Marketing Strategy

Marketing Your Specialty As an Advisor: 3 Takeaways From Our Presentation at Heath Walters’ 2023 Innovation Summit

Last month, Indigo’s very own Digital Marketing Consultant, Katie Cress, was asked to speak at the Heath Walters’ Financial Innovation Summit in Tampa, Florida. With over 18 years of sales and marketing experience, Katie was able to share her industry knowledge with financial advisors looking to …

3 Tips on How to Boost Your Marketing in 2023 (Video)

Are you ready for a successful 2023? Does your marketing strategy align with your goals for the new year? Indigo Marketing Agency specializes in helping financial advisors like you with their marketing, growth, and communication strategy. Let’s talk about your upcoming goals for 2023 and what you …

Markets Down? Crank UP Your Marketing.

Continuing market volatility and recession fears means that just about everyone is looking for ways to cut expenses down to the bare minimum. Financial advisors are far from the exception. But if you’re an independent financial advisor, cutting back on your marketing efforts will have the opposite …

What Is the Best Length of Blog Post for Financial Advisors? (Video)

Join me in this quick video where I uncover the sweet spot for the length of a financial advisor's blog post!https://www.youtube.com/watch?v=BSk1EaOrj6EWe get this question all the time: What is the perfect blog post length—how many words—for a financial advisor? Google used to have in their …

Independent Websites for Independent Financial Advisors

Are you having to constantly switch your website's platform to keep it updated? Talk about a headache you don't need (or have time for)! With Indigo Marketing Agency in your marketing corner, say goodbye to website headaches! Do you wish you could… Stay with one platform—for good! Own …

Testimonial Program

The new testimonial rule has officially gone into effect as of May 4, 2021! This completely revolutionizes the way financial advisors can market their services. But as an advisor, how do you effectively use the new testimonial rule in your marketing without running into compliance issues? That’s …

We Made Michael Kitces’ List of Marketing Vendors! (Save $50 on His Marketing Summit Now)

The Kitces Marketing Summit is a virtual event happening April 19, 2022—and you’re invited! This highly anticipated event is for advisors, by advisors. And we’re honored to announce that Indigo Marketing Agency is listed as a Prospective Vendor! What does this mean for you? As a friend of …

How to Communicate With Your Clients About Market Volatility (Free Template)

It's been a wild ride on Wall Street this week! Monday’s market dip almost put the S&P 500 down over 10%. Investors are worried about their portfolios and their purchasing power. But as a financial advisor, how should you communicate with your clients about market volatility? And can you use the …

36 Top Influencers for Financial Advisors in 2022

It’s no secret that the financial landscape is changing rapidly. To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field.Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022.1. Bill CatesIf …

Announcing Our New Testimonial Program for Financial Advisors!

How to Make a Good First Impression With New LinkedIn Connections (Video)

If you’re like most financial advisors, you want to make the best impression possible on LinkedIn. And this may have you wondering: What should I do when I get a new LinkedIn connection? What protocol is there for following up and staying engaged? Well, that’s exactly what we’ll talk about today. As …

How Testimonials Can Drive More Traffic to Your Site (Video)

If you're looking for a way to increase traffic to your website, have you considered using testimonials? Good news: The new testimonial rule for financial advisors has officially gone into effect as of May 4, 2021! We’ve already begun gathering testimonials for a few of our clients and the results …

The 10 Top-Performing Financial Advisor Blog Posts of 2021

If you’re a financial advisor, you’ve likely had these questions go through your mind at some point in your career, “How do I position myself as an expert in the field?” and “How do I stay top-of-mind so I’m the first call when someone realizes they need a financial professional?” The answer to both …

A Real-Life Example of a GREAT Financial Advisor Blog Post

Many times advisors ask me, “What should I blog about?” or “What should I talk about in my marketing?” So, today I want to share an example of a great financial advisor blog post that was both really successful and really memorable. Plus, I’ll show you how you can replicate its success for your own …

Who Is Our Ideal Client? 4 Traits We Look for in a Financial Advisor (Video)

At Indigo Marketing Agency, we got together as a team, identified our favorite financial advisor clients, and picked apart some of the characteristics they share. Whether you’re a new client of ours or are thinking about partnering with us, you may be wondering if you’re a good fit for our …

My Top 10 Marketing Tips for Financial Advisors of 2021

This has been our best year yet at Indigo Marketing Agency, with more marketing tips for financial advisors than ever before. Take a moment to review our top 10 blog posts of 2021! 10. How to Create a Provocative Value Proposition (Webinar) Your value proposition is THE keystone of your …

I Was Featured on Marie Swift’s Podcast! Check it Out Here.

I recently had the pleasure of being a guest on Swift Chats—a video podcast series about best practices in the financial services industry, hosted by Marie Swift of Impact Communications. For those of you who don’t know, Marie and I both run digital marketing firms for financial advisors. And …

How We Help Financial Advisors Build a Strong Marketing Foundation (Video)

https://www.youtube.com/watch?v=0HCC_US5KNMHow much money have you wasted on marketing tactics that promised good results and never delivered? Whenever I talk to financial advisors who are frustrated with their marketing, almost all of them have one thing in common: they don’t have a strong …

Marketing Strategy

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

View examples of top financial advisors we’ve worked with!

Marketing for Financial Advisors

This Month's Webinar

What We Do and How We Help

Our Total Marketing Package

Case Studies: Real-World Financial Advisor Marketing Examples

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