If there’s one thing we believe here at Indigo Marketing Agency, it’s that everyone has a “why” that drives their decisions.
Our “why” is to help financial advisors like you tell their story so they can serve their ideal clients, have a huge impact, and make their mark.
Your story inspires everything we do, and we believe it deserves to be told. But before we help you tell your story, we thought we’d share a bit about ours…
At Indigo Marketing Agency, we’re a dedicated group of marketing consultants, small business owners, teachers, librarians, CPAs, CFP® professionals, and military spouses.
The fact is, our team has a wide range of professional experience—which is good news when it comes to crafting custom marketing campaigns for financial advisors.
Even better, many members of our team also come from the financial world, where they gained a solid understanding of the industry, compliance, and what advisors are actually looking for from their marketing.
Did you know our founder, Claire Akin, was an independent financial advisor before she realized marketing was her true calling?
Born to Work With Financial Advisors
You could say Claire grew up in the financial services industry. Her dad has worked in the industry for over 37 years and became an independent advisor as soon as the idea came out in 1981. He has been affiliated with LPL Financial since back when it was called “Linsco Private Ledger” and is currently their 7th-longest tenured advisor.
More than that, his brother and best friend are also both advisors in the same OSJ, so family gatherings include a lot of investment talk.
As soon as Claire got her driver’s license at 16, she began working for her dad’s firm after school. After earning her MBA, she took over his marketing department and worked as an advisor herself. With the mission to help even more financial advisors leverage marketing to grow their businesses, Claire then founded Indigo Marketing Agency.
Why We Love Working With Financial Advisors
Collaborating with this group of professionals is deeply rewarding and limitlessly fascinating. Here are just a few reasons why we love working with financial advisors.
1. They’re Entrepreneurs
Many of the advisors we work with share the same traits: they’re intelligent, analytical, extroverted, and driven (read: Type A—and we wouldn’t have it any other way). Could you think of a more interesting group of folks to work with every day?
At their core, advisors are entrepreneurs who create and run businesses. This breeds passion, enthusiasm, and fresh ideas to consistently grow. As entrepreneurs ourselves, our team admires and enjoys learning from the advisors with whom we collaborate.
2. They Do Important Work
It’s frustrating to hear people describe advisors as dishonest or greedy. You may have noticed that large financial institutions and Wall Street brokers have given everyday, hardworking advisors a bad rap—and that’s just not fair. Or accurate.
Even self-help hero Tony Robbins has been bad-mouthing advisors recently (should someone tell him there’s a difference between brokers and independent advisors?).
But the advisors we work with spend long hours supporting their clients, and work even harder to ensure their advice is honest, accurate, and unbiased. They’re top-level educators that help people understand the options available to them in order to make confident decisions.
They’re integral to the process of saving for retirement, creating financial stability, planning for their children’s education, and giving to the causes they care about. The truth is that our communities and futures are better as a result.
3. They’re Members of Our Communities
At Indigo, we’ve heard hundreds of stories from our advisors about how their clients really feel about them—and it’s not what you’d expect. Sure, their clients appreciate their financial advice, but it’s so much more than that.
We hear about clients explaining just how much their advisor had helped their entire family, how much they appreciate their work, and how they’d inspired them in other areas of their lives.
There are stories of advisors paying for Little League uniforms or donning black suits to pay their respects when a client, neighbor, or community leader passed away.
The fact is, advisors are important members of our communities, helping us save for the future and supporting our friends and neighbors. Most advisors we know give back to their communities, whether raising money for local charities or educating community members on financial topics.
More than any other financial service or professional group, we see advisors giving back to their communities.
4. They’re Good People
In virtually every industry you come across, there are stories of swanky conferences, back-door dealings, and sleazy behavior. But there’s no industry people love to target more than the financial services industry.
Despite the reputation our industry has for greed and corruption, the advisors we know are the most honest, respectable people you will meet.
We love attending broker-dealer conferences and seeing the same advisors year after year with their spouses and children. We’re part of a lovely group of hardworking people who do the right thing for their clients and their families.
5. They Help People
Over the years working with advisors, we’ve noticed that the lawyer or the accountant isn’t the first person called when tragedy strikes; it’s the financial advisor. If you’re anything like the financial advisors we work with, you can relate.
To have a trusted person to call during times of need is a meaningful and important benefit. Even though people typically list doctors, lawyers, and accountants in the same category as financial advisors in terms of the role they play in clients’ lives, could you imagine leaning on your doctor or lawyer during a divorce or death?
The role advisors play in clients’ lives is much more than financial. Client meetings can feel like therapy sessions at times (some advisors are even trained in crisis counseling). The advisors we know go above and beyond to provide support to their clients.
Curious About How We Can Help You?
If you are an advisor, we’re grateful for all you do to serve your clients and your community. We’re happy and proud to support you in providing valuable and significant work.
While you work hard and shoulder tremendous responsibility, the skeptics question your integrity and compliance never cuts you a break. It may not be easy, but the work you do sure is important.
Which is why your marketing strategy is so critical—so you can reach more people who need your help.
But are you feeling overwhelmed with your marketing? Do you wish you could focus on your clients without being sidetracked with endless cold calls, lead-generation tools, and ongoing content creation? Then our Total Marketing Package is for you; let us take marketing off your plate so you can focus on what matters most.
If you have any questions about how we can help you boost your online marketing, schedule a phone call with us here!