Indigo Marketing Agency

JUNE 16, 2021

We Write Your Presentation After you choose a topic, our team gets to work creating two different documents for you: your webinar presentation and a communications kit. Once you and compliance give the green light, we’ll hit the “go” button and make everything live. It’s 100% done for you.

Financial Advisor 52

Financial Advisor Compliance Communication Retirement 52

Indigo Marketing Agency

APRIL 28, 2023

Follow these five steps to create an impactful bio that resonates with website visitors and communicates what makes you different. Once you’re happy with the result, send it to compliance, feature it on your website, and don’t forget to share it on your social media profiles! What Do You Do & Who Do You Do it For?

Financial Advisor 98

Financial Advisor Clients Compliance Wealth Management 98

Diamond Consultants

DECEMBER 5, 2023

Increasing bureaucracy, rising compliance restrictions, diminishing freedom over investments, and client communications—just a few of the issues we hear about from advisors every day. Or growth may be stymied by an inability to utilize social media and marketing to differentiate and develop new prospects. Why is this so common?

Compliance 52

Compliance Clients Retirement Recruitment 52

Indigo Marketing Agency

MARCH 21, 2023

You can use AI to help you express your ideas, which we will then customize to ensure we communicate your perspective in your voice, and that it remains strategic without being plagiarized. Use AI for Social Media Posts Looking for a quick social media post to summarize a client event or share real-time thoughts on a market decline?

Wealth Management 52

Wealth Management Clients Financial Advisor Media 52

Sara Grillo

JULY 8, 2022

Admittedly I spend 30 minutes a day on social media, Twitter and LinkedIn, but focused on deliberately interacting and not just scrolling. hours / 20% content creation & social media 1 hour / 13% general administrative or management responsibilities 45 minutes / 10% returning client calls and emails or other internal requests.

Financial Advisor 59

Financial Advisor Financial Planner Clients Compliance 59

AdvisorPR

MAY 13, 2020

Your live presentations, appointment process, onboarding and ongoing client communication processes call all be done virtually, with the adaption of technology. Once you’ve worked through your virtual advisor processes, communication will be the driving factor to your success going forward. Sure, it’s not the same, but nothing is.

Communication 52

Communication Accounting Financial Advice Clients 52

BlueMind

FEBRUARY 24, 2022

In addition, financial advisors are often required to stay up to date with client social media pages or work with various trading and marketing software. This is a huge drawback because it would let them communicate market trends and news directly to clients.” Related: Compliance and Automation – An Ideal Unison for a CRM.

Financial Advisor 52

Financial Advisor Clients Consulting Management 52

Trade Brains

JULY 7, 2023

Tata Elxsi has three key verticals: automotive, media, broadcast & communications, and healthcare. Over the past several years, the technology company has built several in-house platforms to service its clients. We got a good understanding of the business and the different verticals of the company.

Planning 52

Planning Healthcare Sales Electronics 52

Fortune Financial

SEPTEMBER 25, 2023

Regulatory Compliance Ensure the wealth management firm is registered and compliant with relevant regulatory authorities. As your trusted advisors, we prioritize clear and transparent communication. Also, follow our YouTube channel or other social media accounts for more financial planning tips.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Regulatory Compliance Ensure the wealth management firm is registered and compliant with relevant regulatory authorities. As your trusted advisors, we prioritize clear and transparent communication. Also, follow our YouTube channel or other social media accounts for more financial planning tips.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Brown Advisory

DECEMBER 5, 2023

Companies that can better manage human capital and support the people and communities surrounding the organization will likely win amidst changing employee, customer, and regulatory expectations around the globe. ESG has often been described as a "movement" in the media.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

Indigo Marketing Agency

FEBRUARY 12, 2020

You can use this platform to do everything from interacting with clients on social media and scheduling calls to managing projects and running in-depth reports. . It has eye-catching illustrations that help you communicate complex financial topics to your clients. Next up is Wealthbox. Its easy-to-use interface requires zero training.

Financial Advisor 52

Financial Advisor Financial Planning Clients Planning 52

Indigo Marketing Agency

APRIL 4, 2024

In today’s digital age, social media isn’t just a platform for sharing cat videos and vacation photos—it’s a powerful tool for building your brand, connecting with clients, and growing your business. In this comprehensive guide, we walk you through everything you need to know about using social media effectively as a financial advisor.

Media 52

Media Financial Advisor Compliance Education 52

Indigo Marketing Agency

AUGUST 11, 2020

You can clearly communicate who you serve best and the value you offer, so those no-fit clients don’t wind up in your inbox—or worse, across your desk in an in-person meeting. . You can record and get compliance approval in advance. . Webinars give you a way to automatically weed out unqualified prospects. I know, this is odd.

Financial Advisor 52

Financial Advisor Clients Sales Risk Analysis 52

Indigo Marketing Agency

NOVEMBER 20, 2023

It should clearly communicate the value proposition, such as “Unlock Exclusive Financial Insights: Join Our Mailing List Today!” flexible grids, media queries). Compliance With Privacy Laws and Regulations Ensure compliance with privacy regulations like GDPR, CCPA, and CAN-SPAM Act.

Financial Advisor 52

Financial Advisor Engineering Advertising Compliance 52

Sara Grillo

JUNE 2, 2022

I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. What about straightforwardness of communication? I have several issues with the methodology, namely: The advisor must have an “acceptable compliance record.”

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

SEI

AUGUST 17, 2022

SEI Regulatory Services helps investment managers and institutions meet reporting and compliance requirements for pooled vehicles, alternative vehicles, separate accounts, sovereign wealth funds, family offices, and more—benefiting from a unique data warehouse approach, team of industry experts, and a single comprehensive platform.

Compliance 52

Compliance Financial Services Commission Assets 52

Sara Grillo

AUGUST 25, 2023

I usually have people sign consent and release forms so I can communicate direct with their CPA and Attorney. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. I do this for everyone, regardless of account size.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

APRIL 11, 2022

He also has considerably less of a compliance, operational, and administrative burden because he is not taking custody or discretion of his clients’ assets. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. I appreciate you having me on today.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Carson Wealth

AUGUST 21, 2023

That got a lot of media attention, and rightfully so. High-tech equipment (computers, communication equipment, semiconductors) production is surging once again, rising more than 7% over the first seven months of this year for a cumulative gain of 20% since February 2020 (pre-pandemic). However, stocks responded well.

Marketing 52

Marketing Marketing Economy Retail 52

Indigo Marketing Agency

MAY 5, 2020

Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis. And we do everything from run their website, create their content, help them create webinars, do all of their social media postings.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Indigo Marketing Agency

APRIL 23, 2020

I’ve talked to him extensively about what he’s doing, how he’s communicating with his clients. And so, you want to communicate regularly with valuable content that your audience is interested in. So let’s talk about what you should actually be doing this month. My dad’s an advisor.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Sara Grillo

MAY 8, 2023

For marketing tips in the transparency age… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. SARA GRILLO: I do.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

FEBRUARY 13, 2023

RIEDER: So, you know, think about last year, I mean, every media event or any anything we did externally, and it’s always what people said, how much cash you’re running? Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? And we were running a lot of cash. RIEDER: Thanks.

Economy 140

Economy Numbers Portfolio Marketing 140

The Big Picture

JULY 26, 2022

RITHOLTZ: Why not good fund, just performance wise, or was it — because when you launch in ’01, we’re still in the early days of a massive downfall in technology, media, Internet straight across the board. WEAVER: Well, thankfully, we were — I really communicated a lot with Doug and Tom, and they understood.

Consulting 283

Consulting Numbers Investing Investments 283

Sara Grillo

MAY 23, 2022

Here are some of the ways I can help directly… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. The other is, it was a fascinating exercise to see how the media works. And then massive amounts of media attached to it. RITHOLTZ: You were crushing it.

Management 130

Management Investing Investments Government 130

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Compliance 150

Compliance Wealth Management Clients Management 150

Sara Grillo

SEPTEMBER 26, 2022

I think that we do need sales people to sell things, I think sales is just the expression of value, the expression and the communication of value. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

FEBRUARY 13, 2023

It’s a pretty clean situation or communication. And I just seems like it’s the communication there at least is pretty clear. Wait a second, especially the way the media was really pushing it. And this fits a lot of what the media likes to write about. Drop me a line on social media and let me know.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

MAY 16, 2023

I know him from Lindzonpalooza from his early media work. So strap yourself in for a fun conversation about what it’s like to be at — “in the room where it’s happening” to quote Hamilton, but to be at the intersection of media and finance and technology as the world is blowing up. How did that come about?

Media 275

Media Investing Investments Valuation 275