Indigo Marketing Agency

JANUARY 4, 2022

Join me in this quick video where I discuss 8 of the 12 top pages: Does your company have top-performing website pages? What makes a good financial advisor website? We’ve worked with thousands of advisors across the country. And after analyzing data for our 30 top-performing websites, we discovered each advisor had 12 web pages in common. Today, we’ll go over each of those web pages, why they’re so important for conversion rates, and show you A+ examples of each. 1.

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Advisor Websites

JANUARY 7, 2022

As a Financial Advisor, your digital marketing strategy is one of the most useful tools in generating new leads for your business. However, it can be difficult to figure out which mediums and tactics are most beneficial for your specific business needs, and are worth investing your time and money into.

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AdvicePay

JANUARY 6, 2022

It’s hard to believe that we are waving goodbye to 2021 and entering a new year! As a final send-off, we’ve compiled our top 10 most-read blogs of 2021. It’s a great way to reflect on the year, and also gives you a chance to peruse any articles you may have missed along the way.

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ClearMoney

JANUARY 4, 2022

The following is provided by Dimensional Fund Advisors. It was a year of uncertainty and anticipation, of hopes for a return to a degree of normalcy following the onset of the COVID-19 pandemic in 2020. And it was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go—as well as the enduring benefits of diversification and flexibility.

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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.

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Gen Y Planning

JANUARY 5, 2022

It’s a new year, and with it comes many hopeful resolutions. . We’re used to seeing several common new year ambitions like adopting a healthy lifestyle, spending more time with family and friends, and learning a new skill. Increased financial wellness is also at the top of many people’s lofty beginning-of-the-year plans. . But don’t worry; this isn’t a blog about creating a financial New Year’s resolution (we don’t want to set you up to fail).

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Indigo Marketing Agency

JANUARY 3, 2022

Drumroll, please…. I’m excited to introduce you to our biggest , most requested webinar of the year: How to Create Your 2022 Marketing Plan (& Grow Your AUM by 25%) ! Register Here After working with thousands of independent financial advisors , we’ve really cracked the code on what works to help advisors get new clients. And that’s exactly what I go over in this time-sensitive, information-packed webinar.

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Investing Caffeine

JANUARY 3, 2022

I n the face of an incredibly scary global pandemic, the stock market completed a phenomenal year (S&P 500 rocketed +27%) closing at a new all-time monthly record high, after also posting incredible results in 2020 (+16%) and 2019 (+29%). Naturally, the follow-on question I get most is, “What about next year?” And to this question, I annoyingly provide the same answer as the most successful long-term investor of all-time, Warren Buffett, “I have no idea.”.

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Bell Investment Advisors

JANUARY 4, 2022

To close 2021, investors cheered on the new year. Measured by the MSCI ACWI, global equity markets gained about 19% for the year. During the final week of trading, large-cap U.S. stocks shrugged off concerns about the Omicron variant, and many of those stocks went on to set new all-time highs. Interestingly, this rise wasn’t echoed equally by all stocks, some of which peaked earlier in the year.

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Yardley Wealth Management

JANUARY 4, 2022

The post Protecting What’s Yours (While You’re Alive) appeared first on Yardley Wealth Management, LLC. Protecting What’s Yours (While You’re Alive). Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself or your loved ones.

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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.

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ClearMoney

JANUARY 5, 2022

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