Nerd's Eye View

MAY 5, 2023

Also in industry news this week: Legislation working its way through Congress would allow for electronic delivery of documents to clients of advisors and other financial services firms by default, though it has been met with some opposition While RIAs have outpaced wirehouses in terms of client asset growth and headcount, industry consolidation has (..)

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Financial Planner Financial Services Electronics Compliance 246

The Big Picture

JANUARY 30, 2023

Those that want to sell you a newsletter or a seminar or some product to show how to become rich (but do not earn their living that way) have revealed the flaw in their pitch. Those rare folks who day-trade, or flip houses, or garner passive incomes as a route to wealth 1 are busy doing those things.

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Media Economics Investing Investments 307

Prosperity Coaching

APRIL 26, 2022

Seminar Marketing Tips for Financial Advisors: A Seminar or Webinar can be a great tool not only for sharing your expertise as a financial advisor but also for building credibility and securing potential clients; however, a Seminar won’t do you any good if no one attends. So, you’ll need to […].

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Don Connelly & Associates

FEBRUARY 3, 2025

Advisors must elevate their presentation chops when presenting at client meetings, educational workshops, or public seminars. However, many advisors struggle with transforming intricate concepts into accessible content and maintaining their clients interest throughout the presentation.

Financial Advisor 52

Financial Advisor Clients Education Communication 52

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

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Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

Clients 246

Clients Media Accounting Management 246

Nerd's Eye View

JULY 13, 2023

For some, this means acquiring more credentials, while for others, it can mean devoting more time reading books and articles, listening to podcasts, and/or attending workshops or seminars.

Clients 246

Clients Financial Planning Financial Planner Communication 246

Advisor Perspectives

SEPTEMBER 19, 2023

Have you ever wondered why your closing ratio on seminar attendees rarely exceeds 40%?

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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. Weave your pitch into the seminar in a natural way through stories. Ready to go get ’em?

Financial Advisor 52

Financial Advisor Budgeting Clients Media 52

Million Dollar Round Table (MDRT)

APRIL 30, 2024

They only want you to deliver preapproved, “canned” seminars. Speaking is fun, but filling the room for a seminar is hard work. She distinguished between two similar options: Seminars. You may face two challenges though: Compliance. Building the audience.

Financial Advisor 106

Financial Advisor Compliance Insurance Marketing 106

Million Dollar Round Table (MDRT)

JULY 10, 2022

2) The two-seminar strategy. I host two types of seminars. The other is a lunchtime seminar on the weekend for clients to bring their family and friends. During the seminar with professionals, I ask attendees to exchange business cards and talk about what they do so they become more comfortable with each other.

Tax Planning 97

Tax Planning Clients Communication Education 97

Nerd's Eye View

SEPTEMBER 6, 2022

What's unique about Andy, though, is how, shortly after launching his practice, he created a Facebook group so that he could share his expertise directly with the types of clients he wanted to serve… which unexpectedly became so successful, that in just two short years, he reached the client capacity goal he set out as he went from $0 in AUM (..)

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Advisor Perspectives

FEBRUARY 6, 2024

My guest today will discuss how he and his team have unlocked the power of seminars, giving advisors and firms opportunities to make a lasting impression and turn intrigued prospects into clients.

Clients 119

Clients 119

Nerd's Eye View

SEPTEMBER 10, 2024

We also talk about how John's firm's marketing specifically emphasizes how Federal employees are unique (and thus why his firm is better suited than more generalist advisors to meet these clients' planning needs), how John's firm long used a radio show to demonstrate their expertise and encourage prospects to attend an in-person seminar put on by his (..)

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Financial Advisor Clients Fee Only Government 130

Nerd's Eye View

DECEMBER 20, 2022

So, whether you’re interested in learning about how Emily eventually learned how to say ‘no’ to more work and ‘yes’ to a better work/life balance, how Emily leveraged 401(k) educational seminars and webinars to gain rollover opportunities, or how, by finally advocating for herself, Emily found the ideal position for her, (..)

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Financial Advisor Financial Planning Planning Financial Planner 246

Advisor Perspectives

JUNE 15, 2023

Seminars and workshops are a costly and exhausting way to acquire high-net-worth clients.

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Clients 40

Tobias Financial

APRIL 11, 2024

We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., will cater specifically to the students of the dental school.

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Advisor Perspectives

MARCH 27, 2024

I’ve been through several excellent management training courses and seminars during my 25+-year career serving the advisory profession. But I always walk away with the feeling that I’m too nice.

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Management 98

Tobias Financial

FEBRUARY 22, 2023

To register, visit: [link] To learn more about Marianela: [link] To learn more about Joshua: [link] The post The Estate Planning Seminar – Monday, 2/27/2023 at 5:00 PM EST Live appeared first on www.tobiasfinancial.com.

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Estate Planning Planning 52

Million Dollar Round Table (MDRT)

APRIL 30, 2023

Now imagine you did a seminar targeting the general public and you filled the room. Sometimes agents and advisors hold seminars with an educational theme, but without the message of, “Here is how I can help you.” People still do seminar mailings. It attracts the target audience. What are you going to tell the other 95%?

Financial Advisor 105

Financial Advisor Clients Retirement Planning Communication 105

Midstream Marketing

DECEMBER 28, 2024

How Can Hosting Workshops and Seminars with Paperback Handouts Benefit You? Hosting helpful workshops or seminars can assist many financial professionals in becoming trusted experts in their communities. Offering free workshops and seminars is a good way to create excitement and get referrals.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Million Dollar Round Table (MDRT)

OCTOBER 17, 2023

It might be new courses I want to take, compliance seminars and so forth. My wife works on this with me as well. Here are some of the things we look at: Career. I look at any career development I want to do for the upcoming year. Also, what do I need to do to get my staff upskilled? How’s my revenue?

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Compliance Portfolio Planning Investments 118

Nerd's Eye View

DECEMBER 13, 2022

In this episode, we talk in-depth about Terry’s approach to gaining more referrals (and minimizing any need for other prospecting efforts) by asking clients to commit in their initial introductory meeting that they would provide him a referral in the future if they found his financial planning recommendations to be valuable… and then followed (..)

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

MazumaBusinessAccounting

JUNE 29, 2020

There are four things to plan for before you take your trip: Conventions or seminars – Take a look at the calendar and see if there is a convention or seminar. Business days include travel days, convention or seminar days, and weekends. 1 Seminar Day = Business Day. Business Activities.

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Planning Accounting Clients 75

Sara Grillo

NOVEMBER 11, 2024

I’ve been doing dinners, lunches and seminars for clients and encouraging them to bring people they know along and they can learn for free. If you could be the conduit, be the person the writers come to for these answers, it takes away the cudgel of stiff-faced dinner seminars. Devin Carroll is a social security specialist.

Clients 59

Clients Financial Advisor Marketing Marketing 59

Million Dollar Round Table (MDRT)

JUNE 18, 2023

Often, they’ve already spent a lot of money on advertising, local sponsorships, expensive dinner seminars, training from top advisors and so forth — all with poor results. By Sandy Schussel Many advisors come to me after trying everything they can to get their stagnant business growing again.

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Carson Wealth

JANUARY 22, 2025

Later in the month, on October 29th, we partnered with Alecia Barnette, Senior Vice President of Sales, for a Long-Term Care Seminar. It was a heartwarming day, and even our Associate Wealth Advisor, Zach Vande Weerd, managed to get a photo with his wife, Hannah, and their adorable dog, Chief.

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Wealth Advisor Certification Financial Advising Clients 52

Midstream Marketing

NOVEMBER 12, 2024

Update old prospecting methods like cold calling, seminars, and direct mail by making them feel fresh and personal. We can make old methods like cold calling, seminars, and direct mail better by using new ways of thinking. Transforming Seminars into Interactive Experiences Seminars used to be very important for financial advisors.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Million Dollar Round Table (MDRT)

SEPTEMBER 24, 2023

2) More individual interaction, fewer objections Rather than dealing with mailing lists, direct mail or seminar management, we find that seeking out the right people and meeting them on a personal basis is more efficient. This is all coordinated through post-activity notes in our client relationship management system (CRM).

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Clients Budgeting Financial Services Education 105

NAIFA Advisor Today

FEBRUARY 7, 2024

Frank Maselli is an accomplished keynote speaker, coach, and author of three best-selling books. With over 30 years of experience in the financial services industry, he has helped thousands of financial professionals grow and achieve success by providing them with contemporary skills well-suited to the demands of today's clients.

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Financial Services Clients 52

FMG

SEPTEMBER 16, 2022

Whether retirement planning, technology seminars, or education planning, community events are an efficient way to share your experience with others in your community. Educational events also do a great job of promoting yourself as a center of influence in your community. Create and Promote Your Events in Minutes.

Clients 108

Clients Food Education Retirement Planning 108

Don Connelly & Associates

JULY 17, 2023

For those who studied and implemented the best practices of webinar marketing, the results have been excellent, producing waves of new prospects at a fraction of the cost of in-person seminars. In this post-pandemic environment, webinars continue to be highly effective when done right.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Don Connelly & Associates

JULY 17, 2023

For those who studied and implemented the best practices of webinar marketing, the results have been excellent, producing waves of new prospects at a fraction of the cost of in-person seminars. In this post-pandemic environment, webinars continue to be highly effective when done right.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Nationwide Financial

SEPTEMBER 27, 2022

Here are different ways Nationwide can help you address your clients’ Social Security concerns: Sign up for a continuing education seminar , hosted periodically throughout the year by specialists from the Nationwide Retirement Institute®.

Clients 98

Clients Retirement Planning Retirement Planning 98

Advisor Perspectives

JANUARY 17, 2024

Digital events are more environmentally friendly than in person ones, but did you know that studies show that marketing webinars generate as much as five times more qualified leads than the same budget spent on marketing seminars?

Budgeting 52

Budgeting Marketing Marketing 52

MazumaBusinessAccounting

JUNE 30, 2021

Say there’s a seminar, class, or workshop that could help you gain important skills for your business. That includes books, travel to and from seminars, meals purchased while attending a workshop, etc. Make sure you write those expenses off!

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Taxes Insurance Education Retirement 98

MazumaBusinessAccounting

APRIL 18, 2023

Common Business Activities That Require Travel Common business activities that you should consider on your trip include: Attending a convention or seminar: Take a look at the calendar and see if there is a convention or seminar that would be beneficial for you to attend in an area where you can also enjoy some needed rest and relaxation.

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