Indigo Marketing Agency

MARCH 12, 2020

My book, The Marketing Guide for Financial Advisors , hit the shelves on November 8, 2019, and I’m excited to share with you a recent review from FANews—the e-newsletter published by Financial Advisor. As many of you may know, Financial Advisor is the go-to company for industry-leading financial services advice.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planner 52

Brown Advisory

OCTOBER 11, 2021

Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc. © 2019 Hedge Fund Research, Inc. -

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Risk-for-risk” analysis to funding capital. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. MSCI indexes and products are trademarks and service marks of MSCI or its subsidiaries. © 2019 Hedge Fund Research, Inc. -

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52