Why Financial Advisors vs. Financial Experts

Multifamily Insights: Why Financial Advisors are NOT Financial Experts with Chris Miles, Ep. 415

casmoncapital casmoncapital | 1 year ago

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Multifamily Insights: The GPS to Financial Freedom with Joey Mure, Ep. 403

casmoncapital casmoncapital | 1 year ago

Joey Mure, Founder and Partner at Wealth Without Wall Street, brings impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, a devoted husband, and a faithful father. We talked to Joey about building financial freedom, the importance of investing in what you love, and his GPS process (goal, plan, support). Announcement: Get Your Ticket for MFINCON and Save $200 using Promo Code: CASMON [00:01 – 04:58] Opening Segment Joey talks abou...

The Best Marketing Ideas for Financial Advisors | ReminderMedia

remindermedia remindermedia | 2 years ago

Marketing for financial advisors is much like marketing for providers of other professional services. You need to ensure you direct your marketing toward a well-defined audience. Your marketing should tell a compelling story. It must offer your audience something of value. And best practices require it include a call to action. But unlike marketing for... Read more »

9 Lead-Generating Postcard Marketing Ideas for Financial Advisors

remindermedia remindermedia | 2 years ago

Because you’ve found this blog, I’m assuming that you’ve at least thought about including postcards as part of your marketing plan. Since ReminderMedia sells postcards for financial advisors, I think that’s terrific, and I’m including below plenty of the postcard ideas you were hoping to find. However, there are 3 points you might want to... Read more »

2021 Financial Advisors’ Guide to Client Gifts Under $100

remindermedia remindermedia | 2 years ago

A dollar isn’t worth what it used to be, but try telling that to the Financial Industry Regulatory Authority (FINRA). It’s been nearly 30 years since the FINRA gift rule last adjusted the client gift allowance from $50 to $100. For a financial advisor restricted to such a piddly amount, finding a gift that shows... Read more »

nationalmortgageprofessional nationalmortgageprof... | 1 year ago

Industry News Commonwealth Capital Acquires Excel Financial & Frankel Financial Keith Griffin Jun 01, 2022 Pennsylvania company will provide mortgage financing on the East Coast. Commonwealth Capital and its affiliates today announced the acquisition of substantially all assets of Frankel Financial Corporation and Excel Financial Corporation. Al...

5 tips for rookie financial advisors from wealth management veterans

mcdanielrealestatesystems mcdanielrealestatesy... | 2 years ago

We asked what experienced planners wished they knew when they started out. Here’s what they had to say.

J.P. Morgan adds hundreds of financial advisors as profits slip

jakeandgino jakeandgino | 3 years ago

As CEO Jamie Dimon faced questions about a potential recession, the firm’s wealth management units displayed continuing headcount growth.

Here are some tips for buying a home in a cooling market, according to top-ranked financial advisors

Broadcast Media Production and... Broadcast Media Prod... | 1 year ago

Becoming a homeowner can be challenging enough under good circumstances. Add in higher mortgage rates, elevated home prices and unrelenting high inflation — i.e., the current home-buying environment — and it may feel decidedly unattainable. The average rate on a 30-year fixed-rate mortgage has been trending above 7% for most of October, more than double the 3.3% heading into 2022, according to Mortgage News Daily. Meanwhile, the median list price for a home in the U.S. was $427,000 last mont...