Dorsey Wealth Management
My main marketing challenges was knowing what to do and to be consistent. Especially with my newsletter and social media. I would do it when I had time, so I was not consistent as I should be. My newsletter would take me too much time to write and send out using mailchimp. Now it is so wonderful to have help with this. I wake up in the morning and my newsletter has already been sent out like magic! I feel like the work Indigo did upfront to capture my goals and to understand my business and my voice really helps to create content and social media posts that are in my voice and appeal to my audience. I am especially impressed by how quickly Indigo responded during market down turns such as the coronavirus to send out special newsletters to help my clients understand what it meant for their portfolios and how to best think about it. The quality of the content and technical expertise is top notch! When ever I interact with a team member of Indigo I am impressed by how knowledgeable and responsive they are. Claire put together a great team!
I thoroughly researched other options for marketing help. I chose Indigo because they specialize in advisors who have a niche. I also like that the marketing assistance includes a newsletter, social media posts, SEO and linkedin marketing.
I am feeling like I have great marketing support now. It is a huge relief! I would highly recommend Indigo to others. Whenever I have a question or need any help, they are there to help me or to point me in the right direction.
Darren P. Wurz
Wurz Financial Services
My main marketing challenges are time and expertise. Because I own my own business, I simply don’t have the time to do marketing. Before using Indigo, I used to spend hours trying to come up with a relevant monthly blog post or newsletter to send out. Inevitably, writer’s bloc would kick in and I dreaded the process because it would take me so long to do it. And my time is valuable.
The other thing is that while I have the expertise to work with clients, I’m not so good at putting what I do in words that potential clients will find understandable, relevant and interesting. Indigo is really good at understanding what my potential clients will get and what will grab their attention. They also help me present a very professional, polished look to existing and potential clients.
Indigo makes marketing much easier for me. They free up my time by taking a significant chunk of marketing off my plate and they do an excellent job. I know they do an excellent job because I landed my biggest client ever directly as a result of using their marketing techniques.
Red Clover Financial Planning
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.
The webinar content Claire presents is by far the best content I’ve seen on marketing for financial advisors.
Strategic Financial Planning
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.
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.
Philip A. Board MSFS, CFS
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.
Gateway Financial Advisors
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.
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!
Security Financial Management
I am a partner of an OSJ and multiple office financial planning firm. I love financial planning and running our firm. Marketing is an extension of our office. And I found it important to outsource this function of our firm.
Our goal with digital marketing is client education and lead generation for our advisors. The Indigo team helps us create a marketing strategy and a consistent calendar to keep us on track. Indigo also acts as a liaison between us and and our website provider. Their structure and content gives our team the ability to do our jobs as financial planners. We like writing our our own blogs, but it is difficult to be consistent. If I miss a blog, it isn’t a big deal because the Indigo team has my back. They are very professional, smart, nice and responsive. They also follow up with me, when I have an outstanding task to complete.
Above all, I truly believe they care!