Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

Financial Planner

Nerd's Eye View

NOVEMBER 11, 2024

To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development. Even those who do have an interest in marketing may find it challenging to dedicate the time to do it well.

Marketing

Midstream Marketing

NOVEMBER 5, 2024

Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. It’s key to develop a social media strategy that matches your target audience and has achievable goals. Understand why compliance, engagement, and tracking success are vital for your social media efforts.

Media

Nerd's Eye View

FEBRUARY 11, 2025

Read More.

Planning

Wealth Management

JUNE 27, 2025

I was amazed by some of the findings, including that 68% of the 414 respondents are currently using or plan to adopt AI-powered tools—only 32% had no plans to do so. Q&A: What Was Behind Schechter’s Decision to Sell to Arax? expansion with significant support from some large firms.

Wealth Management

Nerd's Eye View

MARCH 3, 2025

Advisor-focused AI meeting note solution Jump has completed a $20 million funding round, which reinforces its status as the emerging market leader in the crowded AI meeting note category – a status that may only increase from here if AI meeting notes, like most established AdvisorTech categories, evolves into a "winner-take-all" market where (..)

Estate Planning

WiserAdvisor

JUNE 4, 2025

The financial planning industry is constantly undergoing change. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. They would also want to plan how and when to withdraw funds since different accounts come with different tax implications.

Financial Planning

Midstream Marketing

DECEMBER 6, 2024

Discover how digital strategies like AI-driven personalization and strong social media campaigns can help. This means having an easy-to-use website, interesting content, and being active on social media. This focused approach is key for a successful digital marketing plan. Clients now want financial advice online.

Marketing

Nerd's Eye View

MARCH 17, 2025

In practice, rapid adoption of AI Notetakers has been expedited both by the media's fixation on Artificial Intelligence (which has highlighted a wide range of AI solutions like Fathom, Fireflies, and Otter) and by the rollout of AI Notetakers within existing platforms (from Microsoft's CoPilot to Zoom's AI Companion).

Financial Advisor

Midstream Marketing

OCTOBER 30, 2024

Use social media and online platforms to promote your referral program. Online Presence: Make sure your website and social media pages show clear details about your referral program. Share Client Testimonials: Show positive client reviews and testimonials on your website and social media. This can help get more referrals.

Financial Advisor

Indigo Marketing Agency

JANUARY 28, 2025

Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come. Read Jims full story here.

Financial Advisor

Abnormal Returns

OCTOBER 28, 2024

Podcasts Ryan Detrick and Sonu Varghese talk with Josh Brown about the secrets of success in finance AND media. advisorperspectives.com) Advisers A plan for onboarding client service associates. advisorperspectives.com) Financial planning CAN change lives. kitces.com) Tax-loss harvesting is going long-short.

Risk Tolerance

Wealth Management

JULY 10, 2025

Financial Planning: eMoney and Envestnet MoneyGuide Related: Former Citadel Quants Raise $36M for Fixed-Income Fintech We’re very solidly going to remain eMoney and MoneyGuide. The advisor experience and transitioning clients to their financial planning portal are heavy lifts that directly impact the end client.

Wealth Management

Nerd's Eye View

FEBRUARY 3, 2025

This month's edition kicks off with the news that FP Alpha has released its tax return extraction and analysis module as a standalone product, while RightCapital has separately launched its own tax return extraction tool bundled within its platform – with both announcements coming on the heels of Holistiplan implementing a significant price increase, (..)

Insurance

Midstream Marketing

OCTOBER 29, 2024

Because of this, many are delaying plans to buy homes and become financially independent, unlike older generations who may have had different financial paths. They want advisors who offer simple and useful financial planning services in light of experiences such as the financial crisis. They love using technology to manage their money.

Financial Advisor

Midstream Marketing

JANUARY 19, 2025

Understand the significance of website optimization and social media engagement for client interactions. Using social media, email marketing, and SEO strategies can take your marketing efforts to the next level. Welcome to a journey where new ideas and planning come together.

Financial Advisor

FMG

MARCH 6, 2025

AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors. ” whether it’s Google, AI-driven platforms like ChatGPT, or social media channels. Traditional SEO strategies alone are no longer enough.

Financial Advisor

Wealth Management

JUNE 17, 2025

Now, he will seek to bring advisors onto Mariner’s 1099 affiliation platform for growth opportunities and succession planning. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. AUM from UBS RBC Attracts Three Advisors Totaling $1.1B

Wealth Management

Abnormal Returns

FEBRUARY 14, 2025

axios.com) It's hard to plan when the U.S. abnormalreturns.com) Mixed media Rural women are increasingly saying no to marriage. (spyglass.org) Apple TV should lean into live channels. sixcolors.com) Contracts When the government pulls money from an account without authority. government is breaking legal contracts. Well, you should.

Advertising

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Concept of digital social marketing.

Accounting

Midstream Marketing

OCTOBER 30, 2024

RIAs need to update their marketing plans to stay ahead. Websites, social media, and SEO offer great opportunities to connect with new clients online. A strong marketing plan and effective advertising adviser practices related to Form ADV are essential for successful marketing practices.

Investment Advisor

Wealth Management

JULY 15, 2025

Because we are a multi-generational practice, we are uniquely situated to help family-owned businesses with financial planning according to their values, and in the independent space, that area is really dynamic—we can bring in new technology to solve for that, and we can do all sorts of energizing activities.”

Estate Planning

Wealth Management

JUNE 10, 2025

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B

Wealth Management

Nerd's Eye View

OCTOBER 28, 2024

continuing education) and often held a space for the vendors who served those advisors, with organizations like the Financial Planning Association convening the largest conferences for financial advisors.

Financial Advisor

Nerd's Eye View

JANUARY 17, 2025

Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)

Financial Planner

Trade Brains

JULY 15, 2025

Synopsis : Yes Bank gained investor attention after reports of Japan’s SMFG planning an additional $1.1 According to recent media reports, Sumitomo Mitsui Financial Group (SMFG), Japan’s second-largest banking group, is reportedly considering an additional investment of $1.1 This follows SMBC’s earlier 20 percent acquisition.

Banking

The Big Picture

MAY 1, 2025

My organization structure 1: Poor Advice 2: Media Madness 3: Sophistry: The Study of Bad Ideas Or, where bad ideas come from, how they spread, why they fool us. You say we give way too much credit to the media when it comes to accurately covering financial happenings. I wrote two posts recently based on what clients where asking.

Retirement

Midstream Marketing

NOVEMBER 8, 2024

Learn to use social media, content marketing, SEO, and more. You will learn how to use social media, content marketing, paid ads, and referral programs. Utilizing Social Media Platforms for Engagement and Visibility Social media is important for financial advisors who want to reach potential clients.

Financial Advisor

The Big Picture

APRIL 17, 2025

You see this all the time: After a huge run of spectacular gains, the media fetes a manager, and buyers pour in late. It doesnt matter if it is Nvidia, Bitcoin, founders stock, or an employee stock option purchase plan (ESOP), sometimes the sheer size of a windfall is paralyzing. This is classic performance-chasing behavior.

Investments

Midstream Marketing

DECEMBER 26, 2024

These features include customizable advertising templates, automated email campaigns, tools for social media management, and access to approved, compliant content libraries. Advisors can reach out through email, social media, and custom websites. They should also use social media analytics to see how people engage.

Marketing

Nerd's Eye View

JUNE 17, 2025

So, whether you're interested in learning about leveraging content across multiple media to attract like-minded clients, transitioning from a lead advisor to management role, or the decision making behind opening offices in new locations, then we hope you enjoy this episode of the Financial Advisor Success podcast, with David Bahnsen.

Clients

The Big Picture

MARCH 18, 2025

Media Madness : Do we really need 24/7 financial advice for our investments we wont draw on for decades? What does the endless stream of news, social media, TikToks, Tweets, magazines, and television do to our ability to make good decisions? How can we re-engineer our media consumption to make it more useful to our needs?

Investments

Wealth Management

JUNE 25, 2025

But we’re a financial planning-based firm, which creates some simplicity in how we allocate assets. Financial Planning: eMoney and MoneyGuidePro JW: Orion also has a pretty good integration with MoneyGuide Pro, and they have a decent one with eMoney, as well. They do have a lot more bells and whistles.

Wealth Management

MainStreet Financial Planning

MARCH 12, 2025

Here are five practical tactics to help retirees weather economic uncertainty: Take a Break from the News Constantly consuming news and social media can lead to unnecessary panic. This ensures you wont need to sell investments when markets are down, protecting your long-term financial plan and providing peace of mind during turbulent times.

Economics

Midstream Marketing

NOVEMBER 12, 2024

Discover how to create a strong online presence and use social media to attract leads. These can also answer common questions about financial planning. Leveraging Social Media to Connect with Potential Clients Social media sites, such as LinkedIn, Facebook, and Twitter, are great tools for financial advisors.

Financial Advisor

Steve Sanduski

DECEMBER 10, 2024

Guest: Kendra Wright, owner of Rebel Media Agency , a marketing company specializing in financial professionals. Prince Charles probably needs a lot more help with estate planning, whereas Ozzy Osbourne probably needs help reeling in his spending. In a Nutshell: Great copy means you’ll never experience a failure to communicate.

Clients

Clever Girl Finance

FEBRUARY 11, 2025

Instead of waiting until the last minute and breaking your low-buy rules, plan ahead. Unsubscribe from marketing emails, unfollow brands on social media, and delete shopping apps from your phone. It could even be that your find yourself watching haul video after haul video on social media.

Budgeting