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.