
Custom Marketing Strategies for Financial Advisors
By People Who Know the Industry
We help financial advisors attract their ideal clients with custom content solutions. At Indigo Marketing Agency, we help financial advisors create highly personal digital marketing with done-for-you custom content. The best part? We’re strategic, hands-on, and compliance-friendly.


featured in







Services / How We Help
Financial Advisor Marketing
As an independent financial advisor, bland or recycled content that doesn’t connect with your clients is your worst marketing enemy. You need custom financial advisor marketing solutions instead. At Indigo Marketing Agency, we wholeheartedly recognize the impact financial advisors have in helping their clients lead more fulfilling lives, and we believe strong marketing is the first step in a strong client—advisor relationship. We’re here to help you tell your story and attract the right clients by taking marketing strategy and content creation off your plate.

Marketing

Strategy
You don’t want to attract just any clients—you want to attract the A+ clients you love to work with. Our proven strategy will help you identify those clients and create a provocative value proposition to keep them front and center in all your marketing materials.

Content Management
Skip the stuffy, boring, generic content. Our custom content management service positions your firm as the trusted, go—to resource for both new and existing clients.
What Sets Us Apart
Personalized Solutions for Financial Advisors
Case Study
What Could You Accomplish With Results Like These?
How To Grow Your AUM By 25% This Year
Register now to discover how to:
- Build Trust & Remove Fee Resistance
- Rank on the 1st Page in Search Engines
- Strengthen Relationships & Nurture Leads
- Develop a Consistent Stream of Referrals
- Hone in on Your Target Market
- Fine-Tune Your Website
Testimonials
What Advisors Say After Working With Us
It’s truly a strategic partnership.
“It’s truly a strategic partnership… [The content and strategy are] uniquely tailored to our mission, our vision, our purpose.”Solutions, LLC
We don’t have to worry about anything.
“We don’t have to worry about anything… There’s a real understanding of who we are as a firm and the kind of stuff that we want to put out. We can trust the process, which is really nice.”Indigo helps us focus on financial planning for our clients.
We needed somebody to help guide us and be our coach. Indigo Marketing Agency helps us focus on financial planning for our clients. We love working with [Indigo].I’m able to focus on my clients.
It’s a huge time saver for me. I really feel like I’m able to focus on my clients, focus on doing the day-to-day stuff… I’m getting more hits to my website and people are staying longer… the trends really do look good.I would not hesitate to recommend Indigo to another advisor.
I would not hesitate to recommend Indigo Marketing Agency to another financial advisor. They are super easy to work with. They’ve been great partners in terms of helping us create a schedule for what we want to say and when we want to say it. I highly recommend their services.Indigo truly specializes in serving advisors.
Indigo Marketing Agency truly specializes in serving financial advisors. They know the language, [and] they know how to talk to my clients… I would definitely recommend Indigo to other advisors looking for someone who specializes in serving financial advisors, who’s going to do a great job handling your marketing, and who’s very flexible.Indigo has helped me establish my presence not only digitally, but locally.
I started working with Indigo Marketing Agency to really help me have a voice and to be more competitive…Indigo has helped me establish my presence not only digitally, but locally. Every year, it seems like we get better together.Indigo freed up my time and energy to focus on providing service to my clients.
“I originally hired Indigo Marketing Agency because I needed a turn-key marketing program that would help me build my digital presence. And that’s exactly what Indigo does. They take care of all my social media and digital marketing, which, in turn, frees up my time and energy to focus on providing personal service to my clients.”Indigo has taken all the heavy lifting off of our plate.
“Working with Indigo is probably the best thing we’ve done for our marketing in 2 to 3 years. Their package is certainly the best value for our dollar of any marketing strategy we’ve tried. The Indigo team has taken all the heavy lifting off our plant. We are thrilled with their work!”Indigo has given me my time back.
“Minutes add up to hours and hours add up to days. Indigo has given me my time back by shifting marketing onto their plate. It helps me free up my time for what I want to do.”The new client paid for our marketing services 10 times over.
“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.”Indigo Marketing is ahead of me in how they can apply my skillsets to a Marketing Plan
The entire team at Indigo Marketing is amazing. I am typically pretty far ahead of the curve in my field of expertise, but I have found that Indigo Marketing is ahead of me in how they can apply my skillsets to a Marketing Plan. I highly recommend Indigo Marketing!!!Indigo has totally improved my marketing appearance towards clients and prospects
Indigo has totally improved my marketing appearance towards clients and prospects. They are a super easy company to work with and have delivered on everything they have promised me.Indigo Marketing has elevated our marketing efforts significantly
Indigo Marketing has elevated our marketing efforts significantly by helping us with SEO and creating a systematic approach to disseminating helpful content to clients and prospects. We have enjoyed a great partnership with this friendly and helpful team.Indigo has been an invaluable marketing tool for our firm
Indigo has been an invaluable marketing tool for our firm. Having them on our team saves us time and money. There are not enough hours in the day for me to do my job AND handle marketing as well. We count on them to provide content that resonates with clients and prospects and they always make us look good!Indigo is extremely knowledgeable, professional, and well-organized
Claire is a great partner to have. She is extremely knowledgeable, professional, and well-organized. We worked with Claire for a webinar she hosted and we are incredibly impressed with the focus and quality of the output she put together.They've taken our marketing and social media exposure to the next level
We hired Indigo at the end of 2020 to help with all of our firm's marketing needs. As a smaller RIA firm, we needed a company that would act as our "external marketing department." They've taken our marketing and social media exposure to the next level. We've already received a client referral from Facebook thanks to Indigo.Claire and her team are experts at helping independent financial advisors
Claire and her team are experts at helping independent financial advisors implement a compelling and effective marketing program for their practices. I highly recommend them.Indigo delivered on all promises and produced first class content
Wanted to give a shout out to the great folks at Indigo. They delivered on all promises and produced first class content, customized for my firm. Easy to work with and highly professional. Highest recommendation!
Schedule Your Free Marketing Strategy Call Today