Indigo Marketing Agency

JANUARY 4, 2022

Join me in this quick video where I discuss 8 of the 12 top pages: Does your company have top-performing website pages? What makes a good financial advisor website? We’ve worked with thousands of advisors across the country. And after analyzing data for our 30 top-performing websites, we discovered each advisor had 12 web pages in common. Today, we’ll go over each of those web pages, why they’re so important for conversion rates, and show you A+ examples of each. 1.

Financial Advisor 59

Financial Advisor Fee Only Financial Planning Clients 59

The Irrelevant Investor

JANUARY 7, 2022

I was scrolling on a website the other day when I saw something that stopped me in my tracks: "We have a combined 400 years in the market." It got me thinking about experience and how much it really matters. Spending time in the market certainly makes you a more seasoned investor, but does it make you a better one? Was Warren Buffett better at 70 than he was at 40?

Assets 52

Assets Marketing Marketing Investing 52

Advisor Websites

JANUARY 7, 2022

As a Financial Advisor, your digital marketing strategy is one of the most useful tools in generating new leads for your business. However, it can be difficult to figure out which mediums and tactics are most beneficial for your specific business needs, and are worth investing your time and money into.

Financial Advisor 52

Financial Advisor Marketing Marketing Investing 52

AdvicePay

JANUARY 6, 2022

It’s hard to believe that we are waving goodbye to 2021 and entering a new year! As a final send-off, we’ve compiled our top 10 most-read blogs of 2021. It’s a great way to reflect on the year, and also gives you a chance to peruse any articles you may have missed along the way.

Sales 52

Sales Management Marketing Marketing 52

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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

ClearMoney

JANUARY 5, 2022

Marketing 52

Marketing Marketing 52

Gen Y Planning

JANUARY 5, 2022

It’s a new year, and with it comes many hopeful resolutions. . We’re used to seeing several common new year ambitions like adopting a healthy lifestyle, spending more time with family and friends, and learning a new skill. Increased financial wellness is also at the top of many people’s lofty beginning-of-the-year plans. . But don’t worry; this isn’t a blog about creating a financial New Year’s resolution (we don’t want to set you up to fail).

Insurance Coverage 52

Insurance Coverage Insurance Accounting Taxes 52

Yardley Wealth Management

JANUARY 4, 2022

The post Protecting What’s Yours (While You’re Alive) appeared first on Yardley Wealth Management, LLC. Protecting What’s Yours (While You’re Alive) Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself or your loved ones.

Healthcare 52

Healthcare Medical Accounting Wealth Management 52

Indigo Marketing Agency

JANUARY 3, 2022

Drumroll, please…. I’m excited to introduce you to our biggest , most requested webinar of the year: How to Create Your 2022 Marketing Plan (& Grow Your AUM by 25%) ! Register Here After working with thousands of independent financial advisors , we’ve really cracked the code on what works to help advisors get new clients. And that’s exactly what I go over in this time-sensitive, information-packed webinar.

Planning 52

Planning Marketing Marketing Financial Advisor 52

The Irrelevant Investor

JANUARY 5, 2022

It's ugly out there. The Dow Jones Industrial Average might have hit an all-time high today, but growth stocks can't find a bottom, particularly the high multiple ones. ARKK, the poster child for this group, is down 45% from its highs last February, the largest decline in its history. The story that best encapsulates investor enthusiasm for growth stocks was when Zoom's market cap crossed ExxonMobil, which traces its roots back to 1870.

Numbers 52

Numbers Sales Valuation 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

Investing Caffeine

JANUARY 3, 2022

I n the face of an incredibly scary global pandemic, the stock market completed a phenomenal year (S&P 500 rocketed +27%) closing at a new all-time monthly record high, after also posting incredible results in 2020 (+16%) and 2019 (+29%). Naturally, the follow-on question I get most is, “What about next year?” And to this question, I annoyingly provide the same answer as the most successful long-term investor of all-time, Warren Buffett, “I have no idea.”.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Yardley Wealth Management

JANUARY 4, 2022

The post Protecting What’s Yours (While You’re Alive) appeared first on Yardley Wealth Management, LLC. Protecting What’s Yours (While You’re Alive). Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself or your loved ones.

Healthcare 52

Healthcare Medical Accounting Wealth Management 52

Bell Investment Advisors

JANUARY 4, 2022

To close 2021, investors cheered on the new year. Measured by the MSCI ACWI, global equity markets gained about 19% for the year. During the final week of trading, large-cap U.S. stocks shrugged off concerns about the Omicron variant, and many of those stocks went on to set new all-time highs. Interestingly, this rise wasn’t echoed equally by all stocks, some of which peaked earlier in the year.

Assets 40

Assets Investment Advisor Retail Economics 40

The Irrelevant Investor

JANUARY 4, 2022

The stock market is manipulated. Multiples are being driven endlessly higher by low interest rates and government spending and buybacks and flows into index funds. There's more than a little truth here, but mostly it's a lie. Real GDP is at an all-time high, as are earnings for the companies that ya know, make up the stock market. The 27% return for the SP 500 in 2021 was driven by earnings growth.

Government 52

Government Economy Marketing Marketing 52

Advertisement

Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

Accounting

ClearMoney

JANUARY 4, 2022

The following is provided by Dimensional Fund Advisors. It was a year of uncertainty and anticipation, of hopes for a return to a degree of normalcy following the onset of the COVID-19 pandemic in 2020. And it was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go—as well as the enduring benefits of diversification and flexibility.

Marketing 52

Marketing Marketing Commission Government 52

The Irrelevant Investor

JANUARY 3, 2022

How do you survive a bull market? Usually, when people talk about survival in the markets, they think about protecting one's capital in a bear market. But hanging during a multi-year bull market is no walk in the park. The longer it goes on, the more likely we think it's going to end. And yes, it will end someday, but what if that day is a long ways away?

Marketing 52

Marketing Marketing Valuation Banking 52

The Irrelevant Investor

JANUARY 1, 2022

On today's show, Ben and I spoke with Howard Lindzon. Depending on when you came to Finance Twitter, you'll know Howard from founding Stocktwits or as a venture investor at Social Leverage , where he made early investments in Robinhood, eToro, and Rally. Howard has been way ahead of the curve in terms of seeing where social investing was going. In a recent blog post, he wrote: One big thesis I had the last 10 years is every financial security available to retail investors would get fractionalize

Retail 52

Retail Financial Services Portfolio Investing 52

The Irrelevant Investor

JANUARY 1, 2022

Articles Attention is scarce and it is in high demand. (By Cobie) It is difficult to overstate how big an innovation this is. (By Albert Wenger) Is it better to be overpaid or underpaid? (By Jared Dillian) Growth is unpredictable (By Frederick Gieschen) There are more high net worth individuals writing more checks into more tech startups in more countries than ever before (By Balaji Srinivisan) In 99% of cases the person buying on the secondary market is the loser.

Startup 52

Startup Investing Investments Marketing 52

Advertisement

As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking