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Case Study: A Comprehensive Marketing Makeover For One Busy Advisor

Financial Advisor Marketing Case Study

At Indigo Marketing Agency, we help advisors to create custom marketing plans that address all the most important marketing strategies, including:

  • Embracing a specialty
  • Their website
  • Custom content
  • Email marketing
  • Social media
  • Search engine optimization (SEO)
  • Marketing metrics

Advisors often feel overwhelmed by all of the marketing they should be doing and don’t have the time or expertise to execute a comprehensive marketing strategy on their own. Angela Dorsey of Dorsey Wealth Management was one of these advisors, which made her the perfect subject for this financial advisor marketing case study.

Angela came to our firm because she wanted a consistent marketing strategy that represented her well. While she already had a good website and knew that she wanted to focus on helping women with their financial plans, she had not been executing her marketing strategy on a regular basis. 

It wasn’t that she didn’t think marketing was important; she believed in the power of marketing through email and social media, but always stopped doing her marketing when she was busy, which created a feast-and-famine cycle for her firm.

A Comprehensive Marketing Strategy, Focused on Her Niche

When we first met, Angela wasn’t sure where to start with her marketing. Website design? Search engine optimization (SEO)? Social media? Content marketing? Email marketing? We recommended all of the above. After reviewing her goals, we got started on our Total Marketing Package to work on each of these important efforts.

Our Total Marketing Package begins by identifying exactly who you want to serve and what you offer them. Angela had already been focused on serving women, but we uncovered that most of her best clients were women business owners, so we decided to create a marketing strategy for that niche. We settled on “fee-only financial planning for women business owners” and added that throughout Angela’s site. 

Optimizing for Search Engines

Now that we knew the keywords she wanted to show up for during a Google search, we were ready to approach search engine optimization (SEO). We completed our powerful SEO package targeting “financial planning for women” in her area. 

You can see the huge impact our package had on the number of people finding her firm from Google searches. This is important because it represents free traffic coming to her site each and every day from people searching for what she offers.

As we increase the amount of content on her site for women business owners, her SEO will improve and she will show up even higher in search results.

financial advisor marketing case study landing pages

Social Media Marketing

Once we had Angela’s website set up and optimized, it was time to focus on social media. Setting up and optimizing your firm’s social media profiles helps improve your SEO and drives more traffic to your website through increased exposure.

We set up and optimized all of Angela’s social media profiles so they look consistent across channels and get more traffic to her website: 

  1. Facebook Business Page
  2. LinkedIn Profile
  3. LinkedIn Company Page

Each day, Angela’s website gets many new people visiting from the social media posts we create for her. Here are the daily visits to her site from Facebook and LinkedIn.

financial advisor marketing case study Facebook and LinkedIn

Increasing Website Conversions

Too often, advisors have great websites and substantial traffic, but the people coming to their site leave without ever taking another step. It’s critical to make it easy for prospects to take an appropriate next step online, 24/7.

To help increase the conversion rate of the traffic coming to Angela’s site, we added several important assets:

  1. A powerful story about why she created her firm
  2. A Get Started Now page
  3. Case studies of clients she has helped
  4. A Frequently Asked Questions (FAQ) page
  5. A sample financial plan
  6. A pricing and services page
  7. An online appointment scheduler

These pages are almost always the most visited pages on an advisor’s website. They allow prospects to learn more about Angela’s firm, envision working with her, get answers to the questions holding them back, understand exactly how she helps her clients, and take the next step at any time, day or night. 

Creating Valuable Custom Content For Her Niche

Angela serves women, especially women business owners. As part of her Total Marketing Package, each month we create custom content that’s relevant and valuable to her niche. For Angela’s firm, this includes top-performing posts like:

  1. How Women Business Owners Can Save For Retirement And Reduce Taxes
  2. The Top Financial Concerns Of Women Business Owners
  3. Why You Should Hire A Bookkeeper For Your Small Business

We share this content each month for Angela throughout all of her marketing channels, including:

  • On her website as a blog post
  • By email to her email list
  • On LinkedIn
  • On Facebook
  • On Twitter

The content includes a call to action at the end of each post, designed to be forwarded from her email list to people they know who might need Angela’s help. In this way, she gets more introductions and referrals to women business owners. 

Proactively Communicating With Her Network During A Crisis

One of the things that Indigo Marketing Agency provides as part of our Total Marketing Package is communicating proactively with your network during a crisis. This was important to Angela because she wanted to make sure her clients were hearing from her in good times and bad.

When the market experiences volatility, or a crisis like the coronavirus hits, we keep our clients in front of their network with content designed to educate and connect, including:

  1. What You Need To Know About Recessions And Bear Markets
  2. What Should You Do About The Coronavirus And Stock Market Volatility?
  3. I’m Here For You Virtually!

These posts were important in making her clients feel connected and allowing Angela to field fewer panicked phone calls. They also resulted in a few new referrals! 

Tracking The Metrics That Matter

Our Total Marketing Package is designed to keep advisors top of mind, get more traffic to their website, and convert more traffic into leads. But how do we know it’s working? 

It’s critically important to track the most important metrics each month. We set up Google Analytics so that we can see important metrics on an advisor’s website like:

  • How much traffic is coming to their site?
  • What pages are people visiting most on their site?
  • How are people finding their site?

financial advisor marketing case study Google Analytics

But beyond Google Analytics, we use a technology called Databox that allows us to see a more comprehensive picture. Databox shows us the most important marketing metrics, such as traffic to an advisor’s website, their social media pages, and their email marketing. Our Monthly Metrics Report tracks everything, including:

  • Total website traffic
  • Traffic sources
  • Traffic by social network
  • Top visited pages and blog posts
  • Email marketing performance
  • Email subscribers
  • Facebook performance
  • LinkedIn performance

Each month, Angela gets a custom Databox report via email that shows how her marketing is performing. This allows us to work with Angela to focus on the most important marketing metrics and make changes to her marketing strategy along the way.

financial advisor marketing case study Google Analytics

In her own words:

financial advisor marketing case study Angela DorseyMy main marketing challenge was knowing what to do and being consistent, especially with my newsletter and social media. I would do it when I had time, so I was not as consistent as I should be. My newsletter would take me too much time to write and send out using Mailchimp. 

It is so wonderful to have help with this. I wake up in the morning and my newsletter has already been sent out like magic! I feel like the work Indigo did up front to capture my goals and to understand my business and my voice really helps to create content and social media posts that are in my voice and appeal to my audience. 

I am especially impressed by how quickly Indigo responded during market downturns such as the coronavirus to send out special newsletters to help my clients understand what it meant for their portfolios and how to best think about it. The quality of the content and technical expertise is top-notch! Whenever I interact with a team member of Indigo, I am impressed by how knowledgeable and responsive they are. Claire put together a great team!

I thoroughly researched other options for marketing help. I chose Indigo because they specialize in advisors who have a niche. I also like that the marketing assistance includes a newsletter, social media posts, SEO, and LinkedIn marketing.

I am feeling like I have great marketing support now. It is a huge relief! I would highly recommend Indigo to others. Whenever I have a question or need any help, they are there to help me or to point me in the right direction.

Thanks so much!

Angela Dorsey, CFP®, MBA

Do You Need A Marketing Makeover?

After reading this financial advisor marketing case study, if you or an advisor you know wants to offload their marketing to professionals, we are here to help. Get started by scheduling your free Marketing Strategy Call to review your current marketing strategy and get custom recommendations. Let us create a custom marketing strategy for your business!  

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Claire Akin

Founder
San Diego, California
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Claire Akin founded Indigo Marketing Agency with the mission to help financial advisors leverage marketing to grow their businesses. As a former Investment Advisor Representative and proud daughter of an independent advisor, she’s seen first-hand the value advisors bring to their clients and community. Claire transferred ownership of Indigo Marketing Agency to Hugo Fernandez in 2022 to spend more time with her family.

Amanda Laskey

Account Manager
Pittsburgh, Pennsylvania
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Amanda Laskey works with clients one-on-one to develop and implement marketing strategies that help spread the word about who they are and how they help. In her role, Amanda strives to deliver outstanding customer service to our clients. She is tech-savvy, an independent problem-solver, extremely organized, an excellent communicator, and thrives on helping others. She appreciates the ability to work remotely in a collaborative team environment while supporting her family.

Amanda holds a Bachelor of Arts in Education and a Master of Arts in Inclusive Education from Seton Hill University and has over 10 years of experience in secondary classroom teaching and over 3 years as an Executive Assistant. A proud Army spouse, Amanda resides in Pittsburgh, PA, with her husband, Brandon, their two sons, Jackson and Harrison, and their sheepadoodle, Waylon, and goldendoodle, Cash. Outside of work, Amanda enjoys spending time with her family, relaxing at the beach, traveling to new places, dessert, and all things Disney.

Hugo Fernandez

CEO
Whispering Pines, North Carolina
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Leading the Indigo team with heart, Hugo Fernandez is passionate about helping our financial advisors attract a flood of their A+ clients with sustainable marketing campaigns. He enjoys running companies that are wildly successful and wearing a black t-shirt every day of his life. When his two favorite things come together, you have an average day at Indigo.

Hugo Fernandez is also CEO of Indigo’s partner company, Just Digital, and author of The Client Acquisition Blueprint. He has personally helped hundreds of entrepreneurs grow their business through his proven blueprint for creating an EPIC marketing strategy and online presence.

Kelli McLeod

Director of Client Services
Colorado Springs, Colorado
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Kelli McLeod plays an integral role at Indigo while overseeing the Account Services Team, providing customer service, getting financial advisors onboarded and in serving as their primary point of contact during that process. Her team looks to her for her leadership and decision-making abilities For Kelli, the most rewarding part of this role is working with clients one-on-one to ensure they’re happy and that their needs are met.

Kelli has a bachelor’s degree in communications and public relations from Pacific Lutheran University. More recently, she’s done extensive work in the corporate housing and property management industries.

Kelli currently lives in Colorado Springs, Colorado, with her husband, Ian, who is an officer in the U.S. Army, and their two sons, Zachary and Cameron. When she’s not working, you can find her running or hiking, attending group fitness classes, and cooking. Kelli’s also an avid book club enthusiast, so be sure to reach out to her if you’re looking for a new read.

Sara Dressler

Director of Operations
Whispering Pines, North Carolina
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Sara Dressler manages all systems and operating processes while overseeing several departments. Sara is responsible for supervising many activities within Indigo and identifying areas of improvement to better meet company goals. She functions as the bridge connecting management to every department.

Sara has a bachelor’s degree in business administration and a minor in communications from Pacific Lutheran University. She leverages this degree, along with her years of experience as a virtual assistant, to keep our company running like a well-oiled machine. Sara is happiest when spending time with her family. Her three young boys and life as a military spouse keep her busy, but she wouldn’t trade it for the world. She lives an active lifestyle and loves working out, getting outside, and watching sports with her family (whether it’s on TV, at her kids’ games, or in the backyard).

Elizabeth Reider

Director of Marketing
Clearwater, Florida
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Elizabeth Reider is a woman of many talents. She spent 10 years as a Chief Marketing Officer for a top-level independent financial advisor, and since her entry into financial services, she has networked and become friends with many advisors. Elizabeth admires their empathy, knowledge, and passion for their work, and has seen how independent advisors are more than professionals providing investment and planning advice; they are trusted confidants, life coaches, and guides. Over time, they become a part of their clients’ extended family—and she loves coming alongside that. (Check out this video to hear directly from Elizabeth about why she loves working with financial advisors.)

As Director of Marketing, Elizabeth helps get the word out about how partnering with Indigo can take an advisor’s marketing to the next level and beyond to grow their business and increase their productivity.

Elizabeth earned her bachelor’s degree in management information systems from the University of South Florida Muma College of Business. She also holds a life, health, and variable annuity license, which gives her a special understanding of the many products and services advisors offer. Originally from Clearwater, FL, Elizabeth loves to travel and has visited 12 countries, including extended visits to eSwatini, Africa, to visit family and assist with humanitarian relief programs. She has seen firsthand how independent financial advisors are providing advice to their clients that outpours into the lives of their own families, staff, community, and sometimes across the globe. When she’s not working, Elizabeth enjoys attending orchestral and theater productions with her husband, David, and taking their son, Julian, to art museums, as well as family evenings in the backyard playing baseball with her son and shih-tzu poodle, Wrigley. She is also an active participant in overseas humanitarian work—using her skills to make a difference in the lives of others.

Katie Cress

Digital Marketing Consultant, Sales & Client Strategist
Cincinnati, Ohio
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It’s Katie Cress’s mission to help financial advisors reach their ideal prospects through custom digital marketing. On any given day, you can find Katie meeting with new financial advisors to learn more about their marketing goals, who they love working with, and why they’re passionate about helping others. Her favorite part of her job is meeting new advisors every day and continuing to learn how each firm and individual advisor is different, and using her marketing and small business background to help them craft a game plan that empowers them to grow their business and enhance their services. Often described by loved ones as a “helper” and “caretaker,” Katie is passionate about advocating for her advisors’ needs and supporting her coworkers to help them succeed.

Katie holds an MBA from Xavier University and a BA in Economics from Ohio University. A Midwest girl for life, she lives in Cincinnati, Ohio, with her husband, Brandon (who’s also a marketing guru), and their three kids, Charli, Lucy, and Teddy. She and her husband also own Clean Eatz Cafe, where they use their collective marketing prowess and love of food to create a welcoming space for employees and hungry customers alike. Katie is passionate about and for small business owners, being raised by her father who was an entrepreneur, being one herself with her husband, and working with them every day at Indigo. She loves the spirit, creativity, and drive of entrepreneurs. When Katie’s not working or helping run the family business, she enjoys working out with her husband at Orange Theory, loving on her three kids, and cooking delicious food.

Lori Koepke

Account Manager
Boise, Idaho
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Lori Koepke plays a major role as a liaison between Indigo Marketing Agency and its wonderful clients. She works directly with our advisor clients on their marketing strategies, marketing calendars, article creation, editing processes, compliance approvals, deployment of their content, and more. Lori enjoys helping strategize and be a support to her clients, and loves the camaraderie among the Indigo team members. Before joining the Indigo team, Lori was a schoolteacher for 10 years. She has a Master of Education and Bachelor of Arts in Elementary Education from Concordia University in Portland, OR. She was born and raised in Vancouver, B.C., and lived in Vancouver, WA, for 25 years before moving to Boise, Idaho, where she currently resides with her husband, Jeremy, and four wonderful kids, Sophie, Tanner, Jonas, and Violet. In her free time, you can find Lori reading, watching football, and driving her kids to all their activities.

Heidi Wilson

Account Manager
Fort Knox, Kentucky
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Heidi Wilson thrives on helping advisors create an online voice and streamline their marketing efforts. With her mother being a retired financial advisor and her brother-in-law currently a CFP® professional, she’s passionate about taking the marketing pressure off of advisors so they are able to focus on their clients. She loves when advisors tell her something we did for them helped; it can be as simple as taking something off their very busy plate or helping them land a new client with one of the articles we wrote. With broad-based consumer and B2B marketing experience, Heidi is constantly thinking outside the box and brings a fresh perspective to the Indigo team.

Heidi holds a bachelor’s degree in public relations from Florida State University and hails from Tampa, Florida. Her husband, Chris, is in the U.S. Army, and as they are constantly moving, they take every opportunity to explore the new areas where they’re living. Some of their favorite places they’ve called home include Hawaii and New Orleans. Heidi is thankful for the opportunity to work remotely with Indigo, which allows her to take her job with her, no matter where the Army moves her family next.

Jillian Segrue

Account Manager
Columbus, Georgia
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Jillian Segrue acts as a liaison between clients and the Indigo team, using her 12 years of customer service experience in fields such as healthcare, financial services, and risk management to help hone their message and deploy it effectively and efficiently. Jillian enjoys building unique relationships with each of her clients as she uniquely helps them reach their ideal target audience.

Jillian has a bachelor’s degree in healthcare administration and a minor in business administration from SUNY Brockport. Originally from Rochester, NY, she currently lives in Columbus, GA, with her husband, Tim (an Army captain), daughter, Macie, son, Henry, and two cats. As a military spouse, Jillian appreciates the flexibility Indigo provides—allowing her to juggle motherhood and excelling in her career—and its unmatched positive, supportive, and uplifting company culture. In her free time, Jillian loves to read, shop, and go running outdoors (just not in the Georgia heat!).

Beverly Anderson

Account Manager
Portland, Oregon
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Beverly Anderson is the go-to contact point for advisors to create a targeted and cohesive marketing strategy that is unique to their specific goals. She loves seeing her clients experience positive results from their marketing efforts, and as a world traveler, she appreciates the ability to work remotely and connect with clients from any country.

Beverly holds a Bachelor of Science in Business Administration from Oregon State University. In addition to traveling, she enjoys making music as a singer/songwriter and anything outdoors (she’s an avid snowboarder and rock climber). She and her partner have a rescue pup, Toro, a former street dog in Cabo, Mexico, before they adopted him. Beverly has three older sisters, with whom she is very close, and they all, along with her mother, live in the Portland area. Although she spent the first half of her childhood in Fountain Hills, Arizona, Beverly considers Portland to be home.

Adrian Bachini

Web Developer & Tech Support
Manila, Philippines
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Adrian Bachini works on tasks requiring technical knowledge and other various administrative tasks. A software developer by day, prior to joining Indigo, Adrian had very little knowledge on how nontechnical positions operate. His position at Indigo allows him to both learn and experience a variety of platforms and gain more knowledge about how to maximize marketing initiatives.

Adrian holds a bachelor’s degree in computer science with a specialization in software technology from De La Salle University Manila. Adrian considers himself somewhat of a workaholic, with a full-time day job in addition to working with Indigo. When he’s not working, he enjoys watching documentaries, action movies, and anime, and also loves cycling on muddy downhill trails or cross-country rides, playing video games, and simply resting when he can. He is also a licensed commercial pilot and flies in his free time; he obviously also enjoys traveling. Adrian lives with his family and more than a few pets (11 dogs, 6 cats, a few birds, and fish)—he has more pets than humans in his home!

Kasey Yhap

Account Manager
Ellicott City, MD
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Kasey Yhap’s commitment to her clients is the driving force behind her work. Her diverse educational background (a bachelor’s and master’s degree in vocal performance from the Peabody Conservatory of Music and a master’s degree in communications from Syracuse University) has equipped her with the unique skill set required for success. Kasey’s strong communication skills and creative mindset, combined with her passion for helping her clients, make her a valuable asset to the team.

In her free time, Kasey stays active and maintains a healthy lifestyle through yoga, CrossFit, and spending time outdoors. These hobbies complement her professional life by allowing her to recharge and bring new ideas to her work at Indigo.

Dan Corcoran

Account Manager
Madison, Wisconsin
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Dan Corcoran enjoys being on the front lines of financial advisor marketing, working directly with advisors to help them build a strong marketing plan to get their firm’s message out. Working remotely can be a challenge as talking to others, brainstorming, and sharing experiences recharges him; he maximizes touchpoints to connect with others to make every day at Indigo rewarding.

Dan holds a bachelor’s degree in journalism and mass communication from the University of Wisconsin-Madison. He enjoys drone photography and videography (he owns his own drone business, Forward Focus Photography), sports broadcasting (he was a hockey broadcaster for four years prior to COVID), spending time with family, camping/hiking, running, swimming, and road biking.

Originally from Sun Prairie, WI, Dan has three siblings, and prior to joining Indigo’s team, he worked for an RIA in Madison for two years.

Anne Wheeler

Marketing Assistant
Cincinnati, Ohio
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Anne Wheeler is responsible for a variety of administrative tasks as well as updating social media pages for clients. Anne enjoys the creative side of her position and the ability to collaborate with the team to help advisors get started with Indigo.

Anne holds a bachelor’s degree in communication from the University of Tennessee. Outside of work, she enjoys walking, baking, spending time with her husband, Rick (a structural engineer), and two sons, Thomas and Turner. Anne loves being a full-time mom, and appreciates that Indigo gives her the opportunity to work part-time while still caring for her boys.

Lisa Gaines

Content Deployment Manager
Fort Hood, Texas
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Lisa Gaines spends her work days uploading blog posts to our clients’ websites and LinkedIn profiles, drafting emails, and making adjustments to content as advisors request. Lisa has learned a lot as a long-time member of the Indigo family and has enjoyed seeing the processes evolve to become more streamlined and efficient over time. And she loves working with the amazing Indigo team! Lisa is a proud alum of Texas A&M University, where she received a Bachelor of Business Administration in Finance. As a military child, Lisa feels as though she grew up everywhere; however, she claims central Texas as home where most of her family is originally from. She currently lives in Fort Hood, Texas, with her husband, Korey (an active-duty Army officer), and two kids, Madelyne and Jameson. As a military family, Lisa moves quite a bit—often to areas where the job market is small. She loves that Indigo provides her with a steady job she can take with her wherever she goes. When she’s not working, Lisa enjoys dabbling in interior design, binging a good Netflix series, and spending time with friends and family.

Jennifer Farrior

Lead Writer & Proofreader
Louisville, Kentucky
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Jennifer Farrior is Indigo’s go-to for all things proofreading and editing. Her attention to detail is unmatched, and she takes pride in making sure every article is clean and concise before it heads out to our financial advisors. She says, “Even a single typo can affect an advisor’s credibility, and we strive for perfection when it comes to how they’re presented online.” As Lead Writer, Jennifer trains and manages the team of writers, and also writes and collaborates with team members to create Indigo’s blog posts and promotional material.

Jennifer holds a bachelor’s degree in English from UCLA. In addition to her role at Indigo, she runs her own copy editing and proofreading business, She Proofreads LLC. Jennifer hails from San Diego, California, but now lives in Louisville, Kentucky, with her three kids, Joshua, Julia, and Joel, and goldendoodle, Dexter. She loves working at Indigo because it provides her with the income, flexibility, and the community she needs as a stay-at-home mom. Outside of work, you can find her spending time with her kids, friends, boyfriend, or working on a puzzle while watching Netflix.

Sarah Robichaud

Social Media Manager
Rochester Hills, Michigan
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Sarah Robichaud uses her love of spreadsheets to create engaging content calendars for our clients’ social media pages. Sarah holds a bachelor’s degree in psychology from Salisbury University and a master’s degree in marriage and family counseling from Liberty University. In addition to her role at Indigo, Sarah volunteers as a virtual administrator for Army Wife Network, a nonprofit organization that aims to empower and educate military spouses through blogs, podcasts, and various other resources.

Born and raised in Maryland, Sarah currently lives in Rochester Hills, Michigan, with her husband, Andrew, two children, Emily and Logan, and two fur babies, Penny and Chewbacca. As a military spouse and mother, Sarah loves working for Indigo because of the flexibility it affords her, allowing her to continue to build her career while frequently relocating around the globe and working on her own schedule to accommodate a busy lifestyle. Sarah also loves Indigo’s supportive team atmosphere. Outside of work and volunteering, you can find Sarah enjoying time outdoors with her family, typically running, camping, or traveling. An avid traveler, she’s visited 16 countries and is always planning her family’s next great adventure.

Peter Wardenaar

SEO Specialist & IT Lead
Cali, Colombia
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As a natural problem-solver, Peter Wardenaar uses his skills to help financial advisors find new ways to grow their site traffic and attract more clients they love. Peter enjoys the dynamic nature of his role; the challenges are never the same as every situation is unique and requires a different approach. But don’t let Peter’s technical prowess fool you—he also has quite the creative side! Before joining the Indigo team, he worked as a first-grade teacher and university English professor in Cali, Colombia.

Peter has bachelor’s degrees in education and in music from Portland Bible College and a master’s degree in music production and technology from Berklee College of Music. In his spare time, he loves writing and recording music, graphic design, engaging with people, and studying leadership and theology. Peter is also one of the most well-traveled people you’ll ever meet! He was born and raised in the Netherlands but lived in the Pacific Northwest for over 12 years. Today, he resides in Cali, Colombia, with his wife, Gloria Isabel, and their three kids, Emanuel, Paloma, and Violet.

Kourtney Kearney

Tech Support
Antelope, California
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Kourtney Kearney is a data-driven woman with a knack for coding. On any typical day, you can find her building web pages, troubleshooting bugs in code, and setting up automations to make life easier for our clients. Thanks to her technical background, Kourtney has a vast understanding of the inner workings of websites and the data associated with them. She’s always on the lookout for new technology that will help us improve our workflows so we can focus on what we do best—helping financial advisors grow their business. Kourtney enjoys the variation of tasks and loves the challenge of taking an existing website and making it better without completely rebuilding it.

Kourtney is originally from Newark, CA (Bay Area), but currently resides in Antelope, a suburb of Sacramento, and holds a Bachelor of Arts in Art History and Curatorial Studies. Outside of work, Kourtney spends her free time reading, playing volleyball, baking with her two sons, and hanging out with family.

Hugo Fernandez

CEO
Los Angeles, California
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Hugo Fernandez acquired ownership of Indigo Marketing Agency from founder Claire Akin in 2022. Leading the Indigo team with heart, Hugo is passionate about helping our financial advisors attract a flood of their A+ clients with sustainable marketing campaigns. He enjoys running companies that are wildly successful and wearing a black t-shirt every day of his life. When his two favorite things come together, you have an average day at Indigo.

Hugo Fernandez is also CEO of Indigo’s partner company, Just Digital, and author of The Client Acquisition Blueprint. He has personally helped hundreds of entrepreneurs grow their businesses through his proven blueprint for creating an EPIC marketing strategy and online presence.

To get in touch with Hugo, email him or connect with him on LinkedIn.