National Financial Educators Council’s Post

We at Speaks Financial Group understand that a clear marketing strategy is the compass guiding your business towards success. 🧭🚀 Translucidity in formulating your strategy not only aids in generating revenue but also boosts your brand reputation.📈💼 To give you and your business that winning edge, SFG provides secure and straightforward payment solutions, helping you convert your marketing strategies into tangible results. Together, let's navigate the complexities of financial transactions and pave the way for your business to flourish.🤝💰 #ClearMarketing #FinancialSolutions #SFGSuccessStories 🎯🔐

In the domain of Direct Financial Marketing, the rule is clear: be loud and direct. But is this method resonating with your clients, or is change needed? Reflect on your marketing approach and consider a fresh narrative. 📣 #MarketingReview #DirectApproach #ClientFeedbackLoop https://bit.ly/3QB71rg

Here’s this weeks blog post on the top 10 promo items for financial professionals. https://lnkd.in/eJ9N-5cY #FridayBlog #FinancialProfessionals #Promoproductswork #Wherewillyourlogogo #yourlogohere

Our VP of Marketing Brandon Fenstermaker gives us his five steps to financial success. Check it out! 🤗 #financialtips #financegoals

Need help getting organized financially? Check out these great tips in month's Visual Insights Guide. #DefeatClutter!

Person on the phone: "Every time I tell an advisor that I don't want to move my money to them, they go silent. Can't I just pay someone out of pocket to help me figure this out?" This is how I make financial planning accessible to those who don't want to move their money to an advisor (or simply don't meet traditional minimums). He knows it might make sense for him to do Roth conversions. He doesn't know: When to start doing them How much to do each year Whether he can convince his wife it's a good idea The things he hasn't thought about He doesn't want free advice, but he doesn't want to move his investments to an advisor. He was pretty happy when I told him I could help him - not only with the Roth conversion strategy, but with some of the things that affect the strategy that he hadn't thought about: When to claim Social Security Health insurance pre-65 Investment allocations (again, without managing the assets) You don't have to invest with an advisor to do some impactful financial planning.

In the world of financial advising, your voice matters. Amplify it with our strategic marketing solutions. #FinancialAdvising #AmplifyYourVoice Let's make sure you're heard loud and clear.