In this episode of the Perspectives podcast, sponsored by Snappy Kraken and hosted on ThinkAdvisor, we’ll hear highlights from the June 15th presentation titled, How 2021 Has Changed Financial Advisor Marketing.   The best marketing methods are constantly changing and evolving. With an overwhelming amount of tactics available for use, advisors can turn to hard data to feel assured in their next steps. Robert Sofia, CEO of Snappy Kraken, explores data-based insights from thousands of active digital marketing campaigns run by individual financial advisors and firms throughout the United States during the first half of 2021. He uncovers what’s working, what’s not and what’s new with financial advisor marketing in 2021.    The full on-demand webcast can be found here: https://www.thinkadvisor.com/2021/06/14/how-2021-has-changed-financial-advisor-marketing/

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How 2021 Has Changed Financial Advisor Marketing

n this episode of the Perspectives podcast, sponsored by Matthews Asia and hosted on ThinkAdvisor, we’ll hear highlights from the March 10th presentation titled, Year of the Ox: Reasons to Be Bullish on China.    With increasing vaccine availability and an improving economic environment, the New Year is showing signs of optimism for global investors. In particular, China — the only major economy with positive growth in 2020 according to the IMF — continues to boast a vibrant, entrepreneurial economy and is well-positioned to set the stage for future growth.   Speakers from Matthews Asia — Andy Rothman, Investment Strategist; Winnie Chwang, Portfolio Manager; and John Paul Lech, Portfolio Manager — explore how portfolios can gain exposure to the world’s second largest economy and share key thoughts on the state of China’s economic recovery, U.S.-China relations under the Biden administration, and more.    The full on-demand webcast can be found here:  https://www.thinkadvisor.com/2021/02/10/year-of-the-ox-reasons-to-be-bullish-on-china/  

Year of the Ox: Reasons to Be Bullish on China

In this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we’ll hear highlights from the March 4th presentation titled, Client Acquisition in the Virtual World. Because you now spend most of your time in front of a screen, you can no longer rely on in-person meetings, lunches, or educational seminars to lure in a steady stream of prospects. In today’s virtual world, learning how you can impress strangers you don’t even know without meeting with them face-to-face is the challenge we all face. Solange Jacobs Randolph, VP of Marketing at FMG Suite, covers practical, actionable tips to help you stand out in a crowded digital landscape using your website, happiest clients, prospect list, existing social media channels and that handy device in your pocket.  The full on-demand webcast can be found here:  https://www.thinkadvisor.com/2021/02/09/client-acquisition-in-a-virtual-world/

Excerpts from Client Acquisition in a Virtual World

Highlights from the January 28 webcast “How to 5X Your Marketing Results in 2021.” This event featured Robert Sofia, CEO of Snappy Kraken.   The full on-demand presentation can be found at https://www.thinkadvisor.com/2020/12/22/boost-2021-marketing-results-by-5x-move-prospects-from-cold-to-gold/

How to 5X Your Marketing Results in 2021

In this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we’ll hear highlights from the December 8th presentation titled, The State of Marketing Technology for Financial Advisors & Wealth Firms.   During this unprecedented time, you still need to find ways to grow your business, bring in new clients and keep your pipeline running. This means you need smarter, simpler, and more effective marketing that helps you deepen relationships with clients and stay connected with your prospects. However, it can be difficult to know what works.   Scott White, CEO of FMG Suite, addresses tools and tactics financial advisors find most valuable to their business, how to identify which components of the marketing technology landscape are here to stay, how they will impact business in the future, and much more.

Excerpts From The State of Marketing Technology for Financial Advisors & Wealth Firms

In this episode of the Perspectives podcast, sponsored by Charles Schwab hosted on ThinkAdvisor, we’ll hear highlights from the September 30th presentation titled, The Momentum Behind the RIA Model.    The Registered Investment Advisor (RIA) model continues to thrive forward – and now is the perfect time to join the momentum. Why now? The speakers in this presentation – Becky Krieger, CFP®, CPA, Managing Director, Client and Community Outreach & Shareholder at Accredited Investors Wealth Management®; Jonathan Straub, Founder and Principal at AdvicePeriod; and Chris Reedy, Managing Director, Business Development at Schwab Advisor Services™ – highlight five major trends that are propelling RIA firms forward. Successful RIA advisors share how these major trends have helped them shape and grow their firms to benefit their clients and themselves. The full on-demand webcast can be found here: https://www.thinkadvisor.com/2020/09/03/the-momentum-behind-the-ria-model/

The Momentum Behind the RIA Model

In this episode of the Perspectives podcast, sponsored by Eaton Vance and hosted on ThinkAdvisor, we’ll hear highlights from the October 21st presentation titled, How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. Election.  Most investors understand and appreciate the value of bonds in their portfolios, but there is always room to revisit current allocations and explore more options. The current economic and financial conditions continue to affect the fixed-income arena, and they may keep shifting as we approach the U.S. elections and in light of the continuing pandemic. The speakers in this event  Michael Wedekind, AVP, Senior Investment Analyst at Envestnet; David M. Blanchett, Head of Retirement Research at Morningstar Investment Management; Robert Jenkins, Global Head of Research at Refinitiv; Christopher Remington, Director of Fixed Income Product & Portfolio Strategy, Institutional Portfolio Manager at Eaton Vance Management; and Janet Levaux, Editor in Chief of ThinkAdvisor & Investment Advisor. The full on-demand webcast can be found here: https://www.law.com/2019/05/15/how-to-set-a-competitive-edge-in-environmental-law-with-legal-analytics/   Michael Wedekind | AVP, Senior Investment Analyst| Envestnet | PMC Michael Wedekind is an investment analyst for Envestnet | PMC. In this role, he conducts quantitative and qualitative research on fixed income, real estate investment trusts (REITs), and commodity mutual fund and separate account managers. He joined the firm in 2015 and is a 2020 Level III candidate in the CFA Program. David M. Blanchett, PhD, CFA, CFP® | Head of Retirement Research | Morningstar Investment Management LLC David M. Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC. In this role, he helps develop and maintain methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment for Morningstar Investment Management LLC. Prior to joining Morningstar, he was the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company. He has published over 100 papers in a variety of industry and academic journals. Robert Jenkins | Global Head of Research | Refinitiv Bob Jenkins has over 25 years experience in Financial Services and consulting across firms such as Fidelity Investments and McKinsey & Company. Before assuming his current role as Global Head of Research for Refinitiv/Lipper he served as the President & CEO of Financial Research Corporation (FRC). Over his career he has held FINRA Series 4, 7, 8, 9/10, 24 and 63 General Securities licenses and has authored white papers on topics such as Retirement Investing, Investment Policy and Portfolio Manager Selection. Christopher Remington | Director of Fixed Income Product & Portfolio Strategy, Institutional Portfolio Manager | Eaton Vance Management Christopher Remington is a vice president of Eaton Vance Management, director of product and portfolio strategy and an institutional portfolio manager for Eaton Vance’s credit mandates. Chris is responsible for market research and analysis, advancing the firm’s managed strategies through thoughtful investment communications and insights on the credit markets. He joined Eaton Vance in 2008. His commentary has appeared in Financial Times, The Wall Street Journal and Bloomberg among other leading financial media outlets.

Excerpts from Webcast: How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. Election

Advisors Jill, Nancy, and Dustin felt limited at their previous firm – so they went independent. There were fears and unknowns, but the team reached their full potential along the way. Find out how they made the transition in Schwab's all-new podcast.

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Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.

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