Twitter Spaces: Financial Planning For Diverse Groups
On a recent Twitter Spaces, VettaFi's financial futurist, Dave Nadig, led a discussion with multiple guest speakers in regards to financial planning for diverse groups.
Source: etftrends.com
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Branding With Anna N'Jie-Konte
The next time you have a few moments, Google image search the terms banker, stockbroker, and financial advisor.
Source: etftrends.com
A link to ink leads to a tattoo artist advisory niche
Colton Etherton admits he was nervous about carving out such a unique niche, but he now knows he made the right decision.
Source: investmentnews.com
State-regulated advisers jockey to add testimonials to marketing
Smaller state advisers want to be able to post client testimonials, quote them in ads when bigger SEC-registered firms get the greenlight.
Source: investmentnews.com
More advisers are abandoning traditional offices for remote worksites
The New Normal: More advisers are abandoning traditional offices to work from home After more than a year of working remotely, financial advisers and their clients are embracing the upside of virtual interactions and remote worksites. May 10, 2021 5 MINS With the pandemic-induced remote work rules and social distancing now into its second year, a growing number of financial advisers are embracing the idea of working from home as just plain working. While the forced shutdowns hurt a lot of industries and individual businesses, financial planning in general not only surviv...
Source: investmentnews.com