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Client Service

My Amazing Secret Weapon for Finding Prospects on LinkedIn

Secret Weapon

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 highly qualified prospects to my LinkedIn network and sent them follow up messages explaining what I do and how I can help them. How? My favorite LinkedIn …

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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 People Really Choose a Financial Advisor (Video)

Really Choose

Today I want to share a quick story with you and tell you an important secret I've learned over the years. Do you know how people really choose a financial advisor? Watch this video to learn more! Advisors today have tremendous marketing opportunity, online and elsewhere. It’s easy to create …

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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


Please Take Our Current Client Survey!

ClientSurvey

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 and suggestions so we can improve! Please take 2-4 minutes to complete this short client survey. Loading... Ready to Grow Your …

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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


Join Us for This Month’s Webinar: Marketing for Financial Advisors in 6 Easy Steps! (Register Now)

Marketing for Financial AdvisorsIn 6 Easy Steps

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 today. This presentation will take your marketing knowledge from zero to sixty in 30 minutes including: Marketing 101 in a Digital World …

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


Register Now for Marketing for Financial Advisors in 6 Easy Steps (Webinar)

6 Easy Steps Claire Akin LinkedIn

Next week, I will be hosting an exclusive webinar for Twenty Over Ten, a website provider for financial advisors. They requested that instead of taking a deep dive on a specific subject, we give a broad overview about what advisors should know about marketing today. I put together a presentation …

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


Join Me for an Exclusive Webinar with Bill Cates, the Referral Coach!

Screen Shot 2017

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 advisors. He has trained 20,000 advisors with his proven referral system He is a Hall of Fame Keynote Speaker He is the author of 5 …

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


Three Tips to Make 2017 Your Best Year Yet (Video)

Screen Shot 2017

Happy Holidays! Can you believe that 2017 is a little over one week away? Are you ready to make next year your best year yet? Today, I want to share three tips you can use today to set yourself up for success in 2017 and beyond. Watch this short video to learn more! The resources …

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


Download Your Free 2017 Marketing Calendar

Marketing is about staying top of mind and reminding people what you do and how you can help. To be successful, you’ll need to communicate valuable content on a regular basis and make sure your content gets maximum exposure. You’ll want to deploy each piece of content through various channels: 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


Exclusive Excerpt From The Ultimate Financial Advisor’s Guide to Getting More Clients

This week I’d like to share a special guest post from my friend, James Pollard. James is a management consultant to financial advisors looking to get more clients. He recently released The Ultimate Financial Advisor’s Guide to Getting More Clients, which is available here for $97. His guide is …

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


Lock in Our Lowest Prices Ever for Your 2017 Marketing

Happy Cyber Monday! From now until this Friday, you can cross marketing off your plate for 2017 and save big with our lowest prices ever. We’re offering our Monthly Marketing Package for just $325 per month for all of 2017. The package includes one custom written blog post per month, shared on 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


Announcing Our Search Engine Optimization (SEO) Package

Untitled design 63

I've spent much of the last year creating my Search Engine Optimization (SEO) Package for financial advisors. Before that, I wasted $4,800 testing out professional SEO firms using my dad's website. We spent $1,200 upfront with one firm and another $600 per month for six months with another. They …

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


Would You Like Free Monthly Marketing Services?

Marketing

I know that the cost of your marketing is a considerable investment to make in your business. The advisors I work with understand the value of a professional and consistent marketing strategy to position them as a subject matter expert. But we all love free stuff; it’s part of the human …

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


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