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.”

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

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.

Engineering 52

Engineering Financial Advisor Clients Financial Planning 52

International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? Do you need a special qualification to become a financial advisor?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Midstream Marketing

FEBRUARY 11, 2021

Of course you have – it’s happened to most financial advisors. In my experience, the best way to do this involves really building a marketing strategy for your RIA firm that is not only future proof, but that also exists totally independently on top of the efforts of whatever vendor you choose to use.

Financial Advisor 52

Financial Advisor Advertising Clients Accounting 52

Indigo Marketing Agency

JANUARY 17, 2022

To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022. I recommend listening to his Top Advisor Podcast to hear some of his insights and recommendations.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. RITHOLTZ: Sure.

Management 215

Management Investing Investments Assets 215

Midstream Marketing

DECEMBER 19, 2020

Financial advisors, RIAs and other professionals have always been looking for new ways to grow their assets under management, but over the last few months more of them than ever have been open to the idea that they now need to go digital. Do Facebook Ads Really Work for Financial Advisors?

Financial Advisor 52

Financial Advisor Advertising Financial Services Media 52

The Big Picture

JANUARY 30, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. They’re now over $40 billion.

Media 143

Media Wealth Management Investing Investments 143

Steve Sanduski

APRIL 18, 2023

Guest: Amit Dogra , President and COO of tru Independence. tru offers an open architecture platform that provides a full suite of services that advisors need to manage and grow their business effectively. The question tru Independence is asking itself as it redefines its purpose. The mentors who have helped shape his thinking.

Clients 96

Clients Management Numbers Investing 96

Diamond Consultants

MARCH 19, 2024

There are several questions advisors routinely ask us about the changes we see in the wealth management industry as they relate to advisor movement and deals. Which business models are advisors finding most attractive? So, we created our own. After all, when advisors are enjoying the status quo, why upset the apple cart?

Recruitment 52

Recruitment Wealth Management Numbers Clients 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! He did the opposite.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio. RITHOLTZ: Right.

Compliance 154

Compliance Wealth Management Clients Management 154