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THE 21st CENTURY FINANCIAL ADVISOR BLOG

Created for Financial Advisors by a Financial Advisor

The 21st Century Financial Advisor Blog is dedicated to educating you with actionable cutting-edge ideas, strategies, and tactics to best serve your clients, make more, work less, and realize an amazing life-work balance.

August 3, 2022

How to use LinkedIn – for Financial Advisors – Part 2

Using content to your advantage Setting up a LinkedIn profile showcasing you and your services is an effective way...
July 20, 2022

How to use LinkedIn – for Financial Advisors – Part 1

Establish Authenticity So, what does it mean to be authentic? Yes, the heading here is very different from our...
July 14, 2022

Derek Notman Rising Star Award & Wealthies Finalist Press Release

Derek Notman awarded Rising Star Award and is Named a Finalist in the 2022 WealthManagement.com Industry Awards (Wealthies) for...

BLOG ARCHIVE

How to use LinkedIn – for Financial Advisors – Part 2

Using content to your advantage Setting up a LinkedIn profile showcasing you and your services is an effective way to start using the platform successfully as a Financial Advisor. However, your success on LinkedIn will largely come down to the content that you post. I recently published part 1 of this series and touched on how authenticity plays a massive …

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How to use LinkedIn – for Financial Advisors – Part 1

Establish Authenticity So, what does it mean to be authentic? Yes, the heading here is very different from our title: How to use LinkedIn for Financial Advisors, but bear with me, and you’ll quickly find that both these sentences answer the same thing – the humanization of your brand. A brief stroll through my LinkedIn history as a financial advisor …

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Derek Notman Rising Star Award & Wealthies Finalist Press Release

Derek Notman awarded Rising Star Award and is Named a Finalist in the 2022 WealthManagement.com Industry Awards (Wealthies) for Innovator of the Year Thought Leader of the Year (July 14, 2022) — Derek Notman, CFP®  was named one of this year’s Rising Stars in the 2022 WealthManagement.com Industry Awards program. This new awards category recognizes 12 remarkable advisors and executives …

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How to get clients as a financial advisor

The age old question – How to get clients as a financial advisor?  Well, as an actively practicing advisor who’s brought in clients 100% digitally let me answer this question for you below. First, some context.  I believe that Financial advisors form the spine of the financial services profession.  Especially with the industry’s landscape undergoing a dramatic transformation since the …

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Financial Advisor Dress Code for Success

What does the financial advisor dress code for success look like? Ideal employees don’t wear suits. Software engineers only wear hoodies. Tech innovators don turtlenecks. Most financial advisors are taught that to be successful, then we need to dress the part. You want to earn a million, dress like you’ve already reached that point. If you want your handshake to …

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Global Fuel Costs, WFH, and Financial Advisors

Commuting to and from work is becoming increasingly expensive with the rising fuel prices. With these record high gas prices, this surge is impacting all aspects of our lives including our businesses. Did you know that the average price per gallon in statewide California is now above $6 and just over $5 across the entire USA? I recently posted about …

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Does video conferencing kill creativity?

As someone who’s been using video conferencing for some time I know for a fact that Zoom does not kill creativity, especially for financial advisors.  But according to a study, and as reported by Alison Snyder and Erica Pandey of Axios, which you can read here, the cost of Zoom (and other video conferencing methods) is one that essentially kills …

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WFH

Why did you choose to work from home? For me, it was to have more balance in my life.  But what is work from home creep, and how do we avoid it? In a recent LinkedIn post, I shared my thoughts on Work From Home Creep after reading this article by The Atlantic here. Of course, the article is well-written …

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Achieving Balance for Financial Advisors

How to achieve work life balance for financial advisors Being a Financial Advisor has historically been a profession, at least in the early years, where one had to work way over 40 hours a week, miss special moments with their loved ones, spend nights and weekends on the road, all while not having a consistent paycheck. Can we say stressful …

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Improving Financial Advice – A LifeBlood Podcast

How do you go about improving financial advice? You don’t have to ask for personal information on your first call with your client. As financial advisors, we are trained, mind you, in a traditional methodology that doesn’t speak to reason. We’re asking for clients to trust us with their private details, details that they won’t even share with a colleague …

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Riskalyze Advisor Appreciate Award

The Golden Thread That Leads To Recognition – It is through trust that we find appreciation The sharp-eyed financial advisor will note a single golden thread weaved through the last few blogs and podcasts that I’ve had the pleasure to attend and host. It is a thread that I tug ever so often, not because it is part of the …

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Reverse Engineer Client Acquisitions

Everything you do has an end goal, and thus you should begin your client acquisition journey with the onboarding of your new client in mind. Confused? Let’s simplify the thought. You can’t hop into your car and drive, hoping you’ll reach your destination when you don’t even know where you’re going. Even your GPS needs some input, and your map …

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