Indigo Marketing Agency
FEBRUARY 27, 2020
The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. Investors are understandably nervous about their money and their health. But as a financial advisor, how should you communicate with your clients about the uncertainty? Never let a good crisis go to waste, or in this case, a dip in the stock market.
Brown Advisory
FEBRUARY 6, 2020
2019 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 02/06/2020 - 08:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2019.
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Indigo Marketing Agency
FEBRUARY 12, 2020
Are you struggling to figure out who you serve best and the type of clients you want to target with your marketing? Do you need help identifying a viable target market and creating a message that resonates with that group? This new webinar is the answer to the question I get all the time from advisors, which is: How do I figure out the best niche for my firm?
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. . But the right technology has the opposite effect. The right technology empowers your clients to take control of their financial lives; makes them excited to get in touch with you; and keeps a steady stream of relevant content in
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
Indigo Marketing Agency
FEBRUARY 10, 2020
Before you spend a lot of time and money on your marketing, it’s important to first figure out exactly who you want to reach and the message that will resonate best with those people. Many of the advisors I speak with are stuck, not knowing how to embrace a specialty or focus their marketing message. Luckily, there’s a fantastic new book that can help.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Indigo Marketing Agency
FEBRUARY 5, 2020
You may be using a tool like Google Analytics to track the traffic to your website. But the problem is that your website only tells part of your overall marketing story. It’s important to track a wide overview of your marketing activities and pay attention to them at least on a monthly basis. Here are the most important metrics we recommend tracking to review: How much traffic is coming to your website?
Brown Advisory
FEBRUARY 6, 2020
2019 Impact Report: Large-Cap Sustainable Growth Strategy. ajackson. Thu, 02/06/2020 - 08:15. A Letter of Introduction From The Portfolio Managers. . At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2019.
Brown Advisory
FEBRUARY 3, 2020
2019 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Mon, 02/03/2020 - 08:01 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.
Brown Advisory
FEBRUARY 3, 2020
2019 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 02/03/2020 - 08:02 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Brown Advisory
FEBRUARY 3, 2020
2019 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. ajackson. Mon, 02/03/2020 - 08:01. A Letter of Introduction From The Portfolio Managers. . At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.
Brown Advisory
FEBRUARY 3, 2020
2019 Impact Report: Sustainable Core Fixed Income Strategy. ajackson. Mon, 02/03/2020 - 08:02. A Letter of Introduction From The Portfolio Managers. . At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.
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