Indigo Marketing Agency

DECEMBER 18, 2019

Why Do Financial Advisors Benefit From Working With Marketing Companies? Most financial advisors don’t have a lot of time to devote to their marketing strategy. That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. . Twenty Over Ten.

Financial Advisor 52

Financial Advisor Compliance Marketing Marketing 52

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. We’re going to talk about how to market during a crisis for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Fortune Financial

JANUARY 11, 2024

Offer Financial Wellness Programs Financial Education Workshops: Organize workshops and seminars covering budgeting, investment basics and retirement planning. One-on-One Financial Counseling: Offer access to financial advisors for personalized financial planning and advice.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Indigo Marketing Agency

MAY 5, 2020

About Your Presenters: Claire Akin, MBA Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving top independent financial advisors. She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing. I used to be an advisor with LPL Financial.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52