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 …
Blog
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 …
The One Sentence My Dad Used to Add $2 Million in AUM Last Month (Video)
For this week's marketing tip, I wanted to send a quick video highlighting the one sentence my Dad used to add two $1 million accounts last month. …
How to Get Amazing Original Photography for Your Website and Brand
Most of the advisors I work with are true specialists, so they want their website, presentations, and social media profiles to be truly unique. The …
11 Tricks to Get Your Blog Posts to Show Up In Google Searches
The idea for this post came to me from John Stanton of Seacrest Wealth Management. He wanted to know if there’s a way to write blog posts so they will …
Register Now for Marketing for Financial Advisors in 6 Easy Steps (Webinar)
Next week, I will be hosting an exclusive webinar for Twenty Over Ten, a website provider for financial advisors. They requested that instead of …
Join Me for an Exclusive Webinar with Bill Cates, the Referral Coach!
I am so excited to be hosting this month's webinar with one of my industry heroes, Bill Cates! Bill is the master of referral marketing for financial …
The 8 Technologies You’ll Need to Create Your First Webinar
After last week’s blog post, 8 Reasons Webinar Marketing is So Promising for Financial Advisors, I got several questions from advisors about the best …
8 Reasons Webinar Marketing Is So Promising 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 …
Personal Update & My Best Webinar Yet! (Register Now)
Today I want to give you a quick personal update about Baby Molly and tell you about my most exciting webinar yet! Watch this short video to learn …
Google Analytics 101 for Financial Advisors
How is your website performing? Let's find out! (Click here to watch) See it here. …
What Is the Benefit of Joining Investopedia’s Advisor Insights?
I received terrific feedback on my blog post about the benefits of joining NAPFA, including a few advisors who decided to sign up and have already …