Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

Financial Planner 209

Financial Planner Compliance CFP Clients 209

Nerd's Eye View

SEPTEMBER 21, 2023

Regardless of the size of a financial advisory firm, clients are a constant necessity to sustain a profitable business. As a starting point, there are unconventional marketing principles that can help advisors who do not want to engage in traditional marketing campaigns to effectively attract and acquire clients.

Advertising 207

Advertising Clients Financial Advisor Communication 207

Advisor Websites

APRIL 28, 2022

If you are a financial advisor looking to attract more business, there are several strategies that you can adopt to help you stand out above your competitors.

Financial Advisor 52

Financial Advisor Financial Advising 52

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. SEO tactics, drip marketing campaigns, and online advertisements). SEO tactics, drip marketing campaigns, and online advertisements).

CFP 245

CFP Clients Certification Financial Advice 245

Advisor Websites

NOVEMBER 4, 2022

After that, it comes down to using the correct keywords to personalize and improve your website's search engine optimization (SEO). SEO is a crucial element of your digital strategy because it functions as the magnet for your website, drawing in your prospects.

Engineering 94

Engineering Financial Advisor Clients Marketing 94

Conneqtor

NOVEMBER 20, 2022

Of all the challenges you were prepared to face as a financial advisor, search engine optimization, or SEO, probably didn’t even feature in your top ten list, right? I know it took me by surprise. But to thrive in the digital world we live in, you’ve got to think about your marketing and all the… Read More »

Financial Advisor 52

Financial Advisor Engineering Marketing Marketing 52

Nerd's Eye View

MAY 2, 2023

Welcome back to the 331st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jake Northrup. Jake is the Founder of Experience Your Wealth, an independent RIA based in Bristol, Rhode Island, that advises 78 client households with a 3-person team supporting more than $550,000 of ongoing revenue.

Financial Advisor 216

Financial Advisor Financial Planning Clients Planning 216

Indigo Marketing Agency

APRIL 16, 2024

It used to be that if you were a financial advisor, all you needed was a website to have credibility in the marketplace. This endeavor is called search engine optimization, or SEO for short. Not all SEO pertains to the visible content of the site either. But times have changed.

Financial Advisor 52

Financial Advisor Engineering Education Communication 52

XY Planning Network

MARCH 20, 2023

SEO might be one of the most daunting marketing acronyms you’ll come across. SEO for financial advisors can be even more complex. Likely you’re a financial advisor and business person first and a marketer second, which is why the thought of learning a whole new field of expertise might make you hesitate.

Financial Planner 65

Financial Planner Financial Advisor Marketing Marketing 65

Twenty Over Ten

JUNE 1, 2022

Choosing the best website provider for your financial planning business can be tricky with so many options. You will find an array of price points, support, and features, but one key element that is crucial to pay close attention to…

Financial Advisor 52

Financial Advisor Financial Planning Planning 52

Nerd's Eye View

AUGUST 30, 2022

Welcome back to the 296th episode of the Financial Advisor Success Podcast ! Ed is the founder of Healthy Love & Money, a financial therapy practice in Charlotte, North Carolina that helps couples and families uncover and understand the roots of their underlying financial conflicts.

Clients 176

Clients Financial Advisor Financial Services Education 176

Twenty Over Ten

MAY 26, 2022

As a financial advisor, it can be difficult to market your firm and get your message out, especially with the rules and regulations that come with working within the financial industry. However, with the recently passed SEC rule on advertising,…

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Indigo Marketing Agency

JUNE 22, 2023

As a financial advisor, you understand the importance of getting noticed in today’s competitive landscape. Introducing our comprehensive SEO checklist tailored specifically for financial advisors like you. The Importance of Local SEO Why focus on local SEO, you ask? Your future success starts here.

Financial Advisor 52

Financial Advisor Engineering Financial Advice Clients 52

Indigo Marketing Agency

FEBRUARY 12, 2024

In today’s dynamic financial landscape, the role of financial advisors extends beyond traditional financial planning to include effective digital marketing strategies. In this blog post, we answer the question “How do financial advisors market themselves?”

Financial Advisor 52

Financial Advisor Marketing Marketing Advertising 52

Indigo Marketing Agency

DECEMBER 15, 2023

In the ever-changing world of financial advisor marketing, success boils down to embracing strategies that convert prospects, minus the old-school pushy sales pitches. Today, let’s dive deep into what makes our Total Marketing Package tick—consider it our secret sauce for catapulting financial advisors into unprecedented growth.

Financial Advisor 52

Financial Advisor Clients Media Retirement Planning 52

Indigo Marketing Agency

SEPTEMBER 18, 2023

Through this partnership, Indigo’s clients will benefit from Wealthtender’s state-of-the-art digital tools, further solidifying Indigo’s role in financial advisor marketing. This collaboration aims to redefine the way independent financial advisors expand their digital footprint and engage potential clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Consulting 52

Nerd's Eye View

OCTOBER 25, 2022

Welcome back to the 304th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Chad Chubb. Chad is the founder of WealthKeel, an independent virtual RIA based in Tampa, Florida that advises on over $100 million of assets for 110 client households. Read More.

Clients 130

Clients Financial Advisor Communication Financial Planning 130

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. Though the webinar itself has a strong emphasis on attracting “cold leads” (i.e.,

Financial Advisor 52

Financial Advisor Clients Engineering Marketing 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. Financial advisor in Los Angeles, CA).

Engineering 52

Engineering Financial Advisor Clients Financial Planning 52

eMoney Advisor

APRIL 20, 2023

And while there is endless information available to help people answer their questions about money, financial professionals can position themselves online to reach those who are seeking additional support. The key is ensuring you and your business show up when consumers are looking for financial advice.

Advertising 74

Advertising Financial Advisor Engineering Financial Planning 74

Indigo Marketing Agency

FEBRUARY 24, 2024

As people flock to Google for financial advice, it’s more important than ever to stand out from your rivals. That’s why Search Engine Optimization (SEO) is crucial for financial advisors aiming to attract organic traffic. SEO helps fine-tune your online presence to rank higher on search engines like Google.

Wealth Management 52

Wealth Management Management Engineering Marketing 52

Steve Sanduski

NOVEMBER 21, 2023

He’s currently Executive-in-Residence at Great Hill Partners , Executive Director and Board Member at Datalign Advisory , and Board Advisor at Testimonial IQ. In a Nutshell: Before recording this episode, I prompted ChatGPT-4 to “Play the role of a financial advisor marketing expert. Download a free example.)

Media 59

Media Marketing Marketing Planning 59

Sara Grillo

MARCH 22, 2024

Google tips for financial advisors Social media mistakes to avoid LinkedIn is about energy Get psyched and go do it! If you are a financial advisor seeking marketing tips, I’ve got some stuff for ‘ya. Here are some blogs that can help. Alright that’s all for now. Did you sign up for my daily newsletter ?

Financial Advisor 52

Financial Advisor Media Clients Marketing 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

Indigo Marketing Agency

APRIL 28, 2023

Unfortunately, this is the most common headline I see for advisors. For advisors, this means being careful about your designations and acronyms. Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective.

Certified Financial Planner 130

Certified Financial Planner Wealth Management Financial Advisor Consulting 130

FMG

DECEMBER 21, 2022

This article will go over ways to improve and track your SEO using specific tools. The following tools were selected to help financial advisors and, in our experience, offer the best benefits without adding additional costs. The Best SEO Tool for the Job. For this guide, we will be using the Domain box.

Financial Advisor 52

Financial Advisor Engineering Accounting Numbers 52

Advisor Websites

JUNE 1, 2022

Creating a consistent stream of new, high-quality content might be overwhelming for a financial advisor. While publishing content regularly is good for SEO and exposure, it might be time-consuming and challenging for an advisor who prefers to work with figures rather than words.

Financial Advisor 52

Financial Advisor Marketing Marketing 52

Sara Grillo

FEBRUARY 2, 2024

I wrote this blog in response to a question I got from a financial advisor. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. 1 The first thing is displaying knowledge of local financial systems. . #1

Clients 52

Clients Financial Advisor Media Consulting 52

FMG

MARCH 22, 2023

Whether advisors want to boost their SEO, increase site traffic, or generate leads, blogs always help. These are just some of the reasons that you see so many financial advisors starting to add blogs to their regular content schedule. In addition, 60% of companies that blog see higher customer acquisition.

Financial Advisor 52

Financial Advisor Engineering Wealth Advisor Retirement 52

Indigo Marketing Agency

APRIL 28, 2023

Financial Advisor Bio Most financial advisors haven’t completely filled out their LinkedIn profiles. Writing a LinkedIn bio for financial advisors can be the most difficult type of writing, yet a great bio is critical when attracting prospects online. Do you simplify their financial picture?

Financial Advisor 98

Financial Advisor Clients Compliance Wealth Management 98

Indigo Marketing Agency

OCTOBER 9, 2023

Financial advisors are always looking to rank higher in Google search results. Join Indigo CEO Hugo Fernandez in this quick video as he gives a high-level overview on how Google search works and discusses strategies related to SEO, paid advertising, and consistently posting to rank higher. But the common question is “How?”

Financial Advisor 52

Financial Advisor Wealth Management Advertising Management 52

Indigo Marketing Agency

JULY 8, 2023

Summer is here, and if you’re a financial advisor, you’re probably dreaming of sandy beaches, picturesque sunsets, and sipping refreshing tropical beverages. SEO Package : Dominate Google search with our SEO expertise. The post Dive Into Summer With Our Total Marketing Package for Financial Advisors! ??‍♀️

Financial Advisor 69

Financial Advisor Marketing Marketing Distribution 69

FMG

JUNE 13, 2023

The Financial Advisor’s Guide To Writing Blogs That Grab Your Audience’s Attention via Advisorpedia Writing and publishing educational blogs on your firm’s website is an incredible investment. It not only showcases your expertise but brings others to your website which boosts SEO and ultimately can grow your business.

Media 52

Media Financial Advisor Communication Education 52

Indigo Marketing Agency

NOVEMBER 23, 2020

Indigo Marketing Agency’s marketing expert Claire Akin and BuddyIns CEO Marc Glickman recently joined forces in a new webinar, Do You Know SEO? During this webinar, Claire and Marc share secrets to SEO success. Why SEO is important for more than just leads. The post Do You Know SEO? Register for the webinar here.

Financial Advisor 52

Financial Advisor Engineering Clients Media 52

Indigo Marketing Agency

SEPTEMBER 15, 2023

As the year rapidly approaches its end, there’s a sense of urgency in the air—a sense that time is slipping away, and you must seize the moment to elevate your marketing and ensure your financial advisory practice thrives in 2024 and beyond. SEO Package: Dominate Google search results. The clock is ticking, and now is the time to act.

Marketing 52

Marketing Marketing Financial Advisor Media 52

Midstream Marketing

MARCH 21, 2023

In my conversations with financial advisors, I am surprised that many don’t realize the potential AUM (assets under management) growth that is possible for their firm through the Google Local Pack. This could be a potential goldmine for scheduling consultations with quality prospects ready to talk to an advisor.

Financial Advisor 52

Financial Advisor Investment Advisor Consulting Advertising 52

Indigo Marketing Agency

AUGUST 24, 2020

Marketing for financial advisors can be frustrating because no one really tells you what works and what doesn’t. When I talk to advisors who are investing heavily in their marketing and not seeing results, I often find out they’re paying exorbitant prices for certain services. 800 a month on SEO. You need SEO.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52