Indigo Marketing Agency

APRIL 28, 2023

In fact, our own Facebook business page is not a core focus of our marketing efforts because most of our target prospects are more active on LinkedIn. But for advisors with retired, predominantly female, or younger target audiences, Facebook can be the most cost-effective way to get in front of new prospects (often less than $1 per click).

Prospects 98

Prospects Education Consultants Consulting 98

The Motley Fool

NOVEMBER 1, 2023

Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. And so, more coverage, means more education, means more awareness, and that results in more interest and more on-ramps will facilitate that interest. Shirish Jajodia Thanks, Michael.

Education 130

Education Assets Leveraging Debt 130

Indigo Marketing Agency

MARCH 19, 2024

Social media: After connecting with clients and prospects through your social channels and LinkedIn campaigns, add those contacts to your email list. See these essential tactics: Provide value: Potential customers will appreciate financial planning advice, market updates, investing insights, and educational pieces.

Securities and Exchange Commission (SEC) 80

Securities and Exchange Commission (SEC) Education Consultants Consulting 80

Indigo Marketing Agency

MARCH 3, 2023

With the fast-paced world we live in today, it’s more important than ever to make a lasting impression on new clients and prospects from the get-go. Benefits Let’s face it, clients and prospects have a plethora of options to choose from when it comes to financial advisors. This makes you more personable and memorable to prospects.

Prospects 52

Prospects Education Consultants Consulting 52

Indigo Marketing Agency

JULY 23, 2024

Community Engagement Westover also invites prospects to their events, fostering community engagement. A clear call to action guides visitors on what to do next, such as scheduling a consultation or downloading a guide. Effective CTAs help convert prospects into clients by making it easy for them to take the next step.

Prospects 98

Prospects Education Consultants Consulting 98

Indigo Marketing Agency

SEPTEMBER 16, 2024

It lets you explain complex topics in a way that feels personal and relatable, helping you connect with clients and prospects on a deeper level. For financial advisors, incorporating video into your strategy can make all the difference when it comes to client retention and attracting new prospects. That’s why video is so powerful.

Consultants 52

Consultants Consulting Prospects Education 52

Indigo Marketing Agency

JULY 1, 2024

On social media, you can reach a much wider audience by maintaining trust with current clients and establishing new relationships with prospects. Calls to Action: Include clear calls to action (CTAs) that let people know how to visit your website or plan a consultation. Our team is here for you.

Education 52

Education Prospects Consultants Consulting 52

Indigo Marketing Agency

MAY 8, 2024

This is a means of lead generation that relies on educating audiences on the front end and persuading them on the back end. Process for Prospect Conversion: How often are you consistently following up with prospects? The TMP Growth process includes: Strategy Consultation: It all starts with a strategy consultation.

Consultants 52

Consultants Consulting Prospects Education 52

Indigo Marketing Agency

JULY 22, 2024

We’ve all done it, and your prospective clients are doing it too. By balancing your content to be more client-focused, you can build trust and make your website more effective in converting prospects into clients. As a financial advisor, your website serves as your first impression to potential clients.

Prospects 52

Prospects Consultants Consulting Education 52

The Motley Fool

MAY 1, 2024

In the first quarter, we also premiered instant consultations, a new way for clients to get expert advice within minutes from skilled professionals who are online and available to consult in real time, ultimately getting projects started and completed faster. With that, I will turn it over to Erica to review our financials.

Leveraging 130

Leveraging Consultants Consulting Prospects 130

The Motley Fool

AUGUST 14, 2024

These statements are statements other than statements of historical fact regarding management's expectations, beliefs, goals, and plans about the company's prospects and future financial position. So, there are some education that we are doing with the smaller -- certainly, with the smaller operators on how to process reimbursement.

Education 130

Education Accounting Legal Financing 130

Steve Sanduski

DECEMBER 19, 2023

But the old quarterly chicken dinner with a not-so-soft sell on the side isn’t going to pack a party room with clients and prospects. Examples of wine tasting themes that are fun and educational. How “terroir” affects wine grapes and some of Rian’s favorite varietals.

Education 52

Education Consultants Consulting Prospects 52

FMG

SEPTEMBER 13, 2022

And when you blog, you can educate your clients, showcase your expertise, reach more prospects and get a voice for your firm. Events are a great way to engage with clients and prospects. Struggling to find the time to update your clients and prospects on everything happening with the markets and economy?

Prospects 52

Prospects Education Consultants Consulting 52

Indigo Marketing Agency

JUNE 16, 2024

Most people searching for a financial professional aren’t educated enough in the industry to make an informed decision. In effect, our approach works by giving prospects information and tools to solidify our advisor clients as the de facto choice for managing their accounts. Click here to set up your free strategy consultation today!

Prospects 52

Prospects Education Consultants Consulting 52

Sara Grillo

JANUARY 8, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. For marketing tips in the transparency age… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

Accounting 64

Accounting Consultants Consulting Due Diligence 64

Indigo Marketing Agency

OCTOBER 9, 2023

Join us as we discuss the powerful tool of video to help you gain trust with prospects, stay top-of-mind, educate clients, and display your knowledge and competence about complex financial topics. So how do you get people to know you, like you, trust you, and then refer people to you?

Education 52

Education Prospects Consultants Consulting 52

The Motley Fool

NOVEMBER 21, 2024

in consultative discussions, demonstrating the added clinical utility to be gained by adding the Nanox.ARC to their practices. To further assist our commercial core technology OEM rollout, we have created the demo kits to more effectively educate potential buyers on the Nanox value proposition.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Deal Flow Liabilities Education 245

Indigo Marketing Agency

FEBRUARY 24, 2024

SEO optimization: When used effectively, SEO can boost the position of your website in search results to make it simpler for prospective customers to discover you naturally. Outstanding website design: The best financial advisory firms have polished, easy-to-use websites that inspire confidence in prospective customers.

Prospects 52

Prospects Education Consultants Consulting 52

Pension Pulse

SEPTEMBER 21, 2023

The third-party report, compiled by consultant LifeWorks, attributes the figure to Alberta's high employment rates, young population, and higher pensionable earnings, which it claims has meant the province has sent billions more into the CPP compared to what it has received. That's more than half of the fund's estimated total net assets.

Pension Funds 104

Pension Funds Assets Consultants Consulting 104

Mainsail

SEPTEMBER 27, 2024

This is useful for moderately complex pricing models and for products whose prospects demonstrate a range of willingness to pay. Prioritize the user experience for an effective pricing page The successful pricing pages prioritize the user experience to reduce buyer friction and increase the prospects’ excitement about your product.

Prospects 52

Prospects Best Practices Collateral Leveraging 52

Sara Grillo

JULY 8, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Last year I also had 68 meetings with 41 prospective clients. hours / 50% client or prospect meeting & client prep 1.5 For those of you who are new to my blog, my name is Sara.

Prospects 59

Prospects Consultants Consulting Best Practices 59

Indigo Marketing Agency

MARCH 10, 2025

Joe Dowdall isnt just posting on social mediahes using it as a tool to educate, engage, and convert prospects into clients. If you’re not telling prospects the next step, they wont take it. Commenting on clients and prospects posts shows you support them. Book a free consultation call now. Were here for you!

Taxes 64

Taxes Prospects Education Consultants 64

Fortune Financial

SEPTEMBER 5, 2023

This resurgence has instilled consumer confidence, with individuals feeling more secure about their financial prospects. Limited Financial Education Limited financial education is a factor that often operates quietly in the background, yet it wields a significant influence on the decisions individuals make regarding their credit card usage.

Debt 59

Debt Education Financial Institutions Taxes 59

The Motley Fool

JUNE 5, 2024

So, when we launched on the 24th very good education and communication to the new prospects and customers and very good and robust communications to the existing base. I think a lot of that is education. And how we nudge people in the app, how we educate people in the app, I think will yield quite well in the year to come.

Education 130

Education Capital Prospects Companies 130

FMG

OCTOBER 2, 2023

However, many financial advisory firms have hesitated to start utilizing video marketing – either not knowing how to start or believing that it wouldn’t be a good investment of their time since their prospects aren’t spending time on YouTube. It is important to understand how your clients and prospects are using Youtube.

Prospects 52

Prospects Education Consultants Consulting 52

The Motley Fool

AUGUST 22, 2024

From an industry perspective, we had a banner quarter in our longest-standing vertical, higher education. We provide a tremendous value proposition to both customers and prospects. So that includes healthcare, of course, but also higher education. We think it's the new norm going forward. We see just the opposite.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Education Financing 130

The Motley Fool

OCTOBER 10, 2024

Tata Consultancy Services recently used Adobe Premiere Pro to transcribe hours of conference videos and then used AI Assistant in Acrobat to create digestible event summaries in minutes. And we just launched Express for Education this back-to-school year with a lot better support for classrooms and teacher-student workflows as well.

Education 130

Education Leveraging Assets Taxes 130

Hedgestone

JUNE 17, 2024

Preparing Your Amazon Business for Sale: Essential Steps When you decide to sell my Amazon business , it’s crucial to prepare meticulously to enhance its value and appeal to prospective buyers. But how can you pinpoint the perfect match among a sea of prospects? It’s an exhilarating prospect, isn’t it?

Legal 52

Legal Consultants Consulting Prospects 52

The Motley Fool

AUGUST 8, 2023

This is a 22-million-ounce prospect. This is a quick snapshot of where we are looking, and we certainly are excited about the prospects. And so, us coming there and supporting the children, giving them square meal, getting them to school is the only way they can get educated. And we continue to secure more ground in that area.

Assets 189

Assets Taxes Banks Capital 189

Indigo Marketing Agency

JUNE 1, 2023

Principles of Growth Marketing Growth marketing differs from other marketing strategies because it focuses on the entire client life cycle, rather than what it takes to convert a prospect to a client. Develop Compelling Content: Create high-quality, educational content that addresses the pain points and challenges of your target audience.

Leveraging 52

Leveraging Startups Prospects Education 52

Axial

FEBRUARY 27, 2025

9.16% Education $3,543,197 $1,550,988 122.7 6.31% Education $3,200,000 $1,400,000 83.0 9.16% Education $3,543,197 $1,550,988 122.7 6.31% Education $3,200,000 $1,400,000 83.0 Arketi helps its clients engage audiences, fill funnels, and convert prospects to customers with messaging, branding, and demand generation.

Mergers and Acquisitions 59

Mergers and Acquisitions Education Private Equity Firms Private Equity Firms 59

Indigo Marketing Agency

FEBRUARY 6, 2020

In addition to being a Certified Financial Planner (CFP ® ) practitioner, his educational background includes an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton. Bryan Lee founded Strategic Financial Planning Inc. This is similar to the model I use with my clients.

Due Diligence 52

Due Diligence Education Consultants Consulting 52

Indigo Marketing Agency

MAY 5, 2020

He is also the Executive Director of the PLANSPONSOR Institute, the education and training arm of PLANSPONSOR, as well as founding lecturer for The Retirement Advisor University (TRAU) at UCLA Anderson School of Management Executive Education. READ THE TRANSCRIPT BELOW. Claire: Great. Thank you so much for joining me today.

Prospects 52

Prospects Taxes Education Assets 52

Sara Grillo

MARCH 13, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. For marketing tips in the transparency age… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

Exchange-Traded Funds 59

Exchange-Traded Funds Consultants Consulting Bidding 59

FMG

FEBRUARY 28, 2024

Yeomans Consulting Group – “Coffee with Your Retirement Coach” Podcast Coffee with Your Retirement Coach is a relatively new podcast that the Yeomans Consulting Group has taken up. Everything from stock market performance to general financial education and tips.

Consultants 52

Consultants Consulting Education Prospects 52

Fortune Financial

SEPTEMBER 5, 2023

This resurgence has instilled consumer confidence, with individuals feeling more secure about their financial prospects. Limited Financial Education Limited financial education is a factor that often operates quietly in the background, yet it wields a significant influence on the decisions individuals make regarding their credit card usage.

Debt 52

Debt Education Financial Institutions Taxes 52

Diamond Consultants

JULY 25, 2023

Do I feel optimistic about my prospects for growth? If the answers uncover areas where there’s room for improvement, it’s a clear indication that your level of happiness may not be enough after all—and it’s time to get educated. Do I feel I am getting enough value from what my firm delivers? Do I feel limited in any way?

Education 52

Education Prospects 52