Nitesh Verma's guest appearances

Nitesh Verma

Top Advisor Marketing Podcast

Fintech Impact

On the Circuit

Robert Sofia

Alan Moore

Don Whalen

Michael Kitces

Jason Pereira

Samantha Russell

Aaron Klein

Veronica Dagher

Daniel Crosby

Jean Ginzburg

David Wood

Jon Dwoskin

Lauryn Williams

Marcia Mantell

Tim Martin

OwlTail

Spenser Segal

In this episode, Johnny Sandquist talks with Nitesh Verma, Head of Enterprise Partnerships at Snappy Kraken, about driving real business impact in his new role. Stick around for our second guest, CEO/Founder of Actifi Spenser Segal, to learn about the importance of effective communication in the advisory world in 2023.After 8 years in various high-ranking positions at Advisor Websites, Nitesh Verma has now shifted to Head of Enterprise Partnerships at marketing automation company, Snappy Kraken. In this role, Verma spends a lot of time working with advisors to keep communication open between them and their clients – which is crucial to firms’ growth.One of the most underutilized forms of communication for advisors is texting. “A good email, you get, you know, 30, 50% open rate,” Verma explains. “Text message is over 90% – everyone reads a text message.”In addition to texting, Nitesh reminds advisors that email, a great website and social media offer plentiful opportunities to interact with clients. Spenser Segal dives into the conversation with his thoughts on top technology trends for advisors:“In the case of advisor experience integration and effective utilization, I think the biggest trend I'm seeing is that the capabilities and options and optionality choices available to advisors have never been greater. Yet their ability to take advantage of those things to drive real business impact, that gap is growing not shrinking.”Although both advisor and client experience need to be prioritized for best results, Segal points out that advisor experience drives the client experience in advisor-centric business models. Segal also drives home that data systems and warehouses depend on someone actually looking at the data and taking action from it. He poses questions for firms heavily investing in data warehouses: “Why am I going to spend the time, energy and money going in here to get this data nice and clean and accurate? What am I going to do with it? How is that going to help my firm grow? How is that going to help my firm deliver a better client experience? How is that going to help me make more money? Most firms don't do a great job of answering those questions first.” Listen to the full episode or reach out directly to Segal to learn more about how Actifi can help streamline your firm’s data processes.Connect with Three CrownsLet’s start conversations that spark innovation together. Click here to view our upcoming webinar schedule or connect with a member of the Three Crowns team today. 

In this episode, Johnny Sandquist talks with Nitesh Verma, Head of Enterprise Partnerships at Snappy Kraken, about driving real business impact in his new role. Stick around for our second guest, CEO/Founder of Actifi Spenser Segal, to learn about the importance of effective communication in the advisory world in 2023.After 8 years in various high-ranking positions at Advisor Websites, Nitesh Verma has now shifted to Head of Enterprise Partnerships at marketing automation company, Snappy Kraken. In this role, Verma spends a lot of time working with advisors to keep communication open between them and their clients – which is crucial to firms’ growth.One of the most underutilized forms of communication for advisors is texting. “A good email, you get, you know, 30, 50% open rate,” Verma explains. “Text message is over 90% – everyone reads a text message.”In addition to texting, Nitesh reminds advisors that email, a great website and social media offer plentiful opportunities to interact with clients. Spenser Segal dives into the conversation with his thoughts on top technology trends for advisors:“In the case of advisor experience integration and effective utilization, I think the biggest trend I'm seeing is that the capabilities and options and optionality choices available to advisors have never been greater. Yet their ability to take advantage of those things to drive real business impact, that gap is growing not shrinking.”Although both advisor and client experience need to be prioritized for best results, Segal points out that advisor experience drives the client experience in advisor-centric business models. Segal also drives home that data systems and warehouses depend on someone actually looking at the data and taking action from it. He poses questions for firms heavily investing in data warehouses: “Why am I going to spend the time, energy and money going in here to get this data nice and clean and accurate? What am I going to do with it? How is that going to help my firm grow? How is that going to help my firm deliver a better client experience? How is that going to help me make more money? Most firms don't do a great job of answering those questions first.” Listen to the full episode or reach out directly to Segal to learn more about how Actifi can help streamline your firm’s data processes. Connect with Three CrownsLet’s start conversations that spark innovation together. Click here to view our <a href="https://us02web.zoom.us/webinar/register/6416733731943/WN_YojMu0lWSMiTyK7TcFBb9w" rel="nofollow" target="_blank">upcoming webinar schedule</a> or <a href="https://www.threecrownsmarketing.com/contact" rel="nofollow" target="_blank">connect with a member of the Three Crowns team</a> today.

5. Nitesh Verma & Spenser Segal

You don’t have to be a Google expert to increase your website traffic.In this episode, Matt speaks with Nitesh Verma, director of growth at Advisor Websites. Nitesh shares organic ways for financial advisors to rank higher on Google’s Search Engine Results Page, where to upload your videos for easy viewing, and easy ways to increase your website traffic.In this episode, you will learn:Which digital marketing practices are working best for advisorsFree ways to boost SEO without trying to compete with big financial companiesHow to use social media to boost website trafficThe biggest digital marketing mistakes that advisors are makingAnd more!Tune in now for easy ways to boost traffic to your website!Resources: Top Advisor Marketing |  Advisor Websites | Advisor Websites Blog | Nitesh Verma on LinkedIn | niteshv@advisorwebsites.com |Brought to you by: iris.xyz

You don’t have to be a Google expert to increase your website traffic. In this episode, Matt speaks with Nitesh Verma, director of growth at Advisor Websites. Nitesh shares organic ways for financial advisors to rank higher on Google’s Search Engine Results Page, where to upload your videos for easy viewing, and easy ways to increase your website traffic. In this episode, you will learn: Which digital marketing practices are working best for advisors Free ways to boost SEO without trying to compete with big financial companies How to use social media to boost website traffic The biggest digital marketing mistakes that advisors are making And more! Tune in now for easy ways to boost traffic to your website! Resources: Top Advisor Marketing |  Advisor Websites | Advisor Websites Blog | Nitesh Verma on LinkedIn | niteshv@advisorwebsites.com | Brought to you by: iris.xyz

Episode 239 –  Easy Ways to Increase Traffic to Your Advisor Website –– With Nitesh Verma

Summary:In this 64nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Nitesh Verma, Director of Marketing and Enterprise Solutions at Advisor Websites. Advisor Websites operates as a platform that enables financial advisors to publish attractive and compliant websites. Nitesh shares the ways that Advisor Websites can improve business access and referrals for financial advisors, the integration capabilities of their services, and he points out the reasons why some advisors make the mistake of avoiding websites.Time Stamped Show Notes:● 00:27: – What is Advisor Websites’ origin and what problems is it trying to solve● 02:34: – Advisor Websites is like a Squarespace or Wix for financial advisors● 03:32: – Nitesh Verma started in sales at Advisor Websites● 05:07: – What are the price points for Advisor Websites’ services● 09:04 – Which tools currently integrate with Advisor Websites● 09:40: – How does the process roll out for a client using Advisor Websites● 12:42: – What are the key reasons that companies or business professionals needwebsites● 14:27: – Your first impression these days is your digital presence● 15:41: – A lot of firms miss out on generating their own referrals● 16:36: – What flows through between Redtail and Advisor Websites● 17:54: – How does the integration with social media platforms work● 19:40: – Search engine optimization is an available add-on service● 21:13: – What options are Advisor Websites not offering at the moment● 24:32: – Nitesh shares a story about what he learned at an industry conference● 26:42: – What are the biggest trends that clients are asking of Advisor Websites● 29:43 – Why are some financial advisors so against getting a website● 34:48: – If Nitesh could change one thing about the industry what would it be● 35:37: – What has been the on-going process of expanding Advisor Websites● 37:02: – What gets Nitesh Verma excited about working for Advisor Websites3 Key Points:1. The broker dealer market has been a big part of Advisor Websites’ client basebecause of their built-in compliance system.2. Without a website, how will your business get more referrals or have customers takeyou seriously?3. Videos can be used for emails, your website, social media, and are great for referrals.Tweetable Quotes:- “We are a website-building company, and we specifically work with financial advisorsin the U.S. and Canada. We have a proprietary platform with compliance in-built to help advisors market themselves.” – Nitesh Verma.- “Digital marketing, I think a big mind-set is ‘let’s get leads, let’s get leads,’ getting youbusiness. But, it is also actually converting those referrals.” – Nitesh Verma.Resources Mentioned:● Facebook – @FintechImpact● LinkedIn – Jason Pereira’s● LinkedIn - Nitesh Verma● advisorwebsites.com – Website for Advisor Websites Hosted on Acast. See acast.com/privacy for more information.

Summary:In this 64nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Nitesh Verma, Director of Marketing and Enterprise Solutions at Advisor Websites. Advisor Websites operates as a platform that enables financial advisors to publish attractive and compliant websites. Nitesh shares the ways that Advisor Websites can improve business access and referrals for financial advisors, the integration capabilities of their services, and he points out the reasons why some advisors make the mistake of avoiding websites.Time Stamped Show Notes:● 00:27: – What is Advisor Websites’ origin and what problems is it trying to solve● 02:34: – Advisor Websites is like a Squarespace or Wix for financial advisors● 03:32: – Nitesh Verma started in sales at Advisor Websites● 05:07: – What are the price points for Advisor Websites’ services● 09:04 – Which tools currently integrate with Advisor Websites● 09:40: – How does the process roll out for a client using Advisor Websites● 12:42: – What are the key reasons that companies or business professionals needwebsites● 14:27: – Your first impression these days is your digital presence● 15:41: – A lot of firms miss out on generating their own referrals● 16:36: – What flows through between Redtail and Advisor Websites● 17:54: – How does the integration with social media platforms work● 19:40: – Search engine optimization is an available add-on service● 21:13: – What options are Advisor Websites not offering at the moment● 24:32: – Nitesh shares a story about what he learned at an industry conference● 26:42: – What are the biggest trends that clients are asking of Advisor Websites● 29:43 – Why are some financial advisors so against getting a website● 34:48: – If Nitesh could change one thing about the industry what would it be● 35:37: – What has been the on-going process of expanding Advisor Websites● 37:02: – What gets Nitesh Verma excited about working for Advisor Websites3 Key Points:1. The broker dealer market has been a big part of Advisor Websites’ client basebecause of their built-in compliance system.2. Without a website, how will your business get more referrals or have customers takeyou seriously?3. Videos can be used for emails, your website, social media, and are great for referrals.Tweetable Quotes:- “We are a website-building company, and we specifically work with financial advisorsin the U.S. and Canada. We have a proprietary platform with compliance in-built to help advisors market themselves.” – Nitesh Verma.- “Digital marketing, I think a big mind-set is ‘let’s get leads, let’s get leads,’ getting youbusiness. But, it is also actually converting those referrals.” – Nitesh Verma.Resources Mentioned:● Facebook – @FintechImpact● <a href="http://www.linkedin.com/in/pereirajm" rel="nofollow" target="_blank">LinkedIn</a> – Jason Pereira’s● <a href="http://linkedin.com/in/niteshv1" rel="nofollow" target="_blank">LinkedIn</a> - Nitesh Verma● <a href="https://www.advisorwebsites.com/" rel="nofollow" target="_blank">advisorwebsites.com</a> – Website for Advisor Websites Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Advisor Websites with Nitesh Verma (Director of Marketing) | E64