Claire Akin's Blog, page 12

Attracting More Ideal Clients

We all know that the best source of business for financial advisors is referrals and word of mouth. We also know that money can be a very personal and emotional topic. So how do you get people to know you, like you, trust you, and then refer people to you? 

Join us as we discuss the powerful tool of video to help you gain trust with prospects, stay top-of-mind, educate clients, and display your knowledge and competence about complex financial topics. Best of all, you can use video in every area of your marketing strategy: blog posts, social media, and email. Get ready to supercharge those referrals with video!

Transcript

0:00 Hey there, financial advisor. My name is Hugo, CEO of Indigo Marketing Agency, and we work with independent financial advisors, helping them better market themselves online and attract more of their ideal clients. 

0:16 Now, in today’s video, I want to walk you through a quick shortcut to get people to know you, like you, and trust you, because, let’s face it, your ask to the consumer, to your ideal client, is basically, “Hey, trust me with your life savings. Trust that I know what I’m talking about. 

0:33 That I’m competent, that I’m capable, that I’m gonna be there for you and that we will be able to work together.”

0:38 A lot of it is relationship-based and then getting them to trust you. We all know that the best source of business for you is referrals and word of mouth, and most advisors grow their business that way. 

0:50 I’m asking you to do more video so you can supercharge those referrals. You can convert cold leads from the internet because when you’re doing videos and explaining complicated financial concepts or talking to them about retirement or their finances and money. 

1:07 We all know that money can be a very personal and emotional topic. Seeing somebody like you on camera, they will make a connection with you. 

1:17 They will trust you. By the time they raise their hand and reach out to you and say, “Hey, I want to do business with you,”

1:23 they already know you. Obviously, they already like you because they’re watching some of your videos and they trust you because you’ve shown competence through your videos, you’ve educated them, you’ve taught them new topics. 

1:35 It’s also a great way to stay top-of-mind if you’re releasing consistent videos about various topics and pushing those out on social media, on email marketing with unconverted prospects, with your existing clients, people will start sharing that. 

1:50 And when they are ready to make the leap and raise their hand and say, “Hey, I’m willing too, I’m ready to engage,” it’ll be an easier sale. 

1:57 You don’t have to chase somebody, you don’t have to convince them because they’ve already consumed a lot of your content. 

2:03 It’s pretty common that our clients, when they are doing a lot of content and then somebody jumps on a discovery call or free consultation with them, they’re ready to go because they’re like, “I’ve watched all of your YouTube videos” or “I’ve listened to your podcast or I’ve 

2:20 read your content,” right? And so video is an incredibly powerful tool. My encouragement to you in this video is simply to do more video. 

2:29 I hope you found this helpful. I’m gonna be producing more quick little videos like this, so we need to practice what we preach. 

2:36 We have a great team that’s producing a lot of great content but I’ll personally pop in here and shoot some videos and some trainings on digital marketing, on messaging, on marketing strategy, SEO, paid ads and a bunch of really cool things. 

2:48 But get started with video, make a commitment to yourself to produce at least one video a month, but ideally more. If you can get on a weekly cadence of videos, you can get a simple camera setup, or just on your phone, flip your screen over, and start talking, and push that as part of your marketing 

3:05 strategy, as part of your social media marketing strategy, as well as your email marketing. Hope you found this video helpful. 

3:11 I’ll talk to you soon.

The post Attracting More Ideal Clients appeared first on Indigo Marketing Agency.

Personal Branding 101

Marketing has shifted from generic brands and companies doing all the talking to personalities and individuals and personal brands with a little bit more color, a little bit more flair and interest. So how do you capitalize on this trend, and how do you start applying some of those principles into your own personal brand as a financial advisor? 

In this quick video, we want to share with you how we go about empowering our clients to show who they really are to attract more of their ideal clients…and how you can apply it into your own personal branding strategy and overall marketing strategy.

Transcript

0:00 Marketing has shifted from generic brands and companies doing all the talking to personalities and individuals and personal brands with a little bit more color, a little bit more flair and interest being the way to go. 

0:11 So how do you capitalize on this trend and how do you start applying some of those principles into your own personal brand as a financial advisor? 

0:18 Well, that’s what I want to talk to you about in this video. Hey there my name is Hugo with Indigo Marketing Agency and we help financial advisors and wealth management firms better market themselves online 

0:33 and attract more of their ideal clients. And one of the best ways that we’re doing that today is by empowering our clients to show who they really are. 

0:41 And I want to share with you in today’s video how we go about doing that and how you can do that to apply it into your own personal branding strategy and your overall marketing strategy. 

0:50 The first thing is just a quick mindset shift. It’s realizing that it’s just that. People need to see the authentic version of you. 

0:59 Share pictures (to the degree that you’re comfortable) of yourself as a complete human being. You know, we recently took our management team to a Seahawks game; we’re huge Seahawks fans. 

1:09 And so we posted a picture of us getting together at the game as well as our leadership meeting that we had right after.

1:16 And so that is a simple way to show some color, some depth, some different ways of showing people that there are real humans on the other side. 

1:25 Whether that’s sharing pictures of loved ones or pets or certain travels or certain interesting things you have, it’s showing people more of your hobbies and your personal side, because people want to connect with people. 

1:37 And if you mix that in with your regular content, it’ll give your social media marketing and your personal brand some color. 

1:45 A couple of my favorite personal brands are brands like the Rock. He was able to build a lot of different companies on the backbone of his personal brand. 

1:55 And you get to see a mixture of his professional side, his family side, his interests, and he’s constantly promoting his personal brand. 

2:03 And so find personal brands that you like and individuals that you like and try to emulate or model them as well. 

2:09 But really it starts with you getting comfortable with showing that. I’m still working on that myself because I’m typically a pretty private person, and everything I want to talk about is marketing and business and sales and marketing and business and sales. 

2:20 But I know that people don’t just want to see that from me. They want to see the full breadth of me as an individual. 

2:28 So don’t be afraid to show who you are and be an authentic version of yourself, both online and offline. 

2:35 So that’s my tip, my first thought. The second thing is you need to be consistently posting content. And that content can be in the form of a short-form video (like this), or it can be written content if you like to write. 

2:48 You can do long-form LinkedIn posts or Twitter threads as well as blog posts or other types of short-form content. 

2:54 If you like podcasts and more longer-form content, you can do that as well. So that’s the second thing, is that’s the way you start to show a lot of who you really are. 

3:03 And you do that by creating a nice mixture of entertaining content as well as educational. So if you’re more of an educator, cool. 

3:10 Spend a lot of time educating your clients and talking about topics you really care about. And it’s even better if you can mix entertainment and education. 

3:19 And the last final thought is you. You have to be consistent. You have to show up day in, day out, week in, week out, month in, month out, because over a span of a year, if you commit to posting consistently on social, you can really build up your network, your circle of 

3:36 influence. You can build out your client base and start to actually see results from your social media marketing efforts by investing more in your personal brand. 

3:47 Don’t just post on your LinkedIn page and your company LinkedIn page generic content, try to invest in your own content, in your own voice; again, videos like this, or images or written content. 

4:00 So how do you put all of this together in one simple cohesive strategy? Well, let’s use LinkedIn as an example. 

4:07 On LinkedIn, you optimize your profile to tell people who you are and how you can help. You update a photo of yourself. 

4:14 A lot of folks just don’t even update it. I suggest having a photo at least once or twice a year, a fresh photo of what you look like today. Use a professional photographer or most iPhones do a great job these days. 

4:27 So update your photo, update your description, and tell people who you are and how you can help. The second thing after that is get on a consistent schedule to post original, high-quality social media content, whether even if it’s just twice a week or once a week, invest the time in creating 

4:43 that content and posting it consistently and show thought leadership. What happens is this is where the secret sauce lies, you then start to connect with other people. 

4:54 When you’re an interesting person on social media and you reach out for a LinkedIn connection request, the first thing they’ll do is they’ll go check out who is this person that’s connecting with me, they’ll see your profile, they see you’re a serious person or that you have some value to offer. 

5:07 You’re constantly posting content and they, right there, will make a decision, “Do I want to connect with this person or not?”

5:13 More often than not, the answer is yes, because you’ve shown to be somebody that is worth connecting with, because you’re investing in your personal brand. 

5:21 They’ll connect with you and they may not interact with you or be a client or send you a referral right there, but they’ll stay in touch with you. 

5:29 And as you’re posting more content on social media, they’ll see that in their feed. You’re constantly staying top-of-mind and a lot of marketing is just staying top-of-mind. 

5:38 But then because it’s original content, it’s content that you have invested the time, and you’re showing your true, authentic self, people will start to resonate with that content, and that is where they’ll start to raise their hand and want to become a client or send you a client.

5:54 And so that is how you put all of this together, but you have to be consistent and you can’t expect one post to go viral and you know that’s going to change the trajectory of your practice. 

6:03 This is a long-term game. Think of it as how you’re building your own reputation. A reputation isn’t built overnight, right? 

6:10 Reputation is built by consistently showing up and what you do consistently. I hope you found this video helpful on personal branding. 

6:17 If you did, I would love to hear from you in the comments, and I look forward to seeing you in the next video.

The post Personal Branding 101 appeared first on Indigo Marketing Agency.

Google 101 for Financial Advisors

Financial advisors are always looking to rank higher in Google search results. But the common question is “How?” Join Indigo CEO Hugo Fernandez in this quick video as he gives a high-level overview on how Google search works and discusses strategies related to SEO, paid advertising, and consistently posting to rank higher. He’ll walk you through a live Google search and show how you can use it to drive new traffic, new leads, and new clients for your wealth management firm. 

Transcript

0:00 Hey there, financial advisor. In this video I’m going to walk you through Google search and how you can use it to drive new traffic, new leads, and new clients for your wealth management firm. 

0:15 My name is Hugo with Indigo Marketing Agency and we help financial advisors and wealth management firms better market online and grow their firms. 

0:35 Of these Google screened, it says sponsored. So these are ads that Google is promoting now called a local service ad. 

0:43 So if you just do a little bit of research on local service ads, what they are is, Google is trying to make it easier for people to pick up the phone and find the local businesses that make sense for them. 

0:53 So in this case, I’m looking for a wealth management firm. And so you’ll see that the first two placements here are the main call to action is for me to call the business. 

1:02 And it takes up the first batch of real estate here in Google search results. To run those, you need a Google Ads account, and you need to verify your business, send over some quick documentation, and then you’ll be approved. 

1:15 The cool thing about local service ads is you only pay for results. And a result for them, as opposed to a click, is an actual phone call, because when somebody’s searching for services, they need to get in touch with the business, and that way is through a phone call or a form submission. 

1:36 So this tool is really cool because it allows consumers to get in touch with those businesses. So running those types of ads can be really, really effective. 

1:46 The second thing that you’ll notice is the standard text ads. Now these are your normal PPC ads or Google ads that people have been running for years. 

1:56 Those can be really, really good as well. You’ll notice that this one takes up quite a bit of real estate because it is using, you know, extensions inside of Google Ads. 

2:07 Then there’s a couple of things that you can do to customize your ads so they take up a little bit more real estate. 

2:11 They make it easier for people to click and get in touch with you. The next thing you’ll see here in Google search is the local pack or the Google Business Profiles. 

2:21 Now, most advisors have a Google Business Profile. If you don’t, go create one. It’s a no-brainer, it’s free, and you want to make sure you’re consistently updating it with posts, with consistently getting reviews, and make sure your information is up to date and all your links are working as they should.

2:39 So go ahead and set up your Google Business Profile. You’ll see they take up the most real estate and then the second action item there is two request reviews from your clients, if you’re allowed to do that. Most financial advisors now are starting to do that. 

2:52 So if you can get ahead of the curve and start asking for reviews, you’ll be able to get some business here pretty quickly. 

2:59 So when I click that and see more search results, it’ll bring up the map, but then you’ll also see these two Google screened up at the top left. 

3:08 And if you keep scrolling down, you’ll see the free placements and the free free listings here that are showing up. 

3:16 So I’m going to click back and we can keep going down the list. The next thing that really catches my attention is this Yelp page. 

3:23 So make sure you have a Yelp profile and same thing there. You’re getting reviews because they’re showing up. But then you have the organic search results for people’s individual websites. 3:35 And so I like this keyword because it allows you to still show up for a competitive keyword. So this, presumably, is an independent financial advisor or a small firm. 

3:44 Same thing with this one, and these are local businesses or local firms in my area. So it’s still a good opportunity. 

3:52 Then you’ll see some sponsored ads. If you keep scrolling, it will then sort of repeat that process. This is now page two. 

4:01 Let me type in a different keyword, “financial advisor, Los Angeles.” And you’ll see the same type of search result. Sponsored ads at the top, specifically these local service ads that I’ve talked about. 

4:13 And then you’ll see some more sponsored ads here, your standard local text ads. Let me zoom back out. 

4:20 All right, and the next thing that you’ll notice is SmartAsset is showing up here. Now, SmartAsset is sort of what I call a lead aggregator, which, basically, they work on their own SEO and their own ads and they run their own marketing campaigns. And then if I were to click that, it takes me to a sort 

4:38 of listing for that advisor or that investment firm, or that wealth management firm, and so you can follow them along and then they collect the leads and then they resell them to you. 

4:53 So take a page out of their playbook and optimize your own content. Now, you might not be able to compete with the likes of SmartAsset, or if I keep scrolling, you’ll see some of the other competitors, but you’ll still be able to show up. 

5:05 Google is consistently shuffling these search results to let the individual businesses show up, right? And so you can see here, we have some individual businesses that are still showing up in addition to the main big brands.

5:19 The Morgan Stanleys and so on and so forth. So you want to show up for a nice mix of keywords in a separate video. 

5:30 I’ll talk about keyword strategy and what keywords you should be targeting in order to give yourself the best chance. But I wanted to shoot a quick high-level overview on how Google Search works so you can start thinking about mixing in some SEO, some paid advertising, and consistently posting 

5:49 on your Google My Business to try to get that to rank higher. I hope you found this video helpful. If you have any questions, drop them in the comments below. I’ll see you in the next video.

The post Google 101 for Financial Advisors appeared first on Indigo Marketing Agency.

Boost Your Online Presence With Indigo Marketing Agency’s Exceptional Website Services

Welcome to Indigo Marketing Agency, where we don’t just create websites; we craft digital experiences that leave a lasting impression. With over a decade of expertise in SEO, content planning, and copywriting, we’re not just another agency—we’re your partners in success.

Why Choose Indigo for Your Website Services1. Unparalleled Expertise

Indigo Marketing Agency boasts a seasoned team of experts with over a decade of hands-on experience. We’ve written and published thousands of articles, and we understand the art of making your website not only visually stunning but also search engine optimized to dominate the rankings.

2. Cutting-Edge Custom Web Design

Your website is your digital storefront, and we understand the importance of making a striking first impression. Our cutting-edge custom web design ensures that your audience is captivated from the moment they land on your page. We don’t just build websites, we build experiences that resonate.

3. SEO Excellence for Maximum Reach

Creating a stunning website is only half the battle. Our in-house SEO experts fine-tune every aspect of your online presence to ensure you’re seen and celebrated. Through meticulous keyword research and strategic optimization, we’ll catapult your website to the top of search engine results.

4. Niche Copy Crafted for Ideal Clients

Words have the power to convert visitors into loyal clients. Our team of seasoned copywriters will create bespoke, niche-specific content that speaks directly to your ideal clients. Each word is carefully chosen to resonate with your target audience, turning casual browsers into devoted advocates.

What Sets Us Apart

The Indigo Marketing Agency team goes the extra mile to ensure your online presence stands head and shoulders above the competition. Here’s how…

1. Proven Track Record

With thousands of successful projects under our belt, we have the track record to back up our claims. Our portfolio speaks for itself, showcasing the tangible results we’ve achieved for clients across diverse industries.

2. Tailored Solutions

We understand that one size does not fit all. Our website services are meticulously tailored to meet your unique needs and objectives. Whether you’re a startup looking to make a splash or an established business aiming to redefine your online presence, we’ve got you covered.

3. Transparent Communication

We believe in keeping you in the loop every step of the way. Our transparent communication ensures you’re always aware of the progress and can provide valuable input to shape the final outcome.

Your online presence is the cornerstone of your success in the digital age. With Indigo Marketing Agency’s top-notch website services, in addition to getting a website, you’re gaining a partner committed to your success. From custom web design to SEO excellence and niche-focused copy, we’re here to take your brand to new heights.

Don’t settle for ordinary—choose Indigo Marketing Agency, and together let’s embark on a journey toward digital greatness. Schedule your free strategy session now!

The post Boost Your Online Presence With Indigo Marketing Agency’s Exceptional Website Services appeared first on Indigo Marketing Agency.

Meet Our Team: Katie

Are you curious to know one of the major driving forces behind Indigo Marketing Agency’s success? Look no further! Meet Katie Cress, our Digital Marketing Consultant and Sales & Client Strategist. Join us as we delve into this dynamic team member’s story and her role in our mission to help financial advisors attract their ideal clients with custom content solutions.

If you haven’t had the pleasure of meeting Katie yet, it’s high time you did! An integral part of the leadership team here at Indigo Marketing Agency, she fuels collaborations across various departments, all working toward the common goal of enhancing our business and delivering remarkable (and measurable) results for our valued advisors.

A Passion For Small Businesses

Katie’s passion for working with small businesses traces back to her very roots. Born into a family that operated a small business, with her father at the helm, she experienced firsthand the dedication and hard work that go into building and running such enterprises. Many of her family members played essential roles in the company, and Katie herself jumped in at different stages of her life, depending on her age and experience. She and her husband now run their own small business, Clean Eatz Cafe, where they use their collective marketing prowess and love of food to create a welcoming space for employees and hungry customers alike. 

Strategizing For Growth

In Katie’s essential role at Indigo, she focuses on client strategy and sales, a position that directly influences the growth of our business. In the world of sales and client services, every interaction counts, and Katie thrives on the opportunity to make a tangible impact. Not only does she drive growth for Indigo, but she also extends her expertise to our clients, helping them harness the power of our marketing tools to expand their own businesses.

Katie’s journey at Indigo Marketing Agency is a testament to the company’s commitment to excellence, innovation, and dedication to our clients. Her vibrant personality and unwavering passion makes her an invaluable asset to the team.

Want to get to know Katie even better? We invite you to watch a quick video in which she shares more about her family and her role at Indigo Marketing Agency. 

We are thrilled to have Katie as part of our team. We look forward to seeing how she continues to drive our mission to empower financial advisors and enhance their marketing efforts. 

Indigo Marketing Agency recognizes the demanding workload independent financial advisors face. If you’re seeking support in managing your marketing efforts, we invite you to book a complimentary strategy session with our team today. We’re eager to learn more about you and discuss how we can permanently remove marketing tasks from your to-do list.

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Beyond the Client: How Financial Advisors Can Successfully Engage with the Next Generation for Sustainable Wealth Management

Most advisors agree it’s easier to preserve an existing relationship than it is to prospect for a new client. But what if you’re looking to retain the older generation AND engage with their children…you know, those intergenerational relationships?

The fact is, whether you’re looking to expand your financial services business or preserve assets for years to come, you need to be able to effectively relate and communicate with the younger generation. Why? Because Millennials are projected to inherit over $68 trillion from their Baby Boomer parents by the year 2030—and most still value advice over algorithms. 

Despite this, many advisors struggle to effectively engage with this demographic and make several mistakes that get them ghosted. But what if we told you it doesn’t have to be difficult?

We’re sharing EXACTLY where many advisors get it wrong and the quick fix, so you can easily connect with the next generation and build a sustainable wealth management business for years to come.

The Do’s and Don’ts of Engaging with the Next GenerationDon’t: Rely on Credentials Alone

You’ve worked hard to build your expertise and earn your designations—and clients are looking for an expert. But they’re also looking for a guide: someone who’s approachable, who’s aligned with their values, and who adds simplicity to their lives. 

What’s more, their “spidey senses” alert them to anyone who uses complicated sales jargon or wields credentials like a weapon. You don’t want them to bail before they’ve had a chance to see just how much value you bring to the table. You need to build authority—without diminishing your designations.

Do: Simplify and Personalize Content

The last thing your clients need is more jargon. When working with the next generation, it’s key to translate complex financial terms into relatable language. They’re looking for content that’s entertaining, engaging, and easy to understand. 

If you’re looking to connect with clients, it’s best to share real-life examples of financial planning successes. Not only is it a testament to your abilities as an advisor, but it’s great social proof—meaning clients are more likely to trust you because others have. 

You want to incorporate testimonials into all your content because it’s the perfect way to spotlight your expertise, without coming across as salesy or sleazy. 

Don’t: Focus Entirely on the Transaction

Millennials won’t tolerate anything that smells like a sales presentation—so it’s best to prioritize relationship-building over product-pushing. This is important from the first meeting and beyond. 

In order to win with the next generation, you need to cultivate trust through ongoing communication and support. If every communication turns into a sales pitch, clients will move on to the next advisor…FAST. You will capture their attention and commitment with content that’s value-packed and pressure-free. 

Do: Provide a Holistic Approach

Sure, the next generation of clients likes to buy…but they don’t like to be sold to. They are looking for someone to ask them the right questions and are likely coming into every meeting with an agenda of their OWN. 

You want to be that advisor who will meet them where they are—and who will fill in the gaps with your expertise. So…how do you do this? 

By nailing down exactly what drives their decisions: from their deepest desires to their prickly pain points. Then you craft your content to solve these problems and speak to their exact needs. 

Don’t: Underestimate the Value of Storytelling

Humans love stories—it’s basically in our DNA. We talked about storytelling for your testimonials, but if you’re looking to maintain those intergenerational relationships, then you should be weaving storytelling throughout ALL your content. 

It could be as simple as sharing stories of successful intergenerational wealth transfers on social media. Or using personal stories in your emails to help break down complex concepts into more relatable, memorable, and easily digestible tidbits. 

Nothing beats boredom like a good story—which is a good thing when you’re competing against algorithms and bots for attention. 

Do: Embrace Technology

It’s no secret that younger generations prefer digital communication platforms. So, if you’re looking to build a presence with this group, then it needs to be an online presence.  

One simple way is to use social media to provide bite-sized financial education. Another is to use email marketing or a blog to provide relevant and relatable content to your readers.

In fact, content marketing is the best way to stay top-of-mind, share valuable information, and stand out as the go-to financial advisor in your area—especially with the next generation. When looking to engage with younger clients, you need to expand your reach and meet them in the digital space.

Engagement Tips for Different Platforms 

We asked our Millennial team members what they value most in a financial advisor and their preferences when it comes to engaging and consuming their content.

Based on their responses, here’s what we found:

Be TransparentMillennials prioritize transparency in their financial advisor. Sure, you need to be knowledgeable, but if they feel you’re being forthcoming, they’re more likely to put their trust in you.Your clients want to hear from YOU. They hired you because they believe in you and your expertise. Don’t sell yourself short by sending out canned content.Millennials typically consume information via video. If you’re not yet comfortable on camera, it’s time to redefine your newsletter and unleash your potential with video.Don’t just focus on retired people. Millennials want to know how they should be planning NOW. Provide resources that continue to educate on situations that apply to them.EngagePrimarily, Millennials prefer engaging in communication through email. Relying ONLY on social media could be a major missed opportunity.It’s important to remember that social media platforms should be SOCIAL. Engage with your audience and their content. Posting a poll and asking followers to respond to something in the comments is a great way to boost engagement.The post copy needs to pique their interest to get them to leave a platform. Don’t just tell them what the post is about; give them some nuggets of wisdom to have them clicking for more.Embrace TechnologyDon’t be afraid to embrace technology for you and your clients. Stay up to date on the latest trends in fintech to ensure you’re not hearing about a trading app from a client.Make sure your clients understand the WHY behind your strategies and why “blank” app may or may not be right for them. Level up by partnering with a fintech company that works with your clients’ needs (such as Orion, Advisor Engine, or eMoney) to make you stand out as an advisor.Tip: Review this 2023 T3/Inside Information Software Survey. How We Can Help with Long-Term Retention 

The truth is legacy outreach is crucial for long-term business viability, but it’s more than just financial transactions. It’s about fostering meaningful connections, understanding the evolving needs of your clients and their families, and positioning yourself as a partner in guiding families toward financial success across generations.

If you need help adapting to the digital world and marketing to the next generation, we’re here to help! Schedule your free strategy call and get customized recommendations on how you can best reach this unique clientele, so you can keep your business growing for decades to come.

The post Beyond the Client: How Financial Advisors Can Successfully Engage with the Next Generation for Sustainable Wealth Management appeared first on Indigo Marketing Agency.

Indigo Marketing Agency Partners With Wealthtender to Boost Digital Marketing for Financial Advisors

Through this partnership, Indigo’s clients will benefit from Wealthtender’s state-of-the-art digital tools, further solidifying Indigo’s role in financial advisor marketing.

Renowned for its dedicated marketing services to financial advisors, Indigo Marketing Agency is proud to announce a strategic partnership with Wealthtender, the industry’s leading find-an-advisor website and the pioneer of the SEC-compliant online review platform. This collaboration aims to redefine the way independent financial advisors expand their digital footprint and engage potential clients.

Since its inception in 2015 by Claire Akin, and now under the leadership of Hugo Fernandez, Indigo Marketing Agency has consistently demonstrated its commitment to excellence. By bringing onboard industry-leading professionals and staying attuned to the evolving market, the agency ensures that financial advisors always have access to cutting-edge marketing strategies.

As a Wealthtender Certified Consultant, Indigo will grant its clients a distinctive Wealthtender subscription, which includes:

Content Syndication: Amplifying advisors’ content reach by publishing their articles on wealthtender.com every month, without any hassle.SEO Optimization: Enhancing advisor profiles for better search visibility.Preferred Partner Status: Wealthtender will feature Indigo Marketing Agency as a top recommendation for advisors seeking outsourced marketing services.

Brian Thorp, Founder and CEO of Wealthtender, remarked, “For years, I’ve admired the passion and enthusiasm exhibited by the Indigo team to provide their clients with tailored services to attract new clients and accelerate their growth. Today, I couldn’t be more excited to announce our partnership that unlocks new opportunities for hundreds of financial advisors served by Indigo and others referred by Wealthtender to multiply the returns on their digital marketing investment.”

With the announcement of our partnership with Wealthtender, Indigo Marketing Agency is thrilled to introduce specialized services catered specifically for independent advisors. These tailored offerings will enable advisors to leverage Wealthtender’s digital strengths, ranging from SEO assessments for their profiles on Wealthtender to a seamless monthly article syndication process.

Elizabeth Reider, Indigo’s Director of Marketing, elaborated, “At Indigo, we’re dedicated to helping financial advisors transform and grow their business with marketing solutions tailored to each advisor and their unique story. Through our partnership with Wealthtender, we’re excited to amplify the reach of advisor content through the Wealthtender platform and further strengthen their SEO to foster their growth.”

For financial advisors ready to elevate their online visibility, Indigo invites you to begin with a free strategy consultation at indigomarketingagency.com/get-started/.

About Indigo Marketing Agency 

Indigo Marketing Agency stands out as a premier marketing consultancy, specializing in serving financial advisors with top-tier digital marketing solutions complemented by comprehensive monthly performance analytics. Their service suite encompasses website management, email marketing, social media promotions, and bespoke marketing initiatives. Dive deeper into their offerings at indigomarketingagency.com.

About Wealthtender 

Wealthtender is an indispensable digital marketing hub for financial advisors, designed to enhance online visibility and convert potential leads into loyal clients. As the innovator behind the industry’s inaugural SEC-compliant online reviews platform, Wealthtender has established itself as the top find-an-advisor website. Discover the myriad of digital marketing advantages by visiting wealthtender.com/grow.

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Content Marketing Amplified: Game-Changing Tactics With LinkedIn Documents Posts

In the ever-evolving landscape of financial advisory, staying ahead means continually innovating your content marketing. Among the plethora of platforms available, LinkedIn has emerged as a goldmine for financial advisors seeking to promote their services and engage with potential clients. The secret weapon? LinkedIn Documents. In this guide, we’ll show you how to harness the power of LinkedIn Documents and unveil eight game-changing tactics to connect with top-tier clients.

Unveiling LinkedIn Documents

LinkedIn Documents are versatile posts that enable you to share a wide range of content, from articles and reports to presentations and e-guides. These informative posts combine text, visuals, and downloadable resources to create engaging content that captures your audience’s attention and delivers valuable insights.

With the potential to share extensive documents, incorporating LinkedIn Documents into your marketing strategy can be a game-changer. Readers can not only access your content but also download and share it, making it an ideal format for disseminating in-depth reports, whitepapers, or informative presentations.

Crafting a LinkedIn Document

Creating an engaging LinkedIn Document begins with preparing your content. We recommend using tools like Microsoft Word, Google Docs, or professional design software to create your document. You have the flexibility to format your content as needed, and there are no strict aspect-ratio limitations.

Though you can create lengthy documents, it’s advisable to keep them concise and focused, typically ranging from 3 to 10 pages. Anything longer might overwhelm your audience. Once your document is ready, follow these steps:

Log in to LinkedIn and click the “Start a Post” bar on your home page.Select “More” and then choose “Add a Document.”Upload your document and add a descriptive title to enhance discoverability.Click “Done” to add your document to your post.Now it’s time to craft an engaging caption. Make it attention-grabbing, use relevant hashtags for context and visibility, and don’t forget to incorporate a compelling call to action.Strategies for Stellar Document Content

When creating LinkedIn Document posts, prioritize three key factors:

Attention-Grabbing Introduction: Your document’s opening page should entice viewers to dive into your content. Given the limited attention span of LinkedIn users, a compelling start is essential.Clear and Readable Layout: Keep your text concise, use subheadings, bullet points, and visuals to enhance readability. A well-structured document with an appealing design will captivate your audience.Engaging Call to Action: While keeping your post concise, provide a clear next step for your audience, such as scheduling a consultation, visiting your website, or subscribing to your newsletter. Maximize the impact of your content by encouraging further engagement.Ready to Incorporate LinkedIn Documents Into Your LinkedIn Strategy?

If you’re eager to leverage LinkedIn Documents for your financial advisory efforts, consider these content ideas to kick-start your journey:

Share In-Depth Insights: Create documents that delve into industry trends, market analyses, and expert opinions to establish thought leadership.Educate Your Audience: Develop informative presentations or reports that educate your audience on financial topics, providing valuable knowledge.Showcase Success Stories: Dedicate sections of your document to different client success stories, highlighting how your services have contributed to their financial achievements.Offer Resources: Share informative guides, toolkits, or checklists your audience can download for their benefit.Promote Webinars and Events: Use LinkedIn Documents to provide details about upcoming webinars, conferences, or events, offering a preview of what attendees can expect.How We Can Assist

If you’re seeking streamlined content solutions, including LinkedIn Document creation, the Indigo team is ready to help. We specialize in crafting custom content and managing your social media presence, allowing you to establish yourself as a thought leader on LinkedIn without the time-consuming content creation process. Take the next step by scheduling a free strategy call with our team of marketing strategists.

Thank you for joining us on this journey to amplify your content marketing efforts!

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Get Ahead of the Game: Elevate Your Marketing for a Strong Finish to 2023 and Beyond

As the year rapidly approaches its end, there’s a sense of urgency in the air—a sense that time is slipping away, and you must seize the moment to elevate your marketing and ensure your financial advisory practice thrives in 2024 and beyond. The clock is ticking, and now is the time to act.

At Indigo Marketing Agency, we understand you want to be in control of your own marketing destiny. You’ve built a practice with a true specialty, a vision you’re passionate about showcasing to the world. Our mission is to be the partner you need, the team that not only understands your vision but works tirelessly to make sure your marketing reflects your unique value proposition.

Your Story, Your Voice

In a world of generic marketing, don’t settle for mediocrity. Your story deserves to be told in your unique voice. At Indigo, we don’t offer one-size-fits-all solutions. We craft custom, done-for-you content that lets you say what you want, when you want, in a way that resonates with your target audience.

Stand Out From The Crowd

Standing out in the competitive financial advisory landscape requires more than just generic marketing tactics. It demands expertise, industry knowledge, and a deep understanding of what makes your firm unique. Our team brings these qualities to the table, knowing exactly what it takes to make your practice shine.

Save Time, Focus on Clients

You understand the importance of a cohesive marketing strategy, but perhaps you lack the time or expertise to execute it. That’s where we come in. At Indigo, we manage it all for you, so you can focus on serving your clients and growing your practice with peace of mind.

Custom Marketing Solutions

Most advisors choose to work with us because they want more than a cookie-cutter marketing approach. You may have a unique specialty or simply want 100% control over how your story is told. While generic marketing solutions exist, at Indigo, we create custom marketing on a regular basis to fit your firm like a tailored suit, telling your story in a way that no one else can.

The Total Marketing Package

Our Total Marketing Package is designed to put you ahead of the game and keep you there. It includes:

Marketing Foundations Package: Build a solid marketing foundation.Social Media Services: Boost your online presence.SEO Package: Dominate Google search results.Email Marketing: Send consistent, cohesive messages.Welcome Series Emails: Engage and convert new leads.Website Audit: Improve website traffic and conversions.Calendar Integration: Make it easy for prospects to connect.Personalized 12-Month Content Calendar: Plan for marketing success.Ongoing Monthly Benefits

Our commitment to your success doesn’t stop with the Total Marketing Package. We also provide:

1 custom blog post each monthDistribution of your monthly article via email, social media, and Google My Business3 social media posts per week to Facebook, LinkedIn, and TwitterMonthly marketing metrics to track your progressA dedicated account manager to keep your strategy on trackTurnkey Websites

Our turnkey websites, designed specifically for financial advisors, will captivate and convert potential clients. These visually stunning web pages are optimized to resonate with your ideal audience, setting you apart from the competition.

Elevate Your Online Visibility

Is your firm visible when potential clients search for “financial advisor” or “financial planner” on Google? Our cutting-edge SEO services can boost your rankings and attract high-quality traffic to your website.

From Keywords to Conversions

You’ve invested in a stunning website, compelling copy, and killer content. Now let us help you get noticed and stay top-of-mind with automated ads (Google and Facebook) and monthly metrics. We handle everything from optimized keywords to conversion-driven landing pages.

Advertising Results You Can Trust

Looking to increase sales and generate high-quality leads without lifting a finger? Our experienced team will craft personalized social media ad campaigns, monitor performance, and deliver results you can trust.

Your Path to a Strong Finish in 2023 and Beyond

Indigo Marketing Agency specializes in working with independent financial advisors like you. We’re here to help you boost your marketing, enhance your communication, and see real, measurable results. Your success is our success, and now is the time to take action.

Additionally, for the right-fit firms, we offer highly customized full-service offerings tailored to your unique needs.

Don’t let 2024 sneak up on you unprepared. Take control of your marketing destiny today. Book your free strategy call with our team and set up a successful year ahead.

Let’s elevate your marketing together. Contact us now.

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Meet Our Team: Lisa

As Indigo’s most-tenured team member, Lisa Gaines’ positive impact on our success cannot be overstated! As Content Deployment Manager, she is responsible for deploying our clients’ blog content in a timely fashion, a crucial component of their overall marketing strategy. 

Lisa breaks down the process as follows: “Once an article is written and proofed by the writing team, and approved by the advisor and account manager, they hand it off to me. I upload the blog post to their website, and do any necessary formatting/editing. 

“Then I draft the marketing email that corresponds with the blog post. I have a marketing assistant help me send out the emails, and post the blog post to the advisor’s social media accounts and Google My Business account. 

“It can be a lot of moving parts and a lot of details to keep track of, but after doing this for a while, I would say we’ve built a pretty well-oiled machine, and I truly enjoy this side of the business.”

Joining Indigo 

When Lisa joined the Indigo team, she’d already been working fully remotely for a number of years, and it felt like the perfect fit. It was a new company, and even in the early days, the culture and the goals of Indigo were something that interested her and attracted her to not only the company, but the people working for Indigo. It was also a realm of marketing she had no prior experience with; although initially intimidating, it was a huge growing opportunity. She didn’t know anything about financial advisors, or much about managing content. However, she’s thankful for the risk that was taken on her, and she’s happy to say she’s learned so much in many different areas over the years. 

Of course, the second part of what attracted Lisa to Indigo is the flexible work-life balance. As a military spouse, she and her family move often, sometimes to more remote locations, which can make it extremely difficult to find jobs. Indigo affords her the opportunity to have something she enjoys and excels at, while also being present for her husband and children. Lisa can easily take this job with her when the Army tells her family it’s time to move again. She says, “I can tell you that for a military family, this is truly invaluable.”

Lisa’s Life Outside of Work

Lisa and her husband, Korey, met their freshman year while attending Texas A&M in 2006, and have been together ever since. They have two kids, 8-year-old daughter Madelyne and a 6-year-old son Jameson. Lisa’s husband is an active-duty armor officer in the United States Army, so they move a lot—every two to three years, or sometimes even less! They have moved eight times in almost 13 years, and are currently stationed in Fort Cavazos, TX (formerly Fort Hood), about an hour north of Austin. 

Lisa’s father was also in the military, serving in the United States Marine Corps for 38 years, so the military lifestyle is honestly the only one she knows. She has a huge passion for serving military members and their families. She says, “I love the military community and all it provides. I love volunteering within this community, and being an advocate for these families that do so much for us.” She currently serves on the Fort Cavazos Spouse’s Club board, and as an advisor for the family readiness group within her husband’s unit. “Military life is not easy, but also provides us with so many opportunities we wouldn’t otherwise have.”

A side effect of moving so frequently, Lisa has developed a passion for interior design. Living in many different types of homes in many different parts of the world can be hard, so she loves the challenge to decorate all the unique environments and make them feel like home. She says, “There are so many ways these days to decorate a home even if you’re only there for a few years, and I can tell you, it truly excites me!”

The Indigo Team 

One of the first team members to join Indigo back in its beginning, Lisa was the original military spouse. Since then, because of the military network, we have a large handful of military spouses that now work for our team (two of them, Kelli McLeod & Sara Dressler, leading the Indigo team!). Because most of the military spouses know each other from different duty stations over the years, Lisa loves getting to work with old friends.

We are thrilled to have Lisa as part of our team and look forward to the continued success she brings to our organization. 

At Indigo Marketing Agency, we understand firsthand how much work you have on your plate as an independent financial advisor. If you’d like help handling your marketing, we encourage you to schedule a free strategy session with our team today. We’d love to hear more of your story and talk about how we can help you cross marketing off your to-do list for good.

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