The Irrelevant Investor

SEPTEMBER 6, 2021

We just crossed 10 million downloads, so it's a good time to reflect on what we learned on this journey. Not everybody has the ability to communicate clearly with their words. I'm not a financial advisor. The difficulty of transitioning to verbal communication was something I severely underestimated.

Communication 52

Communication Financial Advisor Clients Investing 52

Indigo Marketing Agency

MARCH 28, 2025

Particularly for financial advisors, website design quality is of utmost importanceits a digital showroom of what your company can offer to the individuals and families who will trust you with their hard-earned wealth. Mobile-friendliness: Optimize your website for desktop computers, smartphones, and tablets.

Financial Advisor 52

Financial Advisor Compliance Consulting Certification 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

Steve Sanduski

AUGUST 31, 2022

In a Nutshell: If you’ve been thinking about adding a financial advisor podcast to your digital marketing plan, what’s stopping you? Bill Keen , CRPC®, the founder and CEO of Keen Wealth Advisors. My Key Takeaways: Determine where (or if) a financial advisor podcast fits in your business.

Financial Advisor 59

Financial Advisor Media Wealth Advisor CFP 59

FMG

JULY 13, 2023

When it comes to your website, the financial advisor landing page is a great way to draw attention to your campaign and draw in a specific audience by creating a highly individualized message for different target markets. Making it important to ensure your financial advisor landing pages follow best practices.

Financial Advisor 52

Financial Advisor Retirement Financial Consultant CFP 52

Sara Grillo

JULY 8, 2022

Here are real accounts of what a day in the life of a financial advisor entails, from real professional financial advisors. Why did I find it necessary to write about the day in the life of a financial advisor? I am a CFA® charterholder and financial advisor marketing consultant.

Financial Advisor 59

Financial Advisor Financial Planner Clients Financial Planning 59

Indigo Marketing Agency

JULY 23, 2020

Financial advisor blogging really isn’t complicated, however, many advisors who are just getting started with their marketing know they should be producing content, but they have no idea what to write about. 8 Reasons Advisors Should Blog Regularly First and foremost, why should you blog? But you’re in luck.

Financial Advisor 52

Financial Advisor Clients Education Financial Planning 52

FMG

FEBRUARY 3, 2023

Content marketing has always been a big part of any financial advisor’s marketing experience. What’s more, whether they’re trying to attract potential clients or keep current ones up-to-date, financial advisors can also use content marketing to boost SEO and improve their SERP (Search Engine Results Page) rank.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Indigo Marketing Agency

JULY 23, 2024

However, when it comes to the final design and layout, even the most enthusiastic financial advisors can encounter obstacles. Seals Financial Planning & Investments What does Seals do right? Big Promise and Commanding Headline Seals Financial starts with a powerful promise.

Financial Advisor 52

Financial Advisor Certified Financial Planner Retirement Clients 52

Indigo Marketing Agency

APRIL 4, 2024

Particularly for financial advisors, website design quality is of utmost importance—it’s a digital showroom of what your company can offer to the individuals and families who will trust you with their hard-earned wealth. Mobile-friendliness: Optimize your website for desktop computers, smartphones, and tablets.

Financial Advisor 52

Financial Advisor Compliance Consulting Certification 52

Midstream Marketing

AUGUST 14, 2024

Key Highlights Search for ways to get new clients and grow your financial advisor business. Learn how to use Google Ads, set up referral programs, and engage with your community to reach more people. Introduction For a financial advisor, getting new clients is very important for business growth.

Financial Advisor 52

Financial Advisor Clients Media Consulting 52

Indigo Marketing Agency

JANUARY 25, 2022

But as a financial advisor, how should you communicate with your clients about market volatility? As a financial advisor, you know that market declines are a normal part of investing. But what’s the best way to communicate about the recent market events? Why You Should Communicate During Volatility.

Communication 52

Communication Clients Marketing Marketing 52

Indigo Marketing Agency

JULY 22, 2024

As a financial advisor, your website serves as your first impression to potential clients. Even those advisors who think their sites are top-tier and modern-looking are surprised to learn that they still contain “mistakes” from a marketing standpoint. We’ve all done it, and your prospective clients are doing it too.

Financial Advisor 52

Financial Advisor Engineering Clients Consulting 52

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. She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

FMG

JANUARY 10, 2024

Throughout these communications, demonstrate your expertise and what you have to offer. Feel free to download them here to use in your own marketing. If you do a good job as an advisor, word of mouth will sing praises and suggestions that people should use you as their financial advisor.

Financial Advisor 52

Financial Advisor Clients Ethics Media 52

Tucker Advisors

SEPTEMBER 14, 2021

5 Financial Advisor Branding Tips You Can Implement Today. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. For financial advisors, it is important to use mechanisms that allow you more time to meet with clients and write business. At Tucker Advisors, we believe in marginal gains.

Financial Advisor 52

Financial Advisor Clients Accounting Numbers 52

Steve Sanduski

SEPTEMBER 10, 2024

In a Nutshell: Steve and Amy Koenig , a financial advisor coach, are back for a deep dive on an issue every advisor will face at some point which is, how do you transition existing clients to another advisor and do it so the clients stay and there’s no drop in service. Sometimes there’s a personality mismatch.

Clients 59

Clients Communication Financial Advisor Planning 59

Harness Wealth

FEBRUARY 19, 2025

Ensure BOI reporting compliance and remain updated with the latest BOI regulations with a tax advisor from Harness. Get started Harness makes it easy to find tax and financial advisors best suited to your needs. Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an hourly financial advisor?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

FMG

NOVEMBER 2, 2022

Hosting over two billion active users in 2022, it’s not hard to see why so many financial advisors choose to upload to the site. As popular as it is, it’s no surprise that YouTube is looking for new ways to evolve its technology and make it easier for users to socialize and communicate. How to Set a YouTube Handle.

Communication 52

Communication Financial Advisor Media Numbers 52

Steve Sanduski

MAY 31, 2022

Power , the average age of a financial advisor is 55; approximately one-fifth of advisors are 65 and older. How to communicate your succession plan to your most valued clients so that they don’t jump ship. Your business may not be for sale, but it should always be salable. According to a 2019 study by J.D.

Planning 52

Planning Consulting Clients Valuation 52

Midstream Marketing

MARCH 8, 2023

We had been using an amazing copywriter, a veteran writer in the financial advisor space for over 20 years. This led to a conversation about ChatGPT and how it can help financial advisors jump-start the content creation process. How can ChatGPT Benefit Advisors? What are ChatGPT’s Limitations for Advisors?

Financial Advisor 52

Financial Advisor Communication Clients Financial Advice 52

eMoney Advisor

JANUARY 26, 2023

In service of that, I’ve developed a financial advisor script and agenda that you can use in an initial meeting with a prospect. First Meeting Agenda for Financial Planners The meeting with this prospective client begins long before the actual event time. Response Advisor: I completely understand.

Clients 73

Clients Financial Planning Retirement Communication 73

Indigo Marketing Agency

JULY 1, 2024

Understanding Financial Planning Marketing Financial planning marketing encompasses various strategies to attract clients to financial advisory services. This means identifying your target audience, crafting attention-grabbing messages, and using effective communication methods.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

eMoney Advisor

FEBRUARY 8, 2023

Ninety-eight percent of financial clients indicate that a financial advisor’s website is important to them, and a third of them say that it is extremely important. Make sure your clients understand why your staff wants to help them on their financial journey. 1 It needs to be so much more than an online brochure.

Marketing 81

Marketing Marketing Clients Certification 81

Tucker Advisors

AUGUST 16, 2021

Client Appreciation Events: A Guide For Every Financial Advisor. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. As a financial advisor, you have a lot of business to take care of. We will arm you with tips for your event and a robust guide download. Download Client Appreciation Guide.

Clients 52

Clients Financial Advisor Planning License 52

Indigo Marketing Agency

MARCH 22, 2020

If you can’t meet in person, it’s critically important to use video and share your screen to: Increase trust and improve communication. Share charts, graphs, and financial information. For many advisors who are not tech savvy, adapting to working virtually can be painful and frustrating. Easy to host meetings.

Clients 52

Clients Compliance Communication Accounting 52

Good Financial Cents

AUGUST 1, 2022

Ad Best Overall Best for Building Wealth Best Paid Zero-Sum Budgeting App Best for Dave Ramsey Followers Best for Couples Mint Personal Capital You Need a Budget EveryDollar Honeydue Download App Download App Download App Download App Download App Free Version? 0.89% annually for robo-advisor services.

Budgeting 52

Budgeting Accounting Planning Management 52

The Irrelevant Investor

AUGUST 2, 2017

This list is from a Barry Ritholtz article Do You Need a Financial Advisor. The app has over two million downloads and its target audience is the same audience that Barron’s suggests has no interest in the markets. He listed the items in order of relevance.How many twenty year olds do you know that have any of those concerns?

Wealth Management 52

Wealth Management Communication Financial Advisor Investing 52

Walkner Condon Financial Advisors

MAY 12, 2023

Amber Schmechel is joining our team with 15 years of experience in communications and marketing. Most recently she was the Communications and Marketing Manager at Saris Cycling Group. We encourage them also to download their mobile app. We are very familiar with the Schwab platform, as about half of our assets are already there.

Executive Compensation 52

Executive Compensation Clients Communication License 52

Walkner Condon Financial Advisors

JULY 27, 2023

Amber Schmechel is joining our team with 15 years of experience in communications and marketing. Most recently she was the Communications and Marketing Manager at Saris Cycling Group. We encourage them also to download their mobile app. We are very familiar with the Schwab platform, as about half of our assets are already there.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

FMG

FEBRUARY 2, 2023

So, rather than focusing on general financial planning, you could narrow your niche down to pre-retirees and retirees, women, medical professionals, whatever it may be. If you can really cater to them, then you can put all your efforts towards being the strongest financial advisor in that particular field.

Media 52

Media Financial Planning Retirement Clients 52

Dear Mr. Market

APRIL 6, 2022

A well designed LFW is a direct communication to your loved ones that covers a myriad of personal details relating to your “financial house”, legacy, and overall household. a-letter-to-my-familye280a6things-you-should-know Download. They’ll be glad you did!

Estate Planning 52

Estate Planning Insurance Accounting Planning 52

Diamond Consultants

AUGUST 23, 2023

Advisors often feel disconnected from senior leadership, even though UBS is a fraction of the size of the other wirehouses. The firm functions like a bureaucracy with layers of administration: managing to the lowest common denominator and operating without openly communicating with the field. View-> Transition Announcement: $5.5B

Recruitment 52

Recruitment Wealth Management Clients Communication 52

Indigo Marketing Agency

JUNE 20, 2023

For financial advisors, leveraging platforms like Google can significantly enhance your visibility and help you attract new prospects. For example, a potential client may research multiple financial advisors before making a decision. So you’ve taken the plunge with Google Ads—now what?

Financial Advisor 52

Financial Advisor Tax Planning Taxes Clients 52

Tobias Financial

JULY 19, 2023

Your relationship with Tobias Financial Advisors will not change. Your relationship with Tobias Financial Advisors remains the same. After transition, Tobias Financial Advisors will work with you so that you can easily re-establish third-party access on Schwab Alliance. Is there a Schwab Alliance mobile app?

Accounting 52

Accounting Numbers Distribution Taxes 52

The Big Picture

JUNE 6, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Bloomberg , Spotify , Stitcher , and YouTube. I’ve always thought of you as like a financial advisor, but on the show, It’s almost like you’re a therapist/counselor. RITHOLTZ: Really, really fascinating.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130