Meet Claire Akin

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

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 need …

Best Practices for Using Testimonials in Your Marketing

If you’re like most advisors, you probably have a few concerns about the new testimonial rule. Your gut may be telling you to play it safe and wait to see how it goes for other advisors first. But here’s the truth: there’s a HUGE advantage to getting out there before the crowd and having …

Why Do People Hire a Financial Advisor?

Why do people really hire a financial advisor? As a financial professional, I’m sure this question has crossed your mind at least a dozen times. But in order to answer it, you have to look at why people buy any type of product or service.I once heard it said, “People buy aspirin. They don’t buy …

8 Traits Clients Look for in a Good Financial Advisor

Do you know why your clients like working with you over other advisors? Do you know what traits clients look for? Contrary to popular belief, it likely has very little to do with your investment performance or fees. We did some research here at Indigo Marketing Agency. We sat down with our advisors’ …

9 Top-Performing Webinar Topic Ideas (For Financial Advisors)

Did you know the topic you choose for your webinar is the most important factor determining its success? Do you need webinar topic ideas?First of all, congratulations! You’ve decided that a webinar is just what you need to warm up prospects and convert them into clients. But now the big question …

Meet Our Team: Heidi’s Story

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

What Is Your “Tee Box” Branding Statement?

Do you have a “tee box” branding statement? Ya know, that one-sentence answer you give when you’re about to tee off at the golf course and someone asks, So, what do you do? So many advisors don’t have an answer to this question—and they stumble over their words when trying to articulate who they are …

What Makes Us Different From FMG Suite? (Video)

FMG Suite is arguably the largest financial advisor marketing platform out there. It’s no surprise that when people find Indigo Marketing Agency, their first question is: What makes us different from FMG Suite? Believe it or not, I used to work at FMG Suite before I started Indigo Marketing Agency. …

Best Books For Financial Advisors

Explore the 12 Best Books for Financial Advisors I’ve read hundreds of books for financial advisors over the years. Some of them were okay and others completely revolutionized the way I do business. As a financial advisor, I know you’re busy. You don’t have time to waste on “yet another book” …

Why You Should Publish Your Advisory Fees on Your Website (Video)

Today I want to talk to you about a subject I’m passionate about—putting your pricing and services front and center on your website. There are so many advisors who are hesitant to do this (and most don’t have their fees listed on their sites at all.) Watch this short video to learn three reasons …

How Often Should You Email Your Network?

Many financial advisors who are just getting started with their digital marketing often ask, “How often should I email my network?” Like most things in life, there’s no definitive answer. A recent Morningstar study shows that 36.6% of clients prefer monthly emails, while 30% prefer weekly …

I Was A Guest Host On ProudMouth’s Top Advisor Marketing Podcast!

I was recently invited to be a guest host on ProudMouth’s Top Advisor Marketing Podcast. We spent time talking about: Underused marketing tactics that are absolute gold for advisors Leading and lagging indicators of marketing success Two marketing tactics that give you the most bang for …

Who Are You Called to Serve? (Video)

Who are you called to serve? The answer to this question should be at the very heart of your marketing message. When I went to business school and studied marketing, the biggest takeaway I learned was that those who are intimately aware of their clients’ needs are the ones who become the best …

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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