Do you have a marketing calendar?

If you’re like most financial advisors, you probably don’t have a marketing plan in place and haven’t created a dedicated marketing calendar for your firm. We can help you with this. Take a look at our sample marketing calendar for financial advisors.

Our Referral Generation Package is our most popular marketing package because it helps advisors stay in front of their network with a minimum investment of their time.

Each month, we create original, custom content catered to each advisor’s ideal clients. We deploy the content to their website, by email, and across social media.

Staying top-of-mind and reminding people what you do and how you can help makes it easy for them to refer you when they come across someone who needs your help.

But what type of content is the most effective for generating referrals? Check out our sample marketing calendar to review our top-performing topics for advisors!

See Sample Marketing Calendar for Financial Advisors

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Get Started on Your Marketing Plan and Enjoy No Setup Fees

For a limited time, enjoy no setup fees and we’ll:

• Create and optimize your social media profiles (LinkedIn, Facebook, and Twitter).
• Set up your email marketing engine.
• Design your custom email marketing template.

About Claire

Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving financial advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It’s her goal to help advisors leverage technology to grow their businesses.

To get started now, fill out the form below.