Remove Financial Guidance Remove Retirement Planning Remove Seminar
article thumbnail

Seminar Marketing for Financial Advisors

Indigo Marketing Agency

Seminar Marketing for Financial Advisors Guide to Seminar Marketing for Financial Advisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financial advisor businesses spend a great deal of their marketing efforts promoting and hosting seminars.

article thumbnail

Hispanic clients share concerns about financial security

Nationwide Financial

However, there is one factor that does seem to make a difference – working with a financial professional (FP). Hispanic adults who are working with FPs were less likely to have postponed retirement than those who are not. Obstacles to retirement planning. Seeking professional financial guidance.

Clients 98
article thumbnail

Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

eMoney Advisor

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional.