Indigo Marketing Agency

MARCH 19, 2025

Be Clear, Not Clever Many financial advisors struggle to generate leads because their ads lack clarity, simplicity, and a compelling call to action. Financial services can be complex in the mind of our audience, and if potential clients have to decode your message, theyll keep scrolling.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. You can build strong relationships with new clients in the financial services field. A good advertising plan does more than just sell your services.

Advertising 52

Advertising Financial Advisor Financial Services Clients 52

Indigo Marketing Agency

MARCH 21, 2024

As a financial advisor, you understand the importance of a robust online presence in today’s digital landscape. With potential clients turning to the internet to find financial advice and services, optimizing your website for search engines is crucial. What Are the Key Elements of an Effective SEO Strategy?

Financial Advisor 89

Financial Advisor Engineering Consulting Financial Advice 89

Sara Grillo

DECEMBER 11, 2023

What does low fee financial advice actually look like, from the inside? I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s talk about it. Today I have Paul Barry, CEO of Middle Street Capital. Don’t be fooled!

Financial Advisor 59

Financial Advisor Financial Advice Wealth Management Consulting 59

eMoney Advisor

MARCH 22, 2023

1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. In fact, the Fidelity Investments 2022 Investor Insights Study found that 63 percent of GenY and Gen Z believe working with an advisor is key to achieving financial success.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

Sara Grillo

APRIL 19, 2024

But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. I’m not a lawyer – so please don’t interpret anything I say here as legal advice. Do your own diligence when you are seeking financial advice. Don’t be fooled!

Financial Advisor 97

Financial Advisor Financial Advice Accounting Clients 97

Sara Grillo

JANUARY 8, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. And now let’s get onto the blog!

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Sara Grillo

JUNE 24, 2024

But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Don’t be fooled! I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Insurance 59

Insurance Math Financial Advice Compliance 59

Sara Grillo

OCTOBER 31, 2022

As an aside, please do not interpret this as legal advice of any sort, and it’s also not an endorsement of any particular person mentioned herein. If you are checking out a financial advisor, do your own research and consult with an attorney if need be. Here are some examples of things Ethical Financial Advisors do.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

International College of Financial Planning

MAY 6, 2022

With the help of a certified financial planner, you can work from anywhere in the world. This can be a great way to save money and time while still getting the financial advice you need. Finally, CFP lets you utilize affordable online services. It reveals everything about finance to you.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Midstream Marketing

NOVEMBER 12, 2024

Introduction In the tough world of financial services, financial advisors must grow their client base by prospecting for new advisors and prospective clients. This means finding and reaching out to potential clients who will appreciate your services. These can also answer common questions about financial planning.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Sara Grillo

MAY 24, 2024

But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Protect yourself from the financial services industry! Don’t be fooled! Check it out.

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Financial Services 52

Sara Grillo

AUGUST 25, 2023

I am an irreverent and fun marketing consultant for financial advisors. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Midstream Marketing

AUGUST 14, 2024

This can attract clients who are looking for financial advice. Share helpful information about financial advisor services. They might need financial guidance. Trust and credibility are very important in financial services. They allow you to share your knowledge about financial services.

Financial Advisor 52

Financial Advisor Clients Media Consulting 52

Sara Grillo

NOVEMBER 13, 2023

The impact of their healthcare choices on their financial plan – healthcare is a large line item. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” How do people get help?

Clients 59

Clients Financial Advisor Healthcare Insurance 59

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Focus on short-term goals. Sources: 1.

Financial Planning 95

Financial Planning Clients Planning Education 95

eMoney Advisor

FEBRUARY 8, 2023

Offering niche financial advice allows you to deliver as much value as possible to meet particular client needs. As a niche financial professional, you want your clients to know that you can customize their plan to meet their unique circumstances. One example of a differentiation strategy is focusing on a niche market.

Marketing 81

Marketing Marketing Clients Certification 81

Harness Wealth

MAY 25, 2023

Hourly Fee Fee charged per hour of advice. Between $120 and $300 per hour A 2-hour consultation could cost between $240 and $600. Fixed Fee A flat fee charged for a specific service. Between $1,000 and $3,000 A comprehensive financial plan could cost $2,000. How Much Should I Expect to Pay for Financial Advice?

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

eMoney Advisor

NOVEMBER 9, 2022

As wealth begins to change hands, there will be new expectations for the financial planning industry —new service areas to explore and new client expectations to exceed. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

Sara Grillo

DECEMBER 22, 2023

But before we get to the podcast… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Don’t be fooled! Also, there is selection bias inherent in this list. 9 Sept 2013).

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Sara Grillo

AUGUST 14, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Does conflict of interest matter?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 12, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”. I am an irreverent and fun marketing consultant for financial advisors. Doug Twiddy. See you in the next one!

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. The SEC and several state and local agencies regulate and monitor financial advisors.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Envision Wealth Planning

MAY 23, 2022

Ethics matter in financial advice! If there were more examples of ethical financial advisor practices, then there would be more rightful actions taken by the industry as a whole. Our fee is a fixed flat fee for ongoing investment management and financial advice and guidance as needed. Ethics matter.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Midstream Marketing

AUGUST 13, 2024

Introduction In financial services, finding the right clients requires a smart marketing plan. It is important to show your skill in financial planning. You can do this by offering rewards like free guides, webinars, or consultations. Another option is to use direct mail marketing for financial advisors.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Sara Grillo

JUNE 2, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Inside Information

SEPTEMBER 28, 2021

The whole premise of the legislation that forms the foundation of the SEC’s regulation of the financial services marketplace is in direct agreement with the XYPN petitions. The point here is what’s in the middle. No wonder Wall Street coopted those former terms and abandoned the latter ones.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

The Big Picture

OCTOBER 19, 2022

It’s through our portfolio and analytics and consulting service. We can consult with you on “Hey, you might be overexposed here underexposed. And you know, we’re financial services firm, so growth is good, but you have to have control on processes and quality. And it’s financial advice.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

Sara Grillo

JUNE 17, 2024

But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Don’t be fooled! 2 I have a newsletter entirely devoted to advocacy for the consumer.

Insurance 59

Insurance Financial Advice Math Compliance 59

Darrow Wealth Management

NOVEMBER 5, 2024

It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. professional services, consulting, law, health, financial services, farming, among others). Through ongoing financial advice and asset management, we aim to help our clients make the most of a sudden wealth event.

Taxes 71

Taxes Wealth Management Tax Planning Assets 71

Walkner Condon Financial Advisors

JUNE 2, 2023

According to Her Money , more people are seeking professional financial advice, creating greater opportunities for more women to enter the field. In order to share this opportunity with other women, we need to take into account how those newer to the financial services profession are mentored.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Big Picture

APRIL 25, 2023

How did you come across the synergy of combining a law firm with a consultancy that specialized in compliance and regulatory supervision? I mean so MarketCounsel consulting will work with firms on really understanding their scope of services, taking inventory over their conflicts of interest, drafting out fee schedules, investment strategy.

Compliance 162

Compliance Clients Wealth Management Management 162

Sara Grillo

AUGUST 26, 2024

I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Lee holds a Ph.D.

License 52

License Financial Advisor Certified Financial Planner CFP 52

WiserAdvisor

JULY 24, 2022

Tax-loss harvesting is a strategy that uses your investment losses incurred in a financial year to reduce the tax on your investment gains earned in the same year. High-net-worth financial advice is critical for very and ultra-high-net-worth individuals, too, as they have multiple income sources and very high inflows of cash.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Sara Grillo

APRIL 10, 2023

-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. Lee holds a Ph.D.

Investments 52

Investments Investing CFP Financial Advisor 52

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. I am a CFA® charterholder and financial advisor marketing consultant. It’s about to get very, very heated so let’s get on to the show!

CFP 80

CFP Financial Planner Ethics Financial Planning 80