Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. You have to focus on building trust!

Financial Planner

Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Key Highlights Find new ways to get better at being a financial advisor.

Financial Advisor

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. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services.

Financial Advisor

Indigo Marketing Agency

FEBRUARY 8, 2025

Top 7 SEO Strategies Every Financial Advisor Needs to Know to Rank Higher on Google Its true, theres more than one way to skin a cat. The cat were referring to in the case of financial advisors is leads, booked appointments , and new clients to grow your practice. Snag our SEO Checklist for Financial Advisors here!

Financial Advisor

Indigo Marketing Agency

MARCH 5, 2025

Seminar Marketing for Financial Advisors Guide to Seminar Marketing for Financial Advisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financial advisor businesses spend a great deal of their marketing efforts promoting and hosting seminars.

Financial Advisor

Midstream Marketing

DECEMBER 10, 2024

By adopting these campaigns, advisors can achieve better results, connect with their target audience, and grow their business successfully. Introduction In todays challenging market, financial advisors need strong financial advisor marketing strategies. This is why video marketing works well for financial advisors.

Financial Advisor

Indigo Marketing Agency

FEBRUARY 19, 2025

Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business In the mid-2000s, digital marketing was just one of many mediums local businesses were starting to utilize to growalong with newspaper ads, phone book ads, direct mail ads, radio and TV ads, billboards, door-to-door sales, and more.

Financial Services

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner

Your Richest Life

MAY 20, 2025

Just like you book regular check-ups for your body, scheduling check-ins for your mental health should be another part of your wellness plan. Work with a Professional for Money Stress Contrary to popular belief, you dont have to be wealthy to work with a financial advisor.

Management

Indigo Marketing Agency

JUNE 17, 2025

Last week in Nashville, our Indigo Marketing team had a blast connecting with industry peers, trading ideas with financial advisors, and soaking up the energy of the Jolt conference. People aren’t just typing “financial planner Nashville” anymore. One of the highlights?

Financial Advisor

Dear Mr. Market

DECEMBER 3, 2024

As someone deeply entrenched in financial planning and chronologically standing on the threshold of pre-retirement, the book was more than just a leisure read—it was a revelation. This short vacation was one of the few opportunities I’ve had to step away from my daily grind and open a book purely for personal enrichment.

Financial Planner

Indigo Marketing Agency

JUNE 10, 2025

ChatGPT for Financial Advisors: 5 Ways to Get Found on All the AI Tools Could ChatGPT for financial advisors be the new search engine frontier? That’s exactly what’s happening for a fast-growing number of financial advisors in AI searches today. Imagine you’re craving the perfect sandwich.

Financial Advisor

The Big Picture

MAY 13, 2025

So, so it’s funny ’cause Eric eventually writes a book, the Boggle Effect, you mentioned cost isn’t the first principle. So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct?

Clients

Steve Sanduski

JULY 1, 2025

Kaplan ,  the bestselling author of 23 books on foreign affairs, including his latest, Waste Land: A World in Permanent Crisis. ” Resources Related to This Episode Books by Robert D. Guest: Robert D. Robert  holds a chair in geopolitics at the Foreign Policy Research Institute. Geopolitics is similar.” The post Robert D.

Retirement

Nerd's Eye View

JUNE 12, 2023

For which the approaching summer season is once again providing its usual respite – a time when most advisors take more time off (if only because clients are harder to pin down for summer meetings as more once again take summer vacations away from home)… and find some time to read and catch up on a few good books!

Financial Advisor

Nerd's Eye View

JUNE 10, 2024

For those who love to read, though (and especially for those who have limited time and will only get to read just 1 or 2 books over the summer), the perennial question is always, "So… what's a good book worth reading this summer?" Read More.

Financial Advisor

Nerd's Eye View

SEPTEMBER 20, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the North American Securities Administrators Association (NASAA) released the latest edition its annual survey outlining the state of state-registered RIAs, showing that the number of state-registered firms and their assets (..)

Financial Planner

Nerd's Eye View

FEBRUARY 16, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a study from Cerulli Associates indicates a lack of fee transparency represents a significant hurdle for many investors when considering working with a financial advisor. Read More.

Financial Planner

Nerd's Eye View

JULY 26, 2022

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine. Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Read More.

Financial Planner

Nerd's Eye View

SEPTEMBER 8, 2022

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client.

Financial Planner

Nerd's Eye View

OCTOBER 1, 2024

Welcome to the 405th episode of the Financial Advisor Success Podcast ! Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households. Welcome everyone! Read More.

Assets

Sara Grillo

MARCH 11, 2024

He’s taking the world by storm as an hourly financial planner, not managing any assets just giving out powerful financial planning guidance that clients love. I am a CFA® charterholder and financial advisor marketing consultant. I am a CFA® charterholder and financial advisor marketing consultant.

Financial Planner

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

Financial Advisor

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

WiserAdvisor

SEPTEMBER 1, 2022

If you are thinking about why you should continue meeting with your financial advisor, you have already taken a big step toward securing your financial future – you have engaged the services of a professional. Now, how often you need to meet with your advisor depends on the degree of help needed by you.

Financial Advisor

Indigo Marketing Agency

APRIL 26, 2021

Explore the 12 Best Books for Financial Advisors. I’ve read hundreds of books for financial advisors over the years. As a financial advisor, I know you’re busy. You don’t have time to waste on “yet another book” that promises results but doesn’t deliver.

Financial Advisor

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Financial planning is an ongoing process, and it is essential to stay on top of it.

Financial Planner

Sara Grillo

MARCH 1, 2024

In this blog we discuss how to get started in financial planner marketing without spending a gazillion dollars! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Please sign up here ! Please sign up here !

Financial Planner

Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. That’s why I’m excited to share the top books for financial advisors in 2020. That’s why I’m excited to share the top books for financial advisors in 2020. Top Books for Financial Advisors in 2020.

Financial Advisor

International College of Financial Planning

OCTOBER 17, 2023

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial.

Certified Financial Planner

Sara Grillo

OCTOBER 21, 2022

For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

Insurance

Sara Grillo

JULY 8, 2022

Here are real accounts of what a day in the life of a financial advisor entails, from real professional financial advisors. Why did I find it necessary to write about the day in the life of a financial advisor? I am a CFA® charterholder and financial advisor marketing consultant.

Financial Advisor

Your Richest Life

JULY 17, 2024

Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture. Money lesson #7: Find the financial planner who is right for you. For more information on the services offered, contact Katie today.

Financial Planner

Nerd's Eye View

FEBRUARY 13, 2024

Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend. Read More.

Clients

Sara Grillo

MAY 23, 2022

What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” What is an advice-only financial planner?

Financial Planner

Indigo Marketing Agency

MARCH 12, 2020

My book, The Marketing Guide for Financial Advisors , hit the shelves on November 8, 2019, and I’m excited to share with you a recent review from FANews—the e-newsletter published by Financial Advisor. As many of you may know, Financial Advisor is the go-to company for industry-leading financial services advice.

Financial Advisor

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? Leverage these tips to decide!

Financial Advisor