Marketing Strategy

Podcast: What Makes Your Firm Different? With Maribeth Kuzmeski of Red Zone Marketing (Listen Now)

Join us with Maribeth Kuzmeski of Red Zone Marketing to unlock what makes your firm truly different. In order to get referrals and new clients today, advisory firms need to stand out from the crowd. But that's not always easy. In this episode of our financial advisor marketing podcast, Maribeth will …

How To Communicate With Your Clients During Market Volatility

The U.S. stock markets had the worst day of the year on Monday, reacting to news of escalating trade issues with China and fears of an economic slowdown. After the Dow closed down 767 points, investors are understandably nervous. But as a financial advisor, how should you communicate with your …

Podcast: How to Get More Referrals With Bill Cates, The Referral Coach (Listen Now)

Join us on the top financial advisor podcast with Bill Cates, referral coach to top financial advisors, best-selling author, and Hall of Fame keynote speaker to discuss how to get more referrals without feeling uncomfortable. Bill will walk us through everything you need to know to acquire more …

This Month’s Webinar: What We Do & How We Help (Watch Now)

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 top independent financial advisors and exactly what's included in our total marketing package. 1. The truth about marketing …

Podcast: How to Stand Out From the Crowd with Marie Swift of Impact Communications (Listen Now)

Join us on our financial advisor success podcast with Marie Swift, President and CEO of Impact Communications, a marketing communications and PR firm for financial advisors. Marie helps advisors shoot videos, record podcasts, and improve their digital presence. In this episode, she'll reveal: …

The Marketing Podcast for Financial Advisors, Episode 2: The Truth About Marketing for Financial Advisors

You are invited to The Marketing Podcast for Financial Advisors! But what is it, you say? Watch this short video to learn why we created it, what we'll cover this season, and how to listen now. Check out Episode 2: The Truth About Marketing for Financial Advisors today! The Truth About …

Introducing The Marketing Podcast for Financial Advisors! (Listen Now)

Today, I am proud to announce The Marketing for Financial Advisor Podcast! We've partnered with top advisors and industry experts to create a powerful audio series to explain everything you need to know to grow your advisory firm through marketing. We'll cover what works in marketing today, …

Guest Podcast: Creating A Memorable Personal Brand (Listen Now)

This week, I am excited to be a guest on The Female Insight Zone, a popular podcast hosted by Maribeth Kuzmeski of Red Zone Marketing. Maribeth is also the founder of Red Zone Leadership Foundation, a 501(c)(3) formed to cultivate leadership skills of female professionals. In this 15 minute episode, …

How Does Ken Fisher Follow Up With Prospects?

Have you ever wondered how Ken Fisher’s firm, Fisher Investments, gets new clients? I’m always watching top financial advisors to see what they’re doing, and recently I snooped around Fisher Investments to take a look at their marketing strategy and how they follow up with prospects. If you’re …

How To Ask People To Join Your Email List

After last week’s post, How To Add People to Your Email List (Video), I received a great question from one of my readers. Neil asked, “How would you suggest to approach those people to put them on an email list? In other words, what would you say to them?” This is a great question, as we always …

The Ultimate Guide To Creating Your First Marketing Webinar (For Financial Advisors)

What if every visitor to your website spent 30 minutes with you to understand your background, what makes your firm different, and how you can help them? How would that impact your lead conversion rate? This is where a marketing webinar lends a hand. Most of the advisors I work with have …

Save $300 On The Advisor Thought Leader Summit In Kansas City

Two of my favorite financial advisor marketing experts are Maribeth Kuzmeski (Red Zone Marketing) and Marie Swift (Impact Communications). In fact, I first met Maribeth way back when I was a financial advisor with LPL Financial. I was so impressed with her branding that I modeled my own firm after …

How People Really Choose a Financial Advisor

There’s a lot of confusion out there about how independent financial advisors get new clients. Marketers and business coaches may tell you that top advisors are raking in new clients with radio shows or Facebook ads. But the reality is that with all the technology in the world today, people are …

The Truth About Marketing For Financial Advisors

Every day, I make a point to spend at least an hour on the phone with independent financial advisors talking about their marketing. We review what they’ve tried in the past, what has worked, and what was a waste of money. Through these conversations, I uncover a fundamental misunderstanding that …

How to Set Up and Optimize Your Twitter Profile

While Facebook and LinkedIn might be the first social media platforms to come to mind for financial advisors, Twitter is also a valuable resource to take your business presence to the next level. As part of our Referral Marketing Package, we create and optimize all of your social media profiles for …

The 5 Top-Performing Financial Advisor Blog Posts of 2018

If you’re an advisor who hasn’t done much marketing before, you may wonder how top financial advisor blog posts increase online presence and get more referrals. It’s all about positioning yourself as an expert and staying top-of-mind. At Indigo Marketing Agency, we work with top advisors to use …

Check Out Our Sample Marketing Calendar for Financial Advisors

Do you have a marketing calendar? If you're like most financial advisors, you probably don't have a marketing plan in place and haven't created a dedicated marketing calendar for your firm. We can help you with this. Take a look at our sample marketing calendar for financial advisors. Our …

The 8 Technologies You’ll Need to Create Your First Webinar

After last week’s blog post, 8 Reasons Webinar Marketing Is so Promising for Financial Advisors, I got several questions from advisors about the best technologies for creating webinars. I’ll be honest, DIYing your own webinar is a lot of work. But if you’re fairly tech-savvy and ready to put in 8-12 …

Marketing Strategy

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

Get My Marketing Secrets for Independent Financial Advisors