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.

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Retirement Economics Retirement Planning Financial Planning 52

eMoney Advisor

NOVEMBER 15, 2022

Here are a few more reasons to apply it in your financial planning practice. To start, gratitude can support your clients’ commitment to pursuing their financial goals. 4 Saving for retirement and other milestones definitely takes willpower, but it turns out that feelings of thankfulness can help us persevere.

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Financial Planning Planning Clients CFP 76

eMoney Advisor

JANUARY 20, 2023

Act, signed into law December 29, 2022, is designed to help strengthen the retirement system and Americans’ preparedness for retirement. The act introduces 92 provisions that will impact your clients and their financial plans, whether they’re in, nearing, or still years away from retirement.

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Financial Advisor Retirement CFP Financial Planning 89

Indigo Marketing Agency

AUGUST 11, 2020

Webinars for financial advisors are a great way to secure high conversion rates. So you’ve decided to create a webinar. After doing dozens of webinars myself and creating countless webinars for financial advisors, I’ve come to realize one thing. So, which webinar topic should you choose?

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Financial Advisor Clients Planning Retirement Planning 52

FMG

APRIL 12, 2023

Client communication is easily one of the most crucial elements of a successful business. Being able to efficiently and effectively communicate with clients can be the difference between satisfied customers and scathing reviews. Findings to Be Aware Of Every financial advisor has a different way of communicating with their clients.

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Communication Financial Advisor Clients Financial Planning 52

MainStreet Financial Planning

JUNE 27, 2022

The MainStreet Financial Planning Discussion Club. How : Zoom Meeting, Free to ongoing clients; $10 for guests. Acts, what that means to you and your Tax Planning in Retirement. Acts, what that means to you and your Tax Planning in Retirement. “MainStreet Chalk Talk”. 30-45 minutes.

Tax Planning 52

Tax Planning Certified Financial Planner Retirement Taxes 52

Investing Caffeine

MAY 3, 2023

These are all interesting and important questions, but preparation for retirement is much more important than panicking over issues you have no control over. For many investors, however, the more important questions to ask and answer relate to your retirement strategy. Risk Tolerance: What is your asset allocation?

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Retirement Retirement Planning Financial Advisor Planning 59

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.

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Communication Clients Marketing Marketing 52

MainStreet Financial Planning

APRIL 4, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 4-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here! appeared first on MainStreet Financial Planning.

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Financial Planner Financial Planning CFP Education 90

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

International College of Financial Planning

JULY 10, 2023

The exam comprises multiple-choice questions, case studies, and client scenarios that assess your understanding and application of financial planning concepts. Over the years, the CFP exam has undergone refinements in line with the evolution of the financial planning profession.

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CFP Certified Financial Planner Financial Planner Financial Planning 52

MainStreet Financial Planning

NOVEMBER 1, 2022

The MainStreet Financial Planning Discussion Club. How : Zoom Meeting, Free to ongoing clients; $10 for guests. There may be new tax legislation that could change the way we plan for retirement assets. There are proposals to change the deduction for retirement plan contributions, making Roths much more valuable.

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Taxes Certified Financial Planner Retirement Planning Financial Planner 52

eMoney Advisor

FEBRUARY 28, 2023

It would be difficult to create a holistic financial plan for any client without a full picture of their financial lives. Account aggregation gives financial professionals—and their clients—a complete and centralized view of the client’s financial information.

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Accounting Financial Planning Clients Assets 71

MainStreet Financial Planning

AUGUST 8, 2022

The MainStreet Financial Planning Discussion Club. How : Zoom Meeting, Free to ongoing clients; $10 for guests. The post Chalk Talk – Parenting Aging Parents appeared first on MainStreet Financial Planning. “MainStreet Chalk Talk”. When: Tuesday 8-16-22 at 730pm Eastern; 430pm Pacific. ~30-45 30-45 minutes.

Financial Planning 81

Financial Planning CFP Medical Retirement 81

MainStreet Financial Planning

SEPTEMBER 7, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 9-19-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for clients, $10 for guests Register Here!

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Planning Financial Planning CFP Medical 89

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

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. billion in client assets.

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Financial Advisor CFP Financial Services Education 116

MainStreet Financial Planning

JANUARY 5, 2023

The MainStreet Financial Planning Discussion Club. How : Zoom Meeting, Free to ongoing clients; $10 for guests. In this conversation, we would like to make you aware of the most common pitfalls we see when reviewing clients’ home, auto and personal liability insurance policies. “MainStreet Chalk Talk”. 30-45 minutes.

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Insurance Financial Planning CFP Financial Advisor 52

Indigo Marketing Agency

NOVEMBER 17, 2021

Believe it or not, your clients and readers want to know what’s happening at your firm. Our Client Stories. When we publish your clients’ stories, it not only gives a peek into your processes and services, but shows your prospects that you understand their situation and have the solutions to help them achieve their goals.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Retirement 52

MainStreet Financial Planning

SEPTEMBER 20, 2022

The MainStreet Financial Planning Discussion Club. How : Zoom Meeting, Free to ongoing clients; $10 for guests. The post Chalk Talk: Medicare Roadmap appeared first on MainStreet Financial Planning. “MainStreet Chalk Talk”. When: Tuesday 10-18-22 at 730pm Eastern; 430pm Pacific. ~30-45 30-45 minutes.

Financial Planning 52

Financial Planning Planning Clients Retirement 52

Indigo Marketing Agency

JANUARY 17, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. You can also sign up for a free workshop webinar he and I hosted together, How to Choose Your Niche & Create a Radically Relevant Marketing Message. You can connect with her on LinkedIn. Douglas A.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

SEPTEMBER 9, 2020

But your clients and prospects couldn’t care less about these topics. Put yourself in your client’s shoes and write about the concerns they have. CTAs are an effective way to convert prospects into clients because they create a sense of urgency. Check out these three top-performing CTA examples for financial advisors.

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Financial Advisor Retirement Clients Healthcare 52

AdvisorPR

MAY 13, 2020

So how is a financial advisor supposed to “advise” amidst a lingering pandemic? 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. Business as usual” is simply not an option.

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Communication Accounting Financial Advice Clients 52

Indigo Marketing Agency

MARCH 18, 2021

Many financial advisors who are just getting started with their digital marketing often ask, “How often should I email my network?” of clients prefer monthly emails, while 30% prefer weekly emails. (1). At Indigo Marketing Agency, we typically send out emails once per month for financial advisors. See a Sample Financial Plan.

Financial Advisor 59

Financial Advisor Clients Media Advertising 59

Indigo Marketing Agency

APRIL 23, 2020

Marketing In A Crisis For Financial Advisors (Free Webinar). The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. How to use the current crisis to multiply your best clients 2. About Your Presenter.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

MainStreet Financial Planning

MARCH 11, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 3-19-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

Retirement 52

Retirement Financial Planning Healthcare CFP 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, there is one factor that does seem to make a difference – working with a financial professional (FP).

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Clients Retirement Retirement Planning Planning 98

Sara Grillo

MAY 23, 2022

I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. ” Well, now it is.

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Financial Planner CFP Financial Planning Education 52

Indigo Marketing Agency

OCTOBER 22, 2020

When a financial advisor tells us they need help to select their niche, we recommend they do three things: . Watch our workshop webinar on embracing a specialty. Send out a client survey. Watch This Webinar on Choosing a Radically Relevant Niche . Send a Survey to Your Favorite Clients . Identify potential niches.

Financial Advisor 52

Financial Advisor Financial Planning Clients Retirement 52

eMoney Advisor

JUNE 12, 2023

The way you present data has a far-reaching impact on the way that clients understand, engage with, and follow through on their financial plan. Effective data visualization has the potential to motivate clients towards their goals and deepen the planner-client relationship.

Financial Planner 52

Financial Planner Clients Financial Planning Planning 52

Indigo Marketing Agency

JULY 23, 2020

Financial advisor blogging really isn’t complicated, however, many advisors who are just getting started with their marketing know they should be producing content, but they have no idea what to write about. You want to cover the topics and questions your ideal clients are thinking about, but where should you start?

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