How to Focus Your Marketing Efforts
Wealth Management
NOVEMBER 4, 2022
As conference season comes to a close, avoid paralysis by analysis by taking concrete action on marketing your practice.
how-focus-your-marketing-efforts Marketing Related Topics 
Adviser links: a reliable support system
Abnormal Returns
MARCH 4, 2024
am.jpmorgan.com) How longevity literacy affect financial wellness in retirement. advisorperspectives.com) Practice management Why RIAs need to focus on organic growth. thinkadvisor.com) How to track the value of your marketing efforts. Retirement JP Morgan Asset Management's 'Guide to Retirement.'
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Content Marketing Amplified: Game-Changing Tactics With LinkedIn Documents Posts
Indigo Marketing Agency
SEPTEMBER 16, 2023
In the ever-evolving landscape of financial advisory, staying ahead means continually innovating your content marketing. In this guide, we’ll show you how to harness the power of LinkedIn Documents and unveil eight game-changing tactics to connect with top-tier clients. Anything longer might overwhelm your audience.
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Indigo Marketing Agency Announces Launch of Exclusive Webinar Showing Financial Advisors How to Grow Their Client Base in 2024
Indigo Marketing Agency
MARCH 11, 2024
Indigo Marketing Agency, a leader in financial advisor marketing, has announced the launch of its educational webinar event specifically for independent financial advisors seeking to scale their businesses efficiently. About Indigo Marketing Agency. Get in Touch With Indigo Marketing Agency here.
Marketing for Financial Advisors: Igniting Explosive Growth
Indigo Marketing Agency
FEBRUARY 24, 2024
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. The goal is to establish your firm as a trusted thought leader in the financial advisor space. It’s your time to shine.
Digital Marketing for Financial Advisors: Harnessing the Power of Email Campaigns
Indigo Marketing Agency
APRIL 2, 2024
How can financial advisors effectively segment their email lists for targeted campaigns? Segmentation is the process of dividing your email list into smaller groups based on specific criteria, such as demographics, client needs, or behavior. Emails sent to your audience can be about anything.
Markets Down? Crank UP Your Marketing.
Indigo Marketing Agency
DECEMBER 8, 2022
Continuing market volatility and recession fears means that just about everyone is looking for ways to cut expenses down to the bare minimum. But if you’re an independent financial advisor, cutting back on your marketing efforts will have the opposite desired effect. Why Does Downturn Marketing Matter More?
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Grow Big or Go Home: The Power of Growth Marketing
Indigo Marketing Agency
JUNE 1, 2023
Keeping financial advisors up to date on the latest marketing trends is one of our favorite things to do at Indigo Marketing Agency. In this article, we’ll explore the concept of growth marketing. With its experimental and data-driven design, growth marketing has gained significant popularity in recent years.
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10 Thursday AM Reads
The Big Picture
MARCH 30, 2023
Bloomberg ) • A Tale of Two Housing Markets: Prices Fall in the West : While the East Booms In an unusual pattern, the 12 major housing markets west of Texas, plus Austin, saw home prices fall in January, while the opposite happened in the rest of the country. Computerworld ) • Why are young people driving less?
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Don’t mistake taking action for moving toward your goals
Million Dollar Round Table (MDRT)
MARCH 12, 2024
But what about spending your time casting a wide net versus investing your time with the right niche of clients and products? It just means they can be more targeted in their marketing efforts and more selective about whom they bring on.
Download Your Free 2023 Marketing Calendar
Indigo Marketing Agency
MAY 30, 2023
Want to boost your business through marketing? Make sure your audience knows what you do and how you can help. To achieve this, use multiple channels such as your website, email, and social media. Creating an effective marketing strategy starts with a calendar. Consistency is key! Here’s a great example.
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Vodafone Idea: Adapting to India’s Telecom Market Shifts for a Comeback
Trade Brains
FEBRUARY 9, 2024
As per the Telecom Regulatory Authority of India, Vodafone has a market share of approximately 19.62% in terms of subscriptions with a base of INR 23.03 Its roots trace back to two separate journeys: Vodafone India, a global telecom giant that entered the Indian market in 2003, and Idea Cellular, a domestic powerhouse established in 1995.
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Succession Planning for Financial Advisors: How to Plan for a Smooth Exit
Indigo Marketing Agency
JANUARY 17, 2024
If you’re anything like the financial advisors we work with, you’ve helped hundreds of clients successfully exit their businesses—and now it’s your turn. You’ve worked hard to build your legacy, and now that you’re approaching retirement, you want a smooth transition for both you and your clients.
Doing Less and Getting More from Content Marketing
MazumaBusinessAccounting
APRIL 30, 2023
These days, companies are increasingly allocating more time and money to content marketing. And the effort is not without good reason, as 67% of marketers suggest that content marketing generates demand and leads. Include any information you might want to consider when creating content for your business.
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Doing Less and Getting More from Content Marketing
MazumaBusinessAccounting
MAY 1, 2023
These days, companies are increasingly allocating more time and money to content marketing. And the effort is not without good reason, as 67% of marketers suggest that content marketing generates demand and leads. Include any information you might want to consider when creating content for your business.
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Marketing to Centers of Influence for Financial Advisors
FMG
AUGUST 16, 2023
The Center of Influence definition is marketing to key people you can rely upon to help grow your business. As a financial advisor, your Centers of Influence (COIs) may include CPAs, attorneys, trust underwriters, mortgage professionals, and more. So what should you look for with your center of influence prospecting ?
10 Tuesday AM Reads
The Big Picture
NOVEMBER 21, 2023
Businessweek ) see also Why Your Office Space Continues to Shrink : Despite more than a billion square feet of empty office space in the US, a return to roomier layouts and private offices does not seem to be in the cards. Wired ) • How to avoid losing money : My favourite insight from a new investing classic. Now Sell It.
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3 Ways Financial Professionals Can Use ChatGPT to Enhance Your Marketing Efforts
eMoney Advisor
MARCH 8, 2023
As trendy as it is right now, AI will never be able to replace the human touch that’s essential for building trusted relationships with your clients. However, when used correctly, generative AI and platforms like ChatGPT can increase the efficiency around your marketing efforts. Ask ChatGPT to help. open and 2.)
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Begin Your Digital Marketing Journey with a Strong Advisor Website
eMoney Advisor
FEBRUARY 8, 2023
Not only the administrative work that comes from managing client accounts but also the aspects of keeping the business running and marketing to bring in new clients. If you’re finding that your marketing has taken a back seat to everything else you have going on, you’re not alone.
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Advisor Holiday Marketing Checklist
FMG
NOVEMBER 20, 2023
The holiday season is upon us, and that means that financial advisors should start thinking about their advisor holiday marketing strategy. It’s no wonder so many business and companies focus their marketing during the holiday season. These will be some of the best advisor holiday marketing strategies advisors can find.
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10 Friday AM Reads
The Big Picture
NOVEMBER 10, 2023
You have to accept what they are and find ways to adapt your business.” ( Institutional Investor ) • Six Months Ago NPR Left Twitter. Is this bond bear market really worse than the 1970s? “You’re not going to change them. That’s not a coincidence. PGIM is one of the world’s largest asset managers, running $1.27
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4 Steps to Build a Financial Advisor Marketing Plan
FMG
AUGUST 24, 2022
What separates good financial advisors from great ones is their ability to build and enact marketing plans. A marketing plan is the advertising strategy a business takes to sell its product or service. Whereas one advisor might bring in ten clients, an advisor with a solid marketing plan could bring in twenty within the same timeframe.
Awesomely positive ways to get rid of Imposter Syndrome and head trash!
Sara Grillo
FEBRUARY 23, 2024
Question from a subscriber: “ My marketing efforts are constantly sabotaged by negative self talk, limiting beliefs, and imposter syndrome. How do I get past this? Heart emoji) No matter how confident we seem, we all have doubts. It’s not about the absence of fear, it’s about how you manage it.
What Advisors Get Wrong About the Great Wealth Transfer
Advisor Perspectives
NOVEMBER 21, 2023
In this conversation, we will focus on why the next generation of clients nearly always leaves their parents’ advisor, and how you can rethink your marketing efforts to attract the right clients across generations.
Trending This Tuesday – September 12, 2023
FMG
SEPTEMBER 12, 2023
How To Identify Your Ideal Client Avatar via Advisorpedia Niching down and identifying your ideal audience is key to the success of your business. Not only are you working with a group that best fits your business model, but you’re getting more for your marketing dollar. Learn how here.
How to Grow your Business: Marketing Strategy Part II
MazumaBusinessAccounting
APRIL 19, 2021
Once you’ve ironed out your marketing message, you’ll want to decide what channels will work best to get your message to the right customers. As you consider each channel, think about where your audience “hangs out”. Does your audience spend a lot of time on social media? Does my email provide value? Direct Mail.
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Meet Our Team: Katie
Indigo Marketing Agency
OCTOBER 4, 2023
Are you curious to know one of the major driving forces behind Indigo Marketing Agency’s success? Meet Katie Cress, our Digital Marketing Consultant and Sales & Client Strategist. Katie’s journey at Indigo Marketing Agency is a testament to the company’s commitment to excellence, innovation, and dedication to our clients.
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FMG
JUNE 20, 2023
20 Tips to Write Catchy Email Subject Lines [+ Examples] xyz via HubSpot Your readers get A LOT of emails, so how can you make sure they read your email rather than send it to the trash? Just a few tweaks can make a huge difference, and this article shares how you can stand out. Read more here. Give it a listen here.
Should You Outsource Marketing or Hire Internally? (Pros & Cons)
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.
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What is a Good Financial Advisor to Client Ratio?
WiserAdvisor
APRIL 12, 2024
How to determine a good financial advisor-to-client ratio? Ultimately, the ideal client ratio for a financial advisor depends on a nuanced understanding of their target market, business goals, and capacity to deliver exceptional service. The motivation to expand the client base often revolves around financial incentives.
The Growing Appeal of Semi-Retirement
Darrow Wealth Management
APRIL 15, 2024
For some, retiring from their current career will allow more time to focus on passion projects or travel. Semi-retirement has the potential to offer workers the highly desirable (and sometimes elusive) sense of financial freedom, where they have the flexibility to decide when and how much to work.
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In the Market for a Big Purchase? Why You Might Want to Hold Off
Your Richest Life
NOVEMBER 9, 2023
Here’s a look at some of the current factors that are impacting prices and availability: Big Purchase to Wait on: The Housing Market The housing market has been hit with a triple whammy that is making home shopping particularly difficult right now. Additionally, keep an eye on your budget and consider refinancing when rates fall again.
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Video Marketing Best Practices for All of Your Marketing Channels
FMG
SEPTEMBER 29, 2022
You’ve probably heard it a million times and will most likely listen to it a million more, but video marketing is here to stay. With over 54% of consumers wanting to see more video content , it’s hard not to justify using it in your marketing campaigns. Working Video into Websites.
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10 Tuesday AM Reads
The Big Picture
OCTOBER 10, 2023
The bond market continues to be even crazier than the stock market. A Wealth of Common Sense ) see also Things Don’t Make Sense : It’s been a weird couple of months in the market and the economy. New York Times ) • Coordinated ‘swatting’ effort may be behind hundreds of school shooting hoaxes. Stick With It Anyway.
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Supercharge Your Financial Advisory Business With Our SEO Checklist
Indigo Marketing Agency
JUNE 22, 2023
Stand out from the crowd and watch your business thrive. Now we have a solution that helps you take immediate action and propel your business to new heights. By implementing the strategies outlined in this checklist, you’ll ensure your website is optimized for search engines, driving more traffic and potential clients your way.
10 Wednesday AM Reads
The Big Picture
JULY 19, 2023
Answers to Your Burning Questions About the Rolex Watch Company. Teddy ) • Jerome Powell’s Prized Labor Market Is Back. The Federal Reserve chair spent the early pandemic bemoaning the loss of a strong job market. He forces us to answer an uncomfortable question: How do we respond to people in pain? ( Can He Keep It?
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Why Custom Content Beats Canned
Indigo Marketing Agency
OCTOBER 10, 2023
Or whether providing custom content would truly make a difference to your business. So, let’s take a look at how generic content stacks up against custom content and settle the debate—once and for all! You don’t have time to serve up weekly content—you’re busy serving your clients! The same is true for your content.
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Transcript: Albert Wenger
The Big Picture
SEPTEMBER 19, 2022
All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. If you’re interested in venture capital, in technology, in how to think about early stage investing, well, strap yourself in, this is a great one. Let’s delve into that, starting with your background. You have quite a fascinating history.
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#FA Success Ep 311: Unlocking Growth By Asking For A Referral Commitment And Then Showing Value, With Terry Parham Jr.
Nerd's Eye View
DECEMBER 13, 2022
Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households.
How Much Does It Cost to Start an Accounting Firm in 2023?
Harness Wealth
AUGUST 22, 2023
From incorporation fees to purchasing tax and accounting software to optimizing your human capital (time), we’ll explore the many costs associated with starting an accounting firm and the operational expenses you should anticipate as you grow your new business.
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Boost Your Business With Google Business Profile: Top SEO Tips
Indigo Marketing Agency
OCTOBER 18, 2023
In today’s digital age, establishing a strong online presence for your business is paramount to success. This article delves into the significance of having a GBP page and guides you through the process of setting one up for your business. Verify Your Business: Google will send you a verification code via mail or phone.
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Systeme.io Review
Good Financial Cents
JANUARY 8, 2024
has emerged as a versatile tool in the digital marketing landscape, often met with initial skepticism due to its bold claim of being an all-encompassing, free platform. The platform serves a multifaceted purpose, aiming to simplify the digital marketing process. How Systeme.io Systeme.io Works The user interface of Systeme.io
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Annuities: The Wonder Drug for Your Retirement?
The Chicago Financial Planner
JANUARY 17, 2022
Annuities are often touted as the “cure” for all that ails your retirement. Baby Boomers and retirees are the prime target market for the annuity sales types. The pitches frequently pander to the fears that many investors still feel after the last stock market decline. After all, what’s not to like about guaranteed income?
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Sammy Azzouz on Driving Organic Growth and Mastering a Tricky CEO Transition
Steve Sanduski
AUGUST 2, 2023
Sammy is also the author of Beyond the Basics: Maximizing, Allocating and Protecting Your Capital. In a Nutshell: At Heritage Financial, delivering organic growth is a firm-wide effort built into the culture. Why Heritage is so focused on organic growth and how its advisors contribute to new business development.
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