2023 May Myriad Minutes

2023 May Myriad Minutes

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Myriad Advisor Solutions

Do what you do BEST! Let us do the REST!

发布日期: 2023年5月8日
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Webinar: Video Marketing for Financial Advisors

On a peach background with diagonal white stripes, is the outline of Katie Braden, CFP. The text says: WEBINAR. Katie Braden, CFP, presenting on Video Marketing for Financial Advisors on Wednesday, may 17th at 12pm CT.

Everyone hates the way they look/sound in video recordings. But what if we had someone who could teach you lights, equipment, talking points, and hand gestures? Cue: Katie Braden, CFP? . This former Financial Advisor is passionate about teaching other advisors how to correctly utilize video marketing.

Bonus: Katie is offering an exclusive Video Marketing class for select Advisor Club?members! Attend the webinar to find out more.

*Note: this webinar is exclusive to Advisor Club members. Must be an active Advisor Club member in order to attend.

Blog: Why You're Losing Clients

A black man in a suit, holding a tablet. He is pointing at a laptop.

A recent study by YCharts suggests that 25% of clients have considered switching advisors. 21% of those clients made the switch. Read our blog to find out?why.

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News: Making Tech Connections to Better Serve You

On a white background with red diagonal stripes, the Channel Partners logo sits above text that says "May 1st- 3, 2023, The Venetian Resort & Expo, Las Vegas." To the right sits the headshots of two people: Aimee Cook (VP of Strategy and Development) and Ron Evans (Executive Director of Client Services). Above the headshots is the Myriad logo, along with text saying, "We'll be at Channel Partners 2023!"

Channel Partners Events Conference and Expo is coming up in Las Vegas! Ron Evans and Aimee C. are excited to take part again in this huge event that brings together ICT professionals to further build relationships with existing Strategic Partners, be introduced to top new solutions & stay up to date on the latest tech trends. This sets the stage for Myriad Advisor Solutions to continue to provide the latest and greatest tech for our clients.

Myriad Magie: 2023 Holiday Pack

A pink background with a dark pink palm pattern at the top and bottom. In the middle, the text on the image says "Happy Mother's Day." Below that, the text says "your logo here." The graphic is accentuated with pink butterflies.

Studies have shown that clients prefer more touch points throughout the year. An easy way to do this is to email them during holidays to wish them well and remind them of your hours or closings. Myriad has made it easy- We’ll make you your own 2023 Holiday Pack - graphics with your logo for each holiday, along with pre-written copy! Monthly client touchpoints are as easy as “copy” and “paste.” Email "Holiday Pack" to?[email protected]?to utilize one of your Advisor Club marketing hours for the 2023 Holiday Pack.?



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