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.

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Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

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Financial Advising Compliance Advertising Marketing 243

Midstream Marketing

NOVEMBER 5, 2024

Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. Explore different social media platforms that financial advisors can use, like LinkedIn, Twitter, Instagram, and Facebook. Many potential clients look online for information.

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Media Financial Advisor Marketing Marketing 52

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Financial Planner 243

Financial Planner Retirement Communication Financial Advisor 243

Indigo Marketing Agency

FEBRUARY 24, 2024

There are several key reasons why utilizing the immense knowledge and experience of a digital agency for financial advisors isn’t just smart—it’s crucial for you to build a successful business. Improved Trustworthiness A financial advisor digital agency builds solid trust and reliability with viewers.

Financial Advisor 52

Financial Advisor Advertising Compliance Media 52

Indigo Marketing Agency

JANUARY 3, 2024

Businesses and individuals keen on business and personal financial growth will constantly require the services of a financial advisor. With the current technological advancements and access to the internet, you will need to tap into the extensive online market for clients as a financial advisor.

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Financial Advisor Marketing Marketing Advertising 52

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

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FMG

OCTOBER 4, 2023

Creating a financial advisor marketing campaign is one of the best ways for financial advisors to get their names out to the public, whether they’re new advisors wanting to attract potential clients’ attention or already established firms looking to grow. Do you want to attract new clients?

Financial Advisor 52

Financial Advisor Marketing Marketing Advertising 52

Midstream Marketing

OCTOBER 30, 2024

Key Highlights A referral program helps financial advisors grow their businesses. It’s important to offer great rewards and make it easy for clients to refer their friends. Introduction In the busy area of financial advisory services, getting new clients is important for success.

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Financial Advisor Marketing Marketing 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

FEBRUARY 1, 2024

These days, everyone seems to be advertising on social media. So, as a financial advisor, you may be wondering if it makes sense to invest your marketing dollars in Facebook Ads. Whichever camp you’re in, you’re likely pondering this one question: Do Facebook Ads work for financial advisors?

Financial Advisor 52

Financial Advisor Clients Advertising Budgeting 52

Indigo Marketing Agency

AUGUST 13, 2024

Being a financial advisor is a lot of things, but it’s not glamorous. But by advertising smarter, you end up working less and succeeding more. Consider a financial advisor with 100 existing clients averaging $1M in assets each. responding to emails, creating content, or preparing client reports).

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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. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!

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CFP Clients Certification Financial Advice 246

Indigo Marketing Agency

JULY 1, 2024

Do you find it hard to stand out in a crowded market as a financial advisor? Find out how a top digital marketing agency for financial advisors like Indigo Marketing Agency can help your business grow. Why Choose a Specialized Marketing Agency for Financial Advisors?

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

FMG

JULY 26, 2023

Harnessing the Power of Twitter Marketing for Financial Advisors It’s well known that people love to use social media around the world. In our case, financial advisors use it to connect and engage with their audience. Highlighting the importance of financial advisors using Twitter marketing to grow their companies.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

FMG

AUGUST 24, 2022

Financial advisors have to face plenty of challenges in their pursuit of success. Being a financial advisor is a tough gig despite both triumphs and failures. What separates good financial advisors from great ones is their ability to build and enact marketing plans. Set Goals for Yourself.

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FMG

AUGUST 9, 2023

Financial advisors are always looking for new ways to boost their social media lead generation, but that can be easier said than done. This article will provide tips and strategies that advisors can use to boost their social media lead generation. Here are 6 Social Media Lead Generation Strategies for Financial Advisors: 1.

Media 52

Media Financial Advisor Advertising Clients 52

Nerd's Eye View

FEBRUARY 1, 2023

Financial advisors who pay third parties to solicit or refer prospective clients to generate new business have historically been subject to the SEC’s Cash Solicitation Rule. These requirements include ensuring that promoters are eligible to receive compensation for testimonials or endorsements (i.e.,

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Compliance Advertising Marketing Marketing 195

Nerd's Eye View

NOVEMBER 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that FINRA has issued a proposal to allow broker-dealers to advertise hypothetical performance data to institutional and high-net-worth investors, which would bring the rules for broker-dealers largely in line with (..)

Financial Planner 241

Financial Planner Communication Insurance Advertising 241

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives.

Clients 189

Clients Financial Advice Financial Planning Planning 189

Indigo Marketing Agency

JUNE 7, 2024

Financial advisors can leverage this tool to connect with clients, build trust, and grow their business. But many advisors fall into common traps that hinder their social media success. At Indigo Marketing Agency, we specialize in helping financial advisors optimize their marketing strategies.

Media 52

Media Financial Advisor Compliance Advertising 52

FMG

FEBRUARY 28, 2024

Financial advisors always search for new ways to enhance their content and increase their outreach. Blogs allow advisors to create short-form informational writing pieces, while videos are more engaging and entertaining. That’s why we’ll be showcasing our best advisor websites with podcasts.

Financial Advisor 52

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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

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives.

Clients 165

Clients Financial Advice Financial Planning Planning 165

Nerd's Eye View

SEPTEMBER 15, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates financial advisors are the most trusted source of financial advice for consumers across generations, and are particularly trusted among wealthier individuals.

Financial Planner 239

Financial Planner Retirement Retirement Planning Advertising 239

FMG

JULY 19, 2023

Harnessing the Power of Facebook Marketing for Financial Advisors Social media has become a powerhouse for those looking to market to their audience, connect with clients, and increase overall engagement with their customers. And on average, those new client pickups added nearly $4.9 million in assets.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Nerd's Eye View

JULY 31, 2024

For SEC-registered financial advisors, the prospect of an upcoming examination by the SEC can be a source of high anxiety.

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Compliance Ethics Advertising Clients 236

Nerd's Eye View

AUGUST 25, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent CFP Board survey indicates that consumers do not expect AI tools to replace human financial advisors, but rather supplement advisors' work.

Financial Planner 233

Financial Planner Retirement Retirement Planning Advertising 233

FMG

FEBRUARY 27, 2023

We get the pleasure of building website for a variety of financial advisors, including these amazing female-led firms. Guelich Capital Management’s team focuses on designing customized strategies to organize all facets of the financial lives of their clients. Steven Guelich, CFP®, WMPC®.

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Financial Advisor CFP Financial Planning Wealth Management 98

FMG

APRIL 10, 2024

Social media marketing has become a reliable tool for any business or advisor trying to reach a target audience. billion social media users across the world , it’s no shock financial advisors are casting their nets into the social media ocean. With an estimated 4.9

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Media Financial Advisor Advertising Accounting 52

Nerd's Eye View

DECEMBER 27, 2023

Financial advisors have a fiduciary obligation to act in their clients' best interests, and at the same time are prohibited by state and SEC rules from making misleading statements or omissions about their advisory business.

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Financial Advice Communication Compliance Clients 222

Nerd's Eye View

JUNE 16, 2023

Among other highlighted areas of interest, the regulator also flagged whether certain “ineligible persons” have been compensated for testimonials or endorsements and advisors’ use of third-party ratings in advertisements.

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Financial Planner Advertising Clients Taxes 231

Sara Grillo

NOVEMBER 25, 2024

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 a CFA® charterholder and financial advisor marketing consultant.

Insurance 52

Insurance Financial Advisor Consulting Clients 52

Million Dollar Round Table (MDRT)

APRIL 25, 2024

By Bryce Sanders It is easy to think the financial services industry is engaged in a race to the bottom when there are ads telling people they can trade stocks “for free.” This advertising appeals to DIY buyers, but it doesn’t appeal to everyone. Why should clients feel comfortable paying for financial advice?

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Risk Tolerance Financial Advisor Asset Allocation Advertising 86

BlueMind

MARCH 25, 2022

The same can be said for financial advisors looking for quality leads as opposed to simply generating leads. This article covers some key aspects and how to use Facebook Ads for financial advisors. Related: 9 Ways Financial Advisors can Use LinkedIn to Grow Clients.

Financial Advisor 52

Financial Advisor Advertising Insurance Financial Advice 52

FMG

FEBRUARY 3, 2023

Content marketing has always been a big part of any financial advisor’s marketing experience. What’s more, whether they’re trying to attract potential clients or keep current ones up-to-date, financial advisors can also use content marketing to boost SEO and improve their SERP (Search Engine Results Page) rank.

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Financial Advisor Marketing Marketing Media 52

Nerd's Eye View

DECEMBER 20, 2022

Welcome back to the 312th episode of the Financial Advisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. My guest on today's podcast is Emily Rassam.

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