Indigo Marketing Agency
JANUARY 27, 2020
Today, I want to share my top tips for marketing for insurance agents in 2020. We’ll review the most common questions agents have about their marketing and discuss the most important actions they should take this year. As the owner of a small insurance agency, you’re pulled in every direction. One minute you’re balancing the books and the next you’re juggling sales and client services.
Midstream Marketing
JANUARY 21, 2020
How to make this service work best for your firm. As someone who has been tasked with helping independent financial advisors, RIAs and other financial professionals deliver predictable, quality leads over the last decade, I often find that most of these pros ultimately have the exact same goal when it comes to their online presence. At the end of the day, they just want to be able to generate more leads—either because they want to secure a better future for their firm or because they simply want
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Brown Advisory
JANUARY 17, 2020
Performance, Alignment, Journeys ajackson Fri, 01/17/2020 - 07:33 CIO of Sustainable Investing Erika Pagel Interviewed at Davos 2020 Brown Advisory chief investment officer of sustainable investing Erika Pagel was recently interviewed by journalist Andrew Wilson in Davos ahead of the World Economic Forum. Erika spoke about the firm’s sustainable investing practice, which has a long history of helping individuals, families, endowments and foundations invest in a way that aligns with their mission
Brown Advisory
JANUARY 17, 2020
Performance, Alignment, Journeys. ajackson. Fri, 01/17/2020 - 07:33. CIO of Sustainable Investing Erika Pagel Interviewed at Davos 2020. Brown Advisory chief investment officer of sustainable investing Erika Pagel was recently interviewed by journalist Andrew Wilson in Davos ahead of the World Economic Forum. Erika spoke about the firm’s sustainable investing practice, which has a long history of helping individuals, families, endowments and foundations invest in a way that aligns with their mis
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
Midstream Marketing
JANUARY 5, 2020
Speaking as someone who has spent hundreds of hours helping financial advisors generate reliable, qualified leads over the years, I understand first-hand what an important goal this is for many people. I also understand that there’s no “one right way” in which to do it – every business is unique and you need the type of strategy that will play directly into that fact, broadcasting exactly what it is that makes you unique to the widest possible audience.
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.” None of your efforts exist in a vacuum – everything you’re doing, regardless of how small it may initially seem, all needs to come together to help you better focus on that ultimate goal.
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