Join us for an exclusive webinar on how we help top independent financial advisors get more clients and grow their AUM.
We’ll review the truth about marketing for top independent financial advisors and exactly what’s included in our total marketing package.
1. The truth about marketing for financial advisors
2. What works and what’s a waste of money
3. The only two ways advisors really get new clients
4. What’s included in our Total Marketing Package
5. How much money to budget for your marketing
6. How many new leads to expect
Be sure to stick around until the end to save $500 on your marketing and get your free custom marketing calendar.
How can we help you with your marketing?
We help top advisors with a true specialty to create custom marketing plans. Our most popular services include our Independent Websites for Independent Advisors, our Search Engine Optimization service, and our Monthly Marketing Package, but we can also help answer your questions and work with you on project-based marketing campaigns.
Why do top independent financial advisors work with Indigo Marketing Agency?
Most of our advisors work with us because they want a custom solution. They may have a unique specialty or want 100% control over the way their story is told. There are a lot of great generic marketing solutions out there, but at Indigo, we create custom marketing to fit your firm and tell your story.
About Claire
Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving financial advisors. It’s her mission to help independent financial advisors help more people through their incredibly important work. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis.