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What We Do and Why We Do It

Advisory Firm Growth Checklist:

  Great financial planning firm?
  Lots of experience?
  New clients?

We can help.

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The Riches Are in the Niches

I always say the riches are in the niches. If you’re a financial advisor without a target market, you’re missing out on valuable opportunities in your marketing.

Please join me in my newest webinar with special guest expert Bill Cates, the referral coach. Together we’ll discuss how to choose a profitable target market and tailor your message accordingly.

In this content-packed webinar, Bill and I will discuss how to evaluate a target market to see if it’s right for you. Register now to learn:

  • What’s the right target market for you?
  • Is your target market viable?
  • Real-life examples of advisors who are doing well targeting various markets
  • Benefits of targeting a market
  • How to create and execute messaging for your target market
Register Now Schedule a Strategy Call


Case Studies

Real World Marketing Examples

Take a look at the work we're doing and how its impacting the businesses of advisors.

See All Case Studies Here

Featured Case Studies:

BRAND REFRESH

A Comprehensive Marketing Makeover For One Busy Advisor
READ FULL CASE STUDY

CHOOSING A SPECIALTY
Start from scratch, build your specialty and launch your brand.
READ FULL CASE STUDY

ANNOUNCING OUR LATEST BOOK!

The Marketing Guide for Financial Advisors

The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world.

  1. Why digital marketing is so challenging in financial services
  2. How to create a website that converts
  3. Email marketing strategies for financial advisors
  4. Using social media to get in front of your ideal prospects
  5. Search engine optimization to get more traffic to your website
  6. Content strategy to start the conversation
  7. Embracing a specialty to command higher fees
  8. Using webinars to warm up prospects

In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine.

Buy on Amazon Now

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Meet Our Team

We’re an all-star group of experts with vastly different backgrounds, and we think this sets us apart. Some of us are former financial advisors, while others are former teachers, librarians, and CPAs.

Meet Everyone Here

What Advisors Say After Working With Us


“Every time we send out an email, we get a few new leads.”

KEVIN BROWN

"I’ve noticed more awareness of what I do and how I help my clients."

PHILIP A. BOARD

“The webinar content is by far the best content I’ve seen on marketing for financial advisors.”

DOUG FLETCHER

“We just got a brand-new client who called us; she had been following us on Facebook and reading our posts.”

JERE SMITH

“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!”

Ember Martin

Serving advisors from the following broker-dealers:

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