AdvicePay

MAY 22, 2024

Earlier this year, we released our 2024 Fee-for-Service Industry Trend Report , showcasing data from over 380,000 fee-for-service financial planning transactions processed through our platform in 2023. We are excited to share some of the top questions from the webinar.

Financial Planning 82

Financial Planning Compliance Planning Management 82

AdvicePay

JUNE 22, 2022

Powered by innovative technologies, the financial planning business model is rapidly evolving into a sustainable fee-based revenue stream. The financial services enterprise companies that have already empowered their advisors to implement the latest approaches demonstrate powerful growth and are driving incremental revenues to scale.

Compliance 59

Compliance Financial Planning Financial Services Planning 59

Indigo Marketing Agency

SEPTEMBER 6, 2022

We’re happy to announce that Indigo Marketing Agency was featured in Bob Veres’s August 2022 issue of Inside Information , a go-to resource for financial planning, financial advisor, and investment advisor professionals. Watch Our Webinars About the Testimonial Program. That’s where we come in. .

Marketing 97

Marketing Marketing Financial Advisor Compliance 97

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. Also very attractive from a financial planning perspective and a net new asset gathering perspective.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Indigo Marketing Agency

DECEMBER 18, 2019

That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. . But which marketing companies for financial advisors will help you grow your assets under management (AUM) and which are a waste of money? Twenty Over Ten is a website platform built for the modern financial advisor.

Financial Advisor 52

Financial Advisor Compliance Marketing Marketing 52

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. . Financial Planning Software: eMoney or MoneyGuidePro.

Financial Advisor 52

Financial Advisor Financial Planning Clients Planning 52

Indigo Marketing Agency

JANUARY 25, 2022

Remind clients that you’ve built their financial plan and investment strategy for the long term, with short-term volatility in mind. While a correction can be upsetting, there’s no reason to deviate from their long-term financial plan. Be sure to get it approved by compliance before sending.

Communication 52

Communication Clients Marketing Marketing 52