"...the key to finding an adviser you can trust is to ask lots of questions." says the legendary The Wall Street Journal columnist Jason Zweig. We couldn't agree more! Don't get misled by fabricated headlines and pay for play 'badges'. Evaluate your current or prospective adviser today with Rainb%k. https://lnkd.in/eiTk9h9t
Rainbook
金融服务
Atlanta，GA 331 位关注者
Receive a free unbiased review of your financial advisor. See your fees and performance @ rainbook.com.
关于我们
Rainbook provides you with a free unbiased review of your financial advisor and can match you with a new RAIN? certified fiduciary advisor.
- 网站
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https://www.rainbook.com
Rainbook的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Atlanta，GA
- 类型
- 私人持股
- 创立
- 2021
地点
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主要
获取路线
US，GA，Atlanta
Rainbook员工
动态
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Rainbook转发了
These financial planning facts might send chills down your spine ??, but financial fears don’t have to keep clients up at night. ??This Halloween, remind them that a sound financial plan can turn nightmares into peace of mind. Have a spooktacular #Halloween! #FrighteningFacts #FinancialPlanning #CFPpro?
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Included in the latest Cerulli report, “Overall, as the financial wealth of women increases, advisors and providers must understand best practices for acquiring women clients and focus on the aspects of service that women want from their financial providers,” We recognized this long ago at Rainbook and are driven by the belief that diversity fosters better financial outcomes and stronger client relationships. We decided to become the first gender balanced advisor network, in addition to: + Fiduciary + CFP?, CFA, CPA + Independent + Fee only Evaluate your advisor or find a new advisor at www.rainbook.com
Rainbook: Upgrade Your Advisor With A Free Portfolio & Fee Review
rainbook.com
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Are you one of the 75% of investment clients?! If so, try our free Advisor Analyzer? to receive personalized insights.
Chief Evangelist at FMG Suite | Marketing + Finance+ Tech | Investment News 40 Under 40 | WealthManagement.Com “10 to Watch” | ThinkAdvisor Luminary. Follow me for marketing strategies to grow your advisory firm ??
??75% of advisory firm clients in the US have either either switched, or thought about switching financial advisors in the last year.* At Future Proof in Huntington Beach, CA this week (in addition to walking on my face on the Futureproof hollywood walk of fame ?? —see photo), I also joined Sean Brown of YCharts and Adam Cox of The First National Bank in Sioux Falls and we had a great discussion full of practical, tactical tips and ideas on how to drastically improve the way you communicate and market…..we also had slides that highlighted the state of how clients currently feel about communication from their advisors in the US. (Hint hint: the majority of clients want much MORE communication from their advisor) A few tips I shared: 1. When creating content, think about PAIN POINTS. Retirement is a long- way-in -the -future thing. But something like taxes, or healthcare costs- those come up year after year, every year, and therefore feel more immediate. 2. Use Google trends to see what Americans are searching for- then ask AI for ideas on how to connect those pop culture and news trends to financial planning lessons you can make podcast/video/blogs about 3. We at FMG found that when clients were texted a reminder about completing paperwork/docusign- they returned it within just FIVE minutes on average**. Meet people where they are already spending time - and don’t underestimate the power of 1:1 personalized communications *According to YCharts client communication survey. ??Comment “report” if you want the full report /slides we covered and I’ll send it your way. **Based on data from MyRepChat, an FMG company If client and prospect communication is a pain point for you and your looking for someone to help you write emails and social posts and do your drip marketing and get contnet out within hours after news breaks… message me! #futureproof2024 #futureproofFestival #wealthmanagement
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Investors waking up to what it truly means to work with a fiduciary advisor. ?? If your wealth firm is earning more on your cash than you are, it’s time to reassess. That’s not how fiduciary responsibility works. ???? Don’t settle for less—ensure your advisor is acting in your best interest, not theirs. Find out about your advisor @ Rainbook: 1. Is your advisor truly a fiduciary? ?? 2. Do you know the full breakdown of ALL the fees you’re paying? ?? (If your advisor claims not to charge AUM fees, they might be collecting even higher hidden fees elsewhere!) 3. How much is your cash actually earning? ?? #RIA #Fiduciary #AdvisorAnalyzer #CashOptimizer
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What is your cash currently yielding in your investment account?!
Headlines are buzzing about lawsuits against major banks for offering meager returns on clients' cash balances through their cash sweep accounts. This issue isn’t new—it’s been happening for years. Despite promises of "increased" yields, the reality is stark. ?? Money market funds are currently yielding 5%+, not 2% and certainly not .02%. ?? But here’s the thing: Investors shouldn’t rely on lawsuits to maximize their returns. ? A fiduciary independent advisor is committed to acting in your best interest ALL the time—not the brokerage's. At Rainbook, we believe in transparency. Our cash optimizer has been revealing the true earnings on cash since last year. Plus, we can connect you with a fiduciary advisor for a free portfolio review. Check it out today if you haven't already! https://lnkd.in/exqN3KWm
Wells Fargo sued twice over cash sweep rates, LPL sued again
https://www.investmentnews.com
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Investors are just now realizing the missed opportunities in the cash sweep business. Rainbook's Advisor Analyzer began highlighting this last fall and this The Wall Street Journal article by Randall Smith is from February of last year! Our cash optimizer is just one component which delivers your current cash yield alongside a detailed breakdown of your fees. https://lnkd.in/ecm8srhv
Some Investors Are Missing Out on Higher Yields—and Don’t Know It
wsj.com
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Clients at leading wealth management firms are about to see a significant increase in the returns on their cash. Whether driven by client demands or regulatory pressures for advisors to uphold their fiduciary duties, this change is a welcome development. ?? With current short-term treasury rates yielding over 5%, many clients have been receiving only 0.05% to 0.50% on their cash. ?? Rainbook's Cash Optimizer can show you exactly how much you're earning on your cash and identify opportunities to reduce both management and fund fees.
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Fund fee wars are getting less bloody, says Morningstar Fund fees ticked down slightly in 2023 to .36% from .37%, saving investors approximately $3.4B in fund expenses last year. ?? If .01% saves $3.4B .....just think the amount fees which were paid in 2004 when fund expenses averaged .87%? ?? Is your portfolio stuck paying 2004 fees? Find out at Rainbook. https://lnkd.in/gyErNXFw
Fund fee wars are getting less bloody, says Morningstar - InvestmentNews
https://www.investmentnews.com
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Rainbook转发了
We had an incredible experience in Chicago at the Morningstar Investment Conference last week! Presenting Rainbook to such an engaged and insightful audience was a true highlight. It was inspiring to connect with new advisors, learn from fellow presenters, and gain insights from industry luminaries. A big thank you to everyone (Nate Hartauer Lawrence Johnson Anthony Termini Kevin Reed) who made this event exceptional. We look forward to returning! #MICUS #MorningstarConference #Rainbook #Investment #Networking #IndustryInsights
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