In the digital age, business owners everywhere are turning to social media platforms to reach their audience. Videos have slowly become one of the most powerful and effective marketing content ideas for entrepreneurs – especially financial advisors. Not only are they memorable, but viewers retain 95% of a message that’s delivered in a video format1. Myriad Advisor Solutions has helped countless financial advisors craft videos of all kinds. We recommend every financial advisor starts creating video content. If you don’t know where to start, Myriad suggests you consider these four types of videos.
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It’s no secret that LinkedIn is HUGE for financial advisors. However, most advisors don’t know the key to maximizing their potential on the platform. Does your profile stand out to others in your industry? Does your content add value to current and potential customers? These are questions you need to ask yourself as a financial advisor. In this blog post, we’ll cover different tips financial advisors can implement to get the most out of their LinkedIn profile.
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As a financial advisor, you’re inviting prospective clients to trust you with their financial future. It’s not just about the dollars & cents though – you must showcase both your proficiencies and personality.
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As a small business owner in financial services (or any industry), you might be thinking, “what is brand safety and why is it important?” Read our post to learn more.
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A whopping 25% of the 670+ clients that participated in a YCharts survey considered switching advisors. What’s more - 21.8% of those clients actually made the switch! Can you guess the #1 reason clients decided to make the switch? Read our post to learn more.
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Are you contemplating transitioning to being a fully independent Registered Investment Advisor (RIA)? We have put together a guide that lays out the critical decisions you will need to make during your journey. It covers the different areas of your journey, from the initial decision to become an RIA through your office’s opening day and beyond.
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When evaluating technology vendors, RIAs typically look for vendors that can provide software and services that meet their specific needs and requirements. Here are some key factors that RIAs consider when selecting technology vendors
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If people need expert advice about retirement or investing, they go to you. But when you need specialist advice on websites, you come to Myriad.
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Myriad knows - determining which financial advisor is right for your firm can be a daunting task.
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By now, you’ve probably heard about the SEC’s new marketing rule that went into effect on November 4th, 2022. This is the biggest change to the financial marketing industry in over 60+ years!
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Let’s be clear about one thing: The last few years have not exactly been the easiest.
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Myriad brought together the leaders of our organization to answer the most frequently asked Technology, Marketing, and HR questions we come across.
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Myriad brought together the leaders of our organization to answer the most frequently asked Technology, Marketing, and HR questions we come across.
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SEO - a digital marketing buzzword (for good reason)!
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You’re a financial advisor - NOT a social media manager.
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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.
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When it comes to blogging, business owners have no shortage of excuses. Financial advisors especially!
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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.
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How do different generations use social media?
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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.
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When digital marketing starts gets to be a bit much, all you can do is take one step at a time.
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It’s a wonderful feeling when someone trusts us with their website redesign.
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When is the last time that you had your technology inspected?
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Looking to improve the marketing for your financial practice? Look no further than Myriad Advisor Solutions.
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As the tagline goes, Myriad’s mission is to empower you to ‘do what you do best’ while we ‘do the restSM.’
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The final model we are exploring is to Tuck-In/Join an existing RIA or Broker-Dealer.
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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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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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Myriad Advisor Solutions breaks down the process of independent business ownership into actionable objectives to help you realize your dream.
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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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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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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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We’ve spoken before about the different independent models that advisors must consider – like registered investment advisor (RIA).
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Myriad Advisor Solutions breaks down the process of independent business ownership into actionable objectives to help you realize your dream.
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The latest buzz in financial advertising is all about the recent revisions to longstanding SEC rules regarding client testimonials.
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If you have a website, you may have heard about SEO- Search Engine Optimization.
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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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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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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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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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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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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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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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Stop right now and ask yourself – how do I start my own business?
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As the Senate considers the PRO Act, independent advisors everywhere are asking what the possible implications could be.
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Many people are unsure of the challenging task of going independent. CEO Danielle White talks about how Myriad Advisor Solutions navigates the transition process for financial advisors. Over the course of the last 14 years, Myriad has been able to streamline the transition process, in order to take the stress and pressure off of advisors. In addition, Myriad Advisor Solutions is able to help advisors not only with the transition process but to grow and maintain the business all while enhancing the client experience.
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In the article, “Why the Ranks of Women Advisors are Finally Increasing,” Financial Advisor Magazine’s Tracey Longo remarked on Myriad’s ratio of female employees stating, “Myriad walks the walk when it comes to hiring women themselves. The firm has 62 employees, 34 of them women.” Our CEO, Danielle White, explained, “I think our firm empowers women through example and help illustrate a successful business model that allows advisors we work with today to have that same success … more times than not through the female workforce.” To read the full article, click the Financial Advisor logo.
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T3 is the latest information hub to take an interest in the newly restructured executive team at Myriad. “I am extremely proud – both as a mother and a business mentor – to see Danielle’s skill and abilities blossom in such a profound and beautiful way,” said former CEO Leigh White. “During the last few years, I had several family members pass away and as a result, I had to step back from my work responsibilities to a degree. Every business owner hopes that their company has the leadership to weather any storm. Danielle stepped in and led this firm without missing a beat.”
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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.
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Authority Magazine interviewed Myriad CEO, Danielle White, asking her advice on how to push the boundaries of your comfort zone in order to succeed at both your career and your life. Danielle responded with some great insights: “Getting out of your comfort zone is exciting. You have a chance to learn new things: different problem-solving skills, new perspectives, how to retrain your habits. All of these things increase the quality of your life and the lives of those around you.”
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Myriad provided 2022 success stats saying: “Seeing these numbers is such a sweet reminder of the impact we were able to make in 2022.”
Many people are unsure of the challenging task of going independent. CEO Danielle White talks about how Myriad Advisor Solutions navigates the transition process for financial advisors. Over the course of the last 14 years, Myriad has been able to streamline the transition process, in order to take the stress and pressure off of advisors. In addition, Myriad Advisor Solutions is able to help advisors not only with the transition process but to grow and maintain the business all while enhancing the client experience.
Advisorpedia asked Myriad’s Danielle White for her thoughts on themes in the FinTech space. In this video interview, Taking on the 800 Pound Gorilla with FinTech, she made some very interesting observations. She mentioned how although the market is saturated, new firms and employees have the advantage as financial advisors are looking for who will best fit their firm. Therefore, this leaves room for major opportunity and the ability to "Take on the 800 pound gorilla".
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