Claire Akin, Author at Indigo Marketing Agency

We’ve Been Featured In The Investments & Wealth Monitor!

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor, a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute. The November/December 2020 issue was all about behavioral science; …

Happy Holidays and My Gift To You This Year! (Video)

Merry Christmas and Happy New Year to all the financial advisors out there! Today, I am wishing you and your family a wonderful holiday. As my gift to you, learn everything there is to know about marketing for financial advisors with The Marketing Guide For Financial Advisors on Amazon now at our …

Happy Thanksgiving & Personal Update! (Video)

Happy Thanksgiving to all of the amazing independent financial advisors out there. Thanks so much for being a part of the Indigo Marketing Agency family. Please enjoy this brief 2020 business and personal update. If you need help sending a video update like this to your clients and network, get in …

Do You Know SEO? Webinar featuring BuddyIns CEO Marc Glickman

Indigo Marketing Agency's marketing expert Claire Akin and BuddyIns CEO Marc Glickman recently joined forces in a new webinar, Do You Know SEO? During this webinar, Claire and Marc share secrets to SEO success. Claire and Marc discuss: How search engine optimization works What content …

What You Need To Know About The Financial Advisor Landscape in 2021

There are more than a few reasons to look forward to 2021. Here at Indigo Marketing, we feel that too. So, we wanted to give you a sneak peek into what the financial advisor landscape may look like next year, starting with what the most current trends are today. What The Statistics Say Right now, …

How To Select Your Niche (For Financial Advisors)

Struggling to figure out the best niche for your firm? You’re not alone. When a financial advisor tells us they need help to select their niche, we recommend they do three things: Watch our workshop webinar on embracing a specialty. Send out a client survey. Create a “Who We Serve” …

4 Things Millennials Need From Their Financial Advisors

Millennials—you either love ’em or you hate ’em. They’re passionate about causes like sustainability and social responsibility, but they’re also upending traditional American institutions like marriage and casual dining. Either way, millennials now make up the majority of the global workforce, …

What Advisors Are Saying About My Latest Book (The Marketing Guide For Financial Advisors)

I released my latest book, The Marketing Guide For Financial Advisors, about a year ago. It’s always nerve-racking to pour your heart and soul into a book because you never truly know what people will think. But I’m happy to report that The Marketing Guide For Financial Advisors has received …

7 Blogging Mistakes Advisors Make (& How To Avoid Them)

Could you be making the following blogging mistakes? Are you interested in creating your own content? I come across financial advisors every day who are eager to write their own websites, articles, newsletters, and more. But having worked in this industry for quite some time, I’ve come to …

5 Expensive Marketing Tactics That Aren’t Worth The Money (& What To Do Instead)

Are These 5 Marketing Services Draining Your Budget Dry? Marketing for financial advisors can be frustrating because no one really tells you what works and what doesn’t. When I talk to advisors who are investing heavily in their marketing and not seeing results, I often find out they’re paying …

What’s Included in The Total Marketing Package (Video)

Our Total Marketing Package is designed to keep you in front of your network and capture the urgency your prospects and clients may be facing. We do that through the following methods: Setting up and optimizing your social media profiles Our top-rated search engine optimization …

How To Send Quick Video Messages With Loom (For Financial Advisors)

Send video messages with Loom for easy communication with clients. How many times has this happened to you? You get an email from a client saying they can’t locate a financial document in their web portal. No biggie. You know exactly where to find it. But as you begin to respond, you realize it’s …

How Much Time (And Energy) Do You Waste On Internet Passwords?

Picture this…you need to send a quick update to your email list. You go to log into your email marketing system, but you can’t remember the password. You try one password. Wrong. You try another password. Still wrong. By this point you’re panicking. You don’t want to lock yourself out of your …

Webinars: The Secret To Increasing Your Conversion Rate

Webinar marketing for financial advisors is the key to unlocking high conversion rates. If you’ve spent any time on my website or reading my blogs, you know I really like webinars. Way back when I was working at one large marketing firm serving advisors, I ran a statistical analysis to see which …

How To Choose A Winning Webinar Topic (For Financial Advisors)

Webinars for financial advisors are a great way to secure high conversion rates. So you’ve decided to create a webinar. Congratulations! Now the tough part—choosing your topic. After doing dozens of webinars myself and creating countless webinars for financial advisors, I’ve come to realize one …

How To Invite Connections To Follow Your LinkedIn Company Page (Video)

You have probably gotten a few emails by now inviting you to follow a company’s LinkedIn page. It is a new feature that LinkedIn released recently. Today we’re going to teach you how to invite people to follow your LinkedIn company page! It’s a quick three-step process that only takes a few minutes …

Why Do Great Advisors Fail To Get New Business?

Are you curious about top advisor marketing results? Well, I just got off a call with a veteran advisor that has been a client of ours for about 3 months. He was blown away that he is currently onboarding 6 new high-net-worth clients. He’s been an advisor for 35 years and always had a successful …

What Should Financial Advisors Blog About?

Financial advisor blogging really isn't complicated, however, many advisors who are just getting started with their marketing know they should be producing content, but they have no idea what to write about. You want to cover the topics and questions your ideal clients are thinking about, but where …

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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