What makes Indigo Marketing Agency different?

At Indigo Marketing Agency, we help independent financial advisors reach more people by staying top-of-mind with custom content marketing. We know that marketing only works when it’s done consistently, so we do your marketing for you so you can focus on what you do best. We’ve worked with over 500 top financial advisors on their websites, social media, and content marketing strategies.

Why do advisors work with Indigo Marketing Agency?

Most of our advisors work with us because they want a custom marketing 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 on a regular basis to fit your firm and tell your story.

How can you help me with my marketing?

We help top advisors to stay top-of-mind with their network through content marketing. Our most popular service is our Total Marketing Package, which includes everything you should be doing from a marketing perspective. We also create custom webinars for advisors. Other services include websites, copywriting, and search engine optimization (SEO).

Do I need a new website?

Yes, your website is the hub of all your marketing activity. About half of our advisor clients have their websites on popular platforms 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 websites on the WordPress platform.

What about compliance?

We know that compliance is an important concern and we work with all of the major independent broker-dealers. 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 to minimize the time you have to spend on your marketing.

Do I have to use social media?

The best time to start using social media is 10 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. We do work with some advisors who do not use social media for various reasons.

How do you create custom content?

We use a survey process 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
• On Facebook targeting your clients and their friends
• On Twitter as an update

Can you help with my social media profiles?

Creating and optimizing your social media profiles is part of the setup process for our Total 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. It is included in the setup process for our Total Marketing Package.

Who is my main point of contact at Indigo Marketing Agency?

Teresa Raju is our marketing consultant and sales representative who can help answer any questions about your marketing strategy and how we can help. Once you sign on as a client, Kelli McLeod will be your account manager and will take care of setting up your account and creating your custom marketing calendar.

How does the onboarding process work?

First, we schedule your initial kickoff call to review your story and background, customize your marketing strategy, and build your marketing calendar for the first year. 

Next, we set up and optimize your social media profiles, email marketing system, and marketing metrics system. This allows us to send you marketing metrics reports each month so we can see how your strategy is performing.

Finally, we will get you connected with your content coordinator who will send you your custom articles each month, make sure that you stay on schedule, and coordinate compliance approval of your articles.

How often do I receive an update on my marketing strategy and metrics?

You will receive a monthly report through Databox with a link and PDF file to review your marketing performance. This report will address how much traffic is coming to your website,  where that traffic is coming from, and how your social media profiles are performing.

What is a reasonable expectation for me regarding new referrals from the increased activity?

The success of your marketing depends on many factors, including the size of your current network, your current marketing activities, and how much you have been embracing a specialty in the past. 

• It is our goal to increase your marketing activity by:
• A 50% increase in traffic to your website within the first 60 days
• An increase in referrals and awareness of your firm within 3 months
• An increase in leads and new business within 6 months to one year

Do I select the topic for the monthly blog article?

Yes, we work together with you during the kickoff call to create the custom topics for your marketing calendar. You can always adjust your marketing calendar or add new topics as ideas come up.

Do I get to edit the blog article prior to posting?

Yes, we send your article to you every month by email so that you can edit it and approve it before it goes to compliance.

How do you help advisors get more referrals?

We build that in your marketing calendar and recommend that at least quarterly you remind clients that you grow by referrals and you’re never too busy to help someone they care about. Articles to encourage referrals include “Do you know anyone who needs our help?”

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?

As part of our Total Marketing Package, we help to get maximum exposure and positive response from your upcoming events. This includes creating a registration page on your website, promoting your event by email, and sharing on social media.

I want to embrace a specialty, but I’m not sure which is right for me. What’s the best way to figure that out?

Before you invest in your marketing, you should decide whom you want to target. The best process for this is to go through our Workshop Webinar on How to Choose Your Niche and Create a Radically Relevant Marketing Message. Once you’ve decided on your specialty, we’ll communicate it throughout your marketing.

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. We actually have a writer on our team that is a 401(k) and pension specialist. 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!

What’s the best way to learn more?

This webinar on What We Do and How We Help is the best way to learn more about whether we’re the right fit for your firm. You can also schedule a free consultation with us today to discuss your particular niche and how we can help you share your unique expertise!