Claire Akin's Blog, page 15

How Financial Advisors Can Show Up for Specific Keyword Searches

Financial advisors aren’t typically familiar with search engine optimization (SEO) strategies. Because SEO is complex, many advisors ignore the potential benefits completely. But after working with over 400 advisors to optimize their websites, we have seen some powerful results with a few specific updates and changes. Especially for advisors with a specific niche, it pays to focus on showing up for specific keyword searches.Case Study: One Advisor Goes from #100 to #1 in Search Results

In this example, we worked with one financial advisor through our SEO Package who specializes in retirement planning. He wanted to show up for the following keywords:

Financial Planning in Cedarburg, WIIFinancial Advisor in Cedarburg, WIRetirement Planning in Cedarburg, WIEstate Planning in Cedarburg, WI 

The first thing we did was take a “before” snapshot to see how his site was currently ranking for those keywords. He hadn’t done any SEO work on his site, so he was not showing up in the top 100 search results.

After our SEO Package, the results were impressive! He was now showing up as the top search result for “Retirement Planning in Cedarburg, WI”! For two of the other keywords, he was showing up as the #2 result. This is powerful since he does not have to pay per click for traffic generated to his website from organic keyword searches. The results will continue to pay dividends for months and years into the future with no ongoing costs!

How to Improve Your Search Ranking With SEO for Targeted KeywordsGoogle and other search engines use complex algorithms to decide which sites to return for a given set of keywords. One strategy they use for local businesses is the triangulation between three key factors: 1. Your Google My Business Page

It’s critical to set up and optimize your Google My Business page to tell search engines who you are, what you do, and who you serve. Google currently requires that you verify your business via a short verification video. Your verified Google My Business page will list your business category, link to your website, and display your photos. This is the single most important action you can take to improve your website’s SEO.

2. Your Website’s Keywords + Locations

The second thing search engines look for is a website that lists relevant keywords. You’ll want to update your site with the keywords you wish to rank for. You also want to include your locations as local SEO is where you can make the greatest impact. Use best practices for the keywords you are targeting, like optimizing your headings, images, and blog posts for the same set of keywords and locations.

3. Your Site-Titles and Meta Descriptions

Last, but certainly not least, adding optimized site-titles and meta descriptions help Google and other search engines determine early on what your website or web page is all about. It’s another excellent way to add the same set of keywords and one (or more) of your location(s). If you have effective site-titles and meta descriptions, they can help you rank higher on search results pages. This means you’ll get more traffic to your website.

Let’s Get You in Front of Your Ideal Audience

Updating the above three items can make a significant impact on your search rankings. Of course, results will vary based on the competitiveness of the terms. If this still sounds overwhelming, let us help you and take this critical step for the success of your digital marketing of your plate! Our SEO Package takes care of all of the aforementioned items and much more!

 

Reach out to schedule a free marketing strategy session at any time. We look forward to hearing from you!

The post How Financial Advisors Can Show Up for Specific Keyword Searches appeared first on Indigo Marketing Agency.

TMP & TMP PLUS Chart: Features, Capabilities, Benefits

Have you ever wished for a start-to-finish marketing service that actually works? You know, one that doesn’t require endless revisions to capture your unique voice, or constant management to keep things running smoothly? What about one that helps you boost website traffic, build brand awareness, and improve your Google search ranking? Well, those are just a few of the benefits you’ll get with our personalized marketing solutions. 

Built for financial advisors by people who know the industry, Indigo Marketing Agency is your go-to resource for all things digital marketing. We’ve condensed everything that we know works into two affordable packages: Total Marketing and Total Marketing PLUS. These cost-effective packages bundle together our most popular services, providing a comprehensive solution that delivers maximum value for your investment.

We know that choosing a marketing team can be daunting, which is why we’re taking the guesswork out of the process. Take a look at the charts below to learn more about exactly what we offer and how it will benefit your business.

Total Marketing Package

If you’re looking for consistent, high-quality messaging with guidance from top-rated industry experts, check out our Total Marketing Package.

FeatureCapabilityBenefitSocial Media Services3 posts per week to Facebook, LinkedIn, and TwitterBuild brand awareness and stay top-of-mind for clients and prospectsSEO PackageKeyword research, optimization, and implementationDominate Google search results and improve visibilityEmail MarketingSend consistent messaging and marketing touch-points for cohesive brandingNurture clients and prospects and build credibilityWebsite AuditIn-depth review of what’s working and what’s notBoost traffic and improve conversion ratesCalendar IntegrationLink your go-to calendar service to your websiteMake it easy for clients and prospects to get in touch with youMonthly Blog ArticlesTried-and-true content posted once a monthProvide engaging resources that clients and prospects actually want to read Monthly Marketing MetricsDetailed breakdown of click rate, conversion rate, and organic trafficKnow exactly how your marketing performs with monthly reports sent straight to your inbox Dedicated Account ManagerMarketing expert who manages your messaging and implements your strategy from start to finishSpend less time on marketing minutiae and more time providing excellent service to your A+ clients; get expert guidance on your marketing strategyTotal Marketing PLUS Package

For advisors who want fully custom content, TMP PLUS is for you. You’ll get everything in the Total Marketing Package plus monthly content that is personalized to your unique voice and target audience. Want to add video blogs to the mix? No problem! Our custom video solution is also included. Stand out from the crowd with this premium package.

FeatureCapabilityBenefitEverything in TMPFull-service digital marketing with a dedicated account manager, includes social media services, SEO, monthly blogs, and email marketingSave valuable time and resources while keeping your messaging consistent and generating high-quality leadsPLUS Fully Custom ContentPersonalized content that captures your unique voiceSeparate yourself as a go-to resource for your specific target audiencePLUS Video ServicesCustom video scripts and filming instructionsShow off your personality and improve engagementTake the Next Step

The Indigo team is here to take care of all your marketing needs, leaving you free to focus on what you do best—advising your clients. With our tried-and-true services, you’ll be able to transform your business and achieve your marketing goals in no time.

So why wait any longer? Schedule a free consultation to learn more about our top-rated packages and how they can help you take your business to the next level.

The post TMP & TMP PLUS Chart: Features, Capabilities, Benefits appeared first on Indigo Marketing Agency.

TMP & TMP Plus Chart: Features, Capabilities, Benefits

Have you ever wished for a start-to-finish marketing service that actually works? You know, one that doesn’t require endless revisions to capture your unique voice, or constant management to keep things running smoothly? What about one that helps you boost website traffic, build brand awareness, and improve your Google search ranking? Well, those are just a few of the benefits you’ll get with our personalized marketing solutions. 

Built for financial advisors by people who know the industry, Indigo Marketing Agency is your go-to resource for all things digital marketing. We’ve condensed everything that we know works into two affordable packages: Total Marketing and Total Marketing Plus. These cost-effective packages bundle together our most popular services, providing a comprehensive solution that delivers maximum value for your investment.

We know that choosing a marketing team can be daunting, which is why we’re taking the guesswork out of the process. Take a look at the charts below to learn more about exactly what we offer and how it will benefit your business.

Total Marketing Package

If you’re looking for consistent, high-quality messaging with guidance from top-rated industry experts, check out our Total Marketing Package.

FeatureCapabilityBenefitSocial Media Services3 posts per week to Facebook, LinkedIn, and TwitterBuild brand awareness and stay top-of-mind for clients and prospectsSEO PackageKeyword research, optimization, and implementationDominate Google search results and improve visibilityEmail MarketingSend consistent messaging and marketing touch-points for cohesive brandingNurture clients and prospects and build credibilityWebsite AuditIn-depth review of what’s working and what’s notBoost traffic and improve conversion ratesCalendar IntegrationLink your go-to calendar service to your websiteMake it easy for clients and prospects to get in touch with youMonthly Blog ArticlesTried-and-true content posted once a monthProvide engaging resources that clients and prospects actually want to read Monthly Marketing MetricsDetailed breakdown of click rate, conversion rate, and organic trafficKnow exactly how your marketing performs with monthly reports sent straight to your inbox Dedicated Account ManagerMarketing expert who manages your messaging and implements your strategy from start to finishSpend less time on marketing minutiae and more time providing excellent service to your A+ clients; get expert guidance on your marketing strategyTotal Marketing Plus Package

For advisors who want fully custom content, TMP Plus is for you. You’ll get everything in the Total Marketing Package plus monthly content that is personalized to your unique voice and target audience. Want to add video blogs to the mix? No problem! Our custom video solution is also included. Stand out from the crowd with this premium package.

FeatureCapabilityBenefitEverything in TMPFull-service digital marketing with a dedicated account manager, includes social media services, SEO, monthly blogs, and email marketingSave valuable time and resources while keeping your messaging consistent and generating high-quality leadsPLUS Fully Custom ContentPersonalized content that captures your unique voiceSeparate yourself as a go-to resource for your specific target audiencePLUS Video ServicesCustom video scripts and filming instructionsShow off your personality and improve engagementTake the Next Step

The Indigo team is here to take care of all your marketing needs, leaving you free to focus on what you do best—advising your clients. With our tried-and-true services, you’ll be able to transform your business and achieve your marketing goals in no time.

So why wait any longer? Schedule a free consultation to learn more about our top-rated packages and how they can help you take your business to the next level.

The post TMP & TMP Plus Chart: Features, Capabilities, Benefits appeared first on Indigo Marketing Agency.

Indigo Services Chart: Features, Capabilities, Benefits

Are you a financial advisor looking to expand your client base and grow your business? Do you struggle to keep up with the demands of digital marketing and find it challenging to create a strong online presence? A partnership with a reliable marketing agency can help you achieve your goals.

At Indigo Marketing Agency, we specialize in providing financial advisors with comprehensive digital marketing solutions that help them stand out in a crowded market. Our team of experts understands the unique needs of financial advisors, and our services are built to provide a robust marketing experience that captures your unique messaging without the time commitment needed to create it yourself. We’ll help you attract more clients, establish a strong online presence, and position yourself as a thought leader in the industry.

Whether you’re new to the business or you’ve been around for decades, we offer a range of tried-and-true services with a proven track record of success. Take a look at our most popular features below to learn more about how we can add value to your business.

FeatureCapabilityBenefitTMP Standard

Full-service digital marketing with a dedicated account manager, includes social media services, SEO, monthly blogs, and email marketing
Save valuable time and resources while keeping your messaging consistent and generating high-quality leadsTMP PLUSAll the benefits of our standard Marketing Foundations Package plus highly customized content that stays true to your voice with our Plus PackageReceive fully custom marketing materials with personalized content tailored to your unique brandNew Firm Launch/RebrandLogo design, website build, and custom email series announcing your new firm or rebrand to the worldElevate your brand and establish yourself as the go-to advisor in your areaWebsitesVisually stunning web pages designed to resonate with your ideal audienceStand out from the competition with a sleek, modern web designCopywritingWebsite copy from a team of skilled writers, optimized to appear in local web searchesCaptivate your audience with engaging copy and turn more leads into clientsWebinarsStart-to-finish content creation including webinar copy, design, and campaign rollout Embrace technology to increase engagement and reach more prospective clientsSEOKeyword research, optimization, and implementationDominate Google search results and improve visibilityFacebook AdsPersonalized ad campaigns and performance trackingGrow your business without lifting a fingerGoogle AdsAutomated ads optimized to boost Google search results rankingsMaximize your online presence and reach your ideal audience LinkedIn CampaignsTargeted connection requests and follow-upsExpand your network and generate referralsGet Started Today

Don’t let a lack of marketing expertise hold you back—partner with industry experts who can help you expand your reach, attract new clients, and increase your revenue. Let us help you succeed in your business so you can continue to provide excellent service to your clients.

Still have questions or want more information about your specific marketing needs? Schedule a free consultation with one of our marketing strategists today.

The post Indigo Services Chart: Features, Capabilities, Benefits appeared first on Indigo Marketing Agency.

The Art of Storytelling for Financial Advisors

At the recent Jolt Conference, I was so excited to finally meet one of our influencers, Dr. Preston Cherry. He shared the art of storytelling for financial advisors, and really it starts with active listening. Dr. Cherry shared some great practices that I think advisors can really implement today when you’re sitting down to meet with a current or prospective client.

One of those practices is taking a pause. You don’t always have to fill the void with more stories and chatter. Give them a moment to respond. He also said, if that makes you uncomfortable, while being silent, think about what’s going on around you. Is the air conditioning going? Is someone blowing leaves outside?

Take a moment to actually listen to what your prospect or client is saying to connect with them. Make sure you have a couple of key stories in your back pocket. For me, I always love to share a personal story about growing up or about a recent trip. Those can really help you be in the moment and connect based on what they’re sharing, so you can give something in return on the same level.

You also want to make sure that when you’re talking to them in those introductory meetings, you’re not drilling them with questions. They don’t want a clipboard, they want a conversation with you; they want somebody who’s going to listen. Otherwise, they would just go to a robo-advisor online.

If you’d like to hear more tips, Dr. Cherry Preston has a podcast that I know you would find valuable. And if you have any questions about how you can connect more with your ideal audience, please reach out to me. I would love to help.

If you’re ready to get started leveling up your marketing, schedule a free strategy session right now!

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Quality of Life As a Financial Advisor

So recently I heard from Marvin Mitchell at the Jot Conference about creating that quality of life as an advisor. And I know many of you have heard the phrase before, work hard, play hard. And he’s really been able to establish that in his practice by creating a process that works. It takes that burden off of his team because he got to the point where he was bringing in 200 plus leads at a time.

And how do you know which leads are really gonna be qualified and which aren’t? And what do you do with those leads when you get them? By having this overall process that feeds into the same funnel, he was able to automate so many different aspects of his marketing, especially when he wants to create various types of content.

He knows that he’s gonna have one thing that he’s recommending and that’s his toolkit. So whether he’s on a radio ad or he is sending something with social media, he’s like, connect with me if you want a copy of my toolkit. Then he has a whole plan of how he’s gonna filter through them and decide, am I gonna send a physical copy or is it gonna be a digital copy?

Is my team gonna follow up three times? Are they gonna follow up seven times? And so I would really encourage you to come up with a plan that works for you and your team when you get those leads so you’re not overwhelmed and you can increase your business, not by two times, but by 10 times. If you wanna find more information on content strategies or how you can automate services, please reach out to me and my team.

We would love to help you level up your marketing this year

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Jolt Conference Attendee Freebies!

FREE STRATEGY SESSION GET A FREE STRATEGY BOOK

Hello, Jolt Conference Attendees! What a week, am I right? So much information and great sessions for everyone. I hope that you really took away some actionable items you can implement into your business right now. 

If you have any additional questions on what’s been working—and what’s not—with your marketing strategy, reach out to our team today; we would love to provide a free strategy consultation. Plus, we want to give you a copy of our Marketing Guide for Financial Advisors, so reach out today and we’ll send you a free copy. Best of luck in leveling up your marketing!

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Finding More Clients Through Webinars and Courses

 

Are you curious about webinars? At the recent Jolt Conference, one of my favorite sessions was about finding more ideal clients through webinars and courses. It was moderated by Mark Foreman and our panelists were Isaac Presley, Samantha Russell, and Dasarte Yarnway. Although they gave different perspectives, they honed in on varying key points.

Consistency Is KeyBe authentic. 

In your messaging, you want to reveal who you really are, and you want to become an expert in a field. So when you’re sending messages out, Samantha suggests giving away something for free—that little nugget—and Dasarte says to be personal in the messages you’re sending out on LinkedIn.

Provide value.

Don’t just connect. Send something to connect with them. Then provide that value. This could be giving them a white paper or inviting them to your webinar. Isaac talked about how he’s starting to do very timely pieces, something that’s going to be an easy way to get registrants. So, during tax season, he’s talking about taxes; at the end of the year, he’s talking about deferred compensation.

Be timely.

When you’re creating your content calendar, be thinking about what is going to really work at different times in the year. Make sure you have some more timely pieces about current event things that are going on. Samantha mentioned that after COVID, an advisor worked with the Chamber of Commerce on talking about PPP loans for business owners. That was timely, important, and something confusing to their clients which they could clarify.

Other Webinar Tips

Did you know that Wednesdays and Thursdays around lunchtime are the best times to have a webinar? 

And be sure you’re not asking for a phone number; this can feel like a turnoff. Nobody wants to give away their phone number if they don’t really know you that well. 

Additionally, you really want to pay attention to reporting because it will help you decide who to focus on—and who you can focus on a little less. 

For instance, around the 40-minute mark, people start to trail off on a webinar. If somebody was to stay for the full hour, you know they’re really interested and you should take extra care to reach out to them to provide extra resources or follow up; maybe if they asked a question. 

Speaking of asking questions, it’s a great idea to have a poll or a chat and have a second person on that call with you. They can help monitor the chat for you, or if you have any technical difficulties, they can keep the webinar going.

Are You Ready for Your Next Webinar?

I hope you found these tips helpful, and I’m excited to see the content you create. If you have questions, I’m sure any of these panelists would love it if you reached out to them!

Here at Indigo Marketing Agency, we offer top-notch webinar services that keep your marketing relevant by embracing technology to increase engagement and reach more prospective clients. If you’d like more information or tips on your webinars, you can always reach out to me and the Indigo team by scheduling a call here. We love talking about webinars and all things content. 

Enjoy making your next webinar!

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Book a Free Marketing Strategy Call

Financial advisors, are you looking to level up your marketing game? Look no further! Indigo Marketing Agency specializes in helping financial advisors learn the secrets to success that top advisors use. 

During our strategy call, we will discuss what’s been working (and what’s not) and offer expert insights on how you stack up against your competition. You’ll get custom recommendations about how you can improve your marketing strategy—right now.

Don’t let your marketing fall behind. Book a free strategy call with one of our marketing strategists today and take your business to the next level.

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How to Invite Your Facebook Friends to “Like” Your Business Page

Some of my advisor clients are incredibly successful on Facebook, and for some it’s a waste of time. What’s the difference? Demographics. Facebook marketing is not for everyone. In fact, our own Facebook business page is not a core focus of our marketing efforts because most of our target prospects are more active on LinkedIn.

But for advisors with retired, predominantly female, or younger target audiences, Facebook can be the most cost-effective way to get in front of new prospects (often less than $1 per click). If your clients are under 50 or are mostly women, you should get serious about your Facebook strategy and focus on getting more “likes” for your business page. One first step is to invite relevant personal friends to like your page.

Should You Invite Personal Friends to Like Your Page?

There are a few key benefits of inviting personal Facebook friends to like your business page. First and foremost, people who like your page will see your updates and the content you share, so they’ll be more aware of what you do and how you can help. This could spell more referrals from them in the future.

Secondly, once someone has liked your page, Facebook will automatically recommend your page to their friends. This means that if a client likes your page, their friends will see that they have liked your page and be able to like it themselves.

Facebook also shows your posts to people who are demographically similar to those who have liked your page. This means that if 50 of your clients have liked your page, Facebook will use its magic to clone those clients and show your posts to people just like them—presumably your ideal future clients.

Finally, Facebook automatically creates an advertising audience for you comprising “people who like your page and their friends.” You can use this audience to grow your network with paid ads in the future.

For these reasons, you’ll want to invite some of your personal Facebook friends to like your page. Which ones? Only people who represent your target demographic or who can refer you business.

Why You Shouldn’t Invite Everyone to Like Your Page

Don’t invite everyone you know to like your page. Why not? It will confuse the algorithm and dilute your demographic data.

Here’s what I mean. Say you live in Chicago but you went to school in Florida and have a lot of friends from college that live down South. Should you invite them? Not if they don’t represent your ideal client and they’re unlikely to refer you business.

This is because the Facebook algorithm heavily depends on showing your page to people similar to those who have liked it, so we don’t want to dilute your audience with people who don’t fit your target demographic.

Additionally, your content is likely to get low engagement from that audience, which can hurt your content in the long run. The more relevant your page audience is, the more valuable your content will be to your audience and the more engagement it will get.

How to Invite Your Facebook Friends to Like Your Business Page

Now that you understand why you should invite people to like your page and exactly who you should invite, here are the steps to invite your friends to like your business page.

First, go to your business Facebook page by searching the business name in the Facebook Search bar (or go to your custom page URL if you know it).

Next, click “Invite your friends to like this Page” in the right column.

Then, in the pop-up window, customize the invitation message you would like your friends to receive. I recommend something like this:

“Hi, I’m inviting you to like my business page so you can see the photos and helpful content we share. Thank you for supporting our firm!”

Finally, select which friends you’d like to invite, then click “Send Invites”!

Your friends will receive a notification that they’ve been invited to like your page. Typically we see 30% to 50% of recipients accept. (If a person’s image has been grayed out, that means you’ve already invited them to like the page and they haven’t responded yet.)

How to Get More Likes

Once you’ve invited appropriate personal friends to like your business page, you’ll want to work to get more relevant likes so your content gets greater exposure. What can you do to get more likes?

Send an Email Asking Clients to Like Your Page

This step is obvious, but most advisors haven’t done it. I recommend sending an email to let your clients know that your business is live on Facebook and asking them to like the page. Share a few recent photos or interesting posts from your page to let them know what they’re missing.

Post Engaging Content and Boost to Your Target Audience

The best way to get people to like your page is to boost content that is interesting or valuable to them. My favorite way to do this on Facebook is with engaging infographics, like this post that got over 1,000 clicks from Facebook the day it was posted.

Share Photos and Tag People

Truly successful Facebook business pages use photos from events and advisors’ personal lives to engage their audience. Facebook is all about photos and videos, so if you’re serious about Facebook, you’ll want to post real photos of you and your team on a regular basis. Tagging your clients and friends will show the posts to their friends.

Promote Your Page With Paid Ads

As mentioned above, you can boost your content to have it appear in the newsfeed of people you target, but to take it a step further, you can promote your page to get more likes. Be ruthless with the audience parameters to make sure you’re only paying for likes from potential clients. Too many irrelevant page likes will throw off the Facebook algorithm and hurt you in the long run.

Ready to Grow Your Business?

Want more helpful Facebook tips for financial advisors? Like our business page on Facebook here! If you have specific marketing questions, reach out to one of our marketing specialists today! In the meantime, be sure you’re subscribed to our newsletter so you get all the latest tips to your inbox!

We’re here to help you grow your business with done-for-you services. We provide ongoing education and proven marketing strategies tailored specifically for financial advisors!

Browse our pricing and services, watch our webinars, and schedule your free marketing consultation today. You can also check out our Monthly Marketing Package.

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