Indigo Marketing Agency

NOVEMBER 17, 2021

If you’re a financial advisor, you’ve likely had these questions go through your mind at some point in your career, “How do I position myself as an expert in the field?” and “How do I stay top-of-mind so I’m the first call when someone realizes they need a financial professional?” The answer to both is strategic marketing.

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Sara Grillo

FEBRUARY 23, 2024

That is why I wrote this blog about financial advisor technology tips for those who are not the best with things computer-related. You may have granted a third party (IT person, marketing consultant, old employee) the right to access to your online assets such as: Website Email software (I.e.,

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Sara Grillo

MARCH 8, 2024

Question from a subscriber: “ As a solo advisor focused more on my clients, and maintaining a consistent marketing campaign is a challenge. For a couple of weeks I am flat out busy and my marketing goes silent.” Here are my ideas: “ Clump ” your marketing time and use scheduling tools.

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Sara Grillo

MAY 10, 2024

What’s the best way for a financial advisor to network: virtually or in person? However, it’s more difficult to build trust and differentiate yourself from other advisors in a highly competitive setting. BOOM – there you go, today’s marketing tip for ya! Am I better off just doing online networking?”

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Sara Grillo

MAY 10, 2024

The financial advisor onboarding waitlist: too much or a good idea? However, I have seen advisors with four month (or longer) waitlists. People come to you because they are having a crisis like divorce or retiring in a panic about the market crashing. BOOM – there you go, today’s marketing tip for ya!

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Sara Grillo

JANUARY 26, 2024

If you’re about to send that financial advisor newsletter – STOP and read these tips before you click “send.” But first… For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. Please sign up here !

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Indigo Marketing Agency

SEPTEMBER 14, 2021

If you’re a financial advisor, you probably know that creating consistent content is key to increasing your online presence and generating referrals. But when it comes to your blog, what should you write about? With that in mind, I want to share our 5 top-performing blog topics for financial advisors in 2021!

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Indigo Marketing Agency

MAY 8, 2024

What Is the Total Marketing Package Growth Tier? The Total Marketing Package Growth Tier (TMP Growth) is a comprehensive marketing machine for financial advisors hungry to welcome more of their target clients. Who Is the Total Marketing Package Growth Tier For?

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FMG

MARCH 4, 2024

Email marketing is still one of the most effective ways to reach your clients and prospects. According to Forrester , people are twice as likely to sign up for your email list as they are to interact with you on Facebook. A case study also found that 72 percent of consumers prefer email as their source of business communication.

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Sara Grillo

FEBRUARY 23, 2024

Question from a subscriber: “Marketing only seems to be getting tougher with all the call and email screening.” The financial advisor cold calling game is some ice, ice baby! Because cold calling and cold emailing are the toughest form of marketing on the planet right now. ” Yah.

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Sara Grillo

FEBRUARY 9, 2024

There are numerous ways to deal with this but in this blog I’m going to provide you with two non-blowoff-able ways for financial advisors to follow up with prospects. But first… For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.

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Sara Grillo

MAY 3, 2024

Record yourself giving your talk until you become the John Bonham of financial advisor speeches. Present a video of yourself speaking everywhere you can: website, social media, in your email signature. Figure out what the best talk you ever gave was, and then email the conference organizer who picked you for that talk.

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Indigo Marketing Agency

FEBRUARY 24, 2024

Huge portions of the internet population are increasingly looking online for financial guidance. That means the right digital marketing for financial advisors can be the rocket fuel that propels unparalleled success. Let’s take a look at the advantages and techniques of effective digital marketing. Think about it.

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FMG

NOVEMBER 20, 2023

The holiday season is upon us, and that means that financial advisors should start thinking about their advisor holiday marketing strategy. It’s no wonder so many business and companies focus their marketing during the holiday season.

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Indigo Marketing Agency

JANUARY 3, 2024

Innovative and value-driven, the Indigo Advisor Club offers a suite of cutting-edge marketing tools, aimed to empower financial advisors to achieve greater online visibility and client engagement. Webinar registration found here.

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Indigo Marketing Agency

DECEMBER 15, 2023

In the ever-changing world of financial advisor marketing, success boils down to embracing strategies that convert prospects, minus the old-school pushy sales pitches. Today, let’s dive deep into what makes our Total Marketing Package tick—consider it our secret sauce for catapulting financial advisors into unprecedented growth.

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FMG

JANUARY 5, 2023

According to the YCharts Client Communication Survey , email is the preferred communication channel for the majority of clients, and frequency and style of communication are essential to client retention. So, how often should financial advisors email their clients? The Importance of Sending Frequent Emails.

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Sara Grillo

FEBRUARY 9, 2024

Here are some non-traditional ways to get referrals as a financial advisor. But first… For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I send you one actionable, practical marketing tip a day.

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Indigo Marketing Agency

SEPTEMBER 11, 2023

As Content Deployment Manager, she is responsible for deploying our clients’ blog content in a timely fashion, a crucial component of their overall marketing strategy. I upload the blog post to their website, and do any necessary formatting/editing. Then I draft the marketing email that corresponds with the blog post.

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Don Connelly & Associates

APRIL 10, 2023

For advisors competing in a crowded industry, achieving thought leadership is becoming essential for those who want to stand far above others in a crowded field. If you have a couple of hours a month to devote to writing, blogging can be your most effective marketing activity.

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FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors.

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Indigo Marketing Agency

NOVEMBER 1, 2022

On his podcast Bridging The Gap , host Matt Reiner recently welcomed our founder, Claire Akin, to dig into the basics of embracing a speciality and the importance of marketing “you” as a person and not necessarily “you” as a brand or company—just to scratch the surface! Implement the Digital Marketing Essentials. Be a Go-To Specialist.

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Indigo Marketing Agency

JULY 8, 2023

Summer is here, and if you’re a financial advisor, you’re probably dreaming of sandy beaches, picturesque sunsets, and sipping refreshing tropical beverages. But while you’re soaking up the sun, it’s crucial to ensure your marketing efforts don’t take a vacation. But that’s not all!

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Sara Grillo

MARCH 1, 2024

In this blog we discuss how to recruit financial advisors to your firm without being a slimy scum bag like everyone else is being! Question from a subscriber: “ We are stumped by bringing younger advisors into the business. Ready for some financial advisor recruiting tips? Look happy.

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Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Steve Sanduski. Ron Carson.

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FMG

FEBRUARY 7, 2024

As a software solution, Asset-Map helps advisors organize client info and deliver financial plans through a visual medium, allowing them to save time and offer greater clarity to their clients. Many advisors that leverage Asset-Map’s software also feature the tool on their website as part of their prospecting efforts.

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FMG

SEPTEMBER 22, 2022

Financial advisors especially should make sure customers feel appreciated. When a financial advisor is able to surprise or delight their client, they’re showing through action why that customer made the right choice in choosing them. Clients are the lifeblood of every business regardless of industry.

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FMG

AUGUST 24, 2022

Financial advisors have to face plenty of challenges in their pursuit of success. Being a financial advisor is a tough gig despite both triumphs and failures. What separates good financial advisors from great ones is their ability to build and enact marketing plans. Set Goals for Yourself.

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The Chicago Financial Planner

FEBRUARY 5, 2022

Every year the Super Bowl Indicator is resurrected as a forecasting tool for the stock market. The indicator says that a win by a team from the old pre-merger NFL is bullish for the stock market, while a win by a team from the old AFL is a bad sign for the markets. Rams) won in 2000 and the market dropped.

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FMG

FEBRUARY 22, 2023

Marketing tactics have been a spotlight for discussion for decades, no matter what industry you’re in. In the case of financial advisors, they need to find the marketing tactic that works best for their niche. After all, if a marketing tactic isn’t bringing in new clientele, is it really worth doing?

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Sara Grillo

MARCH 8, 2024

Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. Why AI won’t replace human advisors (it’s just a supercharged Google search!). ?How You’re the advisor.

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FMG

FEBRUARY 7, 2023

From LinkedIn post tips to email personalization strategies and more, this is a great roundup! 8 Email Personalization Strategies Financial Advisors Can Use To Improve Engagement via Advisorpedia Email marketing is an incredible way to reach your audience, with an ROI of $42 for every $1 spent.

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Good Financial Cents

MARCH 6, 2023

Invest In the Stock Market 2. Start a Blog 5. Invest In the Stock Market Did you know? You can generate residual income by investing in the stock market. The two easiest ways to invest in the stock market are through a robo-advisor platform or an online broker. Table of Contents What Is Residual Income?

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Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

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FMG

JANUARY 23, 2023

The challenge of writing compelling emails often comes down to a balance of two things; quality and quantity. As an advisor, you need to be engaging your email list with consistent, personalized and relevant content. Creating emails that meet these criteria, though, can take a lot of time. But it can go beyond that.

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FMG

SEPTEMBER 29, 2022

You’ve probably heard it a million times and will most likely listen to it a million more, but video marketing is here to stay. With over 54% of consumers wanting to see more video content , it’s hard not to justify using it in your marketing campaigns. Engaging Emails with Video. Working Video into Websites.

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Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

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