Indigo Marketing Agency

Financial Advisor Marketing Services

The Marketing Blog for Financial Advisors

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 …

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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.

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 …

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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

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 …

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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

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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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

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 …

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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 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 …

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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 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. It's been rumored that they're so good at marketing because they are former car salesmen (it's not true; they're financial services veterans). …

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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 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 …

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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

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 …

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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

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 …

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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 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

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 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

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 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

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

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 …

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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 To Get A New Logo for Financial Advisors

Your logo is the true first impression of your brand. Logos have been used for thousands of years to help people identify and trust groups by viewing a simple emblem. One of the most recognized logos throughout history is the cross that symbolizes Christianity. Pirates raised a Jolly Roger logo on a …

Continue Reading

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

Four Signs An Advisor Will Have Business Growth This Year

I rarely find an advisor who is not trying to grow his business. Despite the assets under management or number of clients advisors serve, most are always striving to build something bigger. Client demographics, technology, and marketing have changed so much in the past 20 years that many veteran …

Continue Reading

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

Why Advisors Need a Facebook Business Page & How To Create One

This segment is part of my Online Marketing Course, a comprehensive online self-study program for financial advisors and their staff. The course is designed to turn your assistant into your Chief Marketing Officer!   The best time to set up a Facebook Business Page for your …

Continue Reading

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

Five Tools to Double Your Website’s Conversion Rate Today (Webinar)

In this exclusive webinar, special guest Jay Moorland of The Emotional Investor will review the psychology of website engagement and why some advisor's sites convert better than others. Then, we'll reveal the top five strategies for increasing your website's conversion rate! The webinar will …

Continue Reading

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