Indigo Marketing Agency

JANUARY 28, 2025

Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Trade Brains

NOVEMBER 16, 2023

Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. In this article, we will look at the Fedbank Financial Services Limited IPO Review 2023 and analyze its strengths and weaknesses. Crores in FY23.

Financial Services 59

Financial Services Banking Retail Management 59

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. And whilst on a relative basis, those assets outperformed what was going on in a lot of other private firms, you know, it was certainly, I think we had 169 positions on the book at the time. SALISBURY: At the simplest level we manage money for our clients.

Assets 299

Assets Clients Investments Investing 299

Indigo Marketing Agency

MARCH 19, 2025

With well-crafted, high-converting ads marketing your financial advisor services, you will attract the right audience and keep your schedule booked with highly qualified leads. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Midstream Marketing

DECEMBER 6, 2024

Explore how to reach potential clients by using educational content and CRM systems. It helps them connect with clients and grow their business. You will find tips to improve your online presence, attract more clients, and create successful campaigns. Clients now want financial advice online.

Marketing 52

Marketing Marketing Media Engineering 52

Abnormal Returns

APRIL 3, 2023

allaboutyourbenjamins.com) Brendan Frazier talks with Warren Berger about asking better (client) questions. wiredplanning.com) The biz Even before Fisher Investments' HQ move, Dallas-Fort Worth is already a hub for financial services firms.

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Steve Sanduski

NOVEMBER 8, 2023

Tobias’ new book is The Sound of the Future: The Coming Age of Voice Technology. Practical applications of next-gen voice tech in financial services , from ordering checks to scheduling client meetings. ” The biggest obstacle current voice tech has to contend with and how AI could solve that problem.

Financial Services 59

Financial Services Startup Consulting Education 59

NAIFA Advisor Today

MAY 19, 2023

Kathleen will discuss critical lessons from her book, Put Your Money to Work: A Woman’s Guide to Financial Confidence , in order to help more women with their finances with advice that was never taught in school.

Financial Services 98

Financial Services Clients Marketing Marketing 98

Midstream Marketing

DECEMBER 28, 2024

Introduction In todays challenging financial world, financial advisors must use smart marketing strategies to stand out and attract clients. By applying creative and attention-grabbing methods, financial advisors can enhance their marketing and get good results. In financial services, guerrilla tactics are very important.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And it was this combination of being, like I said, kind of geeky, kind of quanti, but then being client-facing. I want to be client-facing.

Clients 299

Clients Wealth Management Banking Investments 299

Indigo Marketing Agency

MARCH 5, 2025

Seminar Marketing for Financial Advisors Guide to Seminar Marketing for Financial Advisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financial advisor businesses spend a great deal of their marketing efforts promoting and hosting seminars. What is that reason?

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

DECEMBER 11, 2024

I’ve had numerous clients who’ve come to me with, uh, metabolic health problems with, uh, alcohol and other substance problems. And if you go out there, there’s a thousand books and there’s 10, 000 hours of podcasts focusing on health and wellbeing these days. And they begin to get those under control.

Food 147

Food Portfolio Management Marketing 147

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. billion in client assets.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Indigo Marketing Agency

FEBRUARY 10, 2020

Luckily, there’s a fantastic new book that can help. Bill Cates, bestselling author of Get More Referrals , has coached thousands of financial services professionals to figure out who they serve best and how to get more introductions to their ideal clients.

Financial Services 52

Financial Services Clients Marketing Marketing 52

Indigo Marketing Agency

APRIL 3, 2024

SEO for financial services won’t exist for another few decades. You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. The post Dominating Digital: Mastering SEO for Financial Services appeared first on Indigo Marketing Agency.

Financial Services 52

Financial Services Financial Advisor Advertising Engineering 52

Trade Brains

AUGUST 28, 2023

High Promoter Holding Stocks Under Rs 50 For our study, we’ll read about the business and operations of five companies from various industries such as power generation, financial services, and textiles. Furthermore, we’ll briefly talk about their financials. Price to Book Value 1.33 Price to Book Value 1.33

Banking 111

Banking Financial Services Government Manufacturing 111

NAIFA Advisor Today

MARCH 31, 2023

Kathleen Owings is the Principal and Financial Advisor of Westbilt Financial Group , an independent financial advisory firm providing comprehensive planning for clients wanting to achieve personal goals. In 2007, Kathleen began her career in the financial services industry with New England Financial.

Engineering 84

Engineering Financial Services Financial Advisor Insurance 84

Indigo Marketing Agency

APRIL 26, 2021

Explore the 12 Best Books for Financial Advisors. I’ve read hundreds of books for financial advisors over the years. As a financial advisor, I know you’re busy. You don’t have time to waste on “yet another book” that promises results but doesn’t deliver. The Best Books for Financial Advisors.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. That’s why I’m excited to share the top books for financial advisors in 2020. That’s why I’m excited to share the top books for financial advisors in 2020. Top Books for Financial Advisors in 2020. This book changes that.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Trade Brains

SEPTEMBER 7, 2022

Book Value (Rs.) Price to Book 1.2 Book Value (Rs.) Price to Book 2.9 EPL has 20 plants spread across 12 countries around the world producing 8 billion tubes every year for its 1200 clients. Book Value (Rs.) Stock P/E 574 Price to Book 6.0 Book Value (Rs.) Price to Book 20.8 ROCE 13.4%

Manufacturing 98

Manufacturing Financial Services Distribution Pharmaceutical 98

Trade Brains

SEPTEMBER 22, 2023

Top Indian Stocks held by JP Morgan Top Indian Stocks held by JP Morgan #1 – Metropolis Healthcare Metropolis Healthcare offers a broad range of diagnostic services, including super-specialty tests in oncology, neurology, gynecology, nephrology, and other fields. Price to Book Value (%) 6.52 Price to Book Value (%) 6.52

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

FMG

NOVEMBER 7, 2022

It’s an exciting but busy time of year, and in addition to getting gifts for friends and family, it’s important to think about what you are going to get your clients. Each year, we go to LinkedIn to discover some great of the best gifts advisors are giving their clients. Holiday Books. Below are some of our favorites.

Financial Advisor 59

Financial Advisor Clients CFP Estate Planning 59

Darrow Wealth Management

FEBRUARY 13, 2025

Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. This fiduciary duty is a cornerstone of their practice, providing clients with the confidence that their financial advisor is working solely for them.

Fee Only 52

Fee Only Financial Advisor Financial Planner Certified Financial Planner 52

Midstream Marketing

DECEMBER 10, 2024

Key Highlights We will discuss how to build a strong brand identity and use referrals to attract clients. Learn how to tailor your messages for different clients. Introduction In todays challenging market, financial advisors need strong financial advisor marketing strategies. They must attract potential clients attention.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Trade Brains

AUGUST 11, 2023

EPS ₹9 Stock P/E 5 RoE 389% RoCE 482% Promoter Holding 66% Book Value ₹7 Debt to Equity 0.00 Price to Book Value 6.00 Furthermore, it is a debt-free stock with an attractive P/E ratio of 5 and price to book value ratio of 6. Book Value ₹118 Debt to Equity 0.10 Price to Book Value 0.66 Price to Book Value 0.66

Pharmaceutical 98

Pharmaceutical Financial Services Sales Consulting 98

Investment Writing

OCTOBER 31, 2022

On this blog, and in my financial blogging book , I suggest how to narrow down your audience. Financial writers often lack contact with their targets, a challenge I address in “ How to capture investment client questions when you lack access? For example, are your readers potential clients?

Education 104

Education Commission Clients Financial Services 104

Trade Brains

JULY 2, 2023

Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 Stock P/E 44 RoE 3.47% RoCE 4.01% Promoter Holding 5.44% Book Value ₹1.06 Price to Book Value 0.92 Established in 1994, Visagar Financial Services is a non-banking financial company (NBFC) in the investment and financial services industry. .)

Financial Services 59

Financial Services Education Investments Investing 59

Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Look into digital marketing steps like boosting your website and email marketing to get new clients.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

The Big Picture

MARCH 4, 2025

I literally sat next to the, the managing director that I worked for and would listen in on all the client calls and sort of, you understand much more quickly how to handle specific situations. So that has definitely driven a lot of activity overall and something that we spend a lot of time talking about with our, with our clients.

Banking 130

Banking Economy Startup Marketing 130

Trade Brains

SEPTEMBER 28, 2023

Over the years, the company’s order book has been increasing its proportion of public orders. As of now, the order book stands at 70% Public orders worth Rs. Cr Price to Book Value 1.33 Of the projects in its order book, super high rise make up 81%, high rises comprise 8% and the rest being everything else mentioned above.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

eMoney Advisor

MARCH 1, 2023

1 In my fifteen years in the financial services industry, I have observed that women are often much more impacted by the financial decisions being made earlier on, whether that’s due to a divorce, outliving their spouse, or choices made in their career.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

FMG

OCTOBER 5, 2023

It’s an exciting but busy time of year, and in addition to getting gifts for friends and family, it’s important to think about what you are going to get your clients. So, what are some great client gift ideas to thank them for the great year that you have had? 15 Client Gift Ideas Financial Advisors Can Use This Holiday Season 1.

Clients 52

Clients CFP Financial Advisor Wealth Advisor 52

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. RITHOLTZ: It was just Franklin. RITHOLTZ: Right.

Management 222

Management Investments Investing Assets 222

Trade Brains

DECEMBER 14, 2023

The firm has a presence in 36 countries with clients across the Americas, Europe, Asia, Australia, and EMEA. Top Indian Stocks held by BlackRock #1 – Infosys Infosys is a global leader in digital services and consulting. The Company successfully secured its first client Data Basics Corporation, in New York the same year.

Consulting 113

Consulting Banking Insurance Retail 113

Trade Brains

FEBRUARY 26, 2023

Book Value ₹185 Debt to Equity 0.00 Price to Book Value 4.09 Book Value ₹50 Debt to Equity 0.53 Price to Book Value 16.90 Net Profit Margin 18% Operating Profit Margin 24% Founded in 2011 by Ashok Soota, Happiest Minds is an IT solutions & services company. and price to book value ratio of 18.2.

Retail 98

Retail Manufacturing Insurance Sales 98

Sara Grillo

NOVEMBER 13, 2023

Today I’ve got Joanne Giardini-Russell to talk about why transitioning to Medicare is a big deal and how to help your clients avoid the common Medicare mistakes. It makes them look good and helps the clients. The impact of their healthcare choices on their financial plan – healthcare is a large line item. A good referral.

Clients 59

Clients Financial Advisor Healthcare Insurance 59

Trade Brains

JULY 28, 2023

Best Low PE Penny Stocks #1 – BN Rathi Securities BN Rathi Securities Ltd is a stock broking firm that provides integrated services including the entire spectrum of activities relating to financial market transactions. Book Value (In Rs) 38.35 Price to Book Value 0.79 Book Value (In Rs) 38.35 ROE (in %) 19.3

Manufacturing 97

Manufacturing Sales Financial Services Investments 97