Nerd's Eye View

NOVEMBER 20, 2023

As marketing and prospecting processes become increasingly digital for financial advisors, many prospective clients learn about advisors and what they offer not from an introductory call, webinar, or speaking event but from the advisor's website itself.

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FMG

AUGUST 9, 2023

Financial advisors are always looking for new ways to boost their social media lead generation, but that can be easier said than done. This article will provide tips and strategies that advisors can use to boost their social media lead generation. Here are 6 Social Media Lead Generation Strategies for Financial Advisors: 1.

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eMoney Advisor

JUNE 6, 2023

This causes many to question whether financial professionals have their best interests in mind and leaves financial planners the task of turning mistrust into understanding and action. You can preview a few of the session’s highlights here or access the full webinar. ” Lusardi, 2019. Stress in America.”

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Indigo Marketing Agency

APRIL 5, 2023

Recently, Indigo’s very own Hugo Fernandez was featured in a webinar with Schwab Advisor Services. As CEO of Indigo Marketing Agency and author of The Client Acquisition Blueprint , Hugo has a wide range of knowledge about marketing for financial advisors. Financial advisor in Los Angeles, CA).

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Indigo Marketing Agency

NOVEMBER 3, 2021

This has been our best year yet at Indigo Marketing Agency, with more marketing tips for financial advisors than ever before. How to Create a Provocative Value Proposition (Webinar). How to Send Quick Video Messages With Loom (for Financial Advisors). Is there an easier way to communicate with clients?

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FMG

JANUARY 23, 2023

As an advisor, you need to be engaging your email list with consistent, personalized and relevant content. This is where email automation steps in, providing financial advisors with a tool to schedule and create emails quickly. In this blog post, we’ll cover the methods advisors can use to personalize their emails.

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Indigo Marketing Agency

AUGUST 11, 2020

Webinar marketing for financial advisors is the key to unlocking high conversion rates. If you’ve spent any time on my website or reading my blogs, you know I really like webinars. It was webinars. The more webinar viewers we could get, the faster the business would grow. So, why are webinars so powerful?

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Indigo Marketing Agency

JANUARY 25, 2022

But as a financial advisor, how should you communicate with your clients about market volatility? As a financial advisor, you know that market declines are a normal part of investing. But what’s the best way to communicate about the recent market events? Why You Should Communicate During Volatility.

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BlueMind

JANUARY 31, 2022

Once you have stepped into the field as a financial advisor, the biggest challenge you will come to face as a new player is building your client list from scratch. Share insights into the various challenges that your clients commonly face and require a financial advisor to guide them. Category: Business Growth.

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Indigo Marketing Agency

NOVEMBER 17, 2021

If you’re a financial advisor, you’ve likely had these questions go through your mind at some point in your career, “How do I position myself as an expert in the field?” and “How do I stay top-of-mind so I’m the first call when someone realizes they need a financial professional?” Bonus: Why I Became a Financial Advisor.

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FMG

FEBRUARY 22, 2023

In the case of financial advisors, they need to find the marketing tactic that works best for their niche. For that reason, we’ll be taking a look at what marketing tactics financial advisors use, and how it’s worked out for them. 5 Marketing Tactics Bringing Real Results 1.

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Indigo Marketing Agency

APRIL 26, 2021

Explore the 12 Best Books for Financial Advisors. I’ve read hundreds of books for financial advisors over the years. As a financial advisor, I know you’re busy. To help you out, I’ve gathered a list of the top books for financial advisors. The Best Books for Financial Advisors.

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FMG

AUGUST 10, 2022

So today, we’ve compiled 6 actionable marketing strategies to help you attract and convert leads as a financial advisor. . In today’s new digital age, websites are a crucial platform for advisors to build clientele. Rather, continue to foster communication with prospective leads by simplifying your forms. .

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Indigo Marketing Agency

DECEMBER 18, 2019

Why Do Financial Advisors Benefit From Working With Marketing Companies? Most financial advisors don’t have a lot of time to devote to their marketing strategy. That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. . Websites for Financial Advisors.

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Indigo Marketing Agency

DECEMBER 9, 2022

Indigo Marketing Agency specializes in helping financial advisors like you with their marketing, growth, and communication strategy. Our number-one goal at Indigo Marketing Agency is to create highly personal marketing with done-for-you custom content that takes financial advisors’ digital marketing to the next level.

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Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. That’s why I’m excited to share the top books for financial advisors in 2020. That’s why I’m excited to share the top books for financial advisors in 2020. Top Books for Financial Advisors in 2020. Getting Things Done by David Allen.

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Indigo Marketing Agency

JULY 23, 2020

Financial Advisor Prospecting Are you curious about top advisor marketing results? Well, I just got off a call with a veteran advisor that has been a client of ours for about 3 months. Why Do Great Advisors Fail to Get New Clients? Educate and communicate with your existing clients.

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Indigo Marketing Agency

FEBRUARY 12, 2020

The financial advisor technology tools your firm uses can make or break the client experience. A slow website, complicated financial planning software, irrelevant emails—these can all leave a sour taste in your clients’ mouths and leave them searching for someone else. . If I were an advisor, I would build my site in WordPress.

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Indigo Marketing Agency

APRIL 15, 2020

I have been getting a lot of questions from financial advisors asking how to record your own videos so they can communicate with clients and share important information. Why Financial Advisors Choose Indigo Marketing Agency. Why Financial Advisors Should Embrace Digital Marketing.

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FMG

FEBRUARY 20, 2024

Host a Webinar with a Tax Professional Next, let’s look at a popular way to get prospects to engage with your advisory. In the same vein as hosting events, webinars are a great way to impress clients and bring in prospects who might be interested in you. In this case, it would be about taxes and tax season.

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Indigo Marketing Agency

MAY 5, 2020

If you’re like most advisors, you’re likely starting to come up for air after the shock of the coronavirus pandemic. 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.

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eMoney Advisor

DECEMBER 20, 2022

Whether up or down, it’s likely they are here to stay, and financial advisors will continue to be asked about them by their clients. According to a survey from Bitwise and ETF Trends, 94 percent of financial advisors fielded client questions about cryptocurrency in 2021. Risks Associated with Crypto. December 5.

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Indigo Marketing Agency

MARCH 21, 2023

You can attend AdvisorEngine’s webinar on the topic here. Use AI to Flesh Out Article Notes The custom articles our team writes for our financial advisor clients’ blogs sometimes require notes. We work exclusively with financial advisors and understand how your prospects think. Can AI say the same?

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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. Space is limited for this time-sensitive webinar, so save your seat today! About Your Presenter.

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AdvisorPR

MAY 13, 2020

An Advisor’s Guide to “The New Normal” of Business During COVID-19 It’s the “new normal” they say. “We So how is a financial advisor supposed to “advise” amidst a lingering pandemic? Once you’ve worked through your virtual advisor processes, communication will be the driving factor to your success going forward.

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Indigo Marketing Agency

JULY 1, 2020

Watch our exclusive webinar here. . People generally have a lack of urgency when it comes to their financial plan. That’s one reason why advisors struggle to get new clients. Trend #3: Advisors Need To Proactively Communicate With Clients. This 30-minute webinar shows advisors how to: .

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Indigo Marketing Agency

JULY 1, 2020

At Indigo Marketing Agency, we’re always looking for ways to better serve financial advisors. All the questions were open-ended to encourage advisors to give us feedback in their own words. The creation of my new webinar and my renewed focus on using life insurance for tax-efficient wealth transfer planning.”.

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eMoney Advisor

JANUARY 12, 2023

The organization arranges one-on-one phone consultations on behalf of the pro bono financial planner, matching the volunteer with the person in need based on specialty. The organization is also hosting a series of free webinars on divorce topics in 2023. Best for: All financial professionals. .”

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Indigo Marketing Agency

JUNE 21, 2023

Between persistent inflation, rising interest rates, bank failures, and a looming recession, financial advisors across the country have had their hands full with uncertainty and fear. Let’s take a look at the shifting landscape for financial advisors and how marketing can play an important role in the second half of 2023.

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AdvisorPR

AUGUST 10, 2020

In the financial industry, these catalysts have expedited many changes that were already in motion, from adopting new technologies to providing more inclusive holistic services that account for all aspects of life. In marketing communications, brand trust has become more important than ever.

Risk Tolerance 52

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Indigo Marketing Agency

APRIL 16, 2020

But really, how do we know what’s the most important marketing strategy for financial advisors? The #1 most important marketing strategy for financial advisors is staying in front of your network with content marketing sent by email. What I mean by that is regularly communicating to: Remind people what you do.

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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. 8 Reasons Advisors Should Blog Regularly First and foremost, why should you blog?

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Indigo Marketing Agency

NOVEMBER 20, 2023

Are you a financial advisor looking to expand your subscriber numbers and cultivate valuable leads with your email marketing? Continue reading for expert advice tailored to the specific needs of financial advisors just like you. Paid Advertising (PPC) for Financial Advisors Create targeted ads on Google and Facebook.

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Sara Grillo

MAY 23, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

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FMG

AUGUST 4, 2023

For financial advisors, the process of creating marketing content can be too time-consuming, especially without help from an intern or marketing manager. Sacrifices are often made in terms of content quality or quantity, and the marketing efforts of these advisors often suffer as a result.

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FMG

JUNE 22, 2023

Regardless of which platform you use to market your business, there are always trends that financial advisors can use to boost their marketing success rate. Trends help financial advisors stand out against competitors, produce new ideas and opportunities, and draw attention to your business. In fact, 3.3

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