We love to talk to advisors about what’s working and what’s not when it comes to marketing! Schedule your free 45-minute strategy session now and we’ll go over:
- What you have done in the past
- What is working for you
- What is not working
- How your marketing compares to top advisors
- Our custom recommendations for improving your marketing today
Choose a time that works for you below and let’s get started!
Katie Cress is a Digital Marketing Consultant at Indigo Marketing Agency, a full-service marketing firm serving financial advisors. She holds an MBA from Xavier University and a BA in Economics from Ohio University. It’s her mission to help financial advisors reach their ideal prospects through custom digital marketing.
Katie’s been honing her craft as a marketing professional since 2009 when she worked at Healthcare Regional Marketing. It was there that she helped physicians position themselves as go-to experts on diseases most prevalent in their communities. Since then, she’s gone on to work as a marketing manager at Wetzel Flooring, helping them build a brand identity rooted in strong customer relationships.
Katie lives in Cincinnati, Ohio, with her husband (who’s also a marketing guru) and their three kids. On any given day, you can find her cooking, hunting down new recipes, and exploring the outdoors with her adorable kids.
Elizabeth Reider is a woman of many talents. After spending 10 years as a Chief Marketing Officer for a top-level independent financial advisor, she now works as an Account Manager Department Manager & Marketing Strategist at Indigo Marketing Agency. In this role, she acts as a liaison between clients and the Indigo team, using her financial services, marketing, and IT background to help advisors reach their ideal target audience.
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.
When Elizabeth isn’t at work, she enjoys visiting coffee shops and bookstores with her husband, as well as quiet mornings playing with her young son and shih-tzu poodle. She is also an active participant in overseas humanitarian work—using her skills to make a difference in the lives of others.
You can learn a little bit more about Elizabeth in this informal video interview: Elizabeth’s Story – Why I Love Working With Financial Advisors.