Indigo Marketing Agency

DECEMBER 15, 2023

In the ever-changing world of financial advisor marketing, success boils down to embracing strategies that convert prospects, minus the old-school pushy sales pitches. Today, let’s dive deep into what makes our Total Marketing Package tick—consider it our secret sauce for catapulting financial advisors into unprecedented growth.

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Financial Advisor Clients Media Retirement Planning 52

Indigo Marketing Agency

SEPTEMBER 11, 2023

As Indigo’s most-tenured team member, Lisa Gaines’ positive impact on our success cannot be overstated! Lisa breaks down the process as follows: “Once an article is written and proofed by the writing team, and approved by the advisor and account manager, they hand it off to me.

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Indigo Marketing Agency

FEBRUARY 7, 2023

Whether it’s for our health, our loved ones, or our career, getting more than one perspective can help us make more informed decisions. What is working for other advisors? What is not working for other advisors? What is not working for other advisors? How does my marketing strategy compare to other top advisors?

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Planning Marketing Marketing Financial Services 98

Indigo Marketing Agency

APRIL 2, 2024

How can financial advisors effectively segment their email lists for targeted campaigns? Then each targeted group could receive semi-personalized content that resonates with each of their financial planning needs. What are the key elements of a successful email campaign for financial advisors?

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Indigo Marketing Agency

AUGUST 31, 2023

A key contributor to our success here at Indigo Marketing Agency, as an Account Manager, Beverly Anderson helps financial advisors develop a solid marketing strategy from the ground up—completely tailored to their niche, their location of their business, and their personal goals and ambitions for their firm.

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Indigo Marketing Agency

NOVEMBER 1, 2022

This is a must-listen for any advisor wondering how to grow their business more naturally and in a way that benefits everyone. Hands down, Claire points out that the most reliable way to help financial advisors share their true value with prospects is to embrace a specialty. Be a Go-To Specialist. The bottom line?

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Marketing Marketing Financial Advisor Clients 105

FMG

APRIL 10, 2024

Social media marketing has become a reliable tool for any business or advisor trying to reach a target audience. billion social media users across the world , it’s no shock financial advisors are casting their nets into the social media ocean. We’ll be going over why advisors should use social media.

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Media Financial Advisor Advertising Accounting 52

Indigo Marketing Agency

NOVEMBER 7, 2023

In today’s digital age—with roughly 330,000 financial advisors in the United States alone—financial advisor websites are not just nice to have; they are a necessity , acting as one of the key differentiators between ultra-successful consultants and those who struggle to achieve their growth goals.

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Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out the list below. Bill Cates.

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Indigo Marketing Agency

OCTOBER 4, 2023

Are you curious to know one of the major driving forces behind Indigo Marketing Agency’s success? Join us as we delve into this dynamic team member’s story and her role in our mission to help financial advisors attract their ideal clients with custom content solutions. Look no further! Want to get to know Katie even better?

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Financial Advisor Clients Sales Consulting 52

Indigo Marketing Agency

JANUARY 24, 2024

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.

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Financial Advisor CFP Financial Services Education 52

Good Financial Cents

APRIL 24, 2023

Believe me, as busy as I am, I sometimes lose sight of all the wins – big or small. That discipline has yielded exponential results in my business and in my personal life. Business-wise, my revenue has increased almost 100% since I started creating and consistently revisiting my goals. And another. And another.

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Indigo Marketing Agency

JANUARY 24, 2024

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.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

MazumaBusinessAccounting

JULY 15, 2021

Running your own business is rewarding, but it can also be overwhelming. That’s why I wanted to put together these tips to help you stay on top of your finances while growing a successful business. Plan for Current Business Needs. First, let’s talk about the importance of a business plan. Tax Planning.

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Business Planning Taxes Planning Retirement 105

FMG

FEBRUARY 22, 2023

In the case of financial advisors, they need to find the marketing tactic that works best for their niche. For that reason, we’ll be taking a look at what marketing tactics financial advisors use, and how it’s worked out for them. 5 Marketing Tactics Bringing Real Results 1.

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Marketing Marketing Financial Advisor Media 52

FMG

NOVEMBER 20, 2023

The holiday season is upon us, and that means that financial advisors should start thinking about their advisor holiday marketing strategy. It’s no wonder so many business and companies focus their marketing during the holiday season. The holidays can be a hectic time, with record sales numbers of up to 943 billion.

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Marketing Marketing Financial Advisor Clients 52

Indigo Marketing Agency

OCTOBER 3, 2023

Most advisors agree it’s easier to preserve an existing relationship than it is to prospect for a new client. The fact is, whether you’re looking to expand your financial services business or preserve assets for years to come, you need to be able to effectively relate and communicate with the younger generation.

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Wealth Management Financial Advisor Clients Management 52

Diamond Consultants

AUGUST 15, 2023

Our recent Update for Edward Jones Advisors noted that 371 experienced advisors left Edward Jones in 2022. The heavy lifting comes next: transitioning client accounts, learning systems and platforms at a new firm, and prospecting for business under a different flag. But in many ways, leaving was the easy part.

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Indigo Marketing Agency

NOVEMBER 16, 2021

Many times advisors ask me, “What should I blog about?” So, today I want to share an example of a great financial advisor blog post that was both really successful and really memorable. Plus, I’ll show you how you can replicate its success for your own financial advisor blog.

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Financial Advisor Financial Planning Clients Communication 52

Indigo Marketing Agency

NOVEMBER 23, 2020

During this webinar, Claire and Marc share secrets to SEO success. Claire runs Indigo Marketing Agency, a firm dedicated to helping independent financial advisors embrace a specialty to serve more of the clients they love. Ready To Grow Your Business? Claire and Marc discuss: How search engine optimization works.

Financial Advisor 52

Financial Advisor Engineering Clients Media 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Define Your Goals Defining your financial goals is the foundational step in choosing the right wealth management firm. Incomes and Expenses Evaluate your current financial situation.

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Wealth Management Management Risk Tolerance Retirement Planning 59

Diamond Consultants

AUGUST 9, 2023

But there are 6 common reasons advisors get stuck in the status quo. It’s a natural progression, especially on the heels of extended bull markets when most advisors are enjoying record success. It’s a natural progression, especially on the heels of extended bull markets when most advisors are enjoying record success.

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Clients Banking Management Investing 52

Carson Wealth

SEPTEMBER 19, 2022

When you think about financial planning or wealth management, you may think those services are only needed and meaningful for people who have accumulated monopoly-style buckets of money. What Do Financial Advisors Do? Do I Need a Financial Advisor? The process of financial planning is not reserved for the elite.

Financial Advisor 52

Financial Advisor Financial Planning Wealth Management Wealth Accumulation 52

The Big Picture

FEBRUARY 21, 2023

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. . ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. If you recall pre-pandemic, we had started doing these live events. Well, they’re back.

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Indigo Marketing Agency

MAY 31, 2023

As a financial advisor, finding ideal clients can be a challenging task. In a recent panel discussion at the Jolt Conference , experts shared insights on how financial advisors can use webinars and courses to attract clients. This led to a successful event. Don’t plan the calendar too far in advance.

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Clients Financial Advisor Marketing Marketing 52

The Big Picture

JULY 11, 2023

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. . ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.  The transcript from this week’s, MiB: Jenny Johnson, Franklin Templeton CEO , is below.

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FMG

MARCH 15, 2023

Copywriting is a crucial element of any successful financial advisor’s marketing strategy. Having quality writing that expresses your ideas or thoughts in a way that appeals to potential clients and site visitors is critical to your site’s success.

Financial Advisor 52

Financial Advisor Clients Financial Planning Media 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Define Your Goals Defining your financial goals is the foundational step in choosing the right wealth management firm. Incomes and Expenses Evaluate your current financial situation.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Indigo Marketing Agency

MARCH 11, 2021

I was recently invited to be a guest host on ProudMouth’s Top Advisor Marketing Podcast. Underused marketing tactics that are absolute gold for advisors. Leading and lagging indicators of marketing success. If you’re a financial advisor, I know you’ll glean a lot of useful information from it.

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Marketing Marketing Financial Advisor Financial Planning 52

Diamond Consultants

NOVEMBER 21, 2023

When it comes to due diligence and even a transition, no two advisors – or their paths – are the same. Here’s why that matters… It’s interesting how advisors think that many of the processes around due diligence and transition are the same. Yet there is one component that is truly unique in each and every case: The advisor.

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Indigo Marketing Agency

MARCH 24, 2023

As a financial advisor, building a robust network of referral sources is key to growing your business and delivering high-quality service to your clients. One group which financial advisors often consider partnering with are certified public accountants (CPAs). Why Collaborate With CPAs?

Financial Advisor 52

Financial Advisor Tax Planning Taxes Clients 52

James Hendries

OCTOBER 28, 2022

Life transitions that may impact a change in beneficiaries include divorce, the birth of a new child, the loss of a loved one, a marriage, etc. Remember to update your will as your financial and family situation changes. If you work or own a business in a foreign country, you may need to file taxes in more than one country.

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Planning Taxes Estate Planning Consulting 52

Zoe Financial

APRIL 3, 2023

Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Passing Down a Legacy Published April 4th, 2023 Reading Time: 5 minutes Written by: Kyle Attarian, MBA, CFA, CFP®, AIF® Zoe Network Advisor Learning from a family tradition like no other.

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Carson Wealth

OCTOBER 28, 2022

Though the entrepreneurial spirit is admirable, the traits of a successful entrepreneur aren’t necessarily the same traits that help make an investor successful. . Successfully building a business is far more difficult than becoming a savvy investor. By Wealth Planner Brady Marlow, CFP ® , CAP ® , CPWA ® , CExP .

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Communication Asset Allocation Investing Investments 52

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JANUARY 22, 2024

Receiving a sudden financial windfall can come with many mixed emotions. When handled with care and used wisely, receiving a large sum of money provides a great opportunity to improve your financial situation. Table of contents What is a financial windfall? What is a financial windfall? And use it to benefit your future!

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