Claire Akin's Blog, page 17

How SEO Can Make or Break Your Marketing (Video)

Are you tired of feeling like a small fish in a big pond when it comes to your business’s online presence? Do you want to stand out from the crowd and attract more of your ideal clients?

Well, good news! Our latest video is here, and it’s all about the power of keywords in search engine optimization (SEO) and how they can help you supercharge your marketing efforts as a financial advisor. 

In this video, you’ll learn about:

Conducting expert keyword researchHow having a niche affects SEOWhy certain keywords work better than others and which ones to targetHow to optimize your content to rank higher in Google search results pages

By harnessing the power of SEO and mastering the art of keywords, you can increase your brand visibility, establish yourself as a trusted authority in your field, and attract a steady stream of potential clients.

Find out more by watching the video below:

To master your SEO and boost your online visibility today, check out our SEO package here.

Video Transcript

0:00 Hi. In this video I would like to demystify the importance of choosing the right keywords for your SEO, and hopefully show you why certain keywords work better than others.

0:11 Well, of course, back it all up. The all-important statistics. Many financial advisors or financial planners want to rank nationally on page 1 in the top spot of Google’s search result pages, which is a great goal.

0:26 Unfortunately, it is nearly impossible to do so as there are a staggering 203,791 financial advisors in the U.S., and another 14,800 RIAs.

0:40 You can even find data that indicates those numbers are even higher. In other words, the competition for those keywords is insanely difficult to outdo.

0:49 However, local SEO is where we can make a difference and potentially help you, our client, get more local customers. The goal of our SEO project is to complete a one-time optimization of your website, which will continue to work for you in the future.

1:04 It is a fundamental-level program in which we pull all the levers that will make an impact now, but will also continue to work for you in the future.

1:12 Our SEO project consists of two main elements: the optimization of your website and the optimization of your Google My Business listing.

1:20 We don’t optimize for Yelp, Google Maps, or Bing, but we focus mainly on Google, as a whopping 92.2% of all search queries are conducted through them.

1:34 Now let’s talk about keywords. In general, we recommend using the following keywords on your website; that means in the copy of your website, as well as on the backend, which includes such things as site titles and meta descriptions.

1:47 Here are some of these keywords: financial advisor, financial planner, retirement planning, and wealth management. Now let me explain briefly why we focus on these keywords.

1:57 When deciding which keywords to use on your website, we need to consider what prospects are actually searching for. For instance, many advisors call themselves wealth planners or wealth advisors.

2:09 Unfortunately, prospects are not searching for those terms nearly as much as they search for the terms financial advisor or financial planners.

2:19 So let me show you for the keyword wealth advisor. The average search volume for one month was 3,600. That is 3,600 searches in the entire U.S.

2:29 That number would be considerably lower if we were to focus on a single city or town. The goal, of course, is to target words that have the highest search volume on average per month.

2:41 Now let’s compare that with the keyword financial advisor. As you can see, there are a whopping 135,000 searches performed per month for that one keyword.

2:52 Similarly, for the term financial planner, on average, 60,500 searches are performed on average monthly. So a successful SEO strategy all depends on targeting that which people are actually looking for.

3:07 Most likely prospects searching for a financial advisor will look for those in their location as well. Our research and experience confirms that it is important to tie these keywords together with your location.

3:20 So the use of the “near me” keyword is no longer having the impact it used to have as Google is now treating “near me” as a proximity indicator rather than a keyword-matching phrase.

3:34 Okay, so this is why we recommend to include the name of your city or town versus the “near me” phrase.

3:41 One last thing, having a niche and focusing in on it is a great SEO strategy. For example, if your business focuses on helping women navigating financially through a divorce situation or widowhood, make sure that it is mentioned on your home page or a subpage or your blog pages as well.

4:02 Or if you specialize in helping Amazon employees in your area get the most out of their retirement benefits, again, make sure this is mentioned in more than one location on your website.

4:13 Now, putting all the aforementioned information together, here are some great phrases to have on your website. For example, as a financial advisor for divorced women in San Diego, California, we specialize in retirement planning and investment management, or this one, as financial advisors in Milwaukee, Wisconsin, and Chicago, Illinois, we specialize in helping our clients with retirement planning, wealth management, and financial planning.

4:43 Okay, so the SEO really seeks to answer the questions: What do people want to know and how are they asking those questions on Google?

4:54 When it comes to a successful SEO strategy, we need to know what our prospects are actually searching for and then provide those answers on our websites and blog posts.

5:06 Therefore, having the correct keywords in the copy and on the back end of your website is critical to the success of your SEO implementation.

5:15 Let us help you make the right choices when it comes to writing a copy for your website and implementing the SEO optimization best suited for your intended audience.

5:26 Thank you so much for your attention, and we look forward to working with you. 

The post How SEO Can Make or Break Your Marketing (Video) appeared first on Indigo Marketing Agency.

Put Your Best Foot Forward: The Power of a Welcome Email Series

Are you a financial advisor looking to take your client communication to the next level? If so, look no further than the power of a well-crafted welcome email series. With the fast-paced world we live in today, it’s more important than ever to make a lasting impression on new clients and prospects from the get-go. A welcome email series provides the perfect opportunity to do just that. 

By introducing yourself, educating clients, setting expectations, increasing engagement, and saving time, a welcome email series can help financial advisors stand out and build long-lasting relationships with their clients. 

So let’s dive in and explore why a welcome email series is a must-have for any financial advisor looking to succeed in today’s competitive landscape.

Benefits

Let’s face it, clients and prospects have a plethora of options to choose from when it comes to financial advisors. So how do you make sure they choose you and stay with you for the long haul? The answer lies in a dynamic welcome email series that not only sets the stage for a solid relationship from the start but also showcases the valuable resources and expertise you have to offer.

By proactively pointing out your unique value proposition and where to access additional resources, you are demonstrating your commitment to client success and differentiating yourself from the competition. In fact, studies have shown that subscribers who receive welcome emails are 33% more engaged with content, resulting in increased client engagement and loyalty.

Leave the days of playing phone tag with new clients and answering tedious procedural questions behind. With a well-crafted welcome email series, financial advisors can make it easy for their clients to work with them while simultaneously saving time. By proactively answering common questions and setting expectations up front, advisors can avoid misunderstandings and provide a seamless experience that leaves clients feeling confident and empowered.

According to GetResponse’s 2022 email marketing benchmarks, welcome emails have an average open rate of 68.59%, more than triple the rate of other types of marketing emails. That’s a stellar track record if you ask us! And the benefits extend far beyond the initial welcome series: clients and prospects who receive a welcome email are less likely to complain about spam or unsubscribe from your content.

Tips for Your Welcome Series

Here are some tips to help you craft a compelling welcome email series:

Subject line: Keep it short and to the point. Avoid click-bait subject lines since a welcome email series should be compelling enough to open on its own. Keep it concise: Avoid overwhelming clients with too much information in one email. Instead, break up your content into smaller, digestible pieces and spread it out over several emails.Provide a clear call to action: Encourage clients to take action and engage with your services by providing a clear and compelling call to action in your emails (e.g., schedule a complimentary consultation, follow you on social media, subscribe to your podcast, watch a particular video).Educate and inform: Use your welcome email series to provide clients with useful information and resources related to your services. This not only helps establish your expertise but also showcases your commitment to client success.Personalize your emails: Address your clients by name and customize your content based on their interests and needs. This helps create a strong connection with your clients and makes them feel valued.Follow up: Use your welcome email series to kick-start a conversation with your readers and invite them to reply back with what topics they are most interested in (educational, firm-related, etc.). These responses can help guide your content calendars.Topic Ideas for Prospects

When it comes to creating a welcome email series for prospects, the goal is to introduce yourself, your services, and your value proposition in a way that captures their attention and encourages them to engage further. Here are some topics to consider when crafting a welcome email series for prospects:

Video introduction: Put a name, face, and personality to your firm with a video intro. This makes you more personable and memorable to prospects.Who you are and how you help: This helps prospects understand exactly what you have to offer and why your services would be a good fit for their needs.Your story: Prospects like to work with advisors they can relate to. Share your story as a way to connect on a meaningful level.Follow you on social media: Even if they are not ready to commit to your services right now, social media is another touch-point to keep your brand relevant and top of mind.Links to your top-rated content: This is another way to stay relevant to prospects and demonstrate your subject matter expertise.Something free: Giving away free resources like worksheets or planning tools is a great way to add value to your services and show prospects you are committed to their success—even if they don’t choose you as an advisor.Topic Ideas for Clients

When crafting a welcome email series for clients, the goal is to set expectations, build trust, and provide ongoing value that keeps them engaged with your services. Here are some topics to consider when creating a welcome email series for clients:

Welcome to the [Firm Name] Family Video: Start by welcoming your new clients and thanking them for choosing your services. Express your appreciation for their trust and confidence in you. Choosing to do this over video can improve user engagement and add personalization.Onboarding: Guide your clients through the onboarding process and explain what they can expect in terms of account setup, paperwork, and communication. Brief tutorials about how to read their first statements or sign up for eDelivery are also great.Process and communication: Explain how you plan to communicate with your clients and how they can reach out to you with questions or concerns. Remind them of your process and when you will conduct reviews.Follow you on social media: Even though they’re already working with you, you should always encourage clients to follow you on social media. This will provide another avenue for clients to engage with you and stay up to date on your latest news and insights.Ready to Build Your Welcome Email Series?

In the ever-changing world of finance where competition is fierce, a well-designed welcome email series can make all the difference in setting your firm apart from the rest. 

If you’re a financial advisor looking to build a strong and loyal client base, don’t underestimate the power of a well-crafted welcome email series. If you have questions about how to get started or what content to include, we would love to hear from you! Click here to schedule a free consultation with one of our experienced marketing strategists today.

The post Put Your Best Foot Forward: The Power of a Welcome Email Series appeared first on Indigo Marketing Agency.

Why Is a Rebrand Important? What Financial Advisors Should Know About Refreshing Their Marketing

If you’ve been with Indigo for a while, you may have noticed our logo update and website refresh. We may have a new look, but we are still offering the same great custom content solutions and personalized marketing strategies. In fact, we have even taken this time to expand our services into branding refreshes, logo designs, and updated website copy. Take a look at our new website for more information!

Like others before us (see: Dunkin, Meta, and Kia), we felt it was time to revamp our logo and messaging to better clarify our vision and values as a company. And this is something we strongly recommend for our clients as well. As financial advisors, it’s important to have a brand that resonates with the ideal clients you’re trying to attract—and sometimes that means a refresh is necessary. Read on to learn more about why a rebrand is important and how to know if it makes sense for you.

What Is a Rebrand?

Rebranding is a common marketing strategy used by businesses to keep their corporate image relevant and front of mind for consumers. Not only does it help to modernize your business, but it can also be used to subtly influence clients and prospective clients about the direction of your company.

A major misconception is that having a “brand” or a consistent look and feel to your business is only necessary for major industry players, but that’s simply not the case. Small businesses, particularly service-based companies (like financial advising), can greatly benefit from a revamped image that clearly communicates your vision, values, and services.

Should You Rebrand?

In the case of independent financial advisors, you may have started your business all on your own, handling all the marketing, branding, and messaging by yourself as you worked to build your book of business. Fast-forward 10-plus years and your brand may no longer resonate with the A+ clients you’re trying to attract. Even for those who are part of a larger firm, you may find your branding becomes stale over time.

A rebrand doesn’t make sense for everyone, but here are some key indicators to assess your current image as a business.

Is Your Brand Memorable?

Most advisors want to get to a place where most, if not all, of their lead generation is organic, either from marketing campaigns or top-tier clients referring other clients like them. But how can you expect organic lead generation if your brand isn’t memorable? What separates you from your competition, and how are you communicating that to your clients and prospects? 

You can post on social media over and over, or send 1,000 email blasts, but if your brand and/or messaging doesn’t resonate, you won’t see results. If this is the case for you, a rebrand may be just what you need to realign your business with the clientele you want to attract.

Is Your Brand Creditable?

Have you struggled to keep your marketing consistent? Have you had several campaign starts and stops, and now your clients don’t really know what to expect from your messaging? Credibility comes in many forms, and you don’t have to be a part of a major scandal to have a brand that lacks credibility. 

The more you can create consistency with your audience (through images, copy, content, and routine), the more creditable your brand will become. If you have struggled to maintain consistency in the past, a rebrand (and personalized marketing strategy!) can help you course-correct.

Does Your Website and/or Logo Look Outdated? 

People want to work with businesses that are well informed and up to date on the latest industry news and best practices. That’s true in any industry, but especially in financial advising since financial tips, techniques, and strategies are always changing. If your website looks like it was created in the years immediately following Y2K, you are sending the wrong message to your clients and prospects. 

A whopping 97% of people do online research before purchasing a product or service, and 75% of consumers judge a business’s credibility based on its web design. You could be inadvertently driving clients away based on your online presence (or lack thereof). In this case, a rebrand can modernize your company and make you more appealing to prospective clients.

Are You Targeting a New Audience?

By now you should know just how important it is to target a specialty and market yourself as a go-to resource for those clients. If you know you want to niche down, and you’ve identified your new audience, but your website, logo, and messaging do not communicate this change, you could be setting yourself up for failure by confusing prospective clients and making your brand less creditable. Choosing to specialize your services is often a great catalyst for rebranding your company as a whole.

Has Your Firm Matured or Changed in a Major Way?

Similar to taking on a specialty, major changes within the firm can act as an impetus for rebranding your image. Has management changed? Have you lost a partner, merged with another company, or fundamentally altered the services you provide? If the answer is “yes” to any of these questions, a rebrand could help you communicate these changes without losing clients.

What Makes a Rebrand Successful?

Rebranding is not without risks. Though clients want to know that you’re modern and up to date, change is also hard to accept. Some clients might wonder why you’ve adopted a new logo and website and if it means their services will be altered in some way. Taking too long to roll out your updates can also confuse clients and create a messy transition. Successful rebrands generally involve three important components:

Introspection: Make sure you’ve put in the time and effort to really think through the vision, values, and messaging you want your new brand to reflect. It should connect with you on a personal level and clearly identify your value proposition. There’s nothing worse than spending the money on a rebrand, only to find that it doesn’t resonate with you, let alone your clients.

Make sure everyone’s on board: If you have additional advisors at your firm, or other employees who will help deliver your new brand messaging, it’s best to make sure they buy into the new brand before rollout. If your employees are providing any customer-facing services, they can have a huge impact on how your new brand is perceived.

Smooth rollout: Arguably the most important step of a rebrand is smoothly rolling out your new logo, website, and marketing assets. Some advisors get tripped up on this step because they roll out the changes in a piecemeal fashion, rather than all at once. This can create confusion among clients and inconsistency in your messaging. The more you can create a decisive rebrand that you only have to address once, the easier it will be for existing clients to get on board.Let Indigo Guide Your Rebrand

Rebranding is an important step to keep your company relevant and competitive in the financial advising space. Many advisors put rebranding off because they don’t know where to start or how to do it successfully. At Indigo Marketing Agency, this is our specialty. We can design websites and logos, and craft custom messaging that clearly communicates your value as an advisor. Talk to one of our marketing strategists to learn more about your rebranding options today. Our team will guide you each step of the way to ensure your rebrand is a success.

The post Why Is a Rebrand Important? What Financial Advisors Should Know About Refreshing Their Marketing appeared first on Indigo Marketing Agency.

Does Your Marketing Plan Need a Second Look? Upgrade Your Strategies and Reach Your Goals!

Do your marketing strategies need a second look?

It’s always a good idea to get a second opinion! Whether it’s for our health, our loved ones, or our career, getting more than one perspective can help us make more informed decisions. Doing research and gathering different opinions can give us more confidence in our choices and can often lead to better results.

Why don’t we treat our marketing strategies the same way?! There are many reasons we avoid getting a second opinion, such as being comfortable with the current strategies, fear of wasting money, not knowing where to start, or simply putting the change off for another day. Or we assume that if we keep doing what we’re doing, it will eventually work… 

The Value of an Additional View

It’s always important to periodically review your marketing strategies to ensure they are successful and help you reach your goals. Receiving a second opinion can be incredibly valuable and beneficial for a variety of reasons. Here are three:

Strengthen Your Strategy: When multiple professionals offer similar advice, it gives you the confidence that you’re on the right track. However, if their advice contradicts each other, each of them can explain why they’re making a certain recommendation and help you better understand your options.Eliminate Doubt: Some strategists can be biased toward certain plans due to how much they are paid. Getting a second opinion can help clear away any doubts you may have about your strategy.Two Heads Are Better Than One: Having two different perspectives on a strategy can help you avoid allocating precious dollars on marketing that just doesn’t work. Additionally, a team approach can help foster creativity.

Overall, it is highly recommended to get a second opinion for your marketing strategies whenever you can. Doing so can help you meet your goals in more ways than one.

What to Look for in a Second Opinion

So now that we are convinced of the benefits of seeking out a second opinion, what questions should you ask when getting additional advice?

What is working for other advisors?What is not working for other advisors?How does my marketing strategy compare to other top advisors?Would you be open to reviewing my metrics?What are your custom recommendations for improving my marketing today?How We Can Help

Marketing in an ever-changing financial services landscape can be complicated and overwhelming. In order to make the best decisions possible, it is important to work with a team experienced in marketing and the financial services industry.

When meeting with us, you can expect to have the opportunity to communicate what has been working (and what hasn’t!) in your marketing. We will then give you unbiased advice based on what we have seen work with other top advisors.

We want to help advisors maximize their marketing dollars and grow their businesses. If you think your marketing plan deserves a second opinion, we would love to meet with you. Plus, if you know an advisor that could use a second opinion, we’d love to hear from them too. Get in touch today to make sure your marketing strategy is helping you stand out from the crowd—not fade into the background.

For weekly marketing tips for financial advisors by video, subscribe to our YouTube channel here: https://www.youtube.com/c/IndigoMarketingAgency.

The post Does Your Marketing Plan Need a Second Look? Upgrade Your Strategies and Reach Your Goals! appeared first on Indigo Marketing Agency.

Marketing Your Specialty As an Advisor: 3 Takeaways From Our Presentation at Heath Walters’ 2023 Innovation Summit

Last month, Indigo’s very own Digital Marketing Consultant, Katie Cress, was asked to speak at the Heath Walters’ Financial Innovation Summit in Tampa, Florida. With over 18 years of sales and marketing experience, Katie was able to share her industry knowledge with financial advisors looking to leverage their marketing and grow their businesses. For those who couldn’t make it to the conference, we thought we’d share Katie’s biggest takeaways here. Read on to learn more about marketing your speciality as an advisor.

1. Identify What Makes Your Firm Different

With over 200,000 financial advisors in the U.S., how are you going to differentiate yourself from the crowd? As much as possible, we encourage financial advisors to identify a specialty and tailor their messaging to that niche. This will help you attract and work with your ideal, right-fit client—and it is the first step in creating an effective and consistent marketing strategy. Not only that but specializing also allows you to charge a premium for your services.

Niching down isn’t the only way to differentiate your firm, though. You can also leverage partnerships and resources as a way to elevate the value you bring to your current clients and attract new clientele that you didn’t resonate with before. For instance, the Heath Walters Institute offers on-demand tax planning and support for financial advisors who want to better serve their high-net-worth clientele. This additional resource (and others like it) can make your firm that much more attractive to your ideal clients when it is properly integrated into your marketing strategy.

2. Create a Radically Relevant Message

A radically relevant message is the core of all great marketing. Pioneered by Referral Coach Bill Cates, a radically relevant message will be “irresistible to the right prospects, compelling them to act, while simultaneously repelling prospects that are not a right fit.” Who could argue with the legendary Bill Cates?

To build your radically relevant message, take a look at the following areas:

Core Mission: What critical benefits do you deliver?Your Client-Centered Why: Why do you go to work every day?Your Ideal Client: Who exactly do you serve, what do they have in common, and where can you find them?The Problem You Solve: What urgent problem do you solve for a specific group?How Do You Solve the Problem?: What is your unique solution?Proof That You Can Solve Their Problems: What is your social proof? Your Points of Distinction: What makes prospects choose you instead of your competitors? 

When you can summarize what makes your firm different and what critical problem you are here to solve, your marketing message becomes crystal clear. The final step is to put it into action.

3. Put Your Message Into Action 

There are many ways to put your radically relevant message into action. First, you’ll want to roll out your message to your current clients and network by making your hard-copy marketing assets, email blasts, and verbal conversations consistent with your core message. 

It’s also important to update your digital marketing assets. Your radically relevant message should be clear throughout your website, LinkedIn, and other social profiles. These are your living resumes, so up-to-date messaging is critical. Any marketing campaigns should align with and reinforce the radically relevant message. 

Lastly, don’t be afraid to work with the industry experts! You know your value and we know marketing. Let Indigo Marketing Agency help you put your message into action.

Is Your Marketing Effective?

Identify what makes you different, create a radically relevant message, and put that message into action. It sounds as easy as 1, 2, 3, but it’s common for advisors to get lost in the weeds. We know that the work you do is critically important for your clients, and Indigo is here to take the marketing piece off your plate. Whether you are looking for guidance on how to create effective messaging, or you would like help managing your ongoing marketing plan, we’re here to help.

Schedule a free strategy call with Katie to learn more about how Indigo can help you leverage the expertise that sets your practice apart!

If you’re interested in having an Indigo marketing strategist speak at your next event, please contact Elizabeth Reider at elizabethe@indigomarketingagency.com for inquiries.

The post Marketing Your Specialty As an Advisor: 3 Takeaways From Our Presentation at Heath Walters’ 2023 Innovation Summit appeared first on Indigo Marketing Agency.

Meet Our Team: Lori’s Story

If you’re a long-time Indigo client, you’ve probably had the privilege of working with Lori Koepke—a talented and experienced Account Manager and a key contributor to our success here at Indigo Marketing Agency. 

When Lori first came to Indigo, she was one of about six employees and the only account manager on the team. Lori says, “Even though Indigo has grown so much, there’s still that closeness and camaraderie between team members that I absolutely love and value in a workplace.” 

The role of an account manager is not just an administrative role, but also one of a coach, a teacher, and a problem-solver. An incredible asset to our team, Lori spends her days working with financial advisors—each with very different needs and processes. Over the years, Lori has grown to love her clients, not only as professional people, but also on a personal level. She’s celebrated with some as they’ve welcomed babies or grandbabies; she’s grieved with them through the loss of loved ones. The partnership has not only improved their marketing efforts, but has been a meaningful part of Lori’s life as well. Seeing how her financial advisor clients passionately serve their clients has made her desire to continually improve her service to her clients as she answers their questions, troubleshoots, and helps them tell their stories.

From a young age, Lori’s father instilled in her the value of finance and managing money well, and those values have grown with her as she is now a wife and mom, and looking toward the future for her own children, planning for their college, and even their future retirement. Please watch this short video to hear from Lori about why she loves collaborating with the Indigo team to better meet clients’ needs and why she’s passionate about serving our financial advisors. 

We are thrilled to have Lori 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. 

For weekly marketing tips for financial advisors by video, subscribe to our YouTube channel here: https://www.youtube.com/c/IndigoMarketingAgency .

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41 Top Influencers for Financial Advisors in 2023

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. With so much going on, it can be challenging to keep track of everything. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out the list below. 1. Bill Cates

If you need help figuring out how to identify the best niche for your firm, Bill Cates is your guy.  He’s a referral coach for top advisors, 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.

We recommend listening to his Top Advisor Podcast to hear some of his insights and recommendations. You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message, he hosted with Indigo founder, Claire Akin.

2. Steve Sanduski

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. Check out his Twitter feed here.

3. Ron Carson

Ron Carson…need we say more? Ron is a household name among financial advisors and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. He’s also a New York Times bestselling author of Avalanche and The Sustainable Edge. You can follow him on Twitter here. 

Ron was also a guest on Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. You can listen to their episode on Preparing to Sell Your Financial Advisory Firm here. 

4. Samantha Russell

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. You can check Sam out on YouTube here. 

5. Michael Kitces

Michael Kitces is another household name among financial advisors who needs no introduction. He’s probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View, and his Twitter—both of which have cult-like followings. 

6. Grace Gong

Grace Gong is the founder and host of Smart Venture Podcast where she interviews top tech companies’ founders, C-level/VP-level leaders, and investors about career development. She has also written two books in which she interviewed some of the smartest minds in business, many of whom have been featured on the Forbes 30 Under 30 list. Learn more about Grace on LinkedIn.

7. Taylor Schulte 

Taylor Schulte is a CFPⓇ professional and founder and CEO of Define Financial. He also hosts the Stay Wealthy Retirement Show, which has been ranked on Forbes Top 10 Retirement Podcasts. Taylor has also been named a Top 10 Financial Advisor by Investopedia for the last four years. You can keep up with Taylor on LinkedIn and Twitter.

8. Lazetta Braxton

Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Together with Rianka R. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. She is an Investopedia Top 10 Financial Advisor since 2019 and a nationally recognized financial expert, with appearances on NBC Nightly News with Lester Holt, Nightly Business Report, and CNBC’s Closing Bell. 

Lazetta is also a member of the CNBC Digital Financial Advisor Council and a contributor on Wealth Management to the WSJ Experts blog.

9. Joshua Brown

Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. He also runs a successful blog, The Reformed Broker, 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.

10. Marguerita Cheng

Marguerita Cheng is the co-founder and CEO of Blue Ocean Global Wealth. With over two decades of experience in the financial services industry, she is passionate about elevating women and individuals from underrepresented communities. In 2022, she was recognized for her efforts with the American College Women Working in Wealth Award. She was also named a Top 10 Financial Advisor by Investopedia.

As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. Learn more​​ about Marguerita on LinkedIn.

11. Peter Lazaroff

Peter Lazaroff is the Chief Investment Officer at Plancorp, which currently manages over $5.5 billion in client assets. He was named a top 10 advisor on Investopedia’s 100 list for two years in a row. He is passionate about educating people about investing and financial planning and has been featured in The Wall Street Journal, Forbes, CNBC, and The New York Times. He published his first book, Making Money Simple, in 2019. Connect with Peter on LinkedIn to learn more.

12. Ellen Rogin

Ellen Rogin is a CFP® professional and CFA who has made it her mission to educate, counsel, and guide people in growing their prosperity. She is a bestselling author, speaker, TEDx presenter, and thought leader with a podcast called Horsemouth Advisor Radio. Learn more about Ellen here.

13. Maribeth Kuzmeski

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 PhD in business administration. Connect with Maribeth on LinkedIn.

14. Matt Reiner

Matt Reiner is a CFA, CFPⓇ professional, and partner at Capital Investment Advisors and Wela Strategies. After decades in the financial services industry, Matt founded Benjamin, an AI fintech company that serves the financial advisor industry. 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 Twitter for more of his insights. 

15. Jeff Rose

​​Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. Guess what? He did it. In 2018, a company even offered to pay him $10 million for his website. His YouTube channel, equally entertaining and inspirational, has 374,000 subscribers and counting. Check out Jeff at Good Financial Cents and Wealth Hacker Labs to gain momentum for your own financial advisor blog. 

16. Dave Ramsey

Dave Ramsey is known for helping thousands of families get out of debt and achieve financial freedom. The author of seven national bestsellers, he does an excellent job of breaking complex topics down into plain language. So check out his platform, Ramsey Solutions, if you need some inspiration. 

17. Rachel Cruze

Rachel Cruz is 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.

18. Jim Marous

Jim Marous is a speaker, publisher, and one of the most influential people in banking. He advised the White House on banking policy and has been named one of the Top 5 Fintech Influencers to Follow. His podcast, Banking Transformed, is one of the top 10 banking podcasts available today. 

19. Dasarte Yarnway 

Dasarte Yarnway is the founder of Yarnway Wealth Management and Head of Community at Altruist. He has been honored as an Investopedia Top 10 Advisor for the past three years. Dasarte recently launched the Onyx Advisor Network, which helps underrepresented advisors start to scale and sustain their practices. Desarte is a financial thought leader with a weekly podcast, The Young Money Podcast, three books, and weekly blog. Connect with him here.

20. Colin Williams

Colin Williams is an Australian-based consultant who’s passionate about using data to help wealth and financial planning firms grow strategically. Follow him on Twitter or check out his website, Wealth Data, for more information.

21. Aaron Klein

Aaron Klein is the co-founder and CEO of Riskalyze—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.

22. Bola Sokunbi

If you’re a financial advisor for women, Bola Sokunbi is an excellent person to follow in our industry. 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 blog, a YouTube channel, books, free courses, and more to inspire you to make deeper connections with your female clientele.

23. Matt Holloran

Matt Holloran 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. Keep up with Matt on Twitter to learn more.

24. Douglas Boneparth

Douglas Boneparth is a New York-based CFP® professional and the president of Bone Fide Wealth, a wealth management firm that provides effective and relatable advice to New York’s hardest-working Millennials. He was named a Top Most Influential Financial Advisor by Investopedia four years in a row and sits on the CNBC Advisor Council. 

He’s also the author of The Millennial Money Fix, which teaches young professionals everything they need to know about budgeting, college debt, and finding financial freedom. Follow him on Twitter to see what he’s up to next. 

25. Lawrence Sprung 

Lawrence (Larry) Sprung is a CFP® professional and founder and wealth advisor of Mitlin Financial. He was named a Top 10 Advisor on Investopedia’s 100 list. With over two decades of industry experience, Larry leads many of the education programs at Mitlin, including the Mitlin Minute blog and Mitlin Money Mindset podcast. Larry is also passionate about raising awareness around mental health and spent more than 12 years on the National Board of the American Foundation for Suicide Prevention (AFSP). Learn more about Larry here.

26. Tony Vidler

Tony Vidler is best known as “The Advisor to Advisors.” As a New Zealand-based speaker, business advisor, and sales training coach, he spends most of his days helping advisors build better businesses. You can check out Tony’s website to learn more about him and what he does.

27. Mary Beth Storjohann 

Mary Beth Storjohann is an author, speaker, financial advisor, and co-CEO of Abacus Wealth Partners. She has been recognized on the Investopedia 100 list since 2020. Mary Beth is also the founder of the financial education site and podcast Workable Wealth, 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 Twitter.

28. Ilyce Glink

Do a lot of your clients have questions about real estate or home buying? If so, you may want to follow Ilyce Glink of ThinkGlink. She’s a real estate and financial wellness expert, and the author of 100 Questions Every First-Time Home Buyer Should Ask. 

29. Delyanne Barros 

Delyanne Barros is a nationally recognized money expert, podcast host, and millionaire Latina who is passionate about changing the conversation around how to build wealth. She used to believe it came only through hard work, sacrifice, and struggle—until she realized that investing is the key to wealth. She’s on a mission to spread the message through her Slay the Stock Market investing course. Learn more about Delyanne on LinkedIn and Twitter.

30. Dana Wilson 

Dana Wilson is the founder & CEO of CHIP (Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx financial professionals. With over 15 years of experience in the financial services industry, she has received multiple awards for her work in diversity, equity, and inclusion. Follow Dana on LinkedIn to learn more.

31. Bob Reynolds

Robert “Bob” Reynolds was the Vice Chairman and COO of Fidelity Investments for over 23 years! Today, he serves as the President and CEO of Putnam Investments He’s a pioneer in the financial services space and has had a direct hand in shaping America’s retirement saving system. You can follow Bob on LinkedIn or Twitter to see what he’s up to next.

32. Brittney Castro

Brittney Castro is a force to be reckoned with. She is a CFP® professional, leading speaker, host, and brand ambassador who spends most of her days promoting financial literacy via media interviews, YouTube videos, TV experiences, and more. Brittney 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 the fabulous Brittney Castro on her website. 

33. Larry Fink

Larry Fink is the Chairman and CEO of BlackRock, which he co-founded in 1988 and helped grow it into a global leader in investment and technology. Barron’s has named him one of the World’s Best CEOs for 15 consecutive years and Fortune has named him one of the World’s 50 Greatest Leaders. He has almost 1 million followers on LinkedIn. 

34. Steve Gresham

Steve Gresham is the CEO of The Execution Project, a consulting firm that helps financial companies rethink “retirement” and get better results. He’s worked with more than 50 financial services companies, including Fidelity Investments, Merrill Lynch, Charles Schwab, and is an incredible person to follow if you’re looking to rethink retirement and grow your revenue as a financial advisor.

35. Joseph Coughlin

Joseph Coughlin, PhD, is Director of the Massachusetts Institute of Technology AgeLab. He conducts research on the impact of global demographic change and technology trends on consumer behavior and business strategy and advises a wide variety of global firms in financial services. In his book, The Longevity Economy, Joseph offers insights into how business leaders can better serve the older market. He is also a senior contributor to Forbes, MarketWatch, and The Wall Street Journal.

36. Rose Han

Rose Han is a former Wall Street trader turned financial educator. She teaches people how to “get good with money” through her investing courses and wildly popular YouTube channel, which has over 1 million views and counting. Rose’s website is BEAUTIFULLY constructed, so we encourage you to check it out if you need some design inspiration.

37. Tom Henschel

Tom Henschel is a business coach and host of the popular podcast, The Look and Sound of Leadership. If you’re looking for thoughts on corporate leadership and team building, Tom’s your guy. He also used to be an actor, so don’t be surprised if you see him in episodes of Matlock or Barney Miller. 

38. Christine Benz

Christine Benz is the Director of Personal Financial and Retirement Planning at Morningstar and she also co-hosts The Long View podcast with Jeff Ptak. Together they interview influential financial leaders about investing, advice, and personal finance. Christine is also the author of 30-Minute Money Solutions and regularly writes for Morningstar. 

39. Michael Stelzner

Michael Stelzner is the founder of Social Media Examiner, a marketing consulting firm that helps businesses and marketers learn how to best use social media and connect with customers. He is an author, podcast host, and founder of the Social Media Marketing Society. If you’re looking to take your social media presence to the next level in 2023, Michael is a great person to follow!

40. Zach Conway

Zach Conway is the Managing Director of Conway Wealth and founder of Seeds, a company on a mission to better align clients’ personal values with their investments. Seeds was founded by financial advisors, for financial advisors, as a way to deliver more to their clients. To learn more about Zach, connect with him on LinkedIn.

41. Dr. Preston Cherry

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. He is a speaker, author, and podcast host who has been published in The Wall Street Journal, The New York Magazine, The Cut, and more. Follow Dr. Cherry on LinkedIn and Twitter to see what he’s up to!

That’s a Wrap on Our 41 Top Influencers!

There’s a lot of technical aspects that go into marketing today—from setting up your website, social media, and email marketing to writing, content creation, and knowing your message. If you want to be known as an industry expert like one of these featured financial influencers but don’t have the time to work on your digital presence all by yourself, consider outsourcing your marketing to a firm like ours that specializes in financial advisor marketing.

Schedule your free strategy call now and we’ll take a deep dive into your current marketing to figure out what’s working and what’s not. It’s totally free and is a great next step to get a custom approach to your own marketing.

Which of these top influencers for financial advisors will you follow first? Are there any we left off the list that you’d recommend? Email us and let us know! 

The post 41 Top Influencers for Financial Advisors in 2023 appeared first on Indigo Marketing Agency.

3 Tips on How to Boost Your Marketing in 2023 (Video)

Are you ready for a successful 2023? Does your marketing strategy align with your goals for the new year? Indigo Marketing Agency specializes in helping financial advisors like you with their marketing, growth, and communication strategy. Let’s talk about your upcoming goals for 2023 and what you should be doing from a marketing perspective to help you make them a reality.

Our 3 tips for boosting your marketing in 2023:

1. Be the Light 

With all the noise from the news and social media, it can be confusing to understand where things are headed. Take advantage of the opportunity to be an inspiring and trusted voice to help your clients sort through the information they receive. Be the light to help guide them and their thinking—and to also attract A-level clients with a similar mindset.

2. Stay Top of Mind 

To engage with your audience and stay top of mind, we recommend implementing the following:

12-Month Content CalendarProduce Blogs or VideosEmail Your List MonthlyPost on Social WeeklyBuild Trust

Through cohesive and consistent messaging, be the authentic voice your clients want to hear. Your unique relationship puts you in the best position to help guide them to financial success.

3. Track Your Metrics 

Do you know how many people are visiting your website or viewing your social posts or Google My Business page? To understand your business’s growth, we recommend tracking the following metrics:

ImpressionsWebsite visitsPhone callsForm submissionsEmail list growth

Take advantage of your distribution channels to send your unique content to clients in order to build a relationship over time.

Boost Your 2023 Marketing Now!

Our number-one goal at Indigo Marketing Agency is to create highly personal marketing

with done-for-you custom content that takes financial advisors’ digital marketing to the next level. We can help you get your marketing on track for a successful 2023 and beyond. Schedule your free marketing strategy call with our team here, and let’s get started!

For even more valuable information on growing your business in any climate, check out The All-Weather Marketing Plan for Financial Advisors Webinar. In this webinar you’ll learn how to pick your niche, communicate effectively, how to pick a value proposition that resonates with your ideal clients, and more. Join us today!

The post 3 Tips on How to Boost Your Marketing in 2023 (Video) appeared first on Indigo Marketing Agency.

Markets Down? Crank UP Your Marketing.

Continuing market volatility and recession fears means that just about everyone is looking for ways to cut expenses down to the bare minimum. Financial advisors are far from the exception. But if you’re an independent financial advisor, cutting back on your marketing efforts will have the opposite desired effect. Your clients and prospects need your expertise now more than ever. So don’t shy away from maximizing the opportunity a down market can bring to shine a light on how you can help.  

If you need a little more convincing, let’s dig a little deeper. 

Why Does Downturn Marketing Matter More?1. Your clients need reassurance.

You know your clients extremely well (maybe even better than some family members!). And you know that they’re probably no longer as reassured by the message “It’s about time in the market, not timing the market” and being pointed back to 2008. Something about our current volatile economic climate feels different. So what do they need from you? 

Personalized reassurance: Put your expertise and knowledge on full display to show them tangible steps tailored to their specific fears. It might be as simple as a phone call or in-person meeting, or it could mean coming up with a whole new strategy. But as their partner on their financial journey, your clients know they can trust you to be there for them.Regular reassurance: Yes, you’ve already communicated countless times about how to prepare for a bear market, but clients often forget these conversations. Consistent and timely marketing messages will be your best friend in times like these. When a blog or video post can address a variety of concerns, you’re likely saving yourself from innumerable one-on-one phone calls. Tips to Keep Clients CalmFocus more on identifying and addressing clients’ specific needs rather than past performance. Those numbers and charts can be a blur for many clients who are just thinking, “I don’t want to run out of money.”Apply the facts to their exact situation (to their numbers), and use real-life scenarios they can relate to.Explain how you’re watching over their money to ease their worries.Understand your clients’ motivation and offer guidance on how to spend money.2. Your prospects may be looking for a new financial advisor.

When you’re not satisfied with a certain product or provider, you’ve got your ear to the ground, ready for something better. If your prospects are experiencing dissatisfaction with their current financial advisor, a market downturn could be the straw that breaks the camel’s back, inciting them to look elsewhere for help. 

But how can these prospects find you if you’re not present online? When someone types “financial advisor” into Google, does your firm show up? SEO, or search engine optimization, is an umbrella of best practices designed to make your business rank higher in search results and look better when your business does appear. The results are more traffic generated to your website from the most relevant search terms. If your marketing strategy isn’t consistent and doesn’t maximize factors such as SEO, it reduces the likelihood of prospects landing on your website. 

Tip: Ask prospects, “How is your current advisor lacking in assisting you?”

3. Consumers often shift spending to essentials during a downturn.

Volatile economic times often cause consumers to decrease their discretionary spending and focus on essential goods and services. Although some may consider financial guidance as a nonessential service, according to a CFP Board recent study, 65% of adults working with a financial advisor feel more prepared now than they did in 2008 for a potential recession. 

Market downturns present an opportunity for financial advisors to demonstrate how the value they provide is truly essential. A cohesive and consistent marketing strategy can position you as an authority in your industry and effectively convey your value proposition to clients or prospects who may be uncertain of the value a financial advisor can add.

4. DIY investors decide it’s time to enlist the help of a professional. 

You know the importance and value of enlisting the help of a specialist when a need arises, yet many still try to wing it on their own. The Do-It-Yourself (DIY) investors who are comfortable managing their own money in bull markets find themselves in over their heads in bear markets and reaching out for the help of a professional. 

Take advantage of this marketing opportunity. These individuals won’t want to entrust their financial issues and concerns to just anyone. Make sure your marketing highlights your knowledge and experience and how you’re the perfect partner for someone like them.

5. Clients are putting their financial plan (and their financial planner) to the test. 

The proof is in the pudding. Seeing their plan in action will lead your clients to have greater trust in you as their advisor and in their plan. If together you can weather this economic storm, there will be greater confidence moving forward. And for prospects who find their plan (and their advisor) to be lacking, you’ve got a prime opportunity to provide a better alternative. 

This is where your specialization can shine, setting you apart from the crowd. Let your clients know that this is why you approach their finances individually and push goals-based planning that can weather market fluctuations. 

Invest in Your Marketing for Long-Term Growth

There is a common misconception that bad markets mean it’s a bad time for business—but that couldn’t be further from the truth! It’s like you’re always telling your clients: Stay the course when times get tough. This is true for financial plans, and it’s also true for your marketing. An all-weather marketing plan can help you stay competitive even in tough times and connect with more of the A+ clients you want to work with.

You know that when your clients invest in your services, they’re investing in their future. There’s no denying that your marketing is an investment, but it’s an investment in the future of your business. You are your clients’ trusted resource in good times and bad; let Indigo Marketing Agency be that for you when it comes to your digital marketing. 

We are here to simplify and demystify your marketing efforts so you can grow your business no matter the economic climate. Let us do the heavy lifting while you do what you do best: Do you have something specific you want to say about how you watch over your clients’ money? We can focus your messaging to address your clients’ specific needs and fears.

Get in touch today to make sure your marketing strategy is helping you stand out from the crowd—not fade into the background.

The post Markets Down? Crank UP Your Marketing. appeared first on Indigo Marketing Agency.

Podcast: The Importance of Marketing With Indigo Marketing Agency

On his podcast Bridging The Gap, host Matt Reiner recently welcomed our founder, Claire Akin, to dig into the basics of embracing a speciality and the importance of marketing “you” as a person and not necessarily “you” as a brand or company—just to scratch the surface!

This is a must-listen for any advisor wondering how to grow their business more naturally and in a way that benefits everyone.

Let’s break down some of the main takeaways from this engaging interview.

Be a Go-To Specialist

Hands down, Claire points out that the most reliable way to help financial advisors share their true value with prospects is to embrace a specialty.

She advises all independent advisors to answer the following questions:

What is the one urgent problem you help clients solve? What is the biggest emotional benefit your clients walk away with? Why do they choose to work with you?What do you want to be known for? 

The bottom line? You have to specialize in knowing what’s most valuable to your audience—and fulfilling that need. Focusing your marketing will resonate with your ideal prospects and allow your A+ process and service for that specific niche to shine. 

Focus On What Clients Care About

It’s interesting that independent financial advisors often say that growth is their biggest hurdle. There are so many people out there who need help, growing our client base shouldn’t be such a challenge—yet it is.

Perhaps advisors are struggling to connect with their prospects because they’re focusing on aspects they care a lot about—but that don’t particularly align with what their prospects truly care about. It’s about instilling the confidence that you’re going to help them have a better life, not particularly what you’re investing.

So, the question becomes: How can advisors better share the value they provide? The key is to balance what advisors want to write about versus what clients want to read about to meet in the middle. Once you determine who you want to help, you can do what you love and grow your business more naturally. Share stories of the value you provide. You may not be saving lives like doctors, but you are saving financial futures; and what prospect doesn’t want that?

Implement the Digital Marketing Essentials

What are the marketing essentials for advisors to be effective? Claire says to keep it simple:

WebsiteContent management systemCustomer relationship management system (CRM)Email marketing at least every monthSocial media channelsData aggregator to review metrics from all channels 

Keep in mind, marketing for financial advisors is a long-term process. Generating more traffic to a website and social media channels, and adding contacts to an email list…no marketing strategies will work quickly, and people choose an advisor based on relationship and trust—which takes time!

If you’re struggling to know what to focus on, Indigo has developed a helpful marketing checklist of items to always be thinking about, based on working with thousands of advisors. 

Get Personal (and Memorable)

The reality is that people want to be influenced by people, not by a company or brand. Some people market the firms, rather than marketing their people. Producing content by a person, rather than a brand, goes a long way in connecting to your audience on a personal level. 

Relationships take time to build, especially when it cannot be face to face. And a key to building relationships with your audience is becoming memorable. When Claire founded Indigo, she decided to always wear blue. Can you develop something memorable (and keep it consistent)? Weaving your brand throughout your messaging will leave a lasting impression on your prospects and better keep you top of mind.

Publish Strategic Content

It can be daunting to put out custom content every month. Ask yourself: What am I the expert in? You want to be the go-to resource that friends and family can identify you by in one sentence. (Why to blog and what to blog about?)

You want your value proposition to be clear, and build your marketing calendar around that. As mentioned above, it’s personal—people want to know who you are, so share it in a compelling and memorable way.

Examples of popular posts that perform well and make you memorable:

“Why I Became an Advisor” (People want to know your story!)“How We Help” (This is where you focus on that one urgent problem you solve.)“One Thing I Teach My Kids About Money”“The Biggest Mistakes I See Physicians Make”“You Know the Benefits of Working with a Financial Advisor. Do Your Friends & Family?” (Ask for referrals! Your network doesn’t necessarily know you’re not too busy to take on new clients. Tell them on a regular basis so they don’t forget.) 

Want more ideas? 

5 Blog Post Topics Every Financial Advisor Should Have on Their Site (Video)A Real-Life Example of a GREAT Financial Advisor Post

Your strategies will depend on your audience. For example, if your ideal prospects are nurses, you might want to keep your content shorter, like a checklist. We’ve found that 600 words is the sweet spot.

How Does Indigo Help?

Speaking of go-to specialists, that’s exactly what Indigo Marketing Agency is for independent financial advisors. We create custom marketing to fit an advisor’s firm and tell their story. 

In today’s digital age, your website is the lifeblood of your business. Indigo builds custom websites for independent financial advisors (with no monthly fees or contracts). Once you’ve determined your ideal clients, it’s much easier to help them land on your site.

Indigo’s Testimonial Program helps put the all-powerful word of mouth to work for you. Wondering about marketing regulations when it comes to case studies? The testimonials are not discussing specific results or individual strategies, they’re telling personal stories of the process they went through, sharing how you partner with people on their journey.

Curious to hear directly from independent financial advisors like you about their experience partnering with Indigo? Check out these client success stories.

Get Started on Your Marketing Strategy Today!

Are you ready for a tangible next step to implement right now? Consider taking Indigo’s Narrow Your Niche Challenge to answer those crucial questions to discover your ideal prospects: Who are your favorite clients? Why do you love working with them? 

Also check out Indigo’s most-requested webinar, How to Create Your 2022 Marketing Plan & Grow Your AUM by 25% This Year. 

Ready to get started on taking your digital marketing to the next level? Schedule a call with Indigo’s marketing team now.  

To hear the full interview, click here .

The post Podcast: The Importance of Marketing With Indigo Marketing Agency appeared first on Indigo Marketing Agency.