Windward Recruiting

Where should your firm spend the most time for the most growth? The top social media sources where young adults are getting their information are YouTube and Reddit, both at 47%. The least used social sites are LinkedIn at 7% and Facebook at 3%. These platforms are over-saturated with poor advice and very little research behind it. Outside of social media, those surveyed primarily get wealth advice from family (35%) and internet searches (33%). Using wealth advisors is comparatively rare (11%). When can you start? After you comment on this article! [Excerpt from latest BLOG POST] Continue reading more of our latest blog post! 🌊⛵ https://lnkd.in/gXT2HTBu . . . #WindwardRecruiting #wealth #business #movingyouforward

It’s no secret that Gen Z and Millennial generations of taxpayers are seeking wealth advice primarily through social media. 🤳 A survey of 1,009 people in January 2024, commissioned by Forbes Advisor and conducted by market research company Prolific, found that 79% of members of the Millennial and Gen Z generations have gotten wealth advice from social media. Some might say it’s a train wreck waiting to happen, but we say it's good news for your firm! Is there an abundance of terrible advice on TikTok? Yes. 📲 Can you, a professional and licensed wealth advisor, knock out the competition with a simple 2-minute advice video once a week? You can! [Excerpt from latest BLOG POST] Continue reading more of our latest blog post! 🌊⛵ https://lnkd.in/gXT2HTBu . . . #WindwardRecruiting #wealth #business #movingyouforward #wealthadvice #millenial #generationalwealth

🤝Passionate about providing excellent client service? 📞 10 minutes is all you need to learn more about this Client Service Associate role in Columbus! #windwardrecruiting #movingyouforward #wealthmanagement #wealthadvisorassociate #financialservices #wealthylife #columbus

Archive Intel, a new archiving solution for electronic communications such as text, email, and social media. Fintech entrepreneur Larry Shumbres, alongside chief technology officer Ravi Gupta and Chief revenue officer Shea Werner, have created the first AI archiving solution to combat the recent uptick in audits. The Securities and Exchange Commission (SEC) issued collective fines of over $1 billion last year for noncompliant communications with clients. This initiative is a continuation of the aftermath of a $1.8 billion fine imposed on 16 Wall Street firms for their record-keeping shortcomings in September 2022. [Excerpt from latest BLOG POST] Continue reading more of our latest blog post! 🌊⛵ https://lnkd.in/gXT2HTBu . . . #WindwardRecruiting #wealth #business #movingyouforward #archiveintel #ai

Archive Intel, a new archiving solution for electronic communications such as text, email, and social media. Fintech entrepreneur Larry Shumbres, alongside chief technology officer Ravi Gupta and Chief revenue officer Shea Werner, have created the first AI archiving solution to combat the recent uptick in audits. The Securities and Exchange Commission (SEC) issued collective fines of over $1 billion last year for noncompliant communications with clients. This initiative is a continuation of the aftermath of a $1.8 billion fine imposed on 16 Wall Street firms for their record-keeping shortcomings in September 2022. [Excerpt from latest BLOG POST] Continue reading more of our latest blog post! 🌊⛵ https://lnkd.in/gXT2HTBu . . . #WindwardRecruiting #wealth #business #movingyouforward #archiveintel #ai

🤝Passionate about providing excellent client service? 📞 10 minutes is all you need to learn more about this Client Service Associate role in Columbus! #windwardrecruiting #movingyouforward #wealthmanagement #wealthadvisorassociate #financialservices #wealthylife #columbus

Whether you’re fascinated by AI or not, everyone needs to stay knowledgeable about the newest AI tools enhancing companies’ competitive advantage. Today we’re diving into two exceptional AI tools that’ll help your company grow organically. Vanilla is an estate planning technology firm. They exemplify embracing AI to modernize how advisors optimize their client’s strategies. Their new AI tool, Vanilla Scenarios, allows multiple real-time scenario modeling. The tool combines potential planning scenarios into already established estate plans. This creates a more foundational strategy for the client. By simulating how GRATs, SLATs, ILITs, and QPRTs could mitigate estate taxes, advisors can present financial plans with crystal-clear planning options. [Excerpt from latest BLOG POST] Continue reading more of our latest blog post! 🌊⛵ https://lnkd.in/gXT2HTBu . . . #WindwardRecruiting #wealth #business #movingyouforward #vanillascenarios #ai

Ready to level up? 📈 ⭐This Senior Wealth Advisor opportunity might be the ticket 🎟️ #windwardrecruiting #movingyouforward #wealthmanagement #wealthadvisorassociate #financialservices #wealthylife #tampa

In a recent study by Herbers & Company, 58% of advisory firms offer some sort of estate planning services, while 28% of clients seek such services. Financial consumers are looking for a more holistic approach these days. The AI tool helps give advisors a well-rounded service to help enhance the consumers’ potential strategies and could entice your tax planning clients for additional services from your firm. [Excerpt from latest BLOG POST] Continue reading more of our latest blog post! 🌊⛵ https://lnkd.in/gXT2HTBu . . . #WindwardRecruiting #wealth #business #movingyouforward #audit #ai

Whether you’re fascinated by AI or not, everyone needs to stay knowledgeable about the newest AI tools enhancing companies’ competitive advantage. Today we’re diving into two exceptional AI tools that’ll help your company grow organically. Vanilla is an estate planning technology firm. They exemplify embracing AI to modernize how advisors optimize their client’s strategies. Their new AI tool, Vanilla Scenarios, allows multiple real-time scenario modeling. The tool combines potential planning scenarios into already established estate plans. This creates a more foundational strategy for the client. By simulating how GRATs, SLATs, ILITs, and QPRTs could mitigate estate taxes, advisors can present financial plans with crystal-clear planning options. [Excerpt from latest BLOG POST] Continue reading more of our latest blog post! 🌊⛵ https://lnkd.in/gXT2HTBu . . . #WindwardRecruiting #wealth #business #movingyouforward #vanillascenarios #ai