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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 All-Weather Marketing Plan for Financial Advisors

Are you a financial advisor struggling to reach your ideal clients? Do you want to grow your business in both good times and bad? There is a common misconception that bad markets mean it’s a bad time for business—but that couldn’t be further from the truth!

An all-weather marketing plan can help you stay competitive even in tough times, and connect with more of the A+ clients you want to work with.

Join us for our upcoming webinar as Claire Akin, founder of Indigo Marketing Agency, discusses the do’s and dont’s of marketing for financial advisors. You’ll walk away with 3 easy-to-implement tips plus 1 bonus secret that can take your marketing strategy to the next level.

Register now to learn about:

  • How to narrow your niche
  • The importance of a provocative value proposition
  • Building your business around what you love to do
  • Real-life examples of successful marketing messages
  • Which marketing avenues make the biggest difference for reaching your target audience
  • How to stay competitive as an advisor even in tough markets
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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


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

JERE SMITH

“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

“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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