Indigo Marketing Agency

APRIL 26, 2021

You don’t have time to waste on “yet another book” that promises results but doesn’t deliver. To help you out, I’ve gathered a list of the top books for financial advisors. Look through the list below (or watch this video) and let me know which one you plan on reading first!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

The Big Picture

OCTOBER 17, 2023

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. What is that?

Investing 130

Investing Investments Clients Management 130

The Big Picture

MARCH 5, 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 not an official transcript. They are not like any other fund that you’ll hear me talk about.

Banking 141

Banking Portfolio Assets Investing 141

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. If you’re like most advisors, you’re likely starting to come up for air after the shock of the coronavirus pandemic. We’ll review: – How has the retirement landscape been affected by COVID-19? Save your spot today!

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Good Financial Cents

APRIL 14, 2023

This might sound disturbing, but this was actually far better than a survey CNBC reported on a few years ago that nearly 70% of Americans had $1,000 or less in savings. Personally, I don’t think it matters which statistical bucket you fall in to claim the following: making an extra $1,000 per month would dramatically improve your life.

Communication 90

Communication Investing Investments Accounting 90

Indigo Marketing Agency

APRIL 3, 2024

Reagen just won his second term and “Karma Chameleon” is number 1 on the charts. You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. And even then, do they even need it? And this is exactly why SEO is so important: it’s the phonebook ad of the 21st century.

Financial Services 52

Financial Services Financial Advisor Advertising Engineering 52

FMG

APRIL 6, 2023

The logo you show the world is the first impression your firm makes. That’s why you want to create a logo that shows off your brand’s personality and really connects with your audience. That’s a very heady description, but in short, it’s how others identify your brand. What Makes a Good Financial Advisory Logo?

Wealth Advisor 52

Wealth Advisor Management Financial Advisor Clients 52

AdvisorPR

FEBRUARY 4, 2022

While wealth management is a serious business, any opportunity to make it more personable and accessible will result in deeper relationships with your clients and new connections with spouses, children or others who may otherwise not engage with you in a meaningful way. Your clients need to know what you do and who you help early in the bio.

Media 52

Media Clients Education Certification 52

FMG

AUGUST 9, 2022

Do you want proof that niche marketing works? What is the future of media marketing? Be sure to give this one a read and keep your week going strong! Proof That Niche Marketing Works: Picking One of the Most Specific Niches With Jane Mepham (Ep. What you need to produce.

Media 52

Media Financial Advisor Economy Marketing 52

The Big Picture

JULY 4, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. What did you want to do with your life? And I didn’t know.

Management 141

Management Recruitment Numbers Banking 141

The Big Picture

FEBRUARY 28, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. They have a very thoughtful approach and a very long-term approach to making investments in the private markets. I think you’ll enjoy it. in Colorado.

Clients 141

Clients Investing Investments Assets 141

The Big Picture

MARCH 14, 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.

Economy 152

Economy Investing Investments Portfolio 152

The Big Picture

APRIL 18, 2023

You can stream and download our full conversation, including any podcast extras, iTunes , Spotify , Stitcher , Google , Bloomberg , and Omny. 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: Happy to have you.

Assets 152

Assets Investing Investments Valuation 152

Steve Sanduski

NOVEMBER 7, 2022

Ben Harrison is the Co-Head, Wealth Solutions at BNY Mellon | Pershing, one of the industry’s largest custodians. Ben identified 3 key areas that are on his radar: 1) advisory firm growth (or lack thereof), 2) attracting and retaining talent, and 3) managing your business in a future that may have more headwinds than tailwinds.

Financial Advisor 97

Financial Advisor Commission Clients Financial Services 97

FMG

OCTOBER 11, 2022

This week’s “Trending This Tuesday” is a good one as it touches on some really important aspects of your marketing. From the 14 things that can hurt your site’s SEO rankings, tips for generating an effective marketing plan, and more, be sure to give this one a read. .

Media 52

Media Financial Advisor Advertising Planning 52

The Big Picture

SEPTEMBER 26, 2022

? ?. The transcript from this week’s, MiB: Steve Case on AOL, Startups & Venture , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Startup 161

Startup Investing Investments Numbers 161