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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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Helping Your Clients Create a True Legacy

The Legacy Letter Challenge with Guest Blake Brewer

After working with thousands of independent financial advisors, we know how invested you get in your clients’ lives and families. Your relationship moves from transactional to a deeper dialogue about what your clients truly care about: family.

Today’s guest is Blake Brewer, creator of the Legacy Letter Challenge. His mission is to reach over 1 million parents to leave a well-written, meaningful, lasting Legacy Letter to their children. We knew we had to introduce Blake to the Indigo network because of the incredible value he can bring to firms with his passion and his mission.

Register for this special webinar now to:

  • Hear Blake’s moving story about how his father’s legacy letter impacted the rest of his life.
  • Learn the value of a letter to your children that shares your values and virtues along with words that will affirm and communicate your love and leave a lasting impact.
  • Stand out from other advisors by offering this meaningful service that prioritizes relationships over transactions.
  • Find out how to share Blake’s program with your clients and partner with them as they create their Legacy Letter.
  • Get started on your Legacy Letter today!
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.

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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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