Indigo Marketing Agency
FEBRUARY 12, 2020
Are you struggling to figure out who you serve best and the type of clients you want to target with your marketing? Do you need help identifying a viable target market and creating a message that resonates with that group? This new webinar is the answer to the question I get all the time from advisors, which is: How do I figure out the best niche for my firm?
The Irrelevant Investor
FEBRUARY 12, 2020
On today’s show we discuss: The agony of Tesla bears Young people are trading, is that bad? My experience with trading 10 thing Jonathan Clements wish he knew in his 20s 90% of Americans satisfied with personal life, yea right The millennial wealth gap isn't that bad? Vanguard's move into private equity Bond funds. So hot right now Mortgage rates are falling Spotify buys The Ringer The downside of sports gambling NYC broker fees are disappearing Instagram versus YouTube To spot the next recessio
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Indigo Marketing Agency
FEBRUARY 12, 2020
The financial advisor technology tools your firm uses can make or break the client experience. A slow website, complicated financial planning software, irrelevant emails—these can all leave a sour taste in your clients’ mouths and leave them searching for someone else. . But the right technology has the opposite effect. The right technology empowers your clients to take control of their financial lives; makes them excited to get in touch with you; and keeps a steady stream of relevant content in
The Irrelevant Investor
FEBRUARY 12, 2020
With a 44% gain, Bitcoin is far and away the best performing asset so far in 2020. What this means, exactly, is that if you bought Bitcoin on December 31st at precisely $7,119.63 and held it until today, the value of your coins have increased by 44%. El capitan obvious, I know, but this is important because the way we talk about returns matters. Bitcoin is up 44% over the first 42 days of the year, that's a fact, but another fact is that Bitcoin started the year 64% below its all-time high, and
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
The Irrelevant Investor
FEBRUARY 11, 2020
The New York Fed just updated its quarterly report on household debt and credit and things are looking About 1.0% of current mortgage balances became 30 or more days delinquent in 2019 Q4, near the lowest level observed in the data history. Low interest rates are hurting savers, but they're helping borrowers. Mortgage originations soared in the fourth quarter, which was driven by borrowers with a very healthy credit history.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Indigo Marketing Agency
FEBRUARY 10, 2020
Before you spend a lot of time and money on your marketing, it’s important to first figure out exactly who you want to reach and the message that will resonate best with those people. Many of the advisors I speak with are stuck, not knowing how to embrace a specialty or focus their marketing message. Luckily, there’s a fantastic new book that can help.
The Irrelevant Investor
FEBRUARY 9, 2020
Articles A small home is the key to a big portfolio By Jonathan Clements Acquiring users is the new building factories. By Alex Danco If you win the popularity game, what might you expect? By Tim Ferriss The biggest lie in personal finance is that you can be rich if you just cut your spending By Nick Maggiulli Orson Welles almost scared America to death.
The Irrelevant Investor
FEBRUARY 13, 2020
What is the most important factor behind one's investing experience? Is it their ability to analyze a business, their temperament, or their network? It's none of these things. For almost all investors, the most important driver of investment returns is the year you were born, and therefore how old you are when you began investing. One of my favorite data points ever, courtesy of Nick Maggiulli , is that if you had invested from 1960-1980 and beaten the market by 5% each year, you would have made
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