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How Do Financial Advisors Market Themselves? Check Out Our Top Marketing Tactics!

Indigo Marketing Agency

In today’s dynamic financial landscape, the role of financial advisors extends beyond traditional financial planning to include effective digital marketing strategies. In this blog post, we answer the question “How do financial advisors market themselves?”

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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

eMoney Advisor

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional.

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Marketing for Financial Advisors: Igniting Explosive Growth

Indigo Marketing Agency

Huge portions of the internet population are increasingly looking online for financial guidance. That means the right digital marketing for financial advisors can be the rocket fuel that propels unparalleled success. Let’s take a look at the advantages and techniques of effective digital marketing. Think about it.

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Current Market Risks and Your Retirement

Integrity Financial Planning

Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. An uncertain economy also means that your investments need to be made carefully, with an eye on all the current factors influencing the market.

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When Networking’s Not Enough: How Financial Advisors Are Building Robust Lead-Gen Pipelines With the Total Marketing Package Growth Tier

Indigo Marketing Agency

What Is the Total Marketing Package Growth Tier? The Total Marketing Package Growth Tier (TMP Growth) is a comprehensive marketing machine for financial advisors hungry to welcome more of their target clients. The TMP Growth entails the construction, launch, and long-term optimization of a lead-focused marketing campaign.

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Markets Down? Crank UP Your Marketing.

Indigo Marketing Agency

Continuing market volatility and recession fears means that just about everyone is looking for ways to cut expenses down to the bare minimum. 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.

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The Generic 60/40 Portfolio May Need an Examination

Integrity Financial Planning

1] Remember, the idea behind this portfolio is to hedge stock market returns by holding bonds as well. This is because when businesses are doing well, the stock market would ideally reflect that. Contact one of our financial professionals today for a complimentary review of your finances.