FMG

JANUARY 23, 2023

Automation solves a lot of the challenges of email, namely quantity and a bit of quality. How To Personalize Your Emails Personalization goes beyond including the recipient’s name in your subject and salutation. Sender: The sender should be personal, not a brand name. You want to connect with the reader.

Financial Advisor 59

Financial Advisor Communication Clients Numbers 59

Indigo Marketing Agency

DECEMBER 19, 2022

Ron is a household name among financial advisors and one of our personal heroes and mentors. Samantha Russell. Samantha Russell is the “Chief Evangelist” at FMG Suite and Twenty Over Ten. Michael Kitces is another household name among financial advisors who needs no introduction.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Indigo Marketing Agency

JANUARY 24, 2024

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. Michael has also been named the #1 Independent Advisor in the U.S. You can connect with Samantha on LinkedIn here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

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. You can connect with Samantha on LinkedIn here. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 17, 2022

Ron is a household name among financial advisors and one of my personal heroes and mentors. Samantha Russell Samantha Russell is the “Chief Evangelist” at FMG Suite and Twenty Over Ten. Ron Carson Ron Carson…need I say more? You can check Sam out on YouTube here. He holds a Ph.D.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

FMG

OCTOBER 2, 2023

Having one person as “the spokesperson” will humanize the business so that people can start to associate with a real person and not just a company. This could include a title or a summary of what the video will be like in addition to the name of the brand/business or a logo.

Media 52

Media CFP Marketing Marketing 52