Rebecca Lake

Shallotte

Freelance writer. Mom blogger. Personal finance expert. Let's work together! Where I write: @USNewsMoney, @MyBankTracker, @CreditCardsCom @Investopedia

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Articles

Are HELOCs Tax-Deductible? How to Deduct HELOC Interest From Taxes

1 week ago | lendedu.com | Rebecca Lake |Erin Kinkade

Home equity lines of credit (HELOCs) not only offer access to cash, they can also yield a tax break in certain situations. Through the end of 2025, interest on home equity loans and HELOCs is tax-deductible if you use the money to “buy, build, or substantially improve the residence” that secures the loan. After 2025, interest may be tax-deductible regardless of how you use the funds, depending updates to the tax policy. Regardless, claiming a HELOC tax deduction can save you money at tax time.
Using Email Blasts for Prospecting as a Financial Advisor

1 week ago | erienewsnow.com | Rebecca Lake

Successful advisors know the value of email marketing in a competitive landscape. Email offers a direct connection to the people you want to reach with your services. It’s an opportunity to cultivate relationships, build trust and convert prospects to clients. Blast email campaigns are one strategy you might consider to grab and hold a prospect’s attention. SmartAsset’s Advisor Marketing Platform (AMP) offers financial advisors services like client lead generation, automated marketing and more.
How to Build a Quarterly Newsletter as a Financial Advisor

1 week ago | erienewsnow.com | Rebecca Lake

Email marketing is an effective way to build engagement with clients while keeping them updated on the latest trends and happenings within your firm. One of the keys to success with email campaigns is choosing the right frequency to share your messages. A mix of short weekly emails and longer quarterly newsletters can strike the right balance. And building a financial advisor quarterly newsletter is easier than you might think.
Free Email Templates for Financial Advisors

1 week ago | erienewsnow.com | Rebecca Lake

Email marketing can be a game-changer for your advisory business, whether you’re using drip campaigns to nurture leads or sending weekly newsletters to boost client engagement. The challenge is finding the time to craft the perfect email to send when you’re busy tackling everything else that goes into running your business. If you’re looking for a simpler solution, email templates for financial advisors can help you save time.
Comprehensive Guide to Branding for New RIAs

2 weeks ago | erienewsnow.com | Rebecca Lake

Your firm’s brand is its calling card, and making a solid first impression matters when starting a new RIA. Branding communicates who you are, what you do and, perhaps most importantly, what you value in serving your clients. Cultivating your new RIA’s brand image is a multilayered process, and it helps to know what to expect. Are you looking to expand the marketing of your financial advisor practice? Try SmartAsset AMP, a holistic client prospecting and marketing automation platform.
How to Talk to Your Clients as a Financial Advisor

2 weeks ago | lifestyle.sanclementejournal.com | Rebecca Lake

Good communication is the bedrock of a strong advisor-client relationship. Your clients want to hear from you and, more importantly, they want to feel that their needs and concerns are being heard. Making time to chat may be challenging, but having quality conversations can reap long-term rewards for your business. A solid communication strategy can also reduce stress around how to talk to clients and ensure that both of you find value in your interactions.
How to Nurture Leads as a Financial Advisor

2 weeks ago | erienewsnow.com | Rebecca Lake

Leads can help your business continue growing. But once you’ve made an initial connection, you’ll need to spend time building a rapport to gain trust from a prospective client. Emails and texts are an effective way to keep the lines of communication open. If you’re looking for ways to save time in this area, automated lead nurturing for financial advisors can help you deliver your messaging while leaving you free to focus on other aspects of running your business.
NASDAQ Listing Requirements Explained

2 weeks ago | sofi.com | Rebecca Lake

By Rebecca Lake. April 24, 2025 · 6 minute read This content may include information about products, features, and/or services that SoFi does not provide and is intended to be educational in nature. Understanding Nasdaq listing rules and how a stock exchange works can be helpful when mapping out an investing strategy and determining which stocks to purchase. As such, before a stock can be traded by investors, it must first be listed on an exchange.
Tactics for Finding Warm Leads as a Financial Advisor

3 weeks ago | erienewsnow.com | Rebecca Lake

Building a sustainable advisory business requires a steady flow of incoming leads. The more warm leads you can generate, the more opportunities you may have to convert prospects to clients. And adding some tried and true strategies to your marketing toolbox can help you attract warm leads for financial advisors. SmartAsset’s Advisor Marketing Platform (AMP) offers financial advisors services like client lead generation, automated marketing and more. Learn about SmartAsset AMP today.
What Salary Do Financial Advisors Make After 10 Years?

3 weeks ago | erienewsnow.com | Rebecca Lake

A career as a financial advisor has the potential to be lucrative, but how much can you expect to make? It depends on several factors, such as the number of years of experience you have under your belt. Looking at the typical financial advisor salary after 10 years can give you a better idea of how your earnings may rise over time. SmartAsset’s Advisor Marketing Platform (AMP) offers financial advisors services like client lead generation, automated marketing and more.