Indigo Marketing Agency

NOVEMBER 3, 2021

At Indigo Marketing Agency, we got together as a team, identified our favorite financial advisor clients, and picked apart some of the characteristics they share. If you’re a financial advisor who has these traits, reach out to us today! We’d love to help you with your marketing. It’s never a pleasant experience.

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Financial Advisor Clients Compliance Marketing 52

FMG

AUGUST 10, 2022

Beyond making sure current clients are happy, most advisors want to know how to get more. So today, we’ve compiled 6 actionable marketing strategies to help you attract and convert leads as a financial advisor. . In today’s new digital age, websites are a crucial platform for advisors to build clientele.

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Indigo Marketing Agency

MARCH 18, 2020

For this week’s marketing tip, I answer the age-old question: How often should financial advisors post to social media? How can we know the ideal financial advisor social media post frequency? They found that the sweet spot is to post once a day, five days a week. appeared first on Indigo Marketing Agency.

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Indigo Marketing Agency

AUGUST 24, 2020

Are These 5 Marketing Services Draining Your Budget Dry? Marketing for financial advisors can be frustrating because no one really tells you what works and what doesn’t. 25,000 on webinar marketing. 25,000 on webinar marketing. It’s the #1 website platform we recommend for independent advisors. You need SEO.

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FMG

JULY 13, 2023

When it comes to your website, the financial advisor landing page is a great way to draw attention to your campaign and draw in a specific audience by creating a highly individualized message for different target markets. Making it important to ensure your financial advisor landing pages follow best practices.

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Indigo Marketing Agency

OCTOBER 9, 2023

Your financial advisor and wealth management firm website is one of your biggest assets in your digital marketing toolkit. But the reality is, for most advisors, a website is just a pretty flyer on the internet that doesn’t really drive results. 0:47 And if that’s you, that’s totally okay.

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Indigo Marketing Agency

AUGUST 11, 2020

Webinars for financial advisors are a great way to secure high conversion rates. After doing dozens of webinars myself and creating countless webinars for financial advisors, I’ve come to realize one thing. Two Webinars Every Financial Advisor Should Create. 5 Tips For Choosing A Highly Converting Webinar Topic.

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Tucker Advisors

JUNE 28, 2021

By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. When you have a marketing effort that leads to an increase in sales, subscriptions, or transactions, it is obvious that something went right, but what about when you don’t see results? How to Track Your Direct Mail Campaign Digitally.

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Numbers Financial Advisor Sales Media 52

Tucker Advisors

AUGUST 16, 2021

Client Appreciation Events: A Guide For Every Financial Advisor. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. As a financial advisor, you have a lot of business to take care of. We will arm you with tips for your event and a robust guide download. Follow Follow Follow Follow Follow Follow.

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Clients Financial Advisor Planning License 52

The Big Picture

OCTOBER 24, 2022

So litigation around unfair competition or the like, a company would pull in our expert witness and I was part of the team to put together the case to explain the market size or the market share or what have you. And so our customer base is financial advisors and their underlying clients. And it was interesting work.

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Good Financial Cents

NOVEMBER 16, 2022

Invest in the Stock Market . Hire a Robo-Advisor. Invest in the Stock Market. The stock market is one of the best options for your $500. It offers added flexibility if you think you may need to access this money for emergencies over the next five or ten years. Table of Contents 13 Best Ways to Invest $500.

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FMG

DECEMBER 6, 2022

The reason that advisors optimize their title tags is to boost organic keyword rankings while enticing searchers in the SERP to click on your listing. Mobile phones are becoming the main way that many advisors interact with their clients, so it only makes sense that your website can load well on a mobile device.

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Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an hourly financial advisor?

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Indigo Marketing Agency

APRIL 16, 2020

In marketing, we hear a lot about social media, YouTube, Instagram, and Facebook ads. Marketing companies may try to sell you on fancy marketing funnels or new secrets. But really, how do we know what’s the most important marketing strategy for financial advisors? It is an old-school marketing technique.

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Tucker Advisors

NOVEMBER 3, 2021

By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. While the market remains strong, how does this news affect the savings of retirees or those about to retire? . bond market’s prediction of U.S. inflation for the next five years leapt to 2.91% a year—the highest figure this millennium. now tops out around.06%.

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Retirement Portfolio Retirement Planning Financial Advisor 52

Sara Grillo

MAY 23, 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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The Big Picture

JUNE 6, 2023

You get a scholarship in high school, you put it in the stock market, and immediately lose half. SETHI: And all these this media about how the stock market was going up 15 percent a week. SETHI: And you know, for a 17-year-old kid, that’s a lot of money I put in the stock market, and I lost half of it within weeks.

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FMG

NOVEMBER 22, 2022

As we approach Thanksgiving this week, we wanted to share some marketing articles that can close out your short week on a high note! 11 Lead-generation Tools for Financial Advisors to Help Build Your List via Three Crowns Marketing. Run an email campaign. Market your business and brand daily.

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FMG

JULY 12, 2022

This roundup is a good one, full of some great articles on niche marketing tips, social media content prompts, client communication tips and much more. 5 Niche Marketing Tips For Financial Advisors (With Tyler Hackenberg) via The Podcast Factory. How To Create Email Marketing Templates via iMPACT.

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FMG

JANUARY 24, 2023

Let’s dive right in with tips for creating a successful content marketing strategy, the steps you need to take to create high-quality videos, ways to build trust with prospects and more! And in order to execute your content marketing, it’s important that you are asking these five questions.

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The Big Picture

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

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