Creating a Client Avatar to Attract Your Ideal Prospects

a few months ago

Originally posted on Claire Akin’s Blog with the Indigo Marketing Agency – Creating a Client Avatar to Attract Your Ideal Prospects This week, I am up in the mountains east of San Diego creating my new online course, The Marketing Guide for Financial Advisors, so I’m excited to feature a guest post from Jake Wagner, host of the […]

Know your Ideal Client's Persona

Find clients by knowing their interests

E13 | It’s all about the niche on LinkedIn

a few months ago

Claire Akin runs the Indigo Marketing Agency and works with independent financial advisors.  She joins the show to share her digital marketing and LinkedIn expertise with the audience. Claire was also born and raised in the industry and brings that knowledge and her skills in marketing to each of her clients.  She used to be an […]

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Dropbox and Google Drive have vulnerabilities you may not know

E12 | How to Hire Interns from Universities

7 months ago

Eddie Kramer of The Abacus Planning Group comes back on the show.  In part 2 of our conversation Eddie shares his experiences surrounding the hiring process with anecdotes on what his firm is looking for when hiring talented young planners.  He readily turns to his alma mater, Texas Tech University, as one of his go-to […]

E11 | Why Study Groups?

7 months ago

Study groups have been a secret many leading financial planners have used to further their career.  They are one of my faves. There are many types of study groups practicing today.  Some meet every week, some only meet quarterly.  Some have been meeting for decades.  I’ve heard about study groups that started virtually while others […]

9 ELEMENTS you need to review

Your online reputation is often your first impression

E10 | Succession in Texas

8 months ago

Does your firm have a succession plan?  You need one. It’s taken them a decade to hand the reigns from one planner to the next but they’re done (for now). Jason McGarraugh comes on the show to share his story about purchasing his firm from a powerhouse planner with 30 years in the business. Your […]

E09 | Kate Holmes takes her practice around the world

9 months ago

Kate Holmes of Belmore Financial loves to travel. She’s traveled to every corner of the globe, and takes her practice with her. This episode shares how Kate manages her practice while she travels around the world with a world wide network of clients.  She is also able to utilize her worldwide network of connections to […]

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