Claire Akin's Blog, page 10

Indigo Marketing Agency Announces Launch of Exclusive Webinar Showing Financial Advisors How to Grow Their Client Base in 2024

Indigo Marketing Agency, a leader in financial advisor marketing, has announced the launch of its educational webinar event specifically for independent financial advisors seeking to scale their businesses efficiently. 

Titled “How to Create Your Marketing Strategy and Grow Your AUM by 25%,” this free, educational content aims to transform the way financial advisors approach marketing by equipping them with the proven plan that has been pivotal for the success of hundreds of advisors since 2015.

A Road Map for Financial Advisors

The content focuses on personalizing success, teaching financial advisors how to construct a marketing plan from scratch while at the same time ensuring it is suitably targeted to their brand and core audiences. The content teaches this by showing participants how to establish themselves as thought leaders in their niche, effectively removing any barriers to fee acceptance through trust-building strategies.

The webinar also goes on to detail the strategies needed to not just attract leads, but also effectively close them. This includes methods to build trust, nurture leads, and cement themselves as local authorities even among local competitors.

Though the webinar itself has a strong emphasis on attracting “cold leads” (i.e., prospects who are entirely new to the advisor’s service), the content also describes best practices for effectively garnering referrals from existing clients. 

The Technical Aspects of Lead Generation

In addition to the psychological strategies of growth, Indigo’s webinar also contains recommendations on the technical. The webinar contains point-by-point guidance regarding search engine optimization (SEO), helping financial advisors appear in the most visible spaces on search results pages from Google and other search engines. 

The webinar also contains information about maximizing ad spend, creating a reliable, scalable strategy, and polishing their overall branding.

Indigo Marketing Agency is also providing webinar attendees with a complimentary 12-month content planning calendar, a market-validated tool designed to help financial advisors plan their marketing efforts effectively while ensuring a consistent and impactful system of attracting new clients throughout the year.

For more information and to register for the webinar, please visit this web page. About Indigo Marketing Agency.

Indigo Marketing Agency specializes in providing cutting-edge marketing solutions to independent financial advisors. Since 2015, the organization has been committed to helping advisors grow their businesses through effective, proven marketing strategies. With deep professional experience in the financial industry, Indigo remains focused on delivering results-driven solutions that cater to financial advisors’ specific needs.

Get in Touch With Indigo Marketing Agency here.

The post Indigo Marketing Agency Announces Launch of Exclusive Webinar Showing Financial Advisors How to Grow Their Client Base in 2024 appeared first on Indigo Marketing Agency.

Advisor Spotlight: Steve Seals

In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). We’re proud of the incredible people who partner with us to elevate their business with the ultimate end goal of bettering others’ lives through successful wealth management. Each Spotlight showcases how the financial advisor makes a difference in their field, and how Indigo Marketing Agency has the privilege of partnering with them to share that with the world. 

Heartfelt Volunteer Work To Better The Community And Beyond

Financial Advisor Steve Seals’ community service outreach efforts have elevated him to new heights. He’s the latest star in Indigo Marketing Agency’s Advisor Spotlight series.

We chose to shine a light on Steve because of the heartfelt volunteer work he does for the betterment of his community and beyond.

In addition to operating Seals Financial Planning & Investments, Steve takes time out from his busy schedule to help those in need. 

Let’s take a look at the community service outreach Steve does outside of the office.

Community Revitalization

Steve’s partnership with the University of the Virgin Islands (UVI) Research and Technology Park (RTPark) is one of the remarkable ways he contributes his skills to make the world a better place. 

Created in 2002, UVI RTPark is a rapidly growing economic development program specializing in technology and knowledge-based business attraction in the United States Virgin Islands (USVI).  

UVI RTPark’s mission is to become the premier business destination of choice for firms in knowledge and technology-intensive sectors. 

So, how do Steve’s skills contribute to the UVI RTPark mission?

While at University of Kentucky, Steve taught several financial literacy seminars. During his time on campus, he learned about the UVI RTPark program. Noticing that they had a desperate need for financial literacy, he partnered with them—and has been part of the program ever since. (Steve continues to provide value to this audience; e.g., we wrote and deployed a valuable blog post titled “Are You Maximizing Your University of Kentucky Benefits Package?”)

In an effort to help the UVI RTPark program create a population that is able to move the USVI economy forward, Steve teaches financial education courses for high schoolers, college students, and the UVI faculty and staff. He divides his time between Lexington, KY, and St. Croix, US Virgin Islands.

Steve is immensely proud (as he should be) of his partnership with the UVI RTPark to lift underrepresented communities. 

Support for Women

Steve’s community service outreach isn’t solely about enhancing young people’s financial literacy.

Every year he hosts a Valentine’s Day dinner for his single/widowed female clients. 

Steve explains:

“Every year we do a nice dinner for them at an Italian restaurant on Valentine’s Day. That is a holiday that often they would be alone. So let’s get them together and have a nice meal and fellowship.”

This is a simple gesture any financial advisor can implement into their business. It shows they care and builds meaningful relationships.

Client Connection

Steve is serious about building genuine and trusting advisor-client relationships—the foundation for any successful advisor practice.

His clients call him “The Hugger”—he hugs 90% of his clients (women and men)—a nickname that perfectly illustrates Steve’s philosophy about his relationship with his clients:

“It’s not about the numbers, the numbers change and the market changes. It’s about the relationship and the friendship we develop, and the partnership. I’m the pilot but it’s your airplane. My job is to get you to the destination as quickly as I can but as safely as I can and to mitigate any turbulence that we may have.”

Steve also hosts an annual Thanksgiving dinner for clients as one small way to express his thankfulness for being a part of their lives. This past Thanksgiving, we helped Steve share a personal video message with his clients about his reflections on his personal blessings, his gratitude for their trust, confidence, and friendship, and a reminder that he’s always there for them and their family.

As his digital marketing partner, Indigo has nurtured Steve’s campaigns to continue to cultivate this trust and connection. We built a brand-new custom website as a digital handshake to showcase his commitment to personal relationships.

Letting the Pros Take Over

Taking the time to focus on a specific endeavor isn’t easy. One of the better ways to make it happen is to rely on professionals to do the time-consuming marketing work needed to make sure your business shines. Our successful digital marketing campaigns allow advisors like Steve Seals to run a thriving business while simultaneously focusing on their individual interests.

From nurturing niche-specific content and forging meaningful connections to enhancing his digital presence with an SEO-optimized website, our partnership has supported Steve in his passion to reach more people he can help.

Are you ready to shift the labor-intensive load of successful digital marketing to the specialists at Indigo Marketing Agency? Reach out today for a free strategy session with our team of marketing experts.

Interested in Being Considered for an Advisor Spotlight?

While Steve Seals’ community service outreach makes him one of our more outstanding clients, there are many more ways financial advisors can make a difference. 

If you’re interested in being featured in our Advisor Spotlight series, we’d love to learn about how you excel in a specific category. 

Please fill out the simple form below, and we’ll take it from there!

Advisor Spotlight Nomination Form

The post Advisor Spotlight: Steve Seals appeared first on Indigo Marketing Agency.

How a Marketing Agency Can Help You Rank for Wealth Management

Ever feel like your wealth management business is getting lost in the digital shuffle? Maybe even a little discouraged that your competitors always seem to rank higher in search results?

Then this article is for you! 

As people flock to Google for financial advice, it’s more important than ever to stand out from your rivals. This is where partnering with a specialized marketing agency can make all the difference. 

Let’s explore the specific ways a marketing agency can help you rank for wealth management, so you can boost your online presence and rise above the competition.

Keyword Research and Optimization

We’ve all turned to Google to find answers to pressing questions or seek out professional services nearby. But let’s be honest, how many of us bother to click past that first page? Not many—and the reality is potential clients aren’t scrolling past the first page of results either.

That’s why Search Engine Optimization (SEO) is crucial for financial advisors aiming to attract organic traffic. SEO helps fine-tune your online presence to rank higher on search engines like Google. When you partner with a marketing agency, they extensively research to find the keywords and phrases people might use when searching for wealth management services like yours. 

They look at things like how often people search for specific terms, how many other firms are using them, and what your potential clients hope to find when they type them in. Once they find these top keywords, they strategically incorporate them into your website’s content and other digital materials. By optimizing your website for search engines, you are far more likely to appear in top search results, leading to higher visibility, credibility, and increased opportunities for client acquisition.

Content Creation and Optimization

Let’s face it: nobody likes a pushy sales pitch—especially when it comes to their finances. This is where compelling content comes in. But it’s not just any content. It’s content that speaks directly to you and your audience. Generic content can’t measure up. A marketing agency specializes in creating engaging, informative content that resonates with your target audience and aligns with their search queries. 

Whether it’s blog posts, articles, or videos, marketing agencies use different types of content to capture your audience’s attention and position you as a wealth management expert. Before posting anything, they refine your content to boost search rankings with the right words and formatting tricks search engines look for. The result? More clients on your digital doorstep.

Technical Tweaks

Behind the scenes, a marketing agency works tirelessly to tweak your website for maximum performance, focusing on technical enhancements to improve your website’s functionality, aesthetic, and overall user experience. 

From speeding up load times to fixing broken links, they are experts at polishing up your website so it attracts clients on autopilot. These adjustments help make your site more visible in search results and ensure a smooth browsing experience for your visitors. This adds to better search rankings and more traffic to your site.

Link-Building Strategies

Have you ever heard the phrase “It’s not what you know, it’s who you know”? With SEO, it’s a bit of both. Getting other reputable websites to link back to yours can help boost your authority in the eyes of search engines and propel you to the top rankings. A marketing agency knows how to build relationships with other websites in the wealth management and finance niche to help you score those backlinks.

Strategies may include guests on your blogs or webinars, reaching out to website owners, or submitting your site to online directories. By getting these kinds of links, your website looks more credible and important to search engines, which can help it show up higher in search results for the words you want to be known for.

Local SEO Optimization

If you’ve got a brick-and-mortar location, you can’t afford to ignore local SEO. A marketing agency optimizes your Google Business Profile and ensures your contact details are consistent across online listings and directories. 

They also use location-based words and adjust your content to help you get noticed in local search results. This increases your chances of being found by potential clients in your local community, driving foot traffic to your office and high-quality inquiries to your website. 

Team Up With Marketing Experts

When you team up with a marketing agency, you gain access to experts who are specifically trained in their field. They are seasoned professionals who geek out over market trends, excel at SEO, and custom-tailor strategies to help you succeed. Remember, boosting your ranking is just the beginning. 

We at Indigo Marketing Agency can help you rank for wealth management—and so much more. Schedule your free strategy call today!  

The post How a Marketing Agency Can Help You Rank for Wealth Management appeared first on Indigo Marketing Agency.

Why Financial Advisors Should Utilize a Digital Agency

There are several key reasons why utilizing the immense knowledge and experience of a digital agency for financial advisors isn’t just smart—it’s crucial for you to build a successful business. 

For most financial advisors, the advantages of wider audience visibility, improved trust and credibility, fresh perspective, and more efficient marketing easily outweigh the comparative cost of hiring a digital marketing agency.

Let’s explore the key areas behind the benefits and why they’re so effective.

Wider Audience Visibility

Digital agencies specialize in utilizing online marketing channels to reach a wide swath of potential customers. These are the tools and knowledge they can leverage to reach highly relevant, broad audiences:

Social media: Social media engagement has become a powerful marketing tool. Digital agencies use this tool to increase brand awareness with potential clients by crafting persistent, engaging content on relevant platforms.Paid advertising: Digital agencies can reach potential clients across a wide range of demographics and interests by using paid advertising platforms like Google Ads and social media advertising. This allows you to reach a much wider audience than you could with traditional techniques.SEO optimization: When used effectively, SEO can boost the position of your website in search results to make it simpler for prospective customers to discover you naturally.Improved Trustworthiness

A financial advisor digital agency builds solid trust and reliability with viewers. Here’s how they do it:

Superior content creation: Consistently interesting and educational content will establish your business as an authority in the financial advisor sector.Outstanding website design: The best financial advisory firms have polished, easy-to-use websites that inspire confidence in prospective customers.Reputation management: Digital agencies for financial advisors highlight your team’s qualifications by showcasing your prior success with clients—and why you’re the ideal go-to advisor for prospects.Better Marketing Efficiency

Building a reputation and establishing your brand as a trustworthy source of knowledge takes time. Here are some ways you can boost your marketing efficiency by utilizing the services of a digital agency.

Top-notch strategy and execution: Profit from the experience of professionals who comprehend the subtleties of financial services digital marketing. They’re able to design and carry out programs that are measurable, efficient, and compliant.Time and resource efficiency: Leave the web marketing to the experts and concentrate on your key skills. Specialized tools and technology: Digital agencies can refine your campaigns and monitor their effectiveness with the use of cutting-edge tools and technologies like analytics platforms and marketing automation.Fresh Perspective

A financial advisor digital agency challenges preconceptions and offers the following creative and strategic thinking:

Innovative solutions: Because they aren’t constrained by a single advisor’s internal structure or marketing strategy, agencies are free to provide novel and unorthodox ideas.Marketing channel knowledge: Agencies provide a greater choice of innovative techniques and integrated tactics because they have professionals in areas like SEO, social media marketing, content production, and paid advertising.Collective brainstorming: Their collaborative atmosphere encourages original thought and a range of viewpoints, which results in campaign concepts and original ideas.Competitive Edge

A premiere digital agency can assist you in keeping up with the most recent developments in technology and trends in the ever-evolving field of digital marketing. Hiring a digital marketing agency has a number of significant benefits over trying to execute your own internet marketing campaigns:

Connections: Agencies frequently have established relationships with other professionals in the field, which very often open doors to beneficial partnerships and opportunities.Compliance mastery: Financial advisor digital agencies are knowledgeable about the intricate regulatory framework governing online marketing. You can be confident that your campaigns will rigorously adhere to industry norms and applicable legislation.Cost-effectiveness: Outsourcing to the right financial advisor digital agency is typically more affordable than having in-house employees repeatedly try to execute marketing campaigns. This is particularly true for smaller companies or those that need specialized knowledge.

Remember that not all agencies are made equally. It’s important to partner with an agency that understands the nuances and stays current with compliance regulations in the financial advisor field.

Partner With the Pros

If you’re struggling to attract ideal clients online, we’re here to help. We specialize in working with independent financial advisors to boost marketing strategies and achieve measurable results. 

We go beyond traditional approaches by using our team members’ vast vault of knowledge and experience. Don’t believe us? Check out what our clients say about us.

Contact us today to schedule a free consultation and unlock the full potential of your financial advisory practice.

The post Why Financial Advisors Should Utilize a Digital Agency appeared first on Indigo Marketing Agency.

Marketing for Financial Advisors: Igniting Explosive Growth

Huge portions of the internet population are increasingly looking online for financial guidance. That means the right digital marketing for financial advisors can be the rocket fuel that propels unparalleled success.

Let’s take a look at the advantages and techniques of effective digital marketing. 

Create Visibility With Marketing for Financial Advisors 

Building online visibility for your business should be your number-one priority. With consistent digital marketing efforts, you can tap into a massive crowd of potential clients swarming the internet looking for finance tips. 

A smart analogy for comparing your customer base now to the size you could reach with online visibility is to compare the difference between randomly tossing a fishing line into a pond versus strategically placing gigantic nets (loaded with bait) across targeted areas of the ocean.

Build Trust

To attract and retain clients, it’s crucial to leverage digital marketing tools that identify your business as honest and knowledgeable. Think about it. You’re asking potential and existing clients to trust you with their hard-earned money. Trust is key.

The best way to earn clients’ confidence is by digitally publishing informative, trustworthy blog articles, persistent social media posts, and engaging videos that showcase your specialized skills. The goal is to establish your firm as a trusted thought leader in the financial advisor space. 

Let’s pause for a minute. If you’re feeling overwhelmed by all the digital marketing techniques out there, a popular option for firms who don’t have the bandwidth to do their own marketing is using an all-in-one package of digital marketing tools. These condensed packages are focused on generating high-quality leads in the financial advisor industry. 

Rise Above the Competition

You’ve probably noticed that the financial advisor domain is congested. But it is possible to rise above your competition. Professionally designed digital marketing for financial advisors can help you highlight the benefits of your service offerings, establish a strong brand identity, and—most importantly—position your business as the go-to financial advisor firm.  

Picture this. You’re standing in the middle of a dark stage with masses of other advisors surrounding you. Suddenly a bright spotlight appears and is shining exclusively on you. The audience’s attention is focused solely on you. It’s your time to shine.

That’s the power of digital marketing for financial advisors. 

Let Digital Marketing Keep Your Clients Happy

Here’s another way digital marketing can differentiate your company from the crowded financial advisor landscape.

Remember that digital marketing isn’t only about finding new clients. It’s also about providing ongoing value to your existing clients. 

The best way to keep existing clients happy is by creating and updating content to align with market trends, sending strategically crafted emails, and actively posting on social media. 

It’s true that satisfied clients can become your biggest advocates by writing positive online reviews and posting referrals. Digital marketing can lead them to their happy place.

Track Your Success

One of the more outstanding features of digital marketing is the ability to measure, in real-time,  what’s working and what isn’t. 

Google Analytics has emerged as the most trusted source of measurement for tracking and collecting online activity data. In fact, 2024 statistics reveal that about 38 million websites use Google Analytics.  

Tracking the performance of your marketing campaigns in real-time gives an enormous boost to digital marketing for financial advisors. 

How does it work?

Here’s an example. Imagine your financial advisor business just published two blog articles touting the advantages of financial planning for successful retirement. Google Analytics can tell you which one of the two blog articles received the most traffic, where your readers were before and after they read the article, their age group, and their location. 

You can then use that data to refine your next marketing campaign so that it specifically targets the data that Google Analytics reveals. And voila! You now have a long list of new potential customers!

Get High-Quality Digital Marketing for Financial Advisors

Ready for liftoff?

The right digital marketing strategies will feel like you have a growing virtual library of professional knowledge and experience the online community can consistently rely on.

Schedule a free strategy session today and we’ll get started building your own customized marketing for financial advisors—proven to ignite explosive growth.

The post Marketing for Financial Advisors: Igniting Explosive Growth appeared first on Indigo Marketing Agency.

How Do Financial Advisors Market Themselves? Check Out Our Top Marketing Tactics!

In today’s dynamic financial landscape, the role of financial advisors extends beyond traditional financial planning to include effective digital marketing strategies. With the industry evolving and clients becoming more discerning, its crucial for financial advisors to not only provide expert advice but also market themselves effectively. In this blog post, we answer the question “How do financial advisors market themselves?” and we explore key marketing tactics for how they can strategically position themselves in a competitive market.

Organic Marketing 

Creating impactful digital marketing strategies begins with identifying and understanding the ideal client profile. Financial advisors need to craft personalized approaches that cater to specific needs and demographics. Tailoring marketing messages to resonate with the target audience not only fosters stronger connections but also increases the likelihood of attracting the right clients.

Tailor-Made Websites for Financial Advisors

A financial advisor’s website is more than just a digital business card—it’s a virtual storefront. It should not only be aesthetically pleasing but also user-friendly, offering a seamless experience for visitors. Content marketing plays a pivotal role in building credibility and trust. Regularly publishing valuable insights, market analyses, and relevant articles positions financial advisors as experts in their field, attracting and retaining engaged audiences.

Educational Workshops and Webinars

Hosting educational events, either in person or virtually, demonstrates a commitment to client education. Workshops and webinars provide opportunities to share knowledge, address common concerns, and connect with potential clients in a meaningful way. This proactive approach positions financial advisors as educators, fostering trust and credibility.

Search Engine Optimization (SEO)

In the digital realm, visibility is everything. A comprehensive SEO strategy is essential for financial advisors looking to enhance their online presence. This involves conducting thorough keyword research, optimizing website content, and building backlinks to improve search engine rankings. By aligning content with relevant keywords, financial advisors can ensure that their services are discoverable by potential clients searching for financial guidance.

Social Media Presence

Most financial advisors market themselves using relevant social media platforms. Maintaining an active presence on social media platforms is crucial for engaging with the audience. Financial advisors can share relevant content, offer industry insights, and interact with followers. Platforms like LinkedIn, X (formerly Twitter), and Instagram provide opportunities to showcase expertise and connect with potential clients.

Content Creation

Creating insightful content, such as blog posts, podcasts, or video series, not only demonstrates experience, knowledge, and skill but also provides valuable information to clients. Leveraging guest posting opportunities on reputable financial platforms expands reach and establishes credibility within the industry.

Implement Online Advertising

In addition to organic strategies, financial advisors market themselves by implementing online advertising. Let’s take a look into the main advertising platforms Google Ads and Facebook Ads.

Google Ads

Leveraging Google Ads allows financial advisors to capture the attention of individuals actively searching for financial services. Crafting compelling ad copy with relevant keywords ensures visibility at the top of search engine results. By utilizing Google Ads, advisors can drive targeted traffic to their website and increase the likelihood of attracting potential clients actively seeking financial guidance.

Facebook Ads

Facebook Ads offer a powerful platform to target specific demographics and interests. Financial advisors can create visually appealing ads tailored to their ideal client profile. The platform’s robust targeting options allow advisors to reach individuals based on factors such as age, location, and interests. Implementing Facebook Ads as part of the marketing strategy enhances brand visibility and engages potential clients within the social media landscape.

Partner With the Marketing Experts

Effective marketing for financial advisors goes beyond traditional approaches. Understanding their target audience, establishing a strong online presence, and employing a mix of networking, and educational initiatives allows financial advisors to navigate the modern marketing landscape successfully.

Indigo Marketing Agency’s team of experts specializes in crafting compelling digital marketing strategies tailored to the financial advisory industry. Let’s work together to enhance your online presence, refine your marketing approach, and maximize the impact of Google and Facebook Ads for your business. Contact us today to schedule a consultation and unlock the full potential of your financial advisory practice.

The post How Do Financial Advisors Market Themselves? Check Out Our Top Marketing Tactics! appeared first on Indigo Marketing Agency.

Do Facebook Ads Work for Financial Advisors?

These days, everyone seems to be advertising on social media. And more people are finding their go-to service professional straight from their feed. So, as a financial advisor, you may be wondering if it makes sense to invest your marketing dollars in Facebook Ads. 

Perhaps you’ve tried them in the past and launched to crickets. Or maybe you’re new to the ads space altogether and concerned about your return on investment. Whichever camp you’re in, you’re likely pondering this one question: Do Facebook Ads work for financial advisors? 

Get ready to uncover the truth about Facebook Ads for financial advisors, so you can decide if they’re right for you. 

What Are the Benefits of Facebook Ads for Financial Advisors?

When considering Facebook Ads for your financial advisory business, here are several important benefits:

Brand Exposure

In 2023, Facebook had more than 3 billion people using it every month, making it the most popular social media platform globally. Using Facebook Ads lets you connect with this massive audience, making it an excellent way to promote your brand. Carefully placing your ads can boost your firm’s visibility, reach more people, and grow your digital presence.

User-Friendly Experience

Even if you’re new to digital marketing, creating and launching Facebook Ads can be fairly straightforward. It boasts user-friendly tools and simple interfaces, so most financial advisors find the whole process fairly easy to navigate.

Cost-Effective

Since they are flexible and cost-effective, Facebook Ads work well for financial advisors who are looking for more control over their budgets. With Facebook Ads, you get to determine how much you want to spend, making it easy to use your resources wisely and get the most value for your money.

Customizable

Most advisors agree that tailoring your message is key to standing out in the financial industry. Facebook Ads make it easy for you to customize your message so it really connects with your target market. You can tweak everything from how your ad looks to who sees it, giving it that personalized touch that resonates with your audience. 

Precise Targeting

Maybe you’ve tried casting a wide net in the past—and reeled in next to nothing. The problem may not have been who you were targeting but how you were targeting. Precise targeting is a game-changer in digital advertising, and Facebook really nails it here. 

Facebook Ads work for financial advisors in particular because you can pinpoint your ideal client based on demographics, interests, and online behavior. This way, your ads are seen by those who are most likely to benefit from your financial expertise.

Pitfalls of Using Facebook Ads for Financial Advisors

While Facebook can be a useful tool to grow your financial advisory business, let’s not forget the pitfalls:

Overspending

We know, we said Facebook Ads were cost-effective—and they are! But it’s easy to overspend, especially in the beginning when you are experimenting and testing. Rather than throwing spaghetti at a wall and hoping it sticks, you need to have an ads strategy in place before you commit. Cookie-cutter advice rarely works in this industry, so start with a highly customized, proven plan like you’ll find with Indigo’s Facebook Ads Service. This way, you can preserve your marketing budget and get the most from your ad spend. 

Time-Consuming

As a busy financial advisor, you’re likely much happier in front of clients than behind a computer screen. As user-friendly as ads are, it’s easy to get caught up in the myriad of options and spend days (or even weeks) perfecting your ad. While it pays to be meticulous in your business, Facebook Ads are one area where you can easily get sidetracked if you’re not careful. This is where many advisors choose to save time and avoid costly mistakes with specialized Facebook Ads service.  

Overused

Ever feel irritated seeing the same ad repeatedly pop up in your feed? You don’t want to be that kind of advisor. It may sound counter-intuitive, but more is not always better when it comes to frequency. Remember, you’re not just looking for potential clients to notice your ad, you’re looking for them to take action and reach out. Facebook recommends a frequency cap of 1-2 a week to get better conversions from your ads. Bottom line? Visibility is great, engagement is better.

How to Make the Most of Facebook Ads 

If done right, Facebook Ads can be the secret sauce for financial advisors. You can create custom content and grow your followers, but ads give you that extra boost that expands your brand and lands you those booked appointments. That said, there are two things to keep in mind if you want to make the most of your ads.

Target Audience

Beyond the basics, you’ll want to clearly define your ideal audience right down to the small details. Where are they located? What are their interests? How old are they? You can even narrow it down by education, job title, and more. If you specialize in business owners or high-income earners, certain behaviors can help you reach clients who need assistance in this area. Facebook Ads work well for financial advisors who have a clearly defined niche and a unique skill set to support them. When your ads speak to people exploring different financial services, you’re more likely to turn those leads into appointments and clients faster.

Call to Action

As we mentioned above, you’re probably not just looking to grow your followers—you’re looking to grow your business. Facebook Ads are gentle nudges that help guide potential clients to take the next step, provided you’ve included a specific call to action (CTA). Whether you’re inviting clients to schedule a call, download valuable resources, or visit your website, you must include a CTA in your Facebook ad. It not only increases engagement but also provides a clear pathway for turning interest into meaningful interaction. 

Hassle-Free Facebook Ads for Financial Advisors

By now, it’s clear that Facebook Ads work for financial advisors. But if you’re like the majority of our clients, you are too idea-rich and time-poor to manage yet another marketing strategy on your own. You need an expert team behind you.  
At Indigo Marketing Agency, we have all the expertise and experience to guide your Facebook Ads efforts, so you can save your time for what really matters—advising your clients. Ready to take the next step? Schedule your free strategy call and let us help you attract those right-fit clients with Facebook Ads that convert.

The post Do Facebook Ads Work for Financial Advisors? appeared first on Indigo Marketing Agency.

Why Niche Marketing Is Important for Financial Advisors: Unlocking the Power of Specialization

Imagine you’re deep in a crowd of strangers.

It could be airport security.

A music festival.

Or the hotdog line at a stadium.

A thousand sharpened elbows mingle past you in the human ocean.

Suddenly a barely audible voice breaks through the crowd’s murmur:

“Hey!”

…Would you even turn to look?

Would it even register that they might be speaking to you?

Probably not.

Now imagine the same situation, but this time the voice says something different:

“Hey, [Your Name]!”

Now the voice is pertinent and commanding.

You’re being called out. You can’t help but turn and see what comes next.

Niche marketing—especially for financial advisors—works the exact same way. 

When you cast a broad net in marketing, counterintuitively, you catch fewer fish.

But when you speak to a specific niche’s problems, pains, dreams, and desires, everyone in that specific audience feels motivated to turn and look. 

Why Niche Marketing Is Important for Financial Advisors

For prospective clients looking for financial guidance, niche marketing is like helping them find their tribe in the vast and dangerous wilderness. In practice, it’s about homing in on a specific population of prospects who have unique needs and desires and then tailoring your services to be a Cinderella fit for them. 

Here are the benefits of understanding why niche marketing is important for financial advisors:

Deeper Client Understanding and Personalization

Zeroing in on a niche lets us really get to know our clients—their needs, dreams, and challenges. This insight helps us offer advice that’s not just helpful but hits home. Whether you’re guiding those nearing retirement or helping entrepreneurs, niche marketing turns you into a guru in your clients’ eyes.

Smarter Marketing, Faster Growth

With so many financial advisors out there, it’s crucial to stand out. When your marketing speaks directly to your niche, it’s more like a heart-to-heart with an old friend and less like a broadcast. When you understand why niche marketing is important for financial advisors, you suddenly have a powerful and personal spotlight: it showcases your distinctive understanding and expertise in a specific area, making you the go-to person for that niche.

Snowballing Referrals 

Birds of a feather flock together. Successfully landing one client in a niche means an elevated chance that you can pick up business from the friends and family members of your new client who are similar to them.

Business Relationships That Stand the Test of Time

Clients stick with advisors who get them and offer advice that’s tailor-made for their lives. By understanding why niche marketing is important for financial advisors, you’re not just attracting clients on the front end. You’re cementing long-term relationships, and it goes without saying that for financial advisors, that’s where the real success lies.

How to Make Niche Marketing Work for You

You acknowledge niches lead to riches…now what?

A quick action checklist:

Identify Your Niche: Look at your client base, spot the trends, and find your niche. It could be anything—a certain demographic, profession, or a unique financial need.

Walk the Walk: Become the undisputed expert in your niche. This could mean extra courses, attending niche-specific events, or just staying on top of the latest news.

Customize Your Offerings: Shape your services to meet your niche’s needs. This could be anything from personalized financial plans to niche-specific investment strategies.

Get Your Marketing on Point: Use your niche insights to craft marketing campaigns that resonate, and target your marketing to populations present on the marketing channels you choose. (Need help elevating your marketing? Indigo can help with a Total Marketing Package to cover all your marketing needs to attract those A+ clients.)

Network Like a Pro: Build relationships with others like you who understand the power of niche marketing for financial advisors. In doing so, you can support and refer each other and ride your specialized expertise to new heights. 

The Big Takeaway

Having a grasp on why niche marketing is important for financial advisors is a powerful way to build deeper connections, stand out in the crowd, and grow your business. It’s about finding your special spot in the financial advising world and owning it. 

At Indigo Marketing Agency, we embrace niche marketing as one of the many tools in our belt to help the advisors we work with rise to new heights.

Combining the best practices of niche marketing for financial advisors with cost-effective ad campaigns and interesting, trust-building content is a recipe for success for any advisor—regardless of niche or experience level.

Interested in launching a high-ROI campaign to bring in a fresh wave of eager clients in as little as 30 days?

Reach out and let’s talk about strategy, collaboration, and results.

The post Why Niche Marketing Is Important for Financial Advisors: Unlocking the Power of Specialization appeared first on Indigo Marketing Agency.

Top 35 Influencers for Financial Advisors in 2024

In case you haven’t noticed, the finance world is changing fast! To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. So, here are the top influencers to watch this year.

1. 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. For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View, and his X (Twitter)—both of which have cult-like followings. 

Michael has also been named the #1 Independent Advisor in the U.S. by Investopedia for 2023.

2. Ron Carson

Reason to Follow: Wealth of experience and strategic vision as the founder of Carson Group

Ron Carson is another household name among financial advisors, and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $15 billion in assets under advisement. He’s also the New York Times bestselling author of Avalanche and The Sustainable Edge. You can follow him on X (Twitter) here. 

Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator. Ron was also a guest on our founder Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. You can listen to our episode on Preparing to Sell Your Financial Advisory Firm here. 

3. Joshua Brown

Reason to Follow: Unique market insights, facts, and statistics discussed in an engaging manner

Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. He recently wrapped up his wildly successful blog, The Reformed Broker, to bring loyal followers the new Downtown Josh Brown, where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. You can check out his podcast and books for more info.

4. Steve Sanduski

Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast

Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success, where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. You can check out his X (Twitter) feed here.

5. Bob Veres

Reason to Follow: Authoritative source of information through his monthly newsletter, Inside Information

Bob Veres is a well-known speaker and author of the bestselling book The New Profession. He is mostly known to financial advisors for his monthly newsletter, Inside Information, which labels itself as “the most important information resource in the financial planning space.”

6. Samantha Russell

Reason to Follow: A thought leader in financial marketing, empowers advisors to enhance client experiences and forge meaningful connections

Samantha Russell is the Chief Evangelist at FMG Suite and Twenty Over Ten. She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. In this blog post, we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients. You can connect with Samantha on LinkedIn here. 

7. Taylor Schulte

Reason to Follow: Leader in advisor education through the AGC™ platform

Taylor Schulte is a CFP® professional, speaker, and founder and CEO of Define Financial. He recently launched the AGC™ – Advisors Growing as a Community, which helps advisors learn, collaborate, and grow. Taylor is another power icon in the financial world, hosting two top-ranking podcasts: Experiments in Advisor Marketing and Stay Wealthy Retirement Show. You can keep up with Taylor on LinkedIn and X (Twitter).

8.  Peter Lazaroff

Reason to Follow: Wealth of knowledge in investing and financial planning, shared through his podcast and writings

Peter Lazaroff is the Chief Investment Officer at Plancorp, which currently manages over $5.5 billion in client assets. He is another Investopedia top 10 advisor on our list, having been selected four times. He is passionate about educating people about investing and financial planning, having been featured in The Wall Street Journal, Forbes, CNBC, and The New York Times. He is the host of the Long Term Investor Podcast and published his first book, Making Money Simple, in 2019. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication. Connect with Peter on LinkedIn to learn more.

9. Matt Reiner

Reason to Follow: Expert in industry growth and evolution, shares through his podcast and media appearances

Matt Reiner is a CFA, CFP® professional, and partner at Capital Investment Advisors and Wela Strategies. He is on a mission to help the industry grow and evolve. He is the host of the Bridging the Gap podcast and is frequently quoted in The Wall Street Journal, Business Insider, Entrepreneur, Financial Advisor Magazine, Medium, ThinkAdvisor, and Advisor Perspectives. Recently Matt welcomed Indigo’s founder, Claire Akin, on his podcast (listen to the episode, “The Importance of Your Marketing Strategy,” here). Follow Matt on LinkedIn or X (Twitter) for more of his insights.

10. Aaron Klein

Reason to Follow: Innovator in financial risk management software and industry technology trends

Aaron Klein is the co-founder and CEO of Nitrogen—the company that invented Risk Number®, a financial risk management software used by many financial advisors, broker-dealers, and RIAs across the country. You can follow Aaron on LinkedIn for more information.

11. Dave Ramsey

Reason to Follow: Proven strategies for personal finance and debt management

Dave Ramsey is known for helping thousands of families get out of debt and achieve financial freedom. The host of the popular podcast The Ramsey Show and author of seven national bestsellers, he does an excellent job of breaking complex topics down into plain language. Take a look at his platform, Ramsey Solutions, if you need some inspiration. You can follow Dave on X (Twitter).

12. Rachel Cruze

Reason to Follow: Expert in financial education, particularly geared toward personal finance success

You may already recognize the face of Rachel Cruze, the daughter of Dave Ramsey. She’s a #1 New York Times bestselling author, speaker, and financial expert who hosts her own show, The Rachel Cruz Show. She’s passionate about helping others take control of their money and build a life they love.

13. Dasarte Yarnway

Reason to Follow: Thought leader in financial planning, highlighted through his podcast and publications

Dasarte Yarnway is the founder of Yarnway Wealth Management and Head of Community at Altruist. He has also been honored as an Investopedia Top 10 Advisor three times. Desarte is a financial thought leader with a weekly podcast, The Young Money Podcast, three books, and a weekly blog. In this blog post, we share some of Dasarte’s suggestions on becoming a subject matter expert early and often. Connect with him on LinkedIn here.

14. Brittney Castro

Reason to Follow: Prominent CFP® professional and brand ambassador, known for promoting financial literacy

Another financial authority to watch for is Brittney Castro. She is a CFP® professional, leading speaker, host, and brand ambassador who has become a go-to resource in the industry. Brittney is a well-known expert, most recognized for promoting financial literacy via media interviews, YouTube videos, and TV experiences. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more. She was also named one of Investopedia’s Top 100 Financial Advisors in 2022.

You can learn more about Brittney Castro on her website. 

15. Bill Cates

Reason to Follow: Renowned referral coach and expert in helping advisors grow their client base

You may already recognize Bill Cates as the Referral Coach, the guy to turn to when you need help dialing in your niche. Not only is he a referral coach for top advisors, but he’s also a bestselling author, a hall-of-fame keynote speaker, and one of Indigo’s top mentors. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients.

To hear some of his insights and recommendations, listen to the Top Advisor Podcast or sign up for Indigo’s free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message, co-hosted with Indigo founder Claire Akin. You’ll also want to check out the Your Riches Are in Niches webinar, in which Bill helps you turn your frustration over marketing into an action plan to attract more of the ideal clients you love working with.

16. Matt Halloran

Reason to Follow: Expert insights on how to accelerate your influence; captivating and enjoyable content; a fresh perspective on all things finance and marketing

Matt Halloran is a co-founder of Proudmouth, a podcast marketing agency for financial advisors. Matt believes that podcasts can be used to accelerate influence, allowing advisors to sell less and advise more by scaling their credibility and rising above the noise. Indigo’s Director of Marketing Elizabeth Reider joined Matt on his webinar Integrate Your Podcast and Win More Business, which discussed how to integrate a podcast across all of your marketing efforts to win more ideal clients and grow your business. Keep up with Matt on X (Twitter) to learn more.

17. Maribeth Kuzmeski

Reason to Follow: Marketing consulting powerhouse with a focus on niche-based strategies

Maribeth Kuzmeski is a powerhouse in the marketing consulting space. She is the founder of Red Zone Marketing and has worked with some of the top financial professionals in the nation, helping advisors grow their books through niche-based marketing strategies. Maribeth is a bestselling author, speaker, and professor with a Ph.D. in business administration. Check out our fun, interview-style webinar with Maribeth, Marketing From the Inside Out, in which she answers the most-asked questions financial advisors have about their marketing strategies. Connect with Maribeth on LinkedIn.

18. Rebecca Walser

Reason to Follow: Recognized as a top financial advisor with insights on wealth growth

As the principal of Walser Wealth, Rebecca Walser aims to challenge conventional wisdom with a fresh approach to finance and taxes. She’s recognized as one of Investopedia’s 100 Top Financial Advisors, ranking within the top 10 for 2023. Rebecca is the author of the bestselling book Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes, and Even Death. She is also a frequent contributor to several financial media outlets, including Fox News, Fox Business, Yahoo Finance, and The Wall Street Journal, among many others. Her podcast, Crashes & Taxes, aims to boldly challenge societal norms by offering inclusive tax advice for all.

19. Stephanie McCullough

Reason to Follow: Expert in addressing unique financial challenges faced by women

A breakout influencer on our list is Stephanie McCullough, financial planner and founder of Sofia Financial. Stephanie brings over 30 years of experience in the financial industry, zeroing in specifically on women and their unique financial challenges. She also ranked within the top 10 of the Investopedia 100 Top Financial Advisors for 2023. Stephanie co-hosts the popular money show Take Back Retirement, where she provides advice geared toward women on the cusp of retirement. You can follow Stephanie through her blog and LinkedIn.

20. Elaine King

Reason to Follow: Renowned speaker and founder of the Family and Money Matters Institute™

Elaine King is a CFP® professional and founder of Family & Money Matters. Elaine is a world-renowned speaker, award-winning author and the driving force behind the Family and Money Matters Institute™. She is also on Investopedia’s list of Top 100 Financial Advisors, ranking among the top 10 for 2023. Elaine has been featured on CNN, Telemundo, and Forbes, to name a few. She has also taught over 18,000 students through her three online financial education courses, all in Spanish.

21. Dr. Preston Cherry

Reason to Follow: Advocate for Life Money Balance™ and host of the popular Life Money Balance® podcast

Dr. Preston Cherry is a CFP® professional and CFT-I™ helping clients achieve Life Money Balance™ with his firm, Concurrent Financial Planning. He has over 15 years of experience in the industry and also serves as a coach for Carson Group Coaching, a leading national financial advisor coaching and resource program. Dr. Cherry is a speaker and prominent author who has been published in The Wall Street Journal, The New York Magazine, The Cut, and more. He is also the host of the popular Life Money Balance® podcast. In this blog post, we share some of Dr. Cherry’s thoughts on the art of storytelling for financial advisors. Follow Dr. Cherry on LinkedIn and X (Twitter) to see what he’s up to!

22. Diana Cabrices

Reason to Follow: Expert in enhancing brand visibility for wealthtech firms and igniting audience interest, infusing excitement into content delivery

Diana Cabrices is the founder of Diana Cabrices Consulting, where she specializes in assisting wealthtech firms in enhancing their brand visibility and outreach. Her services include providing Chief Evangelist solutions to amplify their promotional efforts. Follow Diana on her blog, X (Twitter), or LinkedIn.

23. Mary Beth Storjohann

Reason to Follow: Recognized financial expert, empowering women through financial education

Mary Beth Storjohann is an author, speaker, financial advisor, and co-CEO of Abacus Wealth Partners. She has been recognized on the Investopedia 100 three times. Mary Beth is also the founder of the financial education site Workable Wealth and The Work Your Wealth Podcast, which provides financial education and empowerment to those in their 20s through 40s.

Mary Beth makes frequent appearances on NBC as a financial expert and has been featured in major media outlets such as The Wall Street Journal, NPR, Women’s Health, CNBC, Forbes, U.S. News & World Report, and more. Follow her on LinkedIn and X (Twitter).

24. Kristen Luke

Reason to Follow: Specializes in helping financial advisors determine and hone in on a niche

Kristen Luke is the founder of Kaleido Creative Studio, which provides niche marketing strategies for financial advisors. She is the author of Uncomparable: The Financial Advisor’s Guide to Standing Out Through Niche Marketing and a weekly blog. Kristen is also a well-known thought leader and speaker in the industry, helping advisors become the go-to in their niche. Her OnNiche™ program helps advisors dig deep to uncover their niche. Catch up with Kristen on LinkedIn. 

25. Stacy Havener 

Reason to Follow: An expert in helping boutique asset managers launch, build, and grow funds, her ability to help people understand the art of storytelling is unparalleled. 

Stacy Havener is the founder of Havener Capital, a firm dedicated to helping boutique asset managers launch, build, and grow funds. Throughout her career, she’s raised $8 billion, which has led to $30 billion in follow-on assets under management. Stacy is a public relations expert, keynote speaker, and host of the Billion Dollar Backstory podcast. To find Stacy, follow her on LinkedIn and through her blog. 

26. Laura Garfield

Reason to Follow: Focuses on using video to enhance digital presence for financial advisors

If you’re using video to build your digital presence, you should take note of Laura Garfield. She is the co-founder of Idea Decanter, which helps advisors record studio-quality videos using only their phones. She is on a mission to show advisors that when it comes to growing their presence, they can be the biggest broadcaster of their own brand. She is an author, speaker, and blog writer. You can also follow Laura on LinkedIn.

27. Tina Powell

Reason to Follow: Dedicated to helping financial services companies thrive in the digital age

Tina Powell is on a mission to help financial services companies thrive in the digital age. She is the “Chief of Community” at Intention.ly and host of the industry-renowned In the Suite Podcast, where she shares inspiring stories of female leaders within the financial services industry to inspire the masses. Follow Tina on X (Twitter) and LinkedIn.

28. Brian Thorp

Reason to Follow: Founder of Wealthtender, connects clients with trusted advisors

Brian Thorp is the founder and CEO of Wealthtender, a financial advisor review platform that helps connect clients with trusted advisors. With over 25 years in the financial services industry, Brian applies his passion and experience at Wealthtender to help more people enjoy life with less money stress. He is also the author of Growing Your Advisory Business With Online Reviews: Playbook for Financial Advisors & Wealth Management Firms. Check out the free webinar Director of Marketing Elizabeth Reider hosted with Brian explaining our partnership program with Wealthtender to bring more lead-gen tools to advisors. You can check out more about Brian on LinkedIn. 

29. Bola Sokunbi

Reason to Follow: Empowers women to achieve financial success through Clever Girl Finance

If you’re a financial advisor for women, you’re likely familiar with industry-favorite Bola Sokunbi. She’s a Certified Financial Education Instructor, money expert, bestselling author, and the CEO and founder of Clever Girl Finance. Bola’s mission is to empower women to achieve financial success, and it’s evident in every aspect of her online presence. She has a YouTube channel, books, free courses, and more to inspire you to make deeper connections with your female clientele. You can also connect with Bola on LinkedIn.

30. Kristin Shea

Reason to Follow: Expert in digital marketing for financial advisors delivered in a relatable and down-to-earth way

Kristin Shea is a RICP® professional and author of the bestselling book The Truth About Digital Marketing for Financial Advisors. She is passionate about helping advisors build a brand unique to them. She is a public speaker, podcast guest, and Creator of The CAVE Conversion Formula™ and The MAGNETIC Digital Advisor Method™. You can connect with Kristin on LinkedIn, X (Twitter), and Instagram.

31. Justin L. Mack

Reason to Follow: Award-winning wealthtech journalist exploring technology’s role in the advisor’s daily life

Justin L. Mack is an award-winning wealthtech journalist who recently announced his move to Axios. An industry favorite, Justin explores the role technology plays in an advisor’s daily life and covers efforts to address the diversity and cultural issues that have plagued financial services for years. You can follow him on X (Twitter) and LinkedIn. 

32. Alanah Phillips

Reason to Follow: Advocate for the next generation of advisors, offering support and mentorship

For almost a decade, Alanah has flourished in the financial advising industry as a recruiter, speaker, and advocate for the next generation of advisors. She offers two flagship programs Break Up With Your Broker Dealer and the Advisor Launch Lab to support advisors as they grow and scale. She is also the host of the NextGen in 10 podcast, where the industry’s best share their secrets to success. Connect with Alanah on LinkedIn and Instagram. 

33. Carl Richards 

Reason to Follow: Known as “The Sketch Guy,” simplifies tough money concepts through sketches

Also known as “The Sketch Guy,” Carl Richards is a household name among advisors and clients alike. His public career began with his weekly New York Times column where he shared sketches to simplify tough money concepts. His success skyrocketed with his bestselling book The Behavior Gap, and then his second, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money, sparked a total mindset shift for many within the industry. Carl is a CFP® professional and creator of The Society of Advice. He is also the host of Behavior Gap Radio and co-host of the podcast Kitces & Carl. Connect with Carl on LinkedIn, X (Twitter), and Instagram. 

34. Stephanie Bogan 

Reason to Follow: Leads financial services coach with a focus on scaling firms effectively

If you’re looking to scale your firm without sacrificing more time, you can turn to Stephanie Bogan’s Limitless Advisor program. Stephanie is a leading financial services coach with over three decades of deep experience building, growing, and selling advisory firms. She curates a weekly newsletter for financial advisors sharing success stories and tips to achieve better business—with less effort. Follow Stephanie on X (Twitter) and LinkedIn.

35. Jonny Swift 

Reason to Follow: Vice President of Impact Communications, offers PR support and industry credibility

Jonny Swift is the Vice President of Impact Communications, where advisors turn for PR support. Passionate about helping advisors expand their presence and build industry credibility, he is also a popular speaker, delivering his best practices at world-renowned conferences and summits. Check out this free webinar Jonny hosted with our Director of Marketing Elizabeth Reider on the power of SEO and online presence to win more business. You can find Jonny on LinkedIn and X (Twitter).

Bonus Must-Follow Resource: Elizabeth Reider 

At Indigo, Elizabeth Reider is our secret weapon in the world of financial advisor marketing. Even though she playfully dodges the formal title of a “top 35 influencer,” Elizabeth is a must-follow for advisors hungry for the freshest marketing tips and strategic wisdom.

With a wealth of experience spanning over a decade, Elizabeth is a driving force at Indigo Marketing Agency. Catch her on LinkedIn for user-friendly, actionable marketing tips. Behind the scenes, she’s the genius behind our blog and webinar content, helping our advisors dazzle and outshine the competition.

While she may not boast an official top influencer badge, Elizabeth’s expertise is the real deal. For advisors navigating the vibrant world of financial marketing, she’s your go-to source. Stay in the loop with Elizabeth Reider for insights that’ll turbocharge your digital presence and amp up your client outreach.

That’s a Wrap on Our Top Influencers!

Marketing these days involves a lot—from websites and social media to crafting content and nailing your message. If you’re aiming to stand out like these top financial influencers but are short on time, consider outsourcing to a firm that specializes in financial advisor marketing, like us!

Book a free strategy call with Katie or Elizabeth on our team so we can take a look at your current strategy to uncover what’s effective and what could use a little tweaking. It’s completely free and a great next step to get a custom approach to your own marketing.

Who will you follow first among these top financial influencers? Know someone great we missed? Email to let us know!

Influencer Collaboration Opportunities

Interested in collaborating with Elizabeth Reider for 2024 content such as a webinar, article, or course for financial advisors? Get in touch with Elizabeth directly by emailing elizabeth@indigomarketingagency.com. 

The post Top 35 Influencers for Financial Advisors in 2024 appeared first on Indigo Marketing Agency.

Succession Planning for Financial Advisors: How to Plan for a Smooth Exit

If you’re anything like the financial advisors we work with, you’ve helped hundreds of clients successfully exit their businesses—and now it’s your turn. You’ve worked hard to build your legacy, and now that you’re approaching retirement, you want a smooth transition for both you and your clients. 

Finding it hard to know where to start? You’re not alone: a recent Investment Planning Counsel study found that only 11% of financial advisors had a formal plan in place even though they were nearing retirement. But regardless of whether retirement is right around the corner or a few years out, it’s crucial to have a solid succession plan in place to help ease the transition. 

So, let’s take a look at exactly how to navigate each phase of the process and how a well-executed marketing strategy can help you stage a professional and profitable exit to your financial advisory business.

Start Here to Simplify the Process 

You already know this from working with your own clients: if you want to clarify and simplify the process, you need a formal succession plan. And the sooner, the better. (If you work with a broker-dealer, you should contact the Business Development team; they can help you with this plan and pair you with another advisor looking to purchase a book of business if needed.) But what you may not know is that having a solid marketing strategy in place is one of the easiest ways to future-proof your business at every phase in the succession process.

An effective marketing strategy can help build your brand, solidify a successor, and focus on client retention long after you retire. When done right, your marketing can support client conversations and connections through each of the three phases: pre-retirement, transition period, and post-retirement. 

Pre-Retirement Phase: What You Need to Know

In the 5-plus years leading up to your retirement, you’re nurturing client relationships and building credibility. Even more, you’re emphasizing your expertise and working toward leaving a legacy. Your clients rely on you for connection and regular touchpoints, which is why building an online presence is so vital at every stage of your business—especially pre-retirement.

Whether you connect through monthly articles, email marketing, or engaging social posts, this is all made easy with an effective content marketing strategy in place. In this stage, this consistent contact with your clients provides the perfect opportunity to gradually—and seamlessly—introduce your successor. 

The fact is your business is built on trust and relationships. If you’re able to choose the right successor early on, you’ll ideally have plenty of time to mentor, train, and integrate this individual into your business. 

It’s no surprise that clients are more likely to welcome and trust a new face if they have plenty of exposure ahead of time. When you structure your outreach to provide that warm introduction, you not only set the tone for your successor, but you also ensure your clients continue to receive the same level of service they have grown accustomed to. 

Stepping Back: The Transition Phase  

Once you’re ready to transition the business, you’ll want to focus your efforts on long-term relationships and client retention. It’s during this phase that your existing content marketing can help reinforce your successor’s credibility and capabilities. 

If you’re looking to ensure business continuity and client confidence, you’ll want to maintain consistent branding and messaging throughout all your content channels. This can help ensure a smooth transition for both your clients and your successor by providing familiarity and a recognizable voice. 

You can also address potential challenges and obstacles ahead of time. Marketing at this stage may include surveys to flush out any concerns clients may have regarding the transition. Your content strategy could also leverage case studies that clearly demonstrate your successor’s capabilities. 

Living Life: The Post-Retirement Phase

By this point, you’ve worked hard to build your legacy and want to make sure it continues well after you retire. Whether you’ve gradually phased out or left in a blaze of glory, you finally get to enjoy the product of all your business efforts, including your marketing efforts. Should you choose to sell your business, your client base, email list, and unique brand will all contribute to a higher business valuation. 

Your successor has the double benefit of building off your strong foundation while still incorporating their unique personality into the business. Here they get to inject their advisor style into their marketing efforts and make the business their own.

While the goal in this stage is client retention, they have the flexibility to test new content ideas to help spark referrals or reach a new audience. Now’s the perfect time to test new article ideas, refresh the website, update social media strategies, and consider a rebranding strategy. 

How a Solid Marketing Plan Can Help at Every Stage

Whether you’re at that point in your career where succession planning is either important or becoming important, it’s best to have a strategy in place that covers all phases of the transition. When done right, careful planning can set you up for a much easier and more profitable exit—while avoiding common pitfalls along the way.

Already have enough to worry about? We get it! That’s why the marketing experts at Indigo Marketing Agency are here to help. We can help you create a solid marketing strategy that guides you through every phase of your succession plan. Schedule your free strategy session today!

The post Succession Planning for Financial Advisors: How to Plan for a Smooth Exit appeared first on Indigo Marketing Agency.