Claire, Author at Indigo Marketing Agency

Which Trends Are Advisors Seeing In Their Business For 2020?

What are the trends in business for 2020? Well, the financial services industry has experienced a lot of change these past six months. There’s no denying it. The real question is, what trends have emerged from these economic and social changes? And how can advisors use them to their advantage? At …

The Results Are In: What Are Our Clients Saying About Indigo Marketing?

At Indigo Marketing Agency, we’re always looking for ways to better serve financial advisors. One way we do this is through an annual client survey. On May 31, we sent out an email to our current clients asking them to fill out a 5-minute survey online. All the questions were open-ended to …

How Financial Advisors Can Use YouTube To Grow Their Business in 2020

When I think about the future of marketing for financial advisors, I'm excited about two things: webinars and YouTube. Webinars are an incredible solution to get in front of your ideal prospects 24/7 online with an up-front investment of 4 to 8 hours of your time. YouTube for financial advisors is …

Recommended New Webinar: Your Riches Are In Niches (Instant Replay)

Bill Cates, The Referral Coach, is one of my mentors and a true expert in our industry. His recent book Radical Relevance is a fantastic read I recommend to all advisors. He and I are huge proponents of embracing niches for financial advisors to help their marketing cut through the noise. You can …

How To Add A Calendly Floating Button To Your Website (So Prospects Can Schedule A Call From Any Page On Your Site!)

Now that you have Calendly set up (if not, read our previous post on setting it up here), it’s time to add it to your website. We recommend adding it as a floating Schedule A Call button that remains in the bottom right corner of your website at all times. Here’s an example of what we …

How To Set Up Calendly So Prospects Can Schedule A Call Online 24/7

While you're working from home, set up Calendly to allow your prospects to schedule an online call with you at any time. This easy step will supercharge your marketing. An appointment scheduler allows prospects to schedule a call with you at any time. Instead of having to go back and forth with …

How To Create A Professional Email Signature (Using HubSpot’s Free Generator)

While you're working from home, create a professional email signature as an easy step to supercharge your marketing. Want to create an eye-catching email signature for free? HubSpot’s simple online tool lets you generate a professional email signature that’s brand cohesive and includes all your …

How To Upload Your Contact Lists To LinkedIn & Grow Your Network In Seconds

While you're working from home, upload your contact lists to LinkedIn as an easy step to supercharge your marketing. If you’re looking for an effective way to increase your online following, it doesn’t get any easier than LinkedIn. All you need is an exported contact list from your CRM, email …

How To Grow Your Email List (Exporting Your Contacts & Importing To Mailchimp)

While you're working from home, take this easy step to supercharge your marketing. Financial advisors across the country are now working from home due to the coronavirus pandemic. Even if you can’t meet with prospects face-to-face, there are steps you can take to beef up your online presence and …

How To Set Up A YouTube Channel For Your Advisory Firm

At Indigo, we’re constantly searching for innovative ways to improve financial advisor digital marketing. Over the past few years, we’ve seen a surge in advisors wanting to use a YouTube channel to advertise their services—so much so that we’ve decided to offer YouTube channel setup and optimization …

Staying Home? Take These 5 Easy Steps To Supercharge Your Marketing (Video)

Do you need to improve your marketing as a financial advisor? Financial advisors across the country are now working from home due to the coronavirus pandemic. Even if you can’t meet with prospects face-to-face, there are steps you can take to improve your marketing—beef up your online presence …

How To Grow Your Retirement Business In The 2020 Economic Crisis (Webinar)

How To Grow Your Retirement Plan Business In The 2020 Economic CrisisIf you're like most advisors, you're likely starting to come up for air after the shock of the coronavirus pandemic. Now that you've contacted your clients, rebalanced accounts, and communicated your plans, it's time to think about …

Calamos: Marketing In A Crisis For Financial Advisors (Webinar)

The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. But thanks to coronavirus and the recent market decline, there is more urgency today than ever! The question is, how do you best take advantage …

Our Team’s Top Tips For Working From Home

12 Indigo team members offer their best tips for working from home—even with young kids. At Indigo Marketing Agency, our team has been fully remote for over five years now, so we've compiled a list of our top tips for working from home. We’re mostly made up of work-from-home moms with young kids …

Marketing In A Crisis For Financial Advisors (Webinar)

Marketing In A Crisis For Financial Advisors(Free Webinar) The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. But thanks to coronavirus and the recent market decline, there is more urgency today …

The #1 Most Important Marketing Strategy for Financial Advisors

Some things never change. In marketing, we hear a lot about social media, YouTube, Instagram, and Facebook ads. Marketing companies may try to sell you on fancy marketing funnels or new secrets. But really, how do we know what's the most important marketing strategy for financial advisors? The …

How Top Advisors Outsource Content Creation To Win More New Clients

Indigo Marketing Agency was recently mentioned in the April 2020 edition of Bob Veres’ Inside Information, a monthly editorial published exclusively for leading financial professionals. This month’s issue is all about Marketing for Hire: A remarkable number of marketing resources are now available …

How To Record Your Own Videos (For Financial Advisors)

Since the coronavirus hit, it’s been tough to meaningfully connect with your network virtually. I have been getting a lot of questions from financial advisors asking how to record your own videos so they can communicate with clients and share important information. So today I want to walk …

Claire

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

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