The Motley Fool

MAY 14, 2024

Welcome to Tencent Holdings Limited 2024 first-quarter results announcement webinar. Operator instructions] And please be advised that today's webinar is being recorded. Should you invest $1,000 in Tencent right now? if you invested $1,000 at the time of our recommendation, you’d have $553,880 !*

Accounting 130

Accounting Business Services Portfolios Shareholders 130

Indigo Marketing Agency

AUGUST 15, 2024

It’s important to invest in marketing, but it’s equally important to ensure your spending aligns with the overall financial health of your business. This way, you can actively monitor the amount you spend and the return on your marketing investment before solidifying your target budget amount.

Best Practices 52

Best Practices Education Funds Leveraging 52

Indigo Marketing Agency

AUGUST 21, 2024

In this quick 5-minute video, I break down the 5 essential steps for creating a powerful lead magnet for your financial advisory practice, plus some best practices to keep in mind. Ask yourself the following questions: Are you targeting young professionals looking to learn about investing? Webinar Alert!

Prospects 52

Prospects Best Practices Taxes Investing 52

Indigo Marketing Agency

JUNE 22, 2020

When I think about the future of marketing for financial advisors, I’m excited about two things: webinars and YouTube. Webinars are an incredible solution to get in front of your ideal prospects 24/7 online with an up-front investment of 4 to 8 hours of your time. YouTube Best Practices For Financial Advisors.

Best Practices 52

Best Practices Prospects Education Investing 52

Indigo Marketing Agency

JULY 13, 2024

Questions to Ask Are you seeing a positive return on your marketing investment (ROI)? From social media marketing, webinars, and SEO to custom modern websites, personalized blog content, and our partnership with Wealthtender , we bring the latest ideas to help you stay ahead of the competition. Want to hear more? Ready to get started?

Collateral 98

Collateral Prospects Best Practices Education 98

Indigo Marketing Agency

DECEMBER 17, 2024

Get started with these actionable tips and best practices. Convert 5% of webinar attendees into paying clients. Increased client inquiries, conversions, and a tangible return on investment (ROI). Webinar Spotlight: How Advisors Can Use Video to Stand Out 4. How can you set your business up for growth in 2025?

Leveraging 52

Leveraging Best Practices Education Prospects 52

Indigo Marketing Agency

DECEMBER 30, 2021

Program Pricing: $999 (Additional $500 for video testimonials) Think of our Testimonial Program as an investment in your future. If you need a refresher, watch this webinar to learn everything you need to know about the testimonial rule and compliance: How to Use Testimonials in Your Marketing.

Best Practices 52

Best Practices Prospects Accounting Investing 52

Indigo Marketing Agency

MAY 4, 2022

Program Pricing: $999 (Additional $500 for video testimonials) Think of our Testimonial Program as an investment in your future. If you need a refresher, watch this webinar to learn everything you need to know about the testimonial rule and compliance: How to Use Testimonials in Your Marketing.

Best Practices 52

Best Practices Prospects Accounting Investing 52

Indigo Marketing Agency

JUNE 23, 2023

When I think about the future of marketing for financial advisors, I’m excited about two things: webinars and YouTube. Webinars are an incredible solution to get in front of your ideal prospects 24/7 online with an up-front investment of 4 to 8 hours of your time. Did you know that Google owns YouTube?

Prospects 52

Prospects Best Practices Education Accounting 52

Indigo Marketing Agency

AUGUST 13, 2024

Webinar and Videoconferencing Zoom and Webex facilitate virtual meetings and virtual seminars, which can be an excellent and modern way for maintaining client relationships and conducting remote consultations. These types of services work best when they serve as part of an orchestrated sales funnel.

Prospects 52

Prospects Leveraging Best Practices Consulting 52

FMG

MAY 8, 2024

For example, if you’re an advisor who has a bi-monthly webinar, that’s prime content for repurposing. Try taking that webinar and editing it into digestible clips that you can share on social media and other platforms such as YouTube, Instagram, and Twitter/X. That’s where content automation comes into play.

Prospects 52

Prospects Best Practices Investing 52

FMG

JULY 19, 2023

According to a Putnam Investments survey , around 80 percent of advisors find new clients using social media sites. Below, you’ll find what Facebook marketing can do for you as an advisor and the best ways to make use of the tools given to you through the platform. And on average, those new client pickups added nearly $4.9

Prospects 52

Prospects Best Practices Assets Investing 52

The Motley Fool

AUGUST 2, 2023

Continuing with success stories, our popular webinar series, Doing Well, featured a compelling example from El Camino Health. In the highlight of this webinar, El Camino reported that 92% of patients said respirator automated chats made them feel more confident managing their health. Turning now to our outlook.

Professional Services 130

Professional Services Leveraging Education Banks 130

FMG

APRIL 10, 2024

Pros Great place to build brand awareness and increase your business presence Easy to engage with your audience by sharing posts or commenting Targeted advertising allows you to select advertising based on things such as age, location, gender, and interests The built-in insights tab allows you to monitor your analytics on-site Cons While organic marketing (..)

Best Practices 52

Best Practices Prospects Accounting Investing 52

Indigo Marketing Agency

JANUARY 24, 2024

In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients. He is passionate about educating people about investing and financial planning, having been featured in The Wall Street Journal, Forbes, CNBC, and The New York Times. billion in client assets.

Education 52

Education Financial Services Finance Financing 52

Indigo Marketing Agency

JANUARY 24, 2024

In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients. He is passionate about educating people about investing and financial planning, having been featured in The Wall Street Journal, Forbes, CNBC, and The New York Times. billion in client assets.

Education 52

Education Finance Financing Financial Services 52

Indigo Marketing Agency

MARCH 5, 2025

According to DemandSage : The average webinar conversion rate is approximately 56%. A significant 85% of businesses consider webinars essential to their marketing strategy. More than half (51%) of content marketers say webinars provided the best results. Learn more about our webinar services here.

Education 52

Education Consulting Consultants Prospects 52

FMG

FEBRUARY 13, 2025

Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. Virtual Webinars: Maximizing Engagement and Lead Generation Virtual webinars remain a top choice for hosting client events in 2025.

Education 52

Education Leveraging Best Practices Taxes 52

FMG

FEBRUARY 13, 2025

Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. Virtual Webinars: Maximizing Engagement and Lead Generation Virtual webinars remain a top choice for hosting client events in 2025.

Education 52

Education Leveraging Best Practices Taxes 52

Indigo Marketing Agency

MARCH 24, 2025

For instance, Cambridge Investment Research reported saving over 40,000 hours for their advisors by integrating these assistantshighlighting major strides in efficiency when adopting AI. Improve investment decisions: AI-driven market analysis helps identify trends and tailor data-backed investment strategies.

Taxes 52

Taxes Prospects Leveraging Best Practices 52

Indigo Marketing Agency

DECEMBER 11, 2024

Assets like webinars, case studies, whitepapers, and a high-speed, mobile-friendly website are crucial elements in driving prospects to the next stage. Check the table below for some best practices for automated and manual sequences. What are the best practices for using automated sequences in financial advisor marketing?

Best Practices 52

Best Practices Prospects Assets Returns 52

Indigo Marketing Agency

MARCH 19, 2025

To win with marketing your financial advisor services, all you need is a simple list of best practices that help you connect with your audience and get them to take action. If you want to run ads that actually work, follow these three proven best practices. Write as if youre talking to a friend, not an investment banker.

High Net Worth Individuals 52

High Net Worth Individuals Best Practices Consulting Consultants 52

FMG

JANUARY 23, 2025

Event promotions, like webinars or community involvement initiatives. By investing in consistent communication, personalized content, and advanced digital tools, advisors can secure a thriving future for their practices. Share content that educates, informs, and engages, such as: Timely financial tips and market insights.

Education 52

Education Leveraging Prospects Best Practices 52

FMG

MARCH 3, 2025

For financial advisors, this could mean commenting on posts from potential clients in your niche related to entrepreneurship, financial news, or investment strategies. Collaborate with other professionals in your industry by co-hosting webinars, sharing each others posts, or creating joint content.

Education 52

Education Taxes Best Practices Accounting 52