Resources



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Making Social Media Work for Financial Advisors

How to Use Your Advisor Club Hours

June 13th, 2022 | Luke Roth

Business owners know that their marketing, technology & human resources must be synchronized with their entrepreneurial needs to help – not hinder – their success.

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Making Social Media Work for Financial Advisors

Making Social Media Work for Financial Advisors

June 9th, 2022 | Abby Kruse-King

When viewing the vast, intricate, and sometimes silly world of social media, it’s natural for anyone to ask the question ‘where’s the benefit for me?’

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4 Business Models: Hybrid RIA

4 Business Models: Hybrid RIA

May 11th, 2022 | Luke Roth

Myriad Advisor Solutions breaks down the process of independent business ownership into actionable objectives to help you realize your dream.

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5 Questions to Ask Before Redesigning Your Website

5 Questions to Ask Before Redesigning Your Website

April 6th, 2022 | Luke Roth

Your website is your most important digital asset – full stop. It’s the first place a prospective client might discover you.

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How Do I Become an Independent Financial Advisor?

How Do I Become an Independent Financial Advisor?

March 22nd, 2022 | Luke Roth

Advisors who ask themselves, ‘How do I become an independent financial advisor?’ might be a little daunted by the prospect of owning their own business.

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Staying Mindful About Cybersecurity

Staying Mindful About Cybersecurity

March 4th, 2022 | Myriad Advisor Solutions

It’s no secret that security is on everyone’s minds lately. Myriad Advisor Solutions can help reduce your anxiety about the world of cybersecurity so you can keep your mind on what you do best.

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4 Business Models: Joining an Independent Broker Dealer

4 Business Models: Joining an Independent Broker Dealer

February 18th, 2022 | Luke Roth

We’ve spoken before about the different independent models that advisors must consider – like registered investment advisor (RIA).

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4 Business Models: Registered Investment Advisor

4 Business Models: Registered Investment Advisor

February 9th, 2022 | Luke Roth

Myriad Advisor Solutions breaks down the process of independent business ownership into actionable objectives to help you realize your dream.

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Take Advantage of New SEC Rules with Myriad Marketing

Take Advantage of New SEC Rules with Myriad Marketing

January 24th, 2022 | Luke Roth

The latest buzz in financial advertising is all about the recent revisions to longstanding SEC rules regarding client testimonials.

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How Domain Forwarding affects SEO

How Domain Forwarding affects SEO

December 15th, 2021 | Abby Kruse-King

If you have a website, you may have heard about SEO- Search Engine Optimization.

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5 Topics for Your Annual Client Check-In

5 Topics for Your Annual Client Check-In

December 7th, 2021 | Luke Roth

As 2021 draws to a close, it’s a great time to call your clients for an end-of-year financial ‘checkup.’ Myriad Advisor Solutions has gathered these 5 year-end financial topics to talk about with your clients.

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Pros and Cons of Going Independent

Pros and Cons of Going Independent

November 15th, 2021 | Luke Roth

If you are a captive financial advisor, chances are you have wondered ‘what are the pros and cons of going independent?’

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How Do Roth IRAs Protect You?

How Do Roth IRAs Protect You?

October 27th, 2021 | Luke Roth

As National Retirement Security Month draws to a close, Myriad Advisor Solutions is taking a closer look at retirement savings accounts.

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More to Myriad – Meet Continuum Advantage

More to Myriad – Meet Continuum Advantage

October 21st, 2021 | Luke Roth

What springs to mind when you hear the phrase ‘4th Quarter’? For some, pumpkin spice lattes, spooky season, turkey dinners and jingle bells might all be answers.

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3 Tips for Your Clients During CD Renewal Month

3 Tips for Your Clients During CD Renewal Month

October 8th, 2021 | Luke Roth

Did you know most CDs come due in October? Upon getting a tax return in April, many people will shelter it in a CD or similar safe-money type account.

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More to Myriad – Meet Communications Experts

More to Myriad – Meet Communications Experts

September 29th, 2021 | Luke Roth

Myriad Advisor Solutions enables financial advisors to do what they do best by simplifying their transition into independence, but did you know there are other companies in our family?

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Potential Consequences of Filing Your Tax Return Late

Potential Consequences of Filing Your Tax Return Late

September 2nd, 2021 | Luke Roth

We’ll skip the old cliché about death and taxes but, suffice to say, the government will always get their money in their end.

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Transition Success for Independent Business Owners with Myriad Advisor Solutions

Transition Success for Independent Business Owners with Myriad Advisor Solutions

August 16th, 2021 | Luke Roth

Stop right now and ask yourself – how do I start my own business?

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The PRO Act – What Independent Advisors Should Know

The PRO Act – What Independent Advisors Should Know

July 28th, 2021 | Luke Roth

As the Senate considers the PRO Act, independent advisors everywhere are asking what the possible implications could be.

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