#financialadvisors 검색 결과
94% of independent financial advisors are “very satisfied” with their independence, and 65% would leave NJ to keep it if new IC rules are adopted. Independence matters—for advisors & their clients. #FinancialAdvisors #IChooseIndependence
🔊Registration for the 2026 #NAPA401kSummit is officially live: bit.ly/3XWZCFn If you've been waiting for the right time to attend the NAPA 401(k)Summit, this is it. Join us in Sunny Tampa, along with thousands of #financialadvisors for #TheAdvisorExperience! #401k
Miss a market move? Not with Dow Jones NewsPlus. ⏰ In our latest "One Minute with Joe" demo, @joecapp11 shows you how the customizable watchlist feature helps #FinancialAdvisors get real-time, targeted news on the stocks that matter most. Learn more about Dow Jones NewsPlus:…
Combining practices can empower next-gen advisors. As Scott Danner says, “You’re not looking for another you, but a better we.” Success is about aligning goals! Read more here: ow.ly/kClt50WJMPk #FinancialAdvisors #NextGenAdvisors
💼 Financial advisors: Does your CRM help or slow you down? We compared 8 top CRMs for RIAs, wealth managers & advisory firms — features, pricing & best use cases. 📖 Full comparison: bit.ly/41pkoQG #CRM #WealthManagement #FinancialAdvisors
At @ExchangeETF, attendees move beyond the noise and into conversations that matter—ones that sharpen perspective, deepen insight, and happen in a space designed for connection. #ExchangeETF #FinancialAdvisors #FinancialAdvisor #FinancialServices
The trailing 12-month P/E ratio can mislead investors. @jennifer_nash12 explains why the P/E 10 offers a clearer view and what today’s reading tells us about market value. 📺 Watch Jen’s full breakdown below. #Economics #Markets #FinancialAdvisors #Investing #Economy
#FinancialAdvisors who facilitate effective, values-led conversations can have broader and deeper relationships with their clients.
💻 If you've been thinking about leveling up your client base, now is the time. In tomorrow’s webinar, Chris Smith shares a proven roadmap for attracting and retaining high and ultra-high net worth clients. Register today: hubs.li/Q03zwZwb0 #FinancialAdvisors
For financial advisors, growth starts with a steady stream of quality leads. Discover proven lead generation strategies designed to build trust, attract clients, and drive long-term success. #LeadGeneration #FinancialAdvisors #B2BMarketing #BusinessGrowth businessdataprospects.com/insights/lead-…
Most advisors ask clients what they want… but the real magic happens when you give them 3 clear plans to choose from. ✅ Builds trust ✅ Boosts engagement ✅ Increases case size Watch the video 👉 youtu.be/7Ix6Zct2Xx8?si… #FinancialAdvisors #SalesSuccess
youtube.com
YouTube
How to Help Clients Achieve Their Goals (and Say YES to Your Soluti...
What’s more important than adding AI to the tech stack? At top firms, it’s educating their advisors about the technology. #AI #financialadvisors #wealthmanagement bit.ly/4pZc0lL
Competition doesn't wait for you to catch up. @dianacabrices gives us the hard truth about expectations of modern financial advisors. #FinancialAdvisors #EstatePlanning
The most successful #financialadvisors understand that their biggest job is not to be a financial whiz, but to be a behavioral coach. Here are 4 common behavioral biases that can erode your clients’ wealth, and how you can coach them to a better outcome. spr.ly/6011Agpg3
Do you need to survey #FinancialAdvisors, but face budget constraints? Problem solved: *Q&A: Financial Advisors* – @Pollara's budget-friendly #omnibus amongst FAs - is currently welcoming questions for the final wave of 2025. Get in touch soon. Info: pollara.com/qa-financial-a…
Advisors say they’re hosting events and carefully curating their physical surroundings to attract and keep clients. #growthstrategy #financialadvisors #financialplanning bit.ly/3IZBw9x
Cerulli estimates that U.S. #financialadvisors currently allocate $1.9 trillion to less than fully liquid private market strategies and projects this portion to grow to $3.7 trillion through 2029. Find out more in our latest report: cerulli.com/reports/us-pri…
Can a married couple with separate businesses set up individual retirement plans? Find out from Jenny Kiffmeyer, JD, and our ERISA consultants! Read more: ow.ly/Rsai50WReyO #RetirementPlanning #FinancialAdvisors #TexasBusiness
At the Raymond James ICD West Top Advisor Retreat in scenic Coeur d’Alene, Idaho, Thornburg-sponsored stress-mastery expert Heidi Hanna shared strategies for boosting energy and resilience in high-stress environments. Many thanks to Heidi for helping #financialadvisors thrive and…
Advisors say they’re hosting events and carefully curating their physical surroundings to attract and keep clients. #growthstrategy #financialadvisors #financialplanning bit.ly/3IZBw9x
"My younger clients have a visceral reaction to the office environment," one advisor told @NECGOfficial. "They want to know the fees are going to the bottom line, not to our overhead." #clientmanagement #RTO #financialadvisors bit.ly/45r3UdL
What’s more important than adding AI to the tech stack? At top firms, it’s educating their advisors about the technology. #AI #financialadvisors #wealthmanagement bit.ly/4pZc0lL
When a potentially compromised client calls, quick and decisive action is crucial: #financialadvisors #cybersecurity #fraud bit.ly/46YmyIX
Step into the role of equity grant guide with everything you need—all in one platform. Grantd helps advisors bring clarity and strategy to clients who need it. bit.ly/4eTxWtn #FinancialAdvisors #EquityCompensation
New Office Hours episode! 🎙️ Steve & Will unpack the AI overload hitting advisors — and when it’s actually worth adopting new tech. Watch now 🎥 youtu.be/1kd1LCBpWH4 Listen 🎧 open.spotify.com/episode/7tiefG… #FinancialAdvisors #AI #FinTech #OfficeHours #Quivr
Finding a trusted financial advisor is getting harder. With retirements rising and demand surging, start early, vet carefully, and build the relationship now to ensure expert guidance when you need it most. #financialadvisors #financialplanning bit.ly/4gSxYTj
💡 Elevate your expertise with NAPA’s Retirement Income Specialist Certificate! Turn savings into sustainable retirement income. Start your journey today! ow.ly/NqM050U8js1 #RetirementIncome #FinancialAdvisors #RetirementPlanning
If you measure today’s success by tomorrow’s standards, you’ll always feel behind. 🏃♀️💨 Advisors, it’s okay to slow down—celebrate progress, not just the finish line. 🌿✨ That’s how real legacy builds. 💫 #SuccessionPlanning #FinancialAdvisors #LegacyPlanning
Growth doesn’t stall from lack of effort. It stalls from too much complexity. Confused prospects don’t convert. When in doubt: – Simplify the message – Simplify the offer – Simplify the process Clarity wins. Every time. #Marketing #FinancialAdvisors #BusinessGrowth
Focal Raises $5 Million Seed Round #AI #Productivity #FinancialAdvisors #AIMeeting #PerformanceCoaching #WorkflowAutomation #AdvisorTools #SeedRound #Funding #Focal thesaasnews.com/news/focal-rai…
With a unified workflow, you can focus on advisory rather than documentation and delays. Learn more @ eqbac.com. #EQBAC #FinancialAdvisors #WealthManagers #GlobalInvesting #CrossBorderInvesting #Investmentmanagement #GlobalTrade
AI isn’t a ripple—it’s a tidal wave. 🌊 The future is here, and the question isn’t if AI will change our industry—it’s how fast. See the full article here: financialservices.org/fsi-voice/ai-i… #AI #FinancialAdvisors
Big Commonwealth teams say goodbye to that firm and hello to @RaymondJames and @Cetera this week. See details on those moves and notable deals. #financialplanning #wealthmanagement #financialadvisors bit.ly/3J3VtMw
Firms that rely on clunky old tech and outdated practices do their advisors a disservice. @Osaic_inc’s Matthew Schlueter offers guidance on how to do a refresh. #financialadvisors #AI #tech bit.ly/42uPYNE
🧐Q: Can You Revoke Your Social Security Application? 💡A: ow.ly/Wy4S50X97Hh #RetirementPlanning #SocialSecurity #FinancialAdvisors
Advisors: Clients asking about interest rates? We recently joined @Wealthbox to discuss Turning Interest Rate Concerns into Advisor Opportunities. You can view the replay here: bit.ly/Max_Wealthbox_… #FinancialAdvisors #WealthManagement #CashManagement #RIA
.@CPIWealth to more than double its AUM tally with its purchase of @Sageviewadvisor. #financialplanning #wealthmanagement #financialadvisors bit.ly/3KJ0MBt
Upcoming October Webinars! Join Advisor Legacy for insights on growth, valuation & succession. Protect your equity & plan your future. 👉 Register: Business Valuations: hubs.li/Q03Lmp9q0 Sell & Stay: hubs.li/Q03LmrTJ0 #FinancialAdvisors #WebinarSeries
94% of independent financial advisors are “very satisfied” with their independence, and 65% would leave NJ to keep it if new IC rules are adopted. Independence matters—for advisors & their clients. #FinancialAdvisors #IChooseIndependence
#FinancialAdvisors who facilitate effective, values-led conversations can have broader and deeper relationships with their clients.
Financial pros: Portfolios are great—if the executor knows they exist. We help clients finish the plan. Let’s work together. #EstatePlanning #FinancialAdvisors #NEXsteps
Congrats to FP 2025 Rising Star @moniqueastreet! As a fierce advocate and financial advisor for military families, she works with government officials to address systemic issues like spousal unemployment and food insecurity in military communities. #risingstars #financialadvisors…
Combining practices can empower next-gen advisors. As Scott Danner says, “You’re not looking for another you, but a better we.” Success is about aligning goals! Read more here: ow.ly/kClt50WJMPk #FinancialAdvisors #NextGenAdvisors
The @Get_Elements One-Page Plan: a breath of fresh air in a world of complexity. A simple, clear snapshot of what actually matters to your clients. It is financial planning, simplified. #FinancialAdvisors #FinancialVitals buff.ly/4ecntIa
Congrats to FP 2025 Rising Star JW Harris! With a Ph.D. studying the intersection of finance and psychology, he brings a unique, emotionally intelligent approach to planning that focuses on client values. #risingstars #financialadvisors #NexGen bit.ly/4mrN0AF
Congrats to FP 2025 Rising Star @jaredtanimoto! Once the youngest president of the FPA of Orange County, he’s been a leader in pro bono service and mentorship for future advisors. #risingstars #financialadvisors #wealthmanagement #NexGen bit.ly/4mrN0AF
💼 Financial advisors: Does your CRM help or slow you down? We compared 8 top CRMs for RIAs, wealth managers & advisory firms — features, pricing & best use cases. 📖 Full comparison: bit.ly/41pkoQG #CRM #WealthManagement #FinancialAdvisors
Our avatars are crafted from real advisors' faces, voices, and expressions—creating videos that are human, personal, and on-brand without live production costs. See them in action: tinyurl.com/ycyp3c8y #AIforAdvisors #FinancialAdvisors #MarketingSupport
Data reveals the truth: Firms with strong digital and multi-channel communication strategies typically see double-digit improvements in client retention and AUM growth. #WealthTech #FinancialAdvisors #ClientRetention
At the Raymond James ICD West Top Advisor Retreat in scenic Coeur d’Alene, Idaho, Thornburg-sponsored stress-mastery expert Heidi Hanna shared strategies for boosting energy and resilience in high-stress environments. Many thanks to Heidi for helping #financialadvisors thrive and…
Attending RIA Edge #Nashville? Make sure you catch a roundtable featuring our team members Samantha Marinelli, Alex Stokes, and Sophie Shields! They will share tips for #FinancialAdvisors looking to elevate their media presence. Don't miss these insights!
✨ In Case You Missed It! The webinar “Advisor-Centric AI” featuring Alexander Kearns, CEO of DashDasher, is now available for on-demand viewing through the Investments & Wealth Academy. 👉 Access now: hubs.li/Q03HLWch0 #AI #FinancialAdvisors #ContinuingEducation
In honor of National Sherlock Holmes 🕵️ Day I am Once Again asking AI 🤖 the Age Old Question: What would Sherlock, 🎩 Watson, Moriarty & ✒️ Doyle look like as #FinancialAdvisors?
In honor of National Bugs Bunny Day I am Once Again asking AI 🤖 the Age Old Question: What would 🐰 Bugs, 💥 Yosemite Sam, 🐷 Porky Pig & 🐺 Wile E. Coyote look like as #FinancialAdvisors?
The ERISA consultants at the RLC address how a missed deferral opportunity must be corrected to avoid jeopardizing the plan’s tax-qualified status. Learn more: napa-net.org/news/2025/9/ca… #ERISA #RetirementPlanning #FinancialAdvisors #RetirementSavings
We're headed to Carlsbad, CA, for the IFG National Conference, July 30–August 3! Stop by booth 305 to connect with Thornburg and see how we’re helping advisors lead through innovation, adapt to change, and build what’s next. See you there! #financialleadership #financialadvisors
Want to finish the year strong? Start with a purposeful summer retreat. Listen now for practical tips on making your offsite a growth accelerator. hubs.la/Q03rHYXG0 #FinancialAdvisors #LeadershipDevelopment #TeamAlignment #BusinessGrowth #ClientWise #SummerRetreat
Registration is now open for the Youth Financial Advisors Programme, a four-month intensive training targeting #UAE nationals aged 25-32 years old to become certified #financialadvisors with deep knowledge in #FinancialLiteracy. khaleejtimes.com/uae/finfluence…
Something went wrong.
Something went wrong.
United States Trends
- 1. Auburn 46.2K posts
- 2. At GiveRep N/A
- 3. Brewers 65.7K posts
- 4. Cubs 56.8K posts
- 5. #SEVENTEEN_NEW_IN_TACOMA 33.6K posts
- 6. Georgia 68.6K posts
- 7. Gilligan's Island 4,863 posts
- 8. #byucpl N/A
- 9. Utah 25.5K posts
- 10. MACROHARD 4,674 posts
- 11. Arizona 42.1K posts
- 12. Kirby 24.3K posts
- 13. Wordle 1,576 X N/A
- 14. #AcexRedbull 4,304 posts
- 15. Michigan 63.3K posts
- 16. #SVT_TOUR_NEW_ 25.3K posts
- 17. Boots 51.4K posts
- 18. #Toonami 2,997 posts
- 19. mingyu 92.3K posts
- 20. Hugh Freeze 3,283 posts