Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

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Indigo Marketing Agency

FEBRUARY 12, 2024

In today’s dynamic financial landscape, the role of financial advisors extends beyond traditional financial planning to include effective digital marketing strategies. In this blog post, we answer the question “How do financial advisors market themselves?”

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Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message , he hosted with Indigo founder, Claire Akin. Check out his Twitter feed here. Ron Carson.

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MainStreet Financial Planning

APRIL 4, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 4-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to ongoing clients; $10 for guests Register here! appeared first on MainStreet Financial Planning.

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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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NAIFA Advisor Today

MAY 19, 2023

Kathleen will discuss critical lessons from her book, Put Your Money to Work: A Woman’s Guide to Financial Confidence , in order to help more women with their finances with advice that was never taught in school.

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Indigo Marketing Agency

APRIL 16, 2020

They also manage its email newsletter, create webinars, and handle the social media postings for all of these things. Sharlee Cretors of SC Financial Services in Scottsdale, AZ, is another client of Indigo. Recently, SC Financial Services engaged Indigo to create a webinar package.

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Indigo Marketing Agency

DECEMBER 18, 2019

Here are the top 10 financial services marketing companies you should work with in 2020. . If you’ve spent any time researching marketing for financial advisors, then you’ve probably seen this company’s name pop up a time or two. . That’s why they plan everything for you. . Comprehensive Marketing Solutions.

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FMG

JULY 20, 2022

At the same time, the digital side includes email marketing, webinars, websites and much more. Creating a strategy without a plan is asking for it to fail. Without a doubt, the financial service industry is broad, so there’s a sea of potential clients that you need to narrow down. Virtual Summit.

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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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Indigo Marketing Agency

MARCH 18, 2021

The average email open rate for the financial services industry is 24.80%. (3). See a Sample Financial Plan. How Does an Independent Financial Advisor Benefit You? For example, if you’re a financial advisor who specializes in serving veterans, you could send everyone emails on topics like: .

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Indigo Marketing Agency

APRIL 26, 2021

Look through the list below (or watch this video) and let me know which one you plan on reading first! The Best Books for Financial Advisors. Best book for financial advisors looking for work-life balance The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life is one of my personal favorites. Mullen, Jr.

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AdvisorPR

AUGUST 10, 2020

Organize a webinar or reoccurring series to introduce new ideas and opportunities to build your community. Organize events – from fundraisers to featuring subject-matter experts and guest speakers—your clients and prospects are looking for opportunities to unite and connect now more than ever.

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Indigo Marketing Agency

MARCH 5, 2020

Bill and I have a workshop webinar where we help financial advisors choose a specialty and create a radically relevant marketing message. The Million-Dollar Financial Advisor by David J. Best for: Advisors who want to be top producers in the financial services industry. You can check it out here. Mullen, Jr.

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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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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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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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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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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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