Clients Compliance Financial Services Webinar 
Indigo Marketing Agency
AUGUST 11, 2020
Webinar marketing for financial advisors is the key to unlocking high conversion rates. If you’ve spent any time on my website or reading my blogs, you know I really like webinars. It was webinars. The more webinar viewers we could get, the faster the business would grow. Creating those webinars allowed me to: .
Indigo Marketing Agency
AUGUST 2, 2021
In this exclusive webinar, I team up with expert guest Leila Shaver of My RIA Lawyer to teach you best practices on how to use the new testimonial rule to market your RIA. How to ask clients for testimonials without sounding pushy or desperate. The fear of being non-compliant shouldn’t hold you back from seizing this opportunity.
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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. .
Sara Grillo
JUNE 12, 2023
It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. Source: KB Financial/Veralytic Hmmmm: The insurance company is crediting 4.95% in the insurance illustration. Thanks for reading.
Indigo Marketing Agency
NOVEMBER 20, 2023
access to premium financial insights, a free consultation, or a subscription to a financial newsletter). Compliance With Privacy Laws and Regulations Ensure compliance with privacy regulations like GDPR, CCPA, and CAN-SPAM Act. Use tools like Google Analytics or Optimizely to track user behavior and gather data.
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