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The Marketing Blog for Financial Advisors

How To Make The Most Of Your Referral Marketing Package

Our most popular marketing packages is our Referral Marketing Package. It includes custom content, written specifically for you and posted to your website each month. We share the content by email to your network and across Facebook, LinkedIn, and Twitter. What’s more, we include automated LinkedIn …

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This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

Which Course Should I Create Next? (Video)

I'm getting started on my next online course for financial advisors, but I need your help! Which course would you most like to see me create next? Vote below now!   Interested in my online courses? Get instant access for just $39 per month! Check out The LinkedIn Course for …

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This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

Ten Steps to Your Ideal Marketing Plan

Advisors ask me every day, “What should I be doing with my marketing?” The truth is that “should” is a relative term. The answer depends on two things: What are your marketing goals? How much are you willing to put into your marketing? Similar to attending a conference or working out with …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

How To Grow Your Business Using Technology

In the information age, the technologies we use on a daily basis are the fuel to grow our businesses. A Federal Reserve Paper found that technology use can drive business growth by 3-5% per year. Technology can be overwhelming to evaluate, but has the power to make your days either easy and …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

Three Clever Ways to Boost Your Facebook Ads

Facebook Ads are an inexpensive way for advisors to make contact with prospects they don’t already know. The downside is that the ads are sometimes poorly targeted, resulting in plenty of “junk” traffic. This happens when the ad’s audience is not properly set up to focus on qualified prospects. You …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

How Four Top Advisors Are Marketing on Social Media (Webinar)

You probably hear all the time that it's important for advisors to be active on social media - but are the advisors marketing on social media actually getting new clients? In this exclusive webinar, we'll share four real-life case studies of top advisors that are using LinkedIn and Facebook to …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

So You Want To Write A Book?

Does writing a book sound like a daunting challenge or an exciting adventure to you? Many advisors have thought about writing a book but aren’t sure where to start or if the benefit would justify the time investment. Without a doubt, most of the advisors I know have more than enough experience and …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

Indigo Marketing Agency Ranked in Top 15 Marketing Agencies for Financial Advisors!

The team at UpCity has analyzed digital marketing agencies for financial advisors to find agencies you can trust with your financial services marketing projects. Indigo Marketing Agency has been ranked in the top 15 nationally!  Check out their list here! Who We Serve We work with independent …

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This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

Learn How to Generate More Referrals with the LinkedIn Guide For Financial Advisors

The LinkedIn Guide for Financial Advisors is available on Amazon now! The new guide is updated and expanded! It presents an exclusive six-step process to generate referrals on LinkedIn including: How are top advisors using LinkedIn today? Supercharging your profile Identifying qualified …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

How Advisors Can Show Up for Specific Keyword Searches

Financial advisors aren’t typically familiar with search engine optimization (SEO) strategies. Because SEO is complex, many advisors ignore the potential benefits completely. But after working with over 50 advisors to optimize their websites, we have seen some powerful results with a few small …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

How Is an Advisory Firm Founded in 2013 Raking in Over $4 Million in Revenue Each Year?

Great Waters Financial has grown at a rate of 87.8% each year from 2014 through 2016. They started 2014 with just six employees and now have more than 30. I’ve been told that they’re not even financial services veterans, but former car salesmen (not confirmed). How is this young new firm growing at …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

What is an SSL Certificate and Why Do You Need One?

Things change quickly in the world of websites and digital marketing. One concept you may have been hearing a lot about lately is SSL Certificates. You may have noticed that when you go to your site and look in the upper-left corner, there’s a warning that your site is not secure. This is …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

Have You Claimed Your Business Listing on Yelp?

You may be familiar with Yelp for checking restaurant reviews online, but Yelp can also be an incredible source of new prospects for advisors. Claim your business page to make sure that the information listed is accurate and personalized. Watch this video to find out how, and to review compliance …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

Case Study: How One Advisor Upgraded His Website AND Saved Over $2,500 Per Year!

When was the last time you thought about how much you are paying each year for your website? If you're like most advisors, you rarely think about this cost. The problem is, it adds up to thousands of dollars each year. Is there a better alternative? Today, we'd like to share the story of one advisor …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

How To Get Started On WordPress (For Financial Advisors)

Do you need help getting started with your WordPress site? Here are a few video tutorials to get started on WordPress. We also have Website Service that we provide if you need  additional help in setting up or updating your site. We also have Website Service  for additional help with WordPress. You …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

How to Market with an eBook or Report (And 5 Examples from Top Advisors)

Marketing today is all about creating valuable content. Educational information helps people understand why they need your help more than any advertisement or sales pitch will. And if content is king, the eBook and reports are its queens. Top advisors use reports to grow their email lists and start …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

How Advisors Can Embrace a Niche Without Alienating Anyone

One conversation I have every single day with financial advisors is about embracing a niche through their marketing. The riches are in the niches, I tell them. For marketing to be successful, it needs to be focused. But it’s a hard sell. Of course, the most successful advisors I work with have …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now

Should You Join NAPFA? Here are the Costs and Benefits

  Have you considered joining NAPFA, the National Association of Personal Financial Advisors? Many of the most successful advisors I work with belong to NAPFA. They receive qualified leads through their membership and enjoy the networking and conferences that the association provides. In …

Continue Reading

This Month's Webinar

The Truth About Marketing for Financial Advisors

In this exclusive webinar, I will share the truth about how advisors really get new clients today.

We'll cover what I've learned in the past 8 years helping independent financial advisors with their marketing including:

1. The biggest lies marketers tell advisors
2. What works and what's a waste of money
3. The only two ways advisors really get new clients
4. How to create a marketing plan that works for you
5. How much money to budget for your marketing
6. How many new leads to expect

Be sure to stick around until the end to save $500 on your marketing and get your free 30-minute marketing strategy call!

Register Now