Sara Grillo

MARCH 22, 2024

” If you know how to use social media, you can become a media “movie star” for free. Follow these tips about how to get financial advisor public relations marketing for free and stop throwing away your hard-earned money on expensive agencies who don’t get results! . #1 Alright that’s all for now.

Financial Advisor 52

Financial Advisor Media Clients Marketing 52

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Financial Planner 214

Financial Planner CFP Financial Advisor Retirement Planning 214

Sara Grillo

APRIL 19, 2024

This blog provides practical tips for financial advisor succession planning. How do I best answer the question if prospects (or clients) ask about my plans to retire? ” Take these actions TODAY So how do you get a successor and/or succession plan if you’re a financial advisor? Don’t give up!

Financial Advisor 52

Financial Advisor CFP Ethics Retirement 52

Indigo Marketing Agency

DECEMBER 15, 2023

In the ever-changing world of financial advisor marketing, success boils down to embracing strategies that convert prospects, minus the old-school pushy sales pitches. Today, let’s dive deep into what makes our Total Marketing Package tick—consider it our secret sauce for catapulting financial advisors into unprecedented growth.

Financial Advisor 52

Financial Advisor Clients Media Retirement Planning 52

Sara Grillo

JANUARY 12, 2024

It is typically pathetic – most advisors have no Google rank. Read this blog to learn the financial advisor Google tips you need to know in order to stop being invisible online, so that wealthy prospects can find you. I am a CFA® charterholder and financial advisor marketing consultant. Please sign up here !

Financial Advisor 52

Financial Advisor Clients Consulting Media 52

Nerd's Eye View

JULY 14, 2022

In recent years, many financial advisors have turned to social media as a marketing tool to connect with prospective clients. As a starting point, it’s important to recognize that social media engagement is usually better when the content is relevant to a specific audience. Read More.

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Media Clients Financial Advisor Communication 186

Sara Grillo

APRIL 5, 2024

Question from a subscriber: “I’d like to be funny but being a financial advisor is a serious job. But there are certain stages in the process of earning a client’s trust where a leeeetle financial advisor humor can be a huge asset. Ready to evoke some financial advisor humor?

Financial Advisor 52

Financial Advisor Media CFP Education 52

eMoney Advisor

APRIL 4, 2023

As a financial professional, you are likely aware of what the media is calling the Great Wealth Transfer—where $84 trillion is set to be passed to younger generations over the next two decades. If your clients are self-made, they have earned that wealth—their heirs have not.

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Education Financial Advisor Clients Planning 97

Sara Grillo

MARCH 8, 2024

Question from a subscriber: “ How much time each day should I spend on social media (Twitter, Facebook, LinkedIn)?” It is aptly termed “social” media. One example is trying to get the attention of someone who is not responsive is not an active participant on social media. ” 25 minutes a day.

Media 52

Media Financial Advisor Clients Investing 52

Sara Grillo

MARCH 1, 2024

In this blog we discuss how to recruit financial advisors to your firm without being a slimy scum bag like everyone else is being! Question from a subscriber: “ We are stumped by bringing younger advisors into the business. Ready for some financial advisor recruiting tips? Look happy. Thanks for reading.

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Recruitment Financial Advisor Media Clients 52

Indigo Marketing Agency

FEBRUARY 24, 2024

Huge portions of the internet population are increasingly looking online for financial guidance. That means the right digital marketing for financial advisors can be the rocket fuel that propels unparalleled success. You’re asking potential and existing clients to trust you with their hard-earned money. Think about it.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Guidance 52

Nerd's Eye View

MARCH 18, 2024

Soliciting prospect referrals can often be an effective way for financial advisors to grow their firms with clients who are ready to act and who will benefit from the firm since many referrals come from sources that are familiar not just with the advisor and the services they offer, but also with the prospect being referred and the needs they seek.

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Assets Media Financial Advisor Professional Services 234

Indigo Marketing Agency

JANUARY 3, 2024

Businesses and individuals keen on business and personal financial growth will constantly require the services of a financial advisor. With the current technological advancements and access to the internet, you will need to tap into the extensive online market for clients as a financial advisor.

Financial Advisor 52

Financial Advisor Marketing Marketing Advertising 52

Wealth Management

AUGUST 5, 2022

It's more important than ever for financial advisors to cut through the noise of a competitive market and connect with targeted audiences. This free eBook from TIFIN Clout shows you how to create a digital media strategy that resonates with prospects and clients.

Financial Advisor 107

Financial Advisor Digital Media Marketing Marketing 107

Sara Grillo

MARCH 8, 2024

” Here are some seminar marketing tips for financial advisors who want to get new clients and develop relationships with their community. Financial advisor seminar marketing is not that simple You may be prohibited in some cases from saying anything to actively solicit leads. Ready to go get ’em?

Financial Advisor 52

Financial Advisor Budgeting Clients Media 52

Nerd's Eye View

OCTOBER 9, 2023

When deciding on a marketing strategy to pursue, one of the key factors for financial advisory firms to consider is efficiency. Notably, the point of an SEO strategy is to drive users to an advisory firm's website so that those visitors can eventually be converted into paying clients.

Engineering 180

Engineering Financial Advisor Management Advertising 180

Sara Grillo

FEBRUARY 9, 2024

Here are some non-traditional ways to get referrals as a financial advisor. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. #1 On each client’s birthday, call the person. Please sign up here !

Financial Advisor 52

Financial Advisor Consulting Clients Media 52

Indigo Marketing Agency

FEBRUARY 12, 2024

In today’s dynamic financial landscape, the role of financial advisors extends beyond traditional financial planning to include effective digital marketing strategies. In this blog post, we answer the question “How do financial advisors market themselves?”

Financial Advisor 52

Financial Advisor Marketing Marketing Advertising 52

Indigo Marketing Agency

APRIL 2, 2024

How can financial advisors effectively segment their email lists for targeted campaigns? Segmentation is the process of dividing your email list into smaller groups based on specific criteria, such as demographics, client needs, or behavior. What are the key elements of a successful email campaign for financial advisors?

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Sara Grillo

MARCH 1, 2024

In this blog I’m going to teach you how to name your financial advisor firm so you can make people’s heads turn and make them pay attention to you! Ask three of your clients what they think of the name before you go printing business cards. Are you ready to go name your financial advisor firm?

Financial Advisor 52

Financial Advisor Wealth Management Media Management 52

Don Connelly & Associates

AUGUST 7, 2023

All financial advisors start in the same place—with no clients. Getting that first client (who’s not a relative) is a significant hurdle but not insurmountable. And, as many successful advisors will tell you, once you clear that first hurdle, it’s off to the races.

Financial Advisor 52

Financial Advisor Clients Planning Media 52

Don Connelly & Associates

AUGUST 7, 2023

All financial advisors start in the same place—with no clients. Getting that first client (who’s not a relative) is a significant hurdle but not insurmountable. And, as many successful advisors will tell you, once you clear that first hurdle, it’s off to the races.

Financial Advisor 52

Financial Advisor Clients Planning Media 52

Don Connelly & Associates

JULY 10, 2023

More people than ever are clamoring for quality, objective financial advice to guide critical life decisions. It's also a very challenging time for newer financial advisors as the competition for quality prospects is fierce.

Financial Advisor 52

Financial Advisor Clients Financial Advice Sales 52

Don Connelly & Associates

JULY 10, 2023

More people than ever are clamoring for quality, objective financial advice to guide critical life decisions. It's also a very challenging time for newer financial advisors as the competition for quality prospects is fierce.

Financial Advisor 52

Financial Advisor Clients Financial Advice Sales 52

Sara Grillo

FEBRUARY 23, 2024

Financial advisor Devin Carroll has 425k subscribers on YouTube. Here’s what I see as some of the key factors behind his marketing success and rise to fame as a financial advisor YouTube rockstar. Check out this video on Tax Repeal, for example: Dressed professionally and looks like a financial advisor.

Financial Advisor 52

Financial Advisor Media Taxes Clients 52

Indigo Marketing Agency

FEBRUARY 1, 2024

These days, everyone seems to be advertising on social media. So, as a financial advisor, you may be wondering if it makes sense to invest your marketing dollars in Facebook Ads. Whichever camp you’re in, you’re likely pondering this one question: Do Facebook Ads work for financial advisors?

Financial Advisor 52

Financial Advisor Clients Advertising Budgeting 52

Nerd's Eye View

OCTOBER 17, 2022

As someone who has been speaking at 50-70 conferences a year for 18 years myself, I’ve seen the good and bad of our wide range of industry events, which are spread across membership associations, broker-dealers, insurance companies, RIA custodians, product manufacturers, media companies, private events, and more.

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Financial Advisor Education Budgeting Management 193

Nerd's Eye View

NOVEMBER 27, 2023

One of the main goals of financial advisors who market themselves is to build a foundation of trust with their prospective clients so that they feel comfortable in discussing often-sensitive financial topics and ultimately acting on the advisor's recommendations.

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Distribution Financial Advice Clients Financial Advisor 190

Million Dollar Round Table (MDRT)

APRIL 25, 2023

By Antoinette Tuscano While there’s nothing comical for financial advisors about attracting prospects, you can use comic books to capture their attention on social media. He shares sections of these comic books on social media platforms such as Instagram to encourage people to contact him.

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Media Insurance Financial Advisor Education 88

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Indigo Marketing Agency

AUGUST 23, 2023

These trendsetters now form the bulk of the global workforce, and as they ascend, they’re on the lookout for financial advisors who understand their evolving financial landscape. Beneath the surface, there are three compelling reasons why financial advisors should focus on millennials.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Financial Advice 52

Advisor Websites

FEBRUARY 4, 2022

Relationships between financial advisors and their clients have shifted online, with more than 90% of advisors using social media marketing to fill in for word-of-mouth promotion that the financial industry had been traditionally relying on.

Financial Advisor 52

Financial Advisor Media Marketing Marketing 52

Nerd's Eye View

OCTOBER 6, 2022

When it comes to politically charged discussions, financial advisors generally try to stay neutral and focus on providing clients with objective financial advice. This can make it increasingly difficult for the advisor to work with these clients.

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Clients Financial Advisor Financial Advice Financial Planning 186

FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Indigo Marketing Agency

APRIL 28, 2023

Financial Advisor Bio Most financial advisors haven’t completely filled out their LinkedIn profiles. They often have trouble writing about themselves and the benefits they offer clients. Here’s an example of my LinkedIn tagline: Why Do Clients Choose You Over Competitors? Here’s my LinkedIn summary.

Financial Advisor 98

Financial Advisor Clients Compliance Wealth Management 98

Sara Grillo

FEBRUARY 23, 2024

My financial advisor compliance department take forever and nitpick every little thing!” Focus more on engaging with other people’s content on social media than with producing your own. People like shorter stuff anyways especially when it comes to dry, boring financial advisor content.

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Compliance Financial Advisor Media Clients 52

Sara Grillo

FEBRUARY 23, 2024

That is why I wrote this blog about financial advisor technology tips for those who are not the best with things computer-related. 2 Don’t forget about the free stuff There is a ton of free technology for financial advisors! The newsletter is a critical part of a financial advisor marketing plan.

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Financial Advisor Media Assets Accounting 52