Remove how-financial-advisors-are-attracting-their-ideal-client-online
article thumbnail

How Do Financial Advisors Market Themselves? Check Out Our Top Marketing Tactics!

Indigo Marketing Agency

In today’s dynamic financial landscape, the role of financial advisors extends beyond traditional financial planning to include effective digital marketing strategies. In this blog post, we answer the question “How do financial advisors market themselves?”

article thumbnail

How Financial Advisors can Systematize Their Referral Process

FMG

Referrals are one of the best ways for an advisor to grow their business. In fact, referrals from clients, friends, or family account for 53 percent of new clients for advisors—the top source of new clients in 2022, according to a Cerulli report. That means more clients for less work.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Attracting More Ideal Clients

Indigo Marketing Agency

We all know that the best source of business for financial advisors is referrals and word of mouth. So how do you get people to know you, like you, trust you, and then refer people to you? Best of all, you can use video in every area of your marketing strategy: blog posts, social media, and email.

Clients 52
article thumbnail

Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

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.

article thumbnail

Making Your Website Visible: Top Takeaways From Our Joint Webinar With Schwab

Indigo Marketing Agency

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. Financial advisor in Los Angeles, CA).

article thumbnail

Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

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.

article thumbnail

Why a CRM for Financial Advisors is Critical For Growing Your Business

FMG

Technology is one of the most important components of a financial advisor’s business. From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. The average advisor serves 156 clients.