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.

Consulting 52

Consulting Consultants Prospects Education 52

Sara Grillo

JANUARY 8, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. And now let’s get onto the blog!

Accounting 64

Accounting Consulting Consultants Due Diligence 64

The Motley Fool

MAY 7, 2024

During today's call, management will make forward-looking statements regarding our business, operations, sales strategy, market and product positioning, financial performance, and future prospects, including statements regarding our financial guidance for the fiscal second quarter of 2024 and fiscal-year 2024.

Prospects 246

Prospects Accounting Companies Capital 246

Indigo Marketing Agency

JUNE 16, 2024

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. High-touch financial services is not one of them. We exclusively serve financial advisors, which means we have a deep understanding of your offerings and compliance needs.

Prospects 52

Prospects Education Consulting Consultants 52

The Motley Fool

MAY 3, 2024

It's interesting to see their growth in software and consulting less so in the infrastructure which was more of the bread and butter. Discover Financial Services is an advertising partner of The Ascent, a Motley Fool company. Yet they were doing AI before a lot of other people were. David Meier: No. We'll see you tomorrow.

Banks 130

Banks Financial Services Consulting Consultants 130

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. Improved Trustworthiness A financial advisor digital agency builds solid trust and reliability with viewers. Don’t believe us?

Prospects 52

Prospects Education Consulting Consultants 52

Sara Grillo

NOVEMBER 13, 2023

The impact of their healthcare choices on their financial plan – healthcare is a large line item. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” How do people get help?

Consulting 59

Consulting Consultants Prospects Financial Services 59

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. Why Should Financial Advisors Create YouTube Videos? What does a financial planner do?”

Prospects 52

Prospects Education Consulting Consultants 52

FMG

FEBRUARY 3, 2023

By claiming your GBP profile, you can verify and edit all the information about your business on Google and make the connection you need for prospects to find your financial services firm. However, they offer plenty of specific categories for the financial services industry.

Prospects 52

Prospects Financial Services Consulting Consultants 52

The Motley Fool

FEBRUARY 8, 2024

billion, financial services, JPY 204.8 The FY 2024, nine-month free cash flow of operating companies, excluding financial, was JPY 926.5 And what is the prospect of our upcoming situation of Asian markets? The supplier, we are consulting with the suppliers and sharing information and carrying out our activities.

Taxes 245

Taxes Financing Finance Capital 245

Axial

NOVEMBER 18, 2024

Understanding how prospective buyers determine your business’s value is a key factor in a successful sale. This provides prospective buyers with a clearer view of cash flow, a better understanding of your company’s suitability for a debt-financed acquisition, and an easier way to compare it to others.

Consulting 52

Consulting Consultants Debt Financing 52

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. We understand the nuances of the financial services industry and our custom-content marketing solution can propel your business forward.

Leveraging 52

Leveraging Startups Prospects Education 52

Indigo Marketing Agency

APRIL 26, 2021

He’s spent the past 30+ years working as a management consultant and executive coach to large companies such as New York Life, the World Bank, and the U.S. Best book for financial advisors who want to sharpen their marketing message Radical Relevance is an amazing new book that helps advisors articulate what they do best and whom they serve.

Prospects 52

Prospects Consulting Consultants Leveraging 52

Indigo Marketing Agency

MARCH 5, 2020

He’s spent the past 30+ years working as a management consultant and executive coach to large companies such as New York Life, the World Bank, and the U.S. Best for: Financial advisors who want to sharpen their marketing message and win more clients. Bill Cates has helped over 20,000 financial advisors get quality clients.

Prospects 52

Prospects Consulting Consultants Financial Services 52

The Motley Fool

MARCH 14, 2024

Today's conference call may include forward-looking statements, including statements regarding Lennar's business, financial condition, results of operations, cash flow strategies, and prospects. The machine is a combined program of digital marketing, sales consultants engagement, and dynamic pricing.

Debt 147

Debt Banks Capital Leveraging 147

Sara Grillo

DECEMBER 12, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”. I am an irreverent and fun marketing consultant for financial advisors. See you in the next one! Michael Pinkans.

Consulting 52

Consulting Consultants High Net Worth Individuals Taxes 52

Indigo Marketing Agency

JULY 23, 2024

Community Engagement Westover also invites prospects to their events, fostering community engagement. Professional Financial Advisors, LLC What does PFA do right? Engaging a marketing agency that understands the financial services industry can help create a site that is both professional and aligned with your business goals.

Prospects 52

Prospects Education Consulting Consultants 52

Axial

FEBRUARY 27, 2025

8.09% Business Services $9,213,903 $1,795,592 234.6 8.94% Financial Services $11,842,111 $3,355,268 143.3 5.61% Business Services $5,222,075 $1,300,000 240.0 5.27% Financial Services $5,920,000 $2,640,000 138.0 8.09% Business Services $9,213,903 $1,795,592 234.6

Mergers and Acquisitions 59

Mergers and Acquisitions Education Private Equity Firms Private Equity Firms 59

The Motley Fool

AUGUST 1, 2024

And these are continuing to advance the adoption of our financial services, controlling costs and finding operational efficiencies and accelerating software revenue growth and gaining market share. We even use external consultants to compare the value that we provide to our peers. Now turning to our outlook. It's actually both.

Capital 130

Capital Leveraging Accounting Banks 130

Axial

OCTOBER 24, 2024

” Visit Ardent Advisory Group’s Profile “ Cornhusker Capital was launched in November 2010 with the idea of providing superior and value-based services to lower middle market companies. At ABI, we start every review of a prospective sale engagement from a buyer’s perspective.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

AUGUST 1, 2024

During today's call, management will make forward-looking statements regarding our business, operations, sales strategy, market and product positioning, financial performance, and future prospects, including statements regarding our financial guidance for the fiscal third quarter of 2024 and fiscal year 2024. Turning to NRR.

Accounting 130

Accounting Prospects Banks Companies 130

Sara Grillo

AUGUST 14, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. in English Language and Literature.

Legal 52

Legal Consulting Consultants Taxes 52

Pension Pulse

MAY 25, 2023

Benefits Canada reports BCI investing in financial services provider, building Brisbane apartment complex: The British Columbia Investment Management Corp. is acquiring a minority stake in a corporate consultant and fund administration provider. a fiduciary service provider.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

The Motley Fool

AUGUST 24, 2023

This year, we've put increased focus on financials go-to market, and it's starting to bear fruit with healthy customer growth in Q2. Beyond the full platform deals I mentioned earlier, we had a number of financial expansion wins in the quarter including the Medical College of Wisconsin, Nordic Consulting, and Rakuten.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Banks Education 130

The Motley Fool

MAY 20, 2024

financial services company that was an existing platform customer faced significant challenges in their SOC. Enabling over 1,000 IBM security consultants on the entire Palo Alto Networks portfolio will allow us to drive platformization in an accelerated fashion. A large U.S. So, there is a role for both.

Leveraging 130

Leveraging Banks Consulting Consultants 130

The Motley Fool

MARCH 26, 2024

These forward-looking statements are based on management's current views and expectations, entails certain assumptions made as of today's date, and are subject to various risks and uncertainties described in our SEC filings and other publicly available documents, the financial services industry, and global economic conditions.

Financial Institutions 130

Financial Institutions Banks Professional Services Leveraging 130

Ballast Advisors

JUNE 12, 2023

In today’s dynamic economic landscape, mortgage interest rates play a significant role in shaping individuals’ financial plans. Both Parnell and Mattaini have been in the financial services industry for over 20 years, and each has seen the evolution of how interest rates impact their clients.

Leveraging 52

Leveraging Debt Education Consulting 52

The Motley Fool

AUGUST 22, 2024

We provide a tremendous value proposition to both customers and prospects. What we see and we hear from our customers, our customers believe, and new prospects as we engage with them, they are investing in AI when they invest and partner with Workday. 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

AUGUST 2, 2024

In past quarters, we have discussed our large enterprise wins in financial services and healthcare. New wins included a large six-figure deal with the leading global management consulting firm, one of the world's largest aerospace companies, and a large global personal computing company. And now, on to RingCentral events.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Debt Capital 130

Sara Grillo

JUNE 2, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

Consulting 69

Consulting Consultants Assets Education 69

The Motley Fool

AUGUST 8, 2023

The financial services vertical continues to be the highest contributor to growth, growing several points faster than the company as a whole. We also continue to be mindful of hiring, as well as costs associated with head count such as travel and reducing our usage of contractors and consultants.

Banks 130

Banks Financing Finance Accounting 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. The application of this technology across verticals and industries is virtually limitless.

Education 130

Education Leveraging Assets Taxes 130

The Motley Fool

AUGUST 27, 2024

These forward-looking statements are based on management's current views and expectations entail certain assumptions made as of today's date and are subject to various risks and uncertainties described in our SEC filings and other publicly available documents, the financial services industry, and global economic conditions.

Banks 130

Banks Financial Institutions Accounting Portfolios 130

The Motley Fool

JANUARY 12, 2024

Technology and financial services led this momentum for the December quarter, with media and auto sectors seeing notable traction following the strike resolutions. The consultancies as well, which have also been laggards, again, given their clients have had their offices somewhat reduced. billion, 11% higher than '22.

Banks 130

Banks Leveraging Taxes Debt 130

Pension Pulse

MAY 11, 2023

The fund's focus is on themes such as business services, health care, technology, financial services, real estate, social mobility and transition to a low carbon economy. Talks were ongoing with at least one prospective buyer of VetPartners, one of the people added. You can read more about David Morley here.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Buyout Pension Funds 52

The Motley Fool

FEBRUARY 20, 2024

In Q2, we closed a seven-figure Prisma Cloud new logo deal with a financial services company displacing multiple incumbent vendors. That's 100,000 hours of breach consulting for free, but that drives a future business for us where they become our cybersecurity partner of choice. AI is an opportunity in the early stages.

Leveraging 130

Leveraging Banks Capital Companies 130

The Motley Fool

NOVEMBER 8, 2024

We initially signed with this institution back in 2014 for our cross-border payments processing solution and went live with our full-suite student financial services solution during this quarter to help automate back-office reconciliation efforts that previously required a lot of manual efforts by staff.

Education 130

Education Banks Shareholders Capital 130