Indigo Marketing Agency

AUGUST 11, 2020

Webinar marketing for financial advisors is the key to unlocking high conversion rates. If you’ve spent any time on my website or reading my blogs, you know I really like webinars. It was webinars. The more webinar viewers we could get, the faster the business would grow. Creating those webinars allowed me to: .

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Indigo Marketing Agency

AUGUST 22, 2024

5 Steps to Client Retention for Financial Advisors As a marketing agency for financial advisors, we post a lot about growing your business and attracting new clients. But all too often we see financial advisors ignore marketing when it comes to how to retain clients once they’ve signed. BOOK A FREE CALL NOW!

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Financial Advisor Clients Communication Education 52

Indigo Marketing Agency

APRIL 23, 2020

Marketing In A Crisis For Financial Advisors (Free Webinar). The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. How to use the current crisis to multiply your best clients 2. Becoming the “Go-To Expert” in your niche 3.

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eMoney Advisor

JUNE 6, 2023

Building trust is essential to the foundation of a successful client relationship. In our recent webinar, “Key Insights into Becoming a Trusted Advisor” we discussed how to break down client barriers and expand your value as a financial planner. their experiences, biases, etc.) ” Lusardi, 2019.

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Indigo Marketing Agency

APRIL 5, 2023

Recently, Indigo’s very own Hugo Fernandez was featured in a webinar with Schwab Advisor Services. As CEO of Indigo Marketing Agency and author of The Client Acquisition Blueprint , Hugo has a wide range of knowledge about marketing for financial advisors. If you missed the webinar, be sure to check out Hugo’s top takeaways below!

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Indigo Marketing Agency

OCTOBER 28, 2024

Indigo Can Help You Send Holiday Greetings to Your Clients The Power of Personal Connection During the Holidays The holiday season is the perfect time to reconnect with clients, show gratitude, and strengthen relationships. We’ll keep it warm, professional, and concise, ensuring you communicate gratitude while staying on brand.

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eMoney Advisor

NOVEMBER 10, 2022

As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out. If your clients need a little nudge to get going on creating or updating an estate plan , these three examples might help illustrate the consequences of when wealth transfer goes awry.

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Brown Advisory

OCTOBER 28, 2021

To do so, we are honored to have Katharine Hayhoe join us for the final Raising Women’s Voices webinar in our fall season. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

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Brown Advisory

OCTOBER 28, 2021

Raising Women's Voices Webinar Series. To do so, we are honored to have Katharine Hayhoe join us for the final Raising Women’s Voices webinar in our fall season. Thu, 10/28/2021 - 05:00. The goal of Raising Women's Voices is to elevate women’s voices so that we may educate, inspire and challenge each other to raise the future. . .

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Indigo Marketing Agency

DECEMBER 17, 2024

With just 3060 minutes a monthless than 1% of your timeyou can take simple actions that make a HUGE difference in attracting and engaging clients. Create Engaging Content Your content is the voice of your brand, and engaging content builds trust , positions you as an expert, and draws in your ideal clients. The good news?

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Indigo Marketing Agency

MAY 5, 2020

Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis. And I work with 165 top independent financial advisor clients, where we do their marketing for them. So I’ll let John take it away from here.

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Don Connelly & Associates

DECEMBER 9, 2024

If youve been in this business for any amount of time, youre probably building a nest of inactive or dormant clients. These clients were once actively engaged with your advice but have since drifted away for various reasons, including changes in life circumstances, a lack of consistent communication, or a bad experience.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

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BlueMind

JANUARY 31, 2022

Once you have stepped into the field as a financial advisor, the biggest challenge you will come to face as a new player is building your client list from scratch. Read on to find out more about LinkedIn and how you can capitalize on it to generate clients for your financial services. Category: Business Growth.

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FMG

FEBRUARY 22, 2023

As a refresher, some of the most popular forms of marketing include: Events Webinars Social Media Email Marketing SEO/Website Traffic Podcasts Video/YouTube PPC Read on to see real-life examples of financial advisors using some of these marketing tactics and how they worked for them. 5 Marketing Tactics Bringing Real Results 1.

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Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

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Midstream Marketing

DECEMBER 6, 2024

Explore how to reach potential clients by using educational content and CRM systems. It helps them connect with clients and grow their business. You will find tips to improve your online presence, attract more clients, and create successful campaigns. Clients now want financial advice online.

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Indigo Marketing Agency

DECEMBER 11, 2024

The secret lies in mastering the prospect journey, blending automation with personal touch, and strategically diversifying your communication channels. Prospects generally go through three main stages before becoming clients. And the data shows that prospects prefer this coordinated and intentional form of communication.

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Indigo Marketing Agency

DECEMBER 9, 2022

Indigo Marketing Agency specializes in helping financial advisors like you with their marketing, growth, and communication strategy. Take advantage of the opportunity to be an inspiring and trusted voice to help your clients sort through the information they receive. Does your marketing strategy align with your goals for the new year?

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Indigo Marketing Agency

JULY 23, 2020

Well, I just got off a call with a veteran advisor that has been a client of ours for about 3 months. He was blown away that he is currently onboarding 6 new high-net-worth clients. He’s been an advisor for 35 years and always had a successful firm, but he’s never gotten 6 new highly qualified clients in the same month!

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eMoney Advisor

MARCH 21, 2023

Despite the toll on client emotions, times of market volatility give financial professionals a real opportunity to shine. By using your expertise to communicate, educate, and provide perspective, you’ll likely magnify the loyalty of your clients. Some clients are better at handling this than others.

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Harness Wealth

OCTOBER 2, 2024

To attract new clients and foster long-term relationships, tax advisors could consider adopting digital marketing strategies. To attract new clients and foster long-term relationships, tax advisors could consider adopting digital marketing strategies.

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Taxes Tax Planning Marketing Marketing 52

Midstream Marketing

DECEMBER 10, 2024

Key Highlights We will discuss how to build a strong brand identity and use referrals to attract clients. Learn how to tailor your messages for different clients. They must attract potential clients attention. When they achieve this, they can build solid relationships with potential clients and grow their business.

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FMG

FEBRUARY 20, 2024

They want clients and prospects to see their posts and interact with them, whether it’s through comments, reactions, or sharing. What services do you provide, and how do they impact your clients? What value are you bringing when it comes to helping clients with their taxes? What are you there to do?

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Indigo Marketing Agency

JULY 1, 2020

One way we do this is through an annual client survey. . On May 31, we sent out an email to our current clients asking them to fill out a 5-minute survey online. It’s always scary asking clients how we’re doing, but I’m pleased to say that the results of our 2020 Client Survey were overwhelmingly positive!

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Indigo Marketing Agency

NOVEMBER 3, 2021

How to Create a Provocative Value Proposition (Webinar). It’s your secret sauce—the key to piquing the interest of your ideal A+ clients! What was originally supposed to be a quick email with a client ends up being an hour-long ordeal helping them locate a financial document in their web portal. So, why are webinars so powerful?

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FMG

AUGUST 10, 2022

Beyond making sure current clients are happy, most advisors want to know how to get more. Keeping the 5-second rule in mind, It is crucial that potential clients glancing at a website are able to clearly understand who you are serving, why and how. An attractive website to clients, features content that services their values.

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Indigo Marketing Agency

AUGUST 13, 2024

Consider a financial advisor with 100 existing clients averaging $1M in assets each. Implementing automated tools for scheduling, client communications, and portfolio tracking can significantly reduce manual workload. responding to emails, creating content, or preparing client reports).

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FMG

JANUARY 23, 2023

From specific tools to examples, the information below will provide ways advisors can personalize their emails and enhance their communication. Content: The other factors on this list will get your recipient to engage with your emails, but the actual content is what will keep clients subscribed. Personalization helps in this regard.

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Indigo Marketing Agency

JULY 1, 2020

At Indigo Marketing Agency, we send out a client survey each year asking advisors to share their feedback on how we can improve our services. As one client put it, “ I’ve been using Zoom for about a year, but I’ve really put it to good use this year. This may be the future of how we work with our clients and prospects.” .

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eMoney Advisor

FEBRUARY 22, 2023

Amid the Great Wealth Transfer, with $84 trillion set to be passed between generations in the next two decades 1 , there’s a question you must ask yourself: Are your clients’ adult children prepared to inherit? the better path lies in improving family communication and financial education. Estate Plan Basics.

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Midstream Marketing

NOVEMBER 26, 2024

Crafting impactful content and using the right communication tools is essential for their growth. Why SEO Strategies Matter in Marketing to RIAs In the busy financial services world, investment advisors and asset managers must attract and keep clients. This way, they can build brand awareness and develop strong client relationships.

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AdvisorPR

MAY 13, 2020

Your prospective clients have dramatically shifted their behavior in record time. Your live presentations, appointment process, onboarding and ongoing client communication processes call all be done virtually, with the adaption of technology. Explain what benefits your client can enjoy because of your Digital Storefront Policy.

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Indigo Marketing Agency

DECEMBER 18, 2019

Not only are they busy running their business and serving their clients, marketing may not be their expertise or interest. Twenty Over Ten has a free 14-day trial for new clients. . Branding and Communications for Financial Advisors. Impact Communications and Marie Swift. Engaging your clients .

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Midstream Marketing

NOVEMBER 26, 2024

Why Marketing to RIAs is Important In the tough financial services world, RIAs need to focus on attracting and keeping clients. They can create brand awareness and build strong client relationships. It also helps them find the right clients and reach their business goals. They need to always put their clients’ needs first.

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eMoney Advisor

NOVEMBER 15, 2022

To start, gratitude can support your clients’ commitment to pursuing their financial goals. There are tried-and-true solutions, like client appreciation events, but smaller acts of gratitude also have a big impact. A handwritten note to thank a client for a referral can solidify that connection.

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