Advisor Perspectives

JANUARY 1, 2023

Switching broker-dealers/RIAs is a monumental decision for financial advisors. This white paper will teach you how to successfully evaluate potential B-D/RIA partners and find the perfect fit for your financial practice by sharing valuable insights and advice from advisors who’ve been through the process of switching firms.

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Advisor Perspectives

NOVEMBER 29, 2022

Switching broker-dealers/RIAs is a monumental decision for financial advisors. This white paper will teach you how to successfully evaluate potential B-D/RIA partners and find the perfect fit for your financial practice by sharing valuable insights and advice from advisors who’ve been through the process of switching firms.

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Midstream Marketing

SEPTEMBER 24, 2019

The Top 15 Financial Advisor Website Calculators You Need to Be Aware Of. As someone who has devoted a lot of time to generating predictable leads for independent financial firms over the last decade, I see a lot of people fall into the same basic trap again and again. The Power of Financial Advisor Calculators.

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Advisor Perspectives

DECEMBER 12, 2022

After setting aside a stumbling block or two in its white papers, I found it to be the best platform for financial advisors I have ever seen. When I heard that the investment management firm GMO had created a retirement planning tool to mitigate “sequence of returns” risk I looked forward to learning about it.

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Sara Grillo

FEBRUARY 2, 2024

I wrote this blog in response to a question I got from a financial advisor. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. 1 The first thing is displaying knowledge of local financial systems.

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Steve Sanduski

JANUARY 16, 2024

In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs would fall by the wayside. Should all advisors be rain makers?

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Indigo Marketing Agency

NOVEMBER 20, 2023

Are you a financial advisor looking to expand your subscriber numbers and cultivate valuable leads with your email marketing? Continue reading for expert advice tailored to the specific needs of financial advisors just like you. Paid Advertising (PPC) for Financial Advisors Create targeted ads on Google and Facebook.

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Indigo Marketing Agency

MAY 31, 2023

As a financial advisor, finding ideal clients can be a challenging task. In a recent panel discussion at the Jolt Conference , experts shared insights on how financial advisors can use webinars and courses to attract clients. It’s important to know who you are trying to talk to and where they are hanging out.

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Indigo Marketing Agency

OCTOBER 25, 2019

Embracing a Niche As a Financial Advisor. But where should you start developing a niche as a financial advisor? In this episode, we’ll visit with a top-performing specialist advisor, Landon Loveall of KB Financial Advisors. Today we have Landon Loveall with KB Financial Advisors.

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Walkner Condon Financial Advisors

JUNE 2, 2023

Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. It’s estimated that over 80% of widows change their financial advisors after the death of their spouse. And we all know how stressful finances can be.

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Inside Information

DECEMBER 26, 2023

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. This white paper is an echo of Hurley’s original forecasts. Conclusions?

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Indigo Marketing Agency

JULY 1, 2024

It needs a personalized, cutting-edge marketing plan, which is where a marketing agency for financial services comes in. At Indigo Marketing Agency, we specialize in creating personalized marketing strategies specific to financial advisors. Here are five of the best reasons to work with such specialized companies.

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Walkner Condon Financial Advisors

AUGUST 13, 2022

For the sake of keeping this a blog post vs. an all-out white paper, I decided to pick a few of the common topics that come up frequently in my conversations. FINANCIAL ADVISOR. Mitch DeWitt is one of the co-founders and managing partners of Walkner Condon Financial Advisors. IRAs do not allow this.

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Midstream Marketing

FEBRUARY 19, 2021

At its core, a Facebook Pixel is a powerful analytics tool that gives you the chance to accurately measure the effectiveness of your Facebook advertising for financial advisors, all by better understanding the actions that people are actually taking on your website.

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Midstream Marketing

FEBRUARY 11, 2021

Of course you have – it’s happened to most financial advisors. But first, it’s important to get a better understanding of what a financial advisor Facebook Pixel actually is, and why it’s so important to the ongoing success of your campaign.

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Zoe Financial

DECEMBER 12, 2023

We have a new white paper called “Welcome to the Jungle,” written by industry consultant Mark Hurley. Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Fairly comprehensive.

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Midstream Marketing

OCTOBER 30, 2024

The Importance of Marketing in Today’s Financial Advisory Sector For financial advisors to succeed in today’s busy market, they need a solid marketing plan. Content marketing: Share helpful tips through blog posts, articles, and white papers. Clients looking for investment advice have many options.

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Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). I am a CFA® charterholder and financial advisor marketing consultant. Let’s talk about it.

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Tucker Advisors

SEPTEMBER 27, 2021

The financial advisors who can best inform people about financial risk, and the most effective ways to minimize it, will enjoy a lasting edge over their competitors. . For more information on indexed annuities and an exclusive interview with Tucker Financial’s Darren Petty, click here. References. Sources: 1.

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Tucker Advisors

SEPTEMBER 8, 2021

For decades now, the financial industry has presented indexed annuities as products. Some financial advisors used them in ways that did not maximize their advantages for the client. The indexed annuity can play a crucial part in any financial portfolio that seeks a balance of growth and security. Sources: 1.

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BlueMind

APRIL 25, 2022

This goes to show how important it is that you as financial advisors need to develop attitudes and strategies that accommodate the female gender. Related: 7 Productive Cold Calling Tips for Financial Advisors. Failure to receive such empathy may result in an unsatisfied female client who abandons their advisor.

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Indigo Marketing Agency

MAY 5, 2020

About Your Presenters: Claire Akin, MBA Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving top independent financial advisors. She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing. I used to be an advisor with LPL Financial.

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Investment Writing

AUGUST 20, 2024

Put like things together Keep like with like, as I keep my sweaters together in one drawer Financial writing that’s well organized is easier to read than writing that hops from one topic to another and then goes back and forth again. How are YOU working to improve your financial writing?

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