FMG

JUNE 22, 2022

Advisors use marketing as a way to grow your business and increase clients. Now as a financial advisor, your marketing might look different compared to someone in the insurance field or the grocery game. Brand voice establishes who you are as a financial advisor and allows your audience to identify your brand on all platforms.

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Midstream Marketing

JANUARY 14, 2021

Some advisors insist they generate only low-quality leads from Facebook. With the right approach, Facebook marketing can be incredibly effective for financial services businesses in particular. That need not be the case. A few subtle changes here and there can easily add up.

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Advertising Financial Advisor Financial Services Media 52

Indigo Marketing Agency

JUNE 1, 2023

Keeping financial advisors up to date on the latest marketing trends is one of our favorite things to do at Indigo Marketing Agency. If you’re ready to grow big or go home, read on to learn more about the power of growth marketing and 6 ways financial advisors can use it to scale their businesses.

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Indigo Marketing Agency

APRIL 3, 2024

SEO for financial services won’t exist for another few decades. You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. Imagine your life as it is now—except the year is 1984. Reagen just won his second term and “Karma Chameleon” is number 1 on the charts.

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Indigo Marketing Agency

FEBRUARY 24, 2024

There are several key reasons why utilizing the immense knowledge and experience of a digital agency for financial advisors isn’t just smart—it’s crucial for you to build a successful business. Improved Trustworthiness A financial advisor digital agency builds solid trust and reliability with viewers.

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Financial Advisor Advertising Compliance Media 52

Indigo Marketing Agency

MARCH 18, 2021

Many financial advisors who are just getting started with their digital marketing often ask, “How often should I email my network?” At Indigo Marketing Agency, we typically send out emails once per month for financial advisors. Even more powerful than social media and advertisements.) See a Sample Financial Plan.

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Financial Advisor Clients Media Advertising 59

AdvisorPR

OCTOBER 28, 2020

As a financial advisor, you could discuss the topic of financial freedom from different angles such as 4 ways of achieving financial independence, how to teach your children financial responsibility to grow up to be independent adults or how goal setting can help individuals achieve financial freedom by age 40, 50 or 60.

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The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. We didn’t do advertising. I’m Barry Ritholtz. RITHOLTZ: Sure.

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AdvisorPR

AUGUST 10, 2020

Nearly 7 in 10 say that they use one or more strategies to avoid viewing advertisements, making the importance of earned media such as public relations of even greater value and importance.

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Risk Tolerance Media Clients Advertising 52

AdvisorPR

OCTOBER 28, 2020

Nothing influences people more than a referral from a trusted friend…A trusted referral is the holy grail of advertising.” The same could be said about a referral from a trusted source to your financial advisory firm. You simply need to follow through. “People influence people. ” – Mark Zuckerberg.

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Inside Information

SEPTEMBER 28, 2021

The list of things that would trigger the requirement to register also includes the delivery of a financial plan, holding out as providing advice or holding out in any way (presumably including advertisements) that indicates the offer of holistic financial advisory services. The point here is what’s in the middle.

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Indigo Marketing Agency

APRIL 4, 2024

In this comprehensive guide, we walk you through everything you need to know about using social media effectively as a financial advisor. Through strategic use of hashtags, targeted advertising , and engaging content, you can connect with leads who may not have been able to reach you through traditional networking channels.

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Media Financial Advisor Compliance Education 52

Indigo Marketing Agency

NOVEMBER 20, 2023

Are you a financial advisor looking to expand your subscriber numbers and cultivate valuable leads with your email marketing? Continue reading for expert advice tailored to the specific needs of financial advisors just like you. If you answered yes (and why wouldn’t you?), the strategic use of opt-in pages is essential!

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Financial Advisor Engineering Advertising Compliance 52

Inside Information

APRIL 26, 2023

Morgan: (#s 11, 16, 24, William Blair: (#s 13, 40) RBC: (# 33) Ameriprise: (# 34) Oppenheimer & Co.: (# 39) Janney Montgomery Scott (# 36) As I looked over the list, I wondered whether it is really possible that none of the young talent in the financial services profession resides in any of the thousands of independent planning firms.

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FMG

MARCH 14, 2023

It’s broken down into: YouTube data and channel statistics YouTube users Advertising on YouTube YouTube organic search statistics YouTube usage statistics YouTube growth YouTube marketing statistics This is a great read, and it can really boost your video marketing strategy. Learn more about each in the full article.

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Media Financial Advisor Advertising Clients 52

Sara Grillo

SEPTEMBER 12, 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!

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The Big Picture

APRIL 25, 2023

ADVERTISEMENT) RITHOLTZ: Prior to 2022, when rates were cheap, when rates were zero, when capital was plentiful, it seemed like the entire industry went through this wild merger frenzy. ADVERTISEMENT) RITHOLTZ: Tell us about your practice. HAMBURGER: It was a lovely place to live for a short period. And yes, we were all in.

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