Claire Akin's Blog, page 2

SEO for Financial Advisors: How to Track SEO Success

SEO for Financial Advisors: How to Track SEO Success

SEO for financial advisors is a key piece of a marketing strategy, optimizing your website and content getting your website in front of potential clients. You’ve done the keyword research, you’re posting the content, and now you are just waiting to see how that translates into your business. SEO is a long-term strategy, taking time and a little patience to pay off—but how do you know if all your effort is actually working for you?

Monitoring metrics can give you insight on the effectiveness of your marketing strategies and the changes you’re making to your content. These metrics are also called key performance indicators or KPIs. KPIs are quantifiable measurements like the number of people who visit your website or where your website ranks on Google for specific keyword phrases. 

Tools to Use

While there are paid SEO tools and dashboards, Google provides free comprehensive SEO tools for you to track your valuable website data. Let’s look at what each tool does and how it can help you track your SEO success. 

Google Search Console

Google Search Console focuses on how your website ranks on Google search results. It focuses on how Google reads your site, which can be helpful in detecting any issues that could be potentially hurting your visibility. Here’s what information you can gather from Google Search Console.

SEO for Financial Advisors: Key MetricsClicks: Clicks represent the number of times someone selects your website from Google’s search results. This is a direct measure of how many users are visiting your site through organic search.Impressions: An impression is counted each time a page from your site appears in someone’s search results, whether they click it or not. Search terms: These are the actual keywords and phrases users typed into Google that resulted in your pages appearing in search results. Click-through rates (CTR): This is the percentage of users who clicked on your site after seeing it in search results. Average search position: This shows the typical ranking of your website for specific searches. It can be a little confusing because for this metric a lower number actually means a higher-ranking position on Google. Mobile user issues: This metric refers to any problems users experience with your website design when accessing your site on a mobile device—like text that’s too small or clickable elements that are too close together. Google Analytics 

Google Analytics is the sister to Google Search Console, but it’s focused on user behavior in relation to your website traffic. It provides more detailed information on user engagement and emerging patterns. Here are the metrics you can get from Google Analytics.

Key MetricsEngaged sessions and engagement time: An engaged session means a visitor stays on your site for at least 10 seconds, views multiple pages, or completes an action. Engagement time shows how long they’re actively interacting with your website. Event tracking and conversions: Events track actions like clicks, form submissions, or video plays. Conversions are important goals completed, like making a purchase or signing up for a newsletter. User acquisition channels: These show how people find your site, whether through Google, social media, email, or direct visits. Real-time user activity: This shows what’s happening on your site in the current moment. It shows how many users are on your site, where they came from, and what they’re doing. Why Is Tracking SEO for Financial Advisors Important?

Watching these numbers change in the right direction is a positive sign that SEO is working. But over time, you can get more than just positive reinforcement for your marketing strategies—you can get valuable customer insight. You will learn which keywords are bringing in the most visitors, which web pages they stay on the longest, and how many users click away after only looking at one page. You can harness this information to make future changes, fine-tuning your website and content to reach your target clients. 

SEO for Financial Advisors Made Easy

If SEO feels overwhelming or you’re not seeing the results you’d hoped for with your current strategy, you’re not alone. SEO for financial advisors requires a tailored approach, which is what sets us at Indigo apart. We work exclusively with financial advisors. If you’re ready to get more from your SEO strategy, reach out today for a free consultation with one of our marketing specialists.

 

Schedule Your Free Marketing Strategy Call Today Let’s find out what’s working—and what’s not—when it comes to your marketing. Get Started 90%

New website visitors vs. returning visitors

Read Case Study 50%

Increase in email click-through rate

Read Case Study 44%

Increase in website traffic

Read Case Study 21%

Website traffic from organic sources

Read Case Study 73%

Website traffic from organic sources

Read Case Study 20%

Website traffic from personal blog content

Read Case Study FAQs: SEO for Financial Advisors What is SEO for financial advisors, and why does it matter?

SEO for financial advisors is the process of optimizing your website and online content so you appear in search engine results when potential clients look for financial advice. It matters because showing up on the first page of Google can dramatically increase your visibility, credibility, and lead generation—without paying for ads.

How long does SEO for financial advisors take to show results?

SEO for financial advisors is a long-term strategy. While some improvements can be seen in a few months, it often takes 6 to 12 months to see significant movement in rankings and traffic. Consistency in publishing high-quality content and optimizing your site is key to success.

What are the best tools to track SEO for financial advisors?

Google Search Console and Google Analytics are two essential tools for tracking SEO for financial advisors. They show how people find your site, what keywords they’re using, and how they engage with your content. Paid tools like SEMrush or Ahrefs can offer deeper insights for more advanced tracking.

Can SEO for financial advisors really bring in qualified leads?

Yes—when done right, SEO for financial advisors attracts people who are actively searching for the services you offer. By targeting specific keywords related to your niche and location, you can draw in prospects who are more likely to convert into clients.

What are common mistakes to avoid with SEO for financial advisors?

Some common SEO mistakes include targeting the wrong keywords, ignoring local SEO, not optimizing for mobile, and failing to measure results. Another big one is publishing generic content instead of addressing the real concerns of your ideal client. SEO for financial advisors works best when it’s specific, strategic, and measured.

The post SEO for Financial Advisors: How to Track SEO Success appeared first on Indigo Marketing Agency.

1 Critical Mistake in Funnels for Financial Advisors That’s Costing You Clients

1 Critical Mistake in Funnels for Financial Advisors That’s Costing You Clients

When it comes to building effective funnels for financial advisors, there’s one lead magnet mistake that kills conversions.

Let me ask you this: what happens when somebody downloads your guide on your website or social media?

If your response is “Well, they get the PDF,” then you’re making the number-one marketing mistake we see financial advisors making with their lead magnets.

The truth is, marketing for financial advisors isn’t just a matter of collecting emails. It’s most important to build relationships that convert prospects into clients. Your lead magnet isn’t the end of the conversation; it’s the beginning of a strategic nurturing process that can transform your business.

Why Most Financial Advisors Fail at Follow-Up

Here’s what typically happens: an advisor gets an internal notification that “John Johnson downloaded your guide” or “clicked on your ad.” But then what? Are you following up with them in a timely manner? Do your emails make sense and build toward a meaningful outcome?

Most advisors stop right here. They get that internal notification and assume their job is done. This is where marketing automation becomes crucial for financial advisors; it’s the difference between a one-time download and a new client relationship.

The Power of Automated Email Sequences in Funnels for Financial Advisors

The simple fix is building out a full funnel with marketing automation that works around the clock for financial advisors. Rather than just getting an internal notification, your prospects should enter an automated sequence that’s custom and in your voice.

Think less “newsletter-y” and more conversational. You want to ensure they’re getting to know you and how you can specifically help them. This is where you use trust language that resonates with them for that emotional connection, so they say, “Hey, that’s me. I want to work with them.”

A Real-World Example: DEI Investment Advisor Success

Let me walk you through the exact steps we built out for a financial advisor who specializes in working in the DEI investment space. When prospects submit a Facebook lead form, they’re automatically added into a custom workflow that our team created.

Email 1: The Foundation

The first email is simple: a thank-you for requesting the guide and setting expectations for what’s next. But here’s where marketing automation for financial advisors gets strategic.

Email 2: Getting Specific

The second email focuses on “How our firm helps investors like you align their investments with their values.” Notice how specific this is; it’s not general financial advice. We clearly state who we serve and how we help, with key services listed out.

We also include that emotional standpoint where people can say, “That’s me. I want a stable retirement with investments that grow in a meaningful way.” This specificity is crucial for folks interested in DEI investing.

Read: The Ultimate Guide to Email Marketing for Financial Advisors

Email 3: Deepening the Emotional Connection

The third email tackles “The real impact of investing without knowing what’s in your portfolio.” This doubles down on the emotion by highlighting things they might not realize they have in their portfolio: companies with polluting practices, unfair labor practices, or poor social responsibility scores.

We explain why this matters for their retirement planning and how they should think about portfolio alignment moving forward. This continues the emotional pull while including a real call to action.

Email 4: Introducing the Advisor

“Meet the advisor who helps investors like you align their money with their values.” See how these emails aren’t salesy? We didn’t start emails 1 and 2 saying “Book a call, book a call, this is why you want to work with me.”

Instead, we first established the value they’ll get from working with this advisor and explained why he does this work. We highlight that many investors unknowingly support companies that don’t align with their values—a huge differentiator for his ideal clients.

Email 5: The Strategic Call to Action

The final email focuses on “Aligning your investments with your values starts with one step.” This is where marketing automation for financial advisors pays off. We offer three clear next steps:

Take the values discovery questionnaire to identify what matters most.Request a portfolio alignment check for a clear picture of current investments.Schedule a free consultation to review the portfolio and discuss the best path forward. Why This Approach Works

This advisor has a high conversion rate because we took the time to customize the sequence for his ideal audience. The emails sound like him—not like generic content from a marketing agency. They don’t sound like spam because they’re authentically his voice and personality.

Your marketing needs to sound like you. It needs to reflect the specific ways you’re going to improve whatever their current need is as a financial advisor, whether it’s long-term financial goals or short-term planning needs.

The Long-Term Conversion Strategy

Sometimes prospects don’t book right away, and that’s normal. When you’re taking them through a proper nurturing sequence with marketing automation for financial advisors, you’re going to see a lot more booked calls as a result.

This system works because it converts prospects and takes them through a pipeline from awareness (when they first clicked that ad or downloaded the guide) to actually booking a meeting with you. It’s a rinse-and-repeat system that works over time on your behalf.

Transform Your Lead Generation Today

The key to successful marketing is understanding that it’s not about the technology – it’s about building genuine relationships at scale. When you combine personalized messaging with strategic timing and clear calls-to-action, you create a system that consistently converts prospects into clients.

Learn more about our Total Marketing Package for help with building out your full client-winning sales funnel.Or, get a complimentary and personalized strategy by booking a free call today.

Schedule Your Free Marketing Strategy Call Today Let’s find out what’s working—and what’s not—when it comes to your marketing. Get Started 90%

New website visitors vs. returning visitors

Read Case Study 50%

Increase in email click-through rate

Read Case Study 44%

Increase in website traffic

Read Case Study 21%

Website traffic from organic sources

Read Case Study 73%

Website traffic from organic sources

Read Case Study 20%

Website traffic from personal blog content

Read Case Study FAQs What's the biggest mistake advisors make with lead magnets?

Thinking the lead magnet is the end goal rather than the beginning of a relationship-building conversation. This mistake often leads to incomplete funnels for financial advisors that don’t properly nurture prospects toward becoming clients.

How many emails should be in an automated sequence?

We typically recommend 4-5 emails spaced strategically over time to build trust and guide prospects toward booking a consultation. These emails form a critical part of effective funnels for financial advisors.

Should automated emails sound formal or conversational?

Always conversational and in your authentic voice; prospects need to feel like they’re getting to know the real you, not reading generic marketing content. Conversational tone makes funnels for financial advisors much more effective.

How long should I wait between automated emails?

We build in strategic waiting periods, typically 2-3 days between emails, to avoid overwhelming prospects while maintaining consistent touchpoints.

Can marketing automation work for specialized financial advisor niches?

Absolutely. The key is customizing your messaging to speak directly to your ideal client’s specific needs and emotional triggers, just like our DEI investment example. Tailoring funnels for financial advisors to each niche is what drives higher conversions.

The post 1 Critical Mistake in Funnels for Financial Advisors That’s Costing You Clients appeared first on Indigo Marketing Agency.

Website Design for Financial Advisors: The 5-Second Homepage Rule

Website Design for Financial Advisors: The 5-Second Homepage Rule

Most website design for financial advisors is okay. But when I ask an advisor, “Do your prospects book a call based on your homepage?” the answer is usually “No” or “I don’t know.”

The thing is, you need to start thinking about your website beyond branding and as a decision-making tool to get more booked calls. The reality is you have five seconds to get somebody to say yes. 

Not 20 seconds. Five!

The 5-Second Homepage Test That Changes Everything

Effective website design for financial advisors starts with passing the five-second test. A visitor should be able to land on your homepage and immediately understand:

Who you serveWhat specific problem you solveHow you’re different from other advisorsWhat action they should take next

This isn’t a matter of flashy design or fancy animations. It’s a matter of delivering crystal-clear messaging that connects with your ideal client’s specific pain points.

The most successful advisor websites focus on clarity over creativity. They speak directly to their niche market using language their prospects actually use when searching for financial help.

I’m going to walk you through some simple changes you can make on your website design for financial advisors without having to do a full redo of an entire website design. 

It’s important that you see how you can make tweaks today that will have a real impact.

The Problem With Most Website Design for Financial Advisors

What do I see when I look at most financial advisor website homepage designs? 

There’s nothing particularly wrong with them, but when you go to the site, it just shows something generic like “Simplifying the complex financial planning with clarity in Dallas, Texas, as you plan and transition into retirement.”

What does that really mean? 

How are you really helping me? What is the complex? 

You can be a lot more specific.

That’s what we see in this homepage example our team worked on for a financial advisor.

BEFORE

Let me show you what we did to fix this problem.

The After: A Homepage That Actually Converts

We made a few updates to Joe’s website but really kept 95% of his website the same. Some of the things we changed made all the difference in website design for financial advisors.

AFTER

As you can see from the above AFTER image, we updated the hero section with a video where he’s meeting with clients. You’re seeing his face, people he works with, and it has that emotional pull static images just can’t create.

The next thing we updated was his hero section copy, specifically his H1: “Retirement planning focused on reducing your lifetime tax bill.” 

Then the subheadline: “Discover independent fee-only fiduciary tax-focused financial planning tailored for pre-retirees and retirees in Dallas, Texas.”

We’ve already seen a big uptick in his traffic and conversion; you’ll see those numbers below.

What Financial Advisors (You!) Need to Focus On in Website Design

With your H1, you want to really focus on who you serve and the problems you solve for them. Be thinking about the keywords people are searching for because your H1 is going to drive the most traffic to your site.

The next thing: make sure you have at least two to three calls to action on your website. Bonus if you have additional ones that have a guide or something very specific to get them to take action.

Then as you’re going through the site, you want to make a connection. Beyond having just this little video running in the background, we added a “Learn More About My Why” section. 

It’s a very personal video with a family photo.

Focus on Clarity Over Fancy Design

Think less about trying to be overly fancy and flashy with your website design for financial advisors. It’s more about that clarity, the confidence, and the action you’re going to be able to help visitors take.

A big bonus would be adding testimonials to the site if you can get them approved from compliance. But, again, we want to be very targeted about who they’re working with: the pre-retirees and retirees.

The keywords we talked about early on: 

“investment management in Dallas, Texas” “fiduciary financial planning” “retirement planning” 

…these are what’s going to really help with driving up the traffic to your site. 

You should also build individual service pages, but for now we’re just talking about the homepage.

Make the Next Step Clear

Your process should be ready for visitors to take the next step. It should be very clean and easy to move forward. Remember: People should understand within five seconds who you work with and how you help them.

This is what effective website design for financial advisors looks like in practice.

Need Help? Learn about our website design services.

The Results Are Real

The numbers don’t lie. Right after making these simple tweaks, within the first 30 days, Joe saw incredible results.

He had multiple keywords ranking in the top three, nine keywords in the top 10, and 10 total keywords ranking firmly on the first page.

Again, we didn’t redo his entire site. We made these simple updates that can make a huge impact. It’s knowing where to focus your time and energy.

Your Website Design for Financial Advisors Homework 

Tonight, I encourage you to open up your homepage and ask yourself: Can you decide within five seconds who you are and how you help? 

If not, rewrite it.

The most successful website design for financial advisors isn’t focused on having the fanciest graphics or the most complex features. It’s focused on clarity, connection, and making it easy for your ideal clients to say yes.

Get Started: If you need help making these changes or want customized advice on what updates will have the biggest impact on your growth strategy, book a free consultation today.

We would love to help you build a homepage that consistently converts visitors into qualified prospects.

Schedule Your Free Marketing Strategy Call Today Let’s find out what’s working—and what’s not—when it comes to your marketing. Get Started 90%

New website visitors vs. returning visitors

Read Case Study 50%

Increase in email click-through rate

Read Case Study 44%

Increase in website traffic

Read Case Study 21%

Website traffic from organic sources

Read Case Study 73%

Website traffic from organic sources

Read Case Study 20%

Website traffic from personal blog content

Read Case Study FAQs: Website Design for Financial Advisors How long does it take to see results from homepage changes?

Most financial advisors see improvements in traffic and rankings within 30 days of implementing strategic homepage updates.

What's the most important element of website design for financial advisors?

Clarity is king. Visitors must understand who you serve and how you help them within five seconds of landing on your homepage.

Should I include video on my financial advisor homepage?

Yes, personal videos build trust and connection faster than static images, especially when showing you with clients or explaining your process.

How many call-to-action buttons should I have on my homepage?

Include at least 2-3 strategic call-to-action buttons, with bonus points for offering specific lead magnets relevant to your niche.

Can simple homepage tweaks really improve SEO rankings?

Absolutely. Niche-focused messaging with targeted keywords can dramatically improve search rankings without a complete website redesign.

Got more questions? Book a Strategy Session to Ask Away!

The post Website Design for Financial Advisors: The 5-Second Homepage Rule appeared first on Indigo Marketing Agency.

The Real Reason Website Designs for Financial Advisors Don’t Get Leads

The Real Reason Website Designs for Financial Advisors Don’t Get Leads

There’s a lot of really good website designs for financial advisors out there, but they don’t sell. 

The shift is not thinking of your website as a brochure anymore. You should start thinking of it as a 24/7 salesperson!

Most website designs for financial advisors focus on looking professional rather than generating leads. But when I ask advisors, “How many qualified leads does your website generate each month?” The answer is usually uncomfortable silence or “I’m not sure.”

The harsh truth? Your website isn’t getting leads because you’re still treating it like a digital business card instead of your most powerful sales tool.

Watch the quick video below to learn more!

Why Most Website Designs for Financial Advisors Fail to Generate Leads

The problem isn’t that your website looks bad. The problem is that effective website designs for financial advisors require thinking like a salesperson, not a designer.

If in 5 seconds people aren’t able to see who you are, how you help, and what action they should take next, you’re losing money. Every single day, qualified prospects are landing on your homepage and leaving without taking action.

Here’s what’s happening: visitors arrive at your site, spend a few seconds scanning your generic messaging (like “Comprehensive financial planning services”), and then click away to find an advisor who speaks directly to their specific needs.

The most successful advisor websites don’t just look professional—they convert visitors into booked consultations by focusing on clarity, targeted messaging, and strategic calls to action.

The 5-Second Website Test That Reveals Everything

Website designs for financial advisors should pass this simple test: 

Can a visitor understand who you serve, what problem you solve, and what they should do next within five seconds?

Most advisor websites fail this test because they use vague, generic language that could apply to any financial professional. Instead of saying “Simplifying complex financial planning,” successful advisors get specific: “Retirement planning focused on reducing your lifetime tax bill for Dallas pre-retirees.”

The difference is night and day in terms of lead generation.

FREE WEBSITE AUDIT: Interested in a free website audit to get personalized feedback on how to improve your website today? Click the banner below to claim now!

The Lead-Generation Problem Most Advisors Don’t See

When I review websites for financial advisors, I consistently see the same lead-generation killers:

Generic Headlines That Say Nothing: “Trusted Financial Guidance” doesn’t tell prospects how you’re different or why they should choose you over the dozens of other advisors they’re researching.

Weak Call-to-Action Strategy: Having only “Schedule a Call” buttons limits your lead-capture potential. You need multiple entry points that meet prospects where they are in their decision-making process.

No Clear Value Proposition: Visitors can’t quickly understand what makes you different or why they should care about your services.

Missing Trust Signals: Without testimonials, case studies, or personal connection elements, prospects have no reason to trust you with their financial future.

The Solution: Transform Your Website Into a Lead-Generation Machine

Effective website designs for financial advisors start with a really easy fix: add an H1 with a clear problem you solve and who you help, plus call-to-action buttons beyond just “book a call.”

For example, instead of “Comprehensive Financial Planning,” try “Creating Your Guaranteed Retirement Paycheck for Dallas Pre-Retirees.” This is something that’s going to pique interest and get them to take that next step.

Need help implementing these changes? Learn about our website design services and see how we’ve helped other financial advisors transform their websites into lead-generation machines.

Real Examples of Website Designs for Financial Advisors That Generate Leads

Let me show you what happened when we applied these principles to one advisor’s website. George had a professional-looking site that generated almost zero leads. After implementing strategic changes to his homepage messaging and call-to-action strategy, he saw immediate results.

Take a look at the AFTER homepage for George’s financial planning business:

More importantly, his lead generation increased dramatically because visitors could immediately understand who he served and how he helped them.

Want to see more examples? Check out recent website examples our team has done for other financial advisors to see the difference strategic design makes.

The Lead-Generation Elements Website Designs for Financial Advisors Must Include

Strategic Call-to-Action Placement: Beyond “Schedule a Call,” include lead magnets like “Download Our Retirement Tax Planning Guide” or “Get Your Free Portfolio Review.” These lower-commitment options capture leads who aren’t ready to book immediately.

Clear Value Proposition: Your headline should immediately communicate the specific problem you solve and who you solve it for. Generic messaging kills lead generation.

Trust Building Elements: Include client testimonials, personal videos, and case studies that show real results. People need to trust you before they’ll share their financial information.

Multiple Conversion Points: Don’t rely on a single call to action. Include contact forms, phone numbers, and various lead magnets throughout your site.

The Psychological Triggers That Make Website Designs for Financial Advisors Convert

Understanding prospect psychology is crucial for effective website designs for financial advisors. When people are researching financial help, they’re often anxious about their financial future and overwhelmed by options.

Your website needs to quickly establish credibility, demonstrate understanding of their specific situation, and provide a clear path forward. This is why strategic call-to-action placement and targeted website features are so important.

Successful advisor websites use emotional triggers like security, certainty, and peace of mind while backing up these emotional appeals with logical proof points like credentials, experience, and client results.

Focus on Lead Generation Over Pretty Design

The biggest mistake in website designs for financial advisors is prioritizing aesthetics over lead generation. Your website’s primary job isn’t to win design awards—it’s to turn visitors into qualified prospects who book consultations.

This means focusing on clarity over creativity, conversion over complexity, and results over aesthetics. A simple, clear website that generates leads will always outperform a beautiful website that doesn’t convert.

Remember: Effective websites for financial advisors balance professional appearance with strategic lead-generation elements.

Your Website Lead-Generation Homework

I encourage you to audit your current website using these criteria:

Can visitors understand who you serve and how you help within 5 seconds?Do you have multiple call-to-action options beyond “Schedule a Call”?Is your value proposition specific and compelling?Are you building trust through testimonials and personal connection?Do you have clear conversion paths throughout your site?

If you answered “no” to any of these questions, you’re losing potential leads every day.

Get Professional Help With Website Designs for Financial Advisors

If you want personalized advice on what you can change on your website to start seeing more booked calls on your calendar, don’t wait. The advisors who fix their lead generation problems now will have a massive advantage over those who continue treating their websites like digital brochures.

Ready to transform your website into a lead-generation machine?  

Learn more about our website design services or just book a free website strategy session today. We’d love to help you identify the specific changes that will have the biggest impact on your lead generation and booking more qualified consultations.

The most successful website designs for financial advisors aren’t a matter of having the fanciest graphics or the most complex features. It’s focused on creating a clear, compelling, conversion-focused experience that turns visitors into clients.

Schedule Your Free Marketing Strategy Call Today Let’s find out what’s working—and what’s not—when it comes to your marketing. Get Started 90%

New website visitors vs. returning visitors

Read Case Study 50%

Increase in email click-through rate

Read Case Study 44%

Increase in website traffic

Read Case Study 21%

Website traffic from organic sources

Read Case Study 73%

Website traffic from organic sources

Read Case Study 20%

Website traffic from personal blog content

Read Case Study FAQs: Website Designs for Financial Advisors Why isn't my financial advisor website generating leads?

Most website designs for financial advisors fail to generate leads because they treat their site like a brochure instead of a sales tool. Visitors can’t quickly understand who you serve, what problem you solve, or what action to take next. Strategic call-to-action placement and clear messaging are essential for lead generation.

How long does it take to see lead-generation improvements from website changes?

Most financial advisors see improvements in lead generation within 30 days of implementing strategic website design changes. The key is focusing on clarity, targeted messaging, and multiple conversion points rather than just aesthetic improvements.

What's the most important element for lead generation in website designs for financial advisors?

Clear, specific messaging that passes the 5-second test is crucial. Visitors must immediately understand who you serve and how you help them. Generic headlines like “Comprehensive Financial Planning” don’t generate leads because they don’t speak to specific prospect needs.

Should I include multiple call-to-action buttons on my advisor website?

Yes, effective website designs for financial advisors include multiple call-to-action options beyond just “Schedule a Call.” Include lead magnets like guides, assessments, or newsletters to capture prospects who aren’t ready to book immediately. Learn more about effective website features that improve conversion rates.

Can simple website tweaks really improve lead generation for financial advisors?

Absolutely. Strategic changes to headlines, call-to-action placement, and value propositions can dramatically improve lead generation without a complete website redesign. Professional websites for financial advisors focus on conversion optimization, not just appearance.

Got more questions about improving your website’s lead generation? Book a Strategy Session to Get Personalized Advice!

The post The Real Reason Website Designs for Financial Advisors Don’t Get Leads appeared first on Indigo Marketing Agency.

5 Compliance Tips From a Financial Advisor Marketing Consultant

5 Compliance Tips From a Financial Advisor Marketing Consultant

Whether you’re creating a new website, publishing a blog post, or sharing content on social media, a financial advisor marketing consultant will tell you that compliance should always be top-of-mind. 

Compliance is not a “set it and forget it” part of your business; instead, it should play an active role when crafting financial services marketing materials, client communication, blog posts, etc. Staying compliant not only protects your clients, but it also protects your reputation and integrity as a financial advisor. 

Here’s what you should know about compliance from a financial advisor marketing consultant:

5 Compliance Best Practices

Without being overdramatic, it’s vital that you understand how important compliance is to the integrity of your business. Even if you see other advisors or firms participating in non-compliant promises or language, that doesn’t mean it’s safe (or smart) to follow suit. Cutting corners might seem harmless in the short term, but it can lead to serious consequences for your reputation, your clients, and your business. Staying compliant sets you apart as a trustworthy professional committed to doing things the right way.

1. Pay attention to regulation changes.

In order to follow the rules, you need to know what they are. You should have a pulse on when the SEC, FTC, FINRA and other regulatory entities make changes that impact your clients and your business. Compliance can feel like a moving target, as there are multiple regulatory bodies to keep track of. Signing up for alerts, newsletters, and professional publications can help you stay on top of new rules and enforcements. 

2. Build a compliance policy.

Even if you are a small operation, anyone creating communication on behalf of your business should be following the same rules. Not everyone in your organization may need to be an expert in SEC or FINRA rules, but all team members should have a basic knowledge of what is within compliance. Having your entire team on the same page about the general do’s and don’ts can help prevent accidental violations.

3. Communicate with accuracy and transparency.

From SEO to blog posts, it’s important to keep all communication above board. Steer clear of saying anything that might come off misleading or overpromising. Using clear facts to back up your statements, including both potential risks and benefits, can help you maintain balanced communication with your clients, while staying compliant. 

4. Keep organized records.

SEC Rule 204-2 requires financial advisors to keep records for certain types of communication including investment advice, client communications, marketing materials, and more. Develop an organized record keeping system to ensure you have all the required documentation in the case of an audit. Don’t forget about client communication through personal cell phones, social media accounts, and emails—those need to be archived too!

5. Create a review process.

Having additional sets of eyes on your marketing materials and client communications can help reduce errors. Our brains tend to auto-correct our own writing, which is why it is so helpful to have a safeguard to review our work. Not only will they likely catch a typo, but this layer of protection could catch language that could risk your compliance. Create a review process where materials are evaluated internally by a colleague or externally by a financial advisor marketing consultant to ensure your compliance.

Common Compliance Mistakes

Working in the financial industry means being prepared to handle the constant and ever-changing rules. Financial advisors are human, and with that comes the occasional mistake. 

However, that excuse won’t fly when it comes to being out of compliance. Watch out for these common compliance pitfalls:

Conflicts of interestNot staying up to date with regulatory changesPushing back schedule auditsSharing testimonials or success stories without proper agreementsFailing to keep records of social media posts

Tip: If you are unsure about your blog content being in line, read our Compliance Best Practices Guide to start updating your content.

Download the free checklist below:

Work With an Expert Financial Advisor Marketing Consultant

Are you feeling overwhelmed with making sure all your marketing materials and social media posts are compliant? Don’t stress, Indigo is here to help! 

Our team offers custom digital marketing strategies, with specialists who are up to date on financial advisor compliance. Schedule your free strategy session today so we can help you create a personalized marketing plan that’s fully compliant.

Schedule Your Free Marketing Strategy Call Today Let’s find out what’s working—and what’s not—when it comes to your marketing. Get Started FAQs: Compliance Tips From a Financial Advisor Marketing Consultant What does a financial advisor marketing consultant do to help with compliance?

A financial advisor marketing consultant helps ensure your messaging, website content, social media posts, and email campaigns follow SEC and FINRA guidelines. They stay current on regulations so your marketing efforts don’t put your firm at risk.

Do I really need a financial advisor marketing consultant if my compliance department reviews my content?

Yes. A financial advisor marketing consultant complements your compliance team by creating content that’s designed to pass compliance review while still being engaging, effective, and SEO-optimized.

How can a financial advisor marketing consultant help me stay up to date with regulation changes?

They monitor regulatory updates from the SEC, FINRA, and other governing bodies, and adapt your marketing strategies accordingly, saving you time and reducing your risk of non-compliance.

Can a financial advisor marketing consultant help me create a compliant content review process?

Absolutely. A good financial advisor marketing consultant will help you implement internal review processes and guidelines to ensure every piece of content is vetted before it’s published.

What are the biggest compliance mistakes a financial advisor marketing consultant can help me avoid?

They can help you avoid common issues like unsubstantiated claims, outdated disclosures, improper use of testimonials, and failure to archive communications—mistakes that could trigger audits or fines.

The post 5 Compliance Tips From a Financial Advisor Marketing Consultant appeared first on Indigo Marketing Agency.

Mastering the Call to Action for Financial Advisors: Stop Saying “Book a Call”

Mastering the Call to Action for Financial Advisors: Stop Saying “Book a Call”

Let’s talk about your call to action for financial advisors. Because “Book a Call” isn’t cutting it.

When it comes to digital marketing, your CTA (call to action) is the second most important element of any campaign—right after the headline. It’s the moment where you stop simply informing your audience and actually motivate them to take action.

But for many financial advisors, that CTA ends up being a button that says…“Book a Call.”

Let’s be honest: it feels like a big ask, especially for someone who doesn’t know you yet.

Why “Book a Call” Isn’t Always the Right CTA

“Book a Call” may seem direct and professional, but it’s also a commitment. From a prospect’s perspective, it means blocking out 30–60 minutes of their day to speak with someone they’ve never met. Unless they’re already sold on you, that’s a tough first ask.

Instead, you need a variety of CTAs that allow people to engage on their own terms—especially earlier in the funnel.

CTA Confusion: A Common Marketing Mistake

The CTA should be a clear directive that helps convert passive visitors into active participants. But too often, it becomes a call to confusion:

Where is this button taking me?What am I signing up for?Why should I care right now?

As a financial advisor, clarity and trust are everything. Your CTAs should reflect that.

Stronger CTA Options That Actually Work

Before someone is ready to meet with you, they might be more open to saying yes to something smaller, like a downloadable guide, webinar registration, or educational resource.

Here’s a better structure you can try for an effective call to action for financial advisors:

Your Guide to Protecting What Matters: Safeguard your legacy today. Download a free guide to estate planning and get the tools you need to protect your wealth, honor your values, and provide for your loved ones.

This CTA: 

Shows valueBuilds trustOffers something tangibleLeads naturally to a future conversation

Once someone engages with a guide like this, they’re far more likely to stay in your ecosystem, and eventually book a call when they’re ready.

The 4 Reasons CTAs Are Essential to Your Marketing StrategyThey guide user behavior: CTAs direct visitors to their next step. Without one, they might leave your site or email without taking any action.They enhance the user experience: CTAs help your audience navigate your services more clearly and with less friction.They increase conversion rates: A compelling CTA boosts the odds that someone moves forward in your marketing funnel.They’re measurable: By tracking CTA performance, you get data to improve your campaigns and understand what drives your audience.Good CTA Examples (And a Few to Avoid)

Great CTAs:

“Download Our Retirement Planning Guide”“Join Our Webinar on Investment Strategies”“Get Your Personalized Financial Plan”“Subscribe to Our Weekly Financial Tips”

Each of these is clear, benefit-driven, and actionable.

CTAs to Avoid:

“Click Here” (too vague)“Submit” (cold and unfriendly)“Contact Us” (no urgency or reason)“Follow Us on Social Media” (no clear benefit)How to Craft Better CTAs

Whether you’re building a landing page, running a Facebook ad, or sending a monthly email, your CTA should always be:

Clear and specificUrgent, without being pushyBenefit-focusedAction-oriented

And above all: tested and refined. A small tweak in phrasing can lead to a big boost in conversion rates.

Want High-Converting CTAs Without Doing the Work?

We get it, writing a great call to action for financial advisors (and everything that supports them) isn’t easy. If your CTAs feel vague or your marketing efforts aren’t delivering results, it might be time for a more strategic approach.

That’s the difference of working with a team that speaks fluent financial advisor: the Indigo Marketing Agency team.

We specialize in helping financial advisors craft high-converting campaigns, from lead magnets and funnels to emails and CTAs that actually drive action. Our Total Marketing Package, available in three tiers, is designed to streamline your strategy, save you time, and attract high-quality leads and referrals.

Whether you need help refining your message or launching a full campaign, our expert team handles the details so you can focus on what matters most: your clients.

Stop guessing and start converting.

Book your free strategy call today to get a personalized marketing plan.

Schedule Your Free Marketing Strategy Call Today Let’s find out what’s working—and what’s not—when it comes to your marketing. Get Started 90%

New website visitors vs. returning visitors

Read Case Study 50%

Increase in email click-through rate

Read Case Study 44%

Increase in website traffic

Read Case Study 21%

Website traffic from organic sources

Read Case Study 73%

Website traffic from organic sources

Read Case Study 20%

Website traffic from personal blog content

Read Case Study FAQs: Call to Action for Financial Advisors What is a call to action for financial advisors?

A call to action (CTA) for financial advisors is a prompt that encourages prospective clients to take a specific next step, such as downloading a guide, attending a webinar, or scheduling a consultation. It should be clear, compelling, and aligned with your overall marketing strategy.

Why is "Book a Call" not always the best call to action for financial advisors?

While “Book a Call” is common, it’s often too big of an ask for someone who just discovered your firm. A more effective call to action for financial advisors may offer a lower-commitment step, like accessing a helpful guide or video, before asking for a meeting.

How do I write a high-converting call to action for financial advisors?

To write a high-converting call to action for financial advisors, focus on clarity, value, and next-step logic. Use action-oriented language, highlight what the prospect will gain, and avoid vague or generic CTAs like “Click here” or “Submit.”

What are some alternatives to "Book a Call" as a call to action for financial advisors?

Alternatives to “Book a Call” include:

“Download Your Retirement Planning Guide”“Watch the 3-Minute Market Update”“Get Your Free Investment Checklist”“Join Our Live Tax Planning Webinar”

These CTAs provide value first and build trust before asking for direct engagement.

How can I improve the call to action on my financial advisor website?

For your financial advisor website, start by auditing your current CTAs for clarity, relevance, and value. A strong call to action for financial advisors should guide prospects toward meaningful engagement, not just a contact form. Indigo Marketing Agency can help you optimize CTAs across your website, social media, and email campaigns to increase conversions.

The post Mastering the Call to Action for Financial Advisors: Stop Saying “Book a Call” appeared first on Indigo Marketing Agency.

2 Reasons Every Financial Advisor Needs a Repeatable Marketing System

2 Reasons Every Financial Advisor Needs a Repeatable Marketing System

What is a repeatable marketing system? you ask. Well, success is not random or sporadic.

For a plant to grow, it needs a consistent supply of water, sunlight, and key nutrients to build strong roots, grow, and flourish.

The same is true for financial advisors. Sporadic actions will not grow your business. Financial advisors need a repeatable marketing system to increase their reach, win the trust of their target audience, generate leads, close more clients and grow their firm.

The team at Indigo Marketing Agency helps financial advisors grow their businesses faster using proven and repeatable marketing systems.

CLIENT SUCCESS STORIES TO INSPIRE YOU The Big Myth Many Financial Advisors Believe

Financial advisors are busy, taking care of clients and managing their investment accounts. Still, they know they need to put out some marketing to keep the pipeline growing.

So, they burn the midnight oil to write an article, produce a video, or share a social post. Many financial advisors readily admit that marketing is not their number-one skill set, so pulling this effort together feels like a monumental achievement when it’s done.

You put in a ton of work, sacrificed your off time or family time to “do some marketing,” so who can blame you if you are frustrated when it does nothing for your business after being published for a month?

The big myth that financial advisors who’ve played out this scenario believe is that their marketing efforts, regardless of how sporadic they are, should pay off more.

The Truth: You Need a Repeatable Marketing System

Here’s the hard pill: even though your marketing effort was a big deal to you:

If it’s not done on a regular scheduleIf it’s not SEO-optimizedIf it’s not a focused piece of contentIf you fail to make a call to action in your content

…and a checklist of other digital marketing optimizations… your blood, sweat, and tears may be “much ado about nothing”!

Remember the simple truth shared above: success is not sporadic. Plants die with sporadically delivered water, oxygen, and nutrients, or at best, they fail to grow.

Myth #2: Being a Good Financial Advisor Ensures Growth

Another common myth many financial advisors believe is that if they serve the clients they have well enough, do a really good job, those clients will refer their friends and family and the business will grow organically.

This is old-school thinking, but we get it.

Sure, in the early days when townships were just getting established and there was only one butcher, baker, and candlestick maker in town, word of mouth and the “grapevine” was everything.

So, if you did a good job, everybody in town would hear about it.

Hardworking and well-credentialed financial advisors expect they will grow fast because of all of their expertise. 

The truth is that today, in 2025, the grapevine is dead. 

People are more plugged into social media and tech than they are to each other or any human-centered network.

So, if you’re not marketing your business with a repeatable marketing system online, you will not grow because most likely besties and even married couples will never get around to chatting about how awesome their financial advisor is.

Power of Partnerships

The Indigo team understands and values the expertise of registered investment advisors (RIAs). We know financial advisors want to focus on protecting and growing their client portfolios and that this is a full-time job.

But we all know you still need to fill the pipeline and grow the business.

Smart financial advisors value the expertise of digital marketing that delivers measurable results: more leads and more clients. That’s why more financial advisors partner with the team at Indigo Marketing Agency.

EXPLORE INDIGO CASE STUDIES HERE Grocery Store Analogy

When you visit the local grocery store, you’re experiencing the power of partnerships. You go to the grocery store to purchase your favorite brand products. All these products are individual companies that have partnered with local grocery stores as their retail seller.

Likewise, grocery stores need trusted and popular brands in order to have something to sell. The retail outlets and brand manufacturers need each other to succeed and grow their businesses.

Financial advisors are like the manufacturers and Indigo Marketing Agency is like the retailer.

When financial advisors partner with Indigo Marketing Agency, they’re hiring a strategic partner that expands their reach, builds their trust, and helps them generate more targeted leads, consultations, and new clients month in and month out.

Key Components of Repeatable Marketing Systems

When thinking about launching a repeatable marketing system that cultivates and attracts a targeted audience that you can promote your financial advisor services to, here are some of the top strategies you need to incorporate into your master plan:

Sales funnel architecture and buildout: This involves creating a structured pathway that guides potential clients from initial awareness to becoming paying customers through strategically designed touchpoints and content. A well-built sales funnel ensures you never lose qualified prospects and systematically converts website visitors into consultations and new clients on autopilot.

Responsive and SEO website development: This creates a professional, mobile-friendly website that ranks high in search results when potential clients search for financial advisory services in your area. An optimized website becomes your 24/7 lead-generation machine, attracting qualified prospects while you sleep and positioning you as the go-to expert in your market.

SEO blog and social media content publishing on a weekly basis: This involves consistently creating valuable, search-optimized content that answers your prospects’ most pressing financial questions and concerns. Regular content publishing builds your authority, improves your search rankings, and creates multiple touchpoints that nurture prospects into trusting clients over time.

SEO video marketing to build trust fast: This leverages the power of video content to showcase your expertise and personality while ranking for valuable search terms in your niche. Video marketing accelerates trust-building because prospects can see and hear you directly, making them more likely to choose you over competitors they’ve never met.

Email and SMS follow-up and promotion: This creates automated sequences that nurture leads through personalized messaging delivered via email and text messages based on their interests and behavior. Consistent follow-up ensures no lead falls through the cracks and keeps you top-of-mind when prospects are ready to make a decision about their financial future.

Brand-building and sales-generating copywriting: This involves crafting compelling messaging that clearly communicates your unique value proposition and motivates prospects to take action. Professional copywriting transforms your marketing materials from generic content into persuasive tools that differentiate you from competitors and drive more consultations and client acquisitions.

Take Action to Build Your Repeatable Marketing System

The financial advisory industry is becoming increasingly competitive, and advisors who rely solely on referrals or sporadic marketing efforts will find themselves struggling to grow. A repeatable marketing system isn’t just nice to have; it’s essential for sustainable business growth.

At Indigo Marketing Agency, we specialize exclusively in helping financial advisors implement comprehensive marketing systems that deliver consistent results. Our proven approach combines all the key components mentioned above into a cohesive strategy that works around the clock to grow your firm.

Don’t let another year pass wondering where your next clients will come from. The advisors who are thriving in today’s market are those who have invested in systematic, professional marketing that positions them as the obvious choice for their ideal clients.

Ready to transform your marketing from sporadic efforts into a reliable client-generation system? 

Book a free consultation today to discover how our Total Marketing Packages can help you build a bigger, more targeted audience and close more clients consistently.

Schedule Your Free Marketing Strategy Call Today Let’s find out what’s working—and what’s not—when it comes to your marketing. Get Started Check Out Our Related Video Content How Advisors Can Use Video To Stand Out (Webinar)

Whether you’re a beginner or looking to improve your existing video marketing efforts, this webinar is designed to provide actionable insights and practical tips to make your videos a success. 

Register The Power of Financial Advisor Videos: 3 Reasons Being on Camera Is Essential

At Indigo Marketing Agency, we help financial advisors embrace the evolving marketing landscape by utilizing custom video content. Read on for three reasons why you should incorporate video into your marketing strategy and how the Indigo team can help.

READ MORE Redefine Your Newsletter & Unleash Your Potential With Video

Connecting with your clients is of the utmost importance. But it can be really challenging in today’s digital age with all the noise. How are you supposed to stand out from the crowd?

READ MORE FAQs: Financial Advisor Repeatable Marketing System How long does it take to see results from a repeatable marketing system?

Most financial advisors begin seeing increased website traffic and lead generation within 60-90 days of implementing a comprehensive marketing system. However, the sales funnel architecture and buildout typically shows measurable improvements in conversion rates within the first 30 days as prospects move through your optimized client journey.

What's the difference between sporadic marketing and a repeatable marketing system?

Sporadic marketing involves random, inconsistent efforts that rarely build momentum. A repeatable marketing system uses consistent, strategic touchpoints that work together to create predictable results month after month.

Can a small financial advisory firm compete with larger firms using these marketing strategies?

Absolutely. A well-executed SEO website development strategy levels the playing field by helping you establish authority and trust in your local market, regardless of your firm’s size.

How much time do I need to invest in managing my marketing system once it's set up?

Once properly implemented, most components like email and SMS follow-up run automatically. You might spend 2-3 hours per week reviewing performance, but the system generates leads without requiring constant attention.

What makes Indigo Marketing Agency different from other marketing companies?

We focus exclusively on financial advisors and understand compliance requirements and business challenges you face. Our team has deep expertise in financial services marketing designed specifically for advisory firms.

The post 2 Reasons Every Financial Advisor Needs a Repeatable Marketing System appeared first on Indigo Marketing Agency.

SEO Services for Financial Advisors: How to Boost Your Online Visibility and Attract More Clients

SEO Services for Financial Advisors: 5 Ways to Boost Your Online Visibility and Attract More Clients

Of course you have a strategy around SEO services for financial advisors…right? Did you know that while 88% of financial advisors cite client referrals as a major source of new clients, according to a Kitces Report, only 30% say they implement an SEO strategy?

I get it—at first glance, referral marketing and an SEO strategy for financial advisors may appear to be two incompatible strategies; but they actually go hand-in-glove. In other words, your SEO strategy could become your best referral marketing strategy of all.

Let me explain. 

You see, Google is the number-one referral partner of relevant businesses in the world. The main action that Google takes when people land on their site to search for the “best financial advisor in [location]” is provide a SERP with the most visible and relevant results. 

So when 100,000 people each month search terms like “financial advisor” and “financial advisor near me” on Google, and they statistically do, you want to be at or near the top of the first page of results in your community for those terms.

Keep in mind that approximately 72% of consumers who perform a local search visit a store within five miles, which shows financial advisors the value of location-based SEO for financial firms.

Here are a few critical actions every smart SEO strategy for financial advisors should include to boost visibility on the SERPs and attract more clients.

1. Carve Out Your Niche

As an example, I mentioned the search term “financial advisor” above. While you may leave this keyword in your keyword list, you definitely want to pinpoint more specific longer-tail keywords that speak to your specialty and targeted audience so you’re not competing with every financial advisor out there. 

That’s why carving out and defining your niche is important. It may be a struggle to define your ideal client. If so, no worries.

You can start by identifying what you do best and the clients you love to serve. Next, you should evaluate the clients you enjoy working with the most and who are the best for the long-term success of your business. Then you can craft a vision for growth with a marketing message that resonates with your chosen audience.

When you’ve selected your niche, you will no longer be competing with every other financial advisor online. You will more easily stand apart from the crowd by becoming the local financial advisor who helps retirees generate predictable income from their portfolio each month without losing principle, for example. This will influence the keywords you target to longer-tail, relevant keywords.

Watch the free webinar for a deep dive on this topic, with special guest Bill Cates: How Your Riches Are in Niches

2. Build a Keyword Plan

Once you’ve dialed in on your niche, you can conduct keyword research laterally and vertically, in which you should select keywords based on criteria that should include:

Relevance to your niche expertiseHigh demand scoreLow competition scoreHigh profitability score

To choose words based on these and other criteria, it’s important to use the best SEO tools that curate all this vital information. Semrush, for instance, is a great tool to use for SEO, but it’s pretty expensive for some and is best utilized by someone well trained in using the tool. 

That’s why the SEO services for financial advisors by Indigo Marketing Agency are in such high demand. Our clients don’t have to worry about purchasing marketing tools like this because we take care of it all. 

3. Create a Content Plan

Once you’ve got a masterlist of strategic keywords that have been selected by the criteria mentioned above, it’s time to create a content plan.

Remember, when it comes to SEO, content is KING. It’s been that way for decades and that’s still the case today. Therefore, your content plan should start by creating topics that address the top goals, pain points, questions, objections, and other psychological triggers that move your target audience to make buying decisions. 

This content plan must also incorporate a main keyword for every topic that you outline—along with the top 2-4 secondary keywords you will use in the content piece as well.  

4. Unify Your Online Profiles

Another important factor to boosting your visibility in your local SERPs and attracting more clients is optimizing your platform profiles on social media and other platforms, like Yelp, Google, etc.

It’s important that you incorporate your top keyword(s) into your business description and that the URLs and other contact information that you share online are identical across all platforms you are listed on. One of the easiest ways to improve SEO for our financial advisor clients is to fix the conflicting information shared across their platform profiles. 

Learn more about our SEO services here.

5. Implement a Linkbuilding Strategy 

High-quality backlinks from authoritative sources like industry publications, government sites, and educational institutions are essential for establishing authority and trust in the finance sector, which are key factors in Google’s E-E-A-T guidelines. 

Finance websites that secure a top spot in search results typically have more backlinks than lower-ranked sites. Building a strong backlink profile through strategies like guest articles and partnerships with trusted sources can significantly improve the organic visibility and search ranking of your financial advisory firm.

How Indigo Masters SEO Services for Financial Advisors

At Indigo Marketing Agency, we make SEO marketing simple and effective for financial advisors like you. From creating custom content to improving your website and automating your marketing, we help you save time and grow your business.

Ready to get started? 

Book a strategy session with us today, and we’ll create a personalized marketing plan that aligns with your goals and delivers results.

As a top SEO marketing company for financial advisors, we can make marketing the easiest part of your business—and our teamwork can become a key to your success!

Schedule a call with us today.

Schedule Your Free Marketing Strategy Call Today Let’s find out what’s working—and what’s not—when it comes to your marketing. Get Started 90%

New website visitors vs. returning visitors

Read Case Study 50%

Increase in email click-through rate

Read Case Study 44%

Increase in website traffic

Read Case Study 21%

Website traffic from organic sources

Read Case Study 73%

Website traffic from organic sources

Read Case Study 20%

Website traffic from personal blog content

Read Case Study FAQs: SEO Services for Financial Advisors Why is SEO important for financial advisors?

SEO services for financial advisors helps improve online visibility, rank higher in Google search results, and attract more qualified leads. With 98% of consumers searching for local businesses online, a strong SEO strategy ensures your firm is seen by potential clients looking for financial services.

What is the role of niche targeting in SEO services for financial advisors?

Carving out a niche helps financial advisors reduce competition and attract the right clients by focusing on specific long-tail keywords. By defining a specialty—such as retirement income planning or tax-efficient investing—advisors can create highly relevant content that ranks better in searches and resonates with their ideal audience.

How does keyword research impact a financial advisor’s SEO strategy?

Keyword research helps advisors target the right search terms that potential clients use when looking for financial guidance. By selecting high-relevance, low-competition, and high-profitability keywords, advisors can optimize their website content, blogs, and social media profiles to improve rankings and drive targeted traffic.

What role do backlinks play in SEO services for financial advisors?

Backlinks from authoritative sources like financial publications, government websites, and educational institutions boost a financial advisor’s website credibility. Google considers backlinks a key ranking factor, so securing high-quality links helps improve domain authority and search visibility, leading to more organic traffic.

How can financial advisors ensure their online profiles are optimized for SEO?

Advisors should maintain consistency in business information (name, address, phone number) across all online platforms, including Google Business Profile, Yelp, and social media. Optimizing profiles with relevant keywords, updating business descriptions, and linking back to the website improves search rankings and enhances credibility.

The post SEO Services for Financial Advisors: How to Boost Your Online Visibility and Attract More Clients appeared first on Indigo Marketing Agency.

2 Critical Client Acquisition Strategies the Top 1% of Financial Advisors Use

2 Critical Client Acquisition Strategies for Financial Advisors

Why do some client acquisition strategies for financial advisors work and some don’t? Why do some financial advisors seem to have a steady stream of qualified prospects while others struggle to grow—even when they do great work for their clients?

After working with hundreds of advisors across the country, we’ve noticed a clear pattern: the most successful practices—the top 1%—do two things differently.

Let’s break them down.

Key #1: A Clear, Predictable Client Acquisition System

Most financial advisors rely heavily on referrals. And to be fair, referrals are great—they’re warm, they’re qualified, and they often convert. But there’s a major problem with relying on referrals alone: they’re not predictable.

You can’t scale your business hoping the phone will ring. Growth requires intention.

The Top 1% Don’t Hope for Growth—They Plan for It

The most successful advisors treat client acquisition like a diversified investment portfolio. They don’t just rely on one strategy—they spread their efforts across multiple high-impact channels that are customized for their specific niche.

Here are three effective acquisition strategies we regularly help our clients implement:

1. B2B Referral Partnerships

Building strategic alliances with professionals like CPAs, estate planning attorneys, and family law attorneys can be incredibly powerful—especially if your niche aligns with theirs.

Targeting women in transition? Partnering with divorce attorneys can open up a steady stream of qualified leads.Working with high-net-worth families? Estate planning attorneys can be strong allies.

These relationships don’t happen overnight, but when nurtured properly, they can create a consistent referral engine.

2. Educational Marketing

Webinars, seminars, and lunch-and-learns are still some of the most effective tools for attracting new clients—especially in niches like retirement planning.

People crave education. Hosting events allows you to demonstrate your expertise while creating trust in a non-salesy environment.

And the best part? Once your presentations are dialed in, they become replicable and scalable.

3. Digital Client Acquisition

In today’s market, if you’re not using digital tools to grow, you’re leaving money on the table.

Whether it’s Facebook Ads targeting pre-retirees, Google Ads for people searching “fiduciary advisor near me,” or a well-optimized LinkedIn outreach campaign—digital acquisition allows you to turn cold prospects into warm leads at scale.

In one case, we launched a Facebook Ad campaign for a client, and within weeks, they had a meeting scheduled with a prospect who had $5 million in assets. That’s the power of digital done right.

Your Acquisition Channel Should Match Your Niche

What works for one advisor might completely flop for another. Your ideal acquisition strategy depends on who you serve.

Working with business owners? LinkedIn automation might be your best friend.Specialize in retirement income planning? Educational seminars tend to bring a great ROI.Targeting women in transition? B2B referrals from divorce attorneys often lead to powerful connections.

At Indigo, we work closely with you to find the right channel based on your unique strengths and ideal client. Then we help you build it, test it, and refine it until it consistently delivers.

But acquiring leads is just the beginning.

Key #2: Strategic Content That Nurtures Leads Over Time

Here’s the truth: most leads won’t convert in a week.

They won’t even convert in a month.

Financial decisions (especially big ones) often take months or even years. That’s why consistent, strategic content is the second key that sets top advisors apart.

Don’t Give Up Too Soon

Many practices make the mistake of assuming a lead is “dead” if they don’t book a meeting right away. But the reality is, people are watching.

They’re reading your blog. They’re seeing your emails. They’re following your posts.

And when the moment is right, they’ll reach out—if you’ve stayed on their radar.

Here’s a recent example: one of our advisors had published a thoughtful blog post, which was read by someone on a local board they serve on. Ahead of a board meeting, the advisor intentionally connected with that person. The blog came up in conversation, and it led to a one-on-one coffee meeting.

No cold call. No sales pitch. Just a warm, natural opportunity that came from consistent content marketing.

What Makes Great Content?

Your content should do more than just “check the box.” It should serve a purpose—nurturing trust with your audience.

Here’s how strategic content works:

Maintains visibility while prospects are in the consideration phaseDelivers real value to establish trust and credibilityPositions you as an expert in your nicheCreates multiple touchpoints before someone is ready to commit

Whether it’s through:

A monthly email newsletter filled with helpful articlesSocial media posts that reflect your personality and expertiseOr educational videos that answer the questions your clients are already Googling…

Your content becomes your secret weapon to staying top-of-mind.

Putting It All Together: What Should You Focus On?

Let’s recap.

To join the ranks of the top 1% of financial advisors, you need:

A client acquisition system you can count on: Not just referrals, but scalable strategies that bring in consistent, qualified leads.A content marketing plan that nurtures those leads: Keeping you top-of-mind until they’re ready to say yes.

And here’s the good news: you don’t have to figure it out alone.

Ready to Build Smarter Client Acquisition Strategies for Financial Advisors?

At Indigo Marketing Agency, we help financial advisors identify the best acquisition channels for their unique business, then build the systems and content to grow—without guesswork.

Want help discovering your ideal lead-gen strategy?

Book a strategy call with our team today and let’s build a road map based on what’s actually working for advisors just like you.

If you’re serious about growth, now’s the time to take action.

Don’t just wait for your next referral. Let’s create your next opportunity.

Schedule Your Free Marketing Strategy Call Today Let’s find out what’s working—and what’s not—when it comes to your marketing. Get Started Check Out Our Related Video Content How Advisors Can Use Video To Stand Out (Webinar)

Whether you’re a beginner or looking to improve your existing video marketing efforts, this webinar is designed to provide actionable insights and practical tips to make your videos a success. 

Register The Power of Financial Advisor Videos: 3 Reasons Being on Camera Is Essential

At Indigo Marketing Agency, we help financial advisors embrace the evolving marketing landscape by utilizing custom video content. Read on for three reasons why you should incorporate video into your marketing strategy and how the Indigo team can help.

READ MORE Redefine Your Newsletter & Unleash Your Potential With Video

Connecting with your clients is of the utmost importance. But it can be really challenging in today’s digital age with all the noise. How are you supposed to stand out from the crowd?

READ MORE FAQs: Client Acquisition Strategies for Financial Advisors What are the best client acquisition strategies for financial advisors?

The best strategies include a mix of B2B referral partnerships, educational marketing, and digital client acquisition methods tailored to your niche. A diversified approach ensures sustainable and scalable growth.

How can client acquisition strategies for financial advisors be customized?

Client acquisition strategies can be customized by focusing on your ideal client niche. Whether you work with business owners, pre-retirees, or women in transition, your acquisition channels should align with the specific needs of your target audience. Our Total Marketing Packages are the done-for-you solution to your marketing needs.

Why is it important for financial advisors to have a clear client acquisition system?

Having a clear client acquisition system ensures that growth is predictable and scalable. Relying solely on referrals can be unreliable, so it’s important to implement strategies that actively bring in qualified leads. Webinar Spotlight: Mastering Lead Generation for Financial Advisors

How do B2B referral partnerships fit into client acquisition strategies for financial advisors?

B2B referral partnerships are a powerful tool for financial advisors. Collaborating with professionals like CPAs or estate planning attorneys can provide a steady stream of qualified leads, especially when your services align with their clients’ needs.

What role does content marketing play in client acquisition strategies for financial advisors?

Content marketing plays a crucial role in nurturing leads over time. By consistently providing valuable content through blogs, emails, or videos, financial advisors can stay top-of-mind with potential clients, building trust and converting leads when they’re ready.

The post 2 Critical Client Acquisition Strategies the Top 1% of  Financial Advisors Use appeared first on Indigo Marketing Agency.

LinkedIn Marketing for Financial Advisors

LinkedIn Marketing for Financial Advisors: More Appointments With THIS Strategy

LinkedIn marketing for financial advisors matters NOW more than ever.

LinkedIn has quickly become the top marketing channel for financial advisors looking to grow their businesses and secure high-value clients. 

With the landscape of digital advertising evolving and traditional tactics becoming less effective, advisors need a strategic and results-driven approach to LinkedIn marketing.

The problem? 

Many financial advisors are using LinkedIn the wrong way: posting sporadically, failing to engage effectively, and using weak calls to action that don’t drive results. 

However, by following a proven framework, financial advisors can turn LinkedIn into a consistent marketing source of high-quality appointments.

Common Mistakes Financial Advisors Make on LinkedIn1. Forgettable Content

A common approach among financial advisors is to share a blog post or video and hope it resonates with their audience enough to generate leads. 

Here’s the problem.

This content often lacks a clear strategy and fails to communicate the specific value of the advisor. 

Without a compelling reason to engage further, potential clients simply scroll past or forget about the content altogether.

2. No Sales Funnel

Posting content alone isn’t enough to convert LinkedIn connections into clients. 

What’s missing is a structured sales funnel, a process that systematically nurtures prospects from initial interest to an actual appointment. 

Advisors should implement a strategic pipeline, using lead magnets like e-books, exclusive webinars, or free consultations to capture prospect information and initiate automated follow-ups.

3. Spammy, Low-Value Messaging

Sending out mass connection requests followed by generic sales pitches is a surefire way to get ignored—or worse, reported. 

Many financial advisors make the mistake of treating LinkedIn outreach as a numbers game, but in reality, it’s about building real relationships. 

Personalized, value-driven messaging is key to establishing trust and credibility.

The LinkedIn Marketing for Financial Advisors Strategy That Works

Advisors who implement a strategic approach can turn LinkedIn into a lead-generation machine. 

Here’s how:

1. Build a Strategic Sales Funnel

A well-structured sales funnel transforms LinkedIn marketing from random posting to a targeted client acquisition system. 

Here’s what this looks like:

Lead Magnet: Offer high-value resources (like an exclusive webinar, checklist, or guide) in exchange for prospect contact information.Automated Nurturing: Follow up with a strategic email sequence that provides more value, addresses pain points, and encourages a consultation.Conversion Path: Guide prospects toward scheduling a call or meeting through engaging, educational content that builds trust.2. Share High-Value, Relevant Content

Generic content doesn’t cut it. Advisors must create posts that directly address their audience’s specific needs and concerns. 

Examples include:

Case studies highlighting real client transformationsActionable financial planning tipsEngaging industry insights tailored to professionals in a specific niche

Content should position the advisor as an expert while also prompting engagement through thought-provoking questions and clear calls to action.

3. Personalize Your Outreach

Instead of sending out mass messages, advisors should take the time to research prospects and craft personalized outreach. 

Referencing mutual connections, shared interests, or specific pain points demonstrates genuine interest and increases response rates.

4. Avoid the Hard Sell

Financial services is a trust-based industry, and aggressive sales tactics backfire. 

Instead of pushing for an immediate sale, advisors should focus on relationship-building by providing consistent value, engaging in meaningful conversations, and letting sales happen naturally over time.

LinkedIn Marketing for Financial Advisors Success Story

Darren P. Wurz of Wurz Financial Services was struggling to market his firm effectively. His biggest challenges? 

Limited time and difficulty crafting compelling content.

Before working with Indigo Marketing Agency, Darren spent hours attempting to write blogs and newsletters, often hitting writer’s block and feeling frustrated with the process. 

With Indigo’s strategic marketing techniques, everything changed.

Using a LinkedIn-driven campaign, Darren was able to attract dozens of highly qualified attorneys to a custom webinar. 

Post-webinar, targeted follow-up emails encouraged attendees to schedule a call. 

The result? One of these prospects became Darren’s biggest client ever!

“I know [Indigo does] an excellent job because I landed my biggest client ever directly as a result of using their marketing techniques.” – Darren P. Wurz

With Indigo Marketing’s done-for-you services, Darren was able to eliminate marketing stress, present a polished professional brand, and focus on what he does best—serving his clients.

Read Darren’s full story here.

How Indigo Marketing Agency Helps Advisors Succeed

Advisors don’t have to struggle with LinkedIn marketing alone. 

Indigo Marketing Agency provides fully managed solutions, including:

Expert Messaging & Strategy Implementation: We craft compelling, targeted content and engagement strategies to drive real results.Done-for-You Content Creation: Advisors can stay top-of-mind with their audience without spending hours writing posts or emails.Turnkey Lead Generation: We handle the strategy, so advisors can simply show up and close more deals.

Learn about our marketing packages here.

Book Your Free Strategy Call Today

Ready to leverage LinkedIn marketing for financial advisors the right way? 

Book a free strategy call with Indigo Marketing Agency and gain exclusive access to top financial marketing insights designed to grow your practice.

Schedule Your Free Marketing Strategy Call Today Let’s find out what’s working—and what’s not—when it comes to your marketing. Get Started Check Out Our Related Video Content How Advisors Can Use Video To Stand Out (Webinar)

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READ MORE FAQs: LinkedIn Marketing for Financial Advisors How can LinkedIn help financial advisors generate more clients?

LinkedIn allows financial advisors to connect directly with high-value prospects, establish thought leadership through valuable content, and nurture leads with a structured sales funnel—all without relying on expensive ads.

What type of content should financial advisors post on LinkedIn?

Advisors should focus on educational blog posts, short and engaging videos, client success stories, and industry insights. The key is to provide real value that speaks to prospects’ pain points.

How do I turn LinkedIn connections into booked appointments?

The most effective strategy is to build a LinkedIn sales funnel. Start with a compelling lead magnet (like a free guide or webinar), follow up with personalized messages, and nurture leads with automated emails to encourage them to book a call.

What are the biggest mistakes financial advisors make on LinkedIn?

Common mistakes include posting forgettable content, lacking a clear sales funnel, sending spammy outreach messages, and being too salesy instead of building relationships.

How can Indigo Marketing Agency help with my LinkedIn strategy?

Indigo Marketing Agency provides done-for-you LinkedIn marketing services, including content creation, engagement strategies, and lead generation funnels, so you can focus on serving clients while we handle your marketing.

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