Continuum Advantage

With many advisors planning for growth through advisor recruiting, we've gathered 9 critical insights to boost your efforts! Click through to read and comment below with your thoughts. We thought #6 was particularly insightful! 😲 #advisorrecruiting #financialadvisorrecruiting #financialadvisor #myriadas

Don’t miss Myriad’s one-and-only Charity Casino Night during our 15th anniversary celebration! Enjoy a casual night of fun and camaraderie raising funds for: ♠ Susan G. Komen Foundation ♣ Ronald McDonald House ♦ St. Jude Children’s Hospital Visit our 15th Anniversary website to learn more and secure your spot TODAY! 🎲 https://lnkd.in/guXH8Bwc #myriad15 #casinonight #poweredbymyriad #myriadas

Our CEO, Danielle White, CEPA, was honored at the Drake University Alumni Awards last week! Danielle received the Young Alumni Achievement Award. The Drake University Alumni Awards recognize the significant contributions of exceptional alumni to their alma mater, professions, and communities. Please join us in congratulating Danielle! 👏   #drakeuniveristy #youngalumni #drakealumni #myriadas

Financial advisors – join us at 1 PM on April 17th as CEO Danielle White, CEPA hosts Marie Swift & Jonny Swift, M.S. of Impact Communications, Inc. - Marketing & PR for an interactive discussion about converting more prospects utilizing: 🔥 Strong Press Relationships 🔥 AI Content Generation 🔥 Testimonials from Current Clients Click the link to register: https://bit.ly/3xvXr2l Have questions ahead of time? Send an email to marketing@myriadas.com or comment below. We hope to see you there! 😎 #financialadvisormarketing #marketingtips #myriadas

Succession and exit planning aren't just future considerations; they're integral parts of a continuous business strategy. We're committed to prioritizing succession and exit planning as integral parts of your business strategy. As part of our ongoing dedication, we're proud to have two certified CEPA (Certified Exit Planning Advisor) members on our team, Danielle White, CEPA and Leigh White! Our latest product initiative is designed to support you in every step of your succession and exit planning journey:   🔹 Consultation: Tap into the expertise of our seasoned advisors to discuss your business and exit goals.   🔹 Personalized Plan: Receive a tailor-made exit strategy crafted to fit your unique business needs, complete with a step-by-step roadmap.   🔹 Expert Connections: Access our extensive network of specialized professionals, ensuring you have the right expertise at every stage, including our in-house CEPAs.   🔹 Transition Planning Support: Seamlessly navigate your next steps with the assistance of Myriad Advisor Solutions, ensuring a smooth transition post-sale.   🔹 Implementation: Execute your exit strategy with confidence, supported by our team and cutting-edge financial tools.   🔹 Education: Gain access to a wealth of educational resources and ongoing support throughout the process.   If you're considering your next move, whether it's in the near or distant future, Myriad Advisor Solutions is here to support YOU every step of the way!   #fintechinnovation #successionplanning #exitstrategy #myriadas

🚨 Save the date! 🚨 Join us for our 15th anniversary celebration! 🥳 📅 Golf Tournament: June 12, 2024 A.H. Blank Golf Course Des Moines, IA 🎲 Vendor Showcase & Charity Casino Night: June 13, 2024 We would be honored to have you join us for this extraordinary celebration!   #myriad15 #golftournament #casinonight #poweredbymyriad #myriadas

Wishing you a joyous Easter filled with hope, renewal, and the blessings of the season! 🐣🌷 #easter #springseason #continuumadvantage

It’s #trendingtuesday! Here are 5 proven tips financial advisors use to help maximize their marketing efforts and convert more prospects! ✔ Branding: Effective branding tells your customers what they can expect from your products and/or services, making it clear why your clients should choose you. ✔ Content Marketing: It’s crucial to pinpoint a specific target market and client demographic because attempting to appeal to everyone often results in reaching no one. Tailor your content and messaging to demonstrate how your products and services directly benefit your customers. ✔ Social Media Marketing: Use social media to promote your brand and create awareness while effectively reaching new customers. Creating content shows the face behind your brand, establishing trust and credibility. ✔ Email Marketing: Regular emails including relevant content from your firm such as newsletters help to create consistent touchpoints with your clients. ✔ Blogging: Blogs can help differentiate your firm from competitors and establish credibility by allowing you to go deeper on different topics: #financialadvisors #financialadvisormarketing #marketingtips #myriadas

Nearly 15 years ago, Myriad Advisor Solutions was founded with three employees! Since then, we have experienced remarkable growth, expanded our team, services, and client base. Today, we have more than 50 employees! Despite our expansion, we remain true to our founding principles of integrity, expertise, and personalized client service, ensuring that each individual receives the attention and support they deserve on their financial journey. Looking ahead, we are excited to continue our trajectory of growth and innovation, committed to delivering exceptional value and guidance to our clients for years to come. 🙌 #15years #anniversary #myriadas #15MAS

It's Tuesday and you know what that means... Happy #trendingtuesday! Today's topic includes LinkedIn tips for financial advisors: ⭐ Change your LinkedIn headline: Marketing should always be about how you can serve your prospects. ⭐ Personalize your outreach: The purpose of LinkedIn is to use it as a networking mechanism, where you can lead with being genuine and authentic. ⭐ Create And Diversify Original Content: It never hurts to change up your content type. Even if LinkedIn’s algorithm favors certain types of content, you have to cater to the varying preferences of your target audience. Ready to boost your LinkedIn presence? Start implementing these tips today and watch your network grow! 😎 #financialadvisormarketing #financialadvisors #linkedinhacks #myriadas