A key contributor to our success here at Indigo Marketing Agency, as an Account Manager, Beverly Anderson helps financial advisors develop a solid marketing strategy from the ground up—completely tailored to their niche, their location of their business, and their personal goals and ambitions for their firm.
Reflecting on the camaraderie of the Indigo team, Beverly remembers waking up one morning in March 2023 to hear about the Silicon Valley Bank collapse. “For our Total Marketing Package monthly clients at Indigo, we provide on-demand articles when there’s something urgent that has happened in the financial world. And that morning in March our writers had already started writing the phenomenal article that it came to be, which highlighted what had happened and what this means for financial advisors’ clients—to give them some peace of mind.
“It starts from our writers at the top, then goes to proofing, and then goes to our account managers to then send to our clients. If the advisor accepts the article, it goes on to deployment to put out on their social media channels, email blasts, and blog posts. You just feel that sense of camaraderie when you’re texting each other back and forth to make sure it gets out on time because it’s an urgent topic. And this one got great feedback.”
Beverly says one phrase always pops into her head when she thinks about the collaborative dynamic of the Indigo team’s working environment: “We’re all just a bunch of doers.” She explains, “We work completely remotely in different time zones and somehow we’re still a very well-oiled machine. I think that just speaks to how adaptable we are at Indigo, how efficient we are, and how accountable we are as individuals and as a team.”
We invite you to watch this short video to hear more from Beverly about her active life outside of work living in Central Oregon and why she loves collaborating with the Indigo team to better meet our financial advisor clients’ needs.
We are thrilled to have Beverly as part of our team and look forward to the continued success she brings to our organization.
At Indigo Marketing Agency, we understand firsthand how much work you have on your plate as an independent financial advisor. If you’d like help handling your marketing, we encourage you to schedule a free strategy session with our team today. We’d love to hear more of your story and talk about how we can help you cross marketing off your to-do list for good.