Weekend Reading For Financial Planners (November 30–December 1)
Nerd's Eye View
NOVEMBER 29, 2024
Read More.
Financial Services Media Numbers 
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.
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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, (..)
Sunday links: fast pivots
Abnormal Returns
MAY 21, 2023
wsj.com) Apple ($AAPL) is playing the long game in financial services. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media A growing number of New York City office buildings are emptying out. nytimes.com)
Risk Management in Financial Services During 2023 – 10 Key Highlights
Risk Management Guru
NOVEMBER 20, 2023
As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. Greater use of data and analytics : Financial services firms are using data and analytics to identify and manage risks more effectively.
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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.
Tuesday links: a terrible combination
Abnormal Returns
JUNE 20, 2023
wsj.com) FTX's legal, consulting and financial services providers are raking it in. calculatedriskblog.com) A record number of multi-family homes are under construction. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (investingmotherlode.com) What the CIA can teach investors.
Social Media Marketing for Financial Professionals: Build Your Program in Four Steps
eMoney Advisor
MAY 16, 2023
To market your financial planning services to the right people, you need to reach them where they are–and where they are is social media. The amount of time people spend on social media platforms is only increasing. That way you can ensure you are showing your message to the right people.
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The First Totally Honest Stock Market Story
The Big Picture
SEPTEMBER 14, 2022
For the bulk of this story as in most financial services stories, I will quote from a series of famous blowhards, all of whom predicted that this bull market would top out at 7500. Bobs News tracked down the original via the Internet Archive to The Weekly Standard, Volume 3, Number 31 (April 20, 1998).
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Unlock Success with a Financial Marketing Consultant
Midstream Marketing
OCTOBER 31, 2024
Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.
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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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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.
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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The New Rules of SEO: How AI Is Changing Visibility for Financial Advisor Websites
FMG
MARCH 6, 2025
Financial Advisor Websites and the Changing SEO Landscape Staying visible online is more challenging than ever, especially for financial advisor websites. AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors.
Enhance Your Reach: Content Marketing for Financial Advisors
Midstream Marketing
NOVEMBER 6, 2024
A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively. The Importance of Content Marketing for Financial Advisors Content marketing can help your brand stand out. Engaging with your audience on social media is key.
3 Things You Don’t Know About Josh
The Big Picture
SEPTEMBER 5, 2024
He is an extraordinary historian of Wall Street and the financial services industry : There are few people that have a better understanding of this industry than Josh. I’ve lost count of the number of times that 30 seconds into an interview, I’ve gotten a side-eyed glance from him that says “ Loser. It’s uncanny.
Maximizing Growth: Referral Marketing for Financial Advisors
Midstream Marketing
OCTOBER 30, 2024
To create a good referral program, build strong relationships and provide exceptional service. Use social media and online platforms to promote your referral program. Introduction In the busy area of financial advisory services, getting new clients is important for success. This can help get more referrals.
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.
Enhance Your Financial Planner SEO Using SEM
Midstream Marketing
NOVEMBER 7, 2024
By improving your SEO efforts, you can get qualified leads and stand out in the financial services industry. How SEM Boosts Your SEO Efforts By adding SEM to your financial planning and SEO strategy, you can do better with search engine optimization. These numbers help you see if your ads are working.
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.
Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment
Carson Wealth
JANUARY 13, 2025
We are already getting questions about whether its time to panic, with bearish narratives starting to come out of hibernation across social media. Monthly numbers can be noisy and so a 3-month average is helpful. In fact, one of the reasons for last weeks 1.9% decline is that we had a strong jobs report Friday.
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Top 10 Tips for Financial Advisor Marketing Campaigns
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. Always follow the rules for sharing financial information on social media.
Should I Break Up With My Marketing Provider? A Guide for Financial Advisors
Indigo Marketing Agency
JULY 13, 2024
Are your number of qualified leads increasing, and are they converting into clients? If you’re working with a marketing provider, you should see a difference in the number of leads generated and clients acquired, and you should be able to track those leads to a specific marketing campaign. This is such an important question.
Market Commentary: Things You Don’t See in a Recession
Carson Wealth
DECEMBER 11, 2023
Consumers Are in Much Better Shape Than Financial Media Suggests We frequently hear about how badly consumers are doing and that they will be tapped out soon. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. million this year.
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Market Commentary: Is “Sell in May” Still Relevant?
Carson Wealth
APRIL 29, 2024
This gets a ton of play in the media, as the six months starting in May are indeed the worst six consecutive months on the calendar historically (going back to 1950). While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The Headline GDP Number Masks a Strong Economy The economy grew 1.6%
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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. Stick to a single, focused message per ad.
Top 10 Companies in India by Market Capitalization
Trade Brains
JANUARY 6, 2023
Market capitalization is the aggregate valuation of the company based on its current share price and the total number of outstanding stocks. Market capitalization = (Current market price of 1 share)*(total number of outstanding shares). However, the total number of outstanding shares of Maruti Suzuki is much large compared to MRF.
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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.
Transcript: Joanne Bradford
The Big Picture
MAY 7, 2024
She had very senior roles at places like Yahoo, Pinterest, demand Media Business Week. She has a number of investments as as really a entrepreneur and a venture investor. So I went to a company called Demand Media, which was sort of the first reverse engineering of the algorithm. It should have a world class media it, right.
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Enhance Your Reach: Content Marketing for Financial Advisors
Midstream Marketing
NOVEMBER 6, 2024
It also means knowing your target audience, creating different types of content, and using social media and SEO effectively. Building Trust Through Content Marketing Marketing is a great way to get noticed in the financial industry through effective information sharing. Think about what makes your financial services stand out.
How Top Advisors Outsource Content Creation To Win More New Clients
Indigo Marketing Agency
APRIL 16, 2020
Indigo Marketing Agency was recently mentioned in the April 2020 edition of Bob Veres’ Inside Information , a monthly editorial published exclusively for leading financial professionals. This month’s issue is all about Marketing for Hire: A remarkable number of marketing resources are now available in the advisor ecosystem.
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How Financial Advisors and RIAs Can Use Facebook Ads to Generate Leads for $20 Per Lead
Midstream Marketing
DECEMBER 19, 2020
I’ve seen the financial services industry change in a lot of ways over the course of my career, but few things compare to the rapid-fire evolution I’ve seen take place over the last few months since the beginning of the global COVID-19 pandemic. Do Facebook Ads Really Work for Financial Advisors?
Websites for Financial Advisors: What’s Working in 2024
Indigo Marketing Agency
JULY 23, 2024
Comprehensive Service Breakdown A detailed breakdown of their services follows, aiding visitors in understanding the full scope of what PFA offers. Established and Trusted Reputation Listing recognizable media names where PFA has appeared reinforces the impression of being a highly established and trusted financial advisor.
Top Indian Stocks Held By JP Morgan – Portfolio Analysis!
Trade Brains
SEPTEMBER 22, 2023
Operating Profit Margin (%) 18 Healthcare, retail, aerospace and defence, government, banking and financial services, engineering and construction, oil and gas, retail, travel and transportation, media, education, the automobile industry, and consumer electronics are just a few of the sectors Wipro supports. Stock P/E (%) 19.53
Using Facebook Ads to Generate Actual Leads
Midstream Marketing
JANUARY 14, 2021
With the right approach, Facebook marketing can be incredibly effective for financial services businesses in particular. Like social media marketing in general, Facebook ads are a numbers game—the quality of the leads is impacted not only by the topic and the offer, but by the images used and even the words in the ad in question.
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What Advisors Need to Know About Working with Young Investors
eMoney Advisor
MARCH 22, 2023
However, there are a number of attitudinal and cultural similarities between Gen Y and Gen Z investors that influence how they make decisions about their lives, careers, and finances. Below are six hallmarks to consider when providing financial planning to Millennials and Gen Z. Up your game on social media to capture their attention.
Master Opt-in Pages to Increase Your Subscribers: Tips, Tricks & Best Practices
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. Utilize bullet points or numbered lists to make information easily digestible.
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.
Why Financial Advisors Should Utilize a Digital Agency
Indigo Marketing Agency
FEBRUARY 24, 2024
These are the tools and knowledge they can leverage to reach highly relevant, broad audiences: Social media: Social media engagement has become a powerful marketing tool. Here are some ways you can boost your marketing efficiency by utilizing the services of a digital agency.
Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan
The Big Picture
MARCH 4, 2025
And generally speaking, we are sort of number one or number two in everything that we do, which, which again is a great privilege to work there from that perspective. So again, when we first started specialized industries, I’m not gonna remember the exact number, but we probably had five industries within, within that, right?
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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. Once verification is complete, Google will send you a postcard with a unique PIN number to your firm’s physical location.
Market Commentary: S&P 500 Makes New All-Time High as Fed Goes Big
Carson Wealth
SEPTEMBER 23, 2024
Yes, 2001 and 2007 are in there, as you’ve probably heard many times the past week if you’ve watched financial media at all. Beyond headline inflation, higher energy prices can even feed into core inflation numbers that the Fed typically focuses on. on average. Are rate cuts near all-time highs normal?
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Best RK Damani Portfolio Stocks – Portfolio Analysis & Holdings
Trade Brains
NOVEMBER 23, 2023
Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. In this article, we will take a closer look at the Best RK Damani Portfolio Stocks and analyze their business, financials and more. With a significant global presence, Aptech Ltd.
Why useless financial advisor rankings lists should be put to rest!
Sara Grillo
JUNE 2, 2022
I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. Number of employees per client? It’s ridiculous. WHO cares?
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