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 …

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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 …

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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 …

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12 Best Books for Financial Advisors [Ebook on Digital Marketing Services] 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 …

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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 …

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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 …

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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 …

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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 …

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There are tons of advisors out there who still send their clients market commentaries each week like clockwork. (I know because I’m on several of these email lists and see the same commentaries sent out dozens of times.) Today, I want to challenge the assumption that market commentaries are a …

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Do you ever wonder how do you compare to other financial advisors? Watch this short video to find out: How much AUM the average advisor manages Number of clients they have on average How many advisors are in the U.S. The average age of financial advisors How much money financial …

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Indicators of marketing success vary among industries. Marketing for financial advisors is a long-term game. It generally takes one year from the time someone learns about you for them to officially move over their accounts. Still, there are certain indicators you can look for to know whether or …

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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; most …

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