New Website Options for Financial Advisors (Webinar)
Are you tired of your website? Are you frustrated that it isn't secure or mobile responsive? Do you want a more modern website with greater …
Blog
What Have We Learned From Completing 37 SEO Projects This Year? (Video)
Since we launched our SEO package a few months back, we've completed projects for 37 different advisory firms! Our commitment to constantly improve …
The Easy Way to Get Fresh New Headshots You’ll Love
I recently took all new photography for my website after realizing it’s already been three years since my last pictures. Like most financial advisors, …
Join Me at UCLA Extension This Summer! (Register Now)
I’m thrilled to be teaming up with UCLA Extension Business, Management, and Legal Programs to offer a new seminar for financial …
Update Your Outdated FMG Suite Website for Free in 15 Minutes or Less! (Before & After Video)
I often get calls from advisors who are tired of their outdated FMG Suite websites. They think they need to build a new site to get a fresh new look …
Why You Need a Google My Business Page (and How to Get One Now)
Google has become the third person in many of our conversations. It plays a huge role in how we figure out Final Jeopardy answers or find a restaurant …
Productivity Tip: 8 Tricks to Effectively Search Your Emails
I just got off the phone with a new client who will be coming onboard for our Monthly Marketing Package this month. At the end of our phone call, he …
Are You Committing a Cardinal Sin on Your Home Page?
This month’s exclusive webinar is Website Copywriting for Financial Advisors with guest expert Gerry Black. One of the points Gerry makes during our …
What is HiddenLevers and Why is it Powerful?
There are so many amazing technologies available to advisors today from practice management to portfolio design to marketing. One technology that has …
3 Productivity Tips to Help You Golf More & Sleep Better at Night
If there’s one topic that I've always been fascinated with, it’s productivity. On my reading table, you’ll find classics like Getting Things Done, The …
Google Analytics for Financial Advisors in Only 3 Numbers
Most financial advisors have a strong aversion to trying to understand their website’s metrics through Google Analytics. Why is this, when we know …
Social Media Marketing for Financial Advisors (Webinar)
We've just seen an important shift in marketing for financial advisors. For some top advisors, more leads are now coming from their social media …
What is Your Call to Action? (And 3 Top Performing Examples)
One of the most important marketing strategies I help advisors create is a compelling call to action. When your target demographic is presented with …
The DIY Search Engine Optimization (SEO) Checklist for Financial Advisors
Search engine optimization (SEO) is the practice of getting your site to come up higher in search results for a given set of keywords in your …
SEO for Financial Advisors: The Ultimate Guide to Search Engine Optimization for Independent Advisors
SEO for Financial Advisors: Let's Get Started! SEO for financial advisors can seem overwhelming. It doesn't have to be. We know that most financial …
How to Tell if Your Website Really Needs SEO Help (In 4 Easy Steps)
Confused by search engine optimization (SEO)? You’re not alone. If you’re like most financial advisors, your email inbox is flooded with SEO offers …
The Story of My First Client as a Junior Financial Advisor (Video)
Have you ever had a client that has accumulated significant wealth, but will only listen to the advice of a ne'er-do-well relative when it comes to …
How to Communicate With Your Clients About Market Volatility
As a financial advisor, you know that market declines are a normal part of investing. But your clients are likely nervous about the recent market …
The Best Websites for Financial Advisors Webinar
In this webinar, we'll review the top website platforms for advisors and take a live tour of each platform. I'll answer your questions …
Five Tools to Double Your Website Conversions Webinar
In this exclusive webinar, special guest Jay Mooreland of The Emotional Investor will review the psychology of website engagement and why some …
How to Invite Your Facebook Friends to ‘Like’ Your Business Page
Some of my advisor clients are incredibly successful on Facebook and for some it’s a waste of time. What’s the difference? Demographics. Marketing …
How to Create Your Marketing Plan for 2018! (Webinar)
Are you ready to make 2018 your best year ever? Get started by joining us for an exclusive workshop webinar to create your marketing plan for 2018! …
Happy New Year, Personal Update, & an Important Marketing Tip for 2018! (Video)
Happy New Year and thank you for being a part of the Indigo Marketing Agency family! Today I want to share a quick personal update, some doubly …
My Amazing Secret Weapon for Prospecting on LinkedIn
It’s Saturday morning. Like any entrepreneur, I woke up excited about ideas to grow my business. With the click of a button, I just added 15 new …
Merry Christmas & How People Really Choose a Financial Advisor (Video)
Merry Christmas and Happy Holidays from the Indigo Marketing Agency Team! I hope you had a wonderful holiday with your loved ones.Today I want to …
How to Get More Facebook Followers for Your Business Page
I get a lot of questions from financial advisors about marketing, but one of the most frequent is “How do I get more followers on Facebook?” …
My Top 10 Marketing Tips of 2017!
This has been our best year yet at Indigo Marketing Agency, with more marketing tips for financial advisors than ever before. Take a moment to review …
Please Take Our 2017 Non-Client Survey (For Newsletter Subscribers)
Thank you for being a part of the Indigo Marketing Agency family! I hope that you've enjoyed my blog posts, webinars, and marketing tips this year and …
Please Take Our 2017 Current Client Survey!
Thank you for being a part of the Indigo Marketing Agency family! We hope that you've enjoyed our services this year and we appreciate your feedback …
Join Us for This Month’s Webinar: Marketing for Financial Advisors in 6 Easy Steps! (Register Now)
For this month's webinar, instead of taking a deep dive on a specific subject, I'll give a broad overview of what's working for advisors in marketing …