Financial advising with a

post img

Financial Copywriting and the Curse of the Copycat

Finding your voice in an industry where every topic has been covered. I am blessed with amazing financial advisors who attend my monthly Financial Copywriting Office Hours. They are thoughtful, honest, and they ask great questions.  Here’s one question that an advisor asked recently. How can I get over the feeling that anything I write […]

07.16.19 | Natalia Autenrieth, CPA | 0 Comments
post img

Is Your To-Do List Killing You?

One tip to make your to-do list work for you — not against you What do you see when you look at your to-do list? Highly specific action steps — or vague ideas that make you want to bang your head on your desk instead of getting to work? What does a vague to-do list […]

06.26.19 | Chris Belfi | 0 Comments
post img

Beyond a Logo: Financial Advisor Branding that Resonates

Pulling back the curtain on brand identity Ask anyone to describe what makes strong financial advisor branding, and they’ll likely start with a list of the obvious. Logo, colors, fonts and a catchy motto or slogan … While all of these elements are certainly parts of a brand identity, in the grand scheme of things […]

06.22.19 | Eric Lee | 0 Comments
post img

One Tip to Improve Your Relationship with Paper Files

How one gadget under $50 can change your life Do you love to file? I don’t! Most people would rather let a mountain of paper take over their desk than take the time to file it away. Fortunately, you can make your papers easier work with. And in the process, your relationship with paper files might just go […]

06.22.19 | Chris Belfi | 0 Comments
post img

Do Clients Actually Care About Your Client Portal?

Why the answer is typically “No”… and how to turn it into a “Yes!” Technology spending for FinTech is on the rise. Among the many tools available to a typical advisor these days, client portals are at the top of the list. According to the 2018 Financial Planning Tech Survey, 80% of advisors offer an access […]

06.18.19 | Patrick Brewer, CFA, CPA | 0 Comments
post img

An Optimal Client Service Model for Financial Advisors

Go beyond a traditional service calendar to impress clients by crafting an optimal client service model for financial advisors “So, you charge X. What is it that you DO to justify that fee?” OK, so maybe you don’t get asked this point-blank. But this question is probably in the back of mind for your prospects, […]

06.09.19 | Dominique Henderson | 0 Comments
post img

What Can Financial Advisors Learn from Hemingway?

2 Simple rules that will supercharge your writing Ernest Hemingway won a Pulitzer Prize for his book “The Old Man and the Sea.” He used a 4th grade vocabulary to write that book.  That’s right. An average 4th grader can understand every word in that book. And yet, it won a Pulitzer, the most coveted […]

06.07.19 | Natalia Autenrieth, CPA | 0 Comments
post img

Financial Advisor Mindset: A Practical Framework for Getting Results

Watch Those Words – Part 1 Have you ever wondered if there’s a secret to how the top 1% perform?   It’s really not as much a secret as a formula for getting results.  I’ve used this simple formula for years to conjure a winning attitude for tough tasks and to persevere against the odds. […]

06.04.19 | Dominique Henderson | 0 Comments
post img

Best Financial Advisor Marketing Strategy for Under $300K in Revenue

A high-level preview of an upcoming training course on sales and marketing strategy. The question of the optimal financial advisor marketing strategy is not an idle one. Most advisors launch their new firms from a place of a modest financial reserves. At the same time, they get thrown into the deep end of the pool […]

05.29.19 | Patrick Brewer, CFA, CPA | 0 Comments
post img

Why Automation Is the Enemy of Financial Advisor Client Experience

One common mistake advisors make — and 3 ways to get it right With the recent explosion of FinTech, it seems that there is no limit to automation inside an advisory firm. Advisors are racing to streamline their workflows. If there’s an app to automate the financial advisor client experience, they must have it! What’s […]

05.16.19 | Patrick Brewer, CFA, CPA | 0 Comments
lotus position in sex chaterbate คลิป โป๊ ข่มขืน เทคนิคการเลีย 黒木琴音 sinodayuu 透明感抜群・完璧ボディの美少女がご奉仕してくれる 生ハメ・中出しのできるピタコス ソープランド 水川えみる 小野さち子 คลิป sex ฟรี เย็ดลุง احلي نيك عربي ميلفات عرب افلام سكس ياباني مترجم افلام جنس جديده tamilpunda xnxxtelgu jufd-776 北原多香子 草野ゆぅ] 発情彼女 ガチ18歳☆ヤンキー、デビューで盛大にデレる! 女装してお嬢様学校に潜入しようとしたら、間違えて隣の底辺男子校に入ってしまったボク クリトリスを刺激されっ放しでぶっ壊れる痙攣性交 佐々木れい 絶品ボディのオフィスレディ・れい namitha sex photos namitha sex photos desisexvidieo نيك فرسة بورنو باص ข่มขืน อา ดู คลิป ฌ ป๊ xxx hindi rap monkeysex