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Should I Break Up With My Marketing Provider? A Guide for Financial Advisors

Indigo Marketing Agency

Questions to Ask Are you seeing a positive return on your marketing investment (ROI)? A reputable marketing provider will have no problem providing KPIs (and they’ll even help you understand them—check out our recent blog for the 12 critical marketing KPIs you should track !). It’s Time to Break Up—Now What?

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How Concierge Wealth Management Services Can Improve Your Clients’ Return on Life with Alex Miele

Steve Sanduski

In a Nutshell: Mitch Anthony and I started ROL Advisor because we believe the future of our industry lies in not only improving clients’ return on investment, but also in improving their Return on Life.

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Manisha Thakor on Escaping the Cult of “Never Enough” and Finding “MoneyZen”

Steve Sanduski

Shifting your focus from improving clients’ return on investment to improving their Return on Life can help folks find that healthy balance between what they have, what they want, and what’s really important. Read my blog about what some of history’s greatest thinkers have said about having enough.

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Nvidia (NVDA) Q2 2025 Earnings Call Transcript

The Motley Fool

The 10 stocks that made the cut could produce monster returns in the coming years. if you invested $1,000 at the time of our recommendation, you’d have $786,169 !* The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. Consider when Nvidia made this list on April 15, 2005.

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Those pesky split infinitives!

Investment Writing

The recorded version of my webinar How to Write Investment Commentary People Will Read is for sale on my website. Writing about topics that will interest your clients—and packaging them in a reader-friendly way—will boost your return on investment. Boost your blogging now! Available in PDF format for only $9.99.

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Three Months of Slacking

Mr. Money Mustache

I just realized that the last time I wrote a blog post for you was on April 18th, and now it’s late July. With my blog-writing hobby I make excuses like, “Oh, now that it has been so long, I have to wait until I have something really interesting or worthwhile to say. Unsuccessfully but Refreshingly trying to climb the local waterfall.

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New Year, New Growth: Is Your 2025 Marketing Plan Ready?

Indigo Marketing Agency

Thought leadership blogs: Frequent posts showcasing expertise establish you as a trusted resource. Increased client inquiries, conversions, and a tangible return on investment (ROI). Tailored distribution: Share your content across social media, email, and your blog to reach clients where they are. The result?