Nerd's Eye View

AUGUST 23, 2022

Welcome back to the 295th episode of the Financial Advisor Success Podcast ! Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.

Clients 216

Clients Planning Financial Advisor Financial Planning 216

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. Key Highlights Find new ways to get better at being a financial advisor.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Nerd's Eye View

OCTOBER 1, 2024

Welcome to the 405th episode of the Financial Advisor Success Podcast ! Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households. Welcome everyone!

Assets 232

Assets Financial Advisor Insurance Clients 232

FMG

MARCH 3, 2025

Financial advisors know that social media isnt just for posting updates; its for building connections. Social media for financial advisors doesn’t have to be challenging let’s dive into simple ways to encourage comments on your posts. Comments dont just build numbers they build trust.

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

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. In this article, we explain exactly what successful financial advisors do to get more booked calls. If that sounds like a lot, dont worry.

Financial Advisor 52

Financial Advisor Communication Media Clients 52

Indigo Marketing Agency

MARCH 19, 2025

Best Ad Practices That Work for Marketing Financial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. 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

Nerd's Eye View

MAY 29, 2023

When a financial advisor starts their own firm, they face many important choices. One of the key decisions is determining the type of clients they want to serve. Some advisors may choose to take a generalist approach that leaves the door open to working with the broadest possible pool of prospective clients.

Risk Tolerance 246

Risk Tolerance Financial Advisor Clients Planning 246

Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. It helps you attract new clients and expand your business. This guide offers helpful tips to create a good advertising plan in the financial services area. You will learn how to find your ideal client and create content that engages them.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Midstream Marketing

DECEMBER 10, 2024

Key Highlights We will discuss how to build a strong brand identity and use referrals to attract clients. Find out why personalizing your approach is important for advisors. Learn how to tailor your messages for different clients. They must attract potential clients attention.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

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

Nerd's Eye View

NOVEMBER 20, 2023

As marketing and prospecting processes become increasingly digital for financial advisors, many prospective clients learn about advisors and what they offer not from an introductory call, webinar, or speaking event but from the advisor's website itself.

Financial Advisor 246

Financial Advisor Clients Communication Consulting 246

FMG

JANUARY 23, 2025

In the competitive financial industry, staying ahead means mastering client engagement and refining marketing strategies. Marketing for financial advisors in 2025 will require a sharp focus on effective communication, personalized client experiences, and smart use of technology. Clarify your objectives.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. Content marketing is a great strategic approach to find potential clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

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. Case in point, Kevin Brown.

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Nerd's Eye View

FEBRUARY 16, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a study from Cerulli Associates indicates a lack of fee transparency represents a significant hurdle for many investors when considering working with a financial advisor.

Financial Planner 246

Financial Planner Fee Only Compliance CFP 246

Indigo Marketing Agency

FEBRUARY 8, 2025

Top 7 SEO Strategies Every Financial Advisor Needs to Know to Rank Higher on Google Its true, theres more than one way to skin a cat. The cat were referring to in the case of financial advisors is leads, booked appointments , and new clients to grow your practice. Snag our SEO Checklist for Financial Advisors here!

Financial Advisor 52

Financial Advisor Engineering Clients Financial Planning 52

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. But thats not even the biggest challenge you face with winning more clients.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Nerd's Eye View

DECEMBER 20, 2022

Welcome back to the 312th episode of the Financial Advisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. My guest on today's podcast is Emily Rassam.

Financial Advisor 246

Financial Advisor Financial Planning Planning Financial Planner 246

Nerd's Eye View

JULY 4, 2023

Welcome back to the 340th episode of the Financial Advisor Success Podcast ! Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. My guest on today's podcast is Melissa Joy. Read More.

Financial Advisor 246

Financial Advisor CFP Clients Assets 246

Indigo Marketing Agency

OCTOBER 28, 2024

Indigo Can Help You Send Holiday Greetings to Your Clients The Power of Personal Connection During the Holidays The holiday season is the perfect time to reconnect with clients, show gratitude, and strengthen relationships. This helps you maximize reach, making sure your message touches all corners of your client base.

Clients 52

Clients Wealth Advisor Financial Advisor Wealth Management 52

Nerd's Eye View

JULY 8, 2024

Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.

Ethics 239

Ethics Education Financial Advice Taxes 239

Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

Ethics 245

Ethics Financial Advice CFP Financial Advisor 245

Nerd's Eye View

JANUARY 13, 2025

With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees.

Financial Advice 146

Financial Advice Ethics Financial Planning Education 146

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. The secret?

Clients 52

Clients Planning Education Communication 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. The secret?

Clients 52

Clients Planning Education Communication 52

Indigo Marketing Agency

OCTOBER 2, 2024

How Often Should Financial Advisors Post to Social Media? But a common question many advisors ask is: How often should I be posting on social media? It’s about providing value to your audience, whether that’s answering a common financial question, sharing a client success story , or offering insights into market trends.

Financial Advisor 95

Financial Advisor Media Clients Planning 95

Nerd's Eye View

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance.

Education 246

Education CFP Certification License 246

Indigo Marketing Agency

DECEMBER 17, 2024

3 Small Ways to See Big Marketing Results Financial advisors often feel overwhelmed by the idea of tackling marketing. With just 3060 minutes a monthless than 1% of your timeyou can take simple actions that make a HUGE difference in attracting and engaging clients. The good news? Creating it doesnt have to be time-consuming.

Marketing 52

Marketing Marketing Financial Advisor Clients 52

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. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Indigo Marketing Agency

AUGUST 11, 2020

Webinars for financial advisors are a great way to secure high conversion rates. So you’ve decided to create a webinar. After doing dozens of webinars myself and creating countless webinars for financial advisors, I’ve come to realize one thing. So, which webinar topic should you choose?

Financial Advisor 52

Financial Advisor Clients Planning Retirement Planning 52

Indigo Marketing Agency

JUNE 16, 2021

Did you know the topic you choose for your webinar is the most important factor determining its success? Do you need webinar topic ideas? You’ve decided that a webinar is just what you need to warm up prospects and convert them into clients. But now the big question is: Which webinar topic do you choose?

Financial Advisor 52

Financial Advisor Communication Compliance Retirement 52

Indigo Marketing Agency

APRIL 26, 2020

The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. How can you market in a crisis to multiply your best clients, grow your business, and help more people? Join this exclusive webinar to learn: 1.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Sara Grillo

FEBRUARY 9, 2024

In this blog I’ll tell you financial advisors how to rock a webinar and get new clients without boring everybody to death! There are numerous ways to deal with this but in this blog I’m going to provide you with two non-blowoff-able ways for financial advisors to follow up with prospects. Just do it!

Financial Advisor 52

Financial Advisor Consulting Clients Media 52

Indigo Marketing Agency

MARCH 11, 2024

Indigo Marketing Agency, a leader in financial advisor marketing, has announced the launch of its educational webinar event specifically for independent financial advisors seeking to scale their businesses efficiently. Though the webinar itself has a strong emphasis on attracting “cold leads” (i.e.,

Financial Advisor 52

Financial Advisor Clients Engineering Marketing 52

Advisor Websites

MARCH 11, 2022

As we continue to share digital marketing tips and strategies for Financial Advisors who want to grow their business and convert new clients, hosting a webinar is one of the key strategies that regularly makes it onto our recommendation list.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Indigo Marketing Agency

JULY 13, 2024

Working with a financial advisor marketing provider is a lot like being in a relationship (hear us out!). For financial advisors, marketing pain points can be some of the most stressful parts of running your business. Are your number of qualified leads increasing, and are they converting into clients?

Financial Advisor 98

Financial Advisor Marketing Marketing Communication 98

Indigo Marketing Agency

AUGUST 22, 2024

5 Steps to Client Retention for Financial Advisors As a marketing agency for financial advisors, we post a lot about growing your business and attracting new clients. But all too often we see financial advisors ignore marketing when it comes to how to retain clients once they’ve signed.

Financial Advisor 52

Financial Advisor Clients Communication Education 52