Weekend Reading For Financial Planners (November 30–December 1)
Nerd's Eye View
NOVEMBER 29, 2024
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Financial Planner Financial Services Media 
Weekend Reading For Financial Planners (May 6-7)
Nerd's Eye View
MAY 5, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)
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Weekend Reading For Financial Planners (May 18-19)
Nerd's Eye View
MAY 17, 2024
Altogether, the study suggests that social media engagement is driven more by the quality (and originality) of the advisor's content, rather than the quantity of posts.
Enhance Your Financial Planner SEO Using SEM
Midstream Marketing
NOVEMBER 7, 2024
Key Highlights Learn how to improve your financial planner’s online visibility by using SEO and SEM wisely. Introduction In financial planning, it is key to know about search engine optimization (SEO) and search engine marketing (SEM). Digital marketing strategies are crucial for the success of financial planners.
Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business
Indigo Marketing Agency
FEBRUARY 19, 2025
Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business In the mid-2000s, digital marketing was just one of many mediums local businesses were starting to utilize to growalong with newspaper ads, phone book ads, direct mail ads, radio and TV ads, billboards, door-to-door sales, and more.
The Reboot and Rebrand of Advisor Today
NAIFA Advisor Today
JANUARY 28, 2025
Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.
How Financial Advisors Can Create a Winning Marketing Plan to Grow Their Practice
Indigo Marketing Agency
JANUARY 28, 2025
Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come.
Strategies for Lead Generation for Financial Advisors
Midstream Marketing
NOVEMBER 8, 2024
Key Highlights Find good ways to get new clients as a financial advisor. Learn to use social media, content marketing, SEO, and more. Explore several ways to get financial advisor leads. Get advice from experts about good tools and methods for lead generation in financial services.
How Certified Financial Planners Can Leverage Digital Platforms?
International College of Financial Planning
OCTOBER 17, 2023
The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. These professionals can deliver superior client services by embracing digital platforms and understanding their potential.
The Comprehensive Handbook for Digital Marketing for RIAs
Midstream Marketing
DECEMBER 6, 2024
Discover how digital strategies like AI-driven personalization and strong social media campaigns can help. Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. Financial products can be complex as well. Use SEO tools like SEMrush or Ahrefs.
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Advertising for Financial Advisors: Strategies for Success
Midstream Marketing
OCTOBER 29, 2024
This guide offers helpful tips to create a good advertising plan in the financial services area. This includes using social media, improving your SEO, and designing effective email campaigns. You can build strong relationships with new clients in the financial services field. What do you want to achieve?
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What Do Financial Adviser Designations Mean? What are the Letters after a Name?
Carson Wealth
JULY 12, 2022
Quite a bit of discovery from one sentence filled with planner-speak! . Financial service professionals like Tammy climb a competence stairway to work with clients. In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. .
41 Top Influencers for Financial Advisors in 2023
Indigo Marketing Agency
DECEMBER 19, 2022
He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.
Best Ad Practices That Work for Marketing Financial Advisor Services
Indigo Marketing Agency
MARCH 19, 2025
Best Ad Practices That Work for Marketing Financial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. The major media platforms, like Meta, LinkedIn, and Instagram, make money from advertisers.
Top 10 Tips for Financial Advisor Marketing Campaigns
Midstream Marketing
DECEMBER 10, 2024
Consistency is key: ensure your branding is uniform across your website, social media, emails, and marketing materials. Social Media Engagement Social media is a powerful tool for advisors to establish an online presence and reach potential clients. Always follow the rules for sharing financial information on social media.
Elevate Your Game: New Financial Advisor Prospecting Methods
Midstream Marketing
NOVEMBER 12, 2024
This simple practice ensures that you never miss an opportunity to make a lasting impression and potentially gain new financial advisor prospects through effective networking. Key Highlights Find new ways to get better at being a financial advisor. Discover how to create a strong online presence and use social media to attract leads.
Advisors Share 5 Ideas to Make Onboarding More Inclusive
eMoney Advisor
JUNE 8, 2023
“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. You and your staff members need to be prepared to discuss those goals without judgment. Sources: 1. Gallup, “U.S.
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Seminar Marketing for Financial Advisors
Indigo Marketing Agency
MARCH 5, 2025
Social Media & LinkedIn Outreach Platforms like Meta (Facebook & Instagram) and LinkedIn allow you to target potential attendees based on interests, job titles, and demographics. LinkedIn outreach: Direct messaging and LinkedIn posts help engage professionals interested in financial planning.
Stuck Inside? Save 20% On The Marketing Guide For Financial Advisors! (Buy Now)
Indigo Marketing Agency
MARCH 12, 2020
For a limited time, you can save 20% on your paperback copy of The Marketing Guide For Financial Advisors on Amazon (on sale for just $15.99). As many of you may know, Financial Advisor is the go-to company for industry-leading financial services advice. Okay, now for the review: .
Websites for Financial Advisors: What’s Working in 2024
Indigo Marketing Agency
JULY 23, 2024
Powerful Mission Statement PFA’s mission statement highlights that they are a team of CERTIFIED FINANCIAL PLANNER professionals, enhancing their credibility and perceived value. Comprehensive Service Breakdown A detailed breakdown of their services follows, aiding visitors in understanding the full scope of what PFA offers.
Top Compliance Challenges Financial Advisors Face
BlueMind
JULY 15, 2022
Not only that, the added cost of hiring financial service employees to manage data adds to the cost of securing that data. Dealing with clients that fail to fully disclose their personal information that may have implications on financial decisions could lead you down a rabbit hole of compliance issues.
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A Financial Advisor’s Guide to YouTube
FMG
OCTOBER 2, 2023
They may be wondering: “What is a fiduciary financial planner?” What to look for in a financial planner?” What does a financial planner do?” Behind-the-Scenes Just as you would for your social media channels, consider creating videos that give users a behind-the-scenes look into your business.
Meet the firm that is finally bringing financial planning to small accounts!
Sara Grillo
JANUARY 8, 2024
Zack’s response to these claims is that the healthier psychology of the employee and their feelings of financial stability only helps the company to be more successful. For marketing tips in the transparency age… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.
10 Proven Financial Advisor Lead Gen Strategies
Midstream Marketing
AUGUST 14, 2024
Understand why social media marketing is important on sites like Facebook and Instagram. Introduction For a financial advisor, getting new clients is very important for business growth. Share helpful information about financial advisor services. They might need financial guidance. Talk to your connections.
7 Ways to Optimize Your Google Business Profile To Get More Local Traffic
FMG
FEBRUARY 3, 2023
By claiming your GBP profile, you can verify and edit all the information about your business on Google and make the connection you need for prospects to find your financial services firm. However, they offer plenty of specific categories for the financial services industry.
Flat fee advisor list by state
Sara Grillo
MARCH 22, 2024
Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact!
The Best Books for Financial Advisors
Indigo Marketing Agency
APRIL 26, 2021
In my latest book, The Marketing Guide for Financial Advisors , I demystify marketing for financial advisors and give concrete steps on how to hone your niche, generate leads online, stay engaged with clients, improve your social media presence, and more. Storyselling for Financial Advisors by Scott West & Mitch Anthony.
Low cost financial advisors who WON’T cost you a bloody fortune!
Sara Grillo
MAY 16, 2022
I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. There are alot of schmucks out there hawking crap products disguised as financial advice. Jon Luskin charges a one time fee of $1,275 for his service.
36 Top Influencers for Financial Advisors in 2022
Indigo Marketing Agency
JANUARY 17, 2022
He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of my personal heroes and mentors. Guess what?
Transcript: Joanne Bradford
The Big Picture
MAY 7, 2024
She had very senior roles at places like Yahoo, Pinterest, demand Media Business Week. So I went to a company called Demand Media, which was sort of the first reverse engineering of the algorithm. And then we’d write that content and it was called Demand Media. It should have a world class media it, right.
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Don’t fall for the BS – use these RAW and REAL tips to find a financial advisor!
Sara Grillo
DECEMBER 22, 2023
Many of these are awards they paid for, or that they got by being active and visible on social media or having a certain size book of business. It’s a marketing award not a service award and the selection process is very false. Check out this blog I wrote about all the BS financial advisor awards. Sara G Sources Rostad, Knut. (9
Websites for Financial Advisors: What’s Working in 2024
Indigo Marketing Agency
JULY 23, 2024
Powerful Mission Statement PFA’s mission statement highlights that they are a team of CERTIFIED FINANCIAL PLANNER professionals, enhancing their credibility and perceived value. Comprehensive Service Breakdown A detailed breakdown of their services follows, aiding visitors in understanding the full scope of what PFA offers.
Best Books for Financial Advisors [Ebook on Digital Marketing Services]
Indigo Marketing Agency
MARCH 5, 2020
Bill and I have a workshop webinar where we help financial advisors choose a specialty and create a radically relevant marketing message. The Million-Dollar Financial Advisor by David J. Best for: Advisors who want to be top producers in the financial services industry. You can check it out here. Mullen, Jr. The Wrap-Up.
Does being a fiduciary financial advisor REALLY matter – or is it “meh?”
Sara Grillo
AUGUST 14, 2023
Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.
This broker vs. financial advisor debate got ABSOLUTELY crazy!
Sara Grillo
DECEMBER 12, 2022
Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. I hope you’ll at least join my weekly newsletter about financial advisor lead generation.
Integrating Live Chat with Your Advisor Website
FMG
MARCH 20, 2024
Live chat is particularly effective for high-value financial services since the shoppers are generally seeking more information. CEO and Lead Financial Planner Nestor Vargas, CFP® , pops up in the corner asking, “Can I help you find the answer to a specific question?”
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How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.
How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.
Top 35 Influencers for Financial Advisors in 2024
Indigo Marketing Agency
JANUARY 24, 2024
Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator. Ron was also a guest on our founder Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.
Top 35 Influencers for Financial Advisors in 2024
Indigo Marketing Agency
JANUARY 24, 2024
Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator. Ron was also a guest on our founder Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.
This year’s Wild Crypto Debate
Sara Grillo
AUGUST 26, 2024
I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. In addition to his formal Education Robert Wright holds his FINRA Series 7 and 66 licenses, is a CERTIFIED FINANCIAL PLANNER Professional and holds Georgia Resident Life and Health Insurance License.
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Crypto – just a rock, or a good investment? (debate got wild)
Sara Grillo
APRIL 10, 2023
Our scheduled meetups are here: April 12 th , 2023 May 10 th , 2023 June 14 th , 2023 July 12 th , 2023 August 9 th , 2023 September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. Lee holds a Ph.D.
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Transcript: Brian Hamburger
The Big Picture
APRIL 25, 2023
HAMBURGER: Somehow this deal that was concocted, you know, on the back of a cocktail napkin, you know, seemingly amongst four global titans, you know, of financial services. To me, it just makes more sense that your financial planner should be more like your attorney than a used car salesman.
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Should you cancel your CFP designation?
Sara Grillo
SEPTEMBER 12, 2022
In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financial planners and by suggesting that its member standards are higher than those of regulatory agencies. Source: SEC. Source: CFP Board.
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