Our most popular service for independent financial advisors!
We’ve taken everything that we know works for advisors and condensed it into one affordable package designed to take marketing off your plate and generate more referrals and leads. The first part of our Total Marketing Package includes building a strong marketing foundation for your firm (which is key to seeing successful, long-term results). The second part includes producing regular, custom content that improves your SEO and keeps you top of mind. Pricing: $3,500 upfront and $795 per month Includes our Marketing Foundations package:
- Setting up and optimizing your social media profiles (LinkedIn, Facebook, Twitter, YouTube)
- Implementing our top-rated search engine optimization package ($1,499 value)
- Setting up your email marketing system and creating a custom email design
- Building a 12-month personalized marketing calendar
- Performing a website audit to increase conversion rates on your site
- Constructing a “Get Started Now” landing page with online calendar to convert leads
- Creating one custom article or video each month
- Publishing weekly social media posts to LinkedIn, Facebook, Twitter, and Google My Business
- Delivering monthly metrics from Databox to show how your marketing is working
- Performing one hour of website management each month
What our clients have to say...
How We Helped Novi Wealth Partners Find Consistency In Their Marketing Message
Novi Wealth Partners knew they needed to be consistent with their marketing, but as a small team of eight, they were all stretched too thin to do it themselves. They were drawn to Indigo Marketing Agency because we’re specifically for financial advisors. They knew they wouldn’t have to worry about the content we produced for them and whether it resonated with their audience.
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Jim Callens
GLH&C Financial Services
I want to thank you for the outstanding work Indigo Marketing has done for my business. I believe I started with Indigo a little more than a year ago. I was skeptical for a while, I was concerned whether it was making a difference for my business and the bottom line.
Beginning in the 4th quarter of 2020 I began seeing an increase of referral business. Mostly from my existing clients, but also from individuals I added to my marketing campaign.
This last quarter – Q1 2021, I have gathered more assets under advisory than any year I have been an advisor! My GDC is up 53% from same time last year! Granted this is only one quarter, but I am looking forward to an outstanding year!
The quality of the referrals have been excellent — the kind of people I like to work with — friendly, hardworking, intelligent, and rewarding to have as clients. All A+ clients!
Amy Lanci is excellent to work with, always listening to my suggestions, keeping me focused, and getting the articles done for me.
Claire, thank you for everything your team has done. I couldn’t be happier with the results!!
Testimonial Program for Financial Advisors
We’re excited to announce that Indigo is now offering a Testimonial Program to help advisors get glowing client reviews online—all while remaining compliant. This program is especially powerful for any advisor looking to strengthen their reputation and trustworthiness online. Testimonials are important because they provide credibility and social proof, and they also boost your search engine optimization (SEO) and help people find you online.
When you enroll in our Testimonial Program for financial advisors, you get:
- Up to five written testimonials
- A “Please Share Your Story of Working With Us on Google or Facebook!” email to collect testimonials
- A “See What Clients Are Saying About Us!” email to show off those glowing reviews
- A possible “Client Profile” article for any reviews that are truly remarkable and worthy of a deeper dive
- A disclosures page added to your website
- A “Client Stories” page added to your website that houses all your testimonials in one place
Think of our Testimonial Program as an investment in your future. Collect glowing, five-star reviews today, and they’ll keep serving your business and attracting the right clients for years to come. Learn more about the program here:
Testimonial Program for Financial AdvisorsFrequently Asked Questions
Am I locked into a contract with the Total Marketing Package?
We don’t require contracts or commitments. You can cancel at any time and you retain ownership of all of the content we’ve produced for you.
What if I don’t need the SEO portion of the Total Marketing Package? Can I get a discount?
Sure, we’ll take $500 off the upfront cost of the Total Marketing Package if your website is already optimized. This means you’ll pay $3,000 upfront, then $795 a month after that.
Can you make updates on my website for me?
Yes, if you need to update text or add a team member to your website, we can do that for you. Our Total Marketing Package includes one hour of website maintenance per month. If you need a design change, we can do that at our hourly rate.
Why do you post to social media three times a week?
Social media moves quickly. If we didn’t post to your channels three times a week, your content would get buried in your audience’s news feed and no one would see it.
Do you post the same content to social media?
We schedule unique social posts that don’t repeat within a 30-day period. We share anything on your website, including key pages about your story, your process, what makes you different, along with any custom content we create for you.
What types of posts do you create for my social media pages?
The first 10 social media posts are scheduled around our “Welcome to the World” posting schedule. Following that, we post these key areas and rotate blogs from your site:
- Our mission statement
- Why I started my firm
- Get started now online
- Our main services
- Introducing our team
- Our firm values
- How to work with us
- Other services we offer
- What’s new at our firm
- Why I became a financial advisor