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Claire

How to Get New Clients During a Market Decline

Never let a good crisis go to waste - or in this case, a dip in the stock market. Market volatility is a powerful marketing opportunity for two reasons. First, your campaign about volatility is likely to get twice as many views and shares as your other campaigns, as we can see in this example from …

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This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

How to Set Up and Optimize Your Twitter Profile

While Facebook and LinkedIn might be the first social media platforms to come to mind for financial advisors, Twitter is also a valuable resource to take your business presence to the next level. As part of our Referral Marketing Package, we create and optimize all of your social media profiles for …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

How to Create and Optimize Your Facebook Business Page

It’s no secret that Facebook is where people spend their time. You may have a personal Facebook page, but do you have a Facebook Business Page for your firm? For each of our clients, we spend a lot of time creating and polishing their social media profiles. Today, I want to share our handy …

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This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

The 5 Top-Performing Financial Advisor Blog Posts of 2018

If you’re an advisor who hasn’t done much marketing before, you may wonder how top financial advisor blog posts  increase online presence and get more referrals. It’s all about positioning yourself as an expert and staying top-of-mind. At Indigo Marketing Agency, we work with top advisors to use …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

Check Out Our Sample Marketing Calendar for Financial Advisors

Do you have a marketing calendar? If you're like most financial advisors, you probably don't have a marketing plan in place and haven't created a dedicated marketing calendar for your firm. We can help you with this. Take a look at our sample marketing calendar for financial advisors. Our …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

Announcing the Littlest Indigo Marketer! (Video)

We have big news! My husband Josh and I are thrilled to welcome the newest member of our family, April. She was born one month early on October 1st at exactly five pounds. She's doing great and big sister Molly learned the word "baby" just in the nick of time! Watch this short video now. …

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This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

The 8 Technologies You’ll Need to Create Your First Webinar

After last week’s blog post, 8 Reasons Webinar Marketing Is So Promising for Financial Advisors, I got several questions from advisors about the best technologies for creating webinars. I’ll be honest, DIYing your own webinar is a lot of work. But if you’re fairly tech-savvy and ready to put in 8-12 …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

Has Your LinkedIn Account Been Restricted?

If you’re a financial advisor with a LinkedIn profile, chances are you recently received an alert that your LinkedIn account has been restricted. LinkedIn has been working hard to secure their system from hackers, political accounts, and fake accounts. Almost all of the advisors I know have had …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

DON’T MISS OUT ON OUR WEEKLY MARKETING TIPS

We send out free marketing tips every week designed to help financial advisors grow their business. Sign up here! …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

11 Tricks to Get Your Blog Posts to Show Up In Google Searches

The idea for this post came to me from John Stanton of Seacrest Wealth Management. He wanted to know if there’s a way to write blog posts so they will show up for a given keyword search in Google. John provides annuity reviews in his practice, so he would like to rank for searches like “Should I …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

8 Reasons Webinar Marketing Is So Promising for Financial Advisors

What if every visitor to your website spent 30 minutes with you to understand your background, what makes your firm different, and how you can help them? How would that impact your lead conversion rate? This is where webinar marketing lends a hand.  Most of the advisors I work with have …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

How to Setup and Optimize Your LinkedIn Company Page (for Financial Advisors)

You may have a LinkedIn profile, but do you also have a LinkedIn Company Page for your business? We create and optimize the LinkedIn Company Page for financial advisors to round out their social media presence and improve their exposure online. Today, I want to share our helpful checklist for …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

Adapt Your Marketing to Build a Legacy Financial Advisory Firm

As baby boomer clients enter into retirement and begin drawing down assets, advisors are forced to look towards the future. Building a legacy Financial Advisory firm that can retain (and increase) its value for the next generation means appealing to the children of current clients and attracting …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

What Could SEO Do For Your Website? See This Advisor’s Before and After Case Study

SEO for financial advisors, or search engine optimization, is important because it helps get your website organic traffic every single month without paying per click. Top advisory firms that spend thousands on Facebook and Google ads pay from $1 and $5 per click to their site. With proper SEO, you …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

What Is the Benefit of Joining Investopedia’s Advisor Insights?

I received terrific feedback on my blog post about the benefits of joining NAPFA, including a few advisors who decided to sign up and have already started receiving leads. Some advisors asked if there are other helpful platforms they can leverage to boost their marketing efforts. Another option I …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

How to Market a Boring Product

Is financial planning boring? I don’t think so, you probably don’t think so, but it is almost certain that a large number of our clients and prospects think so. The perception that our industry is boring is actually a gift. If it were fascinating and easy to understand, clients wouldn’t be so …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

LinkedIn Quick Tip: How to Add Bullet Points to Your Summary

For more LinkedIn Quick Tips, check out The LinkedIn Guide for Financial Advisors, available on Amazon now! Your LinkedIn Summary section determines how often you will come up in keyword searches and introduces people to your firm in 2,000 characters or less. But lengthy summaries can be …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

How To Make The Most Of Your Referral Marketing Package

Our most popular marketing packages is our Referral Marketing Package. It includes custom content, written specifically for you and posted to your website each month. We share the content by email to your network and across Facebook, LinkedIn, and Twitter. What’s more, we include automated LinkedIn …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now