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Inside Information
MAY 30, 2023
I completely get why they would tell this to credulous writers; the public has increasingly shifted away from any taint of ‘sales’ in an advisor relationship, and the concept of hiring an advisor who puts their clients’ interests first (even if most people don’t understand the term ‘fiduciary’) is an attractant.
Indigo Marketing Agency
APRIL 5, 2023
Recently, Indigo’s very own Hugo Fernandez was featured in a webinar with Schwab Advisor Services. As CEO of Indigo Marketing Agency and author of The Client Acquisition Blueprint , Hugo has a wide range of knowledge about marketing for financial advisors. 2022 RIA Benchmarking Study from Charles Schwab, fielded January to March 2022.
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Sara Grillo
AUGUST 14, 2023
So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? 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.”
SEI
SEPTEMBER 6, 2022
Independent broker-dealer advisors. Independent trust companies. The US Department of Justice set a three-year strategic plan to bolster its cybersecurity posture and prioritized other improvements to its IT skills, systems, and processes. Contact us. IT professionals (US). vlaskowski. Cybersecurity.
Sara Grillo
OCTOBER 31, 2022
In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. This is super important for anyone looking to pick a good financial advisor. Form ADV Part I.
Sara Grillo
DECEMBER 12, 2022
Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! Should advisors be required to disclose fees in dollars each year and/or each time a product is sold? What obligation do advisors have, if any, to explain to clients the different fee models available to them?
Midstream Marketing
FEBRUARY 13, 2021
As someone who has devoted a large part of my life to helping financial services professionals generate leads and empower their marketing strategies, I’m well aware that RIAs in particular are ALWAYS looking for new sources of financial advisor leads. The Importance of Perspective in Lead Generation for Financial Advisors.
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