Indigo Marketing Agency

JUNE 20, 2020

Grow Your Email List (Export Your Contacts From Outlook Or Gmail & Import To Mailchimp). If you use Gmail, follow these steps to export your contact list as a CSV file. Click the Manage Audience drop-down menu and select Import Contacts. . Organize your contacts by creating a tag for them. Here’s how to do that: .

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

SEI

NOVEMBER 21, 2023

We're glad you connected with us.

52

52

Indigo Marketing Agency

JUNE 21, 2020

While you’re working from home, upload your contact lists to LinkedIn as an easy step to supercharge your marketing. . All you need is an exported contact list from your CRM, email marketing platform, or a spreadsheet of clients and prospects you created yourself. Browse for your contact list and click Upload. .

Financial Advisor 52

Financial Advisor Clients Accounting Marketing 52

Nerd's Eye View

MARCH 11, 2024

One way to do this is to invite the client to a Dedicated Introduction Meeting (DIM) where the advisor and client can review the client's personal or professional networks and pinpoint contacts who might align with the advisor's firm and benefit from working with the advisor.

Clients 238

Clients Media Accounting Management 238

Nerd's Eye View

MARCH 11, 2024

One way to do this is to invite the client to a Dedicated Introduction Meeting (DIM) where the advisor and client can review the client's personal or professional networks and pinpoint contacts who might align with the advisor's firm and benefit from working with the advisor.

Clients 233

Clients Media Accounting Management 233

Carson Wealth

APRIL 4, 2024

If you do suspect your parents have fallen victim to scammers, contact their financial institutions right away. Many financial institutions are asking for trusted contacts to help manage their relationship with customers. It’s important to think about having a support system in place for your parents as well as for yourself.

Management 137

Management Healthcare Medical Estate Planning 137

Calculated Risk

APRIL 17, 2024

Contacts reported slight increases in nonfinancial services activity, on average, and bank lending was roughly flat overall. The economic outlook among contacts was cautiously optimistic, on balance. Tourism activity increased modestly, on average, but reports varied widely.

Economics 105

Economics Manufacturing Sales Banking 105

The Big Picture

FEBRUARY 17, 2023

Spots are limited, so if you want in, please contact us ASAP. Advisors who want to learn about a career with one of the fastest growing, most dynamic, and fun places to work in the Advisory business, please contact us. Chicago, here we come!

Wealth Management 150

Wealth Management Financial Planning Taxes Assets 150

Calculated Risk

MARCH 6, 2024

Ongoing shipping disruptions in the Red Sea and Panama Canal did not generally have a notable impact on businesses during the reporting period, although some contacts reported rising pressures on international shipping costs. Nevertheless, delivery delays for electrical components continued.

Economics 111

Economics Manufacturing Insurance Engineering 111

The Irrelevant Investor

DECEMBER 28, 2023

On today’s show, we discuss: CRWD performance in 2023 Tech stock volatility post-pandemic Tech spending in 2024 CrowdStrike’s latest earnings results AI and generative AI in 2024 and beyond Listen here: Charts: Contact us at askthecompoundshow@gmail.com with any feedback, recommend. The post The Compound and Friends: Surprise!

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Calculated Risk

JANUARY 17, 2024

Several Districts noted increased leisure travel, and a tourism contact described New York City as bustling. Contacts from nearly all Districts reported decreases in manufacturing activity. Six Districts noted that their contacts had reported slight or modest price increases, and two noted moderate increases.

Economics 101

Economics eCommerce Manufacturing Sales 101

Wealth Management

NOVEMBER 10, 2023

AllianceBernstein is offering funding to lenders — enabling the banks to keep their most prestigious clients sweet — in return for a cut of the fees and access to their client contact books.

Banking 105

Banking Clients 105

Nerd's Eye View

APRIL 17, 2023

Importantly, asking a client for referrals won't guarantee that the referral will actually contact the advisor. For instance, research has found that while 25% to 35% of financial planning clients make referrals, advisors only meet referrals from 3% to 5% of their client base.

Financial Planning 215

Financial Planning Clients Planning Marketing 215

Accounting for Good

APRIL 10, 2024

Contact us today for | AFG NFPs require specialist accounting services with a firm focusing only on the NFP sector. Accounting For Good is that firm.

Accounting 52

Accounting 52

Nerd's Eye View

APRIL 17, 2024

And while all may appear well on the surface – the client rarely contacts the advisor with problems but they show up for every annual meeting – they may actually be feeling quite disengaged with the financial planning services being provided. Onboarding! Compliance!),

Clients 198

Clients Financial Planning Compliance Planning 198

Million Dollar Round Table (MDRT)

FEBRUARY 20, 2024

By Jack Stone, Cert PFS When I joined this profession, I was told to prepare a list of names to contact as prospects, and my friends and family should be on the list. Even as I became more successful, I continued to look for new people who fit my client profile while not contacting those closest to me.

Insurance 78

Insurance Clients Sales 78

Indigo Marketing Agency

APRIL 28, 2023

Here are my tips for growing your email list, as well as two videos to show how to add people to your email list in both Constant Contact and MailChimp! We uploaded the business contacts and personal contacts for one of our advisors and did a simple A/B test. Who should you add? Want to Upload More People to Your Email List?

Engineering 98

Engineering Retirement Numbers Marketing 98

The Irrelevant Investor

SEPTEMBER 14, 2023

On today’s show, we discuss: Listen here: Charts: Research Affiliates: Twitter Contact us at askthecompoundshow@gmail.com with any feedback, recommendations, or questions. Today’s Compound and Friends is brought to you by Kraneshares: See here for more information on Kraneshares latest ETF launch with Rockefeller Asset Management.

Marketing 90

Marketing Marketing Assets Management 90

Nerd's Eye View

OCTOBER 20, 2023

Also in industry news this week: The latest update on the status of the Department of Labor's proposed regulation related to fiduciary advice on retirement accounts and why the agency is referring to it as a "retirement security rule" rather than a "fiduciary rule" A report suggests that RIA M&A surged in the 3rd quarter, as large acquirers resumed (..)

Financial Planner 213

Financial Planner Retirement Planning Retirement Healthcare 213

Accounting for Good

FEBRUARY 19, 2024

Contact Us Today | AFG Getting onboard with Accounting For Good improves your day to day processes and ensures high-performance support.

Accounting 52

Accounting 52

The Irrelevant Investor

JANUARY 4, 2024

The post The Compound and Friends: How To Find the Biggest Winners appeared first on The Irrelevant Investor.

Accounting 97

Accounting Marketing Marketing 97

Accounting for Good

JANUARY 29, 2024

Contact us today | AFG Accounting For Good’s training and support services reach all levels of your organisation. Experts in Xero implementation.

Accounting 52

Accounting 52

Accounting for Good

JANUARY 29, 2024

Contact Us Today | AFG Accounting For Good’s training and support services reach all levels of your organisation. Experts in Xero implementation.

Accounting 52

Accounting 52

Wealth Management

MARCH 24, 2023

Taub in New York state court, alleging he was contacting former clients in violation of a 12-month non-solicitation agreement Citi sued Steven I.

Clients 90

Clients 90

Calculated Risk

JULY 12, 2023

Tourism and travel activity was robust, and hospitality contacts expected a busy summer season. Transportation activity was down or flat in most Districts that reported on it, as some contacts reported reduced demand due to high inventory levels and others noted continued challenges from labor shortages. Energy activity decreased.

Economics 52

Economics Transportation Retail Manufacturing 52

Million Dollar Round Table (MDRT)

APRIL 25, 2024

Clients who work with a financial advisor have a local point of contact. This is measured vs. a model specific to the client’s risk tolerance. How will clients get service when it’s needed? If they are not around, their assistant should be available. When a client calls with a problem, you and your team are there to resolve it.

Risk Tolerance 59

Risk Tolerance Financial Advisor Asset Allocation Advertising 59

Carson Wealth

OCTOBER 17, 2023

Contact us to speak with a financial advisor. Carson Groups’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in the rest of 2023. The post 2023 Highlights: Q4 Update appeared first on Carson Wealth.

Financial Advisor 64

Financial Advisor Marketing Marketing Investing 64

Million Dollar Round Table (MDRT)

APRIL 11, 2023

I will then contact this person, tell them that they’ve been nominated as an emergency contact and start conversing with them. . — Peter Jason Byrne , Coorparoo, Queensland, Australia, 15-year MDRT member 2. Referral source I ask my clients, “Who would be the first person you’d call if an emergency happened to you?”

Clients 82

Clients Insurance Financial Advisor Sales 82

Wealth Management

NOVEMBER 23, 2022

How many times did you proactively ask a social contact to have a business conversation with you?

108

108

Abnormal Returns

APRIL 17, 2023

kitces.com) A trusted contact is not sufficient to prevent elder financial abuse. (financial-planning.com) Why do people 'break up' with their financial advisers? It's usually not investment performance. morningstar.com) A real-world assessment of Monte Carlo retirement simulations in the real world.

Financial Advising 130

Financial Advising Compliance Retirement Planning 130

Million Dollar Round Table (MDRT)

MARCH 3, 2024

Online reviews We get our clients to complete their own information reviews online, and we’re informed of any changes and request contact/visit as required. Here are a few processes you may want to consider that MDRT members say work well for them. This has freed up more time to focus on new clients and our own growth.

Compliance 77

Compliance Financial Advisor Clients Management 77

Good Financial Cents

MAY 11, 2023

This officer serves as a contact point for users who have concerns about their experiences on the platform and are unable to report them through other channels. Scammers pose as friends or contacts and request the verification code sent to the victim’s phone number, claiming they mistakenly entered the wrong number.

Numbers 85

Numbers Education Accounting Communication 85

The Irrelevant Investor

OCTOBER 19, 2023

Follow us on Inst. The post The Compound and Friends: Entering Year Two of the Bull Market with Tom Lee appeared first on The Irrelevant Investor.

Marketing 77

Marketing Marketing 77

Nerd's Eye View

NOVEMBER 13, 2023

However, advisors can significantly reduce these negative effects of meeting virtually by optimizing the setup of their office environment and meeting structure.

Clients 224

Clients Financial Planning Planning Communication 224

Calculated Risk

OCTOBER 18, 2023

Banking contacts reported slight to modest declines in loan demand. Manufacturing activity was mixed, although contacts across multiple Districts noted an improving outlook for the sector. Consumer spending was mixed, especially among general retailers and auto dealers, due to differences in prices and product offerings.

Economics 60

Economics Retail Manufacturing Banking 60

The Irrelevant Investor

OCTOBER 26, 2023

How economists got it wrong for 3 years Listen here: Charts: Recommendations: Same As Ever Rick Brink: LinkedIn Contact us at askthecompoundshow@gmail.com with any fee. On today’s show, we discuss: New normal or no normal? The post The Compound and Friends: The Trillion Dollar Question appeared first on The Irrelevant Investor.

Accounting 68

Accounting 68

Wealth Management

JULY 28, 2022

This time, even clients said they have "had enough" of a former broker contacting them to join him at Ameriprise.

Clients 103

Clients 103