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Top 5 Marketing Tips for Wealth Managers with Lisa Graham | The Deep Dive | S1 E12
Job one for wealth managers is to take care of clients, but right behind that is growing their book of business. And that means developing a marketing plan. Lisa Graham, CEO of Graham Media Partners, leads a marketing agency that specializes in financial services. Check out her top-5 tips for improving your marketing efforts.
Lisa Graham is the co-founder and CEO of Graham Media Partners, a Philadelphia-based marketing firm that specializes in working with financial services firms, including broker-dealers, RIAs, and fintech companies.
Lisa previously worked at SEI in marketing and communications, and before that spent nearly a decade at Symmetrical Investments, an M&A advisory firm.
Lisa r...
Lisa Graham is the co-founder and CEO of Graham Media Partners, a Philadelphia-based marketing firm that specializes in working with financial services firms, including broker-dealers, RIAs, and fintech companies.
Lisa previously worked at SEI in marketing and communications, and before that spent nearly a decade at Symmetrical Investments, an M&A advisory firm.
Lisa r...
Просмотров: 240
Видео
Meketa's Michael Bell Decodes Private Market Investing | The Deep Dive | S1 E11
Просмотров 1,2 тыс.14 дней назад
Lots of advisors are hearing the same thing from clients: How can they invest in private markets? Investments that many viewed as exotic are now becoming within reach of retail investors. But what about due diligence? And how do advisors explain the higher costs of private markets in a "race to the bottom" world of fees? Meketa's Michael Bell has the answers as he speaks with host Jay Hummel in...
Which U.S. President Had the Highest Unemployment Rate?
Просмотров 1 тыс.Месяц назад
Did you know President Gerald Ford had the highest average unemployment rate of U.S. presidents since 1948? Learn more here: www.investopedia.com/unemployment-rate-by-president-8637843 Follow Investopedia on Social: Instagram: investopedia Twitter: x.com/Investopedia Facebook: Investopedia TikTok: www.tiktok.com/@investopedia?lang=en
Kyle O'Dell's Content Strategies To Boost Your Firm's Growth | The Deep Dive | S1 E10
Просмотров 868Месяц назад
In this episode of "The Deep Dive" podcast, Jay Hummel talks to Kyle O'Dell, CEO of Edge Rock Wealth, as they discuss new business growth strategies. O'Dell shares how his firm leverages client events and consistent content creation to drive organic growth, and he emphasizes the importance of building relationships, understanding client needs, and providing valuable content through a dedicated ...
Todd Battaglia Talks Tech Solutions For Starting an RIA | The Deep Dive | S1 E9
Просмотров 774Месяц назад
In this episode of "The Deep Dive" podcast, Jay Hummel talks to Todd Battaglia, CEO of MGNA Wealth. Battaglia discusses his career journey as a registered investment advisor, the importance of independence in wealth management, and the challenges of selecting the technology stack that will streamline the day-to-day business while also positioning a new firm for growth. 00:00 Introduction 00:50 ...
Forum CIO Jay Miller Breaks Down Multifamily Real Estate Investing | The Deep Dive | S1 E8
Просмотров 1,4 тыс.2 месяца назад
In this episode of "The Deep Dive" podcast, Jay Hummel talks to Jay Miller, CIO of Forum, a private equity real estate firm specializing in multifamily properties. Miller explains the benefits of investing in multifamily, particularly the steady cash flow and value proposition. Plus, get an inside look at the pros and cons of direct deals versus funds, and the attractive tax advantages this rea...
Jason Ray Uses Financial Advice to Drive Societal Change | The Deep Dive | S1 E7
Просмотров 1,3 тыс.2 месяца назад
In this episode of "The Deep Dive" podcast, Jay talks to Jason Ray, founder and CEO of Zenith Wealth Partners. Ray shares his inspiration for starting Zenith, a firm dedicated to tackling racial and gender-based wealth inequality by providing financial advice and generating wealth for underserved communities. He highlights Zenith's unique approach of connecting institutional investors with loca...
Clint Sorenson Breaks Down Strategies for Independent Advisors | The Deep Dive | S1 E6
Просмотров 1,5 тыс.3 месяца назад
In this episode of "The Deep Dive" podcast, Jay talks to Clint Sorenson, the CEO of WealthShield. Sorenson returns to the show to discuss his work helping independent advisors build professional asset management strategies. His firm offers a customizable approach to investment, prioritizing client financial objectives over traditional benchmarks. Plus, he explores the benefits of private market...
How To Build a Thriving Culture in the Modern Financial Services Firm | The Deep Dive | S1 E5
Просмотров 1,3 тыс.3 месяца назад
In this episode of "The Deep Dive," host Jay Hummel welcomes David Peacock, the managing partner and CEO of Messick Peacock and Associates in Dallas, Texas, to discuss the importance of shifting from a behavior-based to a results-based company structure. His approach leads the way in the coming evolution of business practices, advocating for a transition from older to modern models, especially ...
The Future of Cybersecurity Strategies in the Financial World | The Deep Dive | S1 E4
Просмотров 6053 месяца назад
In this episode of "The Deep Dive," Jay Hummel welcomes Mark Hurley, CEO of Digital Privacy & Protection, to discuss the critical topic of cybersecurity and its impact on wealth management firms. In this video, they delve into the latest SEC mandates, the necessity for firms to enhance cybersecurity, and the implications for clients. Plus, Mark shares valuable insights, highlighting the importa...
How the Right Platform Helps Financial Advisors Create a Better Experience | The Deep Dive | S1 E3
Просмотров 6313 месяца назад
Join Jay Hummel and Lee Andreatta on The Deep Dive as they discuss strategies for advisors and firms to achieve better growth and outcomes. Lee, CEO of Advyson Investment Management, shares insights from his 27-year journey, highlighting the importance of platform decisions, utility, and ease of use in driving growth. His company and similar platforms’ all-in-one capabilities are revolutionizin...
The Best Strategies for Effective Client Communication in Wealth Management | The Deep Dive | S1 E2
Просмотров 5773 месяца назад
In this episode, Jay Hummel talks with J.D. Gardner, co-founder and CIO of Aptus Capital Advisors about the best ways to maintain good relationships with clients and how to best communicate strategy and results. Plus, these two experts discuss the unique and dynamic role of an OCIO (Outsourced Chief Investment Officer) in today's business environment, and why you may need one. The Deep Dive is ...
Expert Tips for Financial Advisors to Engage with Business Owners | The Deep Dive | S1 E1
Просмотров 1,1 тыс.3 месяца назад
Welcome to The Deep Dive, where host Jay Hummel, co-founder of the Wealth Advisor Growth Network, interviews financial industry leaders to help advisors and firms deliver better outcomes for clients, while increasing revenue and the value of the their firms. In this first episode, Jay is joined by Geoff Eliason from SDR Ventures, as they provide crucial insights for financial advisors and busin...
The Money Advice No One Ever Told Us From Vivian Tu, Your Rich BFF
Просмотров 35 тыс.9 месяцев назад
Vivian Tu, aka @YourRichBFF joins The Express to talk about how she became one of the most followed Fin-fluencers on social media, and shares the personal finance and wealth building secrets no one ever bothered to tell us. Her new book, "Rich AF, The Winning Money Mindset that Will Change Your Life”, is full of those tips, and available for order now. Listen to the episode here: www.investoped...
How To Determine Whether A ETF or Mutual Fund Is Best For You
Просмотров 6 тыс.Год назад
How To Determine Whether A ETF or Mutual Fund Is Best For You
Here's Everything You Need to Know About the Bond Market
Просмотров 7 тыс.Год назад
Here's Everything You Need to Know About the Bond Market
Your Money Your Health: How Health Tech Impacts Providers, Patients, & Investors
Просмотров 4,1 тыс.Год назад
Your Money Your Health: How Health Tech Impacts Providers, Patients, & Investors
Your Money Your Health: Paying For Healthcare At Every Age
Просмотров 1,2 тыс.Год назад
Your Money Your Health: Paying For Healthcare At Every Age
Your Money Your Health: The New Rules of Investing for Your Family’s Future
Просмотров 1,5 тыс.Год назад
Your Money Your Health: The New Rules of Investing for Your Family’s Future
Your Money, Your Health: Budgeting For Baby
Просмотров 6 тыс.Год назад
Your Money, Your Health: Budgeting For Baby
Studio Sessions: Invest Like A Pro With Ian Dunlap
Просмотров 5 тыс.Год назад
Studio Sessions: Invest Like A Pro With Ian Dunlap
Studio Sessions: NFT, BTC, WTF? Breaking Down the Crypto Hype
Просмотров 1,1 тыс.Год назад
Studio Sessions: NFT, BTC, WTF? Breaking Down the Crypto Hype
Studio Sessions: Money Moves For Your Future
Просмотров 1,2 тыс.Год назад
Studio Sessions: Money Moves For Your Future
Investor Connection Summit with Morningstar: What The Midterms Could Mean For Investors
Просмотров 817Год назад
Investor Connection Summit with Morningstar: What The Midterms Could Mean For Investors
Investor Connection Summit with Morningstar: Where to Start With ESG
Просмотров 653Год назад
Investor Connection Summit with Morningstar: Where to Start With ESG
Investor Connection Summit with Morningstar: Examining the New Rules for Retirement Investing
Просмотров 508Год назад
Investor Connection Summit with Morningstar: Examining the New Rules for Retirement Investing
Investor Connection Summit with Morningstar: How To Reset Your Portfolio For Success
Просмотров 902Год назад
Investor Connection Summit with Morningstar: How To Reset Your Portfolio For Success
How Building Trust Helps Advisors Lead During Periods of Economic Uncertainty
Просмотров 2,5 тыс.2 года назад
How Building Trust Helps Advisors Lead During Periods of Economic Uncertainty