Podcast: How to Get More Referrals With Bill Cates, The Referral Coach (Listen Now)

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Join us on the top financial advisor podcast with Bill Cates, referral coach to top financial advisors, best-selling author, and Hall of Fame keynote speaker to discuss how to get more referrals without feeling uncomfortable. Bill will walk us through everything you need to know to acquire more clients you love working with, including:

1. Get more referrals without begging or pushing.
2. Turn your referrals into personal introductions.
3. Set more appointments that stick.
4. Convert prospects into clients at a higher rate.
5. Bill’s proven referral advantage system

Free Report: multiplyyourbestclients.com
Bill’s Coaching: referralcoach.com

Listen to our top financial advisor podcast now, or download and subscribe on iTunes to listen on your commute!

You can listen to the first three top advisor podcasts here:

1: Introducing The Marketing Podcast for Financial Advisors

2: The Truth About Marketing for Financial Advisors

3: How to Stand Out From the Crowd with Marie Swift of Impact Communications


Thank you so much for joining me for this episode of the podcast. Today we’re going to talk about a really important subject. We are going to talk about how to get more referrals and personal introductions. I am really excited about the guest. We have Bill Cates, who is a referral coach to top financial advisors. He’s a bestselling author. He’s a hall of fame keynote speaker, and he is one of my personal mentors and heroes in our industry. 

I’ve known Bill for a lot of years, and I really believe in what he teaches. He teaches advisors how to multiply their best clients, and the activities and the strategies that he teaches are really usable. They’re not quirky sales pushing tactics. They’re things that you actually feel comfortable saying to your clients, and they’re really effective. Advisors who work with Bill end up growing their businesses in the future. He provides online programs, keynote speaking, and also coaching and accountability calls. I just want to welcome Bill to the program.

Bill Cates

 Thank you, Claire. Great to be with you.

Claire Akin

Bill, you and I met way back when years ago when I was with FNDC, and I remember you came to one of the conferences we were having, and you did the keynote speech, and I remember it was so good that the CEO of FMG Suites said, “We’ve got to hire this guy to teach our sales team. He’s so motivating. His speech was so good. We’ve got to hire him for our own in house sales team.”

So I can attest to that your keynote speeches are fantastic, and you also have a really cool background. I know you’ve climbed Mount Kilimanjaro. I know that you used to live on a houseboat. Tell us a little bit about your background and what you’re excited about personally today.

Bill Cates

I’m a little bit of an adventurer, I guess. I mean, I haven’t climbed Everest or anything like that, but every year I try to have three types of vacations. I want to go somewhere in the world, or the country, that I haven’t seen before and be a little bit of a tourist. I want to go lay on a beach somewhere for a week and do nothing, or even longer if I can, and I want to go on an adventure. So I’ve climbed Kilimanjaro, I’ve trekked in the Himalayas, I’ve camped in the Arctic Circle. 

The houseboat I lived on was in Kashmir, India, and it was a while ago. It was before there was a lot of violence in Kashmir that’s been happening off and on, and I lived in a houseboat on a lake called Lake [inaudible 00:02:44]. Just crystal clear. You can see yourself in the water. Just a beautiful part of the world.

My next, working on an adventure to go mushing, to go dog sledding in Finland with a friend of mine.

Claire Akin

 Oh wow. That’ll be fantastic.

Bill Cates

 Yeah, fantastic and cold.

Claire Akin

Absolutely. Great. Why don’t you tell us a little bit about where you see the biggest opportunities for financial advisors today. I know you work with a lot of different advisors from different backgrounds, and what are you excited about when it comes to marketing for advisors?

Bill Cates

Sure. I’ll tell you, I’ll start with the biggest challenge, and as you know inside a challenge can be an opportunity. The biggest challenge I see is just reaching people. It’s just the world is so noisy now. It’s been estimated that the average person gets 3,400 marketing messages a day. Just crazy, and of course the brain is just looking, “What do I pay attention to? What do I don’t pay attention to?” It can even be stressful.

With that, one of the other challenges we face is, one of the big objections we face, is prospects’ inertia. Right, they’re either moving in a certain direction, they just don’t want to change, or they’re doing nothing and they got their head in the sand and they don’t want to change. Sir Isaac Newton in his first law of motion says, “A body in motion tends to stay in motion. A body in rest tends to remain at rest unless acted upon by an outside force.” So guess what, we’ve got to become that outside force to give them a little metaphorical shakeup and say, “Hey, this is important. Pay attention to this.” That’s the challenge. 

Now, how do we get through that? What’s the opportunity? Well, I’m writing a new book, actually, which addresses that. So this is a way for me to get that plugged, but it’s called “Radical Relevance”, and it’s all about how we bring a more relevant and compelling message so people will pay attention to what we have to say, that it’s not generic in nature, but it’s targeted.

The fastest way to relevance, and the fastest way to be that outside force in someone’s life, is an introduction from someone else they already trust. Right? A referral, an introduction. Referrals and introductions, more important than ever before. They’ve been around forever. Everybody on this podcast listening knows how important they are, but more important now than ever before because that’s how we cut through the noise, right?

The other opportunities I find with folks, and I know you talk about this, is this idea of becoming a specialist. I look at it in terms of narrowing your target. Some of the most successful people that I work with have a very defined, well-defined, narrow target. The narrower the better. Now, are there people that are kind of generalists and they’ll deal with anybody who have money in motion, and they’re successful? Yeah, but it’s harder, and it’s harder to reach those people. Those folks usually hit … they’ve been at it for a long time so they have a lot of momentum on their side, but for folks maybe who aren’t as veteran in this business as that, how do we cut through the noise? We have a more relevant message. How do we get a more relevant message? We do that by targeting a very specific market and getting narrow.

One other thing, if I can throw in there which also is related to this, is I finally see a lot of advisors waking up to the power of social event marketing. I mean, it’s nothing new. Again, a lot of people have been doing it for a long time, but this idea of creating more engagement with our clients and creating a little bit of a business friendship, and then using those social events to meet new prospects, right fit prospects, for our business. 

I just came off a coaching call before this call with you, and we spent an hour talking about how this firm can use social events to not just increase their engagement with their current clients but meet new ideal type prospects in a social setting.

Claire Akin

I love that. One of the things that I really think you’re doing differently and that I love is when you go to your website, your whole call to action is multiply your best clients, and I think that’s a message that really resonates with all advisors, and something that you said that really struck a chord with me is if you try to be a generalist and you try to market without a specialty, you can do it, but it’s harder. I think so many advisors that are resistant to embracing a specialty, what they need to understand is that makes their life easier, and that makes it easier to reach their ideal clients.

In turn, we’re eventually multiplying their best clients, and their whole life is better. They’re working with people they like, or they have business friendships that they are doing their best work, they’re working in their best wheelhouse. I think that’s what’s really cool about what you help advisors do is multiply their best clients.

Bill Cates

Yeah, I was talking with another firm that I was coaching. It was three advisors, and we actually started talking about … this kind of came from them, but it was a concept you don’t hear a lot in this business, and that is finding joy in the business. One of the ways you find joy in this business is working with the folks you really want to work with. In most of the strategies that I talk and most of the work I do with people, it’s not just quantity. It’s quality. It’s bringing in the right people, kind of coin the phrase, right fit client. We want a right fit. 

What is a right fit client? You think of it in terms of your business soulmate. It was someone you were meant to serve and someone who is meant to be served by you. Whatever the logistics, whatever the demographics are, whatever the psychographics are, it’s a perfect match, and they know the value of professional advice. They have the type of assets and income where you can do the kind of work you want to do and all of that, and we all want to just get more of the right fit clients.

I think that a lot of people resist narrowing their focus is out of fear or perhaps making a mistake, an assumption, and is … If I just focus on these, if I just focus on physicians, or if I just focus on owners of construction firms or whatever, I’ll miss all of this other opportunity out there, and the answer is well yeah, you may miss some of that other opportunity, but you’ll be so successful in your target market, you won’t even notice. It doesn’t mean you have to give up serving who you’re already serving, and it doesn’t even mean you have to turn down business that may come to you that’s a good fit. Everything you do in a proactive way is towards this target market.

What happens is the more you narrow your focus, the more powerful your messaging becomes be it on a website, your LinkedIn profile, an email your sent to a prospect, what you say to clients when you stand up in front of a room, whatever it is, your messaging becomes more effective, more powerful. When you develop your messaging and you kind of say, “Well, let’s make it a little more inclusive. Let’s include these folks too,” all you’re doing is weakening the messaging.

Now, you can have more than one target market, and if your firm has more than one advisor then certainly each advisor can go after a market, and one advisor could have more than one target market. I don’t recommend trying to start more than one at once. You may even be sitting on a target market that just naturally developed, and you just have to formalize that process a little bit.

Claire Akin

Absolutely. I totally agree, and there’s a lot of data out there that shows that when you do specialize, not only is it easier to find the people you’re trying to reach, but they convert at a higher rate. I’m in an entrepreneurship group where we do some marketing studies, and we did two landing pages for a plant food company. One of the plant foods was just general house plant food, and the second was a specific house plant, the fiddle leaf fig, and it was a plant food for that plant. 

The convergent rate for the general plant food was 1.7% which was pretty low, but that’s actually common for consumer products on Amazon. For the specific plant food for that plant, it was 53%. It’s incredible the difference when you actually specialize because people don’t have to be as wary in the buying process. They think, “Wow, this advisor will get me. They’ll understand my circumstances, they’ll understand the help I need, I don’t need to do any more vetting, this is the person for me.”

Not only is it easier to find people, it’s easier to create a marketing strategy, easier to create compelling content, but then your sales calls will actually convert better, and the clients will end up sticking around longer and referring more people to you. It’s the cycle that builds on itself and has this snowball effect over time. 

I totally agree with you, Bill. Why don’t you tell us a little bit about the difference between referrals and introductions and why you say today that referrals are worthless?

Bill Cates

Right. Well think of it this way, a little bit of a hierarchy. So there’s word of mouth, when our clients talk about us to others, and that’s good. It’s good to get word of mouth, and every now and then we get an email or the phone rings, and it’s great. The problem with word of mouth alone is it’s usually not enough in financial services, and it doesn’t always bring you the right type of clients. It may bring you the wrong type of clients in some cases, and then you feel funny. Do I take this on because So-and-So introduced them to me even though they’re not a right fit? So, that’s word of mouth.

Then the referred lead where, “Call George, use my name.” Well guess what, George doesn’t answer his phone anymore, and if you leave a message, George is wondering why their friend gave your name out. 

It’s just hard to reach people. So to kind of refer leads just doesn’t work anymore, and what we need is we need to get introduced. We need to get connected. So we’ll use the word referrals here today. I still certainly use the word, but whenever you’re with a prospect or a client or a center of influence, use the word introductions. 

Let’s talk about how you introduce me to Bob. My guess is that Jennifer would prefer to hear from you before she hears from me. Let’s talk about what that introduction looks like, and you’re always thinking in terms of introductions. This is where it falls off for a lot of people where a lot of folks will find someone willing to refer, if you will, but then the introduction doesn’t take place. So there’s no connection, and there’s no connection there’s really nothing to do.

How’s the introduction made? Well, there’s a lot of different ways, and you can have your favorite way, and then it’s good to see what the client wants to do too, of course. In person, in financial services, in person introduction it’s usually a great introduction because it’s usually over something fun. You’re breaking bread together, playing golf, whatever, and that’s wonderful. Logistically it’s not always easy. If these are the types of folks that normally get together from time to time, and they’re used to planning things together, then it’s a little easier. 

The fallback for a lot of folks, or what I call the electronic handshake or the email introduction, I’m … Actually, someone’s introducing me now to a company, and I’m crafting the introduction for Todd so he can introduce me to somebody. It’s essentially, “George, meet Bill. This is what Bill does. Bill, meet George. This is who George is, I’ve known him for years, da, da, da. You guys should talk.” So getting that connection.

And now you have someone to reach out to, you know that good things have been said about you, and you just use that email introduction to schedule a short phone call as the next step, and it works. It works very well.

So an introduction is that connection. You’ve got to get connected.

Claire Akin

Yeah, I love that, and I tell the story about my dad because I actually had my dad read some of your stuff, and he took kind of one of the things you teach, and after every successful client annual review he says, “If there’s anybody that you know that needs my help, let’s get together for breakfast, coffee, or lunch,” and through that he just landed a huge client, a $2.5 million retiree client. They went to his existing clients, scheduled it to go to coffee, and they went to Panera. He bought six cups of coffee and no snacks or anything. It cost him something like less than $30, and they were able to sit down and talk and get that in-person introduction, that transfer of trust, and then the prospects ended up transferring all of their money and using him as their advisor, and it wasn’t about being pushy. It wasn’t about being salesy. It’s that it was a way of saying, “If someone you care about needs my help, I would make the time to meet them in person,” and that is really the best way to meet prospects and referrals.

Bill Cates

You know what else I love about what he did is he didn’t feel like he had to take them to Chris, who’s Chris, or have to spend a lot of money on this introduction. Panera, a cup of coffee, maybe a danish. You know, whatever. It’s just, it’s not about trying to impress people. It’s being convenient, it’s connecting in a human way, and I see so many people waste a lot of energy and money on trying to impress people when they really don’t have to. I mean, I’m not saying those things can’t happen, but it doesn’t have to happen. You don’t have to make the mistake. 

One guy I’ve been coaching, a guy named Al. Al’s got almost a billion dollars under management. He’s over $900 million. He had a wine box at Capital Grille, and you can always take people to lunch at Capital Grille or sometimes dinner. It was nice, but not everyone wanted to go because a lunch at Capital Grille is different timeframe than a lunch at Panera or wherever else you might go, and I said, “Al, you don’t have to make this fancy thing and impress people and take up all this time. Just do what’s convenient. Do where there’s good food and it’s quiet enough to have good conversation.”

It’s funny, he started doing that, and he’s finding it easier to get people together when it’s not this fancy thing.

Claire Akin

I love that advice. Make it easy for them. Go somewhere convenient, close to them, and just have it in that time in a place that’s easy. That’s great insight.

Walk us through some of your advice on how advisors can get more introductions. What can they do today to get more introductions?

Bill Cates

Ask. But I’ll be a little more elaborate … elaborate on that a little bit more. We have a thing we call the VIPS. Think of the referrals, the introductions you get, as the VIPs of your business, and that way you can remember this pretty easily. The “V” is the value [inaudible 00:18:05]. This is something I’ve been teaching forever over 22 years, and this is a check-in. We check in with our prospects, we check in with our clients, we make sure that things are where they need to be, we’re meeting expectations. We sometimes, every now and then, maybe ferret out a little dissatisfaction that they had that they weren’t telling us, but then we also find out how they see the value in the work we’ve done together, and it helps us feel better, they feel good about it, and that’s the starting point to this conversation. It’s not a setup, it’s not, “Hey, have you found value in the work we’re doing?”


“Great, who do you know?” No, not a setup. It’s a discussion back and forth. 

Then the “I” is to treat the request with importance meaning just be confident, practice it, just come confident and make it about helping other people and the important work you do.

Then the “P” is permission to brainstorm. We know that not everyone likes to give referrals or make introductions so we just can’t plow ahead and assume, and that’s where it starts to irritate people when say, “Well, I’m glad you see the value in what we’re doing. Yeah, who else we can bring this to? Let’s talk about who else.”

I soften it up a little bit by saying, “You know, I’ve got a couple ideas I’d love to run by your. Can we brainstorm for a minute just to see if we might be able to help some folks you care about, and are you okay with that?” I want buy-in for the conversation because I know that since not everyone wants to do this, I give them a chance to say no. Because the last thing I want to do is start going into a conversation where they don’t feel comfortable for whatever reason.

Then the “S” is suggest names and categories, and here’s what I’ve found over the years is the most productive place to be, and usually the easier for the advisor and the client, is when you come to the meeting with a specific person or maybe a few individuals that you know your client knows, and say, “You know, I know your sister and brother-in-law, [inaudible 00:20:00], how do you feel about introducing me to them? Can we craft an approach that would feel comfortable for everybody?” 

That’s requesting a specific introduction to a specific person or a specific couple. That’s the bullseye, if you will. So if you picture an archery target, the yellow bullseye is the specific people you know they know, maybe they mentioned in past meetings. The next ring out is categories. It could be money in motion, it could be life events, it could be some groups you know they’re a part of. So you slowly move out.

What you don’t want to do is make the mistake that so many people make and say, “Who do you know we can help? Who else out there should know about what I do?” You throw up in the whole universe, their mind doesn’t land anywhere. What we’re trying to do here is help them picture people in their mind’s eye so it will land somewhere and they’ll think of someone. 

You go, “Well you know, my brother-in-law probably should have this conversation.”

“Sounds good. Let’s talk about your brother-in-law. Why do you think that?” And then you learn as much as you can. You have the good introduction. So start narrow. You can expand out, but start narrow, and always, again, use the word introductions because we’re going to be going for an introduction. You don’t just want a name and a phone number. You want [inaudible 00:21:22].

Claire Akin

Absolutely. I think I may know the answer to this question, but tell me, what are some of the biggest mistakes that you see advisors making when it comes to asking for introductions?

Bill Cates

Well you know, one of the first mistakes I’ve found early on when I started teaching my methodologies a long time ago, most companies hired me to talk to their advisors about how to ask, how to ask without being pushy or begging, and all of that. Then I learned a lot of folks weren’t referable in the first place. Then we started getting into the area of client engagement and becoming more referable, but you know I’m going to assume the people listening to this are pretty referable, we have good strong relationships with your clients, you have an ongoing client service model that you’re following, etc, etc. 

What are the biggest mistakes, if you will? A couple of things that maybe your folks haven’t thought about, and one is being mission driven, having a mission driven practice, and what I mean by that is really, really getting in touch with the value that you provide, the important work that you do, make that your cause, make that your mission to make sure that everybody that you meet practically are making the right financial decisions for themselves. Right, the decisions that are in their best interest.

Be on a mission to bring this important work to the right people. Make that about … That’s the referral process, if you will, is trying to reach more people. Being on a mission is a very attractive quality, and people can buy into that mission.

What happens is not only do they want to bring your value to other people, but they also want to help you and like you, and they like your mission, they appreciate it. So that’s one thing I found people can strengthen.

Another thing is, the mistake and the antidote to the mistake, the mistake is winging it around this and just not really thinking through this much, and you’re on an appointment and you go, “Eh, maybe I’ll ask this guy for referrals,” and it just doesn’t come out quite as confidently and as organized as you would like, and maybe you bumble through it and you wonder, “Did he even understand what I just said?”

I teach having a pre-appointment routine. If you think about athletes, they all have a pregame routine before they go down on the floor to the court. Musicians and other types of performers have a pre-performance routine so why not have a pre-appointment routine related to referrals and introductions?

The first thing is to prepare your agenda, always run a meeting from an agenda. Prepare the agenda for that client, whatever’s specific to them, and then put value discussion, that’s the V in the VIPS, near the end, not the very end but near the end. That’s your check-in. You’re going to see how the communication is going, how the value is being recognized. 

Then you think, “All right, who do I know who they know?” Right? Who do I know is in your world? Or what categories might I suggest? But you’re going to think about this a little bit, you know for a minute, and just be a little bit more prepared. Then, so individuals, could be categories, and then what I really recommend you do is practice, practice it with someone, or if you’re driving to the appointment, talk it out like you’re on your Bluetooth in your car or something. Just don’t let the words that come out be the first time you ever say those words. Most people don’t practice enough in this business, and they lack a certain amount of confidence because of that, and so it never really comes out the way they’d like it to.

Claire Akin

I think that’s so powerful that you teach that, and it reminds me of back in business school.  I went to business school at UC San Diego. One of the things business schools get judged on is how many of their graduates get jobs after graduating and high paying jobs. They really want you to be good at interviewing for jobs when you exit business school.

One of the things that they forced us to do is mock interviews, and the reason is the highest correlated factor with getting a high paying job is hours of practice spent doing mock interviews. So particularly, hours spent practicing when you’re actually on video. They would make us do these mock interviews, they would videotape them, we would watch them, we would refine what we said, and it’s just repetition of saying these answers, using this language, out loud, and then when you go to a job interview it’s not the first time you’ve ever said it. You’ve practiced your answers, you’ve thoughtfully reviewed what you want to say, how you want to come across, and that is the most important factor that you can affect to interview well and get a high paying job.

It’s just the same with what you teach. It’s practicing what you should say at the end of a meeting to get these introductions so that you can say it thoughtfully, confidently, and that you have done it before, and it’s not the first time those words have come out of your mouth. I think it’s so cool that you allow advisors to go through your programs, both online and on phone calls, to practice these conversations and to have some accountability so that they can set a goal to say, “I want to have a referral conversation at the end of each of my client meetings this week,” and then at the end of the week, or the end of the month, they can speak with you, and you can ask them, “Did you do it? Did you meet your goal?”

That is the way that you really move the needle is practicing and then doing these asks at the end of each appointment, and then the rubber really meets the road.

Bill Cates

Yeah, practicing creates confidence, and so if we don’t feel confident we won’t do it, or if we do it we don’t do it very well, and usually we won’t do it all if we don’t feel confident. I love it when I’m coaching a client who volunteers to practice it. “Bill, can we try this now? You know, I want to try it out.” 

I go, “Yeah, sure. You ready? Let’s do it.” It’s always a little awkward. I get that. It’s make believe. Some people are better than others at the make believe, but what you don’t want is you don’t want the first time you do this with someone to be, or when you do it with someone, you don’t want it to be the first time the words have come out of your mouth because you’re going to bumble through it. 

Anyway, so that’s why I believe in a [inaudible 00:27:30] of some sort.

Claire Akin

Absolutely. Yeah, and so going forward, what is the one recommendation you would give advisors listening? If they want to grow their business, they’re serious about being successful, they’re serious about investing in their marketing and growing their firm, what is the one thing you would have them do today to start moving forward?

Bill Cates

Yeah, so I would encourage … Well, two things if you don’t mind. One is to have these value discussions. This is to check in with your clients more often and say, “How are we doing? Are we meeting your expectations? Anything we need to pick up on? What’s working for you?” I’ve seen so many people have such great results just from that.

Beyond that is to get very clear on who is a right fit client for you, what are the demographic, psychographic aspects of that person? Who are you really, truly trying to attract into your business? Because everything you say with prospects and any marketing materials you put together will reflect that. What you’re trying to do is attract the right people and repel the wrong people. I know repel sounds like a negative word, but it really is. We’re trying to qualify in a sense through the words that we use.

You had said something earlier about when you specialize you know their world. It’s all about empathy. Our prospects need to have a sense that we know them, that we have a sense of who they are. When you focus on who your right fit clients are, and then you make the decision and the commitment to focus all your outgoing effort on meeting those types of people, be it through referrals and anything else you might do, then you have a chance to, guess what, multiply your best clients. If you just serve the heck out of your clients, just provide great service, you’ll create incremental growth. Everybody does just doing a great job for folks.

If you want to create exponential growth, then you got to think in terms of multiplication, and that’s multiplying your best clients, and we have a tool that’s free for anybody that knows Claire can get this if you just go to MultiplyYourBestClients.com and get one of our latest eGuides on this. It’ll talk to you about the strategies to do that. If you have any questions, just shoot them by me afterwards. I’m always here to help people.

Claire Akin

That’s fantastic. We really appreciate that. I’d encourage the advisors listening to also check out Bill’s ReferralCoach.com. He has so many programs on here so if you’re a financial advisor who is serious about growing your business, you should be working with a business coach, and I know a lot of advisors aren’t, but the top advisors that I work with all have business coaches, and it almost doesn’t matter who you use because the point of a business coach is to have you set goals and to keep you accountable to your goals.

Bill has tons of different programs at different price points so you can do online coaching for referrals, for asking for introductions, and then you can do phone calls for keeping you accountable. It’s all about setting goals, keeping yourself accountable, and keeping your eye on the prize when it comes to growing your business. I encourage you to check out MultiplyYourBestClients.com as well as ReferralCoach.com and see all of the different programs that he has his videos and sign up for his newsletter. He sends out weekly tips to help with your referrals and your marketing, and they’re really great content there.

So thank you so much, Bill, for being part of the program. We really appreciate it today.

Bill Cates

You bet, Claire. I have a lot of respect for the work that you do for your clients and always great to speak with you. Thank you.

Claire Akin

If you’d like any resources from today’s episode or from other episodes, go to IndigoMarketingAgency.com/remember. It’s hard to forget that address, IndigoMarketingAgency.com/remember.

About Claire

Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving financial advisors. It’s her mission to help independent financial advisors help more people through their incredibly important work. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis.



Jordan Pinelli

Account Manager
Denver, Colorado

A born strategist, Jordan always starts with “why” when brainstorming marketing tactics with her financial advisor clients. With recommendations rooted in data and industry best practices, she loves growing advisors’ awareness of their strategies’ positive impact on their business.

Jordan obtained her bachelor’s degree in business administration (with an emphasis in marketing and management) and her master’s in communication and media management from Colorado State University. Before joining Indigo, Jordan already had 6+ years of financial services experience and 8+ years of marketing/project and campaign management experience under her belt—making her a powerhouse addition to the team! Outside of strategizing for her advisors, Jordan’s hobbies include pottery, hiking (when she’s in shape), and ordering delivery or takeout. She is happily married to her husband, Max, and a dedicated dog mom to her oversized golden retriever, Kai.

Indigo Marketing Team Member Anne Wheeler

Anne Wheeler

Marketing Assistant
Cincinnati, Ohio

Anne Wheeler is responsible for a variety of administrative tasks as well as updating social media pages for clients. Anne enjoys the creative side of her position and the ability to collaborate with the team to help advisors get started with Indigo.

Anne holds a bachelor’s degree in communication from the University of Tennessee. Outside of work, she enjoys walking, baking, spending time with her husband, Rick (a structural engineer), and two sons, Thomas and Turner. Anne loves being a full-time mom, and appreciates that Indigo gives her the opportunity to work part-time while still caring for her boys.

Hugo Fernandez CEO of Indigo Marketing

Hugo Fernandez

Whispering Pines, North Carolina

Leading the Indigo team with heart, Hugo Fernandez is passionate about helping our financial advisors attract a flood of their A+ clients with sustainable marketing campaigns. He enjoys running companies that are wildly successful and wearing a black t-shirt every day of his life. When his two favorite things come together, you have an average day at Indigo.

Hugo Fernandez is also CEO of Indigo’s partner company, Just Digital, and author of The Client Acquisition Blueprint. He has personally helped hundreds of entrepreneurs grow their business through his proven blueprint for creating an EPIC marketing strategy and online presence.

Kelli McLeod Director of Client Services

Kelli McLeod

Director of Client Services
Colorado Springs, Colorado

Kelli McLeod plays an integral role at Indigo while overseeing the Account Services Team, providing customer service, getting financial advisors onboarded and in serving as their primary point of contact during that process. Her team looks to her for her leadership and decision-making abilities For Kelli, the most rewarding part of this role is working with clients one-on-one to ensure they’re happy and that their needs are met.

Kelli has a bachelor’s degree in communications and public relations from Pacific Lutheran University. More recently, she’s done extensive work in the corporate housing and property management industries.

Kelli currently lives in Colorado Springs, Colorado, with her husband, Ian, who is an officer in the U.S. Army, and their two sons, Zachary and Cameron. When she’s not working, you can find her running or hiking, attending group fitness classes, and cooking. Kelli’s also an avid book club enthusiast, so be sure to reach out to her if you’re looking for a new read.

Sara Dressler

Director of Operations

DuPont, Washington

Sara Dressler manages all systems and operating processes while overseeing several departments. Sara is responsible for supervising many activities within Indigo and identifying areas of improvement to better meet company goals. She functions as the bridge connecting management to every department.

Sara has a bachelor’s degree in business administration and a minor in communications from Pacific Lutheran University. She leverages this degree, along with her years of experience as a virtual assistant, to keep our company running like a well-oiled machine. Sara is happiest when spending time with her family. Her three young boys and life as a military spouse keep her busy, but she wouldn’t trade it for the world. She lives an active lifestyle and loves working out, getting outside, and watching sports with her family (whether it’s on TV, at her kids’ games, or in the backyard).

Indigo Marketing Team Member Elizabeth Reider Director of Marketing

Elizabeth Reider

Director of Marketing
Clearwater, Florida

Elizabeth Reider is a woman of many talents. She spent 10 years as a Chief Marketing Officer for a top-level independent financial advisor, and since her entry into financial services, she has networked and become friends with many advisors. Elizabeth admires their empathy, knowledge, and passion for their work, and has seen how independent advisors are more than professionals providing investment and planning advice; they are trusted confidants, life coaches, and guides. Over time, they become a part of their clients’ extended family—and she loves coming alongside that. (Check out this video to hear directly from Elizabeth about why she loves working with financial advisors.)

As Director of Marketing, Elizabeth helps get the word out about how partnering with Indigo can take an advisor’s marketing to the next level and beyond to grow their business and increase their productivity.

Elizabeth earned her bachelor’s degree in management information systems from the University of South Florida Muma College of Business. She also holds a life, health, and variable annuity license, which gives her a special understanding of the many products and services advisors offer. Originally from Clearwater, FL, Elizabeth loves to travel and has visited 12 countries, including extended visits to eSwatini, Africa, to visit family and assist with humanitarian relief programs. She has seen firsthand how independent financial advisors are providing advice to their clients that outpours into the lives of their own families, staff, community, and sometimes across the globe. When she’s not working, Elizabeth enjoys attending orchestral and theater productions with her husband, David, and taking their son, Julian, to art museums, as well as family evenings in the backyard playing baseball with her son and shih-tzu poodle, Wrigley. She is also an active participant in overseas humanitarian work—using her skills to make a difference in the lives of others.

Indigo Marketing Team Member Katie Cress

Katie Cress

Digital Marketing Consultant, Sales & Client Strategist
Cincinnati, Ohio

It’s Katie Cress’s mission to help financial advisors reach their ideal prospects through custom digital marketing. On any given day, you can find Katie meeting with new financial advisors to learn more about their marketing goals, who they love working with, and why they’re passionate about helping others. Her favorite part of her job is meeting new advisors every day and continuing to learn how each firm and individual advisor is different, and using her marketing and small business background to help them craft a game plan that empowers them to grow their business and enhance their services. Often described by loved ones as a “helper” and “caretaker,” Katie is passionate about advocating for her advisors’ needs and supporting her coworkers to help them succeed.

Katie holds an MBA from Xavier University and a BA in Economics from Ohio University. A Midwest girl for life, she lives in Cincinnati, Ohio, with her husband, Brandon (who’s also a marketing guru), and their three kids, Charli, Lucy, and Teddy. She and her husband also own Clean Eatz Cafe, where they use their collective marketing prowess and love of food to create a welcoming space for employees and hungry customers alike. Katie is passionate about and for small business owners, being raised by her father who was an entrepreneur, being one herself with her husband, and working with them every day at Indigo. She loves the spirit, creativity, and drive of entrepreneurs. When Katie’s not working or helping run the family business, she enjoys working out with her husband at Orange Theory, loving on her three kids, and cooking delicious food.

Indigo Marketing Team Member Lori Koepke

Lori Koepke

Account Manager
Boise, Idaho

Lori Koepke plays a major role as a liaison between Indigo Marketing Agency and its wonderful clients. She works directly with our advisor clients on their marketing strategies, marketing calendars, article creation, editing processes, compliance approvals, deployment of their content, and more. Lori enjoys helping strategize and be a support to her clients, and loves the camaraderie among the Indigo team members.

Before joining the Indigo team, Lori was a schoolteacher for 10 years. She has a Master of Education and Bachelor of Arts in Elementary Education from Concordia University in Portland, OR. She was born and raised in Vancouver, B.C., and lived in Vancouver, WA, for 25 years before moving to Boise, Idaho, where she currently resides with her husband, Jeremy, and four wonderful kids, Sophie, Tanner, Jonas, and Violet. In her free time, you can find Lori reading, watching football, and driving her kids to all their activities.

Watch this video to hear why Lori loves working with Indigo.

Indigo Marketing Team Member Heidi Wilson

Heidi Wilson

Account Manager

Alexandria, Virginia

Heidi Wilson thrives on helping advisors create an online voice and streamline their marketing efforts. With her mother being a retired financial advisor and her brother-in-law currently a CFP® professional, she’s passionate about taking the marketing pressure off of advisors so they are able to focus on their clients. She loves when advisors tell her something we did for them helped; it can be as simple as taking something off their very busy plate or helping them land a new client with one of the articles we wrote. With broad-based consumer and B2B marketing experience, Heidi is constantly thinking outside the box and brings a fresh perspective to the Indigo team.

Heidi holds a bachelor’s degree in public relations from Florida State University and hails from Tampa, Florida. Her husband, Chris, is in the U.S. Army, and as they are constantly moving, they take every opportunity to explore the new areas where they’re living. Some of their favorite places they’ve called home include Hawaii and New Orleans. Heidi is thankful for the opportunity to work remotely with Indigo, which allows her to take her job with her, no matter where the Army moves her family next.

Watch this video to hear why Heidi loves working with Indigo.

Indigo Marketing Team Member Jillian Segrue

Jillian Segrue

Account Manager
Columbus, Georgia

Jillian Segrue acts as a liaison between clients and the Indigo team, using her 12 years of customer service experience in fields such as healthcare, financial services, and risk management to help hone their message and deploy it effectively and efficiently. Jillian enjoys building unique relationships with each of her clients as she uniquely helps them reach their ideal target audience.

Jillian has a bachelor’s degree in healthcare administration and a minor in business administration from SUNY Brockport. Originally from Rochester, NY, she currently lives in Columbus, GA, with her husband, Tim (an Army captain), daughter, Macie, son, Henry, and two cats. As a military spouse, Jillian appreciates the flexibility Indigo provides—allowing her to juggle motherhood and excelling in her career—and its unmatched positive, supportive, and uplifting company culture. In her free time, Jillian loves to read, shop, and go running outdoors (just not in the Georgia heat!).

Indigo Marketing Team Member Amanda Laskey

Amanda Laskey

Account Manager
Pittsburgh, Pennsylvania

Amanda Laskey works with clients one-on-one to develop and implement marketing strategies that help spread the word about who they are and how they help. In her role, Amanda strives to deliver outstanding customer service to our clients. She is tech-savvy, an independent problem-solver, extremely organized, an excellent communicator, and thrives on helping others. She appreciates the ability to work remotely in a collaborative team environment while supporting her family.

Amanda holds a Bachelor of Arts in Education and a Master of Arts in Inclusive Education from Seton Hill University and has over 10 years of experience in secondary classroom teaching and over 3 years as an Executive Assistant. A proud Army spouse, Amanda resides in Pittsburgh, PA, with her husband, Brandon, their two sons, Jackson and Harrison, and their sheepadoodle, Waylon, and goldendoodle, Cash. Outside of work, Amanda enjoys spending time with her family, relaxing at the beach, traveling to new places, dessert, and all things Disney.

Indigo Marketing Team Member Beverly Anderson

Beverly Anderson

Account Manager
Portland, Oregon

Beverly Anderson is the go-to contact point for advisors to create a targeted and cohesive marketing strategy that is unique to their specific goals. She loves seeing her clients experience positive results from their marketing efforts, and as a world traveler, she appreciates the ability to work remotely and connect with clients from any country.

Beverly holds a Bachelor of Science in Business Administration from Oregon State University. In addition to traveling, she enjoys making music as a singer/songwriter and anything outdoors (she’s an avid snowboarder and rock climber). She and her partner have a rescue pup, Toro, a former street dog in Cabo, Mexico, before they adopted him. Beverly has three older sisters, with whom she is very close, and they all, along with her mother, live in the Portland area. Although she spent the first half of her childhood in Fountain Hills, Arizona, Beverly considers Portland to be home.

Watch this video to hear why Beverly loves working with Indigo.

Indigo Marketing Team Member Kasey Yhap

Kasey Yhap

Account Manager
Ellicott City, MD

Kasey Yhap’s commitment to her clients is the driving force behind her work. Her diverse educational background (a bachelor’s and master’s degree in vocal performance from the Peabody Conservatory of Music and a master’s degree in communications from Syracuse University) has equipped her with the unique skill set required for success. Kasey’s strong communication skills and creative mindset, combined with her passion for helping her clients, make her a valuable asset to the team.

In her free time, Kasey stays active and maintains a healthy lifestyle through yoga, CrossFit, and spending time outdoors. These hobbies complement her professional life by allowing her to recharge and bring new ideas to her work at Indigo.

Indgio Team Member Dan Corcoran

Dan Corcoran

Account Manager
Madison, Wisconsin

Dan Corcoran enjoys being on the front lines of financial advisor marketing, working directly with advisors to help them build a strong marketing plan to get their firm’s message out. Working remotely can be a challenge as talking to others, brainstorming, and sharing experiences recharges him; he maximizes touchpoints to connect with others to make every day at Indigo rewarding.

Dan holds a bachelor’s degree in journalism and mass communication from the University of Wisconsin-Madison. He enjoys drone photography and videography (he owns his own drone business, Forward Focus Photography), sports broadcasting (he was a hockey broadcaster for four years prior to COVID), spending time with family, camping/hiking, running, swimming, and road biking.

Originally from Sun Prairie, WI, Dan has three siblings, and prior to joining Indigo’s team, he worked for an RIA in Madison for two years.

Indigo Marketing Team Member Lisa Gaines

Lisa Gaines

Content Deployment Manager
Fort Hood, Texas

Lisa Gaines spends her work days uploading blog posts to our clients’ websites and LinkedIn profiles, drafting emails, and making adjustments to content as advisors request. Lisa has learned a lot as a long-time member of the Indigo family and has enjoyed seeing the processes evolve to become more streamlined and efficient over time. And she loves working with the amazing Indigo team! 

Lisa is a proud alum of Texas A&M University, where she received a Bachelor of Business Administration in Finance. As a military child, Lisa feels as though she grew up everywhere; however, she claims central Texas as home where most of her family is originally from. She currently lives in Fort Hood, Texas, with her husband, Korey (an active-duty Army officer), and two kids, Madelyne and Jameson. As a military family, Lisa moves quite a bit—often to areas where the job market is small. She loves that Indigo provides her with a steady job she can take with her wherever she goes. When she’s not working, Lisa enjoys dabbling in interior design, binging a good Netflix series, and spending time with friends and family.

Read more about why Lisa loves working with Indigo.

Profile picture of our web developer - Joshua Yanson.

Joshua Yanson

Web Developer
Negros Occidental, Philippines

Joshua spends his days developing client websites, implementing automations, and troubleshooting website issues. He enjoys the challenge of working with websites while simultaneously learning new tips and tricks to optimize them for maximum efficiency.

Originally from Pulupandan, Negros Occidental, Philippines, Joshua holds a Bachelor of Science in Information Technology, and in his free time enjoys playing computer games and watching anime and movies.

Indigo Marketing Team Member Jennifer Farrior

Jennifer Farrior

Lead Writer & Proofreader
Louisville, Kentucky

Jennifer Farrior is Indigo’s go-to for all things proofreading and editing. Her attention to detail is unmatched, and she takes pride in making sure every article is clean and concise before it heads out to our financial advisors. She says, “Even a single typo can affect an advisor’s credibility, and we strive for perfection when it comes to how they’re presented online.” As Lead Writer, Jennifer trains and manages the team of writers, and also writes and collaborates with team members to create Indigo’s blog posts and promotional material.

Jennifer holds a bachelor’s degree in English from UCLA. In addition to her role at Indigo, she runs her own copy editing and proofreading business, She Proofreads LLC. Jennifer hails from San Diego, California, but now lives in Louisville, Kentucky, with her three kids, Joshua, Julia, and Joel, and goldendoodle, Dexter. She loves working at Indigo because it provides her with the income, flexibility, and the community she needs as a stay-at-home mom. Outside of work, you can find her spending time with her kids, friends, boyfriend, or working on a puzzle while watching Netflix.

Indigo Marketing Team Member Sarah Robichaud

Sarah Robichaud

Social Media Manager
Rochester Hills, Michigan

Sarah Robichaud uses her love of spreadsheets to create engaging content calendars for our clients’ social media pages. Sarah holds a bachelor’s degree in psychology from Salisbury University and a master’s degree in marriage and family counseling from Liberty University. In addition to her role at Indigo, Sarah volunteers as a virtual administrator for Army Wife Network, a nonprofit organization that aims to empower and educate military spouses through blogs, podcasts, and various other resources.

Born and raised in Maryland, Sarah currently lives in Rochester Hills, Michigan, with her husband, Andrew, two children, Emily and Logan, and two fur babies, Penny and Chewbacca. As a military spouse and mother, Sarah loves working for Indigo because of the flexibility it affords her, allowing her to continue to build her career while frequently relocating around the globe and working on her own schedule to accommodate a busy lifestyle. Sarah also loves Indigo’s supportive team atmosphere. Outside of work and volunteering, you can find Sarah enjoying time outdoors with her family, typically running, camping, or traveling. An avid traveler, she’s visited 16 countries and is always planning her family’s next great adventure.

Peter Wardenaar

Peter Wardenaar

SEO Specialist & IT Lead
Cali, Colombia

As a natural problem-solver, Peter Wardenaar uses his skills to help financial advisors find new ways to grow their site traffic and attract more clients they love. Peter enjoys the dynamic nature of his role; the challenges are never the same as every situation is unique and requires a different approach. But don’t let Peter’s technical prowess fool you—he also has quite the creative side! Before joining the Indigo team, he worked as a first-grade teacher and university English professor in Cali, Colombia.

Peter has bachelor’s degrees in education and in music from Portland Bible College and a master’s degree in music production and technology from Berklee College of Music. In his spare time, he loves writing and recording music, graphic design, engaging with people, and studying leadership and theology. Peter is also one of the most well-traveled people you’ll ever meet! He was born and raised in the Netherlands but lived in the Pacific Northwest for over 12 years. Today, he resides in Cali, Colombia, with his wife, Gloria Isabel, and their three kids, Emanuel, Paloma, and Violet.

Indigo Marketing Team Member Kourtney Kearney

Kourtney Kearney

Tech Support
Antelope, California

Kourtney Kearney is a data-driven woman with a knack for coding. On any typical day, you can find her building web pages, troubleshooting bugs in code, and setting up automations to make life easier for our clients. Thanks to her technical background, Kourtney has a vast understanding of the inner workings of websites and the data associated with them. She’s always on the lookout for new technology that will help us improve our workflows so we can focus on what we do best—helping financial advisors grow their business. Kourtney enjoys the variation of tasks and loves the challenge of taking an existing website and making it better without completely rebuilding it.

Kourtney is originally from Newark, CA (Bay Area), but currently resides in Antelope, a suburb of Sacramento, and holds a Bachelor of Arts in Art History and Curatorial Studies. Outside of work, Kourtney spends her free time reading, playing volleyball, baking with her two sons, and hanging out with family.

Indigo Marketing Agency Adrian Bachini

Adrian Bachini

Web Developer & Tech Support
Manila, Philippines

Adrian Bachini works on tasks requiring technical knowledge and other various administrative tasks. A software developer by day, prior to joining Indigo, Adrian had very little knowledge on how nontechnical positions operate. His position at Indigo allows him to both learn and experience a variety of platforms and gain more knowledge about how to maximize marketing initiatives.

Adrian holds a bachelor’s degree in computer science with a specialization in software technology from De La Salle University Manila. Adrian considers himself somewhat of a workaholic, with a full-time day job in addition to working with Indigo. When he’s not working, he enjoys watching documentaries, action movies, and anime, and also loves cycling on muddy downhill trails or cross-country rides, playing video games, and simply resting when he can. He is also a licensed commercial pilot and flies in his free time; he obviously also enjoys traveling. Adrian lives with his family and more than a few pets (11 dogs, 6 cats, a few birds, and fish)—he has more pets than humans in his home!

Claire Akin

Claire Akin

San Diego, California
Claire Akin founded Indigo Marketing Agency with the mission to help financial advisors leverage marketing to grow their businesses. As a former Investment Advisor Representative and proud daughter of an independent advisor, she’s seen first-hand the value advisors bring to their clients and community. Claire transferred ownership of Indigo Marketing Agency to Hugo Fernandez in 2022 to spend more time with her family.
Indigo Marketing Team Member Adriana

Adriana Escalante

Website Project Manager
San Antonio, Texas

Adriana Escalante thrives on creating an online representation that looks and feels true to our financial advisor clients as she builds their websites to best represent them and their businesses. Her experience working on travel and tourism websites motivates her to make sure every site she works on is exciting and engaging to web visitors. A graduate of University of Texas in Austin, Adriana double-majored in International Relations and a Liberal Arts program called Plan II. She also received a certification for front-end development from a coding academy in Austin, which has equipped her to serve as a great liaison between developers and clients.

After living in Austin, TX, for most of her adult life, Adriana now resides in San Antonio, TX (a city with a ton of history and many things to do), with her partner, Russell, and their dog, Abbey. She also has a brother and sister with whom she’s very close and tries to see a few times a year. Most of Adriana’s hobbies revolve around nature. She grew up spending lots of time on a sailboat or at a beach, and her family has a small cabin in Creede, CO, where she spends half the year hiking, camping, skiing, or snowshoeing (depending on the season). When she’s in Texas, she tries to get out most weekends to kayak. A Texas Master Naturalist, Adriana loves learning about all the plants, birds, and animals in her home state. She also dabbles in making stained-glass suncatchers!

Profile picture of our marketing assistant - Kaitlin Thornal.

Kaitlin Thornal

Marketing Assistant
Fort Moore, Georgia

Kaitlin Thornal helps clients onboard as they begin their marketing journey with Indigo, and she loves meeting new people and learning new things. She holds a Bachelor of Arts in Journalism and Mass Communication/Public Relations, International Studies, and a minor in French from the University of North Carolina at Chapel Hill, as well as a Master of Arts in Communication and Leadership Studies from Gonzaga University.

Kaitlin was born at Fort Lewis, Washington, but she moved around a lot growing up, spending the most time in North Carolina. She now resides in Fort Moore, Georgia, with her husband, Mason, and their four children, Caroline, Mason, Jack, and Bo. Kaitlin’s favorite place to live has been Europe (Italy, Ireland, and Belgium) and she would go back in a heartbeat! In her spare time, she enjoys long-distance running, reading, and spending time in the mountains of western North Carolina.

Profile picture of our marketing assistant - Samantha Triglia.

Samantha Triglia

Marketing Assistant
Queens, New York

In her integral role, Samantha Triglia schedules social media posts, deploys email campaigns, and updates Google Business Profile pages for clients’ new blog posts. She also assists with lead generation/tracking and other administrative tasks. Helping out wherever she’s needed, Samantha appreciates the opportunities she has to learn and grow in her position. She says, “I love being a part of the team, especially when content deployment involves many moving parts and collaboration to get done and ready to go.”

A former teacher for 14 years, Samantha holds a Bachelor of Arts in Childhood Education from St. Francis College in Brooklyn, New York. She also holds a Master of Arts in Middle School Earth Science Education from CUNY Brooklyn College and a Master of Science in Educational Administration and Leadership from the University of Scranton. (Yes, TWO master’s degrees!) While in college, Samantha was the assistant to the Chief Compliance Officer of a brokerage firm on Madison Avenue in New York City for high-net-worth individuals and families, so she’s quite familiar with the types of clients Indigo serves.

Born and raised in Brooklyn, Samantha currently lives in Rockaway Beach in Queens, New York (the place the Ramones song is about!), with her husband, Matt (a Navy veteran and currently a New York City Firefighter), and their three sons, Matthew, Thomas, and James. Outside of work, Samantha enjoys spending time with her family riding bikes on their neighborhood boardwalk and going to the beach. They love to travel, including yearly family trips to Hershey, Pennsylvania, and Universal Studios in Florida (they’re big Harry Potter fans!). Samantha also stays active exercising and playing on a women’s softball team and a co-ed beach volleyball team with her husband.

Profile picture of our marketing assistant - Amanda Bicknese.

Amanda Bicknese

Marketing Assistant
Colorado Springs, Colorado

Amanda wears a few hats at Indigo, bringing value to the team by creating custom social media posts for advisors, assisting with the onboarding process of new team members, and tackling behind-the-scenes team tasks. She loves to collaborate with our amazing clients and supportive team members.

Born and raised in Fort Myers, Florida, Amanda holds a bachelor’s degree in English Literature from the University of Central Florida and a master’s degree in education from North Carolina State University. She worked as an educator for about a decade before pivoting to a career in writing and marketing. A Space Force military spouse (former army), Amanda and her husband, Michael, are currently located in Colorado Springs, Colorado, with their two children, Mikayla and William, and two fur babies (a cat and a dog). When she’s not reading or writing fiction in her spare time, Amanda enjoys hanging out with family, hiking, trying new foods, and traveling.

Profile picture of our account manager Adam Spera.

Adam Spera

Account Manager
Astoria, New York

A marketer at heart, Adam finds satisfaction when consulting, strategizing, and implementing strategies to improve his clients’ business. He specializes in organic and paid social campaigns, as well as email and SEO optimization.

Adam holds a bachelor’s degree in philosophy from the University of Central Florida and a Juris Doctor degree from Thomas Jefferson School of Law. Raised in Boca Raton, Florida, by his mom (an event planner) and dad (a private boat charter captain), Adam currently lives in Astoria, New York, with his wife, Olivia, who works in pet care. When he’s not cooking up killer marketing strategies, he enjoys role-playing games, Brazilian jiu-jitsu, and reading non-fiction and philosophy books.

Profile picture of our account manager Melanie Valdez.

Melanie Valdez

Account Manager
Vancouver, Washington

With her marketing expertise, Melanie Valdez leaves no stone unturned when helping clients hone their marketing strategy. She loves interacting with clients and brainstorming new ideas to enhance their marketing results. No two days are ever the same, and that’s the way Melanie likes it!

Melanie holds a bachelor’s degree in psychology from Western Washington University as well as an MBA from Western Governors University. When she’s not rocking her role at Indigo, she enjoys cooking (trying out new recipes every week), painting, and discovering new restaurants with friends. She and her husband, Dat, love to travel and go on walks with their dog, Brutus, a pomeranian-chihuahua whose personality is definitely not proportionate to his small size!

Hugo Fernandez CEO of Indigo Marketing

Hugo Fernandez

Los Angeles, California

Hugo Fernandez acquired ownership of Indigo Marketing Agency from founder Claire Akin in 2022. Leading the Indigo team with heart, Hugo is passionate about helping our financial advisors attract a flood of their A+ clients with sustainable marketing campaigns. He enjoys running companies that are wildly successful and wearing a black t-shirt every day of his life. When his two favorite things come together, you have an average day at Indigo.

Hugo Fernandez is also CEO of Indigo’s partner company, Just Digital, and author of The Client Acquisition Blueprint. He has personally helped hundreds of entrepreneurs grow their businesses through his proven blueprint for creating an EPIC marketing strategy and online presence.

To get in touch with Hugo, email him or connect with him on LinkedIn.