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

Sara Grillo

DECEMBER 22, 2023

There’s a ton of bogus crap advice out there that people doll out when they are trying to convince you to hire them as a financial advisor. Use these tips to find a good financial advisor and avoid the lying grifters! I was recently featured in a MarketWatch article about how to find a good financial advisor.

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Indigo Marketing Agency

OCTOBER 13, 2021

Whenever I talk to financial advisors who are frustrated with their marketing, almost all of them have one thing in common: they don’t have a strong marketing foundation. At Indigo Marketing Agency, we’ve developed a framework for helping financial advisors get more clients—and it starts with building a strong marketing foundation.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 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

Sara Grillo

APRIL 21, 2022

I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgement of morality, and it is my goal to overshadow any media voice that claims as such. I am a CFA® charterholder and financial advisor marketing consultant. Ethics matter in financial advice! So please subscribe!

Ethics 52

Ethics Financial Advisor Clients Management 52

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Does it matter that clients know the fees they are paying?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

FMG

SEPTEMBER 21, 2022

This makes many guides complicated and less relevant to financial advisors. Luckily, this guide was written with advisors and other financial professionals in mind. We’ll cover the basics of video production for financial advisors, from equipment and recording to editing and distribution. Find Out More Here.

Financial Advisor 59

Financial Advisor Marketing Marketing Distribution 59

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

Sara Grillo

MARCH 1, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Question from a subscriber: “How do I get started in marketing as a new financial planner? Check out this LinkedIn posting from financial advisor Mark Meredith.

Financial Planner 52

Financial Planner Financial Advisor 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

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

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 98

Insurance Financial Planner Fee Only Financial Advisor 98

Tucker Advisors

NOVEMBER 11, 2021

How to Grow on Twitter as a Financial Advisor. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Click the links below to jump to a client appreciation event page section specific to your needs. Today we will show you how to grow on Twitter as a financial advisor. Table of Contents .

Financial Advisor 52

Financial Advisor Accounting Financial Advice Media 52

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

Sara Grillo

MARCH 22, 2024

Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Laurent [link] Flat-fee financial planning for people working remotely and striving for financial freedom.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Indigo Marketing Agency

MAY 3, 2021

FMG Suite is arguably the largest financial advisor marketing platform out there. We update your website and social media profiles for you. We create custom content each month that speaks directly to your ideal clients. If you need to submit something to compliance, we do that too. It’s responsive.

Financial Advisor 59

Financial Advisor Compliance Media Clients 59

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

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

FMG

OCTOBER 2, 2023

Video marketing is one of the most powerful tools for financial advisors. However, many financial advisory firms have hesitated to start utilizing video marketing – either not knowing how to start or believing that it wouldn’t be a good investment of their time since their prospects aren’t spending time on YouTube.

Financial Planner 52

Financial Planner Financial Advisor Engineering Clients 52

FMG

SEPTEMBER 29, 2022

As technology evolves, so does the best way to reach clients and potential prospects. Some might argue posting it to social media as is and others might suggest cutting out the best parts for multiple posts. Some might argue posting it to social media as is and others might suggest cutting out the best parts for multiple posts.

Marketing 72

Marketing Marketing Media Compliance 72

Carson Wealth

JULY 12, 2022

Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . Registration Standards for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Sara Grillo

JUNE 2, 2022

I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. Different advisors are great for different clients.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

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

Indigo Marketing Agency

FEBRUARY 24, 2024

There are several key reasons why utilizing the immense knowledge and experience of a digital agency for financial advisors isn’t just smart—it’s crucial for you to build a successful business. Improved Trustworthiness A financial advisor digital agency builds solid trust and reliability with viewers.

Financial Advisor 52

Financial Advisor Advertising Compliance Media 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 52

Wealth Management Management Risk Tolerance Retirement Planning 52

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

FMG

FEBRUARY 3, 2023

It’s not only incredibly beneficial to financial advisors but something we consider a necessity. By categorizing your business appropriately, you are increasing your chances of appearing in the top results for relevant searches, which can aid in gaining new clients. This includes GBP, your website, and social media.

Financial Services 52

Financial Services Media Accounting Financial Advisor 52

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

Indigo Marketing Agency

MARCH 19, 2024

In today’s digital world, email marketing for financial advisors is an extremely powerful tool. Using the right strategy, you’ll be able to attract new business, interact with current clients, and convert leads into customers. Having a growing email list is critical to always reaching a wide audience full of potential clients.

Financial Advisor 80

Financial Advisor Marketing Marketing Compliance 80

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

JUNE 23, 2023

When I think about the future of marketing for financial advisors, I’m excited about two things: webinars and YouTube. YouTube for financial advisors is an up-and-coming way to get exposure to millions of people searching for the exact answers you’re offering. Did you know that Google owns YouTube?

Financial Advisor 52

Financial Advisor Clients Compliance Marketing 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. You also want to define clear and measurable goals for your social media efforts. Who are they? What do you hope to achieve?

Media 52

Media Financial Advisor Compliance Education 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

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

Sara Grillo

JUNE 20, 2022

If you are thinking about becoming an Edward Jones financial advisor, STOP and read this blog ASAP! This is the true story of Nathan Penha, a former financial advisor with Edward Jones – you’ll hear the real story about what it’s like from someone who spent six years there. Why do so many EJ reps fail?

Financial Advisor 52

Financial Advisor Sales Commission Clients 52

Indigo Marketing Agency

JUNE 22, 2020

When I think about the future of marketing for financial advisors, I’m excited about two things: webinars and YouTube. YouTube for financial advisors is an up-and-coming way to get exposure to millions of people searching for the exact answers you’re offering. . YouTube Best Practices For Financial Advisors.

Financial Advisor 52

Financial Advisor Insurance Compliance Clients 52