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IT’S NO SECRET that leveraging LinkedIn effectively can significantly enhance your visibility and credibility – especially in the fast-paced world of financial advising. Throughout the course of helping thousands of advisors craft a distinct online presence that drives traffic, clicks, and conversions, Myriad Advisor Solutions has gathered some of the best actionable strategies tailored for financial advisors to maximize their impact on the platform.
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WITHOUT QUESTION, HSAs and FSAs are two of the best innovations to come out of the benefits space ever. The high-level overview of this benefit is that you can use pre-tax money for out-of-pocket costs related to medically necessary expenses not covered by insurance including deductibles, co-pays, and over-the-counter items. As we are close to this year’s enrollment period, Continuum Advantage wanted to touch on 3 very important things to keep in mind when considering, setting up, and managing an HSA or FSA.
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Black Friday, Cyber Monday, Giving Tuesday, Woozy Wednesday – there’s no shortage of opportunities to digitally shop till you drop this holiday season. Myriad Advisor Solutions has gathered these critical tips to safeguard your online shopping experience by following these cyber security practices!
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By leveraging the power of Google Ads and implementing a targeted and data-driven strategy, our clients successfully achieved their objective of increasing brand visibility, driving qualified leads, and optimizing ROI. The digital advertising campaign not only brought in new clients but also provided valuable insights for future marketing efforts, establishing a foundation for sustained growth in the competitive financial services landscape.
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As a trusted technology support provider for countless businesses of all sizes, Myriad Advisor Solutions endeavors to keep you ahead of cyber criminals and their evolving tactics. While they had been around before, the pandemic made QR codes an integral part of everything from ordering at restaurants to transmitting your business’s contact information. But as they’ve become more ubiquitous, so have QR code-based phishing and scamming attacks.
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From fake social media accounts, to fake email links, hackers are doing whatever they can to trick people into giving away their information. It’s not just individuals who are at risk – hackers also regularly target large corporations! Myriad Advisor Solutions has helped countless entrepreneurs create a fortified apparatus designed for cybersecurity. Here are some of our best practices for staying alert for e-mail ‘phishers.’
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In my role as CTO at Myriad Advisor Solutions, I hear a lot from our clients about scammers trying to deceive them and their staff with phishing requests for things like gift cards and critical access information. Often disguising themselves as a boss or a member of upper management, these phishing attempts can often look sophisticated enough to deceive employees long enough to get critical information.
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We know what you’re thinking. September is way too early to be thinking about Thanksgiving and Christmas. While we certainly don’t disagree – especially when we have yet to enjoy Spooky Season in October – it really is never too early to plan your marketing efforts for your holiday client outreach. Good things take time, which means waiting to start can impede your efforts and the overall quality of the final product.
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BUSINESS OWNERS KNOW that the Employee Eligibility Verification form (Form I-9) is used to verify the identity and employment authorization of their employees. During the pandemic, the U.S. Department of Homeland Security (DHS) and the U.S. Immigration and Customs Enforcement (ICE) relaxed certain restrictions on I-9 forms. This allowed employers the flexibility to complete the form virtually.
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As the new school year approaches, parents and guardians are gearing up for the familiar rhythm of classes, extracurricular activities, and back to school doctor checkups & physicals. Through regularly scheduled doctor appointments comes an opportunity to assess your Dependent Care Flexible Spending Account (FSA). In this blog post, we'll explore the benefits of Dependent Care FSAs and discuss other ways to leverage your employee benefits for a successful school year.
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In today's fast-paced digital landscape, creating captivating marketing content is crucial for engaging audiences and driving business success. One remarkable tool that has emerged to assist marketers in this endeavor is ChatGPT, powered by the cutting-edge GPT-3.5 architecture. This AI-powered language model can be a game-changer in crafting compelling marketing content that resonates with your target audience. In this blog post, we'll explore using ChatGPT to generate top-notch marketing content effectively.
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closely following the developments on the U.S. Department of Labor's proposed overtime rule. Though initially planned to be released last fall, the update to the overtime provisions in the Fair Labor Standards Act had yet to go into effect.
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Managing Payroll Managing payroll is one of the most essential parts of running a business. From tracking employee hours to paying employees, to calculating taxes, the process can seem daunting. When it comes to payroll for their employees, financial advisors should be aware of several key aspects.
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ONE OF THE big reasons an entrepreneur might choose to start an S-Corp is the protection it affords to your personal assets in the event the company goes out of business. Any shareholder of an S-Corp can typically take a smaller salary and pay income taxes with regular payroll deductions before taking the remainder of profit as a distribution via their stake in the ownership.
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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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Every year, the Technology Association of Iowa (TAI) hosts the Prometheus Awards to honor achievement in the Iowa technology industry. Myriad was THRILLED to be nominated for the 2023 Small/Medium Iowa Technology Company of the Year along with CEO Danielle White being nominated for CEO of the Year! Myriad wasn’t even on TAI’s radar last year, meaning not one but TWO nominations count as HUGE wins – even if we didn’t take home the gold. Over a dozen employees from across the company attended the event and had a fantastic time. A big thanks to the Technology Association of Iowa – we’ll be back next year!
Myriad’s CTO, Leigh White, flew to Philadelphia in October to be a part of the SchwabIMPACT conference. This conference offered several engaging ways to learn, connect, relax, and sample some original Philly flavors. Leigh connected, reconnected, and experienced demos of the latest powerful products, features, and solutions available on Schwab’s platforms. She was thrilled to run into Marie Swift of Impact Communications (pictured above), a fellow industry veteran and long-time friend!
Danielle White, CEO of Myriad, took the Big Apple by storm in September! Through her industry connections, Danielle was invited to speak at both Nasdaq and The New York Academy of Medicine. She gave critical insights into her journey as an entrepreneur, including the challenges she’s had to overcome as a woman in the male-dominated technology industry. All in all, over 150 people heard her powerful message before Myriad went BIG TIME with a debut in Times Square (pictured above)!
Pictured Above: 3 Fearless Women! CEO, Danielle White, and VP of Strategy and Business Development, Aimee Cook, had an incredible time in September at this year’s FutureProof Festival in Huntington Beach, CA. There they joined their peers at the largest gathering of top-level wealth management professionals, CEOs, CTOs, COOs, and fast-growing financial advisors. They did things like record videos with industry leader Marie Swift as well as tackled challenges, shared insights, and helped generate actionable takeaways on 12 critical industry topics at FutureProof’s Breakthru Hosted Talks. Be sure to catch them both there next year!
Myriad's CEO Danielle White and her new podcast The White Report The White Report was featured by Best Stocks in their article about global leaders. The article explains how entrepreneurs can be empowered by embracing the philosophy of life-long learning. “The new podcast, led by Myriad Advisor Solutions’ dynamic CEO, Danielle White, delves into a spectrum of growth-oriented topics. Through captivating interviews with diverse business experts, the podcast equips entrepreneurs with valuable insights spanning executive leadership, technology, marketing, and beyond.”
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Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, today announced that they are launching a new podcast titled The White Report. Hosted by Myriad's own Chief Executive officer, Danielle White (White), The White Report provides actionable steps and advice to small business owners at every stage of a company's launch and growth. Each episode features a different business expert who will discuss with White pertinent topics that touch on executive leadership, business management, human capital, technology, marketing and more.
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We are so grateful to everyone who has supported us along the way on this journey and couldn’t have done it without you! In honor of our 14th anniversary, we had our second Annual Golf Tournament at the Tournament Club of Iowa in Polk City. Both Myriad clients and employees gathered to golf and spend the day outside! Additionally, we collected donations for the Susan G. Komen nonprofit and St. Jude Children’s Research Hospital. We raised $1,102 for the Susan G. Komen nonprofit, $1,137 for the St. Jude Children's Research Hospital, and will be donating $1,500 to each. Be sure to keep an eye out for our third Annual Golf Tournament golf invite next year! In addition to hosting our second Annual Golf Tournament, Myriad employees had the opportunity to go to an iCubs baseball game. Employees received free tickets to the game, food and drinks for the duration of the game, and a souvenir of choice as a memento of the evening. Everyone had a blast! Once again, thank you for your continued support. We are looking forward to the next 14 years of business!
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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