Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Midstream Marketing

NOVEMBER 5, 2024

Key Highlights Niche marketing helps financial advisors be different in a busy market. By focusing on a specific target market, they can design their services and messages to connect better. Introduction In the busy world of financial advice, it’s important to stand out. It allows financial advisors to stand out.

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Financial Advisor Marketing Marketing Financial Advice 52

Indigo Marketing Agency

FEBRUARY 12, 2024

In today’s dynamic financial landscape, the role of financial advisors extends beyond traditional financial planning to include effective digital marketing strategies. In this blog post, we answer the question “How do financial advisors market themselves?”

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Financial Advisor Marketing Marketing Advertising 52

Indigo Marketing Agency

JULY 1, 2024

Do you find it hard to stand out in a crowded market as a financial advisor? Find out how a top digital marketing agency for financial advisors like Indigo Marketing Agency can help your business grow. Why Choose a Specialized Marketing Agency for Financial Advisors?

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Financial Advisor Marketing Marketing Clients 52

FMG

JANUARY 2, 2023

Webinars provide a great opportunity for advisors to create high-quality content while promoting their brands and services. And because webinars require no additional overhead costs, once produced and hosted, this particular strategy is incredibly cost-effective. A webinar should not be thought of as a sales process.

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Communication Media Budgeting Financial Services 52

Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

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Ethics Financial Advice CFP Financial Advisor 190

Indigo Marketing Agency

FEBRUARY 19, 2021

Do you ever wonder how your business compares to other financial advisors? Financial services is getting more competitive as baby boomers age out of the industry and are replaced by younger, more tech-savvy advisors. Check out my latest webinar to learn how to grow your business by 25% in 2021.

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Financial Advisor Financial Services Clients Management 52

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. So, why are webinars so powerful?

Financial Advisor 52

Financial Advisor Clients Sales Risk Analysis 52

Indigo Marketing Agency

DECEMBER 16, 2019

Released Today: The Marketing Guide for Financial Advisors! I am proud to announce that my new book, The Marketing Guide for Financial Advisors , was officially released today! This book includes everything that I know about marketing including: Why digital marketing is so challenging in financial services.

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Financial Advisor Marketing Marketing Engineering 52

Indigo Marketing Agency

OCTOBER 22, 2020

When a financial advisor tells us they need help to select their niche, we recommend they do three things: . Watch our workshop webinar on embracing a specialty. We’ve had dozens of advisors follow these three foolproof steps. Watch This Webinar on Choosing a Radically Relevant Niche . You’re not alone.

Financial Advisor 52

Financial Advisor Clients Financial Planning Retirement 52

Indigo Marketing Agency

JULY 13, 2024

Working with a financial advisor marketing provider is a lot like being in a relationship (hear us out!). For financial advisors, marketing pain points can be some of the most stressful parts of running your business. There is no one-size-fits-all solution for financial advisor marketing.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Indigo Marketing Agency

JANUARY 17, 2022

It’s no secret that the financial landscape is changing rapidly. To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

FMG

JULY 20, 2022

As a financial advisor, generating leads you can convert into clients is essential. At the same time, the digital side includes email marketing, webinars, websites and much more. Read on and find out how our 4 Digital Lead Generation Strategies for Financial Advisors can help you! Define Your Niche.

Financial Advisor 52

Financial Advisor Media Clients Food 52

Indigo Marketing Agency

SEPTEMBER 16, 2024

The Power of Video Marketing for Financial Advisors Video content has become one of the easiest and most impactful ways for advisors to share their expertise. For financial advisors, incorporating video into your strategy can make all the difference when it comes to client retention and attracting new prospects.

Planning 52

Planning Marketing Marketing Financial Advisor 52

Indigo Marketing Agency

APRIL 26, 2021

Explore the 12 Best Books for Financial Advisors. I’ve read hundreds of books for financial advisors over the years. As a financial advisor, I know you’re busy. To help you out, I’ve gathered a list of the top books for financial advisors. The Best Books for Financial Advisors.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

Indigo Marketing Agency

DECEMBER 18, 2019

Why Do Financial Advisors Benefit From Working With Marketing Companies? Most financial advisors don’t have a lot of time to devote to their marketing strategy. That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. . Websites for Financial Advisors.

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Financial Advisor Marketing Marketing Compliance 52

Indigo Marketing Agency

JANUARY 16, 2020

Why I Love Marketing for Financial Advisors: I love marketing and I love working with financial advisors. When I started Indigo Marketing Agency in 2015, my goal was to make marketing for financial advisors easy and fun. Lead Generation Tools for Financial Advisors. SEO for Financial Advisors.

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Financial Advisor Marketing Marketing Financial Services 40

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.

Financial Advisor 52

Financial Advisor Clients Communication Accounting 52

Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. That’s why I’m excited to share the top books for financial advisors in 2020. That’s why I’m excited to share the top books for financial advisors in 2020. Top Books for Financial Advisors in 2020. Getting Things Done by David Allen.

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Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

JULY 1, 2024

To stand out in the competitive world of financial planning, you need more than just excellent financial services or agency support. To attract and retain clients, mastering the art of financial planning marketing is crucial. Leverage SEO: Search Engine Optimization (SEO) is vital for enhancing your online visibility.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

Indigo Marketing Agency

AUGUST 2, 2021

In this exclusive webinar, I team up with expert guest Leila Shaver of My RIA Lawyer to teach you best practices on how to use the new testimonial rule to market your RIA. Leila has 10+ years of experience providing legal and compliance guidance to the financial services industry. 7 general violations to avoid. Claire Akin, MBA.

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Compliance Marketing Marketing Financial Services 52

Indigo Marketing Agency

NOVEMBER 20, 2023

Are you a financial advisor looking to expand your subscriber numbers and cultivate valuable leads with your email marketing? Continue reading for expert advice tailored to the specific needs of financial advisors just like you. Paid Advertising (PPC) for Financial Advisors Create targeted ads on Google and Facebook.

Financial Advisor 52

Financial Advisor Engineering Advertising Compliance 52

Indigo Marketing Agency

JUNE 1, 2023

Keeping financial advisors up to date on the latest marketing trends is one of our favorite things to do at Indigo Marketing Agency. If you’re ready to grow big or go home, read on to learn more about the power of growth marketing and 6 ways financial advisors can use it to scale their businesses.

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Marketing Marketing Financial Advisor Clients 52

Midstream Marketing

AUGUST 13, 2024

Key Highlights A good marketing plan is important for financial advisors. This guide shows key strategies to build a financial advisor marketing plan. Introduction In financial services, finding the right clients requires a smart marketing plan. It is important to show your skill in financial planning.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Indigo Marketing Agency

JUNE 16, 2024

Have you considered utilizing webinars and courses to find more clients ?) If you have the experience and acumen to position yourself as a helpful financial advocate, then your service will dovetail with TMP Nurture swimmingly! High-touch financial services is not one of them.

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Clients Marketing Marketing Engineering 52

Indigo Marketing Agency

APRIL 16, 2020

This month’s issue is all about Marketing for Hire: A remarkable number of marketing resources are now available in the advisor ecosystem. The feature describes how financial advisors successfully outsource content creation to save time and gain new clients. Two Top Advisors Dominating Their Space.

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Clients Media Engineering Financial Services 52

Indigo Marketing Agency

JULY 1, 2020

Well, the financial services industry has experienced a lot of change these past six months. And how can advisors use them to their advantage? 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. There’s no denying it.

Financial Planning 52

Financial Planning Clients Planning Financial Services 52

MainStreet Financial Planning

APRIL 4, 2023

With more than 38 years in the financial services and mortgage industry, the last 16 exclusively in the Reverse Mortgage business, Homa brings extensive knowledge and expertise to her clients. She is a board member for Financial Planners Association, San Francisco Chapter and is fully committed to helping her community.

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Financial Planner Financial Planning CFP Education 88

Indigo Marketing Agency

MARCH 18, 2021

Many financial advisors who are just getting started with their digital marketing often ask, “How often should I email my network?” At Indigo Marketing Agency, we typically send out emails once per month for financial advisors. The average email open rate for the financial services industry is 24.80%. (3).

Financial Advisor 59

Financial Advisor Clients Media Advertising 59

Indigo Marketing Agency

SEPTEMBER 9, 2020

I come across financial advisors every day who are eager to write their own websites, articles, newsletters, and more. But having worked in this industry for quite some time, I’ve come to realize some common blogging mistakes advisors make when creating their own content. Get your free financial review.

Financial Advisor 52

Financial Advisor Retirement Clients Marketing 52

AdvisorPR

AUGUST 10, 2020

Organize a webinar or reoccurring series to introduce new ideas and opportunities to build your community. Organize events – from fundraisers to featuring subject-matter experts and guest speakers—your clients and prospects are looking for opportunities to unite and connect now more than ever.

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Risk Tolerance Media Clients Advertising 52

Sara Grillo

JUNE 12, 2023

Listen to Barry Flagg of Veralytic and Steven Zeiger of KB Financial as they teach financial advisors how to find the secret costs of a policy by going beyond the insurance illustration. I am a CFA® charterholder and I used to be a financial advisor. New York State Department of Financial Services.

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Insurance Clients Financial Advisor Math 59