WealthVoice

39% of HNW investors have already switched or added a new wealth management relationship in the past 3 years. The wealth management landscape is shifting—66% of HNW (high-net-worth) investors desire more personalized service, and 46% are ready to change providers within the next 1-2 years. That's nearly half of clients with over $1mm in liquid investable assets. How many are your existing clients (uh oh), and how many are switchers you can pick up (opportunity)? A strategic, modern marketing approach is key to retaining AND growing your client base. Retention marketing protects your previous marketing investment (client acquisition cost, averaging at least $3116 per client). Content marketing protects your tomorrow, through awareness and lead gen of the right prospects: the 46% who are looking for a better experience. Time to get in front of them. Modern marketing strategy today means durable business tomorrow. 💡 See our marketing, podcast & video services: https://lnkd.in/gaXMpit3 #WealthManagement #ClientRetention #MarketingStrategy

Emily Binder is one of my all time favorite people in this profession. I always learn so much every time we chat and this was no different. Thank you Emily for sharing your knowledge and experience on the FinServ Podcast with FinServ Foundation on Negotiations! Check out the full episode and subscribe here https://lnkd.in/eBZsYMMN

$NVDA has been one of the hottest (and most polarizing) stocks of 2024. How many of your clients hold it? How many are up 1000% or more? This is emotional. Your opinions and advice on: -concentrated positions and volatility -selling options (huge opportunity for some clients) -FOMO ... are all perfect topics for a WealthVoice. (That's a voice memo they can hear on Alexa / mobile.) When you calm a client down, reassure them, or give them perspective, they remember why they hired you. If you're a WealthVoice member, just record a voice memo on your phone or computer, login to the dashboard, hit "New Broadcast", and drop the audio file. It's more personal than an email without tone of voice. And it's faster than making a dozen phone calls. https://lnkd.in/g9TNy_kG

Where does your WealthVoice (voice app) live? On thousands of Alexa-powered devices including smartphones (right inside the Amazon mobile shopping app), smart speakers, TVs, and cars. This makes your podcast interactive and multi-modal. It makes getting key info from your website accessible without typing on a screen. It lets you send voice memos to your clients or followers whenever you want. Request a demo: https://wealthvoice.ai/

Thank you Kitces & Ezra Group for another year putting us on the go-to list of financial advisor technology, The Kitces F.A.T. Map! Happily hanging out at the Digital Marketing table with Mailchimp, FMG, Snappy Kraken, VettaFi Advisor Perspectives, Hubspot & more great marketing companies. This map is a labor of love and a great resource for the advisory profession. Grateful to the teams who organize this robust map and track the trends with the Michael Kitces group and Craig Iskowitz - Ezra Group. #fintech #financialadvisor #SaaS The latest version of the Financial Advisor FinTech Solutions Map, featuring updates and the latest in tech in the advisor space. https://lnkd.in/gDCxNJ4v

First impressions are based on attitude, confidence, and stature, conveyed by: Actual words (script): 7% Tone of voice (sound): 38% Body language (posture & moves): 55% 👏 Voice accounts for almost 40% of your vibe.👏 This is known as the 7-38-55 Rule. It is vital in business comms, Zoom calls, videos and podcasts. How you sound really matters. It even correlates with close rate and affinity. What’s out: AirPods as mic What’s in: Mic options Emily suggests starting at $100 💯 you’ll retire your AirPods as a mic input after you hear this jaw-dropping sound test in the first minute: New mini-pod from our founder Emily Binder https://lnkd.in/eW6cRXvM

"I'm shocked by how few wills and trusts have been updated for this." -Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® Your digital assets like photos, videos, and websites are often considered leased and not OWNED by you. (Just read the TOS of social media sites.) For estates, this poses a huge issue for businesses and individuals. Especially clients who own businesses. Important info for advisors here. RUFADAA is Jamie Hopkins' Roman Empire ;) Clip from Rethink. The Financial Advisor Podcast - Episode 62: Financial Advice in the Convenience Economy featuring Jamie Hopkins Hosts H. Adam Holt, CFP®, ChFC® & Derek N.H. Notman, CFP® cc Asset-Map Podcast 🔗 in comments

In high performing RIA firms, one-third of assets come from inorganic activity (in this case, acquisitions). David DeVoe, founder of DeVoe & Co., appropriately nicknamed the "RIA M&A Guru," has spent 15 years helping advisors buy, sell, and merge their firms. Good insights about M&A here. Catherine J. Williams interviews David on Managing Your Practice - Dimensional Fund Advisors. #financialadvisor #RIA #DFA https://lnkd.in/giQjYYgX

Send this to the person who does your podcast show notes, seriously. On Google, Featured Snippets get 35.1% of all clicks. (The boxes featured at the top of search results which answer a specific question.) 💎Clickable timestamps are like the Featured Snippets of your podcast.💎 Don't miss out on this tweak to your show notes/episode description because it has HUGE benefits for SEO and listener experience. Brand new video from Emily Binder: https://lnkd.in/e4WUcMkS #spotifypodcasts #podcasttips #seotips

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