Sara Grillo

MAY 3, 2024

Love is a battlefield, and so is marketing compliance. In this blog, we talk about how to stop living in fear of SEC marketing rules and to reduce the chances of getting zinged. Don’t overstate your credentials or exaggerate their benefits. Sara G The post There is no reason to live in fear of SEC marketing rules!

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Indigo Marketing Agency

FEBRUARY 24, 2024

Huge portions of the internet population are increasingly looking online for financial guidance. That means the right digital marketing for financial advisors can be the rocket fuel that propels unparalleled success. Let’s take a look at the advantages and techniques of effective digital marketing. Think about it.

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Indigo Marketing Agency

NOVEMBER 1, 2022

On his podcast Bridging The Gap , host Matt Reiner recently welcomed our founder, Claire Akin, to dig into the basics of embracing a speciality and the importance of marketing “you” as a person and not necessarily “you” as a brand or company—just to scratch the surface! What is the biggest emotional benefit your clients walk away with? .

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Indigo Marketing Agency

JULY 8, 2023

Summer is here, and if you’re a financial advisor, you’re probably dreaming of sandy beaches, picturesque sunsets, and sipping refreshing tropical beverages. But while you’re soaking up the sun, it’s crucial to ensure your marketing efforts don’t take a vacation.

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FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors.

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Indigo Marketing Agency

SEPTEMBER 18, 2023

Through this partnership, Indigo’s clients will benefit from Wealthtender’s state-of-the-art digital tools, further solidifying Indigo’s role in financial advisor marketing. This collaboration aims to redefine the way independent financial advisors expand their digital footprint and engage potential clients.

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Nerd's Eye View

JUNE 23, 2023

Read More.

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Sara Grillo

JULY 10, 2023

Financial advisors are skeptical that you can actually get leads from social media. Today we’ll be talking to Thomas Kopelman , co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from financial advisor social media look like a piece of cake!

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Financial Advisor Media Communication Fee Only 72

Indigo Marketing Agency

SEPTEMBER 15, 2023

As the year rapidly approaches its end, there’s a sense of urgency in the air—a sense that time is slipping away, and you must seize the moment to elevate your marketing and ensure your financial advisory practice thrives in 2024 and beyond. Your Story, Your Voice In a world of generic marketing, don’t settle for mediocrity.

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Marketing Marketing Financial Advisor Media 52

Indigo Marketing Agency

SEPTEMBER 16, 2023

In the ever-evolving landscape of financial advisory, staying ahead means continually innovating your content marketing. Among the plethora of platforms available, LinkedIn has emerged as a goldmine for financial advisors seeking to promote their services and engage with potential clients. The secret weapon?

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Indigo Marketing Agency

DECEMBER 15, 2023

In the ever-changing world of financial advisor marketing, success boils down to embracing strategies that convert prospects, minus the old-school pushy sales pitches. Today, let’s dive deep into what makes our Total Marketing Package tick—consider it our secret sauce for catapulting financial advisors into unprecedented growth.

Financial Advisor 52

Financial Advisor Clients Media Retirement Planning 52

FMG

FEBRUARY 7, 2024

As a software solution, Asset-Map helps advisors organize client info and deliver financial plans through a visual medium, allowing them to save time and offer greater clarity to their clients. Many advisors that leverage Asset-Map’s software also feature the tool on their website as part of their prospecting efforts.

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Assets Wealth Management Clients Planning 52

Indigo Marketing Agency

APRIL 28, 2023

While this may be your title and company, it tells me nothing about who you serve, what your firm does, what you do, or how I can benefit. Unfortunately, this is the most common headline I see for advisors. For advisors, this means being careful about your designations and acronyms. “President at Jones, Inc.”

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Indigo Marketing Agency

MAY 30, 2023

Want to boost your business through marketing? To achieve this, use multiple channels such as your website, email, and social media. Creating an effective marketing strategy starts with a calendar. Here are ten winning content strategies to consider adding to your marketing calendar. Consistency is key!

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Marketing Marketing Clients Financial Advisor 52

Sara Grillo

JANUARY 19, 2024

This blog provides a few Twitter tips for financial advisors that you can use to build a community, get leads, and get new clients. Most financial advisors do a terrible job with Twitter; learn how to be the rare exception! I am a CFA® charterholder and financial advisor marketing consultant.

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FMG

SEPTEMBER 22, 2022

Financial advisors especially should make sure customers feel appreciated. When a financial advisor is able to surprise or delight their client, they’re showing through action why that customer made the right choice in choosing them. The Benefits of Surprisingly and Delighting. Highlight Them on Social Media.

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Clients Financial Advisor Media Food 107

Indigo Marketing Agency

FEBRUARY 1, 2024

These days, everyone seems to be advertising on social media. So, as a financial advisor, you may be wondering if it makes sense to invest your marketing dollars in Facebook Ads. Whichever camp you’re in, you’re likely pondering this one question: Do Facebook Ads work for financial advisors?

Financial Advisor 52

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Sara Grillo

APRIL 15, 2024

In this podcast I interview Sarah Charles , an hourly financial planner who used to work under the AUM fee model. She talks about why she made the jump and what life is like now as an hourly financial planner. I am a CFA® charterholder and financial advisor marketing consultant. WHAT how dare you, Sara?

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Sara Grillo

FEBRUARY 23, 2024

Question from a subscriber: “Marketing only seems to be getting tougher with all the call and email screening.” The financial advisor cold calling game is some ice, ice baby! Because cold calling and cold emailing are the toughest form of marketing on the planet right now. ” Yah. Thanks for reading.

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FMG

APRIL 4, 2023

FMG Unveils AI-Powered Social Media Caption Engine via Financial Advisor Magazine Social media marketing is a great way to connect with current clients while attracting prospects. Key Insight Advisors will be able to create content easily with ChatGPT while using their own personal voice.

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Nerd's Eye View

OCTOBER 4, 2022

Welcome back to the 301st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ramit Sethi.

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Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Steve Sanduski. Samantha Russell.

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Indigo Marketing Agency

FEBRUARY 8, 2022

When it comes to marketing your financial advisory firm, you have two main options: outsource it to professionals or hire an internal person. . Each option has its own set of pros and cons, and the decision ultimately depends on your budget and what you want to get out of your marketing efforts. And that’s just for one person!

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Marketing Marketing Financial Advisor Budgeting 52

Indigo Marketing Agency

FEBRUARY 23, 2023

We may have a new look, but we are still offering the same great custom content solutions and personalized marketing strategies. As financial advisors, it’s important to have a brand that resonates with the ideal clients you’re trying to attract—and sometimes that means a refresh is necessary. What Is a Rebrand?

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Indigo Marketing Agency

APRIL 28, 2023

Financial Advisor Bio Most financial advisors haven’t completely filled out their LinkedIn profiles. They often have trouble writing about themselves and the benefits they offer clients. Most advisors we work with haven’t thought through exactly why clients make the decision to work with them.

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FMG

NOVEMBER 1, 2022

From tips on social media engagement to creating customer personas and more, this article is a great way to kick off the month. . The Ultimate Guide to Social Media Engagement via Social Media Today. Success on social media goes beyond simply posting…it’s all about engagement, as well!

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FMG

FEBRUARY 7, 2023

Planning for 2023: LinkedIn Posting Tips via Social Media Today If you’re looking to update your LinkedIn social strategy this year, then this article is for you! Struggling to find the time to update your clients and prospects on everything happening with the markets and economy? This blog breaks it down!

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Million Dollar Round Table (MDRT)

JANUARY 8, 2023

By Antoinette Tuscano, MDRT Content Specialist Why be like every other financial advisor in your area when you can be unforgettable to clients? I make good, healthy food to keep them healthy so they don’t have to use their insurance benefits. My clients will sometimes share this personalized card on social media.

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Indigo Marketing Agency

MARCH 3, 2023

Are you a financial advisor looking to take your client communication to the next level? By introducing yourself, educating clients, setting expectations, increasing engagement, and saving time, a welcome email series can help financial advisors stand out and build long-lasting relationships with their clients.

Financial Advisor 52

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Sara Grillo

APRIL 11, 2023

Here are some Excel models financial advisors can use to create your Chart of Accounts. Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet. I am a CFA® charterholder and I used to be a financial advisor.

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FMG

NOVEMBER 15, 2022

Before the holidays really get into full swing, take some time to check out this week’s roundup with insight into YouTube’s new handle system and what that means for your marketing, how to maximize your content, predictions for social media in 2023 and much more. . The benefits of a YouTube handle.

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FMG

MAY 10, 2023

Social media has become a central point in marketing and advertisement. billion active users as the 4th most-used social media platform and 8th most visited site on the internet. It’s no wonder financial advisors might want to explore the platform as a means of engagement.

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Indigo Marketing Agency

MAY 12, 2023

Have you ever wished for a start-to-finish marketing service that actually works? Well, those are just a few of the benefits you’ll get with our personalized marketing solutions. Well, those are just a few of the benefits you’ll get with our personalized marketing solutions.

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FMG

JANUARY 10, 2024

Referrals are one of the best ways for an advisor to grow their business. In fact, referrals from clients, friends, or family account for 53 percent of new clients for advisors—the top source of new clients in 2022, according to a Cerulli report. Referrals are often the cumulative success of your services and marketing.

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Indigo Marketing Agency

MAY 12, 2023

Are you a financial advisor looking to expand your client base and grow your business? Do you struggle to keep up with the demands of digital marketing and find it challenging to create a strong online presence? A partnership with a reliable marketing agency can help you achieve your goals.

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FMG

SEPTEMBER 21, 2022

There are many advantages to using video in your marketing strategy. And as advisors adopt video, one challenge remains the same. This makes many guides complicated and less relevant to financial advisors. Luckily, this guide was written with advisors and other financial professionals in mind. Let’s jump in.

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Sara Grillo

AUGUST 15, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

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