At Indigo Marketing Agency, we got together as a team, identified our favorite financial advisor clients, and picked apart some of the characteristics they share. Whether you’re a new client of ours or are thinking about partnering with us, you may be wondering if you’re a good fit for our services.
In this two-minute video, I walk you through the four characteristics we look for in a new client. If you’re a financial advisor who has these traits, reach out to us today! We’d love to help you with your marketing. Watch now or keep reading to get the inside scoop.
Trait #1: Easy to Work With
First and foremost, our ideal client is someone who is easy to work with. In other words, they:
- Respond to emails promptly (usually within 48 business hours)
- Review their marketing articles and approve them in a timely manner
- Don’t need many reminders to get things done (e.g., We send them an article and they immediately submit it to compliance without us having to send multiple follow-up emails.)
Trait #2: Optimistic About Their Firm
Our ideal client at Indigo Marketing Agency is pleasant to work with. They’re optimistic about the growth of their firm and know that they’re providing tremendous value to their clients. They’re proud of the work they do, and their passion energizes us to help them further their mission.
Trait #3: Trusts Us to Do Their Marketing for Them
How many times have you worked with a client who wanted to micromanage their investments instead of letting you do your job? It’s never a pleasant experience. The same applies to our business. If you trust us enough to outsource your marketing to our firm, we encourage you to let us do the system that we know works for financial advisors.
At the end of the day, our ideal client knows we can do their marketing better than they can and they trust us to make it happen.
Trait #4: Believes in Our Process
We’ve built our digital marketing process after working with thousands of financial advisors over the course of nearly a decade. We know we’re doing the most important things for our clients from a marketing perspective, and we designed our system to get you more exposure, position you as a subject matter expert in your field, and get you more referrals and ideal clients.
Our ideal client trusts us and our process. Even when it seems like you’re not that involved in your marketing, our best client knows that’s actually a good thing because then you have time to focus on everything else going on in your business.
Does This Sound Like You?
If you’ve made it this far and you’re thinking, “Yes! This is exactly the type of advisor I am.” Well, then…we want to work with you! Schedule your free strategy session now to learn how we can help you grow your firm and attract more clients you love all while saving you time.
BONUS: Like This Article? Use Our Methodology to Discover Your Own Ideal Client!
Our team had fun digging into our favorite clients and figuring out why we love them so much. And let me tell you, following this same exercise with your firm can be a great way to figure out the types of clients you want to serve as a financial advisor so you can sharpen your marketing message and attract more of them.
So, if you have 30 minutes or so to spare, take a moment to think about your top 5 clients and what they all have in common. If you’re feeling stuck, here are some questions to get you started:
- How old are they?
- Where do they live?
- At which company do they work?
- What is their job title?
- What is their income level?
- Where did they go to college?
- What do they do for fun? What causes are they passionate about?
- Where do they get their news?
- What is one of the biggest problems they’re facing right now?
- What is their biggest financial goal?
Once you finish this exercise, examine your answers for all five clients. Do you see a common theme? Maybe they all work for the same company, live in the same area, or share the same goals. If you see any commonalities, then you may be on to the ideal client for your firm!
For weekly marketing tips for financial advisors by video, subscribe to our YouTube channel here: https://www.youtube.com/c/IndigoMarketingAgency.