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.

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Financial Services Financial Planner Advertising Financial Advisor 59

Nerd's Eye View

MARCH 21, 2023

Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms. My guest on today's podcast is Brenda Hiscock.

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eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. Financial Planner Job Growth in the Next Decade. The Financial Planning Workforce. population.

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Financial Planner CFP Certified Financial Planner Financial Advisor 74

eMoney Advisor

DECEMBER 19, 2022

Financial planning is inherently a helping profession. I feel fortunate to have a career as a financial planner, dedicating every day to helping others make the best life decisions they can with their money. Try a Presentation Formula: Pictures, Words, and Numbers. See the Importance of Your Relationship with Money.

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eMoney Advisor

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2

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Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

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Financial Services CFP Certified Financial Planner Certification 98

Midstream Marketing

NOVEMBER 8, 2024

Get advice from experts about good tools and methods for lead generation in financial services. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

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Financial Advisor Media Financial Services Clients 52

Nerd's Eye View

FEBRUARY 21, 2023

Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households.

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Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. You can build strong relationships with new clients in the financial services field. A good advertising plan does more than just sell your services.

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Advertising Financial Advisor Financial Services Media 52

Midstream Marketing

DECEMBER 6, 2024

Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. It is crucial to follow SEC rules because the laws for advertising in financial services are strict. Financial products can be complex as well.

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Marketing Marketing Media Engineering 52

Indigo Marketing Agency

MARCH 19, 2025

Be Clear, Not Clever Many financial advisors struggle to generate leads because their ads lack clarity, simplicity, and a compelling call to action. Financial services can be complex in the mind of our audience, and if potential clients have to decode your message, theyll keep scrolling.

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Financial Advisor Advertising Marketing Marketing 52

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.

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Financial Advisor CFP Financial Services Education 116

Steve Sanduski

JUNE 13, 2023

Guest: Jason Pereira , Partner & Senior Financial Consultant at Woodgate Financial Inc. Jason is a financial planner, writer, speaker, teacher, and podcast host with 20 years of experience in finance, practice management, and fintech. What Dunbar’s Number tells us about the optimal size of your practice.

Financial Planning 52

Financial Planning Planning Financial Planner Ethics 52

Indigo Marketing Agency

MARCH 5, 2025

Maximizing Lead Generation From Seminar Marketing for Financial Advisors Capturing Attendee Information Every attendee is a potential client, so its essential to collect their information for follow-ups. Many attendees are already considering financial services but need reassurance before taking the next step.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Walkner Condon Financial Advisors

JUNE 2, 2023

CFP Board certificant data makes one thing clear: “the issue of the low number of women CFP® professionals is primarily a problem of attraction, and not one of retention. According to Her Money , more people are seeking professional financial advice, creating greater opportunities for more women to enter the field.

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Financial Planning Planning CFP Financial Advisor 98

eMoney Advisor

JUNE 12, 2023

Effective data visualization has the potential to motivate clients towards their goals and deepen the planner-client relationship. If a client has expressed that they get lost when they’re presented with lots of data, showing them a bunch of charts and numbers is going to make them feel overwhelmed.

Financial Planner 52

Financial Planner Clients Financial Planning Planning 52

International College of Financial Planning

AUGUST 3, 2024

The Growing Demand for Skilled Professionals The Banking, Financial Services and Insurance Industry (BFSI) is constantly evolving, with insurance being a critical component. Helping People Secure Their Future A career in insurance planning is not just about numbers and policies; it’s about helping people protect their futures.

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Insurance Certified Financial Planner Planning Certification 40

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. Why is it important to have a clear call to action (CTA) on a financial advisor's website?

Financial Advisor 98

Financial Advisor Certified Financial Planner Retirement Clients 98

Midstream Marketing

DECEMBER 10, 2024

These campaigns help build a strong marketing plan for financial advisors. By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. You can focus on important keywords that relate to financial services.

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Financial Advisor Marketing Marketing Clients 52

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. And so the magic number was $388 a month. That they could add to PayPal’s numbers. Like everybody will eventually be a financial services company or an advertising company. She was Chief Revenue Officer at Microsoft.

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Startup Advertising Engineering Numbers 147

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Out of all the finance jobs available to college graduates, financial managers are some of the highest-paying, with high demand for workers in this field. Financial Analyst. Hedge Fund Manager.

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Budgeting Compliance Accounting Insurance 88

Indigo Marketing Agency

APRIL 26, 2021

Best book for financial advisors who want to connect with prospects through storytelling The financial services industry gets a bad rap for being dull and boring. Financial advisors can leverage the techniques in this book to calm their clients’ fears, eliminate their doubts, and improve their lives.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

Midstream Marketing

NOVEMBER 12, 2024

Introduction In the tough world of financial services, financial advisors must grow their client base by prospecting for new advisors and prospective clients. This means finding and reaching out to potential clients who will appreciate your services. You should provide a phone number to book a consultation.

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Financial Advisor Clients Media Financial Planning 52

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. Once verification is complete, Google will send you a postcard with a unique PIN number to your firm’s physical location.

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Financial Services Media Accounting Financial Advisor 52

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?

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

AUGUST 26, 2024

In addition to his professional endeavors, he volunteers his time mentoring those who want to break into the field of Product Management and works with a number of student blockchain organizations to educate as many as possible about the future crypto will have as a technology. Lee holds a Ph.D.

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License Financial Advisor Certified Financial Planner CFP 52

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.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Midstream Marketing

AUGUST 14, 2024

Share helpful information about financial advisor services. They might need financial guidance. Trust and credibility are very important in financial services. They allow you to share your knowledge about financial services. This can attract people who need financial help.

Financial Advisor 52

Financial Advisor Clients Media Consulting 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

WiserAdvisor

AUGUST 18, 2023

Fee-based financial advisors Average cost: 3% to 6% of the investment + flat fee Fee-based advisors are financial planners who receive compensation from both the client and commissions from investment providers. This makes it essential for you to clarify the compensation structure of the financial advisors before hiring them.

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Financial Advisor Commission Fee Only Financial Planning 52

Ballast Advisors

JUNE 12, 2023

In this blog, we’ll explore some important questions that individuals should consider when assessing how these rates influence their financial plans with key insights from financial professionals Paul Parnell, a financial advisor with Ballast Advisors, and Tom Mattaini a mortgage broker with New American Funding.

Financial Planning 52

Financial Planning Planning Investments Investing 52

Sara Grillo

DECEMBER 12, 2022

Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” I hope you’ll at least join my weekly newsletter about financial advisor lead generation. Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

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.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

APRIL 10, 2023

What we’ve seen in 2022 is that there were a number of hacks. In addition to the CFP ® mark, he also earned the Chartered Financial Consultant (ChFC ® ) and Chartered Life Underwriter (CLU ® ) designations from the American College of Financial Services. Giles: Banks do have to follow rules and regulations.

Investing 52

Investing Investments CFP Financial Advisor 52

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. Why is it important to have a clear call to action (CTA) on a financial advisor's website?

Financial Advisor 52

Financial Advisor Certified Financial Planner Retirement Clients 52

Nerd's Eye View

MARCH 15, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the final version of the Department of Labor’s (DoL) new “Retirement Security Rule” has been sent to the Office of Management for review, with the rule potentially going into effect in early (..)

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Financial Planner CFP Taxes Tax Planning 246