AdvicePay

MAY 22, 2024

Earlier this year, we released our 2024 Fee-for-Service Industry Trend Report , showcasing data from over 380,000 fee-for-service financial planning transactions processed through our platform in 2023. We are excited to share some of the top questions from the webinar.

Financial Planning 82

Financial Planning Compliance Planning Management 82

Indigo Marketing Agency

SEPTEMBER 6, 2022

We’re happy to announce that Indigo Marketing Agency was featured in Bob Veres’s August 2022 issue of Inside Information , a go-to resource for financial planning, financial advisor, and investment advisor professionals. Why Are Testimonials Important for Financial Advisors? Testimonials give you that credibility factor.

Marketing 97

Marketing Marketing Financial Advisor Compliance 97

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. 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. I’m a lecturer at UCLA Extension as part of their CFP program in marketing.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

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. Proactive communication is good client service.

Communication 52

Communication Clients Marketing Marketing 52

Indigo Marketing Agency

DECEMBER 18, 2019

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. That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. .

Financial Advisor 52

Financial Advisor Compliance Marketing Marketing 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. . CRM: Wealthbox or Redtail.

Financial Advisor 52

Financial Advisor Financial Planning Clients Planning 52

Nerd's Eye View

JULY 19, 2023

In this post, Senior Financial Planning Nerd Ben Henry-Moreland discusses how IARs can determine whether they’re required to complete CE and, if so, how to go about it – since with the adoption of the Model Rule ramping up among states, more and more IARs will be subject to the new CE requirements.

Education 45

Education Investing Investments CFP 45