agency

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. But thats not even the biggest challenge you face with winning more clients.

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Financial Planning Mistakes You’re Probably Making (And What to Do Instead)

International College of Financial Planning

Fact-check everything: Follow SEBI-registered advisors, reputed financial planners, and research from credible sources. Small, consistent effortslike automating savings, managing debt effectively, and making informed investment choicescan compound into significant financial security.

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Strategies for Lead Generation for Financial Advisors

Midstream Marketing

Infographics that present information in a visual way. You can use specific keywords related to financial advising, such as certified financial planner. This helps you reach potential clients who need financial services. It also makes your financial advisor firm appear in search results.

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Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. But you do have to be present. This job is technical, yes. But it’s also profoundly human. And honestly, most advisors don’t get trained for that. It’s not just a certification. Its a whole new way of thinking.