Home
Start Your Business Transition To Independence Recruiting
About
Services
Marketing Technology Operational Services Telecommunications Custom Services Human Resources
Who We Serve
Resources
Contact
AC Portal

Resources

| | | |

Four Social Media Mistakes that Financial Advisors are Making

November 29th, 2022 | Nicole Toppin

Myriad brought together the leaders of our organization to answer the most frequently asked Technology, Marketing, and HR questions we come across.

Frequently Asked Questions – Continuum HR

November 29th, 2022 | Myriad Advisor Solutions & Continuum Advantage

Myriad brought together the leaders of our organization to answer the most frequently asked Technology, Marketing, and HR questions we come across.

The Alphabet Soup of SEO

November 28th, 2022 | Abby Kruise King

SEO - a digital marketing buzzword (for good reason)!

Content Tips for Financial Advisors

November 16th, 2022 | Nicole Toppin

You’re a financial advisor - NOT a social media manager.

Myriad’s Best Practices for Recording Video

October 31st, 2022 | Abby Kruise King & Luke Roth

Any marketer worth their salt will tell you: video is one of the strongest ways to put a spotlight on your business in the digital age.

Blogging: Routine Exercise for Your SEO

October 27th, 2022 | Abby Kruise King

When it comes to blogging, business owners have no shortage of excuses. Financial advisors especially!

TLA Tax Webinar FAQ

October 24th, 2022 | Abby Kruise King

It takes a special kind of brain to fully understand taxes but that’s why we’ve partnered with Michael Fussell at Tax Law Associates LLC.

Generational Social Media Habits

October 4th, 2022 | Nicole Toppin

How do different generations use social media?

5 Cybersecurity Mistakes Financial Advisors Might Be Making

September 29th, 2022 | Abby Kruse King

Over our history providing IT solutions to entrepreneurs in many industries, Myriad has gained some critical insights into the most common cybersecurity mistakes financial advisors make.

5 Ways Financial Advisors Can Use Google My Business

August 30th, 2022 | Nicole Toppin

When digital marketing starts gets to be a bit much, all you can do is take one step at a time.

The Secret Is in the Sauce

August 19th, 2022 | Abby Kruse-King

It’s a wonderful feeling when someone trusts us with their website redesign.

A Holistic Approach to Tech Audits

August 8th, 2022 | Zack Gray

When is the last time that you had your technology inspected?

How Myriad Marketing Makes Sure Your Content Gets Past Compliance

July 22th, 2022 | Zack Gray

Looking to improve the marketing for your financial practice? Look no further than Myriad Advisor Solutions.

Client Connections: Why Your Business NEEDS Redundancies

July 15th, 2022 | Luke Roth

As the tagline goes, Myriad’s mission is to empower you to ‘do what you do best’ while we ‘do the rest.’

4 Business Models: Tuck-In/Join Existing RIA or Broker-Dealer

July 8th, 2022 | Luke Roth

The final model we are exploring is to Tuck-In/Join an existing RIA or Broker-Dealer.

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.

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?’

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.

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.

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.

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.

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).

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.

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.

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.

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.

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?’

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.

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.

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.

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?

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.

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?

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.

NEW | The Wealth Advisor

The Voice of The Financial Advisor Community.

Barron's

Financial and Investment News

The Wall Street Journal

Breaking News, Business, Financial & Economic News, World News and Video.

T3 Technology Conference, March 2023

Danielle White, CEO of Myriad Advisor Solutions, will once again be participating at this year’s T3 Technology Conference. In fact, Myriad is the proud sponsor of the T3 Podcast/Video Station this year. Journalists and other conference participants are invited to get in touch and find a time to meet. To see Danielle’s comments about T3, click the T3 graphic.

Yahoo! Finance. January 2023

Myriad Advisor Solutions announced that Danielle White has assumed the role of CEO. While Leigh White is not retiring and will remain in the C-suite, Danielle is taking the helm as part of the company’s multi-year succession plan. To read the official news release, click the Yahoo! Finance logo.

Website

Visit Site

Culov Wealth Management

Website

Visit Site

Presidio Group Wealth Management

Website

Visit Site

Wurm & Frye Wealth Management

Website

Visit Site

Dye Creek Capital

Website

Visit Site

BR Wealth Management

Infograph

Arya Lane Capital

Birthday Card

Authority Marketing 101

Myriad FAQ

Tax Strategies for Independent Financial Advisors

Empowering businesses to focus on achieving their goals by alleviating operational demands and challenges through our all-encompassing solutions, guidance, and support.

Home
About
Services
Who We Serve
Resources
Contact

2520 SE Encompass Dr. Suite 200 Waukee, IA 50263 | info@myriadas.com | 515.850.1212 | Privacy Policy

Home

Services

Resources

Four Social Media Mistakes that Financial Advisors are Making

Frequently Asked Questions – Continuum HR

The Alphabet Soup of SEO

Content Tips for Financial Advisors

Myriad’s Best Practices for Recording Video

Blogging: Routine Exercise for Your SEO

TLA Tax Webinar FAQ

Generational Social Media Habits

5 Cybersecurity Mistakes Financial Advisors Might Be Making

5 Ways Financial Advisors Can Use Google My Business

The Secret Is in the Sauce

A Holistic Approach to Tech Audits

How Myriad Marketing Makes Sure Your Content Gets Past Compliance

Client Connections: Why Your Business NEEDS Redundancies

4 Business Models: Tuck-In/Join Existing RIA or Broker-Dealer

How to Use Your Advisor Club Hours

Making Social Media Work for Financial Advisors

4 Business Models: Hybrid RIA

5 Questions to Ask Before Redesigning Your Website

How Do I Become an Independent Financial Advisor?

Staying Mindful About Cybersecurity

4 Business Models: Joining an Independent Broker Dealer

4 Business Models: Registered Investment Advisor

Take Advantage of New SEC Rules with Myriad Marketing

How Domain Forwarding affects SEO

5 Topics for Your Annual Client Check-In

Pros and Cons of Going Independent

How Do Roth IRAs Protect You?

More to Myriad – Meet Continuum Advantage

3 Tips for Your Clients During CD Renewal Month

More to Myriad – Meet Communications Experts

Potential Consequences of Filing Your Tax Return Late

Transition Success for Independent Business Owners with Myriad Advisor Solutions

The PRO Act – What Independent Advisors Should Know

Publications

NEW | The Wealth Advisor

Barron's

The Wall Street Journal

T3 Technology Conference, March 2023

Yahoo! Finance. January 2023

Myriad Infographic, December 2022

Advisorpedia Video Interview, May 2022

Tower Wealth Partners

McLean Wealth Management Group

Forefront Wealth Management

CMC Financial Group

Parr McKnight Wealth Management Group

Meridian Wealth Management Of Michigan

Ives Park Investments

Olin Financial Group

Briody Maher Wealth Management Group

Edwards Asset Management

Green Fairways WM

Culov Wealth Management

Presidio Group Wealth Management

Wurm & Frye Wealth Management

Dye Creek Capital

BR Wealth Management

BR Wealth Management

Atwell Private Wealth Management

HLM Capital Management

Nicholson Wealth Management

Riherd-West

EGG Wealth Management

Clidro Wealth Management

Myriad Advisor Solutions

BIG Investment Services

Lumpkins Private Wealth Management

Seventy2 Capital Wealth Management

MBKS Family Office

Millennium Private Wealth

Robbins Farley

The Wixon Altheide Financial Group

Guy Rodgers Private Wealth Strategies

Unionview Wealth Partners

SKV Group

Green Fairways