FMG

JANUARY 24, 2024

Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors. So why are so few financial advisors marketing to millennials ?

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Focus on short-term goals.

Financial Planning 95

Financial Planning Clients Planning Education 95

Indigo Marketing Agency

MAY 5, 2020

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. And I work with 165 top independent financial advisor clients, where we do their marketing for them. So I’ll let John take it away from here.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

The Big Picture

JUNE 6, 2023

RITHOLTZ: What’s the pushback to that from clients? RITHOLTZ: That’s more counseling than it is financial advice. I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation? SETHI: Yes.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130