We know what you’re thinking. September is way too early to be thinking about Thanksgiving and Christmas. While we certainly don’t disagree – especially when we have yet to enjoy Spooky Season in October – it really is never too early to plan your marketing efforts for your holiday client outreach. Good things take time, which means waiting to start can impede your efforts and the overall quality of the final product.
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BUSINESS OWNERS KNOW that the Employee Eligibility Verification form (Form I-9) is used to verify the identity and employment authorization of their employees. During the pandemic, the U.S. Department of Homeland Security (DHS) and the U.S. Immigration and Customs Enforcement (ICE) relaxed certain restrictions on I-9 forms. This allowed employers the flexibility to complete the form virtually.
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BUSINESS OWNERS KNOW that the Employee Eligibility Verification form (Form I-9) is used to verify the identity and employment authorization of their employees. During the pandemic, the U.S. Department of Homeland Security (DHS) and the U.S. Immigration and Customs Enforcement (ICE) relaxed certain restrictions on I-9 forms. This allowed employers the flexibility to complete the form virtually.
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As the new school year approaches, parents and guardians are gearing up for the familiar rhythm of classes, extracurricular activities, and back to school doctor checkups & physicals. Through regularly scheduled doctor appointments comes an opportunity to assess your Dependent Care Flexible Spending Account (FSA). In this blog post, we'll explore the benefits of Dependent Care FSAs and discuss other ways to leverage your employee benefits for a successful school year.
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In today's fast-paced digital landscape, creating captivating marketing content is crucial for engaging audiences and driving business success. One remarkable tool that has emerged to assist marketers in this endeavor is ChatGPT, powered by the cutting-edge GPT-3.5 architecture. This AI-powered language model can be a game-changer in crafting compelling marketing content that resonates with your target audience. In this blog post, we'll explore using ChatGPT to generate top-notch marketing content effectively.
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closely following the developments on the U.S. Department of Labor's proposed overtime rule. Though initially planned to be released last fall, the update to the overtime provisions in the Fair Labor Standards Act had yet to go into effect.
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Managing Payroll Managing payroll is one of the most essential parts of running a business. From tracking employee hours to paying employees, to calculating taxes, the process can seem daunting. When it comes to payroll for their employees, financial advisors should be aware of several key aspects.
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ONE OF THE big reasons an entrepreneur might choose to start an S-Corp is the protection it affords to your personal assets in the event the company goes out of business. Any shareholder of an S-Corp can typically take a smaller salary and pay income taxes with regular payroll deductions before taking the remainder of profit as a distribution via their stake in the ownership.
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In the digital age, business owners everywhere are turning to social media platforms to reach their audience. Videos have slowly become one of the most powerful and effective marketing content ideas for entrepreneurs – especially financial advisors. Not only are they memorable, but viewers retain 95% of a message that’s delivered in a video format1. Myriad Advisor Solutions has helped countless financial advisors craft videos of all kinds. We recommend every financial advisor starts creating video content. If you don’t know where to start, Myriad suggests you consider these four types of videos.
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It’s no secret that LinkedIn is HUGE for financial advisors. However, most advisors don’t know the key to maximizing their potential on the platform. Does your profile stand out to others in your industry? Does your content add value to current and potential customers? These are questions you need to ask yourself as a financial advisor. In this blog post, we’ll cover different tips financial advisors can implement to get the most out of their LinkedIn profile.
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As a financial advisor, you’re inviting prospective clients to trust you with their financial future. It’s not just about the dollars & cents though – you must showcase both your proficiencies and personality.
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As a small business owner in financial services (or any industry), you might be thinking, “what is brand safety and why is it important?” Read our post to learn more.
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A whopping 25% of the 670+ clients that participated in a YCharts survey considered switching advisors. What’s more - 21.8% of those clients actually made the switch! Can you guess the #1 reason clients decided to make the switch? Read our post to learn more.
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Are you contemplating transitioning to being a fully independent Registered Investment Advisor (RIA)? We have put together a guide that lays out the critical decisions you will need to make during your journey. It covers the different areas of your journey, from the initial decision to become an RIA through your office’s opening day and beyond.
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When evaluating technology vendors, RIAs typically look for vendors that can provide software and services that meet their specific needs and requirements. Here are some key factors that RIAs consider when selecting technology vendors
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If people need expert advice about retirement or investing, they go to you. But when you need specialist advice on websites, you come to Myriad.
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Myriad knows - determining which financial advisor is right for your firm can be a daunting task.
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By now, you’ve probably heard about the SEC’s new marketing rule that went into effect on November 4th, 2022. This is the biggest change to the financial marketing industry in over 60+ years!
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Let’s be clear about one thing: The last few years have not exactly been the easiest.
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Myriad brought together the leaders of our organization to answer the most frequently asked Technology, Marketing, and HR questions we come across.
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Myriad brought together the leaders of our organization to answer the most frequently asked Technology, Marketing, and HR questions we come across.
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SEO - a digital marketing buzzword (for good reason)!
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You’re a financial advisor - NOT a social media manager.
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Any marketer worth their salt will tell you: video is one of the strongest ways to put a spotlight on your business in the digital age.
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When it comes to blogging, business owners have no shortage of excuses. Financial advisors especially!
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It takes a special kind of brain to fully understand taxes but that’s why we’ve partnered with Michael Fussell at Tax Law Associates LLC.
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How do different generations use social media?
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Over our history providing IT solutions to entrepreneurs in many industries, Myriad has gained some critical insights into the most common cybersecurity mistakes financial advisors make.
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When digital marketing starts gets to be a bit much, all you can do is take one step at a time.
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It’s a wonderful feeling when someone trusts us with their website redesign.
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When is the last time that you had your technology inspected?
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Looking to improve the marketing for your financial practice? Look no further than Myriad Advisor Solutions.
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As the tagline goes, Myriad’s mission is to empower you to ‘do what you do best’ while we ‘do the restSM.’
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The final model we are exploring is to Tuck-In/Join an existing RIA or Broker-Dealer.
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Business owners know that their marketing, technology & human resources must be synchronized with their entrepreneurial needs to help – not hinder – their success.
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When viewing the vast, intricate, and sometimes silly world of social media, it’s natural for anyone to ask the question ‘where’s the benefit for me?’
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Myriad Advisor Solutions breaks down the process of independent business ownership into actionable objectives to help you realize your dream.
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Your website is your most important digital asset – full stop. It’s the first place a prospective client might discover you.
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Advisors who ask themselves, ‘How do I become an independent financial advisor?’ might be a little daunted by the prospect of owning their own business.
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It’s no secret that security is on everyone’s minds lately. Myriad Advisor Solutions can help reduce your anxiety about the world of cybersecurity so you can keep your mind on what you do best.
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We’ve spoken before about the different independent models that advisors must consider – like registered investment advisor (RIA).
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Myriad Advisor Solutions breaks down the process of independent business ownership into actionable objectives to help you realize your dream.
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The latest buzz in financial advertising is all about the recent revisions to longstanding SEC rules regarding client testimonials.
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If you have a website, you may have heard about SEO- Search Engine Optimization.
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As 2021 draws to a close, it’s a great time to call your clients for an end-of-year financial ‘checkup.’ Myriad Advisor Solutions has gathered these 5 year-end financial topics to talk about with your clients.
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If you are a captive financial advisor, chances are you have wondered ‘what are the pros and cons of going independent?’
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As National Retirement Security Month draws to a close, Myriad Advisor Solutions is taking a closer look at retirement savings accounts.
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What springs to mind when you hear the phrase ‘4th Quarter’? For some, pumpkin spice lattes, spooky season, turkey dinners and jingle bells might all be answers.
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Did you know most CDs come due in October? Upon getting a tax return in April, many people will shelter it in a CD or similar safe-money type account.
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Myriad Advisor Solutions enables financial advisors to do what they do best by simplifying their transition into independence, but did you know there are other companies in our family?
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We’ll skip the old cliché about death and taxes but, suffice to say, the government will always get their money in their end.
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Stop right now and ask yourself – how do I start my own business?
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As the Senate considers the PRO Act, independent advisors everywhere are asking what the possible implications could be.
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Myriad CEO, Danielle White, and her new podcast The White Report was featured by Best Stocks in their article about global leaders. The article explains how entrepreneurs can be empowered by embracing the philosophy of life-long learning. “The new podcast, led by Myriad Advisor Solutions’ dynamic CEO, Danielle White, delves into a spectrum of growth-oriented topics. Through captivating interviews with diverse business experts, the podcast equips entrepreneurs with valuable insights spanning executive leadership, technology, marketing, and beyond.”
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Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, today announced that they are launching a new podcast titled The White Report. Hosted by Myriad's own Chief Executive officer, Danielle White (White), The White Report provides actionable steps and advice to small business owners at every stage of a company's launch and growth. Each episode features a different business expert who will discuss with White pertinent topics that touch on executive leadership, business management, human capital, technology, marketing and more.
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We are so grateful to everyone who has supported us along the way on this journey and couldn’t have done it without you! In honor of our 14th anniversary, we had our second Annual Golf Tournament at the Tournament Club of Iowa in Polk City. Both Myriad clients and employees gathered to golf and spend the day outside! Additionally, we collected donations for the Susan G. Komen nonprofit and St. Jude Children’s Research Hospital. We raised $1,102 for the Susan G. Komen nonprofit, $1,137 for the St. Jude Children's Research Hospital, and will be donating $1,500 to each. Be sure to keep an eye out for our third Annual Golf Tournament golf invite next year! In addition to hosting our second Annual Golf Tournament, Myriad employees had the opportunity to go to an iCubs baseball game. Employees received free tickets to the game, food and drinks for the duration of the game, and a souvenir of choice as a memento of the evening. Everyone had a blast! Once again, thank you for your continued support. We are looking forward to the next 14 years of business!
Many people are unsure of the challenging task of going independent. CEO Danielle White talks about how Myriad Advisor Solutions navigates the transition process for financial advisors. Over the course of the last 14 years, Myriad has been able to streamline the transition process, in order to take the stress and pressure off of advisors. In addition, Myriad Advisor Solutions is able to help advisors not only with the transition process but to grow and maintain the business all while enhancing the client experience.
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In the article, “Why the Ranks of Women Advisors are Finally Increasing,” Financial Advisor Magazine’s Tracey Longo remarked on Myriad’s ratio of female employees stating, “Myriad walks the walk when it comes to hiring women themselves. The firm has 62 employees, 34 of them women.” Our CEO, Danielle White, explained, “I think our firm empowers women through example and help illustrate a successful business model that allows advisors we work with today to have that same success … more times than not through the female workforce.” To read the full article, click the Financial Advisor logo.
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T3 is the latest information hub to take an interest in the newly restructured executive team at Myriad. “I am extremely proud – both as a mother and a business mentor – to see Danielle’s skill and abilities blossom in such a profound and beautiful way,” said former CEO Leigh White. “During the last few years, I had several family members pass away and as a result, I had to step back from my work responsibilities to a degree. Every business owner hopes that their company has the leadership to weather any storm. Danielle stepped in and led this firm without missing a beat.”
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Myriad Advisor Solutions announced that Danielle White has assumed the role of CEO. While Leigh White is not retiring and will remain in the C-suite, Danielle is taking the helm as part of the company’s multi-year succession plan. To read the official news release, click the Yahoo! Finance logo.
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Authority Magazine interviewed Myriad CEO, Danielle White, asking her advice on how to push the boundaries of your comfort zone in order to succeed at both your career and your life. Danielle responded with some great insights: “Getting out of your comfort zone is exciting. You have a chance to learn new things: different problem-solving skills, new perspectives, how to retrain your habits. All of these things increase the quality of your life and the lives of those around you.”
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Myriad provided 2022 success stats saying: “Seeing these numbers is such a sweet reminder of the impact we were able to make in 2022.”
Many people are unsure of the challenging task of going independent. CEO Danielle White talks about how Myriad Advisor Solutions navigates the transition process for financial advisors. Over the course of the last 14 years, Myriad has been able to streamline the transition process, in order to take the stress and pressure off of advisors. In addition, Myriad Advisor Solutions is able to help advisors not only with the transition process but to grow and maintain the business all while enhancing the client experience.
Advisorpedia asked Myriad’s Danielle White for her thoughts on themes in the FinTech space. In this video interview, Taking on the 800 Pound Gorilla with FinTech, she made some very interesting observations. She mentioned how although the market is saturated, new firms and employees have the advantage as financial advisors are looking for who will best fit their firm. Therefore, this leaves room for major opportunity and the ability to "Take on the 800 pound gorilla".
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