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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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  Since the coronavirus hit, it’s been tough to meaningfully connect with your network virtually. I have been getting a lot of questions from financial advisors asking how to record your own videos so they can communicate with clients and share important information. So today I want to walk …

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We all know that financial advice is a trust-based business. Whether you’re speaking with prospects or discussing recommendations with current clients, trust is critical to your conversations. But how can you build and increase trust working virtually in today's world? Especially during tough …

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Why I Love Marketing for Financial Advisors: I love marketing and I love working with financial advisors. When I started Indigo Marketing Agency in 2015, my goal was to make marketing for financial advisors easy and fun. Whether someone used my services or followed my content and implemented the …

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When I work with advisors to grow their businesses, we always start with assessing their email list. Email is still the bread and butter of marketing. But if you’re not growing your email list, it’s probably shrinking due to a small number of people unsubscribing each month. Here are my tips for …

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Please join us to learn from financial advisor and technology consultant to advisors, Arielle Minicozzi! In this exclusive webinar, we’ll share her secrets of The Advisory Practice of the Future.  Arielle will share how she helps top advisors create their technology systems to run their firms …

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New Updates to Your Marketing Package In this short video we share some of the updates we are adding to the marketing package. You will find a survey below as well, be sure to fill it out to stay on track. Fill Out Your Marketing Package Topic Survey Please take a few minutes …

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After completing an SEO project, we like to go back and learn how we did and consider what we might improve upon. Here are the questions that we ask about each project: How much traffic is being driven by search? How does that compare to our previous search volume? Should we make …

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I was going to call this blog post “The Top Five Podcasts for Financial Advisors,” but then I ran the post by my dad, who happens to perfectly embody my target audience, and he asked, “What’s a podcast?” So, let’s start from the beginning. What is a Podcast? A podcast is a radio show. Don’t let …

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This month’s exclusive webinar is Website Copywriting for Financial Advisors with guest expert Gerry Black. One of the points Gerry makes during our webinar is the importance of the main headline on your homepage. Most advisors are making a critical mistake with this piece of prime real estate: …

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