If you’re a long-time Indigo client, you’ve probably had the privilege of working with Lori Koepke—a talented and experienced Account Manager and a key contributor to our success here at Indigo Marketing Agency.
When Lori first came to Indigo, she was one of about six employees and the only account manager on the team. Lori says, “Even though Indigo has grown so much, there’s still that closeness and camaraderie between team members that I absolutely love and value in a workplace.”
The role of an account manager is not just an administrative role, but also one of a coach, a teacher, and a problem-solver. An incredible asset to our team, Lori spends her days working with financial advisors—each with very different needs and processes. Over the years, Lori has grown to love her clients, not only as professional people, but also on a personal level. She’s celebrated with some as they’ve welcomed babies or grandbabies; she’s grieved with them through the loss of loved ones. The partnership has not only improved their marketing efforts, but has been a meaningful part of Lori’s life as well. Seeing how her financial advisor clients passionately serve their clients has made her desire to continually improve her service to her clients as she answers their questions, troubleshoots, and helps them tell their stories.
From a young age, Lori’s father instilled in her the value of finance and managing money well, and those values have grown with her as she is now a wife and mom, and looking toward the future for her own children, planning for their college, and even their future retirement. Please watch this short video to hear from Lori about why she loves collaborating with the Indigo team to better meet clients’ needs and why she’s passionate about serving our financial advisors.
We are thrilled to have Lori 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.
For weekly marketing tips for financial advisors by video, subscribe to our YouTube channel here: https://www.youtube.com/c/IndigoMarketingAgency.