Our Services
Total Marketing Package
Frustrated by ineffective marketing efforts? Our Total Marketing Package for financial advisors offers three tiers to streamline your strategy, save time, and deliver high-quality leads and referrals. Our dedicated team becomes your marketing department, attracting the $1M+ AUM prospects you want to work with while you focus on closing and serving clients.
Done-For-You Marketing Solutions
Custom
Your COmpetitive Edge
Starting at
$5,000
NO CONTRACT
Growth
More Qualified Leads
MONTHLY
$3,000
$5,000 SETUP
NO CONTRACT
- Everything in Stand Out
- Appointment Lead Funnel
- Lead Magnet Funnel
- 2x a Month Calls With Team
- Ongoing SEO
- Ad Creatives & Management (One Platform); Additional platforms available for additional cost.
Stand Out
Increase Referrals
MONTHLY
$1,450
$4,000 SETUP
NO CONTRACT
- Monthly Custom & Personalized Article (in Your Voice) & Distribution
- Swap Any Monthly Article for Custom Video Script, Editing, & Deployment
- Search Engine Optimization (SEO) & Answer Engine Optimization (AEO)
- Branded Email Marketing
- Automated Welcome Series
- Calendar Integration
- 12-Month Content Calendar
- 1 Weekly Custom Social Media Post
- Monthly Marketing Metrics
- Dedicated Account Manager
Book A Free Strategy Call
Ready to stop blending in with every other advisor? Book your call and get your custom blueprint for predictable growth.
Compare Plans and Features
CUstom Marketing Foundations
This package is ideal for advisors who require a customized approach beyond our standard offerings. To explore how we can develop a marketing solution tailored specifically to your needs, please contact us for a custom proposal.
Get a Quote
CUstom Monthly
This package is ideal for advisors who require a customized approach beyond our standard offerings. To explore how we can develop a marketing solution tailored specifically to your needs, please contact us for a custom proposal.
Get a Quote
*Additional platforms or LinkedIn campaigns can be added on to package.
**Ads – Client must agree to a minimum of $1k ad spend per month per platform.
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How can we help?
Frequently Asked Questions
Hiring a new marketing agency can be a daunting task. Let us do the hard work for you! Read some of our frequently asked questions to learn more about exactly what is included in our services. If you still have questions, schedule a free consultation with one of our experienced marketing strategists. We would love to hear from you!
No contracts, no commitments. All Total Marketing Packages are month-to-month. You can cancel at any time and you retain full ownership of everything we’ve built for you: your website, content, funnels, and all creative assets.
Everything is built specifically for you. Before we write a single word, we go through a strategy consultation to capture your voice, your niche, and the clients you’re trying to attract. Your articles, social posts, and emails will sound like you, not like every other advisor’s marketing.
Yes. We handle all of it: announcements, team spotlights, event recaps, award recognition, and personal firm updates. Your social presence should reflect what’s actually happening at your firm, and we build that into your content calendar each month.
Each post is written specifically for your brand, voice, and ideal client. We don’t rotate generic financial content. Every post is tailored to your niche, your messaging, and what’s relevant to your business that month.
We work remotely, and we handle scripting, editing, and deployment. You record on your own device (phone or computer works fine), and we take it from there. If you’d prefer not to appear on camera, we can produce stock footage video content as an alternative, specifically for ads.
Yes. We can produce stock footage or AI-assisted video content that doesn’t require you to be on camera (specifically for ads). We’ll recommend the right format based on your goals and audience.
Every client receives monthly marketing metrics covering website performance, keyword rankings, content engagement, email results, and lead-generation activity. Growth Tier clients also get 2x-monthly strategy calls to review performance and adjust the plan. We set KPIs at the start so you always know what we’re tracking and why.
Most clients start seeing measurable improvements in website traffic and search visibility within the first 3 to 6 months. SEO and content marketing compound over time; the longer you run a consistent program, the stronger the results. Paid ads and funnels can produce activity faster, but sustainable pipeline growth typically builds over 6 to 12 months.
Stand Out is built around content, SEO, and brand authority—ideal for advisors who want to grow through referrals, visibility, and a consistent online presence. Growth adds active lead generation: appointment funnels, a lead magnet funnel, paid ad management on one platform, ongoing SEO, and twice-monthly strategy calls. If you want inbound leads, not just credibility, Growth is the right fit.
Yes. As your business evolves, your package can too. We’ll work with you to adjust the tier or add services as needed.
You keep everything. Unlike template-based platforms that lock you into monthly fees for access, Indigo builds assets you own outright: your website, your content, your funnels. If you ever leave, it all stays with you.
Yes. We’ve worked with hundreds of RIA and broker-dealer-affiliated firms, and we build our content and approval workflows around your compliance process. We create content that informs rather than promotes, and we can adapt our review process to match your firm’s turnaround requirements.
Yes. We kick off with a strategy consultation, social media and branding setup, a website audit, and a 12-month content calendar—all included in your setup. This foundation phase ensures everything we do from month one is built on strategy, not guesswork.
Still Have Questions?
