Indigo Marketing Agency

FEBRUARY 12, 2024

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?”

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Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message , he hosted with Indigo founder, Claire Akin. Check out his Twitter feed here. Ron Carson.

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Indigo Marketing Agency

JULY 1, 2020

Well, the financial services industry has experienced a lot of change these past six months. 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 . There’s no denying it.

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Indigo Marketing Agency

DECEMBER 18, 2019

Here are the top 10 financial services marketing companies you should work with in 2020. . If you’ve spent any time researching marketing for financial advisors, then you’ve probably seen this company’s name pop up a time or two. . That’s why they plan everything for you. . Comprehensive Marketing Solutions.

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NAIFA Advisor Today

MAY 19, 2023

Kathleen will discuss critical lessons from her book, Put Your Money to Work: A Woman’s Guide to Financial Confidence , in order to help more women with their finances with advice that was never taught in school.

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Indigo Marketing Agency

JANUARY 17, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. You can also sign up for a free workshop webinar he and I hosted together, How to Choose Your Niche & Create a Radically Relevant Marketing Message. Ron Carson Ron Carson…need I say more?

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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! The Best Books for Financial Advisors. Best book for financial advisors looking for work-life balance The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life is one of my personal favorites. Mullen, Jr.

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Indigo Marketing Agency

MARCH 18, 2021

The average email open rate for the financial services industry is 24.80%. (3). See a Sample Financial Plan. How Does an Independent Financial Advisor Benefit You? For example, if you’re a financial advisor who specializes in serving veterans, you could send everyone emails on topics like: .

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Indigo Marketing Agency

MARCH 5, 2020

Bill and I have a workshop webinar where we help financial advisors choose a specialty and create a radically relevant marketing message. The Million-Dollar Financial Advisor by David J. Best for: Advisors who want to be top producers in the financial services industry. You can check it out here. Mullen, Jr.

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Indigo Marketing Agency

SEPTEMBER 9, 2020

Check out these three top-performing CTA examples for financial advisors. Mistake 3: Writing Too Complex The financial services industry is loaded with complex jargon and terminology. Watch this free workshop webinar on how to choose your specialty. Download your free Social Security report. Need more inspiration?

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Indigo Marketing Agency

OCTOBER 22, 2020

When a financial advisor tells us they need help to select their niche, we recommend they do three things: . Watch our workshop webinar on embracing a specialty. Watch This Webinar on Choosing a Radically Relevant Niche . Before you invest money into your marketing plan, you need to know who you’re trying to reach.

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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. When clients can see the way that the plan connects their current situation to one 30 years down the road, then they’re more likely to be motivated.

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