Indigo Marketing Agency

APRIL 5, 2023

Recently, Indigo’s very own Hugo Fernandez was featured in a webinar with Schwab Advisor Services. As CEO of Indigo Marketing Agency and author of The Client Acquisition Blueprint , Hugo has a wide range of knowledge about marketing for financial advisors. Median results for all firms with $250 million or more in AUM.

Engineering 52

Engineering Financial Advisor Clients Financial Planning 52

FMG

OCTOBER 19, 2022

Knowing your clients and their needs is the first rule in the financial advisor field. But how well do you really know your customers? Surprisingly, you most likely don’t know them as much as you should, which is one of the biggest marketing mistakes. What Is a Customer Persona?

Clients 52

Clients Media Financial Advisor Marketing 52

FMG

NOVEMBER 29, 2022

With tips on why you need buyer personas, marketing moves for financial advisors in 2023 and more, this one is worth a read. . What Is a Buyer Persona (And Do You Really Need One)? What Is a Buyer Persona (And Do You Really Need One)? Invest where you can win. via iMPACT. Invest in SEO.

Financial Advisor 52

Financial Advisor Media Clients Economy 52