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MiB: Jennifer Grancio, Engine No. 1

The Big Picture

This week, we speak with Jennifer Grancio, the chief executive officer of impact investment group Engine No. Grancio has more than 25 years of experience scaling businesses across financial services; prior to joining Engine No. We discuss how Engine No. The post MiB: Jennifer Grancio, Engine No.

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Managing Outsourcing Of SEO (Search Engine Optimization) For A Financial Advisor

Nerd's Eye View

According to the most recent Kitces Research on Advisor Marketing, one of the most efficient marketing strategies is Search Engine Optimization (SEO), which involves taking a series of actions meant to get an advisor's website listed at the top of the rankings of a search engine like Google for specific search terms.

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Unlocking the Game of Financial Services with Kevin Tostado

NAIFA Advisor Today

After a 15-year career in the film industry, including directing and producing award-winning documentary Under the Boardwalk: The Monopoly Story , he transitioned to financial services. As a career changer, Kevin brings a unique perspective on consultation, utilizing storytelling and strategic thinking to advise clients.

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Dominating Digital: Mastering SEO for Financial Services

Indigo Marketing Agency

SEO for financial services won’t exist for another few decades. You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. The post Dominating Digital: Mastering SEO for Financial Services appeared first on Indigo Marketing Agency.

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Mike Paffhausen's Journey From Civil Engineer to Financial Leader

NAIFA Advisor Today

Mike Paffhausen’ s journey from a civil engineering graduate to the owner of the Mike Paffhausen State Farm Agency in Butte, Montana, is a tale of finding one's true calling beyond the confines of traditional career paths.

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SEO For Financial Services Brands: How to, Key Trends & Opportunities

Steven J. Wilson

As the financial services landscape continues to evolve, so do the opportunities for financial service professionals to reach and engage their target audiences. One of the most effective ways to reach consumers is through search engine optimization (SEO).

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NAIFA Welcomes New Member Nate Wyatt 

NAIFA Advisor Today

So, in his junior year in college, he switched his major from engineering to finance. He took an internship at a bank and started his career in insurance and financial services right out of college. Nate Wyatt, CFP , always knew he loved numbers, but he also knew he wanted a career helping people.

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