Nerd's Eye View

SEPTEMBER 5, 2023

What's unique about Olivia, though, is how she started out as a ghostwriter creating content for financial advisors and their blogs, but saw first-hand that great content alone doesn't generate prospects if there isn't more of a marketing system around it… so she expanded her firm to begin offering a full suite of outsourced marketing services (..)

Financial Advisor 180

Financial Advisor Marketing Marketing Media 180

Nerd's Eye View

AUGUST 22, 2023

What's unique about Cary, though, is how she navigated selling her practice to United Capital and after several years of establishing herself in a leadership role, she then had to navigate the sale of United Capital itself to Goldman Sachs, and the complexities and challenges that followed as she found herself in a very different kind of culture that (..)

Financial Advisor 180

Financial Advisor Media Sales Clients 180

Abnormal Returns

APRIL 23, 2023

axios.com) Apple ($AAPL) is being very deliberate in its approach to financial services. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Free streaming services are getting a lot of play out of decades old shows.

Financial Advising 130

Financial Advising Financial Services Manufacturing Economics 130

Abnormal Returns

FEBRUARY 13, 2023

wsj.com) Apple ($AAPL) has been slow rolling out new financial services. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media What can artists do to protect their work from AI? (axios.com) SpaceX is Musk at his best. drorpoleg.com)

Financial Advising 130

Financial Advising Financial Services Economy Media 130

AdvisorPR

OCTOBER 28, 2020

When breaking news stories impact nearly everyone, like a market downturn, it’s a significant opportunity to offer your expertise to local media. Media outlets often pair calendar-based events and topics with related news stories. These are prime opportunities to secure media interviews. Localize National News.

Media 52

Media Financial Advisor Education Taxes 52

MarketWatch

JUNE 2, 2023

JPM on Friday has confirmed statements on social media that some customers are seeing duplicate transactions and fees on their checking accounts. Zelle is jointly owned by six banks: JPMorgan, Truist Financial Corp. Bancorp USB, PNC Financial Services Group Inc. A spokesperson for JPMorgan Chase & Co.

Financial Services 76

Financial Services Media Accounting Banking 76

Nerd's Eye View

OCTOBER 9, 2023

According to the most recent Kitces Research on Advisor Marketing, one of the most efficient marketing strategies is Search Engine Optimization (SEO), which involves taking a series of actions meant to get an advisor's website listed at the top of the rankings of a search engine like Google for specific search terms.

Engineering 179

Engineering Financial Advisor Management Clients 179

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Abnormal Returns

APRIL 16, 2023

wsj.com) Charles Schwab ($SCHW) is unique in financial services. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Three lessons from publishing a (successful) book. disciplinefunds.com) Finance Big banks avoided the Q1 banking crisis.

Financial Advising 130

Financial Advising Startup Financial Services Food 130

SEI

SEPTEMBER 6, 2022

Media mention. Sandy Ewing shares her thoughts on how the rapidly evolving technology landscape could affect regulation and reporting in the financial services industry. Media mention. Traders Magazine: SEI EVP Sandy Ewing Expects Tighter Regulation and Reporting Obligations. mmccloskey1. Tue, 09/06/2022 - 14:08.

Media 52

Media Financial Services 52

Indigo Marketing Agency

FEBRUARY 12, 2024

By aligning content with relevant keywords, financial advisors can ensure that their services are discoverable by potential clients searching for financial guidance. Social Media Presence Most financial advisors market themselves using relevant social media platforms.

Financial Advisor 52

Financial Advisor Marketing Marketing Advertising 52

Trade Brains

NOVEMBER 23, 2022

Over the years, Vertex has emerged as one of the major players in India’s financial services sector. The financial services company has a high promoter holding of 73.4%, out of which 53.04% is held by Transwarranty Finance, a full-service investment banking company. Vertex Securities Financial Services 2.48

Manufacturing 92

Manufacturing Financial Services Media Electronics 92

International College of Financial Planning

OCTOBER 17, 2023

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. These professionals can deliver superior client services by embracing digital platforms and understanding their potential.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Carson Wealth

JULY 12, 2022

Financial service professionals like Tammy climb a competence stairway to work with clients. In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. . Registration Standards for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Indigo Marketing Agency

JANUARY 24, 2024

Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator. Ron was also a guest on our founder Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator. Ron was also a guest on our founder Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

SEI

AUGUST 19, 2022

22, 2022 – SEI (NASDAQ:SEIC) today announced the launch of SEI Data Cloud through a strategic partnership with Snowflake , the Data Cloud company, to address the financial services industry’s demand for more advanced data integration. the success, if any, of the sales and strategic initiatives we pursue.

Financial Services 52

Financial Services Commission Clients Banking 52

The Big Picture

SEPTEMBER 14, 2022

For the bulk of this story as in most financial services stories, I will quote from a series of famous blowhards, all of whom predicted that this bull market would top out at 7500. Some of the young bucks think that markets only go up, and not down, opines Seymour Kaufman of Dean-Witter-Marcus-Garvey.

Marketing 339

Marketing Marketing Financial Services Accounting 339

Nerd's Eye View

JANUARY 10, 2023

In this episode, we talk in-depth about how Lisa realized that by visiting Coca-Cola’s headquarters consistently and engaging employees in-person about their financial issues, she could become known as a familiar and trusted financial expert in the Coca-Cola community, how Lisa leveraged writing white papers about preparing for retirement and (..)

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Sara Grillo

APRIL 26, 2024

I remember I used to get free training on technology and many other aspects of financial services because I worked for JPMorgan right out of school. Smaller firms generally don’t seem as reputable – it’s a bias in our thinking, but it’s how the world works.

Investing 52

Investing Investments Portfolio Management Consulting 52

eMoney Advisor

JUNE 8, 2023

“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. You and your staff members need to be prepared to discuss those goals without judgment.

CFP 85

CFP Financial Planning Clients Financial Planner 85

Midstream Marketing

DECEMBER 19, 2020

I’ve seen the financial services industry change in a lot of ways over the course of my career, but few things compare to the rapid-fire evolution I’ve seen take place over the last few months since the beginning of the global COVID-19 pandemic.

Financial Advisor 52

Financial Advisor Advertising Financial Services Media 52

Carson Wealth

DECEMBER 11, 2023

Consumers Are in Much Better Shape Than Financial Media Suggests We frequently hear about how badly consumers are doing and that they will be tapped out soon. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 143

Marketing Marketing Economy Compliance 143

Indigo Marketing Agency

MAY 8, 2024

By fleshing out your blog, social media accounts, newsletter, and core website , the different marketing angles end up supporting each other while making the entire marketing campaign firmer, much like the architecture of a suspension bridge.

Financial Advisor 52

Financial Advisor Marketing Marketing Consulting 52

Validea

FEBRUARY 10, 2023

The firm’s flagship Ariel Fund, which Rogers manages, has had massive ups-and-downs over the years, outperforming after the crash of 1987 and the dot-com bust in 2000, losing 48% during the 2008 financial crisis, and falling 19% last year. But the start of 2023 has been a good one for Ariel, with the fund up 14% in January.

Financial Services 59

Financial Services Manufacturing Media Investing 59

FMG

OCTOBER 6, 2022

Salesforce — From lead and contact management to customizable reports, Salesforce is one of the most powerful tools to help financial advisors find, nurture, and convert leads faster and easier. That’s a lot of financial advice and staff to manage — not to mention a lot of names, anniversaries, and meetings to remember.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Midstream Marketing

JANUARY 14, 2021

With the right approach, Facebook marketing can be incredibly effective for financial services businesses in particular. Like social media marketing in general, Facebook ads are a numbers game—the quality of the leads is impacted not only by the topic and the offer, but by the images used and even the words in the ad in question.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Carson Wealth

APRIL 29, 2024

This gets a ton of play in the media, as the six months starting in May are indeed the worst six consecutive months on the calendar historically (going back to 1950). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 97

Marketing Marketing Economy Government 97

Indigo Marketing Agency

APRIL 16, 2020

They also manage its email newsletter, create webinars, and handle the social media postings for all of these things. Sharlee Cretors of SC Financial Services in Scottsdale, AZ, is another client of Indigo. Recently, SC Financial Services engaged Indigo to create a webinar package. Trusting The Experts.

Clients 52

Clients Media Engineering Financial Services 52

FMG

FEBRUARY 3, 2023

By claiming your GBP profile, you can verify and edit all the information about your business on Google and make the connection you need for prospects to find your financial services firm. However, they offer plenty of specific categories for the financial services industry.

Financial Services 52

Financial Services Media Accounting Financial Advisor 52

Indigo Marketing Agency

DECEMBER 16, 2019

This book includes everything that I know about marketing including: Why digital marketing is so challenging in financial services. Email marketing strategies for financial advisors. Using social media to get in front of your ideal prospects. How to create a website that converts.

Financial Advisor 52

Financial Advisor Marketing Marketing Engineering 52

Indigo Marketing Agency

OCTOBER 3, 2023

The fact is, whether you’re looking to expand your financial services business or preserve assets for years to come, you need to be able to effectively relate and communicate with the younger generation. It could be as simple as sharing stories of successful intergenerational wealth transfers on social media.

Wealth Management 52

Wealth Management Financial Advisor Clients Management 52

FMG

JANUARY 24, 2024

Engage Millennials Where They Are Most Comfortable Millennials have used the internet for everything from social communications to buying products and services their whole lives. They communicate via social media platforms like Facebook, Instagram, and Twitter — and so should your financial advisor marketing to millennials.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

FMG

JUNE 22, 2022

For example, if you’re trying to sell financial services to a younger generation, you might want to try connecting to them through more modern means. Instead of newspapers, you’ll try creating a social media plan. Their voice is feel good and they do a great job making sure that it transfers to all forms of media.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Steve Sanduski

OCTOBER 13, 2022

Guest: Julia Boorstin , CNBC’s Senior Media & Tech Correspondent and the author of a new book called When Women Lead. Complementary podcast: As she reflected on her four-decade career in financial services, Securities America’s Janine Wertheim discussed how opportunities for women have improved and how to maintain that positive trend.

Financial Services 52

Financial Services Media Marketing Marketing 52

Indigo Marketing Agency

MARCH 12, 2020

For a limited time, you can save 20% on your paperback copy of The Marketing Guide For Financial Advisors on Amazon (on sale for just $15.99). As many of you may know, Financial Advisor is the go-to company for industry-leading financial services advice.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planner 52

Trade Brains

JANUARY 6, 2023

TCS is now placed among the most valuable IT services brands worldwide. HDFC Bank is an Indian banking and financial services company that was incorporated in 1994, with its registered office in Mumbai, India. The market capitalization value of TCS is Rs. 1,234,765 Crores with a current price of Rs. ICICI Bank.

Marketing 98

Marketing Marketing Banking Consulting 98