Indigo Marketing Agency

JULY 1, 2020

Well, the financial services industry has experienced a lot of change these past six months. At Indigo Marketing Agency, we send out a client survey each year asking advisors to share their feedback on how we can improve our services. Trend #1: Financial Planning Is Going Digital . There’s no denying it.

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Financial Planning Clients Planning Financial Services 52

Indigo Marketing Agency

JANUARY 17, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. You can also sign up for a free workshop webinar he and I hosted together, How to Choose Your Niche & Create a Radically Relevant Marketing Message. Ron Carson Ron Carson…need I say more?

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Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

SEPTEMBER 9, 2020

Check out these three top-performing CTA examples for financial advisors. Mistake 3: Writing Too Complex The financial services industry is loaded with complex jargon and terminology. Watch this free workshop webinar on how to choose your specialty. Download your free Social Security report. Need more inspiration?

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Financial Advisor Retirement Clients Healthcare 52

Indigo Marketing Agency

MARCH 18, 2021

The average email open rate for the financial services industry is 24.80%. (3). early-career, married with kids, pre-retirement). See a Sample Financial Plan. How Does an Independent Financial Advisor Benefit You? Financial Pitfalls Veterans Should Avoid. The average click-through rate is 2.7%. .

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Indigo Marketing Agency

OCTOBER 22, 2020

When a financial advisor tells us they need help to select their niche, we recommend they do three things: . Watch our workshop webinar on embracing a specialty. Watch This Webinar on Choosing a Radically Relevant Niche . Before you invest money into your marketing plan, you need to know who you’re trying to reach.

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Financial Advisor Financial Planning Clients Retirement 52

Nationwide Financial

OCTOBER 11, 2022

In the last two years, we have seen first-hand how a financial crisis can place significant stress on workers and families. For instance, as many people lost jobs and income in the early days of the pandemic, hardship withdrawals from workplace retirement plans surged. Americans have many ways to build savings.

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Retirement Planning Retirement Distribution Planning 52

eMoney Advisor

JUNE 12, 2023

The way you present data has a far-reaching impact on the way that clients understand, engage with, and follow through on their financial plan. When clients can see the way that the plan connects their current situation to one 30 years down the road, then they’re more likely to be motivated.

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Financial Planner Clients Financial Planning Planning 52

Sara Grillo

JUNE 12, 2023

New York State Department of Financial Services. To What If Analysis, what if I pay… So I’m doing my cash flow planning in my retirement plan, and I say, You know, I don’t wanna have to pay for in as a retirement. Will AG 49-B be a May Day or meh day for IUL illustrations? 2017, Nov 15).

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Insurance Clients Financial Advisor Math 59