Indigo Marketing Agency

DECEMBER 11, 2024

How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls. If that sounds like a lot, dont worry.

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Financial Advisor Communication Media Clients 52

The Big Picture

MARCH 20, 2025

I know, I know, I am torturing you with book stuff. “From the introduction right on through the final page, Ritholtz is clear that his book is designed to reduce mistakes your mistakes with money. Slow and steady wins the race, or something like that. Put another way, Ritholtz is fun.

Investing 147

Investing Investments Communication Retirement 147

Nerd's Eye View

DECEMBER 31, 2024

What's unique about Stacey, though, is how she has implemented a leadership training program for Morton Wealth to ensure that the firm's middle managers (many of whom were promoted from "do-er" positions into roles where they have to now manage other do-ers) feel empowered and have the communication and management skills to effectively lead a growing (..)

Management 244

Management Financial Advisor Clients Numbers 244

Nerd's Eye View

JULY 25, 2024

While that scenario has yet to materialize as initially feared, the fact remains that transitions do occur on a regular basis, often as older advisors either sell their practices in one fell swoop or gradually offload part of their book while still staying engaged with a smaller group of core clients.

Communication 172

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The Big Picture

JULY 23, 2022

We discuss how he launched a PE company in his dorm at Stanford’s GSB, and proceeded to “make every mistake in the book.” ” But his investors stayed with him, impressed by his communication throughout the rough period. Graham Weaver’s favorite books.

Communication 310

Communication Investing Investments Marketing 310

Abnormal Returns

FEBRUARY 22, 2024

Books A Q&A with Kara Swisher author of "Burn Book: A Tech Love Story." aeon.co) Communication A changing climate requires skilled communicators to explain what is going on. thehustle.co) Investing The case for venture capital. notboring.co) Crypto was ultimately a big con.

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Communication Investing Investments 266

Abnormal Returns

SEPTEMBER 28, 2023

Books An excerpt from "Optimal Illusions: The False Promise of Optimization" by Coco Krumme. engadget.com) An excerpt from Michael Wolff's new book, "The Fall: The End of Fox News and the Murdoch Dynasty." bigthink.com) Animal communication is more sophisticated than commonly thought.

Communication 276

Communication Economics Management Marketing 276

Trade Brains

JULY 27, 2022

Tata Communications Vs Tata Teleservices: The Tata Group is one of the oldest and most prestigious business groups in India. Two companies -Tata Communications and Tata Teleservices in the telecom and media sector have given multibagger returns in the past five years. Tata Communications. Keep reading to find out! Data Business.

Communication 113

Communication Engineering Media Government 113

Abnormal Returns

JANUARY 18, 2024

Books An excerpt from "Fluke: Chance, Chaos, and Why Everything We Do Matters" by Brian Klass. theatlantic.com) An excerpt from Lisa Whittington-Hill’s new book, "The Go-Go’s: Beauty and the Beat." newyorker.com) Scientists are using AI to try and decipher how animals communicate. bloomberg.com) In praise of experimentation.

Food 261

Food Communication Media 261

The Big Picture

MAY 20, 2023

As president, she is responsible for corporate sustainability and responsible investing; Man Solutions and Man FRM; central trading, funds treasury and bank relationships; operations; financial crime; corporate real estate; and communications. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday.

Compliance 312

Compliance Communication Government Banking 312

Wealth Management

JUNE 20, 2025

We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. I demonize email because email is holding this industry back,” Fields said in a hallway off the exhibit floor near the hotel kitchens. “We

Wealth Management 191

Wealth Management Management Financial Advisor Clients 191

Trade Brains

JULY 6, 2025

With a strong order book of Rs 6,597 crore. One 97 Communications Ltd 3-Year Revenue CAGR: 11.53% Debt-to-Equity: 0.01 Paytm, owned by One 97 Communications Ltd, is one of India’s leading digital payment platforms. Kaynes Technology India Ltd 3-Year Revenue CAGR: 56.80% Debt-to-Equity: 0.3

Engineering 99

Engineering Communication Insurance Electronics 99

The Big Picture

SEPTEMBER 26, 2024

In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” That convinced Sullivan to book the lads.2 How did they blow it?

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Numbers Communication Media Investing 334

A Wealth of Common Sense

MARCH 15, 2025

On today’s Talk Your Book, we are joined by Charles Duhigg, Author of Supercommunicators: See here for a copy of Supercommunicators On today’s show, we discuss: What it means to be a Supercommunicator Charles’ inspiration for the book Reader’s largest lightbulb moment Can AI communicate as well as humans?

Communication 52

Communication 52

Nerd's Eye View

JUNE 1, 2023

In our 113th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it means to be a lead advisor, the paths associate advisors can take to advance into a lead advisor role, and how to communicate career growth goals with senior advisors.

Communication 246

Communication Clients Financial Advisor Management 246

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money." standarddeviationspod.com) The biz Fidelity now oversees some $12.6 trillion in assets.

Wealth Management 262

Wealth Management Retirement Communication Investment Planning 262

The Big Picture

NOVEMBER 28, 2024

Washington Post ) • Fast food is too expensive for its core customer and not expensive enough for the customer it wants : How a communication crisis around value risks making the entire sector a limited-time offering. His research focuses on cultural influences on styles of cognition, communication & collaboration.

Communication 130

Communication Food Government Portfolio 130

Abnormal Returns

NOVEMBER 9, 2023

nymag.com) Books An excerpt from "Same as Ever: A Guide to What Never Changes" by Morgan Housel. behavioralscientist.org) Annie Duke talks with Matt Abrahams author of “Think Fast, Talk Smart: Communication Techniques.” collabfund.com) An excerpt from "Right Kind of Wrong: The Science of Failing Well" by Amy Edmondson.

Startup 259

Startup Communication Accounting 259

Abnormal Returns

DECEMBER 4, 2023

thereformedbroker.com) How financial advisers can publish their own book. institutionalinvestor.com) Why RIAs need to be more mindful of off-platform communications. (kitces.com) Vanguard is ending its INVEST partnership with American Express ($AXP). riabiz.com) Content Josh Brown's The Reformed Broker is ending its run.

Wealth Management 258

Wealth Management Financial Advice Financial Advising Communication 258

Abnormal Returns

APRIL 21, 2024

nber.org) How book bans have spread across America. disciplinefunds.com) The Fed's communication regime is a mess. (npr.org) Cellphone data shows people go to church less they claim. npr.org) Economy Why wealth inequality is growing. downtownjoshbrown.com) Why the Fed focuses on core inflation.

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

Nerd's Eye View

APRIL 29, 2025

So, whether you're interested in learning about building a sustainable next-gen service offering, effectively setting (and communicating) a minimum fee to ensure profitability, or marketing through content creation, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Gideon Drucker.

Clients 130

Clients Financial Advisor Planning Assets 130

Clever Girl Finance

JULY 30, 2022

The importance of reading books is often overlooked. Although the value found in the pages of a good book is regularly underestimated, reading can transform your life in many ways. Let’s explore how reading books can impact your life for the better. The importance of reading books. Advantages of reading books.

Communication 98

Communication Numbers Banking Investing 98

The Big Picture

FEBRUARY 11, 2023

There is (if possible) too much communication and too much communication from the Federal Reserve. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. We also discuss the value of some mystery at the central bank.

Communication 189

Communication Banking Assets Investing 189

Abnormal Returns

FEBRUARY 8, 2023

They now also have to be good at communicating. And they have to do that without any real rule book." (sixcolors.com) Four big macro risks for Apple ($AAPL). macworld.com) Economy James Surowiecki, "Fed chairs don’t just have to be good at making policy.

Financial Advising 244

Financial Advising Advertising Communication Economy 244

Million Dollar Round Table (MDRT)

JANUARY 3, 2023

Olson, CFP, MSFS Books are a source of fresh ideas that spark growth in my career as a financial advisor. And that growth happens at a deeper level when I discuss the business books I’m reading with my MDRT book club. Below are my five favorite book club picks from 2022. I hope you will find them as insightful as I did.

CFP 98

CFP Financial Advisor Communication 98

Nerd's Eye View

NOVEMBER 14, 2023

And be certain to listen to the end, where Eric shares why, even though his firm added 60 new clients last year, Eric has his sights on acquiring at least 100 new clients per year going forward so that he can grow and scale his firm even faster because he wants to help even more people, how Eric historically struggled to celebrate his wins because (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

The Big Picture

JUNE 17, 2023

( Vox ) • When Doctors Use a Chatbot to Improve Their Bedside Manner : Despite the drawbacks of turning to artificial intelligence in medicine, some physicians find that ChatGPT improves their ability to communicate empathetically with patients. ( And yes, surfing and music are involved. (

Medicine 264

Medicine Communication Marketing Marketing 264

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients 246

Clients Financial Planning Financial Planner Communication 246

Nerd's Eye View

MAY 18, 2023

In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss best practices for gracefully letting an employee go when the advisory firm owner decides they no longer want to grow into a business but would rather revert to being a solo advisor instead.

Communication 244

Communication Management Clients Numbers 244

Trade Brains

FEBRUARY 21, 2024

The company’s total outstanding order book as of 31st January 2024 stands at a whopping amount of Rs 76,000 crores. This article takes a closer look at BEL’s journey, exploring the company’s business, the turnover breakup of the company, order book status, the recent big orders the company received, and future outlook.

Electronics 105

Electronics Communication Government Budgeting 105

Clever Girl Finance

JANUARY 4, 2024

We’ve rounded up the best money books for kids to help you guide them into early financial literacy! So keep reading to learn more about the benefits of finance books for kids and our top picks! What is the best book for learning money? Here are some of the benefits of money books for kids! Want to raise money-savvy kids?

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Budgeting Banking Investing Investments 97

Wealth Management

JUNE 27, 2025

His work has appeared in The New York Times , WealthManagement.com , Financial Planning , RIABiz , InvestmentNews , PC Magazine , numerous blogs and several books, including Technology Tools for Today's High Margin Practice. He has also been a speaker and moderator at numerous industry conferences.

Wealth Management 182

Wealth Management Estate Planning Startup Financial Planning 182

Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

Financial Advisor 246

Financial Advisor Clients Retirement Planning 246

Nerd's Eye View

APRIL 26, 2023

Firm policies and procedures in each of these areas need to be reviewed and updated on an annual basis; however, given how wide-ranging each of these topics can be, solo advisors might want to consider tackling each topic separately at a different time each year (for example, addressing 1 major area each quarter).

Compliance 246

Compliance Clients Advertising Accounting 246

Nerd's Eye View

FEBRUARY 12, 2024

Accordingly, advisory firms can use a framework to show appreciation based on 5 different 'languages' as discussed in "The 5 Languages of Appreciation In The Workplace" by Gary Chapman and Paul White (based on Gary Chapman's earlier book, "The 5 Love Languages"). As the 5th language, Appropriate Physical Touch (e.g.,

Communication 246

Communication Clients Management Business Planning 246

The Big Picture

DECEMBER 2, 2024

His research focuses on cultural influences on styles of cognition, communication & collaboration. His new book is “ Tribal: How the Cultural Instincts That Divide Us Can Help Bring Us Together.” He advises corporations, government agencies, NGOs, and political campaigns about culture-related issues.

Communication 130

Communication Media Government Accounting 130

Nerd's Eye View

JULY 26, 2022

and how after seeing her staff reach stages of burnout while dealing with acquiring another advisor’s book of business during the early months of the pandemic, Amy intentionally stopped taking on new clients for 3 months and hired a coach to prioritize the mental health of her staff over the economic growth of her firm.

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