Clients Financial Services Investment Advisor Webinar 
Indigo Marketing Agency
JANUARY 24, 2024
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. billion in client assets.
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 3 types of reviews every advisor needs. 7 general violations to avoid.
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Indigo Marketing Agency
JANUARY 24, 2024
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. billion in client assets.
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.
Indigo Marketing Agency
JANUARY 17, 2022
He’s a referral coach for top advisors, bestselling author, hall of fame keynote speaker, and one of my top mentors. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. I recommend listening to his Top Advisor Podcast to hear some of his insights and recommendations.
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