Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 219

Tax Planning Compliance Taxes Financial Advisor 219

The Chicago Financial Planner

AUGUST 24, 2021

While Bernie Madoff passed away in April of 2021, financial fraud is still very much an issue. Financial fraud is all over the news. Given the increasing skill and imagination of fraudsters there is no fool-proof way to protect you and your family from financial fraud. Affinity Fraud. Beware the rush job. Elder Fraud.

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

Integrity Financial Planning

NOVEMBER 28, 2023

Working with a financial advisor is a big deal. In the same way a good doctor may know key aspects of your personal health, a good financial advisor will know the crucial aspects of your financial situation–all to help you improve your financial health and retirement longevity.

Financial Advisor 82

Financial Advisor Financial Planning Retirement Planning 82

Nerd's Eye View

OCTOBER 7, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that amid the current bear market, usage of robo-advisors and other digital advice tools has plummeted, according to a recent study.

Financial Planner 178

Financial Planner Retirement Planning Retirement Economy 178

The Chicago Financial Planner

FEBRUARY 8, 2023

The answer to the question in the title is that your Social Security benefits may be subject to taxes. Its important for retirees to understand how taxes will impact their retirement finances and to include this in their retirement financial planning. FINANCIAL WRITING. NEW SERVICE – Financial Coaching.

Taxes 291

Taxes Retirement Financial Planner Financial Advisor 291

MainStreet Financial Planning

NOVEMBER 9, 2023

Many of our clients have used Mint and it has been a favorite of MainStreet Financial Planning for many years. As we approach the end of 2023 – now is a great time to review your budget and think through some of your financial goals for 2024 and a budgeting tool could help get back on track. year or $8.33/month.

Budgeting 91

Budgeting CFP Financial Advisor Financial Planning 91

Sara Grillo

FEBRUARY 16, 2024

Question from a subscriber: “Should I start a podcast?” Financial content is dry and boring and the number of people who can make it exciting is probably 0.5%. There are too many podcasts are not enough great podcast interviews. ” There is no clearer way I can say this: HECK NO! It can get expensive quick!

Financial Advisor 52

Financial Advisor Media Numbers Clients 52

Nerd's Eye View

JULY 5, 2023

stock market has, on average, outperformed international equities over the last 15 years since emerging from the Great Recession of 2008, many investors argue that international diversification is a poor allocation of dollars that would otherwise be earning more in the U.S. As the U.S. The outperformance of U.S. The outperformance of U.S.

Valuation 229

Valuation Economics Portfolio Investing 229

Sara Grillo

MARCH 8, 2024

Question from a subscriber: “ I’ve been giving seminars the local library. ” Here are some seminar marketing tips for financial advisors who want to get new clients and develop relationships with their community. Hope these tips about how to market a financial advisor seminar were useful.

Financial Advisor 52

Financial Advisor Budgeting Clients Media 52

Sara Grillo

MARCH 1, 2024

In this blog we discuss how to get started in financial planner marketing without spending a gazillion dollars! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. For those of you who are new to my blog, my name is Sara.

Financial Planner 52

Financial Planner Financial Advisor Marketing Marketing 52

Sara Grillo

FEBRUARY 23, 2024

Question from a subscriber: “Compliance is impossible to get my content through. My financial advisor compliance department take forever and nitpick every little thing!” Follow your prospects’ posts and ask great questions on what they post about to further the discussion. Keep content brief.

Compliance 52

Compliance Financial Advisor Media Clients 52

Elevating Your Business

JULY 30, 2022

Carol Roth (American TV personality, author, entrepreneur, radio host and investor) asks great questions! The post 288+ Inflation Tips for Small Business Owners appeared first on Women Financial Advisor Coach Consultant. She recently asked her newsletter readers for our best inflation tips for small business owners.

Financial Advisor 95

Financial Advisor Consulting Management 95

FMG

FEBRUARY 27, 2023

We get the pleasure of building website for a variety of financial advisors, including these amazing female-led firms. Guelich Capital Management’s team focuses on designing customized strategies to organize all facets of the financial lives of their clients. and “How do you help clients implement their financial plans?”

Financial Advisor 98

Financial Advisor CFP Financial Planning Wealth Management 98

Steve Sanduski

APRIL 22, 2024

A Guest Post by Jeremy Keil , CFP®, CFA, CIMA® of Keil Financial Partners. If you’re like me, then you’ve heard the same type of advice like “Segment your book of business into A, B, C, D clients” and “Take great care of your A&B clients.” This range can now serve as a benchmark for your financial advice business.

Clients 59

Clients Financial Advice CFP Numbers 59

Advisor Websites

OCTOBER 21, 2022

You've had a great meeting with your client, resulting in a few changes to their financial strategy that you both feel confident and excited about. Later that day, you head out to meet a fellow advisor for dinner, who asks for your take on one of the most recent industry updates.

Financial Advisor 98

Financial Advisor Clients Marketing Marketing 98

Integrity Financial Planning

NOVEMBER 28, 2023

Working with a financial advisor is a big deal. In the same way a good doctor may know key aspects of your personal health, a good financial advisor will know the crucial aspects of your financial situation–all to help you improve your financial health and retirement longevity.

Financial Advisor 52

Financial Advisor Financial Planning Retirement Planning 52

Sara Grillo

MARCH 1, 2024

In this blog I’m going to teach you how to name your financial advisor firm so you can make people’s heads turn and make them pay attention to you! Question from a subscriber: “I want to rename my firm but I can’t think of anything interesting. Street names are great for this. ” Yup.

Financial Advisor 52

Financial Advisor Wealth Management Media Management 52

eMoney Advisor

JANUARY 26, 2023

Something I’ve learned over many years in this industry is this: Clients will choose you based on the questions you ask, not the answers you give. It’s really crucial to be asking questions that can not only help you understand the client, but also help the client better understand what they want from the process.

Clients 73

Clients Financial Planning Retirement Communication 73

Sara Grillo

JANUARY 26, 2024

If you’re about to send that financial advisor newsletter – STOP and read these tips before you click “send.” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. #1 Follow these steps.

Financial Advisor 52

Financial Advisor Consulting Management Distribution 52

Sara Grillo

JULY 10, 2023

Financial advisors are skeptical that you can actually get leads from social media. Today we’ll be talking to Thomas Kopelman , co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from financial advisor social media look like a piece of cake! And now onto the blog!

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

Indigo Marketing Agency

APRIL 16, 2024

It used to be that if you were a financial advisor, all you needed was a website to have credibility in the marketplace. Now you need a great (not just good) website. Consider the exact phrases your prospects are likely Googling—like “financial advisor in [your city].” But times have changed.

Financial Advisor 52

Financial Advisor Engineering Education Communication 52

Sara Grillo

MARCH 1, 2024

Hiring your first team member as a financial advisor can be daunting, but we’ve got you covered! Join Eric Negron & Sara Grillo for today’s Truth Bomb as they tackle the challenges of hiring & training in the financial advisor world. What do you think about this question? Let’s go.

Financial Advisor 52

Financial Advisor Budgeting Communication Clients 52

Indigo Marketing Agency

MAY 31, 2023

At the recent Jolt Conference , Director of Marketing Elizabeth Reider met one of our influencers, Dr. Preston Cherry , who shared the art of storytelling for financial advisors. Dr. Cherry discussed some great practices we think advisors can implement today when sitting down to meet with a current or prospective client.

Clients 100

Clients Financial Advisor Communication Marketing 100

FMG

MARCH 4, 2024

Email marketing should play a major role in the marketing strategy of a financial advisor, and a regular email newsletter should play a major role in your email marketing. What Should be Included In a Financial Advisor Newsletter? One great design tool that offers both a free and premium version is Canva.

Financial Advisor 52

Financial Advisor Clients Communication Marketing 52

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

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. . #2

Clients 52

Clients Financial Advisor Media Consulting 52

Diamond Consultants

JUNE 1, 2023

A still red-hot RIA M&A market has many employee advisors pondering what their business could be worth on the open market. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. But what of the advisor who is an employee of a traditional brokerage firm?

Valuation 98

Valuation Recruitment Retirement Distribution 98

Indigo Marketing Agency

NOVEMBER 1, 2022

This is a must-listen for any advisor wondering how to grow their business more naturally and in a way that benefits everyone. Hands down, Claire points out that the most reliable way to help financial advisors share their true value with prospects is to embrace a specialty. Be a Go-To Specialist. The bottom line?

Marketing 105

Marketing Marketing Financial Advisor Clients 105

Diamond Consultants

SEPTEMBER 12, 2023

Why do advisors switch firms? Most industry experts could rattle off a laundry list of reasons: more freedom and control, the ability to serve clients better, access to a greater array of products and services, better work-life situation for the advisor and team…the list goes on. How does an advisor know if they are “long-term greedy?”

Recruitment 95

Recruitment Clients Wealth Management Economics 95

MainStreet Financial Planning

NOVEMBER 14, 2023

I was attracted to this tool because it worked with spreadsheets, and once created, a Tiller sheet can be shared with other family members, or even one’s financial planner, to be viewed or edited. to Tiller via their financial data provider, Yodlee. My favorite thing of all is that Tiller has great customer service.

Budgeting 78

Budgeting Financial Planner Accounting Financial Advisor 78

The Big Picture

JULY 11, 2023

JENNY JOHNSON, PRESIDENT AND CHIEF EXECUTIVE OFFICER, FRANKLIN TEMPLETON: Thank you Barry, it’s great to be here. RITHOLTZ: It’s great to have you. JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.”

Management 213

Management Investing Investments Assets 213

Investment Writing

OCTOBER 4, 2022

Blog the questions your clients ask you. This approach relates to my first suggestion because your clients’ questions often relate to their mistakes and problems. Moreover, if one client asks you a question, there are probably many more with the same question. Draw a mind map about your clients.

Clients 117

Clients Investing Investments 117

Sara Grillo

FEBRUARY 16, 2024

Question from a subscriber: “Should I be using my company page or my personal page on LinkedIn? ” Great question! It’s not just LinkedIn company pages that this question of whether to use a business or personal page applies to. I’m confused.” First let’s talk about the differences.

Media 52

Media Financial Advisor Clients Marketing 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

FMG

OCTOBER 2, 2023

Video marketing is one of the most powerful tools for financial advisors. However, many financial advisory firms have hesitated to start utilizing video marketing – either not knowing how to start or believing that it wouldn’t be a good investment of their time since their prospects aren’t spending time on YouTube.

Financial Planner 52

Financial Planner Financial Advisor Engineering Clients 52

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? And that’s OK.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? And that’s OK.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52