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 …

Continue Reading

12 Best Books for Financial Advisors [Ebook on Digital Marketing Services] 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 …

Continue Reading

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 reasons …

Continue Reading

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 …

Continue Reading

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 …

Continue Reading

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 …

Continue Reading

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 …

Continue Reading

Do you ever wonder how do you compare to other financial advisors? Watch this short video to find out: How much AUM the average advisor manages Number of clients they have on average How many advisors are in the U.S. The average age of financial advisors How much money financial …

Continue Reading

Indicators of marketing success vary among industries. 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 …

Continue Reading

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; …

Continue Reading

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. Let's start with what the most current trends are today.  What The Statistics Say Right …

Continue Reading

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” …

Continue Reading

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, …

Continue Reading

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 …

Continue Reading

 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 …

Continue Reading

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 …

Continue Reading

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 …

Continue Reading

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 …

Continue Reading