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. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

APRIL 26, 2021

Best book for financial advisors who want to connect with prospects through storytelling The financial services industry gets a bad rap for being dull and boring. Financial advisors can leverage the techniques in this book to calm their clients’ fears, eliminate their doubts, and improve their lives.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

Indigo Marketing Agency

MARCH 5, 2020

Bill and I have a workshop webinar where we help financial advisors choose a specialty and create a radically relevant marketing message. The Million-Dollar Financial Advisor by David J. Best for: Advisors who want to be top producers in the financial services industry. You can check it out here. Mullen, Jr. The Wrap-Up.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. And so the magic number was $388 a month. That they could add to PayPal’s numbers. Like everybody will eventually be a financial services company or an advertising company. She was Chief Revenue Officer at Microsoft.

Startup 143

Startup Advertising Engineering Numbers 143

eMoney Advisor

JUNE 12, 2023

Effective data visualization has the potential to motivate clients towards their goals and deepen the planner-client relationship. If a client has expressed that they get lost when they’re presented with lots of data, showing them a bunch of charts and numbers is going to make them feel overwhelmed.

Financial Planner 52

Financial Planner Clients Financial Planning Planning 52

The Big Picture

OCTOBER 19, 2022

RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. And you know, we’re financial services firm, so growth is good, but you have to have control on processes and quality.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

The Big Picture

APRIL 25, 2023

And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. They just didn’t do that in big numbers back then. You could probably build a better communications strategy. But I had some really good, strong women in my life. So, I learned a lot from these ladies.

Compliance 154

Compliance Clients Wealth Management Management 154