Indigo Marketing Agency

Financial Advisor Marketing Services

Claire Akin

My Top 10 Marketing Blog Posts in 2015

Thanks for a being a part of my marketing family! In case you missed them, here are my top 10 blog posts from 2015. I hope you find some helpful marketing tips among them.  Cheers to making 2016 your best year yet! 1. What is Harry Markowitz Doing Today? 2. Five Tech Tools Every Advisor …

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Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Case Studies

Marketing for Financial Advisors

The Ultimate Guide to Growing Your Business Organically

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This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Join us for an exclusive webinar on how we help top independent financial advisors get more clients and grow their AUM. We'll review the truth about marketing for financial advisors and exactly what's included in our total marketing package.

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The Top 10 Holiday Gifts for Financial Advisors in 2015

It’s Black Friday! Most of us have one or two special financial advisors in our lives. This time of year is the perfect season to let them know how much you appreciate their guidance and advice. My Dad and his two brothers are independent advisors and they'll tell you the perfect gift is a box of …

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Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Case Studies

Marketing for Financial Advisors

The Ultimate Guide to Growing Your Business Organically

Learn More
This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Join us for an exclusive webinar on how we help top independent financial advisors get more clients and grow their AUM. We'll review the truth about marketing for financial advisors and exactly what's included in our total marketing package.

Register Now

What is Dr. Harry Markowitz Doing Today?

Yesterday marked the 25th anniversary of Dr. Harry Markowitz’s Nobel Prize in Economics for Modern Portfolio Theory, a construct he actually discovered almost 40 years prior. The Rady School of Management at UC San Diego hosted a celebration last night to honor Markowitz, who is now 88. Guest …

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Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Case Studies

Marketing for Financial Advisors

The Ultimate Guide to Growing Your Business Organically

Learn More
This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Join us for an exclusive webinar on how we help top independent financial advisors get more clients and grow their AUM. We'll review the truth about marketing for financial advisors and exactly what's included in our total marketing package.

Register Now

Carson’s New Book Outlines Formula for 15% Growth in 15 Minutes a Week

The Sustainable Edge outlines the key to significant growth, passion for your work, and balance in your life When I saw Ron Carson at LPL Focus 2015 in Boston last month, I was excited to learn that he has partnered with Scott Ford, CEO of Cornerstone Wealth, to write a new book called The …

Continue Reading

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Case Studies

Marketing for Financial Advisors

The Ultimate Guide to Growing Your Business Organically

Learn More
This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Join us for an exclusive webinar on how we help top independent financial advisors get more clients and grow their AUM. We'll review the truth about marketing for financial advisors and exactly what's included in our total marketing package.

Register Now

How Much Travel is Too Much?

I’ve been traveling a ton this year, attending eight conferences in the past three months. I think almost daily about the toll it takes. It’s not the first time in my career that I’ve been on the road. In my twenties, I worked as a sales rep in the not-so-glamorous Paducah, Kentucky to Detroit, …

Continue Reading

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Case Studies

Marketing for Financial Advisors

The Ultimate Guide to Growing Your Business Organically

Learn More
This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Join us for an exclusive webinar on how we help top independent financial advisors get more clients and grow their AUM. We'll review the truth about marketing for financial advisors and exactly what's included in our total marketing package.

Register Now

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