How do you advertise?

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Posting as :
works at
You are currently posting as works at

Facebook, and through my email list

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FA1, how are you using Facebook?

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I hired a digital team recently, but before then it was more traditional print ads in the local newspapers, some billboards, and less radio. But here’s the problem, I have two saying. 1) You can’t manage what you can’t measure. And, 2) a third of my advertising works; I just wish I knew which third. Consumers (you and me included) aren’t great at paying attention to (or even realizing) which forms of marketing are swaying our decisions.

Who did you hire for your digital team and what do they do for your practice?

Take my shirt off and flex by the street

Broadridge Advisors!

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Hi Tamil Folks 👋

Created a dedicated bowl for Tamil Professionals for discussing offers, sharing referrals, gossiping, confession etc. , Interested folks please do join

https://joinfishbowl.com/bowl_qavfspaouv

And other language ppl please dont judge me or call me language racist , just taught would be nice to have a bowl for tamil people thus this one. You too are open to join if you’re willing to. Thanks 🙏

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Hi Fishes,

Referrals opportunity in UST for those who are serving notice currently and immediate joiners.

If interested dm me,happy to help..

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I have 7 years experience in sales. But I am relocating from North Carolina to Massachusetts.

Would anyone happen to know any great companies hiring?

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Saw a marketing specialist role at KPMG Toronto and a marketing associate role at Deloitte Toronto. Currently in marketing at BCG. Could someone help provide me with a referral?

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How do you handle people who deny climate change and global warming? It happens way more than I'd like it to when I tell people what I do for a living. I used to ignore it, but I want to start clapping back at them.

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1. Can anyone please share their views on WLB and growth at EXL Analytics division?
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Does the electric cord of liberty spark in your heart?

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Ladies do you buy shoes from psohmark or other secondary hand shoes places?

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I'm currently of the humble opinion that your average CPA is essentially brain dead on the topics of strategic partnerships and reciprocal referral relationships.

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Hi
Applied for a position in Johnson and Johnson Canada. Reached the final round 3 weeks back. After not getting any updates I emailed the HR a couple of weeks back. They responded back telling me that they’ll have an update for me the next week. Again I emailed them on Thursday asking if they have anything for me before the long weekend ( Good Friday & Easter). No response whatsoever. Will emailing them again be inappropriate? I desperately need this job

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Can we reimburse domiciliary expenses in PwC india?

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Additional Posts in Independent RIA

Anyone familiar or use Elite Resource Team? Looking to explore their Team Based Model .

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

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Are any RIAs charging for maddening 529 plans? If so, how?

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For those of you out there that are your own independent RIAs, what performance/billing reporting software do you use? I researched multiple providers when I first set up my single man shop......

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RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

Anyone have any experience with xy planning network? Thoughts?

Hello Everyone! I am newer here and just wanted to say hi and introduce myself! I work with a Hybrid Independent RIA. If you are an FA curious about Independence or are considering a move, feel free to reach out to me here or directly on my cell. 205-218-6962. Have a great day!

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Average salary for a Senior Associate who’s in the process of getting their CFP?

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ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?

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Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.

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Texas FA’s when is your office re-opening?

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Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

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Any advice for someone in the middle of a merger?

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How many times do you follow-up with clients for an annual review? Do you email and call? I have emailed twice (no calls yet) but no response from the client. Keep trying or wait for them to reach out to you at this point?

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My wife left her job that provided us health insurance for a reasonable rate. So I’m finding myself searching for some reasonable alternatives. What are you guys doing? Any cooperatives?? Or what??

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At what point do you fire a client? I have a 49 yr old client w/drawing $50K out of a $72K IRA (trad) to “pay off her home”, a move I completely disagree with/advise against.

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Any thoughts on TD Ameritrade Institutional as a custodian? Used to NFS/Fidelity, TDA seems much more efficient and user friendly.

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