Indigo Marketing Agency

MARCH 12, 2020

Then it breaks down the top financial advisor technology tools I recommend for CRM, risk analysis, client management, email marketing, and social media. It’s chock-full of actionable steps you can take to grow your assets under management and secure high-quality clients you actually want to work with. .

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planner 52

FMG

OCTOBER 6, 2022

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. You can quickly and easily look up customer contact information, websites, and social media accounts. Social Media Tools.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Indigo Marketing Agency

AUGUST 11, 2020

During your presentation, you can talk about your minimum investable assets and your minimum account size. Remember, your prospects don’t necessarily care about the tax strategies you use or the risk analysis software you swear by. It would’ve been a huge waste of the advisor’s time. . First, you want to create value.

Financial Advisor 52

Financial Advisor Clients Sales Risk Analysis 52

Brown Advisory

AUGUST 14, 2023

Before making any new investment, we analyse that potential new idea’s contribution to total portfolio risk with the aim of lifting stock-specific risk. This is nefariously exploited by social media.3 This is nefariously exploited by social media.3 WACC is the average rate a company expects to pay to finance its assets.

Investing 52

Investing Investments Portfolio Accounting 52