What makes Indigo Marketing Agency different?
We understand independent financial advisors because I used to be one. My father is an independent financial advisor with LPL Financial, and I grew up in the business. I worked as an advisor for years before I realized that marketing is my true calling. I understand the industry, compliance, and what advisors are looking for in their marketing. I’ve worked with over 500 top financial advisors on their websites, social media, and marketing.
Why do advisors work with Indigo Marketing Agency?
Most of our advisors work with us because they want a custom solution. They may have a unique specialty or want 100% control over the way their story is told. There are a lot of great generic marketing solutions out there, but at Indigo, we create custom marketing to fit your firm and tell your story.
How can you help me with my marketing?
We help top advisors with a true specialty to create custom marketing plans. Our most popular services include our Independent Websites for Independent Advisors, our Search Engine Optimization service, and our Monthly Marketing Package, but we can also help answer your questions and work with you on project-based marketing campaigns.
Do I need a new website?
About half of our advisor clients have their websites on a popular platform for financial advisors like FMG Suite, Advisor Websites, or Twenty Over Ten. The other half have custom sites, including WordPress. We’re happy to work on any website platform and are familiar with all of the popular options. If you need a new website, we offer Independent Websites for Independent Financial Advisors.
What about compliance?
We know that compliance is an important concern, and we work with all of the major compliance departments. All of the content we create goes through compliance before being published. Once it’s approved for public release, we post it on your website, where it is accompanied by proper disclosures. We’d be happy to help you navigate through the compliance rules with social media. You’ll need to have approval from your compliance department and archive your social media posts with Erado or Smarsh.
How do you work with compliance?
We can work directly with your compliance department to submit content on your behalf and make required changes. If you’re using FMG Suite for your website, we’ll upload your content to your compliance department using the built-in interface. After it’s been reviewed, we’ll make any required changes and resubmit on your behalf, so you don’t have to worry about it.
Do I have to use social media?
The best time to start using social media is three years ago or today. The advisors I work with get hundreds of visits to their website from social media. But don’t worry, you don’t have to concern yourself with the confusing hassle that social media can be. We’ll create your social profiles and log in on your behalf to share your content and grow your network.
How do you create custom content?
We use a survey to understand your background, your story, and your firm. Once you choose a topic for an article or blog post, just send us some notes or additional resources that might guide our experienced writers, who are CFPs and CPAs. We write with your ideas, investment philosophy, and personality in mind. We’ll send a draft for you to review and make any changes you’d like. Once approved, we’ll send the content to compliance.
How will you send out my content?
We send out your content through several channels to get maximum exposure. This includes:
- Your website as a blog post
- By email to your clients and prospects
- On LinkedIn as a publication (which notifies your network)
- Within your LinkedIn groups
- On Facebook as a “boosted post” targeting your clients and their friends
Can you help with my social media profiles?
Creating and optimizing your social media profiles is part of the setup process for our Monthly Marketing Package. If you aren’t on social media, don’t worry, we’ll set up your profiles and pages for you.
What about Search Engine Optimization (SEO) for my website?
While most SEO firms charge high monthly fees and require at least a one-year commitment, our one-time SEO Package for Financial Advisors is designed to deliver maximum impact by completing the most important SEO tasks for your business. Learn more here.
Should I be using Facebook or LinkedIn ads?
Facebook and LinkedIn ads are a great way to reach more qualified prospects. As part of our Monthly Marketing Package, we’ll run your Facebook or LinkedIn ads at no additional charge.
I already write content, how can you help me?
Many of the advisors we work with write their own content. For a discounted rate, we can provide a helpful second set of eyes to edit and proofread your content. Additionally, we upload, promote, and deploy your content for you, taking those time-consuming tasks off your plate.
Can you help me promote my events?
Our Event Marketing Package is part of our Monthly Marketing Package and is designed to get the maximum exposure and positive response from your upcoming event. The package includes an event page on your website with online RSVPs, event marketing emails, and more. Learn about the package here.
I work with 401(k)s. Can you write content for my niche?
Many advisors worry that their specialty is too technical for our writers. However, we work with top advisors and third-party administrators to create custom content about the latest 401(k) and ERISA news. If you’d like to learn more, ask us for article samples that are similar to your unique niche.
I work with 403(b)s. Can you write content for my niche?
Yes, we have a 403(b) specialist on our writing team!
I work as a 3(16) fiduciary on Defined Benefit plans. Can you write content for my niche?
We sure can. We have a pension plan specialist on our writing team!
I work in institutional cash management for school districts in Texas. Can you write content for my niche?
You bet! The more narrow your niche, the more your content will impact your clients and prospects. Schedule a free consultation with us today to discuss your particular niche and how we can help you share your unique expertise!
