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 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: $3,250 up front and $695 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
Includes these ongoing monthly benefits:
- 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!!
Richard Archer, Archer Investment Management
Bickling Financial
Frequently 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 $2,750 upfront, then $695 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