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?”

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Financial Advisor Marketing Marketing Advertising 52

Indigo Marketing Agency

JULY 1, 2020

At Indigo Marketing Agency, we send out a client survey each year asking advisors to share their feedback on how we can improve our services. Trend #1: Financial Planning Is Going Digital . The first trend is an obvious one: financial planning is going digital. Watch our exclusive webinar here. .

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Financial Planning Clients Planning Financial Services 52

Nationwide Financial

SEPTEMBER 27, 2022

Hispanic adults who work with financial professionals were less likely to have postponed retirement than those who are not. Many Hispanic clients are seeking help around maximizing Social Security benefits. However, when it comes to larger purchases or longer-term financial plans, many Hispanic adults are doing things differently.

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Clients Retirement Retirement Planning Planning 98