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Advisory Firm Growth Checklist:

blank  Great financial planning firm?
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blank  New clients?

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Free Webinar

How to Create Your 2022 Marketing Plan & Grow Your AUM by 25% This Year

I’m excited to introduce you to our biggest, most requested webinar of the year: How to Create Your 2022 Marketing Plan (& Grow Your AUM by 25%)! Register right now, and you’ll:

1. Learn how advisors really get new A+ clients today.
2. Uncover how your marketing measures up to top advisors.
3. Master the art of finding and embracing your specialization.
4. Get clear on how to create a provocative value proposition.
5. Learn how to get in front of new highly qualified prospects.
6. Discover how to use the new testimonial rule to increase conversions.
7. Create your powerful 2022 marketing calendar!

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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.

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Featured Case Studies:

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BRAND REFRESH

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

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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

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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.

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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

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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

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Serving advisors from the following broker-dealers:

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