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As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. With so much going on, it can be challenging to keep track of everything. That’s why we’ve identified the top 41 financial …

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On his podcast Bridging The Gap, host Matt Reiner recently welcomed our founder, Claire Akin, to dig into the basics of embracing a speciality and the importance of marketing “you” as a person and not necessarily “you” as a brand or company—just to scratch the surface! This is a must-listen for …

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We’re happy to announce that Indigo Marketing Agency was featured in Bob Veres’s August 2022 issue of Inside Information, a go-to resource for financial planning, financial advisor, and investment advisor professionals. In every issue, Veres delivers cutting-edge discussions with the industry’s …

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If you’re one of our current clients, then you’ve probably had the privilege of working with Elizabeth Reider—one of our superstar Account Managers. An incredible asset to our team, Elizabeth spends a great deal of her time working with financial advisors, helping them tell their stories and answer …

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Join me in this quick video where I discuss 8 of the 12 top pages:https://youtu.be/1kQcpgptixADoes your company have top-performing website pages? What makes a good financial advisor website? We’ve worked with thousands of advisors across the country. And after analyzing data for our 30 …

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If you feel like you’re in a crowded space as a financial advisor, it’s because you are. There are over 300,000 advisors in this country (including seven in my office building alone). The financial services industry is getting more and more competitive every single year. Now more than ever, you …

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Why do people really hire a financial advisor? As a financial professional, I’m sure this question has crossed your mind at least a dozen times. But in order to answer it, you have to look at why people buy any type of product or service. I once heard it said, “People buy aspirin. They don’t buy …

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If you’re one of our current clients, then you’ve probably had the privilege of working with Heidi Wilson—one of our superstar Account Managers. Heidi is an incredible asset to our team and spends a great deal of her time working with financial advisors, helping them tell their stories and answer …

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FMG Suite is arguably the largest financial advisor marketing platform out there. It’s no surprise that when people find Indigo Marketing Agency, their first question is: What makes us different from FMG Suite? Believe it or not, I used to work at FMG Suite before I started Indigo Marketing …

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Explore the 12 Best Books for Financial Advisors I’ve read hundreds of books for financial advisors over the years. Some of them were okay and others completely revolutionized the way I do business. As a financial advisor, I know you’re busy. You don’t have time to waste on “yet another book” …

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Today I want to talk to you about a subject I’m passionate about: putting your pricing and services front and center on your website. There are so many advisors who are hesitant to do this (and most don’t have their fees listed on their sites at all). Watch this short video to learn three …

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Many financial advisors who are just getting started with their digital marketing often ask, “How often should I email my network?” Like most things in life, there’s no definitive answer.   A recent Morningstar study shows that 36.6% of clients prefer monthly emails, while 30% prefer weekly …

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I was recently invited to be a guest host on ProudMouth’s Top Advisor Marketing Podcast. We spent time talking about:  Underused marketing tactics that are absolute gold for advisors Leading and lagging indicators of marketing success Two marketing tactics that give you the most bang for …

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Who are you called to serve? The answer to this question should be at the very heart of your marketing message. When I went to business school and studied marketing, the biggest takeaway I learned was that those who are intimately aware of their clients’ needs are the ones who become the best …

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There are tons of advisors out there who still send their clients market commentaries each week like clockwork. (I know because I’m on several of these email lists and see the same commentaries sent out dozens of times.)Today, I want to challenge the assumption that market commentaries are a good …

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Do you ever wonder how your business compares to other advisors? Watch this short video to find out: How much AUM the average advisor manages How many clients they have on average How many advisors are in the US The average age of financial advisors How much money financial …

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Marketing for financial advisors is a long-term game. It generally takes one year from the time someone learns about you for them to officially move over their accounts. Still, there are certain indicators you can look for to know whether or not your marketing is working.  Watch this 3-minute video …

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