Indigo Marketing Agency

JANUARY 16, 2025

Map Out a Sales Funnel for Leads and Sales You cannot plan on systematically growing your financial planning operation this year without considering your top-to-bottom sales funnel process. Financial planners who are growing fast are those that have a streamlined approach to reaching out to their target audience.

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

International College of Financial Planning

NOVEMBER 16, 2023

According to the “Value of Financial Planning ” study conducted by the Financial Planning Standards Board in 2023, Indians are in the top quartile when it comes to leveraging technology to manage finances. It’s like the different routes or ways people find out about your business in a positive light.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

Midstream Marketing

NOVEMBER 8, 2024

Articles: Discuss topics such as investing, retirement planning, and related subjects. E-books and White Papers: Offer detailed information on specific areas of financial planning. Focused SEO efforts can bring in targeted visitors to a financial advisor’s website. Advertise your webinars on your website.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

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. Acts, what that means to you and your Tax Planning in Retirement. 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. 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. “MainStreet Chalk Talk”. 30-45 minutes.

Taxes 52

Taxes Certified Financial Planner Retirement Planning Financial Planner 52

Indigo Marketing Agency

APRIL 26, 2021

Bill Cates has helped over 20,000 financial advisors get quality clients. Bill and I co-host a workshop webinar on how to choose a specialty and create a radically relevant marketing message. The Million Dollar Financial Advisor by David J. Best book for financial advisors who want to increase revenue. Mullen, Jr.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52