eMoney Advisor

NOVEMBER 7, 2022

Your clients—and prospective clients—face a myriad of changes in their later years. Navigating the Retirement Transition with “Switches” Because the transition to retirement is dynamic and requires financial, lifestyle, and social choices, clients need a full understanding of their “switches” or options.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

AdvicePay

MAY 22, 2024

Earlier this year, we released our 2024 Fee-for-Service Industry Trend Report , showcasing data from over 380,000 fee-for-service financial planning transactions processed through our platform in 2023. We are excited to share some of the top questions from the webinar.

Financial Planning 80

Financial Planning Compliance Planning Management 80

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

Education 207

Education Financial Planning Estate Planning CFP 207

Nerd's Eye View

APRIL 15, 2024

Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!). Read More.

Marketing 189

Marketing Marketing Engineering Media 189

Nerd's Eye View

OCTOBER 1, 2024

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.

Assets 174

Assets Financial Advisor Insurance Clients 174

eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Best for: All financial professionals.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

NAIFA Advisor Today

APRIL 19, 2024

Ensuring income protection is critical for your clients, particularly during their income-earning years. We invite you to join our upcoming webinar on Wednesday, May 8, 2024, from 12:00 pm to 1:00 pm Eastern.

Financial Planning 52

Financial Planning Planning Insurance Clients 52

Nerd's Eye View

JULY 19, 2023

In this post, Senior Financial Planning Nerd Ben Henry-Moreland discusses how IARs can determine whether they’re required to complete CE and, if so, how to go about it – since with the adoption of the Model Rule ramping up among states, more and more IARs will be subject to the new CE requirements.

Education 47

Education Investing Investments CFP 47

AdvicePay

JUNE 28, 2023

Financial institutions that support fee-for-service financial planning enable their financial professionals to engage high-income, low-asset households traditionally turned away under the assets-under-management billing model, establish a recurring revenue stream not tied to stock market volatility, and generate revenue from ongoing planning engagements (..)

Financial Planning 66

Financial Planning Planning Assets Clients 66

eMoney Advisor

MARCH 21, 2023

Despite the toll on client emotions, times of market volatility give financial professionals a real opportunity to shine. By using your expertise to communicate, educate, and provide perspective, you’ll likely magnify the loyalty of your clients. Some clients are better at handling this than others.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Nationwide Financial

SEPTEMBER 27, 2022

Hispanic adults who work with financial professionals were less likely to have postponed retirement than those who are not. Many Hispanic clients are seeking help around maximizing Social Security benefits. However, when it comes to larger purchases or longer-term financial plans, many Hispanic adults are doing things differently.

Clients 98

Clients Retirement Planning Retirement Planning 98

NAIFA Advisor Today

APRIL 12, 2024

Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals.

Estate Planning 52

Estate Planning Planning Financial Planning Assets 52

eMoney Advisor

NOVEMBER 15, 2022

Here are a few more reasons to apply it in your financial planning practice. To start, gratitude can support your clients’ commitment to pursuing their financial goals. So, how can you leverage gratitude in your financial planning practice? Gratitude Helps Us Patiently Pursue Goals.

Financial Planning 76

Financial Planning Planning Clients CFP 76

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

AdvicePay

JUNE 13, 2024

With the fee-for-service model, you can customize service offerings for clients seeking advice who don’t (yet) have traditional portfolio assets to transfer to your firm’s custodian for full-time management. This approach allows you to engage these clients by charging a fee that’s covered through their monthly cash flow.

Insurance Coverage 85

Insurance Coverage Financial Planning Estate Planning Tax Planning 85

Indigo Marketing Agency

JULY 1, 2024

To stand out in the competitive world of financial planning, you need more than just excellent financial services or agency support. To attract and retain clients, mastering the art of financial planning marketing is crucial. Highlight how your distinct qualities benefit your clients.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

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

eMoney Advisor

JUNE 6, 2023

Building trust is essential to the foundation of a successful client relationship. This causes many to question whether financial professionals have their best interests in mind and leaves financial planners the task of turning mistrust into understanding and action. their experiences, biases, etc.) ” Lusardi, 2019.

Financial Planner 52

Financial Planner Financial Planning Financial Advice Clients 52

eMoney Advisor

JANUARY 20, 2023

The act introduces 92 provisions that will impact your clients and their financial plans, whether they’re in, nearing, or still years away from retirement. Act, but to also understand how your financial planning software provider is adapting to reflect these changes. Key Changes from SECURE 2.0 Act SECURE 2.0

Financial Advisor 89

Financial Advisor Retirement CFP Financial Planning 89

Indigo Marketing Agency

SEPTEMBER 6, 2022

We’re happy to announce that Indigo Marketing Agency was featured in Bob Veres’s August 2022 issue of Inside Information , a go-to resource for financial planning, financial advisor, and investment advisor professionals. Why Are Testimonials Important for Financial Advisors? Testimonials give you that credibility factor.

Marketing 97

Marketing Marketing Financial Advisor Compliance 97

Indigo Marketing Agency

APRIL 23, 2020

Marketing In A Crisis For Financial Advisors (Free Webinar). 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 to use the current crisis to multiply your best clients 2. About Your Presenter.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

MainStreet Financial Planning

JULY 23, 2024

Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.” Maybe there would be some nuggets I could share with clients to help navigate the changing insurance landscape so I signed up! The webinar was fantastic!

Insurance 88

Insurance Insurance Coverage Medical Education 88

NAIFA Advisor Today

MAY 9, 2023

At this Business Performance Center webinar, Alison Susko and Mike Hemmert of NAIFA partner Asset-Map will show you how in 15 minutes or less, you can gather and place the most critical information about your clients' financials into one, easy-to-use and easy-to-share picture.

Clients 52

Clients Financial Planning Planning Assets 52

Indigo Marketing Agency

APRIL 5, 2023

Recently, Indigo’s very own Hugo Fernandez was featured in a webinar with Schwab Advisor Services. As CEO of Indigo Marketing Agency and author of The Client Acquisition Blueprint , Hugo has a wide range of knowledge about marketing for financial advisors. Median results for all firms with $250 million or more in AUM.

Engineering 52

Engineering Financial Advisor Clients Financial Planning 52

MainStreet Financial Planning

JULY 6, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 7-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Exclusive for Current Clients Register Here! Register Here!

Financial Planning 52

Financial Planning Planning CFP Clients 52

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

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis. I’m a lecturer at UCLA Extension as part of their CFP program in marketing.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

eMoney Advisor

NOVEMBER 10, 2022

With 63 percent of Americans making $80,000-plus a year saying they “just haven’t gotten around” to estate planning, there’s plenty of room for improvement in that department. As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

MainStreet Financial Planning

JANUARY 5, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 1-16-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

CFP 88

CFP Financial Planning Insurance Planning 88

MainStreet Financial Planning

FEBRUARY 7, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 2-20-24 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

Insurance 83

Insurance Risk Management Financial Advisor Financial Planning 83

FMG

APRIL 12, 2023

Client communication is easily one of the most crucial elements of a successful business. Being able to efficiently and effectively communicate with clients can be the difference between satisfied customers and scathing reviews. Findings to Be Aware Of Every financial advisor has a different way of communicating with their clients.

Communication 52

Communication Financial Advisor Clients Financial Planning 52

MainStreet Financial Planning

OCTOBER 3, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 10-17-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here!

Taxes 91

Taxes Investing Investments CFP 91

Nationwide Financial

OCTOBER 20, 2022

From a financial planning standpoint, investors need to maintain an objective view of the news during this time and avoid emotional investment decisions influenced by politics. Keep your clients focused on their long-term goals throughout this election cycle. The potential impact on the markets and economy.

Government 59

Government Financial Planning Economy Clients 59

Indigo Marketing Agency

JANUARY 25, 2022

But as a financial advisor, how should you communicate with your clients about market volatility? And can you use the events to find opportunities to get new clients? As a financial advisor, you know that market declines are a normal part of investing. Proactive communication is good client service.

Communication 52

Communication Clients Marketing Marketing 52

MainStreet Financial Planning

AUGUST 3, 2023

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 8-15-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting, Free to current clients; $10 for guests Register here! Register Here!

Financial Planning 86

Financial Planning CFP Clients Planning 86

MainStreet Financial Planning

JUNE 17, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When : Thursday, June 27th at 6pm Eastern; 3pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register here!

Retirement 81

Retirement Financial Planning CFP Planning 81

Indigo Marketing Agency

OCTOBER 2, 2024

You want to stay top-of-mind so when people think about financial planning or investment advice, your name comes up first. 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