Virtual Press Conference: VIPs in the Financial Services Industry Reflect on the COVID-19 Crisis and Answer Journalists’ Questions, including: What Would Vanguard’s Jack Bogle Say?
Professional journalists and a small group of interested others (special invitations extended by the panelists) were invited to join a group of investor advocates and fiduciary leaders for a virtual discussion on May 5, 2020 at 3:00 pm ET.
Organized by the Institute for the Fiduciary Standard and “Friends of Jack” and hosted by Impact Communications, this virtual conversation brought leading fiduciary voices and investor advocates together to discuss the legacy of John C. "Jack" Bogle.
In this Swift Chat video conversation, I speak with ACP advisors Hannah Basil Bryant, CFP®, and Chip Simon, CFP®, who explain how the ACP System™ helps advisors maintain their client base (and their revenue) and why their clients feel safe and secure through market downturns, even during the current worldwide health and financial crisis.
Providing insights on tax strategies could be especially helpful for financial planners and their clients right now. No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Reviewing tax returns and providing advice on related planning opportunities can set you apart from the competition. And the good news is that you, as a professional financial advisor, don’t have to become an expert in every little bit of the new and ever-evolving tax code. Nor do you have to maintain a spreadsheet of your own. Now, with the advent of Holistiplan, you can focus more on advising your clients and reassuring them that you are watching out for them, not inputting data and crunching numbers the old fashioned way.
Snappy Kraken Waives Set-Up Fees, Freezes Prices and Enhances their Automated Marketing System for Financial Advisors
Snappy Kraken continues to be proactive on behalf of advisors during these challenging times, retooling their business model to ensure that advisors can benefit from their offerings to better serve clients amidst the current pandemic.
On Thursday, March 26, 2020, Snappy Kraken sent an open letter to all advisors and to WealthTech firms, describing the changes and encouraging the other tech companies to similarly help advisors address their challenges.
Virtual Focus Groups Help Advisors Refine Client Communication Strategies During Times of Extreme Duress
Every investment advisor is facing it: How to stay in contact with their clients and help them to avoid panic and sell off at a market low – especially during this extraordinary time.
With anxiety levels high, advisors have been called on to communicate with their clients to provide them with factual information and calm fears. But how much communication is too much or too technical; or causes more, not less anxiety?
Here’s your answer: Conduct a virtual focus group.
Better yet, let a professional conduct a virtual focus group for you.
Webcast on January 16, 2020 to Reveal Advisor Marketing Trends and What Motivates Current and Prospective Clients to Take Action
Financial advisors who want to understand the changes they will need to make to be a more effective marketer in 2020 will want to attend this webinar and learn:
The Latest Advisor Marketing Trends Revealed in New Study: Over 9.3 Million Data Points Analyzed Prove What Motivates Prospects and Clients to Take Action
This is the most comprehensive report and data analysis ever conducted on advisor-specific digital marketing, and the results set benchmark standards for the 2020 marketing landscape.
For the first time ever, we will be seeing the scientific findings and objective data analysis mined from 14,229 marketing campaigns deployed by financial advisors in 2019.
Walking the Talk: Ed Jacobson, Ph.D. Touched So Many Lives by Modeling Appreciative Listening / Positive Psychology for Us
Our long-time friend and client Ed Jacobson, Ph.D. passed away on Thursday night due to a sudden and severe heart attack. Ed's wife Jody Jacobson, Ph.D. will, of course, continue to carry the torch with the positive psychology and appreciative listening methodology that Ed created and published in his book "Appreciative Moments."
Please help us remember Ed by visiting the Memorial Site below:
Tips for Financial Advisors on Being Different, Standing Out: A Conversation with Claire Aiken and Marie Swift
A few weeks ago, Claire Aiken of Indigo Marketing asked me to be her guest on her marketing podcast. I was delighted to accept. In this 20-minute conversation we discuss:
Pam Krueger of PBS Fame to Headline Interactive On-Camera Media Training at Rockhurst University in Kansas City
Long-time financial services marketing and PR consultants Maribeth Kuzmeski, PhD (www.RedZoneMarketing.com) and Marie Swift (www.ImpactCommunications.org) are for the second time in less than twelve months joining forces to bring the Advisor Thought Leader Summit (www.AdvisorThoughtLeaderSummit.com) to a select group of tenured financial professionals.
The event – which is being billed as an interactive workshop and “media training on steroids” – will take place August 12-13, 2019 at Rockhurst University (http://www.rockhurst.edu).
David Lyon of Oranj On: How Financial Advisors Can Galvanize Relationships with the Right Technology and Client Journey
It’s always exciting to spend time with a visionary like David Lyon, founder and CEO of Oranj, an impressive free wealth management platform for advisors. David’s insights into the financial services industry are based not only on innovative research and all the tinkering and creation that comes with building a digital solution for advisor, but also a decade of experience as an RIA serving his own clientele in Chicago as well. His client-centric approach to fintech sets up some commonsense strategies that can help to protect and grow any independent financial advising business. Speaking with David was a real pleasure.
A transcript of the interview is posted below.
I recently had the pleasure of speaking with Kelly Adams, fee-only financial advisor and founder of Harbor Light Planning. Kelly is a NAPFA-Registered Advisor (National Association of Personal Financial Advisors) as well as a member of the Alliance of Comprehensive Planners (ACP), and during our discussion shared with our listeners how she has used the ACP model and methodology to grow her advisory practice.
Click here to listen to the audio recording.
A transcript of the interview is posted below.
As internet searches increase exponentially, it is vital that financial advisors pay attention to their online presence. Platforms such as the FeeOnlyNetwork.com are dedicated to ensuring that independent, fiduciary advisors are optimally visible online and thus ever more accessible to the general public.
Marie Swift to Lead Marketing Workshop at AICPA Personal Financial Planning Summit January 7-9, 2019
Financial Advisors will Learn How to Harness the Power of a Client Advisory Board
Maribeth Kuzmeski and Marie Swift Announce Interactive Media Training and Thought Leadership Experience
Tenured Financial Advisors are Invited to “Step into the Spotlight” at The Advisor Thought Leader Summit.
Long-time financial services marketing and PR consultants Maribeth Kuzmeski (www.RedZoneMarketing.com) and Marie Swift (www.ImpactCommunications.org) are joining forces to bring the first-ever Advisor Thought Leader Summit to a select group of tenured financial professionals. The event – which is being billed as an interactive workshop and “media training on steroids” – will take place November 9th and 10th, 2018, at the University of Chicago Booth School of Business Gleacher Center (www.GleacherCenter.com).
Marie Swift of Impact Communications On: Building a Strong Online Presence as an Independent Financial Advisor
Many people – including journalists and prospective clients – find new sources and service professionals by stumbling upon them, not searching for a business or person by name. Time and time again we hear stories of advisors who can directly attribute new client activity and business growth to their online efforts – and some have even received surprise television appearance invitations and media requests from journalists seeking qualified experts to help with their stories. The lesson: have a good website and LinkedIn profile, and then add other digital assets over time (for example: a YouTube channel, Facebook page, Google+ profile and/or Twitter stream). After reading this blog entry, be sure to use the Diagnostic Tool (newly updated for 2018) to see if there are gaps in your online presence.
Robb Baldwin of TradePMR On: Selecting the Right Technology and Custodial Solutions for Your Financial Advisory Firm
TradePMR (www.TradePMR.com) specializes in providing custodial services and technology solutions for RIAs. Their technology is proprietary and built by their in-house developers with RIAs in mind. TradePMR supports RIA business without a competing retail division. This specialization gives them the agility and flexibility to respond to each advisory firm’s individualized needs. “You deserve to be on a first-name basis with your back office,” says Robb Baldwin, founder and CEO. I had the pleasure of speaking with Robb in July 2017.
Working with top advisors like David Edwards, founder and president of Heron Wealth (www.HeronWealth.com), is a real joy. I spoke with David to uncover some of his secrets to success. David provides some great insights for fellow financial advisors. There are lots of great ideas and much to emulate here.
Snappy Kraken (www.SnappyKraken.com) is a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. Users can choose from a number of ready¬-made campaigns, each containing combinations of professionally designed and written email drip series, social media posts, ads and more. Clicks, opens, and shares are managed and tracked from within a single dashboard. Snappy Kraken, which took first place in the FinTech Startup Competition hosted by the XY Planning Network in September 2016, is lead by industry veteran and practice management consultant Robert Sofia (www.robertsofia.com). I had the pleasure of speaking with Robert Sofia in May 2017.
Working with top advisors like Tony D’Amico, founder and chief executive of Fidato Wealth (www.FidatoWealth.com), is a real joy. I spoke with Tony to uncover some of his secrets to success. Tony provides some great insights for fellow financial advisors. There are lots of great ideas and much to emulate here.