Financial Advisor Client Success Stories

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Helping You Go From Zero to Hero

At Indigo Marketing Agency, we’ve had the pleasure of working with some of the best independent financial advisors across the country. We’ve helped them hone their marketing message, grow their business, and attract more clients they love. It’s always gratifying to help them accomplish their goals. But don’t just take our word for it. Watch these videos for some real-life Indigo Marketing Agency reviews.

Grow Your Business With Indigo Marketing Agency

If you’re ready to level up your marketing game, let’s start talking!

Result

Strategically Outsource His Marketing

Client

Richard Riva

Summary

Richard Riva was referred to us by LPL’s marketing group because he needed help expanding his firm’s capabilities. Since then, we’ve helped him create his yearly marketing calendar, deploy all his blog posts, and manage his social media accounts. Richard says, “We need partners in our business—especially partners who specialize in areas we don’t. Indigo is really good about bringing ideas back to us for how can enhance our message. It’s this collaborative effort that we find the most valuable.”

Result

Get His Time Back

Client

Trent Derrick

Summary

Trent Derrick first came to us because he needed help with time management. As a solo practitioner and financial advisor, his clients demanded most of his time, yet marketing was taking up a large chunk of his day. He needed a group of professionals he could outsource to, and that’s exactly what he found with Indigo. Trent says, “Minutes add up to hours and hours add up to days. Indigo has given me my time back by shifting marketing onto their plate. It helps me free up my time for what I want to do.”

Result

Find Consistency In Their Marketing Message

Client

Candace Henry

Summary

Novi Wealth Partners knew they needed to be consistent with their marketing, but as a small team of eight, they were all stretched too thin to do it themselves. They were drawn to Indigo Marketing Agency because we’re specifically for financial advisors. They knew they wouldn’t have to worry about the content we produced for them and whether it resonated with their audience.

Result

Find More Time To Serve His Clients

Client

Darren Wurz

Summary

Before Indigo Marketing Agency, Darren Wurz was spending hours every week trying to design and write emails on his own (a real struggle, he admits). Indigo has taken that off his plate, giving him more time to focus on his practice and keeping his clients happy. He has peace of mind knowing we’re on top of his marketing and are working hard to make him look professional and polished online.

Result

Stand Out From The Competition

Client

Ricky Biel

Summary

Ricky’s been working with Indigo Marketing Agency for over five years now. He initially came to us because he needed help developing his online voice and standing out from the competition. Since then, we’ve helped Ricky do everything from building a consistent blog and sprucing up his website to generating ideas for webinars and new marketing channels. He’s gotten more visibility online and in his community since working with us. He loves that he’s able to educate clients and prospects on what they do and how they help in a unique way.

Result

Create A Cohesive Marketing Strategy

Client

Kevin Boutwell

Summary

Kevin Boutwell knew his firm’s marketing strategy was inconsistent—and he knew his team lacked the resources and experience to do it on their own. Since partnering with Indigo, we’ve helped build the firm’s brand, create a cohesive and consistent marketing strategy, and focus messaging to promote advisors’ specific services. Kevin says, “Indigo makes our lives easier by coaching us through all facets of marketing.

Grow Your Business with Indigo Marketing Agency

If you’re ready to level up your marketing game, let’s start talking!

What Our Clients Are Saying

Our clients value partnering with a team that understands their vision. But don’t just take our word for it. Hear directly from the financial advisors we’ve helped stand out from the crowd.

I hired Indigo because I wanted to take a more coordinated and systematic approach to my marketing efforts. Indigo was already recognized in the advisor community as a firm that produced results, understood how advisory firms work, and knew the challenges we face, so I decided to try them out.

Unlike other marketing firms that start out at thousands of dollars a month, Indigo made it affordable to get started. They offered a la carte items as my budget permitted, which gave me a chance to try them out without breaking the bank.

I love working with Indigo because they’re nice people who genuinely want you to succeed. They also have a team of in-house marketing and content professionals that would be very difficult and costly (financially and from a time perspective) for me to build out myself.

One major benefit of working with them is their expertise in crafting well-written customized articles and blog posts. Writing content is the last thing I want to spend time on nor is it something I’m especially skilled at. However, I’ve come to realize that this customized content is at the center of any marketing campaign. The benefit of working hand-in-hand with Heidi to help me craft my 12-month content calendar has been invaluable.

I also love that they take care of all of my social media posts on a regular basis (at least 3x a week). This is something that could easily be a time suck for any advisor and is well worth the minimal cost to delegate to a professional.

If you’re an advisor looking for a marketing firm, try Indigo out for at least 6 months. It’s a very affordable way to jump-start your marketing efforts.

As financial advisors, we often encourage clients to turn to experts when they don’t have the time or resources to do something themselves. We thought this made sense for us to do as well. Not only did we want Indigo’s expertise, but we felt doing our own marketing wasn’t a good use of our time considering all that we have on our plate when it comes to helping our clients.

I want to thank you for the outstanding work Indigo Marketing has done for my business. I believe I started with Indigo a little more than a year ago. I was skeptical for a while, I was concerned whether it was making a difference for my business and the bottom line.

Beginning in the 4th quarter of 2020 I began seeing an increase of referral business. Mostly from my existing clients, but also from individuals I added to my marketing campaign.

This last quarter – Q1 2021, I have gathered more assets under advisory than any year I have been an advisor! My GDC is up 53% from same time last year! Granted this is only one quarter, but I am looking forward to an outstanding year!

The quality of the referrals have been excellent — the kind of people I like to work with — friendly, hardworking, intelligent, and rewarding to have as clients. All A+ clients!

My account manager is excellent to work with, always listening to my suggestions, keeping me focused, and getting the articles done for me.

Claire, thank you for everything your team has done. I couldn’t be happier with the results!!

Working with Indigo is probably the best thing we’ve done for our marketing in 2 to 3 years. Their package is certainly the best value for our dollar of any marketing strategy we’ve tried. The Indigo team has taken all the heavy lifting off our plant. We are thrilled with their work!

I originally hired Indigo Marketing Agency because I needed a turn-key marketing program that would help me build my digital presence. And that’s exactly what Indigo does. They take care of all my social media and digital marketing, which, in turn, frees up my time and energy to focus on providing personal service to my clients.

If you’re an LPL advisor considering Indigo, my advice is to commit to it. You can’t afford not to do it!

Since we have started working together on my content marketing strategy, I’ve noticed some strange things happening. While I can’t point to one blog post or email that caused a new referral or lead, I’ve noticed more awareness of what I do and how I help my clients.

On Facebook, I’ve been getting private messages saying, “Can we set up a time to talk?” While I was riding my bike with my cycling group, a woman I’ve known for years said she needs to set an appointment. She ended up investing over $1 million with me.

The common thread is that I’m connected to these folks on social media and they’re seeing my posts. Some people read my blog posts and updates and ask how I’m able to get all this marketing done. They know that it’s custom and personal, but they also know I’m very busy. It’s great to have my network become more aware of how I can help and to make it easier for people to find me when they need help.

We just got a brand-new client who called us; she had been following us on Facebook and reading our posts. She and her husband recently retired and came in for their third appointment to sign papers. That new account paid for our marketing services 10 times over this year.

Every time we send out an email, we get a few new leads. One business owner sent me an email to set up an appointment to review his 401(k) and another acquaintance requested a phone call after seeing my posts on Facebook. This afternoon, I received an email from a lawyer looking to set up a retirement plan for their law firm. I don’t know if it’s a coincidence or not, but last month I had the best month in my career, so I am looking forward to the future.

Wanted to give a shout out to the great folks at Indigo. They delivered on all promises and produced first class content, customized for my firm. Easy to work with and highly professional. Highest recommendation!

Deciding to work with Indigo Marketing was one of the best decisions I made in 2019. Thanks for all you do to make me and my firm stand out.

We want to give you props for the Social Security Workshop. We had 25% of our attendees come from either LinkedIn or Facebook. Had a fantastic turnout; 41 people showed up and 10 of them from the marketing you created and pushed out. Thank you!

Still Not convinced?

Responses From Our Recent Client Satisfaction Survey

We surveyed our financial advisors to hear about what they value most about our services and their partnership with Indigo. Here’s what they had to say.

Question

In your own words:
What does Indigo do for you?

“You are taking a lot of the work off our plate.”

“You save me time.”

“Indigo takes marketing work off my plate so I can focus on work with clients.”

“Handling technology/writing that I’m not good at.”

“You guys are great at content creation and very willing to adapt and make new content when requested. Content is well written and well sourced and customized to my practice.”

“Prompt response. Caring employees.”

“Freeing up more of my time.”

“The quality of the work you produce for me, it’s excellent. As well as the service from your team.”

“High touch, easy access to your team.”

“Creative ideas and responsiveness.”

“Your knowledge of our industry and ability to deliver a timely article that grabs the reader’s attention.”

Question