FMG

MARCH 4, 2024

Industry news Community Information Summaries and links to insightful content Personal news While the exact mix is up to you, depending on your tone, you should include both firm-related news as well as industry updates. Even though you aren’t driving traffic to your website, you are providing value, and that’s what counts.

Financial Advisor 52

Financial Advisor Clients Communication Marketing 52

Indigo Marketing Agency

MAY 12, 2023

Feature Capability Benefit TMP Standard Full-service digital marketing with a dedicated account manager, includes social media services, SEO, monthly blogs, and email marketing Save valuable time and resources while keeping your messaging consistent and generating high-quality leads TMP PLUS All the benefits of our standard Marketing Foundations Package (..)

Financial Advisor 52

Financial Advisor Clients Consulting Media 52

The Richer Geek

AUGUST 24, 2022

So, he's not only a tech person, but he's a gamer. He was the founder and CEO of a 70-person computer game company where he designed games for Lego produced two games based on Dune. He designed games for Lego. And he was also the CEO of intelligent games. 24:11] How does he manage remote workers? [29:10]

Management 52

Management Marketing Marketing License 52

FMG

JANUARY 11, 2023

As stated in the original showcase , “The second you open the New Lantern Advisors website, you’re instantly drawn in with a unique and interesting animated set of videos along with a CTA. With a great website that is the perfect vehicle to ensure your experience is as smooth as possible. Iron Legacy Wealth Advisors .

Wealth Management 59

Wealth Management Clients Management Wealth Advisor 59

FMG

AUGUST 4, 2022

For today’s Advisor Website Showcase, we are joined by Michael Allison of New Lantern Advisors. We sent Michael some of our most in-depth questions so far to see how he handled his website, transitioning into virtual work, and fighting against his kryptonite. Modernize Your Website. Video content is next.

Financial Advisor 98

Financial Advisor Clients Media Communication 98

Steve Sanduski

NOVEMBER 21, 2023

But effective marketing requires more than blindly following a GPT-generated plan — you have to target, personalize, and differentiate your message to reach your intended audience and turn clicks into clients through both marketing AND sales. Learn how to build a high-performing website.) Download the ChatGPT-4 Marketing Plan.)

Media 59

Media Marketing Marketing Planning 59

Indigo Marketing Agency

SEPTEMBER 15, 2023

The Total Marketing Package Our Total Marketing Package is designed to put you ahead of the game and keep you there. Website Audit: Improve website traffic and conversions. Personalized 12-Month Content Calendar: Plan for marketing success. It includes: Marketing Foundations Package: Build a solid marketing foundation.

Marketing 52

Marketing Marketing Financial Advisor Media 52

Indigo Marketing Agency

DECEMBER 15, 2023

These components of our Total Marketing Package are designed to nurture leads and guide them through the conversion funnel. The Total Marketing Package includes a personalized 12-month content calendar so you know exactly what to expect from your marketing each year! We’ll also add your logo and photos to personalize your page.

Financial Advisor 52

Financial Advisor Clients Media Retirement Planning 52

Clever Girl Finance

SEPTEMBER 11, 2023

But you have to start somewhere—so you might as well start with the best investing websites right off the bat! Table of contents What makes the best investment websites the best ? 6 Best investing websites for research (and taking action!) Expert tip: You can use more than one investing website! Buy this stock today!”

Investing 84

Investing Investments Education Accounting 84

FMG

MAY 22, 2023

For our latest Financial Advisor Website Showcase, we are joined by James. James has seen some amazing results from his updated FMG website. What we love about the website: Captivating Value Proposition: From the moment you land on the website, the value proposition is clear, compelling, and grabs your attention.

Wealth Advisor 52

Wealth Advisor Financial Advisor Clients Planning 52

FMG

FEBRUARY 7, 2024

Many advisors that leverage Asset-Map’s software also feature the tool on their website as part of their prospecting efforts. By defining wealth as both a financial status and a sense of well-being, the site establishes that the wealth management process should be a personal one. But what should you highlight?

Assets 52

Assets Wealth Management Clients Planning 52

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.

Financial Advisor 52

Financial Advisor Clients Wealth Management Engineering 52

Good Financial Cents

JANUARY 20, 2023

Monetize a Website 14. Flip Websites for Profit 31. Amazon Flex says on its website that drivers typically earn between $18 and $25 per hour, although actual earnings will “depend on your location, any tips you receive, how long it takes you to complete your deliveries, and other factors.” Freelance Writing 6.

Food 104

Food Advertising Accounting Sales 104

Steve Sanduski

JULY 20, 2022

In a Nutshell: If you view your website and blogging as just a box to check, you’re missing out on one of the most effective marketing tools in your toolkit. Building a high-performing website is both art and science. As a bonus, we anonymously critique several websites from Barron’s Top 100 Independent Advisors.

B2B 52

B2B B2C Wealth Advisor Media 52

Clever Girl Finance

JUNE 23, 2023

Many websites like Poshmark , Mercari , and Facebook Marketplace allow you to sell clothing, and you could make some money, especially for name-brand items. Do you own items that are designer or special occasion wear, such as a wedding dress or a Chanel handbag? Verizon’s website has some great ideas for repurposing old phones.

Media 81

Media Accounting Sales Budgeting 81

FMG

JANUARY 24, 2024

Millennials have become accustomed to more choices, more ways to communicate, and broader, more personalized service from the brands they choose. Don’t Forget the Personal Touch Millennials love technology but still need the human touch for essential decisions like financial planning.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

eMoney Advisor

FEBRUARY 8, 2023

Modern marketing comes down to having a strong digital strategy and one of the best places to start is with your firm’s website. What your website says about you and the services you offer impacts the likelihood of a potential client taking the next step to engage further. Begin the story at the beginning and make it personal.

Marketing 81

Marketing Marketing Clients Certification 81

Clever Girl Finance

AUGUST 2, 2022

But personally, I like the intimacy of handbag blogs. It feels good to get a person’s opinion and personal thoughts without the expectation of buying. And the purse blogs we included in this list come with a lot of personalities. I also love that the website is easy to navigate and uncluttered.

Insurance 52

Insurance Sales Investing Investments 52

Indigo Marketing Agency

JULY 8, 2023

Our Total Marketing Package is designed to provide you with seamless marketing support so you can enjoy your summer while your business continues to thrive. Dedicated Account Manager: You deserve personalized attention, and that’s exactly what you’ll get. That’s where Indigo Marketing Agency comes in!

Financial Advisor 69

Financial Advisor Marketing Marketing Distribution 69

MainStreet Financial Planning

JANUARY 17, 2024

It is designed to be shorter, more straightforward and unlock more aid for most students. Also, FAFSA will initiate pauses for site maintenance and applicants may experience a waiting room feature to control website volume. All of this could lead to frustration…but keep calm and keep going! The post New FAFSA goes live this month!

Taxes 93

Taxes Planning Financial Planning Government 93

Indigo Marketing Agency

APRIL 2, 2024

Then each targeted group could receive semi-personalized content that resonates with each of their financial planning needs. Financial advisors should focus on gathering insights through direct interactions, website analytics, and client feedback. Effective segmentation begins with collecting and analyzing your client data.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Good Financial Cents

JANUARY 8, 2024

It’s designed for entrepreneurs and businesses seeking an integrated solution for email marketing, sales funnels, website building, and more. is a standout feature, characterized by its user-friendly design. Each of these features is designed to work seamlessly with the others, providing a unified experience.

Recruitment 81

Recruitment Sales Management Marketing 81

Integrity Financial Planning

SEPTEMBER 5, 2023

Full Retirement Age varies from person to person and is determined by your year of birth. 2] You can go to the Social Security Administration’s website here to see what your full retirement age is. 1] However, keep in mind that you’ll be receiving benefits for a longer period of time.

Retirement Planning 91

Retirement Planning Retirement Planning Education 91

Good Financial Cents

MAY 11, 2023

By remaining vigilant and informed, users can protect themselves and their personal information from falling victim to such fraudulent schemes. It is crucial to stay informed and vigilant to safeguard your personal information and financial well-being.

Education 85

Education Numbers Accounting Communication 85

Indigo Marketing Agency

APRIL 28, 2023

But also, adding them can help improve the deliverability of your emails over time as well as increase the traffic to your website. We uploaded the business contacts and personal contacts for one of our advisors and did a simple A/B test. The open rate for business contacts only was 21.7%, which isn’t too shabby.

Engineering 98

Engineering Retirement Numbers Marketing 98

MainStreet Financial Planning

MAY 17, 2023

Where we live is a very personal choice. Active Adult 55+: Independent living communities designed specifically for individuals aged 55 and above, providing amenities and activities tailored to older adults. Check out these websites for resources when starting your own research on your retirement housing options.

Retirement 98

Retirement Medical Financial Planner Planning 98

MazumaBusinessAccounting

MAY 18, 2022

The few exceptions include expenses that are used primarily for personal use or gain, not business promotion. All of these are tax-deductible: Website set-up, design, and maintenance. Packaging, design, and materials for your products. Just be sure you know and document the business purpose. Social media promotions.

Advertising 71

Advertising Taxes Accounting Media 71

Indigo Marketing Agency

MAY 8, 2024

We leverage lead funnels to attract and qualify audiences that are exclusively the kind you want to talk to, usually characterized by the city they live in, their demographics/personal traits, and financial needs. As you may have heard, Google changed their website weighting calculations to more heavily favor content that gets read by humans.

Financial Advisor 52

Financial Advisor Marketing Marketing Consulting 52

MazumaBusinessAccounting

MAY 2, 2021

A clear, comprehensive website can propel your business forward by creating an attractive experience for new customers and by reaffirming your business’ brand, objectives, and mission to your existing customers. A great website can also make it easier for new clients to purchase or request information online—saving you time and money.

Accounting 52

Accounting Clients Numbers 52

Nerd's Eye View

NOVEMBER 8, 2022

We also talk about how Cean leveraged the firm’s custodial relationship with Schwab to access one of their internal marketing consultants, which then led to Ironwood hiring an external marketing firm that revamped their website and Google searchability, increasing their visibility and digital leads to the point the revenue they received from (..)

License 130

License Consulting Financial Advisor Insurance 130

Clever Girl Finance

JUNE 19, 2023

From writing website pages to articles, there are so many ways to specialize. Make your own website to s tart reaching out as a freelance writer. Blog or website creation A lot of bloggers and businesses need websites that are beautiful and functional. They may have business skills but no design or technical skills.

License 77

License Media Budgeting Electronics 77

Indigo Marketing Agency

JUNE 16, 2021

At Indigo Marketing Agency, we’ve created over a hundred webinars for both our website and our clients’ websites. We Design Your Presentation Once you and your compliance team approve the text-only version of your webinar and communications kit, we get started designing your presentation to match your firm’s website and branding.

Financial Advisor 52

Financial Advisor Compliance Communication Retirement 52

Clever Girl Finance

DECEMBER 7, 2022

Many websites like Poshmark , Mercari , and Facebook Marketplace allow you to sell clothing, and you could make some money, especially for name-brand items. You may also own some items that are designer or special occasion wear, such as a wedding dress or a Chanel handbag. and you're creative, try making jewelry. Repurpose old phones.

Media 68

Media Accounting Budgeting Communication 68

Indigo Marketing Agency

JANUARY 4, 2022

Join me in this quick video where I discuss 8 of the 12 top pages: Does your company have top-performing website pages? What makes a good financial advisor website? And after analyzing data for our 30 top-performing websites, we discovered each advisor had 12 web pages in common.

Financial Advisor 59

Financial Advisor Fee Only Financial Planning Clients 59

Clever Girl Finance

OCTOBER 13, 2023

From the initial idea and design to setting up your Etsy shop, this guide has everything you need to know. You design, create, and upload these materials to your online store. To maximize your income, continually improve your designs, expand your product range, and invest in marketing. What are printables, anyway?

Advertising 52

Advertising Budgeting Sales License 52

FMG

SEPTEMBER 15, 2022

I am not much of a morning person but I would wake up at the crack of dawn to hike the Red Rock Canyon. As a Customer Success Coordinator, you work directly with advisors to help them get their marketing tools up and running as quickly and seamlessly as possible while offering guidance on design and functionality.

Clients 98

Clients Media Marketing Marketing 98

Trade Brains

FEBRUARY 28, 2024

From self-driving cars to personalized recommendations, Artificial Intelligence is secretly training itself to be your best Personal Assistant. Top AI Stocks with High FII Holdings #1 – Coforge Coforge is a leader in product engineering, that designs, consults, operates, and modernizes client systems across the world.

Engineering 100

Engineering Government B2B Clients 100