Indigo Marketing Agency

FEBRUARY 19, 2025

5 Proven Marketing Strategies for Financial Advisors to Boost Client Acquisition In her classic hit song Nothing Can Come Between Us, Sade was right when she sang, Its about trust. Host Educational Webinars Webinars are a powerful way for financial advisors to connect with potential clients and build trust. Authenticity is key.

Financial Advisor

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? So Barry Ritholtz : Let’s talk about your dual role, your, your co-head of innovation economy and your head of specialized industries.

Banking

The Big Picture

JULY 1, 2025

So it was Pascal then c plus plus, and then I took an economics class and that’s when the lights went off because it was a very mathematical field in many ways, but also with a link to the Rio economy. There’s interesting clients, there’s quite a lot of us partners there. at Wellesley. It’s a small office.

Investing

Indigo Marketing Agency

MAY 31, 2025

If youre looking for a clear way to rise above the noise, short-form video marketing is a powerful tool thats helping financial advisors attract more clients and grow faster. This is a service we at Indigo Marketing Agency have had a lot of success with our financial advisor clients , so lets take a look at why this strategy works.

Financial Advisor

Bell Investment Advisors

JUNE 27, 2025

and Global Economies Tariffs — Current Status & Impacts Debt, Inflation, & the “Big, Beautiful Bill” Questions from Clients Bell Investment Advisors Webinar June 2025 From Policy to Portfolio: The Economic Impact of Tariffs Note: This transcript has been edited for clarity and context. Slide 4: U.S.

Economics

Zoe Financial

FEBRUARY 24, 2025

Sector Performance : Energy, healthcare, and communication services are outperforming; technology and consumer discretionary sectors are underperforming. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing

The Big Picture

FEBRUARY 4, 2025

The transcript from this weeks, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0 , is below. You know, most of the economists that you’re probably familiar with haven’t really had a good handle on the state of the economy over the past couple of years. Hey, I never put a 0% chance on anything.

Economy

The Big Picture

JUNE 16, 2025

But we have clients that are on the left and the right. Never before in American history has a colossally incompetent American president tried to crater the economy. And so this is the guy who’s now directing our economy. And if you can’t suppress the fear, then you probably will die poor. So that’s different.

Math

Dear Mr. Market

NOVEMBER 22, 2024

Dear Mr. Market: Normally we write you letters about the markets or the economy…but what’s all that worth if your assets are not protected or properly positioned for what you intended them to do? Our Legacy Program currently serves 120 client families on an ongoing basis. Submit a form.

Estate Planning

The Big Picture

JUNE 2, 2025

It felt like an entrepreneurial opportunity to build something, made a lot of friends there, enjoyed the work, really enjoyed my clients, and the opportunity to help a bunch of great leaders improve the performance of their organizations. And we were serving clients in that geography. And the combination just worked great for me.

Economy

Trade Brains

JULY 20, 2025

The automobile and ancillaries sector is also a key pillar of the Indian economy, making notable contributions to GDP, manufacturing output, and job creation. has emerged as the leading provider of Communications Platform as a Service (CPaaS) in India, capturing nearly 35% of the market.

Banking

The Big Picture

MARCH 11, 2025

But their models just simply don’t allow them to understanding a dynamic changing global, interconnected economy. You, you get to meet a lot of interesting executives and, and the prevalence they’re grappling with, but you also still have access into the institutional investor world who are also clients.

Economics

Indigo Marketing Agency

MARCH 14, 2023

As a financial advisor, it’s crucial to effectively communicate this event to your clients to help them understand the potential impact it may have on their investments and overall financial well-being. Proactive communication is good client service. Staying in touch results in fewer phone calls and panicked clients.

Communication

Nerd's Eye View

MARCH 29, 2024

Also in industry news this week: With the new “T+1” rules for trade settlements will go into effect in late May, the SEC has issued a risk alert for broker-dealers and RIAs outlining the requirements they face and areas of focus for the regulator during upcoming examinations A recent survey suggests that while client satisfaction with their (..)

Financial Planner

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Risk Tolerance

Nerd's Eye View

OCTOBER 2, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

Communication

Nerd's Eye View

JUNE 13, 2024

From the initial stage of onboarding their first clients to the point of hitting a capacity wall and deciding whether to increase their headcount, and later to a threshold where an ensemble business eventually becomes an enterprise, advicers face many of the same challenges and opportunities along the way.

Professional Services

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And it was this combination of being, like I said, kind of geeky, kind of quanti, but then being client-facing. I want to be client-facing.

Clients

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy achen Thu, 06/23/2016 - 10:27 The benefits to the U.S. economy since 2008. Yergin is one of the most soughtafter thought leaders on the interplay of energy, international politics and the global economy. from its “revolution” in shale oil production have been far-reaching.

Economy

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy. economy since 2008. Yergin is one of the most soughtafter thought leaders on the interplay of energy, international politics and the global economy. This communication and any accompanying documents are confidential and privileged. Thu, 06/23/2016 - 10:27.

Economy

Trade Brains

FEBRUARY 21, 2024

As a leading player in the defense industry, BEL specializes in supplying radar, communication, and electronic warfare equipment to the Indian armed forces. Their product expertise spans Radar and Fire Control Systems, Weapon Systems, Communication, Electronic Warfare Systems, and more. UP Dial 112 Project Contract Value: Rs.

Electronics

BlueMind

JULY 15, 2022

Although the purpose is simple: to protect investors, customers, the economy, and society from financial crimes but on the other hand it increased compliance challenges for financial advisors. Attempting to deceive clients by distorting the price and the value of the security. Related: Compliance and Automation – An Ideal Unison!

Compliance

FMG

JULY 12, 2022

This roundup is a good one, full of some great articles on niche marketing tips, social media content prompts, client communication tips and much more. However, many advisors think that if they are generalists and cater to a wider niche, they will get more clients, but that is not the case. Offer multiple communication channels.

Communication

FMG

MAY 16, 2023

We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. How to Create a Client-Attracting LinkedIn Profile via RedZone Marketing LinkedIn is an incredible play to connect with your audience. Learn how here. Get the infographic here. Well, struggle no more.

Communication

Good Financial Cents

DECEMBER 14, 2022

Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role. Investment bankers also need to be able to work long hours, as they often have to travel to meet with clients. Communication Skills.

Budgeting

Brown Advisory

AUGUST 19, 2022

This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client. Alternative Investments may be available for Qualified Purchasers and/or Accredited Investors only. company.

Marketing

FMG

JANUARY 31, 2023

4 Questions To Determine Frequency) via Advisorpedia According to a YCharts Client Communication Survey , email is the preferred communication channel for the majority of clients. Some ways to use them are: Client videos and testimonies Social media Website testimonials Case studies and client success stories-and more!

Financial Advisor

Brown Advisory

JUNE 23, 2016

Disruptive events triggered by climate change in countries with weak governments, fragile economies and crude infrastructure could lead to political instability and a reduction in worldwide trade, according to Sharon Burke, a senior advisor at New America. This communication and any accompanying documents are confidential and privileged.

Government

Brown Advisory

JUNE 23, 2016

Disruptive events triggered by climate change in countries with weak governments, fragile economies and crude infrastructure could lead to political instability and a reduction in worldwide trade, according to Sharon Burke, a senior advisor at New America. This communication and any accompanying documents are confidential and privileged.

Government

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Clients

Brown Advisory

JUNE 23, 2016

Putin also distracted the public from the flagging Russian economy. Russia’s economy is highly dependent on natural resources, oil being one, and is under tremendous stress because of weak commodity prices. The Russian economy needs to diversify and modernize, but government constraints prevent such a growth-friendly transition.

Economy

Brown Advisory

JUNE 23, 2016

Putin also distracted the public from the flagging Russian economy. Russia’s economy is highly dependent on natural resources, oil being one, and is under tremendous stress because of weak commodity prices. The Russian economy needs to diversify and modernize, but government constraints prevent such a growth-friendly transition.

Economy

Brown Advisory

MAY 31, 2018

This battle isn’t being fought in classrooms or among academics (most economists view free trade as broadly beneficial for the global economy), but on the front lines of social media. They agreed that the current administration’s trade moves have been poorly communicated, creating a great deal of uncertainty for U.S. trade partners.

Education

Brown Advisory

MAY 31, 2018

This battle isn’t being fought in classrooms or among academics (most economists view free trade as broadly beneficial for the global economy), but on the front lines of social media. They agreed that the current administration’s trade moves have been poorly communicated, creating a great deal of uncertainty for U.S. trade partners.

Education

FMG

NOVEMBER 1, 2022

Managing engagement and communications with your followers helps turns your social media audience into brand ambassadors or even clients. Knowing your clients and their needs is incredibly important, but how well do you really know your customers? Specifically, identifying how you help your clients. Get creative.

Media

Indigo Marketing Agency

JUNE 21, 2023

While the financial landscape at the beginning of 2023 looked rather bleak, there are signs that the economy is turning around—specifically when it comes to the long-predicted recession. Our best advice for dealing with this gap between economic data and consumer perception is to focus on client engagement through marketing.

Financial Advisor

Trade Brains

DECEMBER 14, 2023

The firm has a presence in 36 countries with clients across the Americas, Europe, Asia, Australia, and EMEA. Top Indian Stocks held by BlackRock BlackRock has set up a BlackRock India Fund to allow its investors to earn a piece of the pie of India’s growing economy. Communication and Retail segments contribute to about 16.7%

Banking