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. If you missed the webinar, be sure to check out Hugo’s top takeaways below!

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Indigo Marketing Agency

JUNE 16, 2021

Did you know the topic you choose for your webinar is the most important factor determining its success? Do you need webinar topic ideas? You’ve decided that a webinar is just what you need to warm up prospects and convert them into clients. But now the big question is: Which webinar topic do you choose?

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eMoney Advisor

MARCH 21, 2023

Despite the toll on client emotions, times of market volatility give financial professionals a real opportunity to shine. By using your expertise to communicate, educate, and provide perspective, you’ll likely magnify the loyalty of your clients. But it takes a strong plan—and no small amount of willpower—to do this.

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Indigo Marketing Agency

AUGUST 11, 2020

Webinar marketing for financial advisors is the key to unlocking high conversion rates. If you’ve spent any time on my website or reading my blogs, you know I really like webinars. It was webinars. The more webinar viewers we could get, the faster the business would grow. Creating those webinars allowed me to: .

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eMoney Advisor

FEBRUARY 22, 2023

Amid the Great Wealth Transfer, with $84 trillion set to be passed between generations in the next two decades 1 , there’s a question you must ask yourself: Are your clients’ adult children prepared to inherit? the better path lies in improving family communication and financial education.

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FMG

FEBRUARY 22, 2023

As a refresher, some of the most popular forms of marketing include: Events Webinars Social Media Email Marketing SEO/Website Traffic Podcasts Video/YouTube PPC Read on to see real-life examples of financial advisors using some of these marketing tactics and how they worked for them. Looking to start planning events for your firm?

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Brown Advisory

OCTOBER 28, 2021

To do so, we are honored to have Katharine Hayhoe join us for the final Raising Women’s Voices webinar in our fall season. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

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Brown Advisory

OCTOBER 28, 2021

Raising Women's Voices Webinar Series. To do so, we are honored to have Katharine Hayhoe join us for the final Raising Women’s Voices webinar in our fall season. Thu, 10/28/2021 - 05:00. The goal of Raising Women's Voices is to elevate women’s voices so that we may educate, inspire and challenge each other to raise the future. . .

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eMoney Advisor

JANUARY 12, 2023

We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Their study found that those who received pro bono financial planning support had a 53 percent higher survival rate.

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FMG

FEBRUARY 20, 2024

They want clients and prospects to see their posts and interact with them, whether it’s through comments, reactions, or sharing. What services do you provide, and how do they impact your clients? What value are you bringing when it comes to helping clients with their taxes? What are you there to do?

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eMoney Advisor

NOVEMBER 15, 2022

Here are a few more reasons to apply it in your financial planning practice. To start, gratitude can support your clients’ commitment to pursuing their financial goals. So, how can you leverage gratitude in your financial planning practice? A handwritten note to thank a client for a referral can solidify that connection.

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Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ve partnered with the experts at The Retirement Learning Center to update advisors on how the retirement plan landscape has been altered by the 2020 economic crisis. We’ll review: – How has the retirement landscape been affected by COVID-19?

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Indigo Marketing Agency

DECEMBER 9, 2022

Indigo Marketing Agency specializes in helping financial advisors like you with their marketing, growth, and communication strategy. Take advantage of the opportunity to be an inspiring and trusted voice to help your clients sort through the information they receive. Does your marketing strategy align with your goals for the new year?

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Indigo Marketing Agency

JANUARY 24, 2024

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. billion in client assets. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.

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Indigo Marketing Agency

JANUARY 24, 2024

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. billion in client assets. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.

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Indigo Marketing Agency

JULY 1, 2020

One way we do this is through an annual client survey. . On May 31, we sent out an email to our current clients asking them to fill out a 5-minute survey online. It’s always scary asking clients how we’re doing, but I’m pleased to say that the results of our 2020 Client Survey were overwhelmingly positive!

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Indigo Marketing Agency

JULY 1, 2020

At Indigo Marketing Agency, we send out a client survey each year asking advisors to share their feedback on how we can improve our services. Trend #1: Financial Planning Is Going Digital . The first trend is an obvious one: financial planning is going digital. Watch our exclusive webinar here. .

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Clever Girl Finance

JUNE 27, 2023

Be organized and plan ahead 3. Develop your communication skills 10. Be organized and plan ahead Being organized and planning ahead allows you to work more efficiently and effectively. Use productivity tools Use digital tools (like timers) and apps ( like Trello ) to manage tasks and deadlines and also plan efficiently.

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Indigo Marketing Agency

DECEMBER 18, 2019

Not only are they busy running their business and serving their clients, marketing may not be their expertise or interest. Twenty Over Ten has a free 14-day trial for new clients. . Branding and Communications for Financial Advisors. Impact Communications and Marie Swift. Engaging your clients .

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AdvisorPR

MAY 13, 2020

Your prospective clients have dramatically shifted their behavior in record time. Your live presentations, appointment process, onboarding and ongoing client communication processes call all be done virtually, with the adaption of technology. Explain what benefits your client can enjoy because of your Digital Storefront Policy.

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Indigo Marketing Agency

NOVEMBER 17, 2021

Believe it or not, your clients and readers want to know what’s happening at your firm. Our Client Stories. When we publish your clients’ stories, it not only gives a peek into your processes and services, but shows your prospects that you understand their situation and have the solutions to help them achieve their goals.

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MazumaBusinessAccounting

APRIL 30, 2023

Are they allocating a lot of resources to podcasting or webinars? Understand your clients. This could be based on your current clients or ones you want to focus on in the future. Is your business communicating professionally? Create a calendar or plan. Lightheartedly?

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MazumaBusinessAccounting

MAY 1, 2023

Are they allocating a lot of resources to podcasting or webinars? Understand your clients. This could be based on your current clients or ones you want to focus on in the future. Is your business communicating professionally? Create a calendar or plan. Lightheartedly?

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Indigo Marketing Agency

FEBRUARY 12, 2020

The financial advisor technology tools your firm uses can make or break the client experience. A slow website, complicated financial planning software, irrelevant emails—these can all leave a sour taste in your clients’ mouths and leave them searching for someone else. . Financial Planning Software: eMoney or MoneyGuidePro.

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AdvisorPR

AUGUST 10, 2020

In marketing communications, brand trust has become more important than ever. In my previous blog , I shared ways to brainstorm and prioritize the immediate needs and concerns of your clients and prospects. Organize a webinar or reoccurring series to introduce new ideas and opportunities to build your community.

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Indigo Marketing Agency

APRIL 26, 2021

Look through the list below (or watch this video) and let me know which one you plan on reading first! We did a deep dive into financial advisor succession planning and what you need to know about selling your firm. In today’s digital world, prospects and clients are overloaded with noisy marketing messages. Mullen, Jr.,

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Indigo Marketing Agency

MARCH 5, 2020

Best for: Financial advisors who want to sharpen their marketing message and win more clients. In a digital world where prospects and clients are overloaded with noisy marketing messages, this book helps you pinpoint your value proposition and stand out from the crowd. Radical Relevance by Bill Cates.

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Bell Investment Advisors

JUNE 29, 2023

Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. Also, a recording of today’s webinar, along with a transcript, will be posted to our website within 48 to 72 hours.

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Indigo Marketing Agency

APRIL 23, 2020

Marketing In A Crisis For Financial Advisors (Free Webinar). The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. How to use the current crisis to multiply your best clients 2. Becoming the “Go-To Expert” in your niche 3.

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Sara Grillo

MAY 23, 2022

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does. The benefits of advice-only financial planners.

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eMoney Advisor

JUNE 12, 2023

The way you present data has a far-reaching impact on the way that clients understand, engage with, and follow through on their financial plan. Effective data visualization has the potential to motivate clients towards their goals and deepen the planner-client relationship.

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Indigo Marketing Agency

JULY 23, 2020

You want to cover the topics and questions your ideal clients are thinking about, but where should you start? To stay on top of your financial advisor blogging, we recommend creating a marketing calendar for the year that lists out all of the blog posts you plan on releasing. A blog educates current clients.

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Inside Information

DECEMBER 28, 2021

A s I was writing the lead article for this issue of Inside Information , I came back to a question that I’ve been pondering ever since I worked at the International Association for Financial Planning back in the 1980s: what is the purpose of a professional association? . Despite my obvious (obnoxious?)

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Indigo Marketing Agency

APRIL 16, 2020

What I mean by that is regularly communicating to: Remind people what you do. If you’re not regularly staying in front of your clients, network, and referral partners with your own content, I can guarantee you’re missing out on referrals. . It’s how clients find you. Explain who you serve and the problems you solve.

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