Indigo Marketing Agency

JANUARY 16, 2025

Financial planners who are growing fast are those that have a streamlined approach to reaching out to their target audience. Whether your sales funnel process focuses on advertising, organic marketing, or both, you need to map out and refine this process to grow in the new year. Our team can help you map out a sales funnel.

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Investment Writing

FEBRUARY 6, 2024

If you’re using your CFP designation in sales or advertising Here’s what The Chicago Manual of Style says on its website: Q. In publications that are not advertising or sales materials, all that is necessary is to use the proper spelling and capitalization of the name of the product.

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

Indigo Marketing Agency

JUNE 3, 2025

Financial planners who are growing fast are those that have a streamlined approach to reaching out to their target audience. Whether your sales funnel process focuses on advertising, organic marketing, or both, you need to map out and refine this process to grow in the new year. Our team can help you map out a sales funnel.

Financial Planner 52

Financial Planner Certified Financial Planner Marketing Marketing 52

Midstream Marketing

NOVEMBER 8, 2024

Advertise your webinars on your website. Investing in Pay-Per-Click (PPC) Advertising for Immediate Traffic Investing in pay-per-click (PPC) advertising is a great way to get more traffic to your site quickly. You can use specific keywords related to financial advising, such as certified financial planner.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

The Big Picture

MAY 7, 2024

And she has really managed to accomplish tremendous things, not just at Microsoft, where she ran MSNs advertising and marketing, not just at Yahoo or Pinterest, but even a small startup like Honey, which she was president and sold pretty quickly to PayPal for $4 billion. San Diego State studying journalism and advertising. It was fun.

Startup 143

Startup Advertising Engineering Numbers 143

Good Financial Cents

APRIL 19, 2023

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. Advertise with Your Car 22. Check out their site to see if they’re currently advertising in your area. Deliver for Instacart 16. Deliver for Postmates 17.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

OCTOBER 19, 2022

We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. How does Vanguard operate and not advertise, not pay shelf space? We were able to buy advertising really cheap. RAMPULLA: I think financial services for a long time had been a bit stodgy, right.

Clients 277

Clients Financial Advisor Taxes Investing 277