Indigo Marketing Agency

MAY 5, 2020

I’m a lecturer at UCLA Extension as part of their CFP program in marketing. And I work with 165 top independent financial advisor clients, where we do their marketing for them. And we do everything from run their website, create their content, help them create webinars, do all of their social media postings.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Nerd's Eye View

JULY 19, 2023

CFP certificants and CFA charterholders) have CE requirements to retain their credentials, IARs without such credentials haven’t traditionally had any ongoing CE requirements. While holders of certain credentials (e.g.,

Education 47

Education Investing Investments CFP 47

Indigo Marketing Agency

DECEMBER 18, 2019

That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. . But which marketing companies for financial advisors will help you grow your assets under management (AUM) and which are a waste of money? Twenty Over Ten is a website platform built for the modern financial advisor.

Financial Advisor 52

Financial Advisor Compliance Marketing Marketing 52

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. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52