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 …

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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 …

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We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor, a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute.  The November/December 2020 issue was all about behavioral science; …

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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 realize it’s …

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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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