Claire, Author at Indigo Marketing Agency

How To Increase Trust And Authenticity When Working Virtually

We all know that financial advice is a trust-based business. Whether you’re speaking with prospects or discussing recommendations with current clients, trust is critical to your conversations. But how can you build and increase trust working virtually in today's world? Especially during tough …

How To Work With Clients Virtually In A Hurry (Even If You’re Not Tech Savvy)

It's been an incredibly stressful time for most advisors and their clients. You have been putting out fires, worrying about the markets, and having the same conversations over and over with clients. But what comes next? How can you maintain a trusted relationship with your clients at a distance? How …

Is Now A Good Time To Invest In Helping People Find You Online? (Video)

Many advisors today are struggling to connect with new clients in person. Seminars and networking are out, yet investors have an unprecedented urgency to protect their wealth. That makes it the perfect time to invest in helping people find you online through search engine optimization …

Stuck Inside? Save 20% On The Marketing Guide For Financial Advisors! (Buy Now)

My book, The Marketing Guide for Financial Advisors, hit the shelves on November 8, 2019, and I’m excited to share with you a recent review from FANews—the e-newsletter published by Financial Advisor. For a limited time, you can save 20% on your paperback copy of The Marketing Guide For Financial …

How To Communicate With Your Clients About The Bear Market (Free Template)

Last week, I shared this free template to communicate with your clients about the coronavirus and market volatility. But this week, the roller coaster ride continues. In light of today's market chaos, I recommend staying in front of your clients to educate them and address their fears. If …

Top 10 Books For Financial Advisors in 2020

Many of us are on lockdown today across the United States. While we are worried about public health and the economy, there isn't much we can do to help. It's the perfect time to invest in your knowledge and business fundamentals so you come out of this crisis stronger. That’s why I’m excited to …

What Should You Tell Your Clients About The Coronavirus?

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. Investors are understandably nervous about their money and their health. But as a financial advisor, how should you communicate with your clients about the …

The Top 7 Financial Advisor Technology Tools for 2020

The financial advisor technology tools your firm uses can make or break the client experience. A slow website, complicated financial planning software, irrelevant emails—these can all leave a sour taste in your clients’ mouths and leave them searching for someone else. But the right technology …

How To Choose Your Niche & Create A Radically Relevant Marketing Message (Workshop Webinar)

Are you struggling to figure out who you serve best and the type of clients you want to target with your marketing? Do you need help identifying a viable target market and creating a message that resonates with that group? This new webinar is the answer to the question I get all the time from …

How To Choose The Best Niche For You (Book Recommendation)

Before you spend a lot of time and money on your marketing, it’s important to first figure out exactly who you want to reach and the message that will resonate best with those people. Many of the advisors I speak with are stuck, not knowing how to embrace a specialty or focus their marketing …

How Advisor Bryan Lee Partnered With Indigo Marketing Agency To Strengthen His Firm’s Digital Presence (Q&A)

About Bryan Lee, CFP® Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. In addition to being a Certified Financial …

Which Marketing Metrics Should Financial Advisors Track? (Video)

You may be using a tool like Google Analytics to track the traffic to your website. But the problem is that your website only tells part of your overall marketing story. It's important to track a wide overview of your marketing activities and pay attention to them at least on a monthly basis. …

May I Ask You For A Favor? Book Review

Hi, financial advisors. It's Claire Akin with Indigo Marketing Agency, and today I want to ask you for a favor. I hate asking for favors, but it's really important and I need your help. Today, I want to ask you to leave a review on Amazon for my book The Marketing Guide for Financial …

Announcing The Marketing Guide For Financial Advisors!

Released Today: The Marketing Guide for Financial Advisors! I am proud to announce that my new book, The Marketing Guide for Financial Advisors, was officially released today! This book includes everything that I know about marketing including: Why digital marketing is so challenging in …

Why I Created Indigo Marketing Agency (Video)

It's been a long and winding road that led me to create Indigo Marketing Agency. I know how important financial advisors are in the lives of their clients because my dad is a financial advisor. I created this firm because I know advisors like you are busy and they need help with their marketing so …

Podcast: Embracing a Specialized Niche As a Financial Advisor with Landon Loveall of KB Financial Advisors (Listen Now)

Embracing a Niche As a Financial Advisor We know that embracing a specialty is the most critical decision you can make in your marketing. But where should you start developing a niche as a financial advisor? In this episode, we’ll visit with a top-performing specialist advisor, Landon Loveall of KB …

Podcast: Preparing to Sell Your Financial Advisory Firm With Ron Carson (Listen Now)

Preparing to Sell Your Financial Advisory Firm? Ron Carson is one of my heroes and mentors. He’s the founder of Carson Group Holdings, he has grown Carson Group to over $15 billion in assets under advisement, he’s a New York Times bestselling author of Avalanche and The Sustainable Edge. In this …

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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