There are more than a few reasons to look forward to 2021. Here at Indigo Marketing, we feel that too. So, we wanted to give you a sneak peek into what the financial advisor landscape may look like next year, starting with what the most current trends are today.  What The Statistics Say Right now, …

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Struggling to figure out the best niche for your firm? You’re not alone. When a financial advisor tells us they need help to select their niche, we recommend they do three things:  Watch our workshop webinar on embracing a specialty. Send out a client survey. Create a “Who We Serve” …

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Millennials—you either love ’em or you hate ’em. They’re passionate about causes like sustainability and social responsibility, but they’re also upending traditional American institutions like marriage and casual dining.  Either way, millennials now make up the majority of the global workforce, …

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I released my latest book, The Marketing Guide For Financial Advisors, about a year ago. It’s always nerve-racking to pour your heart and soul into a book because you never truly know what people will think.  But I’m happy to report that The Marketing Guide For Financial Advisors has received …

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 Our Total Marketing Package is designed to keep you in front of your network and capture the urgency your prospects and clients may be facing. We do that through the following methods: Setting up and optimizing your social media profiles Our top-rated search engine optimization …

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Send video messages with Loom for easy communication with clients.   How many times has this happened to you? You get an email from a client saying they can’t locate a financial document in their web portal. No biggie. You know exactly where to find it. But as you begin to respond, you …

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Picture this…you need to send a quick update to your email list. You go to log into your email marketing system, but you can’t remember the password. You try one password. Wrong. You try another password. Still wrong.  By this point you’re panicking. You don’t want to lock yourself out of your …

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Webinar marketing for financial advisors is the key to unlocking high conversion rates. If you’ve spent any time on my website or reading my blogs, you know I really like webinars. Way back when I was working at one large marketing firm serving advisors, I ran a statistical analysis to see which …

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You have probably gotten a few emails by now inviting you to follow a company’s LinkedIn page. It is a new feature that LinkedIn released recently. Today we’re going to teach you how to invite people to follow your LinkedIn company page! It’s a quick three-step process that only takes a few minutes …

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Financial advisor blogging really isn't complicated, however, many advisors who are just getting started with their marketing know they should be producing content, but they have no idea what to write about. You want to cover the topics and questions your ideal clients are thinking about, but where …

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Most of the advisors I work with are true specialists, so they want their website and brand, presentations, and social media profiles to be truly unique. The best way to make an impact through your marketing imagery is with original photography of you, your office, and your team. Beyond a great …

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What are the trends in business for 2020? Well, the financial services industry has experienced a lot of change these past six months. There’s no denying it. The real question is, what trends have emerged from these economic and social changes? And how can advisors use them to their advantage? At …

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At Indigo Marketing Agency, we’re always looking for ways to better serve financial advisors. One way we do this is through an annual client survey.  On May 31, we sent out an email to our current clients asking them to fill out a 5-minute survey online. All the questions were open-ended to …

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At Indigo, we’re constantly searching for innovative ways to improve financial advisor digital marketing. Over the past few years, we’ve seen a surge in advisors wanting to use a YouTube channel to advertise their services—so much so that we’ve decided to offer YouTube channel setup and optimization …

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12 Indigo team members offer their best tips for working from home—even with young kids.  At Indigo Marketing Agency, our team has been fully remote for over five years now, so we've compiled a list of our top tips for working from home. We’re mostly made up of work-from-home moms with young kids …

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Some things never change. In marketing, we hear a lot about social media, YouTube, Instagram, and Facebook ads. Marketing companies may try to sell you on fancy marketing funnels or new secrets. But really, how do we know what's the most important marketing strategy for financial advisors? The …

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Indigo Marketing Agency was recently mentioned in the April 2020 edition of Bob Veres’ Inside Information, a monthly editorial published exclusively for leading financial professionals. This month’s issue is all about Marketing for Hire: A remarkable number of marketing resources are now available …

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