Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. And new leads and clients keep coming.

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Explore several ways to get financial advisor leads. It will help you connect with potential clients looking for financial help. It means finding people who need help with their money and turning them into clients.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

International College of Financial Planning

NOVEMBER 16, 2023

For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. By using your website to highlight your expertise and the tailored advice you offer, you might convince more potential clients to get in touch.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

Indigo Marketing Agency

APRIL 28, 2023

Essentially, you should try to convey the value you offer to your specific clients. I wrote my headline as “Director of Marketing at Indigo Marketing Agency | Empowering Independent Financial Advisors to Connect with Ideal Clients and Grow Assets Under Management.” What is the best?

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. The exam comprises multiple-choice questions, case studies, and client scenarios that assess your understanding and application of financial planning concepts.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

MainStreet Financial Planning

JUNE 27, 2022

The MainStreet Financial Planning Discussion Club. How : Zoom Meeting, Free to ongoing clients; $10 for guests. Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified. He has been in practice since 1986 and enjoys helping his clients reach their financial goals.

Tax Planning 52

Tax Planning Certified Financial Planner Retirement Taxes 52

MainStreet Financial Planning

NOVEMBER 1, 2022

The MainStreet Financial Planning Discussion Club. How : Zoom Meeting, Free to ongoing clients; $10 for guests. Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA.

Taxes 52

Taxes Certified Financial Planner Retirement Planning Financial Planner 52