Benjamin Daniel, CFP® @Advisor_Project
Outsourced Financial Planner • https://t.co/WI0cpHfAkn • Founder of @MoneyWisdom_ • Featured in @YahooFinance, @MarketWatch, & @USNews linktr.ee/benjamin_daniel Columbus, OH Joined August 2019-
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Benjamin Daniel, CFP® retweeted
Want a chance to share YOUR marketing best practices with fellow advicers on the Kitces platform? Join @MichaelKitces (and team) for a free Info Session about contributing to the 2025 Kitces Marketing Summit tomorrow, Friday, January 3rd, from 1:30 – 2 PM ET. You'll learn more…
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Benjamin Daniel, CFP® retweeted
"Advisor Marketing Made Simple" is LIVE! If you're an advisor who is... ‣ Tired of experimenting without results ‣ Craving simple marketing strategies (that work) ‣ Excited to learn from experts and peers ...you're going to love what @kendrarockslife and I have in store…
3 solid questions to ask around your marketing messaging:
3 solid questions to ask around your marketing messaging:
Benjamin Daniel, CFP® retweeted
1/? 🚨SECURE Act FINAL Regs are here!🚨 I honestly can't remember a time when advisors, tax pros and "mom and pop" investors more eagerly awaited news from the IRS. But more than 4 1/2 years after SECURE was passed, we now have some definitive answers to key Qs. A thread...
Benjamin Daniel, CFP® retweeted
For anyone who's in industry media (or has a friend who is that you can @ tag in the thread)... our Kitces Team is hiring for a new Managing Editor! Our existing Managing Editor - the awesome Sydney Squires - has decided she wants to spend more time writing with us and pursuing…
"7 Of The Biggest Mistakes Advisors Make On Social Media," ft. @SamanthaTwenty, "10 Factors To Determine If Your Potential Niche Is Really Viable (And How To Finetune If Necessary) by @KristenLuke, and more… 👉 benjamindaniel.com/new-advisor-ma…
Benjamin Daniel, CFP® retweeted
I've got the last 3 of slots available in my NEXT Friday (May 31) AMA, and then a couple Fridays in June are open. I've heard say that my slovenly appearance gives people confidence that they, too, can succeed in this profession. So, come one come all. go.oncehub.com/AMA4Planners
"The Landscape For Back-Office Planning Vs. Client-Facing Roles" ft. @NewPlnrRec, "Yes, Every Advisor Can Learn To Sell Comfortably And Effectively" by Beverly Flaxington, and more… 👉 benjamindaniel.com/whats-trending…
Are you a new advisor hesitant to publish your first blog post, podcast, or video? A look at how even today's top creators — @garyvee, @MichaelKitces, & @jayclouse — didn't start out PERFECT. @DefineFinancial's advice: "Just" press publish, learn, & iterate. 👉 Link in bio.
Benjamin Daniel, CFP® retweeted
A new marketing podcast for advisors is launching... Advisors get to ask the questions and @TaylorSchulte & I will provide actionable advice from TWO different perspectives. Sign up to get 1:1 help from us: bit.ly/4dcPM9c
"The Best Way to Get Things Done" by @dollarsanddata, "How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years" ft. @cathycurtis, and more… 👉 benjamindaniel.com/whats-trending…
Benjamin Daniel, CFP® retweeted
🎉🔥 The Externship is back!!! 🔥🎉 And we are giving five registrations for $5 on April 5th!! To be eligible, register to our insiders list: amplifiedplanning.com/externship
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