Clever Girl Finance

APRIL 29, 2024

When it comes to financial decisions, such as saving money and building wealth, we can all probably come up with several excuses as to why we haven’t done certain things. And everyone can likely make a long list of bad financial decisions they have made. What is the best financial decision? Can you relate?

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Indigo Marketing Agency

NOVEMBER 1, 2022

On his podcast Bridging The Gap , host Matt Reiner recently welcomed our founder, Claire Akin, to dig into the basics of embracing a speciality and the importance of marketing “you” as a person and not necessarily “you” as a brand or company—just to scratch the surface! Be a Go-To Specialist. The bottom line?

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Sara Grillo

MARCH 29, 2024

Here’s how to handle a financial planning fee objection. Financial planning fees can be hard to justify Question from a subscriber: “Prospects all say my financial planning fee is too high, and try to negotiate down.” So you have to think out loud for them. Are you ready to go close a ton of sales?

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Sara Grillo

FEBRUARY 9, 2024

In this blog I’ll tell you financial advisors how to rock a webinar and get new clients without boring everybody to death! Getting the prospect’s attention is the big hurdle – but what happens when you have a meeting or a conversation with a prospect, and the deal falls flat? Please sign up here !

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Sara Grillo

MARCH 4, 2024

Stop wasting money on fancy “spaghetti tech” The fintechs just want you financial advisors’ credit cards. Listen to Sara Grillo & Eric Negron on today’s Daily Truth Bomb as they break it all down! 2)Why free resources like YouTube can be your secret weapon for mastering any tech.

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Sara Grillo

MARCH 8, 2024

Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. In this show, you’ll learn: ?Why Why AI won’t replace human advisors (it’s just a supercharged Google search!). ?How

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The Big Picture

DECEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:00 [Speaker Changed] This is Masters in business with Barry Ritholtz on Bloomberg Radio.

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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. Transcript You ready to get right into it today?

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Sara Grillo

FEBRUARY 23, 2024

It’s not about the absence of fear, it’s about how you manage it. Two ways to get rid of Imposter Syndrome #1 Think back to your greatest professional success and the strength you felt while you were overcoming whatever challenge you did. Can you summon that same courage? #2

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Sara Grillo

FEBRUARY 9, 2024

Here are some non-traditional ways to get referrals as a financial advisor. But first… For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I send you one actionable, practical marketing tip a day.

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Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. This is super important for anyone looking to pick a good financial advisor.

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Sara Grillo

JANUARY 12, 2024

Financial advisor video marketing doesn’t have to be the big deal that everyone makes it out to be. I was making all the mistakes I’m about to tell you. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.

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Sara Grillo

MARCH 6, 2024

J oin Sara Grillo & Eric Negron and learn how to ditch the “advisor speak”, get past the financial advisor jargon, and win more clients! In this podcast, you’ll discover: ?Why Why complex language can cost you business and how to communicate clearly instead. ?The They’re just totally.

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Million Dollar Round Table (MDRT)

APRIL 30, 2023

By Bryce Sanders Financial advisors need new clients. Financial advisors, coaches and other experts often offer systems for this. It can be confusing, however, to know what to look for in a successful prospecting strategy. You must drive the near-term results. What are you going to tell the other 95%?

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Sara Grillo

JANUARY 12, 2024

LinkedIn can be an awesome tool if you use it right, but if you are committing any of these LinkedIn mistakes you are probably annoying everyone and nobody wants to talk to someone like that. But first… For those of you who are new to my blog, my name is Sara. I mean, think about it for a minute.

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The Big Picture

OCTOBER 24, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

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Sara Grillo

FEBRUARY 16, 2024

Watching financial advisors makes sales mistakes is excruciating. Here are the top sales mistakes that I see financial advisors making, and what to do instead. #1 ” Look, financial advisors. Prospect: Who do you work with? Do you fall in either group, or another category?

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FMG

DECEMBER 13, 2023

Financial advisors always look for new ways to innovate and elevate their websites. And that’s for good reason, since the website is the lifeline and center point for all financial advisors. Behavioral science can help bridge the gap between client and advisor. Maybe you hopped onto Amazon and were excited.

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Indigo Marketing Agency

SEPTEMBER 11, 2023

As Indigo’s most-tenured team member, Lisa Gaines’ positive impact on our success cannot be overstated! Lisa breaks down the process as follows: “Once an article is written and proofed by the writing team, and approved by the advisor and account manager, they hand it off to me.

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FMG

FEBRUARY 28, 2024

Financial advisors always search for new ways to enhance their content and increase their outreach. This can be done by introducing new types of content or finding additional ways to engage with their audience. It’s easy to see why advisors are taking to podcasts. It’s a phenomenon and a smart one at that.

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eMoney Advisor

FEBRUARY 21, 2023

As a financial professional, would your clients be able to answer this question: What is your money for? Understanding What Comprises Meaning in Life As a financial therapist and former planner, I have a deep appreciation for the industry’s increasing focus on values-based advice. Does life make sense?

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FMG

MARCH 4, 2024

Email marketing is still one of the most effective ways to reach your clients and prospects. According to Forrester , people are twice as likely to sign up for your email list as they are to interact with you on Facebook. What Should be Included In a Financial Advisor Newsletter?

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Inside Information

APRIL 26, 2024

I’m in the early stages of writing a book about my experiences over 40+ years in the financial planning profession (is anybody going to want to read it?). The Financial Services Institute would tell regulators that they would be ‘forced’ to give up their smaller accounts if they were regulated as fiduciaries.

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FMG

FEBRUARY 27, 2023

We get the pleasure of building website for a variety of financial advisors, including these amazing female-led firms. From their intuitive design to the way they market their businesses, these examples are sure to wow you. Read on to learn more about each website and why we chose to include it on our list.

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Carson Wealth

AUGUST 16, 2023

Ryan Detrick, Chief Market Strategist “It’s not what you look at that matters, it’s what you see.” Not surprisingly, many claimed this was a sign the consumer was tapped out and simply spending and buying everything on credit cards. Maybe more credit debt shouldn’t be a surprise?

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FMG

FEBRUARY 3, 2023

Did you know that 55% of visitors spend less than 15 seconds on your website ? This stat is so important because it means that you don’t have a lot of time to draw them to your website! First impressions are everything, and this is a very small window for you to turn your visitors into leads and, eventually, clients.

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FMG

OCTOBER 14, 2022

One of our favorite parts of working with our financial advisors and broker-dealers is the reveal of each new website. It’s so exciting to see the unique personality and perspective of each advisor expressed through a website. Financial Freedom Wealth Management Group. Peabody Wealth Advisors.

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Random Roger's Retirement Planning

NOVEMBER 24, 2023

Last year on Black Friday, I was all set for a nice long day of football and internetting when sure enough, a half hour into the first game we got dispatched for a structure and so I was gone all day. I'm starting in on this post mid-afternoon and so far, no structure fires or any other calls for service!

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Clever Girl Finance

JANUARY 9, 2024

Get a better understanding of this type of life insurance and whether it’s the best choice for you or not. Table of contents What is cash value life insurance? Types Expert tip: Use the cash you earn Cash value life insurance versus term life insurance Pros and cons Who should and shouldn’t apply for cash value life insurance?

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Discipline Funds

JANUARY 12, 2024

How much money did those guys lose out on by not having that instrument approved so long ago? In my view it’s even better than holding the real thing because you don’t have to worry about losing your keys. Further, you have the problem of trying to manage the portfolio skew that comes from an instrument like that.

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eMoney Advisor

FEBRUARY 7, 2023

Financial planners, there is no better time than now to make a few digital connections to help expand your knowledge and advance our profession. As we celebrate the achievements and legacies of Black Americans this month, I’ve curated a list of six Black financial planners and other finance pros who have interesting stories to tell.

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Good Financial Cents

AUGUST 11, 2022

I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. If you have a million dollars to invest or anywhere close to that, the steps below can help you grow your money so it lasts a lifetime. We may be compensated if you click this ad. Ads by Money. Pay off debt.

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Darrow Wealth Management

AUGUST 28, 2023

On the bright side, you only need to get through it once. But many business owners aren’t ready for the process and risk leaving money on the table as a result. With many sellers relying on the sale to fund their retirement and lifelong financial goals, getting it right from the start is critical.

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eMoney Advisor

NOVEMBER 22, 2022

As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would you be taking financial advice from another financial planner? This means engaging in the same soul-searching and sharing you expect—and want–of your clients.

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Dear Mr. Market

MARCH 17, 2024

Market : If your alma mater or favorite college team did not make the tournament on Selection Sunday, we’ve got another option for you! Even if you don’t like or follow college basketball, we think you’ll enjoy what we pioneered and have put together. Click here or below to see or enlarge the entire bracket for 2024.

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Cornerstone Financial Advisory

JANUARY 29, 2024

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing.

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Diamond Consultants

JANUARY 10, 2023

The onset of the new year is something of a Rorschach test: You see in it what you want to see. For others, it can be a challenging reminder of hardships experienced in the previous year and the continued demands on your time and wallet. Reflect on past failures. It’s no secret that our industry skews older.

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