Meet Claire Akin

What Is the Best Length of Blog Post for Financial Advisors? (Video)

Join me in this quick video where I uncover the sweet spot for the length of a financial advisor's blog post!https://www.youtube.com/watch?v=BSk1EaOrj6EWe get this question all the time: What is the perfect blog post length—how many words—for a financial advisor? Google used to have in their …

Independent Websites for Independent Financial Advisors

When was the last time you updated your website? Quick question: If you could wave a magic wand and change one thing about your website, what would it be? Maybe you wish you could… Own your site outright (because you’re sick of paying hundreds of dollars per month to “rent” it from a …

Testimonial Program

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 …

We Made Michael Kitces’ List of Marketing Vendors! (Save $50 on His Marketing Summit Now)

The Kitces Marketing Summit is a virtual event happening April 19, 2022—and you’re invited! This highly anticipated event is for advisors, by advisors. And we’re honored to announce that Indigo Marketing Agency is listed as a Prospective Vendor! What does this mean for you? As a friend of …

Should You Outsource Marketing or Hire Internally? (Pros & Cons)

When it comes to marketing your financial advisory firm, you have two main options: outsource it to professionals or hire an internal person. Each option has its own set of pros and cons, and the decision ultimately depends on your budget and what you want to get out of your marketing …

Meet Our Team: Elizabeth’s Story

If you’re one of our current clients, then you’ve probably had the privilege of working with Elizabeth Reider—one of our superstar Account Managers. An incredible asset to our team, Elizabeth spends a great deal of her time working with financial advisors, helping them tell their stories and answer …

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 (Video)

Join me in this quick video where I discuss 8 of the 12 top pages:https://youtu.be/1kQcpgptixADoes your company have top-performing website pages? What makes a good financial advisor website? We’ve worked with thousands of advisors across the country. And after analyzing data for our 30 …

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!

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 …

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

GET YOUR FREE PAPERBACK COPY
OF OUR BEST-SELLING BOOK

Questions About Your
Marketing?