The new SEC Marketing Rule 2021 is a gamechanger that will bring new dimensions to several important parts of financial advisor compliance such as testimonials,
All the financial advisors sound the same on LinkedIn and it’s pathetic. Follow these financial advisor LinkedIn profile page tips to get a page that
I think blocking on LinkedIn is something people do not do enough of. I blocked a bunch of losers recently and it felt great. For
It makes me sick to think about the extent to which financial advisors are ignored, blown off, breadcrumbed, and even subtly deceived by deadbeat CPAs
Today we’re going to be taking about financial advisor video marketing. We’re kicking it with Kate Holmes, the host of the Innovating Advice Podcast, a
In this blog/podcast, I discuss 9 of financial advisor elevator pitch examples. You can use these when meeting prospects on LinkedIn, in person, or through
This January, I experimented with LinkedIn messages and postings and I got some of the best results of my ten years on the platform. I’m
In this podcast I speak with Brad Wales, the founder of Transition to RIA, about the differences between being an in-house broker-dealer rep and having
This is a very serious and important message. Please talk to your clients about Robinhood ASAP and teach them how to protect their kids. Young
Why do financial advisor brands stink so badly? Bland colors, boring company names, the same old tired fonts and logos. Oh, please. Get some personality
