Indigo Marketing Agency

FEBRUARY 19, 2025

Today, less than 20 years later, digital marketing is the number-one marketing medium used for growing businesses, including financial advisory firms, and all the other mediums are struggling to remain relevant. Social Media Management : We help you to engage with your audience on platforms like LinkedIn and Twitter.

Financial Services 59

Financial Services Financial Planner Advertising Financial Advisor 59

Midstream Marketing

OCTOBER 30, 2024

Websites, social media, and SEO offer great opportunities to connect with new clients online. RIAs can show their skills by using search engine optimization (SEO) and social media marketing. Effective Use of Social Media in RIA Marketing Social media is a great tool for RIAs to connect with new clients and grow their brand.

Investment Advisor 52

Investment Advisor Investing Investments Ethics 52

Midstream Marketing

DECEMBER 6, 2024

Discover how digital strategies like AI-driven personalization and strong social media campaigns can help. This means having an easy-to-use website, interesting content, and being active on social media. Social media platforms, like LinkedIn and Facebook, are important too. Clients now want financial advice online.

Marketing 52

Marketing Marketing Media Engineering 52

Midstream Marketing

NOVEMBER 6, 2024

A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively. When you share useful things, like white papers, blog posts, articles, and updates on social media, you can show that you are a thought leader in the financial industry.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Risk Management Guru

NOVEMBER 20, 2023

Here are 10 key highlights regarding risk management in financial services during 2023: Increased focus on operational risk : Operational risk has become a major focus of attention for financial services firms, due to the increasing number of cyberattacks and other operational failures.

Risk Management 105

Risk Management Financial Services Management Compliance 105

Midstream Marketing

OCTOBER 31, 2024

During this time of digital transformation, social media and online channels play a huge role. Social Media Marketing: Connect with your audience, boost brand awareness, and drive traffic by using interesting social media posts and campaigns. Measuring how well your marketing strategies work means looking at important numbers.

Consulting 52

Consulting Financial Market Marketing Marketing 52

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. RITHOLTZ: Compliance, legal, and risk. RITHOLTZ: Really?

Compliance 162

Compliance Clients Wealth Management Management 162

Midstream Marketing

DECEMBER 10, 2024

By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. Consistency is key: ensure your branding is uniform across your website, social media, emails, and marketing materials. This article will show you ten important marketing campaigns.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

JANUARY 21, 2025

Jonathan kind of famously announced that he was diagnosed with terminal cancer on his website as well as social media. But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. And a, a number of things happened.

Investments 147

Investments Investing Management Retirement 147

Carson Wealth

JANUARY 13, 2025

We are already getting questions about whether its time to panic, with bearish narratives starting to come out of hibernation across social media. Monthly numbers can be noisy and so a 3-month average is helpful. Compliance Case # 7521978.1._011325_C In fact, one of the reasons for last weeks 1.9% million average per year).

Marketing 75

Marketing Marketing Economy Compliance 75

Carson Wealth

DECEMBER 11, 2023

Consumers Are in Much Better Shape Than Financial Media Suggests We frequently hear about how badly consumers are doing and that they will be tapped out soon. Yes, the number of jobs per month is slowing, but we expect continued growth throughout next year, which should support the consumer and suggests better-than-expected economic growth.

Marketing 143

Marketing Marketing Economy Compliance 143

Carson Wealth

APRIL 29, 2024

This gets a ton of play in the media, as the six months starting in May are indeed the worst six consecutive months on the calendar historically (going back to 1950). While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The Headline GDP Number Masks a Strong Economy The economy grew 1.6%

Marketing 97

Marketing Marketing Economy Government 97

Midstream Marketing

JANUARY 19, 2025

Google My Business lets you provide essential information like your physical address, your phone number, the category of your business and even its most important attributes. " So if you don’t fully understand it today (or if you suddenly realize you’re not in compliance), you still have a lot of time to get things right.

Advertising 40

Advertising Marketing Marketing Investment Advisor 40

Darrow Wealth Management

OCTOBER 21, 2024

Public company employees are often subject to blackout periods and lockups at some point during M&A activity, so make sure you stay in compliance. That will determine the number of options you have. Please refer to the media page for more information and links to published works. When Should You Exercise Stock Options?

Taxes 114

Taxes Wealth Management Planning Media 114

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 298

Consulting Numbers Management Investing 298

Trade Brains

SEPTEMBER 22, 2023

Operating Profit Margin (%) 18 Healthcare, retail, aerospace and defence, government, banking and financial services, engineering and construction, oil and gas, retail, travel and transportation, media, education, the automobile industry, and consumer electronics are just a few of the sectors Wipro supports. Stock P/E (%) 19.53 ROE (%) 16.01

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Indigo Marketing Agency

FEBRUARY 24, 2024

These are the tools and knowledge they can leverage to reach highly relevant, broad audiences: Social media: Social media engagement has become a powerful marketing tool. Compliance mastery: Financial advisor digital agencies are knowledgeable about the intricate regulatory framework governing online marketing.

Financial Advisor 52

Financial Advisor Advertising Compliance Media 52

Diamond Consultants

AUGUST 9, 2022

That is, there are service providers that offer state-of-the-art platforms and support, an ever-growing number of consultants to serve as guides at start-up and longer-term, and a growing pool of capital resources available to advisors seeking working capital, liquidity, or to offset unvested deferred comp that may be left behind.

Compliance 59

Compliance Recruitment Clients Retirement 59

Indigo Marketing Agency

NOVEMBER 20, 2023

Are you a financial advisor looking to expand your subscriber numbers and cultivate valuable leads with your email marketing? Utilize bullet points or numbered lists to make information easily digestible. To secure higher conversion rates, limit the number of form fields to the essential information needed (name and email address).

Financial Advisor 52

Financial Advisor Engineering Advertising Compliance 52

Truemind Capital

MARCH 6, 2024

RIAs are also subjected to higher qualifications, minimum relevant experience, repeated certifications, infrastructure requirements, accountability regarding the suitability of advice, and adherence to other Sebi compliances. This results in higher transparency, reliability, answerability, and better value addition.

Commission 52

Commission Investing Investments Compliance 52

Sara Grillo

JUNE 2, 2022

I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. Revenue is not an indicator of the effectiveness of the advisor any more than the number or size of clients they have is. Number of employees per client? It’s ridiculous.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Midstream Marketing

NOVEMBER 6, 2024

It also means knowing your target audience, creating different types of content, and using social media and SEO effectively. It includes sharing helpful things like blog posts, articles, and updates on social media. You can check how your posts perform and handle several social media accounts in one spot.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Carson Wealth

SEPTEMBER 23, 2024

Yes, 2001 and 2007 are in there, as you’ve probably heard many times the past week if you’ve watched financial media at all. Beyond headline inflation, higher energy prices can even feed into core inflation numbers that the Fed typically focuses on. on average. Are rate cuts near all-time highs normal?

Marketing 96

Marketing Marketing Economy Economics 96

Steve Sanduski

OCTOBER 23, 2024

Why AI can help with rote tasks like note-taking and compliance, but not with complex human-to-human financial advice. And I would say that the Media piece is fourth, and it’s a distant fourth. But it hasn’t created a huge number of households joining the firm. Writing books does not make you money.

Financial Planning 59

Financial Planning Clients Retirement Financial Advisor 59

FMG

OCTOBER 2, 2024

Text-Enable Your Office Number Consider text-enabling your existing office phone number. By enabling texting on your office line, you ensure that all client communications come through a single, familiar number. This is crucial for efficiency, as 58% of consumers have tried to reply to a missed call via text.

Financial Advisor 52

Financial Advisor Communication Clients Numbers 52

The Big Picture

FEBRUARY 13, 2023

And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And you know, it’s been an honor to have a number of awards to it. So yeah, man, that was the idea.

Economy 147

Economy Numbers Marketing Marketing 147

Carson Wealth

MAY 1, 2023

This gets a ton of play in the media, as the next six months are indeed the worst-performing period of the year. Here’s how the various components contributed to the headline number in the fourth quarter of 2022 and the first quarter of 2023. Beyond the numbers, what matters is the trend. However, sentiment remains bearish.

Marketing 52

Marketing Marketing Economy Numbers 52

FMG

FEBRUARY 3, 2023

Once verification is complete, Google will send you a postcard with a unique PIN number to your firm’s physical location. Another way to localize your GBP page is to list a phone number with a local area code. This includes GBP, your website, and social media. This ensures you are not duplicating your efforts or your locations.

Financial Services 52

Financial Services Media Accounting Financial Advisor 52

Midstream Marketing

AUGUST 13, 2024

These include finding your target audience and using social media, as well as offline marketing methods. You can find useful tips for email marketing, being active on social media, networking, and hosting seminars to reach more people. These might be your website, social media, content marketing, email marketing, and networking.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Sara Grillo

MARCH 13, 2023

Investors can play the spread any number of ways, but that is basically what keeps the ETF in line with its value. For marketing tips in the transparency age… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. from the seller. Low-cost ETFs steal the show!

Financial Advisor 59

Financial Advisor Assets Management License 59

Brown Advisory

APRIL 22, 2021

They are also watching your face, the way you walk, the color of your skin; they are monitoring your financial habits, gauging if you are a public safety threat, reviewing your social media activity, and sending you content that might shift your political stances. A number of salient risks face companies in the AI arena.

Ethics 52

Ethics Compliance Government Clients 52

Brown Advisory

APRIL 22, 2021

They are also watching your face, the way you walk, the color of your skin; they are monitoring your financial habits, gauging if you are a public safety threat, reviewing your social media activity, and sending you content that might shift your political stances. A number of salient risks face companies in the AI arena.

Ethics 52

Ethics Compliance Government Clients 52

AdvisorPR

MAY 13, 2020

(And whatever is an approved format with compliance; keep in mind the security and archiving requirements for your communications.) Any confidential information, including account numbers, personal recommendations or otherwise privileged information, should be sent using this platform for your protection. List your platforms here.)

Communication 52

Communication Accounting Financial Advice Clients 52

Sara Grillo

APRIL 21, 2022

I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgement of morality, and it is my goal to overshadow any media voice that claims as such. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google and posted on social media.

Ethics 52

Ethics Financial Advisor Clients Management 52

Tucker Advisors

NOVEMBER 11, 2021

According to a new survey from Credit Karma , 56% of Gen Z and Millennials intentionally seek out financial advice online or through social media, and YPulse’s data shows that the internet is one of their top sources for financial advice as well. The advice that we seek and choose to take in is everywhere around us.

Financial Advisor 52

Financial Advisor Accounting Financial Advice Media 52

Carson Wealth

MAY 22, 2023

Surprisingly, stocks continue to trend higher in the face of a constant barrage of negative news in the media. However, there’s a lot of pent-up demand due to a record number of people ages 25-34 , which is prime homebuying age. In fact, last Thursday the S&P 500 set another new high for 2023, up more than 9% for the year.

Marketing 52

Marketing Marketing Economy Economics 52

Indigo Marketing Agency

JUNE 23, 2023

Because of compliance, lack of confidence on camera, or whatever other reason, there are only a handful of advisors using YouTube well. While today YouTube is the second social media channel behind Facebook, it is growing every day. Next, there is relatively low competition from other advisors. YouTube is a rising platform.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52