Nerd's Eye View

FEBRUARY 16, 2024

Which suggests that while advisors might be hesitant to publish their fees on their website before being able to meet face-to-face with prospects, doing so (and linking the fees to the value proposition they offer their ideal clients) could help certain consumers overcome their reluctance and start the process to becoming clients!

Financial Planner 230

Financial Planner Fee Only Compliance CFP 230

Indigo Marketing Agency

JUNE 16, 2021

Did you know the topic you choose for your webinar is the most important factor determining its success? Do you need webinar topic ideas? You’ve decided that a webinar is just what you need to warm up prospects and convert them into clients. But now the big question is: Which webinar topic do you choose?

Financial Advisor 52

Financial Advisor Compliance Communication Retirement 52

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ll review: – How has the retirement landscape been affected by COVID-19? – How can advisors grow their retirement business in the current crisis? I’m super excited to welcome the team at Retirement Learning Center.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

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: .

Financial Advisor 52

Financial Advisor Clients Sales Risk Analysis 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? But your clients are likely nervous about the recent market volatility and may want to hear from you. Proactive communication is good client service.

Communication 52

Communication Clients Marketing Marketing 52

Random Roger's Retirement Planning

NOVEMBER 21, 2023

First up was a webinar about model portfolios at ETF.com. I outsource compliance (have to), technology stuff (pretty sure I have to) and we brought our support person with us to help with things like RMDs, money movement and other administrative work. A few interesting things from here and there on the interwebs.

Portfolio 72

Portfolio Asset Allocation Math Compliance 72

AdvisorPR

MAY 13, 2020

While a pandemic in it of itself is mind-boggling to grapple with, and if you are an advisor who caters to the retirement demographic, you cannot ignore the fact that they are most impacted by this virus. Your prospective clients have dramatically shifted their behavior in record time. Business as usual” is simply not an option.

Communication 52

Communication Accounting Financial Advice Clients 52