Indigo Marketing Agency

JUNE 1, 2023

Keeping financial advisors up to date on the latest marketing trends is one of our favorite things to do at Indigo Marketing Agency. If you’re ready to grow big or go home, read on to learn more about the power of growth marketing and 6 ways financial advisors can use it to scale their businesses.

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FMG

JUNE 13, 2023

The Financial Advisor’s Guide To Writing Blogs That Grab Your Audience’s Attention via Advisorpedia Writing and publishing educational blogs on your firm’s website is an incredible investment. It not only showcases your expertise but brings others to your website which boosts SEO and ultimately can grow your business.

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FMG

OCTOBER 14, 2022

One of our favorite parts of working with our financial advisors and broker-dealers is the reveal of each new website. It’s so exciting to see the unique personality and perspective of each advisor expressed through a website. Financial Freedom Wealth Management Group. Peabody Wealth Advisors.

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FMG

MARCH 22, 2023

Whether advisors want to boost their SEO, increase site traffic, or generate leads, blogs always help. These are just some of the reasons that you see so many financial advisors starting to add blogs to their regular content schedule. Something that grabs the attention of readers or reminds them of your brand.

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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. Past performance is not an indicator of future results.

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FMG

OCTOBER 6, 2022

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. What is CRM?

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FMG

MARCH 15, 2023

Copywriting is a crucial element of any successful financial advisor’s marketing strategy. For this reason, many advisors put a lot of thought into what they write to ensure that it meets their standards. The Money Maven Financial website uses that concept to its advantage upon loading its homepage.

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WiserAdvisor

FEBRUARY 14, 2024

In today’s times, financial stability is a universal goal. A financial advisor can help you identify hobbies that can be turned into wealth-creating avenues. They can also help you include some uncommon types of investments that can contribute to your overall financial growth.

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AdvisorPR

AUGUST 10, 2020

In the financial industry, these catalysts have expedited many changes that were already in motion, from adopting new technologies to providing more inclusive holistic services that account for all aspects of life. In marketing communications, brand trust has become more important than ever. Every company big and small has a brand.

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Indigo Marketing Agency

JUNE 20, 2023

For financial advisors, leveraging platforms like Google can significantly enhance your visibility and help you attract new prospects. Read on to learn about the 5 most common mistakes advisors make and what you can do to improve campaign effectiveness. So you’ve taken the plunge with Google Ads—now what?

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Clever Girl Finance

APRIL 19, 2023

Being educated on money, investing, saving, and spending can help you develop a healthy financial lifestyle. While that might feel overwhelming, you can start your financial literacy journey by learning some of the most important money truths. A brand-new luxury car usually comes with a hefty price tag. What is a money truth?

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FMG

APRIL 6, 2023

That’s why you want to create a logo that shows off your brand’s personality and really connects with your audience. There are numerous things to consider when trying to create a financial company logo. What Makes a Good Financial Advisory Logo? Logos for financial services tend to be more challenging than your average company.

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FMG

AUGUST 3, 2022

Social media involves interacting with clients, potential prospects and other financial advisors. It’s important to remember that social media is about showcasing your brand’s personality. Which I don’t believe any financial advisors would have a problem with. Define Your Brand Rules.

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FMG

NOVEMBER 1, 2023

Financial advisor marketing is a challenging topic. But without marketing, an advisor’s business is missing out on a proven and powerful lead-generation tool and brand-building opportunity. Read on to explore the foundation of marketing for financial advisors. What distinguishes your firm?

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Indigo Marketing Agency

JULY 28, 2023

So, how can financial advisors make the best decisions about which elements are most effective for their LinkedIn ads? So, how can financial advisors make the best decisions about which elements are most effective for their LinkedIn ads? Adjust your settings for the elements below.

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Indigo Marketing Agency

AUGUST 16, 2023

For financial advisors, a well-crafted website serves as the virtual face of your brand, connecting you with potential clients and fostering credibility. That’s why we’re announcing our new monthly website maintenance services specifically designed for financial advisors. Simply launching a website is not enough.

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Indigo Marketing Agency

MARCH 6, 2023

Our latest video is here, and it’s all about the power of keywords in search engine optimization (SEO) and how they can help you supercharge your marketing efforts as a financial advisor. 0:26 Unfortunately, it is nearly impossible to do so as there are a staggering 203,791 financial advisors in the U.S.,

Financial Planner 52

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Indigo Marketing Agency

MARCH 3, 2023

Our latest video is here, and it’s all about the power of keywords in search engine optimization (SEO) and how they can help you supercharge your marketing efforts as a financial advisor. 0:26 Unfortunately, it is nearly impossible to do so as there are a staggering 203,791 financial advisors in the U.S.,

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Indigo Marketing Agency

NOVEMBER 20, 2023

Are you a financial advisor looking to expand your subscriber numbers and cultivate valuable leads with your email marketing? Continue reading for expert advice tailored to the specific needs of financial advisors just like you. If you answered yes (and why wouldn’t you?), the strategic use of opt-in pages is essential!

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Zoe Financial

OCTOBER 12, 2023

Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor In today’s world, the impact of artificial intelligence (AI) is undeniable.

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Zoe Financial

OCTOBER 12, 2023

Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor In today’s world, the impact of artificial intelligence (AI) is undeniable.

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AdvisorPR

FEBRUARY 4, 2022

The CFP® Board has done a stellar job of creating consumer brand awareness and credibility through its compelling PSA campaigns. Whether you’re a junior advisor or a founding principal, start with a clear statement about how your client or prospect can expect to interact with you and the type of service they will receive.

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SEI

SEPTEMBER 17, 2022

I'm the analyst at Morningstar covering the financial technology space. I think his and his team's focus has really been on exactly what you said is, rightsizing the expenses to the opportunity. Ryan Hicke: So Sanjay's focus has really been on that R&D bucket. My name is Rajiv Bhatia. Also joining us is CFO Dennis McGonigle.

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The Big Picture

AUGUST 29, 2022

Transcript: The transcript from this week’s, MiB: Eric Balchunas on the Vanguard Effect , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. Time to start.”

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FMG

AUGUST 4, 2023

For financial advisors, the process of creating marketing content can be too time-consuming, especially without help from an intern or marketing manager. Sacrifices are often made in terms of content quality or quantity, and the marketing efforts of these advisors often suffer as a result.

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The Big Picture

APRIL 18, 2023

You can stream and download our full conversation, including any podcast extras, iTunes , Spotify , Stitcher , Google , Bloomberg , and Omny. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Joe Baratta, welcome to Bloomberg. Happy to be here.

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Brown Advisory

MAY 16, 2016

Berkshire’s largest business is property and casualty insurance, with GEICO the most recognizable brand. The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 60 questions during the five-hour gathering. Berkshire Hathaway.

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