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

Midstream Marketing

NOVEMBER 26, 2024

Introduction In the busy world of financial services, asset managers and Registered Investment Advisors (RIAs) require solid marketing strategies to succeed. They need to recognize the special needs and challenges investment advisors face. With targeted marketing efforts, investment advisors can stand out.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

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. Our Testimonial Program helps our advisor clients get glowing client reviews online AND remain compliant.

Marketing 97

Marketing Marketing Financial Advisor Compliance 97

Indigo Marketing Agency

AUGUST 2, 2021

In this exclusive webinar, I team up with expert guest Leila Shaver of My RIA Lawyer to teach you best practices on how to use the new testimonial rule to market your RIA. The 3 types of reviews every advisor needs. Leila has 10+ years of experience providing legal and compliance guidance to the financial services industry.

Compliance 52

Compliance Marketing Marketing Financial Services 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. Space is limited for this time-sensitive webinar, so save your seat today! Making it easy to work with you virtually 4.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

NOVEMBER 26, 2024

Understand the importance of compliance in marketing for RIAs and explore best practices. Introduction In the fast-changing world of financial services, marketing to RIAs plays a significant role in helping Registered Investment Advisors (RIAs) succeed. When these advisors create clear plans, they can stand out more easily.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52