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?” Like most things in life, there’s no definitive answer. . A recent Morningstar study shows that 36.6% of clients prefer monthly emails, while 30% prefer weekly emails. (1). I personally recommend emailing your list at least once per month, but no more than once per week.

Financial Advisor 59

Financial Advisor Clients Media Advertising 59

Brown Advisory

MARCH 14, 2021

Choosing Performance and Purpose: Ted Seides interviews Karina Funk jharrison Mon, 03/15/2021 - 00:00 In this podcast for the iConnections IWD Conference , Ted Seides of Capital Allocators interviews Portfolio Manager and Chair of Sustainable Investing, Karina Funk. They discuss why she came to be an investor, her approach to investing and how she challenges the notion that sustainable investing is a niche.

Portfolio Management 52

Portfolio Management Investing Investments Clients 52

Brown Advisory

MARCH 14, 2021

Choosing Performance and Purpose: Ted Seides interviews Karina Funk. jharrison. Mon, 03/15/2021 - 00:00. In this podcast for the iConnections IWD Conference , Ted Seides of Capital Allocators interviews Portfolio Manager and Chair of Sustainable Investing, Karina Funk. They discuss why she came to be an investor, her approach to investing and how she challenges the notion that sustainable investing is a niche.

Portfolio Management 52

Portfolio Management Investing Investments Clients 52