Nerd's Eye View

JULY 18, 2022

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.

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CFP Recruitment Sales Certification 189

FMG

APRIL 10, 2024

Social media marketing has become a reliable tool for any business or advisor trying to reach a target audience. billion social media users across the world , it’s no shock financial advisors are casting their nets into the social media ocean. We’ll be going over why advisors should use social media.

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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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Sara Grillo

FEBRUARY 23, 2024

That is why I wrote this blog about financial advisor technology tips for those who are not the best with things computer-related. 2 Don’t forget about the free stuff There is a ton of free technology for financial advisors! I’ve found its interface to be not quite as intuitive as Constant Contact.

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WiserAdvisor

SEPTEMBER 1, 2022

If you are thinking about why you should continue meeting with your financial advisor, you have already taken a big step toward securing your financial future – you have engaged the services of a professional. Now, how often you need to meet with your advisor depends on the degree of help needed by you.

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Darrow Wealth Management

JUNE 14, 2023

For example, the tax laws and distribution terms for an inheritance is quite different to the tax and liquidity considerations during an IPO. Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential. What is sudden wealth? What is sudden wealth?

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Management Wealth Management Wealth Advisor Taxes 82

Random Roger's Retirement Planning

FEBRUARY 29, 2024

Flow Financial Planning blogged about something it calls Coast FIRE. It's a play on FIRE which stands for financial independence/retire early. We've looked at this quite a few times favoring the idea of achieving some measure of financial independence but not so much actually retiring early. More quick hits.

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Diamond Consultants

JANUARY 23, 2024

5 reasons why advisors are forgoing what was designed to be a no-brainer deal In recent years, the four wirehouses (and many regional and boutique firms, as well) have rolled out enhanced “retire-in-place” or “sunset” programs for their advisors, such as Merrill’s CTP, UBS’s ALFA, and Morgan Stanley’s FAP.

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Carson Wealth

FEBRUARY 29, 2024

Let’s take a closer look at estate and gift taxes and how you can approach them with a financial planning mindset. Why do you have to pay taxes on money you’re giving away? Why is it the government’s business how much you give and to whom? Then, she meets with her financial advisor to review her estate plan.

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FMG

SEPTEMBER 6, 2023

When trying to stand out from the competition as an advisor, there are different approaches you can take to set yourself apart. Why is this such a good tactic? Read on to find out why and how it can help you. It’s great for someone starting out, as you have not quite gained the reputation of much larger firms.

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FMG

SEPTEMBER 29, 2023

When trying to stand out from the competition as an advisor, there are different approaches you can take to set yourself apart. In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Seen On” section on their site. Absolutely not!

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Random Roger's Retirement Planning

NOVEMBER 24, 2023

In my internetting today, I stumbled into an article at FA Mag titled Should Clients Know Their Advisor's Net Worth ? If an advisor is 35-40, they're not going realistically going to have a million bucks unless they came from money or did something like played a sport professionally. Definitely answer the question directly.

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Integrity Financial Planning

JANUARY 20, 2023

It can be quite easy to find strong, lifelong friendships when you have greater mobility and more time to find communities that share your interests. The post Why You Should Consider Helping with Your Family’s College Expenses appeared first on Integrity Financial Planning, Inc.

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FMG

FEBRUARY 20, 2024

For advisors, there’s one season out of the year that creates a buzz and is the perfect time to boost engagement: tax season. Why Tax Season is Great for Engagement Tax season is a hectic time for people because they want to ensure their taxes are done right. 5 Tips to Engage Prospects During Tax Season 1.

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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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WiserAdvisor

AUGUST 18, 2023

When it comes to personal finance, the guidance of a financial advisor can help you in more ways than one. These experts have the necessary financial knowledge and expertise to help you make informed decisions about your money, investments, and future financial security. Financial advisors charge a fee for their services.

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BlueMind

APRIL 19, 2022

With social distancing mandated everywhere and the public advised to remain inside their homes, many businesses had to face major layoffs, temporary closures, and severe financial strain. Independent financial advisors are no exception to that. Let’s find out how independent advisors can benefit from this.

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Darrow Wealth Management

NOVEMBER 20, 2023

This is why it’s not typically advantageous for high-earners to do Roth conversions while working. As you consider your cash runway and resources, remember to consult your financial and tax advisors to discuss taxes, penalties, and distribution rules. This is quite advantageous.

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FMG

JUNE 28, 2022

With tips on how to tell great stories to showing your value as an advisor to prospects and much more, this is a “must-read” roundup. Give your readers a clear “why” Learn more about each tip in the full article. The Financial Advisor’s Guide to Google Optimize via Three Crowns Marketing.

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Sara Grillo

JULY 18, 2022

I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” If you are a new advisor or are looking to get into the industry, listen to the story of Jon Luskin. I am a CFA® charterholder and I used to be a financial advisor.

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Steve Sanduski

MAY 16, 2023

For being at such an early stage, AI tools are quite user-friendly, so jump in and start using them. Geoffrey Hinton, a Turing Award winner and AI pioneer who’s been dubbed “The Godfather of AI,” recently quit his job at Google and is now raising the alarm about AI. Each day you delay is a week’s worth of decay. Where is AI heading?

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Indigo Marketing Agency

NOVEMBER 16, 2021

Many times advisors ask me, “What should I blog about?” So, today I want to share an example of a great financial advisor blog post that was both really successful and really memorable. Plus, I’ll show you how you can replicate its success for your own financial advisor blog. In Steve’s case, he had all three.

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Walkner Condon Financial Advisors

JULY 8, 2022

We have experienced quite a start to the year. Why Does It Matter So Much? The reason why recessions matter so much to economists is that they indicate the slowing of an economy and can lead to many negative consequences such as job losses, companies going out of business, and prolonged stock market volatility. Nate Condon.

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Your Richest Life

OCTOBER 15, 2023

Over the course of your career as a physician, your income will change quite a bit. To protect yourself and your finances, you can have a contract attorney review them, and work with a financial advisor to make sure you’re not getting in over your head. For more information on the services offered, contact Katie today.

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eMoney Advisor

NOVEMBER 14, 2022

Financial professionals are forever searching for better ways to serve clients and grow their businesses. Our research shows that advisors who adopt a planning-led approach are able to offer more complex plans to more people—and charge a premium for those plans. But it’s not quite that simple.

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Trade Brains

APRIL 22, 2023

A beginner’s guide on how to invest your first Rs 1000 in Stock Market (Updated): Learning how to invest your first Rs 1,000 in the stock market is a significant step towards starting your financial journey and future investments. If you are a working guy/girl, it will be quite easy for you to find such companies.

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Steve Sanduski

AUGUST 4, 2022

It’s been clear for quite some time from industry data and personal experience that net organic revenue growth of RIA firms is quite low when you, by definition, exclude market movement. Organic growth is the lifeblood of a business and without it, you are at the mercy of volatile financial markets. Crunch the Numbers.

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Diamond Consultants

NOVEMBER 15, 2022

With The Clash ringing in their heads, advisors often get stuck when trying to answer the proverbial question: “Should I stay or should I go?”. In their 1982 hit, “Should I Stay or Should I Go,” English punk rock band The Clash asks a compelling question of financial advisors. (OK, So what does “well served” look like?

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FMG

MARCH 22, 2023

Whether advisors want to boost their SEO, increase site traffic, or generate leads, blogs always help. These are just some of the reasons that you see so many financial advisors starting to add blogs to their regular content schedule. That’s why we recommend you have a title for your blog. Let’s jump in.

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Diamond Consultants

AUGUST 9, 2023

But there are 6 common reasons advisors get stuck in the status quo. It’s a natural progression, especially on the heels of extended bull markets when most advisors are enjoying record success. It starts with advisors falling into refrains like, “I am crushing it financially. Things could be a whole lot worse.”

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Indigo Marketing Agency

AUGUST 24, 2020

Marketing for financial advisors can be frustrating because no one really tells you what works and what doesn’t. When I talk to advisors who are investing heavily in their marketing and not seeing results, I often find out they’re paying exorbitant prices for certain services. We’re talking: $3,950 a year on their website.

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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. Do they have something to look forward to?

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Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Quite a bit of discovery from one sentence filled with planner-speak! . Registration Standards for Financial Advisors.

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Fortune Financial

OCTOBER 31, 2023

The yield on the ten year Treasury note briefly passed 5% recently, the highest yield on the ten year note since before the financial crisis of 2007 – 2009. The post How Inflation Altered the Stock – Bond Relationship appeared first on Fortune Financial Advisors.

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FMG

DECEMBER 21, 2022

The following tools were selected to help financial advisors and, in our experience, offer the best benefits without adding additional costs. From working with advisors over the years, we’ve found that Google Search Console is the best tool for helping improve SEO. The Best SEO Tool for the Job. Step 1: Verify Your Site.

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Good Financial Cents

AUGUST 11, 2022

Ad Robo-Advisors move with the market to ensure your investments. Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. An advisor can put crucial information within your reach for better financial health.

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Random Roger's Retirement Planning

OCTOBER 5, 2022

If something "works" more often than not and I feel like I understand why it works as a diversifier then that will be good enough for me to use it in moderation, realizing that occasionally it won't "work." So far, the current bear market doesn't seem to have anywhere near the credit risk of the financial crisis. Hey, we're in Maui!

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