FMG

OCTOBER 6, 2022

Technology is one of the most important components of a financial advisor’s business. From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. The average advisor serves 156 clients. What is CRM?

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Indigo Marketing Agency

DECEMBER 8, 2022

Financial advisors are far from the exception. But if you’re an independent financial advisor, cutting back on your marketing efforts will have the opposite desired effect. Your clients and prospects need your expertise now more than ever. Your prospects may be looking for a new financial advisor.

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eMoney Advisor

FEBRUARY 16, 2023

There’s nothing quite like the flurry of excitement and activity around onboarding a new client and getting started on their financial plan. It’s a busy time—having meetings and conversations to get to know the client, collecting and inputting their information, and helping them uncover their financial hopes and aspirations.

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Indigo Marketing Agency

MAY 30, 2023

Creating an effective marketing strategy starts with a calendar. I recommend starting your personal posts with “Why I Became a Financial Advisor.” For a specific industry, brainstorm the biggest challenges your prospects are facing and create helpful resources like “How Dentists Can Catch Up for Retirement in a Hurry.”

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FMG

JANUARY 23, 2023

As an advisor, you need to be engaging your email list with consistent, personalized and relevant content. This is where email automation steps in, providing financial advisors with a tool to schedule and create emails quickly. In this blog post, we’ll cover the methods advisors can use to personalize their emails.

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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. How to Boost Your Email Marketing Metrics in 5 Steps. Step 1: Segment Your Email Lists.

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WiserAdvisor

JUNE 12, 2022

Hiring an advisor earlier on in your financial planning journey can benefit you in several ways. The professional financial advice they provide you along the way can help you reach your personal and financial goals faster. In this blog, we will find out the steps you can take to lower your financial advisor fees.

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FMG

JUNE 22, 2022

Marketing is the lifeblood of any successful company because it brings in new prospects and keeps current ones interested. 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.

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FMG

JANUARY 2, 2023

Webinars provide a great opportunity for advisors to create high-quality content while promoting their brands and services. And because webinars require no additional overhead costs, once produced and hosted, this particular strategy is incredibly cost-effective. Rather, it is about providing value to current and prospective clients.

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Ballast Advisors

JUNE 12, 2023

In today’s dynamic economic landscape, mortgage interest rates play a significant role in shaping individuals’ financial plans. Both Parnell and Mattaini have been in the financial services industry for over 20 years, and each has seen the evolution of how interest rates impact their clients.

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Indigo Marketing Agency

MAY 14, 2020

Do you need to improve your marketing as a financial advisor? Financial advisors across the country are now working from home due to the coronavirus pandemic. I’m going to share with you five simple things you should do today to improve your digital appearance as a financial advisor. Let’s get started.

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Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. Why is the fiduciary standard important in financial advice?

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WiserAdvisor

SEPTEMBER 8, 2023

Hasty decisions made before retirement can lead to unexpected financial troubles and compromises. You may consult with a financial advisor to understand how to prepare for retirement and the importance of adopting a prudent approach to retirement planning. Taking your time allows for thorough research and better decision-making.

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FMG

DECEMBER 6, 2022

The reason that advisors optimize their title tags is to boost organic keyword rankings while enticing searchers in the SERP to click on your listing. Mobile phones are becoming the main way that many advisors interact with their clients, so it only makes sense that your website can load well on a mobile device.

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Engineering Financial Advisor Certification Clients 52

Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.

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eMoney Advisor

MAY 9, 2023

In a business built on relationships, the client experience fuels everything from financial advisor lead generation to client retention. Many financial planning firms say the client experience is their secret sauce. Finally, from a sales process perspective, think of how you might measure your effectiveness.

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FMG

NOVEMBER 1, 2023

Financial advisor marketing is a challenging topic. But without marketing, an advisor’s business is missing out on a proven and powerful lead-generation tool and brand-building opportunity. Read on to explore the foundation of marketing for financial advisors. What is a visitor’s next step?

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Carson Wealth

JANUARY 25, 2024

By Ryan Egolf, EA, Senior Tax Planner If you or your children are in the college hunt, the prospect of paying for school could be disheartening given its alarming price tag. In many cases, colleges will also rely on the FAFSA to determine their institutional financial aid awards. You’ll have less time to complete the form.

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eMoney Advisor

MAY 16, 2023

To market your financial planning services to the right people, you need to reach them where they are–and where they are is social media. Determine Where Your Target Audience Gathers If you’re just getting started, your first step is to determine which social media platforms you are going to post on. of users are 50+ years old.

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Media Marketing Marketing Numbers 108

International College of Financial Planning

SEPTEMBER 30, 2023

Welcome to the world of smart financial choices, where every decision you make can have a significant impact on your future. At the International College of Financial Planning (ICOFP), we are committed to providing you with the knowledge and skills to navigate the complex landscape of personal finance successfully.

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Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. What’s up with these “advice-only financial planners?” For those of you who are new to my blog/podcast, my name is Sara.

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FMG

MARCH 14, 2023

We’re almost halfway through March, and we are loving this week’s roundup blog! 8 Keys for Effective Online Reputation Management [Infographic] via Social Media Today Online reputation management is so important especially in the era of digital marketing, especially with everyone posting on social media.

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Media Financial Advisor Advertising Clients 52

FMG

SEPTEMBER 28, 2022

So, how can you adjust your marketing to be more effective this year and beyond? What I Learned From 60 Website Reviews In 4 Days via The Podcast Factory. In this episode of The Podcast Factory, James Pollard , reviewed 60 advisor websites in four days to find the most common mistakes and how to fix them!

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FMG

JUNE 22, 2023

Regardless of which platform you use to market your business, there are always trends that financial advisors can use to boost their marketing success rate. Trends help financial advisors stand out against competitors, produce new ideas and opportunities, and draw attention to your business.

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The Big Picture

OCTOBER 31, 2022

The Professor invested and joined as an advisor. And they have some fascinating things to say. Latest version of “Stocks for the Long Run” has just come out. It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. I found this conversation to be so much fun. And that was the third edition.

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