FMG
OCTOBER 6, 2022
From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. Consistently improve your advisory’s sales methods and results. What are some advantages of a CRM? The average advisor serves 156 clients.
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). Then it breaks down the top financial advisor technology tools I recommend for CRM, risk analysis, client management, email marketing, and social media.
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Indigo Marketing Agency
AUGUST 11, 2020
Way back when I was working at one large marketing firm serving advisors, I ran a statistical analysis to see which efforts correlated most with new sales revenue. And even if they don’t take action right then, they move on to the next stage of the sales funnel where you can continue to nurture that lead. Guess what?
Brown Advisory
NOVEMBER 15, 2023
Our capital allocation process includes three parts: (1) a payoff versus probability assessment, (2) the integration of our behavioural rules and (3) a portfolio risk analysis. The goal of capital allocation is to improve the risk-adjusted returns of our portfolio.
Brown Advisory
AUGUST 14, 2023
Performance figures may vary from actual portfolio performance, as calculations are based on end-of-day security prices and do not incorporate the actual cost basis or sale price of individual securities. One quantitative tool we use to assess our ongoing factor risk is Bloomberg PORT. Numbers may not total due to rounding.
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