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Best Practices for Using Testimonials in Your Marketing

Indigo Marketing Agency

In this exclusive webinar, I team up with expert guest Leila Shaver of My RIA Lawyer to teach you best practices on how to use the new testimonial rule to market your RIA. What legal precautions you need to be aware of. Leila has 10+ years of experience providing legal and compliance guidance to the financial services industry.

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Unlocking Success: How a Marketing Agency Tailored for Financial Advisors Can Transform Your Practice

Indigo Marketing Agency

With our specific knowledge, you can be sure your marketing plan aligns with your goals as well as the best practices in the industry. Rather, we will tailor our services to your particular objectives so they will address your ideal audience’s pain points and leave a positive impression on your prospects.

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Why You Need a Fees Page on Your Advisor Website (With 4 Examples of Effective Pages)

FMG

This isn’t an unreasonable thought, but it’s not necessary or best practice. This could cause a prospect to never even book the introductory call. Legal Requirements: Financial planning fees are required by law to be open to the public. Today, you can and should provide quotes on your website.

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Culture Is King by Larry Sprung, CFP®

Indigo Marketing Agency

The Disney Institute helps train professionals, teams, and organizations worldwide based on the insights and best practices of Disney Parks and Resorts. It should not be construed as providing investment, legal, and/or tax advice. This article represents the opinion of Mitlin Financial Inc.

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Demystifying Due Diligence: An Insider’s Guide to this Important Process

Diamond Consultants

Tips, tricks, and best practices to eliminate the angst experienced by many advisors who embark on the journey of exploration. Sure, the due diligence process is daunting, cumbersome, and time-consuming, and it opens the door to the prospect of a very scary and life-altering change. Going to the doctor. Flight delays.

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Omega Healthcare Investors (OHI) Q1 2024 Earnings Call Transcript

The Motley Fool

Comments made during this conference call that are not historical facts may be forward-looking statements, such as statements regarding our financial projections, potential transactions, operator prospects, and outlook, generally. Lastly, the government has issued its final rule for skilled nursing facility minimum staffing.

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Ask These Questions Before Hiring an M&A Advisor

Axial

Whether it’s ensuring that a strong management team is in place, the customer base is sufficiently diversified, or financial statements and accounting practices are in proper order, good advisors should be able to help with “diagnostics” to understand any issues prospective buyers may find.