Indigo Marketing Agency

SEPTEMBER 6, 2022

The same is true for financial advice. So now that the new testimonial rule has officially gone into effect, the way financial advisors can market their services has been completely revolutionized. . So how do you effectively use the new testimonial rule in your marketing without running into compliance issues?

Marketing 97

Marketing Marketing Financial Advisor Compliance 97

Indigo Marketing Agency

MAY 4, 2022

This completely revolutionizes the way financial advisors can market their services. But as an advisor, how do you effectively use the new testimonial rule in your marketing without running into compliance issues? The same is true for financial advice. That’s where we come in. Need a Testimonial Rule Refresher?

Compliance 52

Compliance Clients Financial Advisor Accounting 52

Indigo Marketing Agency

MAY 5, 2020

And I work with 165 top independent financial advisor clients, where we do their marketing for them. And we do everything from run their website, create their content, help them create webinars, do all of their social media postings. And they’re going to need financial advice and guidance as to whether annuitize or a lump sum.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Indigo Marketing Agency

DECEMBER 30, 2021

This completely revolutionizes the way financial advisors can market their services. But as an advisor, how do you effectively use the new testimonial rule in your marketing without running into compliance issues? The same is true for financial advice. That’s where we come in. Need a Testimonial Rule Refresher?

Financial Advisor 52

Financial Advisor Compliance Clients Accounting 52

AdvisorPR

MAY 13, 2020

Our Digital Storefront Policy works to ensure that you can continue having access to a qualified financial advisor to discuss, strategize and execute on important and timely financial decisions that need to be made. Fund withdrawal and deposits can be initiated by contacting SERVICE TEAM EMAIL or visiting custodian URL.

Communication 52

Communication Accounting Financial Advice Clients 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The industry is typically about the implementation aspect of financial advice not educating and empowering the client.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52