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  financial advisor linkedin headline: The Social Media Handbook for Financial Advisors Matthew Halloran, Crystal Thies, 2012-06-28 Expert advice for financial advisors looking to make the most of social media platforms Social media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business shows how to make the most of these new tools, offering invaluable advice about how to connect with potential clients in the twenty first century. For most advisors, converting prospects into clients is their top priority, and social media presents incredible opportunities for sealing the deal. Sales don't happen because clients are impressed by complicated charts, they happen because they're impressed by your social media presence, and by properly understanding how to make these new platforms work for you, you'll be positioned to see your business boom. Designed to teach financial advisors how to use social media to better market their services to attract new clients and referrals Presents expert communication advice from top financial advisor coach Matthew Halloran Categorizes communicators in a unique new way Teaches financial advisors how to use social media in new, highly effective ways that they've never even considered An essential resource for wealth managers and financial advisors looking to amplify their marketing message and raise their visibility in a crowded marketplace, The Social Media Handbook for Financial Advisors is the only book you need to make yourself heard.
  financial advisor linkedin headline: The Socially Savvy Advisor Jennifer Openshaw, 2014-12-03 The social media marketing bible for the financial industry The Socially Savvy Advisor: Compliant Social Media for the Financial Industry is the complete guide to creating an effective social media strategy without breaking the big rules. Written by an industry specialist Jennifer Openshaw, alongside Stuart Fross, Fidelity International's former general counsel, and Amy McIlwain, president of Financial Social Media, this book merges marketing basics with FINRA and SEC guidelines to help readers create an effective social media campaign specifically for the finance and investing world. Contributions from industry leaders at Charles Schwab, Citibank, and others provide inside perspective and experience so readers can tap into a new audience. With a focus on compliance, the book clears common hurdles while dispelling myths and outlining effective methods and techniques. Readers also gain access to a website featuring videos, Q & As, tutorials, Slideshare, and a social media policy template. Social media is one of the hottest topics in finance. From solo practitioners to large asset managers, everyone's consumed by how, when, and where to use this new and powerful medium—but guidance is hard to find. The Socially Savvy Advisor covers the entire issue, from platform, to content, to what not to do. Best practices in using social media for advisors and compliance officers Planning for the regulators, vs. failing to plan Challenges with LinkedIn, Facebook, Twitter and other social platforms Elements of a good social media policy Managing the top issues related to marketing and business development, engagement, and compliance With the right plan and the proper technique, social media marketing can dramatically improve client outreach and retention. The Socially Savvy Advisor provides the expert insight, tools, and guidance that shape a robust, effective strategy.
  financial advisor linkedin headline: Social Media Strategies for Professionals and Their Firms Michelle Golden, 2010-11-17 Expert advice on growing your professional service firm or individual practice through social media Showing professionals and their marketers how to accomplish familiar marketing tactics in newer, ways, Social Media for Professionals and Their Firms takes you step by step in putting social media to work for your professional practice. Whether you want to build your own on-line reputation, or are ready to explore new media for corporate marketing and communications, this book is the definitive guide for your strategic approach. Explores why the fastest and most leveragable way to expand relationships today is through the Internet Provides step-by-step approaches to successful professional blogging Discusses high-level strategies for effectively using Twitter, LinkedIn, Facebook, and bookmarking sites Includes pitfalls and success stories featuring notable social media trailblazers Timely and practical, this book shows you why new media is rapidly becoming the core way for professionals to reach their audiences. Whether your firm provides legal, accounting, financial planning, architecture, consultancy, or other services, Social Media Strategies for Professionals and Their Firms will show you ways to better reach and communicate with your customers.
  financial advisor linkedin headline: Linkedin Riches John Nemo, Gregory Rohm, 2014-04-02 What if there was a lead generation strategy or platform available online where you could literally wake up each morning to an inbox overflowing with fresh, hot leads? What if around the clock you had a system that brought you qualified prospects looking to buy exactly the type of product or service you were offering? What if all of that happened without you having to leave your desk? What if this system, this new way of generating leads, freed you up to do the things you loved because it took less time, less expense and less effort than everything else you've ever tried? If you're interested in having that vision become a reality, then you need to read this book! Because I'm going to show you EXACTLY how I made more than $135,000 in just 90 days using LinkedIn. I did it all by myself, and I did it all inside a tiny niche. This isn't some get-rich-quick scheme or push a button and make money type approach. Rather, it's about understanding how to enhance your personal brand, how to leverage LinkedIn's built-in advantages and how to apply the specific type of selling psychology that generates nonstop leads and customers when done correctly. The simple formula I'll teach you works in any niche, takes just a few minutes a day to apply and drives targeted, ready-to-buy prospects to your virtual front door. It doesn't matter what your experience level is when it comes to LinkedIn - literally anyone can do this! Find out RIGHT NOW just how easy it is! Inside This Book You'll Discover: - How to ensure your LinkedIn profile ranks #1 in your niche or industry. - How to instantly locate your ideal prospects on LinkedIn no matter what industry you're in. - How to engage your ideal prospects on LinkedIn by creating instant likability and trust. - How to create content on LinkedIn that establishes your credibility and attracts your ideal prospects - How to turn LinkedIn Groups into your own personal ATM Machine. - How to move new LinkedIn connections from prospects to paying customers as quickly as possible.
  financial advisor linkedin headline: The Marketing Guide For Financial Advisors Claire Akin, 2019-11-06 The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing.
  financial advisor linkedin headline: Woman on Top Karen Koenig, 2018-12-20 How to be successful in male dominated industries while retaining your femininity and grace.
  financial advisor linkedin headline: LinkedIn Profile Optimization For Dummies Donna Serdula, 2016-12-27 Optimize your LinkedIn profile—and get results Your LinkedIn profile is essentially a platform to shape how others see you, highlight your abilities, products, or services, and explain how your work impacts lives. Yet many people simply copy and paste their resume and expect job offers and networking opportunities to start rolling in—but that isn't how it works. LinkedIn Profile Optimization For Dummies shows you how to create a profile that enhances your personal brand, controls how others see you, and shapes a successful future for your career. Whether your goal is job search, branding, reputation management, or sales, people are Googling you—and your LinkedIn profile is more often than not their first point of contact. With a focus on who you are, the value you deliver, and the culture you cultivate, the profile you'll create with the help of this guide will make that first connection a positive one—giving you a better chance to see results. Create a powerful LinkedIn profile Discover your personal keywords Showcase your experience and accomplishments Be seen on the world's largest professional social network You never get a second chance to make a great first impression, and LinkedIn Profile Optimization For Dummies helps to ensure you're presenting yourself in the best possible light.
  financial advisor linkedin headline: Shift Jeremiah Desmarais, 2017-06-09 Insurance agents and financial advisors are being taught outdated marketing and sales strategies to grow their businesses. Cold calling, seminars, online leads, networking groups and display ads are showing less returns. At the same time, according to Google, every 5 seconds someone is searching for a financial or insurance product to meet their needs, yet most agents are unaware of how to reach this growing market. Shift is a compilation of exclusive, rarely-before-seen techniques, strategies and best practices used right now to increase sales exponentially using digital marketing. These are not taught in magazines, books or courses today simply because most people won’t share them. Jeremiah has used these concepts to train over 100,000 agents in over 51 countries including the US, Canada, Japan, Switzerland, the Caribbean and South Africa. Using his years of success stories and behind-the-scenes access to the frontlines of what’s working now, Jeremiah has been part of teams that have generated over two million leads in the insurance space, leading to over $300,000,000 in commissions paid out. He has documented the most inspiring, entertaining and duplicatable techniques his teams and front line advisors are using TODAY to SHIFT industry thinking to solve these problems.
  financial advisor linkedin headline: Sheconomics Karen J. Pine, Simonne Gnessen, 2013-01-17 Do you need to get back in control of your cash? Do you want to understand your money emotions? Are you happy to talk about sex, make-up and shoes, but shy about your financial feelings? With more and more women stepping up to take charge of their financial destiny, SHECONOMICS will help you master your money and understand the complex feelings that can stand in your way. Whether you want tips on taking emotional control of your finances, choosing monetary goals and planning how to achieve them, paying off loans, sorting out pensions, investing, spending or simply living within your means, this is the book for you. Karen and Simonne have devised seven simple yet effective laws of 'sheconomics' to help you change your attitude to personal finance, get your money madness under control and secure a financial future that doesn't depend on Prince Charming or a lottery ticket. With real-life stories, case-studies and experiences gathered from years of working in the world of money, SHECONOMICS is a no-nonsense-easy-to-follow financial guide, written for women by women.
  financial advisor linkedin headline: The Personal CFO Kyle Walters, 2018-07-19 In today's information saturated society, busy professionals can become overwhelmed by the constant bombardment of do-it-yourself advice. But while the self-help gurus claim that high-achievers can, and should, manage every aspect of their career, personal matters, and finances, truly successful people know that they need a partner to handle the details. In The Personal CFO, Kyle Walters shows how collaborating with a new kind of advisor can free up busy individuals to focus on the important things. By developing a key relationship-who will advocate for their objectives, be a catalyst for action, and manage their team-clients can become the CEOs of their own lives, putting time and energy into what is most important, while letting a trusted partner handle the moving parts. By working with a Personal CFO, anyone can take control of their life and reclaim the one thing money can't buy: TIME.
  financial advisor linkedin headline: Financial Services Sales Handbook Clifton T. Warren, 2016-08-11 Acquiring, retaining, and developing clients are the major steps for any successful business; failure to accomplish these steps is the major reason many professionals and firms fail to achieve their full potential.The financial services industry is currently facing its biggest challenge: increased competition; smarter buyers who want to deal with professionals instead of sales people; and the emergence of social media, including Facebook, Twitter, LinkedIn, and Google. The Financial Sales Handbook: A Guide to Become a Top Producer is for experienced professionals as well as for those who want to make the transition from managing work to more effective selling. The book is also for professionals who want to sharpen their skills. It is intended as the nucleus for corporate training programs as well as for self-employed professionals who must market and sell to stay in business.
  financial advisor linkedin headline: Create Value As a Finance Business Partner Anders Liu-Lindberg, Henriette Fynsk, 2018-11-25
  financial advisor linkedin headline: Rock Retirement Roger Whitney, 2017-10-03 “A guide for planning that rich season of life, based not just on money, but also on how to create meaningful relationships, memories, and legacy.” —Dan Miller, author of 48 Days to the Work You Love Rock Retirement offers inspirational advice on how to enjoy the journey to retirement to its fullest. Traditional retirement advice usually boils down to saving more, sacrificing more, and settling for less. This approach makes people dependent on systems outside their control, such as the market, economy, and investment returns. The result: people lose power over determining their life. What sets Rock Retirement apart is its holistic approach to helping people take back control and act intentionally towards the life they want. It addresses the fears, hopes, and dreams that people have about retirement, goes way beyond the numbers, and shows them how to balance living well today and tomorrow. “Too many books think retirement is just about finances. Instead, retirement is about looking at life in full and working out what it is you want to do and then turning to finances to make it happen. That’s exactly the focus of the practical and helpful guide.” —Andrew Scott, coauthor of The 100-Year Life “Roger Whitney lays out a plan for today’s modern retiree. If you are exhausted with being fed that retirement is the end game of life, then Roger’s book is a must-read!” —Darryl W. Lyons, author of 18 to 80 “If you’re dreaming of a retirement free of worry, chao and confusion, Rock Retirement will give you the clarity, a solid plan and fresh inspiration to help you get where you want to go.” —Jevonnah “Lady J” Ellison, author of Love Letters for Leading Ladies
  financial advisor linkedin headline: Meaning Matters Alena Bennett, 2019-11-15 Women in finance often have a disconnect between their purpose and their number crunching hyper-analytical jobs. In the male dominated field of finance, discovering and using your purpose at work is essential to thrive. Alena, in this very practical guide, will help you find your purpose, and enable you to execute it exactly where you're at.
  financial advisor linkedin headline: Linked Inbound Sam Rathling, 2019-10-29 This book was written for every individual that knows the huge potential of LinkedIn®, but with no idea how to unlock it. Well... I am about to give you the key. At the time of writing this book, my Social Selling framework has generated close to £10million in closed business, for my clients in just the last year.Typically Sales Directors, CEO's, Entrepreneurs, Business Owners, and Experts pick up this book because they are worried about a weak or empty sales pipeline. Despite being really good at what they do, they just don't have enough leads coming into their business and really need more clients. Many are overwhelmed by just how much there is to do running their business or team and cannot find the time to fit LinkedIn® to their busy schedule. Most people know they need to be on LinkedIn® but are frustrated because they don't have the knowledge to make it work and they just can't seem to get the new business they know they should be getting.Prospecting, lead generation and pipeline building via traditional methods are failing. Social selling gives you a competitive edge that gets you seen by your target market. According to LinkedIn®, social selling leaders create 45% more opportunities than peers, are 51% more likely to reach quota and 78% of social sellers outsell peers who don't use LinkedIn®.You will really like this book and benefit hugely from it if: - You have no profile at all on LinkedIn® and are starting from scratch - You have a profile on LinkedIn® but can't remember the last time you looked at it!- You are using LinkedIn® already but currently, do not get any business from it - You have limited time to spend on LinkedIn® and need to know what to do day to day- You are ready to take your online reputation and your business to the next level - You want to position yourself as the 'go-to' expert in your field - You know your target market is on LinkedIn® but you have no clue how to gain access to them - You have employees that you could replicate this advice to - You have heard of 'Social Selling' but don't really know what it is- You want to know how to turn LinkedIn® into real leads and sales opportunities - You work in an organisation that has invested in LinkedIn® Sales Navigator for your sales teamThe book covers some key areas including the core principles of social selling; how to build a powerful LinkedIn® profile; sales prospecting to build your pipeline; how to gain competitive edge on LinkedIn®, content marketing on Linkedin® including 12 types of LinkedIn® posts, positioning yourself as a 'go-to' expert; LinkedIn® company pages and how to build your company brand, LinkedIn® groups; LinkedIn® Premium vs. Sales Navigator; social selling habits, your system for LinkedIn® success, plus additional LinkedIn® learning resources and tools.Linkedin® is a phenomenal tool for sales and marketing, this book is everything I know about how to generate sales from Linkedin®. Having spent more than 25,000 hours mastering LinkedIn® as a recruiter, sales professional and now a business owner, this book is everything I know about social selling and LinkedIn® packed into an easy to read, practical book. Learn, master and implement these 8 strategies and you will catapult your LinkedIn® results, smash your sales quota, build your personal brand and achieve everything you want in your business.
  financial advisor linkedin headline: LinkedIn Makeover Donna Serdula, 2013-06-01 Learn how to optimize your LinkedIn profile so you can impress your network and get found on LinkedIn. This easy to read and fun book walks you through building an impressive LinkedIn profile. Chock full of examples, LinkedIn Makeover: Professional Secrets to a POWERFUL LinkedIn Profile is your one stop resource to learn how to optimize your LinkedIn profile so you can look good and get FOUND on LinkedIn.
  financial advisor linkedin headline: Why Should I Choose You (in Seven Words Or Less)? Ian Chamandy, Ken Aber, 2015-04-07 How to answer the single most important question in business and life Why should I choose you? That’s the question every customer asks every single time he buys a car, picks a shampoo, or chooses a distributor, a brokerage house, an animal hospital or a hairbrush. Sometimes the question is spoken out loud; other times it’s subliminal. But the fact is that every product, service or decision is a choice. And often it’s a choice we make within seconds. Ian Chamandy and Ken Aber understand just how essential that choice is. Their Toronto-based consulting firm, Blueprint, helps businesses define their specific promise--the one thing that sets them apart from every other organization that does more or less the same thing--in seven words or less. Their blueprinting process has produced extraordinary results for organizations big and small, in all sorts of industries, in both the for profit and not-for-profit sectors, including construction firms, marketing/communications consultancies, boutique investment banks, and hospitals. Combining combines practical steps with case examples, Why Should I Choose You (in Seven Words or Less) will: give you confidence you never had before to lead into a bold new future make your employees more innovative and creative reveal revenue streams you never knew existed give your employees a newfound sense of purpose that motivates them to contribute at a higher level and help you sell faster and more easily because you will inspire, rather than try to convince, customers to buy
  financial advisor linkedin headline: Biblically Responsible Investing Robert Netzly, 2018-10 Learn from best-selling author and CEO of Inspire Investing, Robert Netzly, how you can join the Biblically Responsible Investing movement, align your investments with biblical values and inspire transformation for God's glory on Wall Street and around the world.
  financial advisor linkedin headline: LinkedIn Mastery Sam Choo, Unlock the Power of LinkedIn to Build Your Brand, Grow Your Network, and Turn Connections into Customers! In today’s digital age, LinkedIn isn’t just another social media platform—it’s a professional goldmine waiting to be tapped. Whether you’re an entrepreneur, freelancer, or business owner, LinkedIn Mastery: From Facebook Pro to LinkedIn Entrepreneur will guide you through transforming your LinkedIn profile into a lead-generating, income-driving machine. Packed with practical tips, step-by-step strategies, and insider knowledge, this book will teach you how to: * Craft a standout profile that grabs attention * Build a quality network of connections that matter * Create engaging content that positions you as an industry expert * Turn your LinkedIn connections into paying customers without being salesy * Leverage LinkedIn features to boost your personal brand and income From setting up your profile to advanced prospecting and monetization strategies, this book covers everything you need to master LinkedIn and achieve your business goals. No premium account needed—just smart, actionable advice that will help you get results. Whether you’re new to LinkedIn or looking to take your presence to the next level, LinkedIn Mastery is your essential guide to making LinkedIn work for you. Your LinkedIn journey starts now!
  financial advisor linkedin headline: Succession Planning for Financial Advisors David Grau, Sr., 2014-06-02 This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.
  financial advisor linkedin headline: Chief Maker Greg Layton, 2017-09-13 This book is about much more than getting a executive-level promotion. It's about much more than being a high-impact Chief Executive Officer. It's about taking back control. It's about becoming the Chief Executive of your life. With the steps contained in this book you'll start to enjoy a more rewarding career and life.
  financial advisor linkedin headline: Cocktail Investing Christopher J. Versace, Lenore Elle Hawkins, 2016-04-18 The automatic filter against bad, irrelevant, outdated investing information Cocktail Investing takes a look at investing in a different, catalyst-driven light to form a more cohesive, globally relevant investing lens. With a focus on the intersection of economics, demographics, psychographics, technology, policy, and more, this book helps readers build a more profitable portfolio based on what they see everyday rather than following the herd on Wall Street. Industry experts expose the actionable, observable, and recognizable trends that surround us daily, and show readers how to recognize these trends for themselves and translate them into wiser investing decisions without getting sidetracked by media clutter and bad advice. Given today's ever-increasing deluge of information, the average investor faces the challenge of sorting through the babble to decipher what it means, and learn how, where, and why they should be investing given the current economic environment and the uncertain future. This book provides an 'off' switch, helping readers apply an automatic mental filter to the incoming cacophony, to filter out only what they can use for smarter money moves. Read the economy like a professional investor Filter out useless and misleading data Recognize 'go' signals, and identify the beneficiaries Identify cyclical and structural changes that have reshaped business models The economic climate has changed drastically, and traditional practices are no longer getting results. Modern investing requires a whole new approach, and Cocktail Investing is the clear, insightful guide for putting it into action.
  financial advisor linkedin headline: Financial Model Detective Hedieh Kianyfard, 2019-06-15 I used to love Kinder Surprise as a kid, and now opening up someone else's financial model gives me the same sensation. Unnecessarily complex models are like those gifts that require an engineering background to assemble; the overly simplified models are like the readily assembled figurine of dinosaurs that end up in the trash right away, and good financial models are like those gifts that you still keep inyour secret shoe box.Within the pages of this financial modeling manual, you will find hints and tricks on how to conduct a preliminary review of a financial model and decide as early as possible whether you want to work with the inherited model or build your own model instead.
  financial advisor linkedin headline: Mindful Money Jonathan K. DeYoe, 2017-01-06 Is it possible to be a conscientious citizen of the world and grow wealth? The author, a Buddhist and a financial planner, says yes and explains exactly how. Money drives many of our decisions. We all worry about earning it, spending it, and saving it — regardless of our income level or spiritual perspective. Yet few of us understand money’s true nature. Jonathan K. DeYoe helps you create a unique financial plan that is guided by your deepest beliefs, and shows you how to save, invest, pay off debt, and fund your retirement and dreams by building a lifetime income stream. With a foreword by Pulitzer Prize–winner Alice Walker, Mindful Money does all this while emphasizing that money is a tool you can use to support your lifestyle, reach your goals, and earn the “happiness dividend” everyone deserves.
  financial advisor linkedin headline: Financial Capability and Asset Building in Vulnerable Households Margaret Sherraden, Julie Birkenmaier, J. Michael Collins, 2018-03-28 Financial struggles of American families are headline news. In communities across the nation, families feel the pinch of stagnant and sometimes declining incomes. Many have not recovered from the Great Recession, when millions lost their homes and retirement savings. They are bombarded daily with vexing financial decisions: Which bills to pay? Where to cash checks? How to cover an emergency? How to improve a credit report? How to bank online? How to save for the future? Low- and moderate-income families have few places to turn for guidance on financial matters. Not many can afford to pay a financial advisor to help navigate an increasingly complex financial world. They do their best with advice from family and trusted individuals. Social workers, financial counselors, and human services professionals can help. As first responders, they assist families and help in finding financial support from public and private sources. But these professionals are too often unprepared to address the full range of financial troubles of ordinary working families. Financial Capability and Asset Building in Vulnerable Households prepares social workers, financial counselors, and other human service professionals for financial practice with vulnerable families. Building on more than 20 years of research, the book sets the stage with key concepts, historical antecedents, and current financial challenges of families in America. It provides knowledge and tools to assist families in pressing financial circumstances, and offers a lifespan perspective of financial capability and environmental influences on financial behaviors and actions. Furthermore, the text details practice principles and skills for direct interventions, as well as for designing financial services and policy innovations. It is an essential resource for preparing the next generation of practitioners who can enable families to achieve economic security and development.
  financial advisor linkedin headline: Likeable Social Media: How to Delight Your Customers, Create an Irresistible Brand, and Be Generally Amazing on Facebook (& Other Social Networks) Dave Kerpen, 2011-06-07 THE NEW YORK TIMES AND USA TODAY BESTSELLER! The secret to successful word-of-mouth marketing on the social web is easy: BE LIKEABLE. A friend's recommendation is more powerful than any advertisement. In the world of Facebook, Twitter, and beyond, that recommendation can travel farther and faster than ever before. Likeable Social Media helps you harness the power of word-of-mouth marketing to transform your business. Listen to your customers and prospects. Deliver value, excitement, and surprise. And most important, learn how to truly engage your customers and help them spread the word. Praise for Likeable Social Media: Dave Kerpen's insights and clear, how-to instructions on building brand popularity by truly engaging with customers on Facebook, Twitter, and the many other social media platforms are nothing short of brilliant. Jim McCann, founder of 1-800-FLOWERS.COM and Celebrations.com Alas, common sense is not so common. Dave takes you on a (sadly, much needed) guided tour of how to be human in a digital world. Seth Godin, author of Poke the Box Likeable Social Media cuts through the marketing jargon and technical detail to give you what you really need to make sense of this rapidly changing world of digital marketing and communications. Being human — being likeable — will get you far. Scott Monty, Global Digital Communications, Ford Motor Company Dave gives you what you need: Practical, specific how-to advice to get people talking about you. Andy Sernovitz, author of Word of Mouth Marketing: How Smart Companies Get People Talking
  financial advisor linkedin headline: Greener Marketing John Grant, 2020-07-07 ***BUSINESS BOOK AWARDS - FINALIST 2021*** This timely book is a sequel to John Grant’s Green Marketing Manifesto (2007) the award-winning and bestselling definitive guide to green marketing (and not greenwashing). Fast forward to mid-2020. Climate Change is back at the top of the public and political agenda. Even after covid-19, hundreds of big-name CEOs are committing to a #greenrecovery. And surveys show widespread global public support for this and recent shifts in sustainable behaviours and attitudes in markets ranging from organic food to flying. Sustainable brands are significantly outperforming conventional ones. As are sustainability related stock prices. Companies like Unilever continue to set ambitious targets related not just to climate, but biodiversity and deforestation, plastics, social justice, regenerative farming. Sustainability related trends such as plant-based foods and electric vehicles are showing steep growth and creating tomorrow's superbrands (Impossible, TESLA...). This book is packed with up to date learnings, case examples and trends, covering everything from eco labelling, transparency and the circular economy; to rebound effects, sustainable finance, blockchain and regenerative farming. A core message being that to drive sustainability, marketers firstly do really need to properly understand sustainability, its many applications and implications. Secondly to be effective, marketers need to understand what it means to their consumers and other significant audiences. Hence the book takes a long hard look at what was driving all the protests, boycotts and petitions in 2019 and what ideas, causes and platforms caught the public imagination. The ultimate goal is to go beyond marketing that simply looks good, to marketing that does good. This book helps in achieving that goal by showing the reader how to: Uncover strategies for sustainable marketing that actually deliver on green and social objectives, not just greenwashing Reconceptualise marketing and business models, and learn to recognise the commercial strategies and approaches that are no longer fit for purpose Learn how hot topics like the climate crisis, biodiversity, social justice, single use plastics and supply chain transparency influence green and social marketing Read about numerous examples and case studies from both brand leaders and challengers that have developed innovations and fresh creative approaches to green and social marketing Get practical tools, models, facts, strategies, workshop and project processes and business case rationales - so that you can build your own plans and proposals This book is intended to assist marketers, by means of clear and practical guidance, through a complex transition towards meaningful marketing that makes a positive creative impact on the climate crisis and on improving human life in troubled times. Aimed both at big companies that are trying to be good, and good companies that are trying to be big.
  financial advisor linkedin headline: Your Campus Guide College of St Teresa, 2021-09-09 This work has been selected by scholars as being culturally important and is part of the knowledge base of civilization as we know it. This work is in the public domain in the United States of America, and possibly other nations. Within the United States, you may freely copy and distribute this work, as no entity (individual or corporate) has a copyright on the body of the work. Scholars believe, and we concur, that this work is important enough to be preserved, reproduced, and made generally available to the public. To ensure a quality reading experience, this work has been proofread and republished using a format that seamlessly blends the original graphical elements with text in an easy-to-read typeface. We appreciate your support of the preservation process, and thank you for being an important part of keeping this knowledge alive and relevant.
  financial advisor linkedin headline: The Behavior Gap Carl Richards, 2012-01-03 It's not that we're dumb. We're wired to avoid pain and pursue pleasure and security. It feels right to sell when everyone around us is scared and buy when everyone feels great. It may feel right-but it's not rational. -From The Behavior Gap Why do we lose money? It's easy to blame the economy or the financial markets-but the real trouble lies in the decisions we make. As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over. They were letting emotion get in the way of smart financial decisions. He named this phenomenon-the distance between what we should do and what we actually do-the behavior gap. Using simple drawings to explain the gap, he found that once people understood it, they started doing much better. Richards's way with words and images has attracted a loyal following to his blog posts for The New York Times, appearances on National Public Radio, and his columns and lectures. His book will teach you how to rethink all kinds of situations where your perfectly natural instincts (for safety or success) can cost you money and peace of mind. He'll help you to: • Avoid the tendency to buy high and sell low; • Avoid the pitfalls of generic financial advice; • Invest all of your assets-time and energy as well as savings-more wisely; • Quit spending money and time on things that don't matter; • Identify your real financial goals; • Start meaningful conversations about money; • Simplify your financial life; • Stop losing money! It's never too late to make a fresh financial start. As Richards writes: We've all made mistakes, but now it's time to give yourself permission to review those mistakes, identify your personal behavior gaps, and make a plan to avoid them in the future. The goal isn't to make the 'perfect' decision about money every time, but to do the best we can and move forward. Most of the time, that's enough.
  financial advisor linkedin headline: A Wealth of Common Sense Ben Carlson, 2015-06-22 A simple guide to a smarter strategy for the individual investor A Wealth of Common Sense sheds a refreshing light on investing, and shows you how a simplicity-based framework can lead to better investment decisions. The financial market is a complex system, but that doesn't mean it requires a complex strategy; in fact, this false premise is the driving force behind many investors' market mistakes. Information is important, but understanding and perspective are the keys to better decision-making. This book describes the proper way to view the markets and your portfolio, and show you the simple strategies that make investing more profitable, less confusing, and less time-consuming. Without the burden of short-term performance benchmarks, individual investors have the advantage of focusing on the long view, and the freedom to construct the kind of portfolio that will serve their investment goals best. This book proves how complex strategies essentially waste these advantages, and provides an alternative game plan for those ready to simplify. Complexity is often used as a mechanism for talking investors into unnecessary purchases, when all most need is a deeper understanding of conventional options. This book explains which issues you actually should pay attention to, and which ones are simply used for an illusion of intelligence and control. Keep up with—or beat—professional money managers Exploit stock market volatility to your utmost advantage Learn where advisors and consultants fit into smart strategy Build a portfolio that makes sense for your particular situation You don't have to outsmart the market if you can simply outperform it. Cut through the confusion and noise and focus on what actually matters. A Wealth of Common Sense clears the air, and gives you the insight you need to become a smarter, more successful investor.
  financial advisor linkedin headline: Building Digital Culture Daniel Rowles, Thomas Brown, 2017-01-03 WINNER: CMI Management Book of the Year Awards 2018 - Management Futures Category Building Digital Culture aims to answer a simple question: How can organizations succeed when the environment they operate in is changing so quickly? The last thing businesses need today is a digital strategy. Instead, their strategy needs to be fit for our fast-changing digital world, where businesses have more data than they know what to do with, a media landscape that's exploded in size and complexity, the risk of a new disruption around every corner, and only one certainty: that this change won't let up. Building Digital Culture doesn't address whether or not you should advertize on Facebook or invest in virtual reality. It doesn't seek to unearth a silver bullet to make digital investments a sure-thing. It steps back from the hype, and argues that whatever digital might mean for your business, if you don't create a digital culture you'll most likely fail, or at least fall short of what you want to achieve. Combining more than 30 years of experience at the forefront of marketing and digital developments, and based on more than 200 hours of research, candid interviews and contributions from brands including Twitter, Deloitte, HSBC and many more, Building Digital Culture will help you navigate from being a business that tolerates or acts digital, to one that truly is digital.
  financial advisor linkedin headline: The Wealth Game Peter Alcaraz, 2016-02-08 Money-why does it seem to pile up for some people and steer entirely clear of others? It shouldn't surprise you that making, and maintaining, money is a game. If you want to be an advanced player, you must understand and follow the rules. The catch is-you're only competing against yourself. Wealth is not defined by a fixed number; in fact, one person's poverty can be another's prosperity. When you have more than you need, you are wealthy. So how do you reach this level of personal financial freedom? The Wealth Game helps you navigate the obstacles and traps that litter the playing field by teaching you the basic concepts of money management. As you strengthen your financial skills, you will also develop your resourcefulness and train your needs so you are in control and finally able to enjoy the present and gladly anticipate the future. Whether you're a school or college student just starting out, or you're a midcareer professional already struggling with debt, this guide makes financial success accessible so you can turn your attention to what matters most-living your life.
  financial advisor linkedin headline: Advice That Sticks Moira Somers, 2018-02-28 The advice is sound; the client seems eager; and then... nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients’ well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice that Sticks takes aim at the problem of financial non-adherence. Written by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. Perhaps most surprising, however, is the extent to which advice-givers themselves can foil implementation. A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams. The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioural economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum.
  financial advisor linkedin headline: Launching Financial Grownups Bobbi Rebell, 2023-10-17 Learn how to give the young adults in your life the knowledge, confidence, and motivation to make adult money decisions, and create their own strong financial foundation and independence, so you can all live richer lives. In Launching Financial Grownups, popular personal finance expert and Certified Financial Planner Bobbi Rebell gets candid about the very real-life challenges of getting young adults to choose to be financial grownups and develop their own financial foundation and security. She shares her own personal setbacks and solutions (both from her own past, and as a parent), and walks readers through the ups and downs of financial adulting milestones. Rebell has put together a practical and specific adulting launch plan for parents of young adults along with tips on how to open money discussions, the questions to ask your children, the most effective listening strategies, when to step in to stop them from making mistakes, and when to let them learn from their mistakes. Launching Financial Grownups provides the tools to help your teen or young adults navigate the challenges of adulthood including debt, credit cards, peer pressure that leads to bad money decisions, negotiations, how to manage their own household, different investing opportunities, insurance needs, charitable giving, the legal documents they need to have in place in case of an emergency, what they need to know about your finances and even starting to think about their retirement planning. All this while also addressing recent demographic trends driven by the pandemic including young adults moving back into their childhood homes, and becoming financially dependent, after having been independent. Launching Financial Grownups offers: Solutions for parents who want to avoid ‘cutting off’ their kids at a seemingly arbitrary age or life milestone and are looking for more supportive solutions to get their young adults to be well adjusted financial grownups. Strategies for parents to protect their own financial well-being and retirement resources. Advice from top parenting and money experts including “How to Raise an Adult” author Julie Lythcott-Haims, “The Price You Pay for College” author Ron Lieber, “Grown and Flown” co-author Mary Dell Harrington, Tori Dunlap of “Her First 100K”, “How to be a Happier Parent” author KJ Dell’Antonia, Tonya Rapley of My Fab Finance and Jean Chatzky, author and CEO of HerMoney Media Essential for the parents, grandparents, aunts, uncles, friends and everyone who is vested in the financial success and independence of young adults, Launching Financial Grownups is a must-have financial resource for long-overdue and timeless advice in an engaging and supportive package.
  financial advisor linkedin headline: How to Get a Meeting with Anyone Stu Heinecke, 2016-02-16 [The author] found that getting meetings with previously unreachable people was easier than ever. Now he shares his tactics and tips in this essential guide for anyone who needs to make contact. In [this book], Heinecke explains how you can use your own creative Contact Campaigns to get those critical conversations. He divulges methods he's developed after years of experience and from studying the secrets of others who've had similar breakthrough results-- results that other marketers considered impossible, with response rates as high as 100 percent. Through real-life success stories, Heinecke lays out 20 categories of Contact Campaigns that anyone can research and execute. Tactics range from running a contact letter as a full-page ad in The Wall Street Journal to unorthodox uses of the phone, social media, email, and snail mail to using personalized cartoons to make connections. He also packs in plenty of tips on how to determine your targets, develop pitches, and gain allies in your contact's circle of influence.--Amazon.com.
  financial advisor linkedin headline: The History of Financial Planning E. Denby Brandon, Jr., H. Oliver Welch, 2009-09-17 The first book to provide a comprehensive history of the financial planning profession The financial services field has been revolutionized in the last quarter of the twentieth century by the financial planning profession. So much has happened in so little time that it has been difficult to keep up with the events and key players that make up the world of financial planning. The History of Financial Planning is the first book to provide a comprehensive history of the profession. Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the industry and how it has grown and changed over the years. This book chronicles the history of the profession, with explanations of how the financial planning movement has grown beyond the United States to other countries-particularly in the last fifteen years. The book also demonstrates how the work of key researchers, such as Dr. Daniel Kahneman, Vernon Smith, and Amos Tversky, has influenced the rise of the financial planning profession Names four initial engines of growth that contributed to the success of financial planning Reveals the moments and key players that define the history of financial planning Discusses the emergence of the Financial Planning Association (FPA) The financial planning field has a rich history, and with this book as your guide, you'll quickly discover how it has evolved over the years.
  financial advisor linkedin headline: Getting Clients, Keeping Clients Dan Richards, Marketplace Books, 2000-04-20 It is easy in the tumult of our everyday lives to ignore the client's words and needs as we struggle to promote our own interests. Easy, but dangerous. . . . Operating our business in the client's interest is the pivotal element in a successful marketing strategy. Marketing, in turn, is a mandatory investment in your business. It pays dividends immediately and in the long term. It will carry you to liftoff.-Dan Richards Achieving success as a financial adviser is no longer just a matter of aggressive salesmanship backed, hopefully, by a good track record. Today's clients are highly knowledgeable about their investment options, and they aren't shy about letting you know it. They expect you to be extremely attentive to their unique financial concerns, and they are much more likely to switch advisers if they sense they are not getting the sincere commitment they feel they deserve. That's why, in today's competitive marketplace, building a successful financial services practice is all about forging long-term relationships with clients built on attentiveness, empathy, and trust. And, as expert Dan Richards explains in this groundbreaking guide to finding and keeping clients, the key to cultivating such relationships is marketing-the art and science of defining what clients really need, and then letting them know that you can satisfy those needs, now and in the future. Drawing on his extensive experience as a consultant to many of North America's most successful financial service providers, Richards arms you with proven tools and techniques for building a steady and devoted client base. From using print, broadcast, and other media to market your services, to making the initial contact, from automating the prospecting process, to performing target marketing, he outlines an array of surefire client-getting techniques. With the help of scenarios and sample dialogues, he helps you to develop and sharpen the skills needed to build lasting relationships with clients once you've gotten them. For instance, you'll learn how to become a better listener and interpreter of client concerns, as well as simple methods for systematically gathering and effectively responding to client feedback. Dan Richards also provides a complete program for seamlessly integrating the tools and techniques described into a successful client-centered practice tailored to your unique style and professional goals. Getting Clients, Keeping Clients is a complete guide to surviving and thriving in today's increasingly competitive financial services market. A complete program for building a steady and devoted client base Getting Clients, Keeping Clients In this groundbreaking guide, expert Dan Richards explains why marketing is the key to thriving in today's more competitive financial markets. He provides you with the powerful client-centered marketing know-how, tools, and techniques to connect with today's more savvy, demanding, and value-conscious clients. Praise for Getting Clients, Keeping Clients . . . teaches advisers how to be profitable and ethical at the same time.-Investment Executive . . . a book most independent financial advisers will want to read.-The Financial Post . . . many ideas in the book that will help keep existing clients while generating new business.-Research
  financial advisor linkedin headline: More Straight Talk on Investing John J. Brennan, John Woerth, 2021-04-23 A practical and pithy guide to investing to help everyday investors achieve their long-term goals The 21st century has been beset with three financial market shocks in its first 20 years, the bursting of the Tech Bubble in 2000-2002; the Global Financial Crisis of 2008-09; and 2020 COVID-19 crash. Given this backdrop, it is no wonder that investing can appear to be so daunting to individual investors. As Chairman and CEO of Vanguard, one of the largest and most respected investment management companies in the world, Jack Brennan has spent his career helping people invest their money. In the newly updated More Straight Talk on Investing, he shares with you the lessons he has learned over his over four decades at Vanguard from a variety of market participants—from Main Street investors and 401(k) plan holders to veteran portfolio managers at the helm of Vanguard funds and sophisticated investment professionals overseeing top endowments and foundations. This a comprehensive, but approachable book will help you develop the knowledge, confidence, and discipline to navigate the financial markets and attain investment success over the long term. While the financial planning and investing principles covered are timeless, a considerable amount has changed in the nearly 20 years since the first edition, including new products and services, lower costs, and ever-evolving regulation and legislation. An entire generation of investors has come of age over the past two decades and could benefit from understanding that sound and sensible investing is an effective way to achieve financial security. This book will assist your manage your “serious” money—the dollars that you set aside for long-term goals, such as retirement or the education of your children. The book also emphasizes the concept of thinking of yourself as a “financial entrepreneur”—managing your financial life like owner manages a business. In a straightforward, plain talk manner, the book demonstrates how to: Build a balanced, diversified portfolio that meets your needs and goals Evaluate mutual funds and ETFs with a discerning eye Adhere to a long-term, disciplined approach to investing Control your emotions and tune out the incessant “noise” in the media Understand the risks and rewards of financial markets Develop a prudent plan and investment policy statement to guide your path forward Avoid the pitfalls and mistakes that can derail your investment program With wit and wisdom, Brennan relays anecdotes and observations that demonstrate the enduring investment precepts that will serve as a guide to novice investors and as a practical refresher for seasoned investors. He has also added three new chapters focusing on evaluating advice options, garnering lessons from endowments, and dealing with the challenges of a low interest rate environment.
  financial advisor linkedin headline: The One-Page Financial Plan Carl Richards, 2015-03-31 A simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. 'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal 'Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two' Manisha Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE.
  financial advisor linkedin headline: An End to the Bull Gary Norden, 2014-08-15 Go beyond technical analysis tools with this comprehensive look at trading analysis Strategies for successful trading analysis for all markets are out there, but they're not often found in books for the general public. So what are the secrets that professional traders know, but aren't willing to share? An End to the Bull: Cut Through the noise to Develop A Sustainable Trading Career is a robust, honest resource that presents an alternative approach to the markets, combining traditional technical tools with fundamental analysis, behavioral finance, and other key concepts to enrich readers' trading knowledge. The author's comprehensive, educated look at the topic fills a huge need in the trading community, and is ideal both for novices and experienced traders. In An End to the Bull, Norden suggests that total reliance on traditional technical analysis can lead to failure, and has ended in disappointment for many. The book offers up a unique approach for anyone looking to establish a sustainable trading career based on a combination of the most tried-and-true methods. While it focuses especially on trading in Australia, the book is a useful resource for international traders at all levels. Explains why change is needed in trading analysis and presents a revolutionary approach used by successful professional traders Shares the core techniques and strategies to build knowledge and establish a business-minded attitude Discusses more advanced ideas crucial for all traders, including understanding volatility and the typical flaws of behavioral finance Gives solid advice for traders anywhere in the world An End to the Bull takes the mystery out of trading analysis and puts the power to navigating markets into the hands of readers.
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