Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

OCTOBER 13, 2021

How much money have you wasted on marketing tactics that promised good results and never delivered? Whenever I talk to financial advisors who are frustrated with their marketing, almost all of them have one thing in common: they don’t have a strong marketing foundation.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

FMG

MARCH 20, 2024

There is no doubt that a faster response equates to more leads. So, exactly how do you go about having the “perfect” live chat function on your website, and what can you gain from providing this feature? No longer do visitors have to sit there for 20 minutes or more and wait for a response that just says to call instead.

eCommerce 52

eCommerce Financial Planner CFP Management 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

FMG

FEBRUARY 2, 2023

The days of cold calling and outbound marketing techniques are coming to a close as inbound marketing has become the way of the future. When it comes to driving more leads to your advisor website, however, how do you do this? 7 Ways to Generate Leads 1. Here are ways that you can define your UVP.

Media 52

Media Financial Planning Retirement Clients 52

Indigo Marketing Agency

MAY 12, 2023

Have you ever wished for a start-to-finish marketing service that actually works? Well, those are just a few of the benefits you’ll get with our personalized marketing solutions. Well, those are just a few of the benefits you’ll get with our personalized marketing solutions.

Clients 52

Clients Media Accounting Financial Advisor 52

FMG

SEPTEMBER 29, 2023

When trying to stand out from the competition as an advisor, there are different approaches you can take to set yourself apart. In our digital marketing survey from 2019, we found that roughly 50% of advisors who reported receiving 6-10 or 11+ or more clients per year included an “As Seen On” section on their site.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Indigo Marketing Agency

OCTOBER 9, 2023

Your financial advisor and wealth management firm website is one of your biggest assets in your digital marketing toolkit. But the reality is, for most advisors, a website is just a pretty flyer on the internet that doesn’t really drive results. 0:47 And if that’s you, that’s totally okay.

Financial Advisor 52

Financial Advisor Clients Wealth Management Engineering 52

Midstream Marketing

JANUARY 14, 2021

Some advisors insist they generate only low-quality leads from Facebook. With the right approach, Facebook marketing can be incredibly effective for financial services businesses in particular. A few subtle changes here and there can easily add up. You know where they live and how old they are.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional.

Financial Planning 95

Financial Planning Clients Planning Education 95

WiserAdvisor

OCTOBER 5, 2023

In today’s rapidly evolving digital landscape, the intersection of artificial intelligence (AI) and personal finance has sparked a compelling discussion. Among this group, 57% express their willingness to use AI for financial purposes if it promises to resolve their monetary challenges.

Management 59

Management Financial Advice Financial Advisor Risk Tolerance 59

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.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

Harness Wealth

AUGUST 17, 2023

In this guide, we’ll dive into all these vital aspects, and outline how Harness Tax can further facilitate your growth and marketing efforts. Table of Contents Understanding Client Ownership and Ethics Can You Take Clients With You When Leaving a Tax Firm? Can You Take Clients With You When Leaving a Tax Firm?

Taxes 52

Taxes Clients Ethics Accounting 52

Indigo Marketing Agency

MARCH 18, 2021

Many financial advisors who are just getting started with their digital marketing often ask, “How often should I email my network?” At Indigo Marketing Agency, we typically send out emails once per month for financial advisors. Email is the most powerful marketing strategy you can use.

Financial Advisor 59

Financial Advisor Clients Media Advertising 59

WiserAdvisor

FEBRUARY 14, 2024

In today’s times, financial stability is a universal goal. You can also consider unique investment ideas that align with your interests and goals. A financial advisor can help you identify hobbies that can be turned into wealth-creating avenues. The booming sneaker resale market has created a niche.

Investing 59

Investing Investments Retail Banking 59

Tucker Advisors

OCTOBER 18, 2021

How to Get Qualified Leads from Facebook. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Using Facebook for Qualified Leads. As a financial advisor, you are likely always hearing about how you need a presence on social media. Table of Contents .

Advertising 52

Advertising Media Retirement Financial Advisor 52

Midstream Marketing

DECEMBER 19, 2020

I’ve seen the financial services industry change in a lot of ways over the course of my career, but few things compare to the rapid-fire evolution I’ve seen take place over the last few months since the beginning of the global COVID-19 pandemic. Do Facebook Ads Really Work for Financial Advisors?

Financial Advisor 52

Financial Advisor Advertising Financial Services Media 52

Good Financial Cents

MARCH 6, 2023

In this article, I’ll explain how residual pay works and share 14 residual income ideas that will allow you to earn money while you sleep (once you’ve put in some hard work!) Invest In the Stock Market 2. Sell Digital Products Online 8. Invest In the Stock Market Did you know? Real Estate Investing 3.

Investing 102

Investing Investments Risk Tolerance Sales 102

Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. While we are worried about public health and the economy, there isn’t much we can do to help. 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.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Tucker Advisors

JUNE 28, 2021

How to Track Your Direct Mail Campaign Digitally. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. “What gets measured gets improved” How to track direct mail. ” He understood that for something to get better, first, you needed to know how it was doing.

Numbers 52

Numbers Financial Advisor Sales Media 52

Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. 4: Digital Real Estate. #5: 6: Traditional Stock Market Investing. #7: 8: Digital Products . #9: 1: Dividend Paying Stocks.

Assets 92

Assets Accounting Investing Investments 92

Sara Grillo

APRIL 10, 2023

and you can bet that this is going to be a live one! I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” So please subscribe! All value is relative.

Investing 52

Investing Investments CFP Financial Advisor 52

Indigo Marketing Agency

AUGUST 11, 2020

Webinars for financial advisors are a great way to secure high conversion rates. After doing dozens of webinars myself and creating countless webinars for financial advisors, I’ve come to realize one thing. Two Webinars Every Financial Advisor Should Create. So you’ve decided to create a webinar.

Financial Advisor 52

Financial Advisor Clients Planning Retirement Planning 52

Tucker Advisors

NOVEMBER 11, 2021

How to Grow on Twitter as a Financial Advisor. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Today we will show you how to grow on Twitter as a financial advisor. Before we dive in, we want to explain how this can inform and grow your financial advisory practice.

Financial Advisor 52

Financial Advisor Accounting Financial Advice Media 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. . Interested in learning more?

Financial Advisor 52

Financial Advisor Financial Planning Clients Planning 52

The Big Picture

OCTOBER 24, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. So BLS economist, how did that happen? So BLS economist, how did that happen?

Portfolio 130

Portfolio Management Assets Investing 130

Good Financial Cents

JANUARY 2, 2023

You can only work so many hours per day, so if you want to build wealth, you will need to make money while you sleep. For this to happen, you must find ways to generate passive income. Unfortunately, earning passive income can seem overwhelming as it often requires a lot of money or effort upfront to see any returns. HappyNest.

Accounting 91

Accounting Commission Investing Investments 91

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. We have seen these factor risks play out many times. Source: Bloomberg.

Investing 52

Investing Investments Portfolio Accounting 52

Indigo Marketing Agency

APRIL 16, 2020

In marketing, we hear a lot about social media, YouTube, Instagram, and Facebook ads. Marketing companies may try to sell you on fancy marketing funnels or new secrets. But really, how do we know what’s the most important marketing strategy for financial advisors?

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Sara Grillo

MARCH 13, 2023

I wanted to have this talk because a lot of advisors just look at ETFs as well, kinda just there. What exactly is a spot bitcoin ETF and how is it different from a futures bitcoin ETF? I am a CFA® charterholder and financial advisor marketing consultant. Are we in a market regime shift?

Financial Advisor 59

Financial Advisor Assets Management License 59

Good Financial Cents

APRIL 14, 2023

I know this because I’ve personally witnessed how making an extra $100, $500, or $1,000 per month has positively impacted hundreds of families. I’ve purposely made this list to include strategies that can work for people with all kinds of skills and talents. Click below to see how much you could save! Flea Market Flipping 14.

Communication 90

Communication Investing Investments Accounting 90

FMG

APRIL 6, 2023

Most advisors use marketing for lead generation and capture to grow their client base. But there has been a recent shift, as family offices begin to incorporate similar marketing strategies to standard wealth management firms. We look at Google for everything else.

Marketing 52

Marketing Marketing Clients Media 52

Brown Advisory

MARCH 27, 2023

money that can be withdrawn at any time and without notice) and simultaneously creates a portfolio of assets by lending out a majority of those customer deposits in the form of loans. This is how banks generate revenue. If they can be sold quickly, it’s typically at a discount, placing further pressure on the asset base.

Banking 90

Banking Economics Insurance Assets 90

Midstream Marketing

JANUARY 28, 2020

When you’ve spent just under a decade and hundreds upon hundreds of hours generating more leads on behalf of financial advisors everywhere as I have, you find yourself in a better position to see individual techniques through the lens of the “bigger picture.” Generating qualified leads is one thing.

Financial Advisor 52

Financial Advisor Certified Financial Planner Sales Financial Planner 52

Indigo Marketing Agency

OCTOBER 25, 2019

Embracing a Niche As a Financial Advisor. We know that embracing a specialty is the most critical decision you can make in your marketing. But where should you start developing a niche as a financial advisor? How he uses niche marketing to reach his ideal clients. Transcription.

Financial Advisor 59

Financial Advisor Clients Engineering Marketing 59

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. The question is, how do you best take advantage of this situation? About Your Presenter.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

FMG

JANUARY 3, 2023

We hope that everyone has had a great start to 2023, and to kick the year out right we rounded up five of our top marketing articles for the week, including SEO tips, how to optimize your existing content to rank higher, using social media to build an online presence and more. . Unsure of how you can be successful?

Media 52

Media Financial Advice Engineering Clients 52