Indigo Marketing Agency

DECEMBER 11, 2024

How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls. If that sounds like a lot, dont worry.

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Nerd's Eye View

JULY 25, 2024

While that scenario has yet to materialize as initially feared, the fact remains that transitions do occur on a regular basis, often as older advisors either sell their practices in one fell swoop or gradually offload part of their book while still staying engaged with a smaller group of core clients.

Communication 172

Communication Clients Financial Planning Planning 172

The Big Picture

JULY 23, 2022

We discuss how he launched a PE company in his dorm at Stanford’s GSB, and proceeded to “make every mistake in the book.” ” But his investors stayed with him, impressed by his communication throughout the rough period. Graham Weaver’s favorite books.

Communication 310

Communication Investments Investing Marketing 310

Abnormal Returns

FEBRUARY 22, 2024

Books A Q&A with Kara Swisher author of "Burn Book: A Tech Love Story." aeon.co) Communication A changing climate requires skilled communicators to explain what is going on. thehustle.co) Investing The case for venture capital. notboring.co) Crypto was ultimately a big con.

Communication 266

Communication Investing Investments 266

Abnormal Returns

SEPTEMBER 28, 2023

Books An excerpt from "Optimal Illusions: The False Promise of Optimization" by Coco Krumme. engadget.com) An excerpt from Michael Wolff's new book, "The Fall: The End of Fox News and the Murdoch Dynasty." bigthink.com) Animal communication is more sophisticated than commonly thought.

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Communication Economics Management Marketing 276

A Wealth of Common Sense

MARCH 15, 2025

On today’s Talk Your Book, we are joined by Charles Duhigg, Author of Supercommunicators: See here for a copy of Supercommunicators On today’s show, we discuss: What it means to be a Supercommunicator Charles’ inspiration for the book Reader’s largest lightbulb moment Can AI communicate as well as humans?

Communication 52

Communication 52

Abnormal Returns

JANUARY 18, 2024

Books An excerpt from "Fluke: Chance, Chaos, and Why Everything We Do Matters" by Brian Klass. theatlantic.com) An excerpt from Lisa Whittington-Hill’s new book, "The Go-Go’s: Beauty and the Beat." newyorker.com) Scientists are using AI to try and decipher how animals communicate. bloomberg.com) In praise of experimentation.

Food 261

Food Communication Media 261

Trade Brains

JULY 27, 2022

Tata Communications Vs Tata Teleservices: The Tata Group is one of the oldest and most prestigious business groups in India. Two companies -Tata Communications and Tata Teleservices in the telecom and media sector have given multibagger returns in the past five years. Tata Communications. Keep reading to find out! Data Business.

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Communication Engineering Government Media 113

The Big Picture

MAY 20, 2023

As president, she is responsible for corporate sustainability and responsible investing; Man Solutions and Man FRM; central trading, funds treasury and bank relationships; operations; financial crime; corporate real estate; and communications. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday.

Compliance 312

Compliance Communication Government Banking 312

The Big Picture

SEPTEMBER 26, 2024

In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” That convinced Sullivan to book the lads.2 How did they blow it?

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Numbers Communication Media Investments 334

Abnormal Returns

APRIL 21, 2024

nber.org) How book bans have spread across America. disciplinefunds.com) The Fed's communication regime is a mess. (npr.org) Cellphone data shows people go to church less they claim. npr.org) Economy Why wealth inequality is growing. downtownjoshbrown.com) Why the Fed focuses on core inflation.

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Financial Advising Taxes Communication Manufacturing 278

Nerd's Eye View

JUNE 1, 2023

In our 113th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it means to be a lead advisor, the paths associate advisors can take to advance into a lead advisor role, and how to communicate career growth goals with senior advisors.

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Communication Financial Advisor Clients Management 246

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money." standarddeviationspod.com) The biz Fidelity now oversees some $12.6 trillion in assets.

Wealth Management 262

Wealth Management Retirement Communication Investment Planning 262

Abnormal Returns

NOVEMBER 9, 2023

nymag.com) Books An excerpt from "Same as Ever: A Guide to What Never Changes" by Morgan Housel. behavioralscientist.org) Annie Duke talks with Matt Abrahams author of “Think Fast, Talk Smart: Communication Techniques.” collabfund.com) An excerpt from "Right Kind of Wrong: The Science of Failing Well" by Amy Edmondson.

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Abnormal Returns

DECEMBER 4, 2023

thereformedbroker.com) How financial advisers can publish their own book. institutionalinvestor.com) Why RIAs need to be more mindful of off-platform communications. (kitces.com) Vanguard is ending its INVEST partnership with American Express ($AXP). riabiz.com) Content Josh Brown's The Reformed Broker is ending its run.

Wealth Management 258

Wealth Management Financial Advice Financial Advising Communication 258

Clever Girl Finance

JULY 30, 2022

The importance of reading books is often overlooked. Although the value found in the pages of a good book is regularly underestimated, reading can transform your life in many ways. Let’s explore how reading books can impact your life for the better. The importance of reading books. Advantages of reading books.

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Communication Numbers Banking Investments 98

The Big Picture

FEBRUARY 11, 2023

There is (if possible) too much communication and too much communication from the Federal Reserve. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. We also discuss the value of some mystery at the central bank.

Communication 189

Communication Banking Investing Investments 189

Abnormal Returns

FEBRUARY 8, 2023

They now also have to be good at communicating. And they have to do that without any real rule book." (sixcolors.com) Four big macro risks for Apple ($AAPL). macworld.com) Economy James Surowiecki, "Fed chairs don’t just have to be good at making policy.

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Financial Advising Advertising Communication Economy 244

Million Dollar Round Table (MDRT)

JANUARY 3, 2023

Olson, CFP, MSFS Books are a source of fresh ideas that spark growth in my career as a financial advisor. And that growth happens at a deeper level when I discuss the business books I’m reading with my MDRT book club. Below are my five favorite book club picks from 2022. I hope you will find them as insightful as I did.

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CFP Financial Advisor Communication 98

Nerd's Eye View

NOVEMBER 14, 2023

And be certain to listen to the end, where Eric shares why, even though his firm added 60 new clients last year, Eric has his sights on acquiring at least 100 new clients per year going forward so that he can grow and scale his firm even faster because he wants to help even more people, how Eric historically struggled to celebrate his wins because (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

The Big Picture

JUNE 17, 2023

( Vox ) • When Doctors Use a Chatbot to Improve Their Bedside Manner : Despite the drawbacks of turning to artificial intelligence in medicine, some physicians find that ChatGPT improves their ability to communicate empathetically with patients. ( And yes, surfing and music are involved. (

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Medicine Communication Marketing Marketing 264

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

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Clients Financial Planning Financial Planner Communication 246

Nerd's Eye View

MAY 18, 2023

In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss best practices for gracefully letting an employee go when the advisory firm owner decides they no longer want to grow into a business but would rather revert to being a solo advisor instead.

Communication 244

Communication Management Clients Numbers 244

Trade Brains

FEBRUARY 21, 2024

The company’s total outstanding order book as of 31st January 2024 stands at a whopping amount of Rs 76,000 crores. This article takes a closer look at BEL’s journey, exploring the company’s business, the turnover breakup of the company, order book status, the recent big orders the company received, and future outlook.

Electronics 105

Electronics Government Communication Budgeting 105

Clever Girl Finance

JANUARY 4, 2024

We’ve rounded up the best money books for kids to help you guide them into early financial literacy! So keep reading to learn more about the benefits of finance books for kids and our top picks! What is the best book for learning money? Here are some of the benefits of money books for kids! Want to raise money-savvy kids?

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Budgeting Banking Investing Investments 97

Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

Financial Advisor 246

Financial Advisor Clients Retirement Planning 246

Nerd's Eye View

APRIL 26, 2023

Firm policies and procedures in each of these areas need to be reviewed and updated on an annual basis; however, given how wide-ranging each of these topics can be, solo advisors might want to consider tackling each topic separately at a different time each year (for example, addressing 1 major area each quarter).

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Compliance Clients Advertising Accounting 246

Nerd's Eye View

FEBRUARY 12, 2024

Accordingly, advisory firms can use a framework to show appreciation based on 5 different 'languages' as discussed in "The 5 Languages of Appreciation In The Workplace" by Gary Chapman and Paul White (based on Gary Chapman's earlier book, "The 5 Love Languages"). As the 5th language, Appropriate Physical Touch (e.g.,

Communication 246

Communication Clients Management Business Planning 246

Abnormal Returns

FEBRUARY 9, 2023

Books An excerpt from "A Hacker's Mind: How the Powerful Bend Society’s Rules, and How to Bend them Back" by Bruce Schneier. npr.org) An excerpt from "The Wise Hours: A Journey Into the Wild and Secret World of Owls," a new book by Miriam Darlington. wired.com) A Q&A with Eduardo J.

Food 130

Food Communication Economy Accounting 130

The Big Picture

DECEMBER 2, 2024

His research focuses on cultural influences on styles of cognition, communication & collaboration. His new book is “ Tribal: How the Cultural Instincts That Divide Us Can Help Bring Us Together.” He advises corporations, government agencies, NGOs, and political campaigns about culture-related issues.

Communication 130

Communication Government Media Accounting 130

Nerd's Eye View

JULY 26, 2022

and how after seeing her staff reach stages of burnout while dealing with acquiring another advisor’s book of business during the early months of the pandemic, Amy intentionally stopped taking on new clients for 3 months and hired a coach to prioritize the mental health of her staff over the economic growth of her firm.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

Nerd's Eye View

SEPTEMBER 8, 2022

While creating blogs, books, podcasts, and other types of creative work can be instrumental in publicly affirming the brand identity of what an advisor is creating, it can even help the advisor grow personally and professionally.

Financial Planner 189

Financial Planner Financial Advice Financial Advisor Financial Planning 189

Steve Sanduski

APRIL 8, 2025

In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. We’ve got nonstop communication internally on how this works and who it impacts. And that’s how we can communicate it and we can communicate it to the HR people: ‘Hey, this is how we understand it.’

Engineering 52

Engineering Communication Financial Planning Clients 52

Discipline Funds

MARCH 19, 2025

Barry Ritholtz is out with a new book called “How Not to Invest” I loved this one. Barry’s new book ( which you can buy her e) is a masterclass in how to optimize your approach to avoid scammers, bad products and the wrong types of media. But investing is what we all call a loser’s game. I highly recommend it.

Communication 56

Communication Media Investing Investments 56

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. Action Steps: Use simple, direct language that immediately communicates the value of your services. Book a free call today.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Nerd's Eye View

APRIL 26, 2023

Firm policies and procedures in each of these areas need to be reviewed and updated on an annual basis; however, given how wide-ranging each of these topics can be, solo advisors might want to consider tackling each topic separately at a different time each year (for example, addressing 1 major area each quarter).

Compliance 246

Compliance Clients Accounting Advertising 246

Nerd's Eye View

AUGUST 12, 2024

In his book "The Five Dysfunctions Of A Team", Patrick Lencioni discusses similar issues that commonly occur among teams in the workplace. He posits that teams can suffer from a series of 5 "dysfunctions" which inhibits a team's ability to align on objectives, act on them, and actually track and discuss the results.

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