This week, I am excited to be a guest on The Female Insight Zone, a popular podcast hosted by Maribeth Kuzmeski of Red Zone Marketing. Maribeth is also the founder of Red Zone Leadership Foundation, a 501(c)(3) formed to cultivate leadership skills of female professionals. In this 15 minute episode, …
The Marketing Blog for Financial Advisors
How Does Ken Fisher Follow Up With Prospects?
Have you ever wondered how Ken Fisher’s firm, Fisher Investments, gets new clients? I’m always watching top financial advisors to see what they’re doing, and recently I snooped around Fisher Investments to take a look at their marketing strategy. If you’re not familiar with Fisher Investments, …
How To Ask People To Join Your Email List
After last week’s post, How To Add People to Your Email List (Video), I received a great question from one of my readers. Neil asked, “How would you suggest to approach those people to put them on an email list? In other words, what would you say to them?” This is a great question, as we always …
How to Add People to Your Email List (Video)
When I work with advisors to grow their businesses, we always start with assessing their email list. Email is still the bread and butter of marketing. But if you’re not growing your email list, it’s probably shrinking due to a small number of people unsubscribing each month. Here are my tips for …
Your Comprehensive Webinar Creation Workbook (Download Now)
Are you thinking about hosting a webinar? In this final installment of our series about how financial advisors can use webinars to grow their business, I've created a comprehensive Webinar Creation Workbook. The exclusive guide for financial advisors contains step-by-step instructions with examples …
The Ultimate Guide To Creating Your First Webinar (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 …
Save $300 On The Advisor Thought Leader Summit In Kansas City
Two of my favorite financial advisor marketing experts are Maribeth Kuzmeski (Red Zone Marketing) and Marie Swift (Impact Communications). In fact, I first met Maribeth way back when I was a financial advisor with LPL Financial. I was so impressed with her branding that I modeled my own firm after …
How People Really Choose a Financial Advisor
There’s a lot of confusion out there about how independent financial advisors get new clients. Marketers and business coaches may tell you that top advisors are raking in new clients with radio shows or Facebook ads. But the reality is that with all the technology in the world today, people are …
The Advisory Practice of the Future
Please join us to learn from financial advisor and technology consultant to advisors, Arielle Minicozzi! In this exclusive webinar, we'll share her secrets of The Advisory Practice of the Future. Arielle will share how she helps top advisors create their technology …
The Truth About Marketing For Financial Advisors
Every day, I make a point to spend at least an hour on the phone with independent financial advisors talking about their marketing. We review what they’ve tried in the past, what has worked, and what was a waste of money. Through these conversations, I uncover a fundamental misunderstanding that …
Important Updates to Your Marketing Package (Video)
Fill Out Your Topic Survey Please take a few minutes to fill out your topic survey here so we can keep you on schedule! Get Started on Facebook Ads Take a look at our sample Facebook ad landing pages below. To get started, please commit to $100 per month in Facebook ad spend for at least a year. …
Case Study: Search Traffic 90 Days After SEO Project
After completing our SEO projects, we like to go back and learn how we did and consider what we might improve upon. Here are the questions that we ask about each project: How much traffic is being driven by search? How does that compare to our previous search volume? Should we …
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 …
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 …
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 …
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 …
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 …
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 5 pounds. She's doing great, and big sister Molly learned the word "baby" just in the nick of time! Watch this short video now. …