Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

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Nerd's Eye View

DECEMBER 23, 2024

Accordingly, just as we did last year, and in 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, and 2014, we've compiled for you this Highlights List of our top 24 articles in 2024 that you might have missed , along with a few of our most popular episodes of "Kitces & Carl" and the "Financial Advisor Success" podcasts.

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Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

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Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

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Retirement Planning Financial Planning Risk Tolerance 246

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor.

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CFP Clients Certification Financial Advice 246

NAIFA Advisor Today

OCTOBER 23, 2023

Advisor Today , the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce the winners of its 2023 4 Under 40 awards: Matthew Cloutier , CRC, RFC, of Golden Wealth Solutions ( Osaic ) in Littleton, CO, loyal member since 2022; Jennifer Lewis of Wise Medicare Insurance Solutions ( United (..)

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Healthcare Insurance Financial Advisor 98

Darrow Wealth Management

MARCH 3, 2025

Diversification is great, but it’s not a magic bullet Utilizing asset classes with a low or negative correlation helps provide protection as securities in a portfolio may respond differently to changing financial conditions. Between 2015 and Q3 2024, the correlation between stocks and bonds was.32 32 according to data from J.P.

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Risk Tolerance Asset Allocation Assets Portfolio 78

Indigo Marketing Agency

MARCH 11, 2024

Indigo Marketing Agency, a leader in financial advisor marketing, has announced the launch of its educational webinar event specifically for independent financial advisors seeking to scale their businesses efficiently. For more information and to register for the webinar, please visit this web page.

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Indigo Marketing Agency

SEPTEMBER 18, 2023

Through this partnership, Indigo’s clients will benefit from Wealthtender’s state-of-the-art digital tools, further solidifying Indigo’s role in financial advisor marketing. This collaboration aims to redefine the way independent financial advisors expand their digital footprint and engage potential clients.

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Indigo Marketing Agency

JANUARY 3, 2024

Innovative and value-driven, the Indigo Advisor Club offers a suite of cutting-edge marketing tools, aimed to empower financial advisors to achieve greater online visibility and client engagement. Webinar registration found here. Delve deeper at indigomarketingagency.com.

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Indigo Marketing Agency

JANUARY 17, 2022

It’s no secret that the financial landscape is changing rapidly. To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022.

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The Big Picture

MAY 7, 2025

He was another financial advisor. You start from 2015. Gold in 2015 looked very different than it did at the end of 2011. ’cause you clearly don’t fit that stereotype amongst a lot of financial advisors who know doctors can be difficult. And that was that was a pretty good marker.

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Tucker Advisors

NOVEMBER 11, 2021

How to Grow on Twitter as a Financial Advisor. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Today we will show you how to grow on Twitter as a financial advisor. Before we dive in, we want to explain how this can inform and grow your financial advisory practice. Table of Contents .

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FMG

DECEMBER 22, 2022

I started as a solo advisor with Waddell & Reed in 2015. We were always planning-focused, and I offered financial planning as a standalone service from the very beginning. The math speaks for itself- over half our population is female, yet only around 20% of financial advisors are women. Modernize Your Website.

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Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Join the Transparency Advisor Movement.

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Indigo Marketing Agency

JANUARY 16, 2020

Why I Love Marketing for Financial Advisors: I love marketing and I love working with financial advisors. When I started Indigo Marketing Agency in 2015, my goal was to make marketing for financial advisors easy and fun. Lead Generation Tools for Financial Advisors. Scheduling Calls.

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Financial Advisor Marketing Marketing Financial Services 40

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. This is super important for anyone looking to pick a good financial advisor.

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Integrity Financial Planning

JULY 20, 2023

1] “The Intern” (2015) – This delightful comedy-drama stars Robert De Niro as a 70-year-old widower who becomes a senior intern at an online fashion site run by Anne Hathaway’s character. The hotel is not what they expected, but the residents soon learn to embrace the chaos and beauty of their new surroundings. [1]

Financial Planning 95

Financial Planning Financial Advisor Planning Retirement 95

Walkner Condon Financial Advisors

SEPTEMBER 30, 2022

Looking into the Flexible CPI, particularly in 2015, the main driver of deflationary pressures was energy. Financial Advisor. Clint Walkner is one of the co-founders and managing partners of Walkner Condon Financial Advisors. appeared first on Walkner Condon Financial Advisors. Clint Walkner.

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Random Roger's Retirement Planning

DECEMBER 12, 2023

The client was in his 70's when the story starts in 2015 and he had "at least $50 million." If they'd found him a cash account paying zero interest back in 2015, they could started taking $1.5 Bitcoin was going for $250 in the middle of 2015. million/yr and lasted until 2038.

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Portfolio Clients Accounting Financial Advisor 75

Indigo Marketing Agency

APRIL 2, 2024

Indigo Marketing Agency has announced the release of new tiers to their legacy Total Marketing Package tailored for financial advisors. The release offers a tiered pricing system that gives advisors added scalability and control over their communication and brand.

Marketing 52

Marketing Marketing Financial Advisor Budgeting 52

Good Financial Cents

JULY 11, 2022

In 2015, the company posted average returns for investors of 13%. I mentioned earlier how I created an online course for financial advisors who want to take their business online. Since I’m a financial advisor who also blogs, this made a lot of sense to me. 1: Becoming a Financial Advisor.

Financial Advisor 116

Financial Advisor Accounting Insurance Media 116

Validea

AUGUST 29, 2024

in 2015 to $5.41 in 2015 to $5.97 LPL Financial Holdings Inc (LPLA) LPL Financial is the largest independent broker-dealer in the United States, providing technology, brokerage, and investment advisory services to financial advisors. in 2015 to $13.69 in 2015 to $12.20 in 2015 to $10.52

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The Irrelevant Investor

JULY 25, 2016

In 2015, global fund flows reached approximately $516.4 One of the most underappreciated aspects of a financial advisor is their ability to say no. As potential distractions hit an all-time high with each passing day, a growing responsibility of the advisor is to keep their clients focused.

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Ballast Advisors

MAY 8, 2023

They started working with the team of financial advisors at Ballast Advisors over a decade ago. Jean and her husband worked hard to realize their financial goals, being a snowbird in Florida, golfing, traveling, and loving on eight great-grandchildren. When Lowell passed away in 2015, Jean says she was worried.

Financial Planning 98

Financial Planning Planning Financial Planner Retirement 98

Steve Sanduski

JANUARY 1, 2025

Control Flow In my coaching work with financial advisors , Ive developed a framework thats quite effective in getting results. In todays post, I discuss how well I executed on my 3 words from 2024 and then reveal why and how Im changing the exercise for 2025.

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Planning Accounting Clients Financial Advisor 64

Carson Wealth

JUNE 15, 2022

The market then slowly tripled from 2009 to 2015, and hardly anyone noticed. The lesson is that sticking with your investment plan is the key to a solid financial future. . Your financial advisor is here for you. ?? . Always remember: Your financial advisor is here for you in good times and bad.

Marketing 52

Marketing Marketing Planning Investment Planning 52

Tucker Advisors

SEPTEMBER 27, 2021

23, 2015 [link]. The financial advisors who can best inform people about financial risk, and the most effective ways to minimize it, will enjoy a lasting edge over their competitors. . For more information on indexed annuities and an exclusive interview with Tucker Financial’s Darren Petty, click here.

Insurance 52

Insurance Banking Financial Advisor Investments 52

Fortune Financial

AUGUST 7, 2023

between 2015 and the end of 2021. trillion in 2015 to$13.32 Experienced financial advisors specializing in alternative investments can provide valuable insights, help you navigate the intricacies of the market and guide you towards suitable investment opportunities. appeared first on Fortune Financial Advisors.

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

between 2015 and the end of 2021. trillion in 2015 to$13.32 Experienced financial advisors specializing in alternative investments can provide valuable insights, help you navigate the intricacies of the market and guide you towards suitable investment opportunities. appeared first on Fortune Financial Advisors.

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

Diamond Consultants

DECEMBER 19, 2023

Setting the record straight on the most common misconceptions that can block financial advisors from achieving their best business lives. Yet it’s particularly true when the stakes are extremely high, as they are in advisor transitions: There’s too much to lose by getting it wrong. Everything about a move is a drag.”

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Yardley Wealth Management

SEPTEMBER 14, 2022

2015: A long-simmering Greek debt crisis erupts. 2007: The Great Recession and global financial crisis begins. Civil unrest rides high across a gamut of socioeconomic concerns, and a divisive U.S. presidential election looms large. 2018: Two U.S. 2017: The year-end Tax Cuts and Jobs Act (TCJA) upends U.S. 2013: A 16-day U.S.

Investing 52

Investing Investments Wealth Management Government 52

Sara Grillo

MAY 23, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Good Financial Cents

DECEMBER 22, 2022

2015: -0.73%. Hire a Robo-Advisor. You no longer have to hire a financial advisor to help you to invest your money. You can invest with the help of a robo-advisor. For example, the S&P 500 ended 2022 down by quite a bit. Here’s how this index performed in previous years: 2021: 26.89%. 2020: 16.26%.

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Investments Investing Risk Tolerance Accounting 108

Good Financial Cents

AUGUST 9, 2022

Ad Leave your economic planning and investment management to Online Financial Advisors. A financial advisor can help you get your finances in order and plan for the future. There have been periods when the I Bonds variable rate, and the inflation rate have gone negative, like in May 2009 and May 2015. Ads by Money.

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Government Accounting Taxes Investments 52

Good Financial Cents

FEBRUARY 17, 2023

The financial dashboard is free, but they offer a Wealth Management program for anyone with at least $100,000 to invest. For a low fee, Personal Capital Wealth Management will provide unlimited access to certified professional financial advisors. net annualized return since 2015, making Yieldstreet an intriguing proposition.

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Accounting eCommerce Investments Economy 69