Do you have a defined marketing plan that is proven to get you more qualified leads, referrals, and retain clients?
Or have you been bouncing around trying various strategies to see what will work?
Kinda like throwing spaghetti at a wall to see what sticks?
As an independent advisor, it’s never been more important to develop the right marketing systems to attract, convert, and retain your ideal clients—so you can scale and recession-proof your business in any economy.
We’d like to show you a time-tested, 6-pronged approach that has helped hundreds of independent advisors grow their AUMs by at least 25%, year after year.
MILLSTONE FINANCIAL GROUP
“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 plate. We are thrilled with their work!”
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.”
In this free webinar, Elizabeth Reider, Director of Marketing at Indigo Marketing Agency, reveals this 6-part marketing strategy that countless advisors have used to take their businesses to the next level.
You’ll discover how to:
- Build Trust & Remove Fee Resistance: Master a niche and become a thought leader within it.
- Rank on the 1st Page in Search Engines: Drive tons of traffic to your site with effective SEO strategies and content.
- Strengthen Relationships & Nurture Leads: Create automated email drip campaigns to stay top-of-mind, attract new clients, and retain your existing ones.
- Develop a Consistent Stream of Referrals: Use compliance-friendly case studies and testimonials that build even more trust with current clients.
- Hone in on Your Target Market: Run paid ads that focus on your ideal prospect, so you can effectively convert them to clients—without breaking the bank.
- Fine-Tune Your Website: A well-optimized site can differentiate your brand from other advisors and appeal to your target demographic.
- And much more!
Since 2015, hundreds of independent financial advisors have used this proven marketing plan to scale their businesses while working fewer hours.
As a special limited-time gift, we’re also giving you a FREE 12-month content planning calendar.
This will show you exactly what content to create and how to effectively share it, letting you stay top-of-mind with your target market.
Don’t miss out on learning these methods that are becoming a necessity for any advisor that wants to take their business to the next level.
Register today to reserve your spot!
Meet Your Webinar Hosts
Elizabeth Reider, Director of Marketing
Meet Elizabeth Reider, an experienced professional with a deep understanding of the financial advisory world. Originally on the path to becoming a financial advisor herself, she discovered her true passion in marketing, recognizing the need for quality advice in implementing effective marketing strategies for advisors. Her hands-on experience, from paraplanning to processing ACATs and RMDs, uniquely equips her to understand the inner workings of an independent advisor’s office and their specific needs.
With over a decade as a Chief Marketing Officer for a top-tier independent financial advisor, Elizabeth has witnessed the profound impact advisors have on their clients’ lives. She admires their empathy, knowledge, and dedication, viewing them not just as professionals but as trusted confidants and life coaches. Partnering with financial advisors, she takes pride in supporting their journey to success through strategic marketing.
Elizabeth’s commitment to excellence led her to explore every marketing strategy in the books, understanding what works and what doesn’t in the financial industry.
With a Bachelor’s degree in Information Systems Management from the University of South Florida College of Business and professional licenses in life, health, and variable annuity, she possesses a comprehensive understanding of the various products and services advisors offer, enabling tailored marketing solutions.
As Director of Marketing at Indigo, Elizabeth is passionate about helping financial advisors grow their business, increase productivity, and elevate marketing efforts. With expertise and dedication, she guides advisors on the path to success. Partner with Elizabeth and Indigo to achieve greatness together!