Indigo Marketing Agency

APRIL 28, 2023

Financial Advisor Bio Most financial advisors haven’t completely filled out their LinkedIn profiles. They often have trouble writing about themselves and the benefits they offer clients. Here’s an example of my LinkedIn tagline: Why Do Clients Choose You Over Competitors? Here’s my LinkedIn summary.

Financial Advisor 98

Financial Advisor Clients Compliance Wealth Management 98

Indigo Marketing Agency

JANUARY 25, 2022

But as a financial advisor, how should you communicate with your clients about market volatility? And can you use the events to find opportunities to get new clients? As a financial advisor, you know that market declines are a normal part of investing. Why You Should Communicate During Volatility.

Communication 52

Communication Clients Marketing Marketing 52

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 59

Financial Advisor Financial Planner Clients Compliance 59

International College of Financial Planning

OCTOBER 5, 2021

In this write up we look at the five most important elements of a Financial Advisor and the reasons it is important to have these traits to succeed in the industry. Are you exploring the career option as a Financial Advisor? You are about to choose one of the fastest-growing career options in India.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

Indigo Marketing Agency

MARCH 24, 2023

As a financial advisor, building a robust network of referral sources is key to growing your business and delivering high-quality service to your clients. One group which financial advisors often consider partnering with are certified public accountants (CPAs). Why Collaborate With CPAs?

Financial Advisor 52

Financial Advisor Tax Planning Taxes Clients 52

Indigo Marketing Agency

AUGUST 17, 2020

Send video messages with Loom for easy communication with clients. You get an email from a client saying they can’t locate a financial document in their web portal. Which begs the question, is there an easier way to communicate with clients? How Can Financial Advisors Use Loom?

Financial Advisor 52

Financial Advisor Communication Clients Compliance 52

Indigo Marketing Agency

JUNE 16, 2021

You’ve decided that a webinar is just what you need to warm up prospects and convert them into clients. That’s why it’s worthwhile to do some research ahead of time to determine what topic will resonate most with your ideal clients. Did you know the topic you choose for your webinar is the most important factor determining its success?

Financial Advisor 52

Financial Advisor Compliance Communication Retirement 52

BlueMind

FEBRUARY 24, 2022

It has been well proven that many benefits come from CRM automation into our daily lives especially for businesses where efficiency, client satisfaction, and revenue returns are paramount. However, there are some challenges or hurdles that keep financial advisors make the most of their CRM solutions.

Financial Advisor 52

Financial Advisor Clients Consulting Management 52

Indigo Marketing Agency

DECEMBER 18, 2019

Why Do Financial Advisors Benefit From Working With Marketing Companies? Most financial advisors don’t have a lot of time to devote to their marketing strategy. Not only are they busy running their business and serving their clients, marketing may not be their expertise or interest. Websites for Financial Advisors.

Financial Advisor 52

Financial Advisor Compliance Marketing Marketing 52

Nerd's Eye View

NOVEMBER 7, 2022

Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 163

Risk Tolerance Compliance Startup Clients 163

Indigo Marketing Agency

OCTOBER 10, 2023

Most financial advisors already know the importance of using valuable content to reach more clients. But if you’re anything like the professionals we work with, you’re probably curious about whether clients will notice the difference between canned content and custom content. Compliance and Regulations.

Compliance 59

Compliance Financial Advisor Clients Financial Advice 59

Indigo Marketing Agency

FEBRUARY 12, 2020

The financial advisor technology tools your firm uses can make or break the client experience. A slow website, complicated financial planning software, irrelevant emails—these can all leave a sour taste in your clients’ mouths and leave them searching for someone else. . Interested in learning more?

Financial Advisor 52

Financial Advisor Financial Planning Clients Planning 52

Indigo Marketing Agency

MARCH 22, 2020

It’s been an incredibly stressful time for most advisors and their clients. You have been putting out fires, worrying about the markets, and having the same conversations over and over with clients. How can you maintain a trusted relationship with your clients at a distance? But what comes next? Set Up Your Account.

Clients 52

Clients Compliance Communication Accounting 52

Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an hourly financial advisor?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

BlueMind

SEPTEMBER 3, 2022

Category: Clients Risk. Determining the client’s risk tolerance is not an exact science and requires you to communicate with your client. What Does The Word “Risk” Mean For Your Clients? What Does The Word “Risk” Mean For Your Clients? Related: Compliance and Automation – An Ideal Unison!

Risk Tolerance 105

Risk Tolerance Clients Portfolio Financial Advisor 105

Good Financial Cents

DECEMBER 14, 2022

Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Financial managers are similar to personal financial advisors, except they monitor businesses’ financial well-being instead of individuals.

Compliance 87

Compliance Budgeting Accounting Insurance 87

Indigo Marketing Agency

MARCH 21, 2023

The Hot Topic of AI According to CNBC, Morgan Stanley is transforming their advisors’ knowledge base with a state-of-the art chatbot powered by OpenAI. With this tool, the bank’s 16k+ advisors can access an expansive pool of research and data to give clients reliable advice on financial matters—as if they had an expert at their side.

Wealth Management 52

Wealth Management Clients Financial Advisor Media 52

Inside Information

MAY 30, 2023

I completely get why they would tell this to credulous writers; the public has increasingly shifted away from any taint of ‘sales’ in an advisor relationship, and the concept of hiring an advisor who puts their clients’ interests first (even if most people don’t understand the term ‘fiduciary’) is an attractant.

Communication 40

Communication Sales Compliance Insurance 40

AdvisorPR

MAY 13, 2020

An Advisor’s Guide to “The New Normal” of Business During COVID-19 It’s the “new normal” they say. “We So how is a financial advisor supposed to “advise” amidst a lingering pandemic? Your prospective clients have dramatically shifted their behavior in record time. We could see a resurgence in the fall,” some warn.

Communication 52

Communication Accounting Financial Advice Clients 52

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Fortune Financial

SEPTEMBER 25, 2023

Regulatory Compliance Ensure the wealth management firm is registered and compliant with relevant regulatory authorities. Hourly or Project-Based Fees In some cases, advisors charge by the hour or on a project basis. Commission-Based Some advisors may earn commissions on financial products, such as insurance or certain investments.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Regulatory Compliance Ensure the wealth management firm is registered and compliant with relevant regulatory authorities. Hourly or Project-Based Fees In some cases, advisors charge by the hour or on a project basis. Commission-Based Some advisors may earn commissions on financial products, such as insurance or certain investments.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

FMG

SEPTEMBER 29, 2022

As technology evolves, so does the best way to reach clients and potential prospects. Your website is one of the first places potential clients will visit when attempting to find a financial advisor. Along with being a hook, having videos on your website is a great way to establish who you are as an advisor.

Marketing 72

Marketing Marketing Media Compliance 72

Indigo Marketing Agency

AUGUST 11, 2020

Webinar marketing for financial advisors is the key to unlocking high conversion rates. Way back when I was working at one large marketing firm serving advisors, I ran a statistical analysis to see which efforts correlated most with new sales revenue. Time is money in the financial services industry. Guess what?

Financial Advisor 52

Financial Advisor Clients Sales Risk Analysis 52

Sara Grillo

JUNE 2, 2022

There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. I’m keeping a running tally of these BS advisor ranking lists and please let me know if there are any I am missing, I’ll put them on my hit list. I am a CFA® charterholder and financial advisor marketing consultant.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

International College of Financial Planning

JUNE 14, 2023

It is important to note that a new NISM certification must be obtained before the expiry of the existing certificate to ensure compliance with guidelines. Net Worth Net worth requirements are as follows: For non-individual investment advisors, the net worth should not exceed INR 50 lakhs.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

FMG

DECEMBER 22, 2022

As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients? What have you learned and changed about the way you communicate with clients if there have been changes? I couldn’t pass up on the one-click compliance! Zoom has been a godsend.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 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. I am a CFA® charterholder and financial advisor marketing consultant. For those of you who are new to my blog, my name is Sara.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Indigo Marketing Agency

MAY 5, 2020

If you’re like most advisors, you’re likely starting to come up for air after the shock of the coronavirus pandemic. Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Indigo Marketing Agency

APRIL 23, 2020

Marketing In A Crisis For Financial Advisors (Free Webinar). The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. How to use the current crisis to multiply your best clients 2. About Your Presenter.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Sara Grillo

MAY 23, 2022

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.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Indigo Marketing Agency

APRIL 4, 2024

In today’s digital age, social media isn’t just a platform for sharing cat videos and vacation photos—it’s a powerful tool for building your brand, connecting with clients, and growing your business. In this comprehensive guide, we walk you through everything you need to know about using social media effectively as a financial advisor.

Media 52

Media Financial Advisor Compliance Education 52

FMG

OCTOBER 28, 2022

Any service professional who has ever been successful knows that trust is the most important thing to establish with a client. You can use get-to-know-you videos to establish a relationship of trust with your clients and prospects. We gain trust by communicating subconscious signals with a person when we interact with them.

Financial Advisor 64

Financial Advisor Marketing Marketing Communication 64

Indigo Marketing Agency

NOVEMBER 20, 2023

Are you a financial advisor looking to expand your subscriber numbers and cultivate valuable leads with your email marketing? Continue reading for expert advice tailored to the specific needs of financial advisors just like you. Paid Advertising (PPC) for Financial Advisors Create targeted ads on Google and Facebook.

Financial Advisor 52

Financial Advisor Engineering Compliance Advertising 52

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. Later, a questioner asked Buffett for his thoughts on Munger’s value as a financial advisor. Perhaps there are hundreds or even thousands of people who beat the market, but he wouldn’t take all advisors as a group and expect them to beat the market.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. Later, a questioner asked Buffett for his thoughts on Munger’s value as a financial advisor. Perhaps there are hundreds or even thousands of people who beat the market, but he wouldn’t take all advisors as a group and expect them to beat the market.

Investing 52

Investing Investments Ethics Taxes 52