Indigo Marketing Agency

DECEMBER 28, 2021

If you’re like most financial advisors, you want to make the best impression possible on LinkedIn. And this may have you wondering: What should I do when I get a new LinkedIn connection? What protocol is there for following up and staying engaged? Well, that’s exactly what we’ll talk about today. As part of our Total Marketing Package, we help advisors grow their networks by making new connections on LinkedIn for them.

Financial Advisor 59

Financial Advisor Communication Financial Planning Marketing 59

The Irrelevant Investor

DECEMBER 31, 2021

As I thought about the ten lessons I would reflect on in 2021, I realized this would be a difficult exercise. Possibly pointless. That's because lessons are timeless, but annual observations are ephemeral. Markets are a game where the rules are constantly changing. Annual lessons are just observations of a moment in time. In 1995, you would have observed that it paid to buy the most expensive stocks.

Valuation 52

Valuation Marketing Marketing Numbers 52

The Richer Geek

DECEMBER 29, 2021

We have Shahar Abrams. And we are going to talk with Shahar about crypto. And I think everyone has questions. He’s passionate about helping my clients form, plan, and execute effective crypto investment strategies hand-tailored to their personal and financial goals. Shahar Abrams is a former blockchain industry professional with experience leading enterprise blockchain deployments at IBM.

Assets 52

Assets Investing Investments Math 52

Robert B. Ritter Jr.

DECEMBER 29, 2021

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Reasons to Act Now You should acquire your life insurance as soon as you determine its usefulness. That’s when your health may be the best it will ever be, and the benefits are more favorable […]. The post Blog #216: Cost of Waiting (Delay is the Deadliest Form of Denial) first appeared on Bob Ritter's Blog, ideas for financial service professionals

Financial Services 40

Financial Services Insurance Certified Financial Planner Wealth Management 40

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.

Accounting

Indigo Marketing Agency

DECEMBER 30, 2021

The new testimonial rule has officially gone into effect as of May 4, 2021! This completely revolutionizes the way financial advisors can market their services. But as an advisor, how do you effectively use the new testimonial rule in your marketing without running into compliance issues? That’s where we come in. We’re excited to announce that Indigo is now offering a Testimonial Program to help advisors get glowing client reviews online—all while remaining compliant.

Financial Advisor 52

Financial Advisor Compliance Clients Accounting 52

Inside Information

DECEMBER 28, 2021

A s I was writing the lead article for this issue of Inside Information , I came back to a question that I’ve been pondering ever since I worked at the International Association for Financial Planning back in the 1980s: what is the purpose of a professional association? . The easy answer is: to serve the members—and I would argue that some associations, including, for a couple of decades, the Financial Planning Association, have gotten that backwards, and somehow assume that their own health and

Financial Planning 40

Financial Planning Communication Ethics Fee Only 40

The Irrelevant Investor

DECEMBER 29, 2021

The end of the year is a time for reflection. It might seem silly, but I don't make the rules. I was thinking about sending an invite to somebody recently. And I almost didn't because it was just easier to say "nevermind." There are a million ways to talk yourself into why somebody doesn't want an invite. "Ahh they'll probably say no anyway. I don't want to bother them.

52

52

The Irrelevant Investor

DECEMBER 27, 2021

Today’s Animal Spirits is brought to you by NaviPlan by InvestCloud On today’s show Ben and I answer listener questions on : Creating an income-based portfolio How to judge your financial advisor When to sell an underperformer, and much more Listen here: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions. Follow us on Facebook , Instagram , and YouTube.

Financial Advisor 52

Financial Advisor Portfolio 52

The Irrelevant Investor

DECEMBER 25, 2021

Articles Enough is elusive because when you reach it, you’re no longer the person that once desired it. (By Lawrence Yeo) The internet was supposed to usher in a Golden Age of media (By Li Jin and Katie Parrot) Paying people to use a product or a game can make economic sense in some situations. (By Dror Poleg) No serious CEO with real prospects for profit would flail about on social media, stitching himself to whatever nonsense is currently trending online (By Doomberg) 90+% of projects launche

Media 52

Media Economics Planning Marketing 52

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting