Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. Trust is the foundation of a successful financial planning practice.

Financial Planner

The Big Picture

APRIL 8, 2025

And when I arrived at Merrill Lynch, it was really my first exposure to really entrepreneurial, extremely talented and aggressive financial advisors who were operating with what we in the industry call an open architecture platform, right? Can we give every single one of your employees a free financial plan?

Asset Allocation

Wealth Management

JULY 11, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock portfolio sectors model portfolios Investing Strategies RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5%

Estate Planning

Wealth Management

AUGUST 13, 2025

Buying shares of firms that have the financial wherewithal to withstand a slowing economy and the threat of margin compression from tariffs could limit downside exposure if the S&P 500’s run begins to falter.

Wealth Management

Dear Mr. Market

NOVEMBER 22, 2024

Dear Mr. Market: Normally we write you letters about the markets or the economy…but what’s all that worth if your assets are not protected or properly positioned for what you intended them to do? The following article is penned by a guest author and Long Beach estate planner, Curtis Kaiser.

Estate Planning

Wealth Management

JULY 18, 2025

By merging trusts, a trustee may achieve economies of scale in investments and administration. For an overview of the steps to take for a successful trust merger, see “Checklist for a Trust Merger,” pp. Why Merge Trusts? Maintaining multiple trusts for the same beneficiary can become inefficient and expensive over time. For example, a larg.

Fiduciary Duty

Yardley Wealth Management

NOVEMBER 26, 2024

Take advantage of any available resources to minimize out-of-pocket costs and maximize your financial stability during maternity leave. Create a Financial Plan Creating a comprehensive financial plan is essential for maximizing maternity leave benefits and ensuring that you’re able to cover your expenses while on leave.

Financial Planning

Wealth Management

JUNE 11, 2025

Women-owned businesses are a powerful engine in our economy. Soldano June 11, 2025 3 Min Read The power of women-owned businesses is growing, and it’s getting noticed on Capitol Hill. According to a recent Wells Fargo women-owned businesses study, the statistics are impressive. enterprises and generate $2.7 trillion in revenue annually.

Wealth Management

Wealth Management

JUNE 12, 2025

Lynn O'Shaughnessy , Columnist: College Planning June 12, 2025 4 Min Read 12875116/iStock/Getty Images Plus When I took on this task years ago, it was challenging to figure out the itinerary for a 12-day trip that included nine private liberal arts colleges in Massachusetts, New York and Pennsylvania. the system is rigged.

Wealth Management

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

Financial Advisor

Integrity Financial Planning

SEPTEMBER 26, 2022

There is no simple fix for getting ready for a rocky economy – what is right for you may vary based on your unique financial situation, goals, and retirement timelines. We might see sustained inflation, more market volatility, and an overall tighter economy. Why Meet with a Financial Advisor?

Financial Advisor

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication

Integrity Financial Planning

JULY 28, 2022

How should your financial plan be revised over time? Financial uncertainty in the market is giving a lot of people a lot of anxiety. You’ve got to focus more on your particular situation as opposed to the big picture of the country, the economy, or whatever because you can’t do anything about a lot of things.

Financial Planning

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. The record-high credit card debt presents a significant challenge for both individuals and the economy.

Financial Planning

Nerd's Eye View

SEPTEMBER 28, 2022

Welcome back to the 300th episode of the Financial Advisor Success Podcast ! Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households. Read More.

Executive Compensation

International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor

Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. To understand how it may apply to you so you can achieve your long-term goals, turn to your team and your trusted financial advisors.

Investments

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. The record-high credit card debt presents a significant challenge for both individuals and the economy.

Financial Planning

Walkner Condon Financial Advisors

JANUARY 30, 2024

One definition , according to a speech delivered by Tom Barkin, the President of the Federal Reserve Bank of Richmond, is “where inflation completes its journey back to normal levels while the economy stays healthy”. One might then wonder 1) what are normal inflation levels and 2) what defines a healthy economy. during this period.

Economy

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

The Irrelevant Investor

MARCH 11, 2021

And "How do I become a financial advisor?" The people at this agency held themselves out as financial planners. If you're trying to become a financial advisor, you're going to need a little bit of luck too. When the economy reopens, I would walk into one and see what roles are available. One more idea.

Financial Advisor

Indigo Marketing Agency

MARCH 14, 2023

As a financial advisor, it’s crucial to effectively communicate this event to your clients to help them understand the potential impact it may have on their investments and overall financial well-being. Offer solutions: As a financial advisor, it’s your job to help your clients navigate difficult financial situations.

Communication

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. We’re going to talk about how to market during a crisis for financial advisors.

Financial Advisor

Integrity Financial Planning

JULY 3, 2023

Interest rates already increased in the past year due to inflation-fighting Federal Reserve monetary policies, but a default would cause them to go even higher due to falling credit ratings and the global lack of confidence in the stability of the US economy. 5] How Can You Prepare for Such an Occurrence?

Government

Integrity Financial Planning

JUNE 7, 2023

Diversification means spreading your investments across different asset classes and industries, such as stocks, bonds, and real estate in different sectors of the economy. Fees are sometimes essential to recieving high-quality financial advice, but high fees can also eat away at your returns over time.

Risk Tolerance

Yardley Wealth Management

DECEMBER 23, 2022

The post The Stock Market is Not the Economy appeared first on Yardley Wealth Management, LLC. The Stock Market is Not the Economy. I think that the economy and the stock market always diverge, and the stock market is way more volatile than the economy. They are not the same thing.

Economy

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor

Zoe Financial

JANUARY 17, 2024

Zoe Wins NerdWallet’s 2024 Best-Of Awards For Best Online Financial Advisor Published January 17th, 2024 Reading Time: 2 minutes Written by: Zoe Team Three in a row! Zoe Financial is NerdWallet’s 2024 Best-Of Awards winner for Best Online Financial Advisor*.

Financial Advisor

Integrity Financial Planning

JULY 24, 2023

If you are looking for someone to guide you through the process of retirement planning, consider reaching out to one of our financial advisors today for a complimentary review of your finances. appeared first on Integrity Financial Planning, Inc.

Retirement Planning

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

As advisors we have seen the data sliced and diced in study after study and over various time periods that show how difficult it is to time the market. However, clients typically aren’t spending their time reading these articles and reports nor are they studying long term trends of the market and economy. That’s why they hire us.

Marketing

Zoe Financial

AUGUST 22, 2023

economy losing some steam. China had some alarming news that might impact the global economy. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Small caps are underperforming the broader market. Concerns around the U.S

Marketing

BlueMind

SEPTEMBER 11, 2022

Only by assessing both can you possibly create a financial plan to achieve the objective that you and your client mutually come up with. It is your duty as a financial advisor to determine where your client’s portfolio stands currently and the amount of risk it can bear. However, risk capacity is a numbers game.

Risk Tolerance

Integrity Financial Planning

MAY 4, 2022

With inflation soaring, the Fed is planning to make aggressive moves to slow the economy with rate hikes. If the Fed is being aggressive, how aggressive should the retirement saver be with their plan? A good financial advisor will walk you through the projections and help you understand if you are really ready to retire or not.

Planning

Good Financial Cents

DECEMBER 14, 2022

As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Personal Financial Advisor.

Budgeting

Zoe Financial

MAY 14, 2023

The Federal Reserve is in restrictive territory (trying to slow down the economy). April retails sales and expected earnings from a couple “proxies” for the economy. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Marketing

Zoe Financial

DECEMBER 16, 2022

On Tuesday, we have November housing starts and new and existing home sales out Real estate and housing are really important indicators for the overall economy. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. . Recent Blogs.

Marketing