Indigo Marketing Agency

Financial Advisor Marketing Services

Main Content

Are you always thinking,
"HOW CAN I GROW MY
ASSETS UNDER
MANAGEMENT?"

This is our expertise.

Pricing and Services See Sample Marketing Calendar

How Would You Like To Grow Your Business?



Marketing Foundations


Branding, Websites, SEO

Explore Foundations Packages

Client Attraction


Content, Outreach, Lead Gen

Explore Client Attraction Packages

Custom Webinars


Story, Slides, Technology

Start Building a Webinar


Our Courses


Explore Courses

Our Books


Peruse Books

Our Top-Rated Webinars


Start Learning
THIS MONTH’S WEBINAR

What We Do & How We Help

Join us for an exclusive webinar on how we help top independent financial advisors get more clients and grow their AUM.

We’ll review the truth about marketing for financial advisors and exactly what’s included in our total marketing package.

Register Now

MARKETING JUMP-START

Our Complete Marketing Package (On Sale $4,750)

Whether you’re starting your own RIA or upgrading your marketing after years of neglect, our complete marketing package includes everything you need to take your marketing from 0 to 60. Our process is designed to deliver a complete, proven marketing strategy with a minimum investment of your time.

Our complete marketing package includes:

  • Logo Design
  • Website Copywriting
  • Custom WordPress Website
  • Search Engine Optimization
  • Custom Marketing Report
  • Social Profile Optimization
  • Social Media Marketing Campaigns
  • Your Custom Marketing Calendar
  • Email Marketing Setup

Other marketing firms charge upwards of $12,000 for similar packages. We’re offering our best value ever and more than 25% off each individual service when purchased together. Get started now on your complete marketing package for just $4,750.

Do you already have a logo or a website? We’ll discount the package to remove those items.

Schedule a Call

Ready to Grow Your Business?

We're here to help you grow your business with "done for you" services, ongoing education, and proven marketing strategies tailored specifically for financial advisors!

Browse our pricing and services, watch our webinars, and schedule your free marketing consultation today.

Schedule a Free Marketing Consultation


 

Weekly Marketing Tips

Are you looking at this
wondering if it’s right
for you?

Check out what people are saying below!

Here's What People Say After Working With Us

  • "Every time we send out an email, we get a few new leads."
    Kevin Brown
    Gateway Financial Advisors
  • "While I can’t point to one blog post or email that caused a new referral or lead, I’ve noticed more awareness of what I do and how I help my clients." 
    Philip A. Board
    1 on 1 Financial
  • "The webinar content Claire presents is by far the best content I've seen on marketing for financial advisors. Highly recommended!"
    Doug Fletcher
    PPC, AIF, RF
  • "We just got a brand-new client who called us; she had been following us on Facebook and reading our posts. She and her husband recently retired and came in for their third appointment to sign papers. That new account paid for our marketing services 10 times over this year."
    Jere Smith
    PointWealth Management

Learn More About What Works

1

Read Frequently Asked Questions

2

Watch Our Free Webinars

3

Schedule a Free Marketing Consultation

Serving advisors from the following broker-dealers: