Indigo Marketing Agency

OCTOBER 10, 2023

Most financial advisors already know the importance of using valuable content to reach more clients. Why Choose Custom Over Canned Content Highly Relevant. When it comes to relationships, trust is everything—especially as a financial advisor. Considering custom content but wondering if it’s worth it?

Compliance 59

Compliance Financial Advisor Clients Financial Advice 59

Indigo Marketing Agency

JANUARY 17, 2024

If you’re anything like the financial advisors we work with, you’ve helped hundreds of clients successfully exit their businesses—and now it’s your turn. You’re not alone: a recent Investment Planning Counsel study found that only 11% of financial advisors had a formal plan in place even though they were nearing retirement.

Financial Advisor 52

Financial Advisor Planning Retirement Clients 52

Indigo Marketing Agency

JULY 23, 2021

Do you know why your clients like working with you over other advisors? We did some research here at Indigo Marketing Agency. We sat down with our advisors’ clients and asked them why they love working with that particular advisor. The post What Do Clients Really Look for When Choosing an Advisor?

Clients 52

Clients Financial Advisor Marketing Marketing 52

Indigo Marketing Agency

FEBRUARY 22, 2021

There are tons of advisors out there who still send their clients market commentaries each week like clockwork. (I At Indigo Marketing Agency, we specialize in creating custom content for independent financial advisors that speaks directly to their clients’ needs and positions them as a go-to expert in their field.

Marketing 52

Marketing Marketing Financial Advisor Clients 52

Indigo Marketing Agency

MAY 12, 2023

Built for financial advisors by people who know the industry, Indigo Marketing Agency is your go-to resource for all things digital marketing. We know that choosing a marketing team can be daunting, which is why we’re taking the guesswork out of the process. So why wait any longer?

Clients 52

Clients Media Accounting Financial Advisor 52

Indigo Marketing Agency

NOVEMBER 3, 2021

This has been our best year yet at Indigo Marketing Agency, with more marketing tips for financial advisors than ever before. It tells prospects how you’re different, why they should choose you over other advisors, and how their lives will be transformed by working with you. So, why are webinars so powerful?

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

FEBRUARY 12, 2020

This new webinar is the answer to the question I get all the time from advisors, which is: How do I figure out the best niche for my firm? Bill’s top-rated new book, Radical Relevance, is the definitive resource on how financial advisors can choose the best niche for them and sharpen their marketing message to cut through the noise.

Marketing 52

Marketing Marketing Clients Financial Advisor 52

Indigo Marketing Agency

MARCH 3, 2023

Are you a financial advisor looking to take your client communication to the next level? By introducing yourself, educating clients, setting expectations, increasing engagement, and saving time, a welcome email series can help financial advisors stand out and build long-lasting relationships with their clients.

Financial Advisor 52

Financial Advisor Clients Communication Media 52

Indigo Marketing Agency

JANUARY 4, 2022

What makes a good financial advisor website? We’ve worked with thousands of advisors across the country. And after analyzing data for our 30 top-performing websites, we discovered each advisor had 12 web pages in common. Fee-Only Web Page Financial advisors know a lot of jargon.

Financial Advisor 59

Financial Advisor Fee Only Financial Planning Clients 59

Indigo Marketing Agency

FEBRUARY 10, 2020

Many of the advisors I speak with are stuck, not knowing how to embrace a specialty or focus their marketing message. The post How To Choose The Best Niche For You (Book Recommendation) appeared first on Indigo Marketing Agency. Luckily, there’s a fantastic new book that can help.

Financial Services 52

Financial Services Clients Marketing Marketing 52

Indigo Marketing Agency

JUNE 16, 2021

Did you know the topic you choose for your webinar is the most important factor determining its success? But now the big question is: Which webinar topic do you choose? The topic and title you choose for your webinar are two of the most important factors that will determine how well it performs. Do you need webinar topic ideas?

Financial Advisor 52

Financial Advisor Compliance Communication Retirement 52

Indigo Marketing Agency

AUGUST 11, 2020

Webinars for financial advisors are a great way to secure high conversion rates. Now the tough part—choosing your topic. After doing dozens of webinars myself and creating countless webinars for financial advisors, I’ve come to realize one thing. So, which webinar topic should you choose? Congratulations! It’s a win-win.

Financial Advisor 52

Financial Advisor Clients Planning Retirement Planning 52

Indigo Marketing Agency

JANUARY 16, 2020

Why I Love Marketing for Financial Advisors: I love marketing and I love working with financial advisors. When I started Indigo Marketing Agency in 2015, my goal was to make marketing for financial advisors easy and fun. If you’re like most advisors, you have no idea because you can’t see your website traffic.

Financial Advisor 40

Financial Advisor Marketing Marketing Financial Services 40

Indigo Marketing Agency

MAY 4, 2022

This completely revolutionizes the way financial advisors can market their services. But as an advisor, how do you effectively use the new testimonial rule in your marketing without running into compliance issues? This program is especially powerful for any advisor looking to strengthen their reputation and trustworthiness online.

Compliance 52

Compliance Clients Financial Advisor Accounting 52

Indigo Marketing Agency

MAY 30, 2023

Make it Personal Your network wants to understand why you do what you do. I recommend starting your personal posts with “Why I Became a Financial Advisor.” Here’s one advisor using an online appointment scheduler. The post Download Your Free 2023 Marketing Calendar appeared first on Indigo Marketing Agency.

Marketing 52

Marketing Marketing Clients Financial Advisor 52

Indigo Marketing Agency

DECEMBER 30, 2021

This completely revolutionizes the way financial advisors can market their services. But as an advisor, how do you effectively use the new testimonial rule in your marketing without running into compliance issues? This program is especially powerful for any advisor looking to strengthen their reputation and trustworthiness online.

Financial Advisor 52

Financial Advisor Compliance Clients Accounting 52

Indigo Marketing Agency

AUGUST 11, 2020

Webinar marketing for financial advisors is the key to unlocking high conversion rates. Way back when I was working at one large marketing firm serving advisors, I ran a statistical analysis to see which efforts correlated most with new sales revenue. Get more free traffic through advisors searching for marketing help on Google.

Financial Advisor 52

Financial Advisor Clients Sales Risk Analysis 52

Indigo Marketing Agency

JULY 1, 2020

And how can advisors use them to their advantage? 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. The key to choosing a niche without alienating anyone is to opt for a specific niche and a broader niche. There’s no denying it.

Financial Planning 52

Financial Planning Clients Planning Financial Services 52

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. Steve Sanduski. Ron Carson. Samantha Russell.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Indigo Marketing Agency

JUNE 3, 2020

At Indigo, we’re constantly searching for innovative ways to improve financial advisor digital marketing. At the same time, we understand that some tech-savvy advisors would rather set up a YouTube channel for their firm themselves. Examples Of Financial Advisor YouTube Channels. Good Example 1: Indigo Marketing Agency.

Financial Advisor 52

Financial Advisor Media Compliance Wealth Management 52

Indigo Marketing Agency

APRIL 15, 2020

I have been getting a lot of questions from financial advisors asking how to record your own videos so they can communicate with clients and share important information. Meet Claire Akin – Indigo Marketing Agency. Why Financial Advisors Choose Indigo Marketing Agency. Let me know if you’re interested.

Financial Advisor 52

Financial Advisor Clients Budgeting Communication 52

Indigo Marketing Agency

FEBRUARY 12, 2020

The financial advisor technology tools your firm uses can make or break the client experience. Here are 7 financial advisor technology tools you should be using in 2020. There are a handful of popular website options for financial advisors, so it all boils down to your personal preference. Interested in learning more?

Financial Advisor 52

Financial Advisor Financial Planning Clients Planning 52

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. . Websites for Financial Advisors.

Financial Advisor 52

Financial Advisor Compliance Marketing Marketing 52

Indigo Marketing Agency

OCTOBER 6, 2020

Either way, millennials now make up the majority of the global workforce, and as they rise to the top, they’ll be looking for financial advisors to help them manage their growing wealth. . But besides these good qualities, there are three main reasons why financial advisors might want to start setting their sights on millennials.

Financial Advisor 52

Financial Advisor Retirement Planning Education Financial Planning 52

Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. That’s why I’m excited to share the top books for financial advisors in 2020. That’s why I’m excited to share the top books for financial advisors in 2020. Top Books for Financial Advisors in 2020. Best for: Advisors looking for work-life balance.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

APRIL 26, 2021

Explore the 12 Best Books for Financial Advisors. I’ve read hundreds of books for financial advisors over the years. As a financial advisor, I know you’re busy. To help you out, I’ve gathered a list of the top books for financial advisors. To help you out, I’ve gathered a list of the top books for financial advisors.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

Indigo Marketing Agency

MAY 5, 2020

If you’re like most advisors, you’re likely starting to come up for air after the shock of the coronavirus pandemic. – How can advisors grow their retirement business in the current crisis? She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Indigo Marketing Agency

MAY 14, 2020

Do you need to improve your marketing as a financial advisor? Financial advisors across the country are now working from home due to the coronavirus pandemic. I’m going to share with you five simple things you should do today to improve your digital appearance as a financial advisor. Then choose your email signature template.

Marketing 52

Marketing Marketing Financial Advisor Accounting 52

Indigo Marketing Agency

APRIL 3, 2024

You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. Do you choose: Newspaper ad Radio spot Billboard Phonebook ad (Remember…there IS a right answer!) A smart financial advisor would invest in the phonebook ad every time.

Financial Services 52

Financial Services Financial Advisor Advertising Engineering 52

Indigo Marketing Agency

JULY 23, 2020

Financial advisor blogging really isn’t complicated, however, many advisors who are just getting started with their marketing know they should be producing content, but they have no idea what to write about. Today we’re going to answer the age-old question “Why should advisors have a blog?”

Financial Advisor 52

Financial Advisor Clients Education Financial Planning 52

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? But now LinkedIn Campaign Manager has finally released a new A/B testing update that will allow financial advisors to ditch the manual workarounds they used before and automatically test the reach and efficacy of their ads.

Advertising 52

Advertising Budgeting Financial Advisor Management 52

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: . We’ve had dozens of advisors follow these three foolproof steps. Watch This Webinar on Choosing a Radically Relevant Niche . We recently had an advisor who had no clue what his niche should be. You’re not alone.

Financial Advisor 52

Financial Advisor Financial Planning Clients Retirement 52

Indigo Marketing Agency

JUNE 23, 2023

When I think about the future of marketing for financial advisors, I’m excited about two things: webinars and YouTube. YouTube for financial advisors is an up-and-coming way to get exposure to millions of people searching for the exact answers you’re offering. Next, there is relatively low competition from other advisors.

Financial Advisor 52

Financial Advisor Clients Compliance Marketing 52

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. Many financial advisors or financial planners want to rank nationally on page 1 in the top spot of Google’s search result pages, which is a great goal.

Financial Planner 52

Financial Planner Financial Advisor Marketing Marketing 52

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. Many financial advisors or financial planners want to rank nationally on page 1 in the top spot of Google’s search result pages, which is a great goal.

Financial Planner 52

Financial Planner Financial Advisor Marketing Marketing 52

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? If you answered yes (and why wouldn’t you?), Continue reading for expert advice tailored to the specific needs of financial advisors just like you. the strategic use of opt-in pages is essential!

Financial Advisor 52

Financial Advisor Engineering Advertising Compliance 52

Indigo Marketing Agency

JUNE 22, 2020

His recent book Radical Relevance is a fantastic read I recommend to all advisors. He and I are huge proponents of embracing niches for financial advisors to help their marketing cut through the noise. Here are some of my favorite of Bill’s key points about getting rich in niches for financial advisors.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52