Client Service

Two Reasons to Add Friends & Family to Your Email List

When I work with advisors to build their email lists, I’m often asked whether they should add friends and family. While I never advocate “selling” via our relatives and social acquaintances, there are two solid reasons to add your personal contacts to your email list today. 1. Help Prospects Find …

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. Facebook marketing is not for everyone. In fact, my own Facebook business page is not a core focus of my marketing efforts because most of my target prospects are …

How to Create Your Marketing Plan for 2018! (Webinar)

Tired of GUESSING how to attract new ideal clients? Take charge of your success and make 2018 your best year yet. More Leads, Referrals and Clients. In this exclusive webinar, we’ll be covering: Your Website: Your Most Cost-Effective “Salesperson” Search Engine Optimization (SEO): Make …

The Easy Way to Share Your Screen (For Free!)

Do you find yourself wishing you could share your computer screen or see your client’s computer screen during phone calls? When clients have trouble accessing their accounts online or have a question about their investments, it’s helpful to use screen sharing technology to get on the same (web) …

Important Content 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 exciting news, and an important content marketing tip to make 2018 your best year ever. Watch the video now! Ready to Grow Your Business? We’re …

How People Really Choose a Financial Advisor (Video)

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 …

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

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

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 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 …

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 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 …

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

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 …

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 …

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 …

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 …

Announcing Our Search Engine Optimization (SEO) Package

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 …

Would You Like Free Monthly Marketing Services?

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 …

Client Service

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

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