About Bryan Lee, CFP®
Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. In addition to being a Certified Financial Planner (CFP®) practitioner, his educational background includes an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton.
Learn Why This Independent Financial Advisor Chose Indigo Marketing Agency
What do real-life clients have to say about working with Indigo Marketing Agency? In this series, we talk with independent financial advisors to bring you the inside scoop on what it’s like to work with us.
In this client profile, I’m pleased to introduce you to Bryan Lee, CFP®, the founder and president of Strategic Financial Planning, an independent, fee-only financial advisory firm located in Plano, Texas. With over 25 years of industry experience, Bryan uses a unique client-first financial life planning approach and process to help his clients get the most out of life.
This is what he has to say about working with Indigo Marketing Agency.
1. What are your main marketing challenges?
Answer: One of our biggest challenges is clearly articulating in our website and marketing materials who our ideal clients are and how we can best help them. Just dedicating the time and resources consistently to marketing was a challenge, and we knew Indigo would help us make that commitment to marketing without requiring extra time on our part.
2. What inspired you to look for help with your marketing?
Answer: 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.
3. How did you come across Indigo Marketing Agency?
Answer: I was referred to Indigo by my friend and study group member Michael Donahoe at Harvest Asset Group, who sang their praises.
4. Why did you decide to work with us instead of another firm?
Answer: The referral from Michael gave you instant credibility. Plus, I was very impressed by your direct, no-nonsense, non-salesy approach—which was the opposite of what I often see from other marketing consultants.
I liked that there wasn’t a long-term contract, so I could cancel at any time. This is similar to the model I use with my clients. If they don’t continue to provide value to my firm, then Indigo knows I will no longer be a client. This is a great incentive for Indigo to continue earning their fee. Plus, it’s a business model I like and am comfortable with.
Each member of my team did their own due diligence and gave a thumbs-up to moving forward with Indigo as well.
5. What are the key things we’ve helped you with so far?
Answer: So far, Indigo has helped us do three major things:
- Improve the SEO of our website and blog.
- Coordinate the marketing language and images across our website, blog, Google Business Profile, and social media.
- Develop a blog content calendar.
6. How are you feeling about your marketing now?
Answer: I’m very pleased with Indigo’s work so far and expect to see our SEO and target prospect flow continue to improve.
7. What are your business goals for 2020?
Answer: We would like to see our revenue grow at least 20% while only adding ideal new clients. We’d also like to see a 100% retention rate with our existing clients, which we believe is attainable with the help of Indigo Marketing Agency’s team.
8. Who would you recommend using Indigo Marketing Agency?
Answer: I’d recommend any financial planning or wealth management firm that wants to grow with targeted clients while refining their ideal marketing plan for their business.
I’d like to thank Bryan Lee, CFP®, of Strategic Financial Planning for sharing how Indigo Marketing has helped his firm. We’re thrilled to work alongside an independent financial advisor whose values align with ours—and we’re excited to see what 2020 has in store for Strategic Financial Planning!
Do you have questions or concerns about your current marketing strategy? We’d love to chat with you about how we can help. Schedule your free strategy call here.