Indigo Marketing Agency

MARCH 19, 2025

Best Ad Practices That Work for Marketing Financial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. The major media platforms, like Meta, LinkedIn, and Instagram, make money from advertisers. Stick to a single, focused message per ad.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Midstream Marketing

DECEMBER 10, 2024

These campaigns help build a strong marketing plan for financial advisors. By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. You can focus on important keywords that relate to financial services. This also creates teamwork.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

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.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Nerd's Eye View

APRIL 4, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that President Trump's tariff announcement on Wednesday and the subsequent market decline have led many financial advisors to reassure clients that they are implementing their pre-determined plans for such circumstances.

Financial Planner 216

Financial Planner Communication Clients Taxes 216

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. So I had oversight of our 420 plus the number’s probably even greater now, first mutual funds and increasingly ETFs. Karin Risi : No, I think that’s a fair characterization.

Clients 130

Clients Investments Investing Management 130

Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

Financial Planner 246

Financial Planner Compliance Fee Only Communication 246

Nerd's Eye View

JULY 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Charles Schwab's latest RIA benchmarking study shows that firms saw significant AUM growth in 2023, thanks in part to strong equity market performance, but also thanks to organic growth initiatives that brought in additional (..)

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Nerd's Eye View

OCTOBER 1, 2022

From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy.

Financial Planner 245

Financial Planner Retirement Planning Advertising Taxes 245

Nerd's Eye View

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

Financial Planner 246

Financial Planner Nonprofit CFP Advertising 246

Nerd's Eye View

NOVEMBER 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that FINRA has issued a proposal to allow broker-dealers to advertise hypothetical performance data to institutional and high-net-worth investors, which would bring the rules for broker-dealers largely in line with (..)

Financial Planner 246

Financial Planner Communication Insurance Advertising 246

Nerd's Eye View

AUGUST 25, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent CFP Board survey indicates that consumers do not expect AI tools to replace human financial advisors, but rather supplement advisors' work.

Financial Planner 246

Financial Planner Retirement Retirement Planning Advertising 246

Nerd's Eye View

APRIL 21, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that in a settlement with the SEC, robo-advisor platform Betterment agreed to pay a $9 million penalty for allegedly misstating the frequency that its automated tax-loss harvesting system was scanning some client accounts between (..)

Financial Planner 246

Financial Planner Advertising Clients Taxes 246

Nerd's Eye View

SEPTEMBER 15, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates financial advisors are the most trusted source of financial advice for consumers across generations, and are particularly trusted among wealthier individuals.

Financial Planner 246

Financial Planner Retirement Retirement Planning Advertising 246

Nerd's Eye View

JUNE 16, 2023

Among other highlighted areas of interest, the regulator also flagged whether certain “ineligible persons” have been compensated for testimonials or endorsements and advisors’ use of third-party ratings in advertisements.

Financial Planner 246

Financial Planner Advertising Clients Taxes 246

Nerd's Eye View

JANUARY 23, 2023

Traditional forms of marketing used by financial advisors – including networking with one’s friends and family members, cold-calling, and paid advertising – have been effective at reaching a ‘typical’ client base of older, wealthy retirees.

Marketing 246

Marketing Marketing Financial Planner Education 246

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. San Diego State studying journalism and advertising. Joanne Bradford : I was a journalism major because it was the easiest major at the time, and I went and took advertising courses and went to work at my college newspaper. It was fun.

Startup 146

Startup Advertising Engineering Numbers 146

Harness Wealth

JUNE 9, 2023

Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan? If you have a positive number, you have positive cash flow.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Indigo Marketing Agency

JUNE 20, 2023

Google Ads operate on an auction system whereby advertisers compete for the top ad position based on how much they bid and their Quality Scores. Or the ad might appear but produce no conversions because consumers are looking for tours of the Grand Canyon and not a financial planner. Here are some tips to get started.

Tax Planning 52

Tax Planning Financial Advisor Taxes Clients 52

Good Financial Cents

MARCH 29, 2023

Also note that, before you do anything drastic or begin a conversion, it can be smart to speak with a tax advisor or financial planner with tax expertise. The NewRetirement Planner enables you to try out specific conversion strategies in the context of your entire financial situation.

Taxes 98

Taxes Retirement Distribution Accounting 98

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. The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants! Rent Your Car 18.

Accounting 106

Accounting Investments Investing Media 106

Good Financial Cents

APRIL 14, 2023

In my case, it was my experience as a financial planner. You don’t need to be an advertising professional to do this, only someone who knows their way around Facebook and is willing to put in the effort. After all, small businesses don’t have advertising departments. But once you start one, think of it as a business.

Accounting 91

Accounting Communication Media Investing 91

The Chicago Financial Planner

JANUARY 17, 2022

You’ve undoubtedly heard many of these pitches in person or as advertisements. Outside of the most notable failure, Executive Life in the early 1990s, there have not been a high number of insurance company failures. Check out my freelance financial writing services including my ghostwriting services for financial advisors.

Retirement 185

Retirement Insurance Financial Planner Retirement Planning 185

The Big Picture

OCTOBER 19, 2022

RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. I was employee number one in London.

Clients 283

Clients Financial Advisor Taxes Investing 283

The Big Picture

DECEMBER 28, 2022

We’re all going to stay here together because the number of customers is not going down. RITHOLTZ: I read a crazy statistic somewhere, I don’t recall if it was in the book or elsewhere, in the state of Pennsylvania, the certified financial planners, something like 96% of them in the state work for Vanguard.

Management 187

Management Investments Investing Clients 187

The Big Picture

APRIL 25, 2023

And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. They just didn’t do that in big numbers back then. I think the other big misnomer that’s out there is people are fueled by these headline numbers, right? So, I learned a lot from these ladies.

Compliance 159

Compliance Clients Wealth Management Management 159

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. The advertisements that they produce that says that anyone can call themselves a CFP. Wright: Well, and to respond to that, if I may.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financial planners and by suggesting that its member standards are higher than those of regulatory agencies. Source: SEC. Source: CFP Board.

CFP 80

CFP Financial Planner Ethics Financial Planning 80