This has been our best year yet at Indigo Marketing Agency, with more marketing tips for financial advisors than ever before. Take a moment to review our top 10 blog posts of 2021!
10. How to Create a Provocative Value Proposition (Webinar)
Your value proposition is THE keystone of your marketing strategy. It tells prospects how you’re different, why they should choose you over other advisors, and how their lives will be transformed by working with you. It’s your secret sauce—the key to piquing the interest of your ideal A+ clients! Read more here.
9. How to Send Quick Video Messages With Loom (for Financial Advisors)
It happens all the time. What was originally supposed to be a quick email with a client ends up being an hour-long ordeal helping them locate a financial document in their web portal. Is there an easier way to communicate with clients? Yes! Loom is a free video-recording tool that will make your life 10x easier. Read more here.
8. Webinars: The Secret to Increasing Your Conversion Rate
I truly believe webinars are the next marketing frontier for financial advisors. When done correctly, they have a 20% to 40% conversion rate compared to just 3% to 5% for email. (You’ll be hard-pressed to find conversion rates this high with other marketing strategies.)
So, why are webinars so powerful? Read more here.
7. 5 Expensive Marketing Tactics That Aren’t Worth the Money (& What to Do Instead)
Marketing for financial advisors can be frustrating because no one really tells you what works and what doesn’t. When I talk to advisors who are investing heavily in their marketing and not seeing results, I often find out they’re paying exorbitant prices for certain services. The truth is, these five marketing tactics aren’t worth the high price tag. You can spend less and still reach your ideal client. Read more here.
6. How Much Time (and Energy) Do You Waste on Internet Passwords?
We’ve all experienced the headaches of trying to locate and resetting passwords. Studies show that you’ll spend 12 full days throughout your life remembering and resetting passwords. As much as I love technology, I’ll be the first to admit that having to remember dozens of passwords is a huge burden and a waste of time. That’s why I recommend every financial advisor use a secure password manager to store their information. Read more here.
5. Why You Should Publish Your Advisory Fees on Your Website (Video)
There are so many advisors who are hesitant to put their pricing and services front and center on their website (and most don’t have their fees listed on their site at all). I believe you should clearly list your fees and services on your website because it saves you time, weeds out unqualified prospects, and helps website visitors immediately see the value you offer. Read more here.
4. How Often Should You Email Your Network?
Many financial advisors who are just getting started with their digital marketing often ask, “How often should I email my network?” A recent study shows that 36.6% of clients prefer monthly emails, while 30% prefer weekly emails. I personally recommend emailing your list at least once per month, but no more than once per week. Read more here.
3. The One Sentence Used to Add $2 Million in AUM Last Month (Video)
Here’s a quick video highlighting the one sentence my dad used to add two $1 million accounts in one month. I’ll also review the two mistaken assumptions advisors have about client referrals. Watch the video now!
2. How to Invite Friends to Like Your Facebook Page (Video)
Some of my advisor clients are incredibly successful on Facebook, and for some it’s a waste of time. What’s the difference? Demographics. Facebook marketing is not for everyone. If your clients are under 50 or are mostly women, you should get serious about your Facebook strategy and focus on getting more likes for your business page. One first step is to invite relevant personal friends to like your page. Read more here.
1. Podcasting for Financial Advisors (Webinar)
Podcasts have seen a steady rise in popularity over the past decade, and monthly listeners are projected to rise 10% year-over-year. Have you ever thought about starting a podcast as a financial advisor? Podcasts are a great content channel for advisors and can help you rise above the noise. I want to share which type of advisor is best suited for starting a podcast, how to start a podcast the right way, and how to avoid the biggest mistakes advisors make when getting started. Read more here.
Will 2022 Be Your Best Year Yet?
Thank you for being a part of the Indigo Marketing Agency family! I hope that you’ve enjoyed my blog posts, webinars, and marketing tips this year.
If you found these insights helpful, please forward to the financial advisors you know so they can sign up for my newsletter here.
To learn more about what we do for financial advisors and their marketing, watch my free webinar on What We Do & How We Help. In this webinar, I walk you through everything financial advisors need to know about marketing. You can even use this information to do your own marketing if you don’t want to work with us directly. And if you’re ready to partner with Indigo to maximize your marketing, schedule a free strategy session here!
For weekly marketing tips for financial advisors by video, subscribe to our YouTube channel here: https://www.youtube.com/c/IndigoMarketingAgency.