Meet Claire Akin

How to Communicate With Your Clients About Market Volatility (Free Template)

It's been a wild ride on Wall Street this week! Monday’s market dip almost put the S&P 500 down over 10%. Investors are worried about their portfolios and their purchasing power. But as a financial advisor, how should you communicate with your clients about market volatility? And can you use the …

36 Top Influencers for Financial Advisors in 2022

It’s no secret that the financial landscape is changing rapidly. To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field.Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022.1. Bill CatesIf …

12 Top-Performing Website Pages for Financial Advisors

What makes a good financial advisor website? We’ve worked with thousands of advisors across the country. And after analyzing data for our 30 top-performing websites, we discovered each advisor had 12 web pages in common. Today, we’ll go over each of those web pages, why they’re so important for …

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

Drumroll, please…. 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 HereAfter working with thousands of independent financial advisors, we’ve really cracked the code on what works to help …

Announcing Our New Testimonial Program for Financial Advisors!

The new testimonial rule has officially gone into effect as of May 4, 2021! This completely revolutionizes the way financial advisors can market their services. But as an advisor, how do you effectively use the new testimonial rule in your marketing without running into compliance issues? That’s …

How to Make a Good First Impression With New LinkedIn Connections (Video)

If you’re like most financial advisors, you want to make the best impression possible on LinkedIn. And this may have you wondering: What should I do when I get a new LinkedIn connection? What protocol is there for following up and staying engaged? Well, that’s exactly what we’ll talk about today. As …

Happy Holidays From Indigo Marketing – 2021

Happy Holidays from Indigo Marketing Agency! We wanted to take a moment to say thank you to a few people: our hardworking Indigo team, incredibly supportive family members, and you—thank you for being part of our network! Please watch the video below to hear a bit more from our CEO, Claire, …

How Testimonials Can Drive More Traffic to Your Site (Video)

If you're looking for a way to increase traffic to your website, have you considered using testimonials? Good news: The new testimonial rule for financial advisors has officially gone into effect as of May 4, 2021! We’ve already begun gathering testimonials for a few of our clients and the results …

The 10 Top-Performing Financial Advisor Blog Posts of 2021

If you’re a financial advisor, you’ve likely had these questions go through your mind at some point in your career, “How do I position myself as an expert in the field?” and “How do I stay top-of-mind so I’m the first call when someone realizes they need a financial professional?” The answer to both …

A Real-Life Example of a GREAT Financial Advisor Blog Post

Many times advisors ask me, “What should I blog about?” or “What should I talk about in my marketing?” So, today I want to share an example of a great financial advisor blog post that was both really successful and really memorable. Plus, I’ll show you how you can replicate its success for your own …

Who Is Our Ideal Client? 4 Traits We Look for in a Financial Advisor (Video)

At Indigo Marketing Agency, we got together as a team, identified our favorite financial advisor clients, and picked apart some of the characteristics they share. Whether you’re a new client of ours or are thinking about partnering with us, you may be wondering if you’re a good fit for our …

My Top 10 Marketing Tips for Financial Advisors of 2021

This has been our best year yet at Indigo Marketing Agency, with more marketing tips for financial advisors than ever before. Take a moment to review our top 10 blog posts of 2021! 10. How to Create a Provocative Value Proposition (Webinar) Your value proposition is THE keystone of your …

I Was Featured on Marie Swift’s Podcast! Check it Out Here.

I recently had the pleasure of being a guest on Swift Chats—a video podcast series about best practices in the financial services industry, hosted by Marie Swift of Impact Communications. For those of you who don’t know, Marie and I both run digital marketing firms for financial advisors. And …

How We Help Financial Advisors Build a Strong Marketing Foundation (Video)

https://www.youtube.com/watch?v=0HCC_US5KNMHow much money have you wasted on marketing tactics that promised good results and never delivered? Whenever I talk to financial advisors who are frustrated with their marketing, almost all of them have one thing in common: they don’t have a strong …

5 Blog Post Topics Every Financial Advisor Should Have on Their Site

If you’re a financial advisor, you probably know that creating consistent content is key to increasing your online presence and generating referrals. But when it comes to your blog, what should you write about? Every time I meet an advisor who hasn’t done much marketing in the past, one of the first …

How Financial Advisors Can Use Videos in Their Marketing

If you know me, you know I love creating videos. It’s one of the easiest, most efficient ways to reach your audience. It requires no editing, no proofreading, and no time spent at the keyboard trying to figure out what to write. Videos also perform really well. For the advisors we work with, we know …

How Guest Expert Articles Can Help You Get More Clients

Did you know guest expert articles are one of the best ways to get out in front of prospects and gain more clients as a financial advisor? This is a strategy that we deploy for several of our advisor clients—and it’s one of my personal favorites. Watch this three-minute video as I explain how guest …

How the Best Financial Advisors Differentiate Themselves (Video)

If you feel like you’re in a crowded space as a financial advisor, it’s because you are. There are over 300,000 advisors in this country (including seven in my office building alone). The financial services industry is getting more and more competitive every single year. Now more than ever, you …

Claire Akin

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

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