Indigo Marketing Agency

DECEMBER 18, 2019

Here are the top 10 financial services marketing companies you should work with in 2020. . If you’ve spent any time researching marketing for financial advisors, then you’ve probably seen this company’s name pop up a time or two. . Twenty Over Ten is a website platform built for the modern financial advisor.

Financial Advisor 52

Financial Advisor Compliance Marketing Marketing 52

Clever Girl Finance

NOVEMBER 16, 2022

One of the advantages of having a savings account or more liquid forms of money (such as certificates of deposit or money market accounts) is that they earn interest for you while you sleep. Fiona is a fast way to search for a range of financial services from providers without going through each option one by one.

Accounting 86

Accounting Budgeting Banking Taxes 86

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. So, there was an advertisement in the newspaper. There was an advertisement in the newspaper for Fidelity. I just never went back.

Clients 157

Clients Management Engineering Investing 157

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. According to Wright, it’s more than having to pass a test – there are CFP® certification requirements pertaining to education, quizzes, modules, etc. Financial advisor U4’s.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

APRIL 11, 2023

It’s not a great advertising model — RITHOLTZ: Right. DAMODARAN: — partly because what makes it attractive, which is limits on characters, also limits you in terms of advertising. RITHOLTZ: — just sell enough advertising so it’s a break even. People are hitting and running. DAMODARAN: Right.

Valuation 292

Valuation Education Government Numbers 292