Author: Chetan Mittal

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About - Chetan Mittal

Chetan Mittal is a seasoned Ruby on Rails, and software product development and marketing professional with 21+ years of experience in software development and consulting, now focusing on solving problems for financial advisors. With an MBA and MTech, he blends tech expertise with financial knowledge to innovate in this niche.

All Posts: https://riafin.com/authors/chetanmittal/
Bluesky: https://bsky.app/profile/cmittal79.bsky.social
Linkedin: chetan-mittal-tiger
Twitter: @cmittal79

All Posts by Chetan Mittal

• Addressing Client Misinformation: Effective Communication Strategies for Fee-Only Financial Advisors - published on September 07, 2024
• Uncovering the True Costs of Indexing: Smarter Alternatives for Financial Advisors - published on September 06, 2024
• How Financial Advisors Can Safely Integrate Digital Estate Planning Tools Without Risking Unauthorized Practice of Law (UPL)? - published on September 05, 2024
• Essential Skills for a Thriving Financial Planning Career - published on September 04, 2024
• Comparison of Popular Short-Form Video Platforms: Which One is Right for You? - published on September 03, 2024
• From Consultation to Collaboration: How Meaningful Conversations Drive Sales Success - published on September 02, 2024
• Step-by-Step Guide to Writing Scripts that Captivate Your Target Audience - published on August 31, 2024
• Meeting Compliance Standards in Your Short-Form Video Marketing - published on August 30, 2024
• Sustaining a Successful Financial Planning Career: Key Strategies for Longevity - published on August 29, 2024
• Targeting the Right Clients: Aligning Financial Planning Services with Prospect Needs - published on August 27, 2024
• From Overwhelm to Success: Practical Tips for Landing Clients via Social Media - published on August 26, 2024
• Creating Win-Win Scenarios: Mastering the Art of Identifying the Real ‘Win’ in Sales Conversations - published on August 24, 2024
• Understanding SEC's Updated Definitions for RIA Advertising and Endorsements - published on August 23, 2024
• How Embracing Radical Honesty Enhances Client-Adviser Relationships - published on August 23, 2024
• Top Career Paths in Financial Planning: A Comprehensive Guide for Students - published on August 22, 2024
• Scaling Your Financial Advisory Firm: How Mentorship and Culture Drive Sustainable Growth - published on August 21, 2024
• How Financial Advisors Can Attract Their First Client via Social Media: A Step-by-Step Guide? - published on August 20, 2024
• The Impact of Independent RIA Firms on the Future of Financial Planning - published on August 17, 2024
• Comparing RIA and CFP Credentials: Key Differences in Financial Planning - published on August 17, 2024
• Top Video Editing Software for Creating High-Impact Short-Form Videos - published on August 16, 2024
• How to Build a Content Workflow for your Financial Planning Firm That Saves Time and Boosts Productivity - published on August 16, 2024
• Choosing the Best Short-Form Video Platform for Your Fiduciary Financial Advisory Business - published on August 16, 2024
• Avoiding Misrepresentation: Key Advertising Guidelines for Financial Advisors - published on August 16, 2024
• Breaking into Financial Planning: Tips for Recent Commerce Graduates - published on August 15, 2024
• The Ultimate Guide to Starting Your Financial Planning Career - published on August 14, 2024
• How to Optimize Your Social Media Profile to Attract High-Value Clients - published on August 13, 2024
• The Growing Influence of Independent RIA Firms in the Financial Planning Profession - published on August 13, 2024
• RIA vs CFP: Understanding the Differences in Roles, Responsibilities, and Expertise - published on August 12, 2024
• Navigating RIA Marketing Compliance: Essential SEC Rule Updates for 2024 - published on August 10, 2024
• Master Social Media: Turning Short-Form Videos into Client-Attracting Machines - published on August 10, 2024
• Future Trends in Technology for Financial Planning - published on August 08, 2024
• Effective Use of PPC and Social Media in Financial Advisor Marketing - published on August 08, 2024
• Case Study: Effective PPC Campaigns for Financial Advisors - published on August 08, 2024
• Improving Efficiency with Virtual Financial Advisor Support Services - published on August 06, 2024
• Envestnet's $4.5 Billion Acquisition: Insights and Implications for the Asset Management Industry - published on August 06, 2024
• Pricing Insights for Fee-Only Financial Planners: Optimize Your Fee Structure - published on August 05, 2024
• Innovative Service Offerings for Fee-Only Financial Planners - published on August 05, 2024
• Elevate Your Financial Planning Practice: Innovative Solutions for Fee-Only Advisors - published on August 05, 2024
• Efficient Billing and Bookkeeping for Fee-Only Financial Planners - published on August 05, 2024
• How to Engage Prospects and Gain Trust for Your Financial Advisory Firm - published on August 02, 2024
• Key Compliance Steps for Registering Your RIA - published on August 02, 2024
• Why Outsourcing Business Management Operations is Crucial for Financial Advisors - published on July 31, 2024
• Optimizing Business Management for Fee-Only Financial Advisors - published on July 31, 2024
• Top 5 Technologies Financial Advisors Use to Enhance Client Service - published on July 29, 2024
• Must-Have Solutions for Fee-Only Financial Advisors Serving Millennials and Gen Z - published on July 29, 2024
• 5 Strategies for Financial Advisors to Evaluate New Technologies Efficiently - published on July 29, 2024
• 10 Ways Fee-Only Advisors Can Boost Revenue and Simplify Operations - published on July 29, 2024
• Becoming a Fiduciary: How to Practice Financial Planning in the United States? - published on July 24, 2024
• Top 5 Reasons Why Hiring the Right Team is Essential for Financial Planning Firms - published on July 23, 2024
• Top 7 Strategies for Building Efficient Systems in Financial Planning Firms - published on July 23, 2024
• 5 Must-Know Sales Tips for Financial Planners - published on July 20, 2024
• Ultimate Guide to Optimizing Your Financial Advisor Sales Funnel - published on July 20, 2024
• Mastering SNAP Selling: A Guide for Financial Planners - published on July 20, 2024
• Beginner's Guide to Certified Financial Planning (CFP) - published on July 20, 2024
• Boost Your Financial Advisory Business with These 7 Sales Skills - published on July 18, 2024
• Effective Strategies for Retaining Top Talent in Financial Planning Firms - published on July 17, 2024
• Guide to Hiring Your First Employee: Compliance Obligations Uncovered - published on July 17, 2024
• How Beauty, Simplicity, and Creativity in Website Design Help Advisory Firms Stand Out - published on July 17, 2024
• Comprehensive Guide to SEO for Financial Advisors - published on July 16, 2024
• Registered Investment Advisors: Key Investment Management Options - published on July 15, 2024
• How to Find Your Financial Planning Niche and Attract Ideal Clients? - published on July 15, 2024
• Financial Planning Fee Structures: Comprehensive Options Analysis - published on July 15, 2024
• Financial Planning Practice: Comprehensive Business Plan Guide - published on July 15, 2024
• RIA Startup Budget: Essential Guide for First-Year Financial Planning Practices - published on July 10, 2024
• Overcoming Limiting Beliefs for Success in Financial Planning - published on July 09, 2024
• Essential Features for Financial Planning Software in Cashflow-Based Practices - published on July 09, 2024
• 6 Essential Tools to Launch Your Financial Advisory Firm - published on July 09, 2024
• 7 Common Bookkeeping Mistakes Financial Advisors Should Avoid - published on July 09, 2024
• Successful Overhauls of Financial Advisor Websites: 6 Case Studies - published on July 08, 2024
• Enhancing Processes: Key to Efficiency for Financial Planning Firms - published on July 08, 2024
• Emerging Trends in Financial Content Marketing Strategies - published on July 08, 2024
• Combining Technology and Marketing Strategies for Financial Advisors - published on July 08, 2024
• How to Get Your Financial Advisor Website Professionally Designed and SEO-Optimized - published on July 06, 2024
• Guide Clients Through Complex Financial Decisions as a Financial Planner - published on July 06, 2024
• How Fee-Only Advisors Can Overcome Business Management Barriers - published on July 06, 2024
• How to Implement a Unique 'Barbell' Approach to Client Management - published on July 06, 2024
• 10 Top Cyber Security Tips for RIA Owners - published on July 03, 2024
• Do I Need to Know How to Start My Financial Planning Firm Before Joining RFPN? - published on July 03, 2024
• Effective Web Design Tips for Your Financial Planning Practice Website - published on July 03, 2024
• Answers to Common Questions When Launching Your Financial Planning Firm - published on July 03, 2024
• 7 Steps to Streamline Your Employee Experience and Help Your Advisory Firms Grow - published on July 02, 2024
• Strategies for Creating and Enhancing Workflows at Your Financial Planning Firm - published on July 02, 2024
• How to Go Full-Time as a Financial Planning Solopreneur - published on July 02, 2024
• How to Align with Your Partner Before Pursuing Entrepreneurship - published on July 02, 2024
• How to Manage Compliance as an RIA Firm Owner? - published on June 29, 2024
• Improving User Experience on Financial Advisor Websites - published on June 29, 2024
• Writing Effective Blog Posts for Financial Advisors - published on June 22, 2024
• Using LinkedIn for Financial Advisor Networking and Leads - published on June 21, 2024
• How to Start Your Own Financial Planning Practice - published on June 19, 2024
• Mastering Your Compliance Program as an RIA Owner - published on June 19, 2024
• How to Generate the Right Leads for Your RIA - published on June 19, 2024
• Strategic Consulting Strategies for Financial Planning Firms - published on June 15, 2024
• Effective Risk Management Techniques for Financial Advisors - published on June 15, 2024
• Continuous Compliance: Ensuring Regulatory Adherence for Financial Planners - published on June 15, 2024
• 30 Sales Tips for RIA Owners in 30 Minutes - published on June 15, 2024
• Virtual Support Success Stories: Enhancing Efficiency for Financial Planners - published on June 12, 2024
• Enhancing Client Engagement with Virtual Inbound Sales Support - published on June 12, 2024
• How Virtual Administrative Support Can Benefit Financial Advisors - published on June 12, 2024
• Latest Trends in Financial Advisor Technology - 2024 - published on June 12, 2024
• Consulting and Compliance Best Practices for Financial Planners - published on June 12, 2024
• Storytelling in Financial Content: Captivating Your Audience - published on June 08, 2024
• How to Maintain Your Financial Advisor Website - published on June 08, 2024
• Key SEO Strategies for Financial Advisor Websites - published on June 08, 2024
• Custom Features for Financial Advisor Websites to Boost Engagement - published on June 08, 2024
• Talent Acquisition Best Practices for Financial Planners - published on June 07, 2024
• Leveraging Social Media for Leads Generation in Financial Planning - published on June 07, 2024
• Leads Generation Strategies for Financial Planners - published on June 07, 2024
• Gathering Client Feedback: Strategies for Improving Satisfaction - published on June 07, 2024
• Data Management Best Practices for Financial Advisors - published on June 07, 2024
• Client Service Delivery Strategies for Financial Planning Practices - published on June 07, 2024
• Client Onboarding Best Practices for Financial Advisors - published on June 07, 2024
• Paid Advertising: Maximizing Conversions with Virtual PPC Experts - published on June 06, 2024
• Captivating Your Audience: The Power of Video Marketing - published on June 04, 2024
• Optimizing Financial Advisor Websites for Lead Generation - published on May 31, 2024
• Leveraging Technology for Financial Planning Success - published on May 28, 2024
• How to Maintain Your Financial Planning Website - published on May 23, 2024
• How AI is Shaping the Future of Financial Advisory Services - published on May 18, 2024
• Top Benefits of Custom Financial Planner Software for Your Practice - published on May 17, 2024
• Blueprint for Growth: 6 Steps to Establish a Solid Online Presence for Your Financial Advisory - published on April 18, 2024