Indigo Marketing Agency

DECEMBER 19, 2022

Ron is a household name among financial advisors and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. Ron was also a guest on Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. billion in client assets. Peter Lazaroff.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Sara Grillo

DECEMBER 11, 2023

There are a lot of people who consider their fees low but here’s a financial advisor who claims to be charging 60-80% lower fees than the “full-service” wealth management firms who are his competition. What does low fee financial advice actually look like, from the inside? Does he actually do this? Don’t be fooled!

Financial Advisor 59

Financial Advisor Financial Advice Wealth Management Consulting 59

Sara Grillo

JANUARY 3, 2025

He started as the Gracious Out Mark found that only two out of 10 calls he received actually fit the model of the traditional financial advisor firm he used to work for. For the sake of conversation, lets assume that by traditional we mean assets under management or commission style firms. and now I am getting paid for half of my time?

Financial Planning 59

Financial Planning Planning Financial Advice Financial Advisor 59

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Focus on short-term goals.

Financial Planning 95

Financial Planning Clients Planning Education 95

Sara Grillo

OCTOBER 10, 2022

According to Veres, the revenue model and the value proposition are the most confusing things for the public when it comes to financial advice. No longer will ‘asset gatherers’ and salespeople in the brokerage world be able to wear the sheep’s wool of the real professionals. The future of financial advice.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planning Fee Only 52

Don Connelly & Associates

APRIL 3, 2023

Clearly, the financial advisory industry is undergoing a major transformation. Technological advances and the democratization of investing has virtually commoditized financial advice to the detriment of advisors who continue to languish in brand obscurity.

Financial Advisor 52

Financial Advisor Financial Advice Clients Assets 52

Gen Y Planning

AUGUST 1, 2023

From social media to texts, phone calls, emails, and news alerts—it’s incredible how much information we process regularly. So when it comes to handling your finances, it’s natural to think that the information you hear repeatedly is the best advice to follow. Every day, you’re inundated with information. Well, not quite.

Insurance 98

Insurance Retirement Clients Financial Advice 98

FMG

OCTOBER 6, 2022

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. That’s a lot of financial advice and staff to manage — not to mention a lot of names, anniversaries, and meetings to remember. Social Media Tools.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

MAY 24, 2024

But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Don’t be fooled! I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Financial Services 52

Good Financial Cents

APRIL 19, 2023

When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Become A Social Media Influencer Semi-Passive Side Hustles 15. When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Now let’s get started.

Accounting 105

Accounting Investments Investing Media 105

Sara Grillo

MARCH 13, 2023

Alternative asset classes, physical gold, different realms of fixed income, ETFs that use options strategies for downside protection, and other innovative ETFs may become more popular. The way an ETF trades, there is a value based intrinsically on the underlying assets. People say that ETFs are the Silicon Valley of asset management.

Financial Advisor 59

Financial Advisor Assets Management License 59

Sara Grillo

AUGUST 14, 2023

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. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Indigo Marketing Agency

AUGUST 22, 2024

To utilize this client retention strategy, go beyond mere financial advice by listening actively, showing empathy, and asking about client concerns, aspirations, and feedback. Effective client retention strategies can enhance client loyalty and contribute to the overall growth and stability of a financial advisory business.

Financial Advisor 52

Financial Advisor Clients Communication Education 52

Midstream Marketing

AUGUST 13, 2024

These include finding your target audience and using social media, as well as offline marketing methods. You can find useful tips for email marketing, being active on social media, networking, and hosting seminars to reach more people. Financial advisors must change how they market to reach their target audience better.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Clever Girl Finance

NOVEMBER 22, 2022

To keep their victims in a financially dependent relationship, abusers generally use two forms of coercion: Limiting the victim’s access to money or making money. Sabotaging the victim’s financial life or wellbeing. Restricting access to funds or assets. Demanding that all assets and accounts be in the abuser’s name only.

Accounting 90

Accounting Banking Planning Certification 90

Gen Y Planning

FEBRUARY 1, 2024

From social media to texts, phone calls, emails, and news alerts—it’s incredible how much information we process regularly. So, when it comes to handling your finances, it’s natural to think that the information you hear repeatedly is the best advice to follow. Every day, you’re inundated with information. You don’t pay property taxes.

Insurance 52

Insurance Financial Advice Accounting Clients 52

Sara Grillo

DECEMBER 12, 2022

This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. Doug Twiddy.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

APRIL 21, 2022

I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgement of morality, and it is my goal to overshadow any media voice that claims as such. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

Ethics 52

Ethics Financial Advisor Clients Management 52

Sara Grillo

JUNE 2, 2022

I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. Selling a product does not equal financial advice.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Envision Wealth Planning

MAY 23, 2022

I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgment of morality, and it is my goal to overshadow any media voice that claims such. Ethics matter in financial advice! Our fee is a fixed flat fee for ongoing investment management and financial advice and guidance as needed.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Good Financial Cents

JULY 21, 2022

But they have since expanded their product menu to include banking, investing, retirement, financial advice, and other services. Beginner provides a personal portfolio, investing advice, bank access, and $1000 in life insurance for a monthly fee of $1. USAA started back in the 1920s, primarily offering insurance products.

Accounting 98

Accounting Commission Investments Investing 98

Sara Grillo

APRIL 25, 2022

The convergence was really between my first-hand experience as a freelancer, my personal connection with the industry, and the feasibility of offering fee-only financial planning to a segment of the population with little to no investable assets that has traditionally been ignored. How are you getting COIs involved?

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Indigo Marketing Agency

MAY 5, 2020

And we do everything from run their website, create their content, help them create webinars, do all of their social media postings. But no doubt that individuals have amassed a large amount of assets in their, what we call concentrated wealth at work or their retirement plans.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The benefits of advice-only financial planners. He does not take discretion of client assets.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

JUNE 6, 2023

SETHI: And all these this media about how the stock market was going up 15 percent a week. Media subscription should be free. Every time I do media, the predominant question is, times are tough, things are crazy, how do we get by? Have I managed my asset allocation and my investment fees? RITHOLTZ: Sure. RITHOLTZ: Yes.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

International College of Financial Planning

SEPTEMBER 3, 2021

Financial planners plan and manage your portfolio in a way that saves your time. You can hand over 1% of your annual assets to financial advisors and in return, you will be getting more and more bunch of advice. A financial advisor is someone who helps manage your money by planning for your future.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

APRIL 11, 2022

And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). He does not take custody of assets or have discretion. His service focuses solely on advice.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Darrow Wealth Management

NOVEMBER 5, 2024

It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. At any time before and right after issuance, the company’s aggregate gross assets were less than or equal to $50 million ¹. Generally, gross assets mean cash and adjusted tax basis in property held by the issuing corporation.

Taxes 62

Taxes Wealth Management Tax Planning Assets 62

Sara Grillo

AUGUST 26, 2024

I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. In early 2015, Scott sold his ownership interest in the firm.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Sara Grillo

OCTOBER 7, 2024

In this podcast we interview Jamie Menges of PDS Planning, a multi-advisor flat fee RIA firm with $1.7BB in assets under management. I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. Flat fee firms are not all solo lifestyle practices!

Clients 59

Clients Financial Advisor Consulting Management 59

The Big Picture

APRIL 25, 2023

They’re almost a billion dollars in assets. There’s no doubt in my mind, as having run a firm that was $90 million in assets, the one that is coming where $3 and eventually $4, when the last deal closes, a billion dollars is a lot of assets. I have half a billion dollars in assets. RITHOLTZ: Right?

Compliance 162

Compliance Clients Wealth Management Management 162

Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. FTX custodied everyone’s assets. “It’s just basically nothing.”

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

MAY 8, 2023

If you see the IUL grifters on TikTok claiming an IUL policy is better than a 401k, or that is has upside potential with downside protection, a “can’t lost money asset”, or “privatized banking” you’ll know why the outrage is well deserved. Then how come it’s sold as “can’t lose money asset” and other BS claims?

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

NOVEMBER 14, 2022

And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. And if you are seeking marketing advice… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. He started Firstmetric a few years later.

Insurance 59

Insurance Retirement Financial Advisor License 59