Indigo Marketing Agency

AUGUST 13, 2024

Consider a financial advisor with 100 existing clients averaging $1M in assets each. Implementing automated tools for scheduling, client communications, and portfolio tracking can significantly reduce manual workload. responding to emails, creating content, or preparing client reports).

Financial Advisor 52

Financial Advisor Strategic Planning Media Communication 52

The Big Picture

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. We were one of the last to get what’s called a value added license to the compus stat database. And those folks are very often my clients. That actually is exactly what we ended up doing.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

FEBRUARY 7, 2023

RITHOLTZ: In the ‘80s, they were really a financial arm of GE and a way to facilitate its client base. You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. He was taking fees for licensing his name.

Engineering 259

Engineering Banking Numbers Management 259