Indigo Marketing Agency

MARCH 5, 2025

Seminar Marketing for Financial Advisors Guide to Seminar Marketing for Financial Advisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financial advisor businesses spend a great deal of their marketing efforts promoting and hosting seminars.

Financial Advisor

FMG

JANUARY 24, 2024

Ditch the Dinner Seminars and Create Experiences Instead Traditional financial advisor events for clients, like seminars, dinners, and informative presentations, aren’t enough to attract millennial investors. Maleta Wealth Management Maleta Wealth Management goes right into why their firm is great for millennials.

Financial Advisor

Midstream Marketing

MAY 5, 2025

How Do Sales Funnels Work in Financial Services? A sales funnel for financial advisors is a clear way to help potential clients move from learning about services to becoming a client. In the last step of the sales process , advisors offer their services as the solution.

Financial Advisor

Midstream Marketing

APRIL 14, 2025

By using these platforms smartly, financial advisors can improve client relationships, increase brand awareness, and promote business growth. Limitations of Relying Solely on Facebook for Client Acquisition While Facebook can be a good tool for marketing, depending only on it for getting clients in financial services has its limits.

Financial Advisor

The Big Picture

JULY 8, 2025

And it’s an incredible seminar program. And I had a great opportunity to get exposed to a lot of different industries, you know, from traditional manufacturers to telecom companies, financial services and everything in between. Someone interested in just finance or wealth management.

Investments