Indigo Marketing Agency
MARCH 5, 2025
Social media ads: Platforms like Meta and LinkedIn offer targeted advertising to promote your event to potential attendees based on demographics, interests, and job titles. LinkedIn outreach: Direct messaging and LinkedIn posts help engage professionals interested in financial planning.
The Big Picture
MAY 13, 2025
Jack Bogle certainly was out in the industry and vocal, but at the firm level, you’re right, we didn’t do a lot of advertising. What advice would you give to a recent college grad interested in a career in wealth management or personal financial guidance? Karin Risi : No, I think that’s a fair characterization.
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Indigo Marketing Agency
FEBRUARY 12, 2024
By aligning content with relevant keywords, financial advisors can ensure that their services are discoverable by potential clients searching for financial guidance. Social Media Presence Most financial advisors market themselves using relevant social media platforms.
Midstream Marketing
APRIL 14, 2025
By diversifying your online presence, you can reduce reliance on a single platform and reach potential clients actively seeking financial guidance. Introduction In today’s digital world, having a strong online and social media presence is very important for financial advisors.
Sara Grillo
SEPTEMBER 26, 2022
The advertisements that they produce that says that anyone can call themselves a CFP. It’s baffling to me because actually, the only people who can really do… [unintelligible] anyone can say they’re a financial planner?
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