Indigo Marketing Agency

APRIL 16, 2024

Potential prospects are poking around your site, vetting your credibility, and looking for reasons NOT to hire you. But there are some proven best practices to follow that never go out of style. Prospects aren’t hiring a faceless corporation or buying a one-off product. They’re partnering with you.

Education 52

Education Best Practices Prospects Leveraging 52

Indigo Marketing Agency

SEPTEMBER 6, 2022

Veres notes, “When clients tell prospects about your services, particularly if the reviews are favorable, that can be the most powerful marketing message you’ve ever had at your disposal—way more powerful than a blog or flashy website.” Check them out here: Best Practices for Using Testimonials in Your Marketing (with Leila Shaver).

Best Practices 97

Best Practices Prospects Investing 97

Don Connelly & Associates

JULY 17, 2023

For those who studied and implemented the best practices of webinar marketing, the results have been excellent, producing waves of new prospects at a fraction of the cost of in-person seminars. During the pandemic, advisors seeking to gather and engage with targeted audiences had no choice but to take their show online.

Best Practices 52

Best Practices Prospects 52

Don Connelly & Associates

JULY 17, 2023

For those who studied and implemented the best practices of webinar marketing, the results have been excellent, producing waves of new prospects at a fraction of the cost of in-person seminars. During the pandemic, advisors seeking to gather and engage with targeted audiences had no choice but to take their show online.

Best Practices 52

Best Practices Prospects 52

Indigo Marketing Agency

APRIL 28, 2023

What does this have to do with me, the prospective buyer? If I am a prospective buyer, I may be put on the defensive by the headline, as I’m not sure I want you rainmaking with my money. I’m sorry, but you cannot possibly be the “best of the best” at each of these endeavors. Who do you sell 401(k) plans to?

Accredited Investors 130

Accredited Investors Prospects Consultants Consulting 130

Indigo Marketing Agency

JUNE 19, 2023

Well-written bullet points can: Make your summary less intimidating Highlight important information Focus your reader’s attention Clarify complex ideas Bullet Point Best Practices Before you add bullet points to your summary in excess, let’s review some bullet point best practices. Here’s one example: At Thomas J.

Best Practices 98

Best Practices Prospects 98

Covisum

DECEMBER 29, 2022

Over the past year, you've spent a lot of time reading about financial planning best practices, financial technology, and attracting new prospects. The Most Popular Blog Posts in 2022. We're thrilled that you love our content! Enjoy this recap of the 10 blog posts our readers found most impactful over the past year.

Best Practices 52

Best Practices Prospects 52

Private Equity Wire

SEPTEMBER 18, 2023

In fact, a 2023 survey from the Harvard Law School Forum on Corporate Governance showed that 63% of European investors probe prospective general partners on their ESG approach.

Private Equity Firms 99

Private Equity Firms Private Equity Firms Best Practices Leveraging 99

Indigo Marketing Agency

MARCH 11, 2024

prospects who are entirely new to the advisor’s service), the content also describes best practices for effectively garnering referrals from existing clients. This includes methods to build trust, nurture leads, and cement themselves as local authorities even among local competitors.

Education 52

Education Best Practices Prospects 52

FMG

SEPTEMBER 12, 2023

We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. Not only are you working with a group that best fits your business model, but you’re getting more for your marketing dollar. Read more here. Learn how to coach clients here. Well, struggle no more.

Best Practices 52

Best Practices Prospects 52

Indigo Marketing Agency

FEBRUARY 23, 2023

Not only does it help to modernize your business, but it can also be used to subtly influence clients and prospective clients about the direction of your company. What separates you from your competition, and how are you communicating that to your clients and prospects? Are You Targeting a New Audience?

Prospects 97

Prospects Best Practices Assets Companies 97

FMG

DECEMBER 9, 2022

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. Prospects should be able to quickly understand how much your services will cost. Today, you can and should provide quotes on your website. Here’s why.

Fee Structure 52

Fee Structure Best Practices Prospects Assets 52

Don Connelly & Associates

MAY 13, 2024

Some have an easier time of it than others because they avoid the many missteps that can drive prospects and clients away. Even the most well-intentioned advisors can sometimes engage in behaviors that unintentionally repel potential and existing clients, creating an enduring uphill battle to grow their practice.

Prospects 52

Prospects Best Practices 52

Indigo Marketing Agency

FEBRUARY 1, 2024

Why Niche Marketing Is Important for Financial Advisors For prospective clients looking for financial guidance, niche marketing is like helping them find their tribe in the vast and dangerous wilderness. It’s about finding your special spot in the financial advising world and owning it.

Best Practices 52

Best Practices Prospects Investing 52

Indigo Marketing Agency

APRIL 28, 2023

Help Prospects Find You When They Need You Most The type of content marketing strategy we run for advisors is not designed to sell, but to help people learn who you serve best. To learn more, read our best practices for email marketing , subscribe to our newsletter , and schedule a virtual meeting if you have any questions.

Best Practices 98

Best Practices Prospects Financing Finance 98

Indigo Marketing Agency

JUNE 20, 2023

For financial advisors, leveraging platforms like Google can significantly enhance your visibility and help you attract new prospects. An ad can do its job perfectly—resonate with a prospective client and attract them to your website. This increases relevance and encourages the prospective client to explore your website further.

Bidding 52

Bidding Prospects Best Practices Taxes 52

Don Connelly & Associates

AUGUST 8, 2022

But I can think of many examples of advisors who unwittingly find ways to sabotage their efforts to build a successful practice. But they're big enough to turn prospects and clients away from you. It's often the little things they are either unaware of or don't recognize as problems.

Prospects 105

Prospects Best Practices 105

Don Connelly & Associates

FEBRUARY 19, 2024

Advisors must find a way to maximize their critical high-payoff activities, such as client interactions, prospect meetings, and prospecting, while allocating sufficient time for other essential activities that need to get done, such as administrative tasks, marketing, and planning.

Prospects 52

Prospects Best Practices Investing 52

FMG

MARCH 4, 2024

Email marketing is still one of the most effective ways to reach your clients and prospects. A newsletter, whether it’s sent weekly or monthly, is the best way to keep clients updated on your firm and the industry while nurturing prospects with engaging content. Then, look through your notes for all your prospect contacts.

Prospects 52

Prospects Leveraging Best Practices 52

Udu

MAY 24, 2023

Private equity valuation best practices provide guidance and critical insights on how firms weigh various factors to value a company and assess its potential growth. Applying industry-specific knowledge can help to identify sector-specific risks and growth prospects, which should be factored into the valuation.

Due Diligence 40

Due Diligence Best Practices Leveraged Buyouts Collateral 40

Axial

JULY 13, 2023

Normally, an LOI comes after one to three meetings with a prospective buyer. If you are running a structured sale process soliciting bids from multiple buyers, it’s likely that you will have narrowed the pool to less than five prospective buyers for these more in-depth discussions.

Due Diligence 52

Due Diligence Bidding Prospects Best Practices 52

Don Connelly & Associates

FEBRUARY 27, 2023

In recent posts, we have outlined why financial advisors must master critical habits for prospecting, calling, and selling, without which success can be elusive. However, while you may identify as a financial advisor, you are, first and foremost, a businessperson.

Prospects 52

Prospects Best Practices 52

Indigo Marketing Agency

DECEMBER 8, 2022

Your clients and prospects need your expertise now more than ever. Your prospects may be looking for a new financial advisor. If your prospects are experiencing dissatisfaction with their current financial advisor, a market downturn could be the straw that breaks the camel’s back, inciting them to look elsewhere for help. .

Prospects 52

Prospects Best Practices Financing Finance 52

FMG

DECEMBER 13, 2023

Important information can be found there, and it’s essential to help convert prospects into clients. Prospects tend to think that most advisors offer the same thing as their competitors. Below, you’ll see tips and techniques that can help you, as an advisor, elevate your website and potentially convert more prospects.

Prospects 52

Prospects Financing Finance Best Practices 52

Indigo Marketing Agency

MARCH 6, 2023

The Disney Institute helps train professionals, teams, and organizations worldwide based on the insights and best practices of Disney Parks and Resorts. How Indigo Can Help Marketing plays a significant role in communicating your firm’s culture to prospects.

Prospects 52

Prospects Best Practices Consultants Consulting 52

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 Consultants Consulting Financial Services 52

Don Connelly & Associates

MARCH 11, 2024

Advisors not in control of their time typically have less of it to spend interacting with clients and prospecting for new clients and other activities essential to the growth of their practice.

Prospects 52

Prospects Best Practices Investing 52

FMG

FEBRUARY 7, 2023

It covers best practices, including: The posting process General posting tips How to use hashtags Content types When to post-and more! Struggling to find the time to update your clients and prospects on everything happening with the markets and economy? This blog breaks it down! Well, struggle no more.

Best Practices 52

Best Practices Prospects Companies 52

Don Connelly & Associates

MARCH 13, 2023

Growing a successful financial advisory practice is one of the most challenging endeavors anyone can choose to undertake. These and other mistakes are symptomatic of a much bigger mistake many advisors make: spending too much time working in their business and not enough time working on the business.

Prospects 52

Prospects Best Practices 52

Diamond Consultants

FEBRUARY 8, 2023

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.

Due Diligence 59

Due Diligence Best Practices Legal Prospects 59

Mainsail

FEBRUARY 7, 2024

Our team, comprised of seasoned executives in vertical SaaS, provides holistic operational support, playbooks, and best practices that enable our Team Cos to achieve their visions. Our commitment is to empower software companies to thrive and succeed in their unique domains. Together, we aim to thrive on this journey of growth.

Investing 52

Investing Best Practices Education Prospects 52

Don Connelly & Associates

OCTOBER 17, 2022

In a recent post, we highlighted the importance of maintaining control over conversations with prospects and clients—that your value as a financial advisor diminishes without it. Part and parcel of maintaining control of a conversation is being able to switch gears when a client takes it in a direction you don’t want to go.

Prospects 52

Prospects Best Practices 52

Don Connelly & Associates

JANUARY 23, 2023

I’ve come across many advisors who consider themselves “perfectionists,” the type of people who feel the need to ensure everything is in order before attempting the task at hand, be it making calls to prospects, dealing with an irate client, or making a critical presentation to a wavering prospect.

Prospects 52

Prospects Best Practices Accounting 52

FMG

FEBRUARY 3, 2023

Call-To-Action Best Practices So, what exactly is a call to action? And using more than one CTA for each audience is a great way to seamlessly lead prospects around your site and create transparent sections for each niche. They have nailed it with their CTAs, and we love how they incorporated them into their website.

Prospects 52

Prospects Best Practices Capital Returns 52

The Motley Fool

MARCH 4, 2024

This includes embedding retail best practices across the enterprise and ensuring we have the right organizational structure in place to enable our future success. And we're strengthening that foundation and embedding these retail best practices throughout the organization. There's a couple of things there.

Leveraging 130

Leveraging Best Practices Capital Returns 130

Don Connelly & Associates

OCTOBER 16, 2023

The business of selling investments was almost entirely transactional, and all a financial advisor needed to do was shake the bushes for prospects and close them on a product sale. There was a time in the not-so-distant past when the only skill you needed to succeed in financial services was how to sell.

Prospects 52

Prospects Financial Services Assets Best Practices 52

FMG

FEBRUARY 3, 2023

Make sure that you have incorporated this into your header or sub-header right on the hero image so that prospects don’t bounce because they weren’t able to figure out what you do. Clearly Explain What You Offer If someone lands on your homepage with something specific in mind, you. need to ensure they will get what they came for.

Best Practices 52

Best Practices Prospects Financing Finance 52