5 great productivity apps for Financial Advisors As a Financial Advisor, you have plenty on your plate. From juggling client meetings and managing your business to maintaining compliance, marketing for new clients and offering the best possible experience. You’re likely working through a variety of tasks daily so here are 5 productivity apps to help you get more done. For …
The secret to content creation and how to create social media content as a Financial Advisor Before we jump in let me tell you the number one secret to getting the most from your content creation. GO WHERE PEOPLE ALREADY ARE AND BE PRESENT! 59% of the world’s population uses social media with 54% of consumers using social networks to …
How to Start a Podcast – A (Financial Advisor’s) guide to podcasting You might not know this about me yet, but I’m a podcast host. Along with my friend and fellow Financial Advisor and FinTech CEO, Adam Holt, we have a podcast called Rethink – The Financial Advisor Podcast. If you’re an advisor, entrepreneur, or something in between and want …
Conneqtor Partners with FMG to Help Financial Advisors with the Implementation of Proven Marketing Best Practices Industry leaders band together to spearhead advisor growth by drawing on Conneqtor’s proven training program and FMG’s easy-to-use, all-in-one marketing technology platform. To be successful, Financial advisors need a combination of concept-to-tactics training coupled with tools to execute on their training. To that end …
How to get clients as a financial advisor who leads with advice If you’re a Financial Advisor, independent or not, it’s your responsibility to get more clients by marketing your services. So, where on earth do you start when it comes to selling your products and services? This is a question I am asked a lot by other advisors as …
Becoming an independent financial advisor and starting your own RIA isn’t all easy. But it can also be one of the best decisions you can make if going independent is the best thing for you and your clients. As someone who did it myself back in 2021 the journey, process, and good & bad of it all are still fresh. …
Thanking your clients for their loyalty and support Sending gifts to others is a great way to show them that you care for and appreciate them. But this does not have to be limited to family and friends. Sending your clients gifts, whether it be in celebration of a holiday, the end of a year, a new home, a birthday, …
How to start an RIA? A question a lot of advisors are asking. What would it mean to you if you left your present financial firm and went out on your own? Would this mean more time to spend with your family? Achieving a better work-life balance? Getting to be picky about the clients you choose to work with? Keeping …
More Creator Mode features for Financial Advisors Did you know that approximately 20% of people looking for help with investing say that LinkedIn is the best platform to use when they want to learn new information? In fact, more than half of the users found on LinkedIn are decision makers who take advantage of the platform to determine what companies …
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 …
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 …
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 …
