Claire Akin's Blog, page 21

How Guest Expert Articles Can Help You Get More Clients

Did you know guest expert articles are one of the best ways to get out in front of prospects and gain more clients as a financial advisor? This is a strategy that we deploy for several of our advisor clients—and it’s one of my personal favorites. 

Here’s how it works…

How to Do Guest Articles As a Financial Advisor

With this strategy, you bring in a guest expert to talk about a topic that’s relevant to your audience as a financial advisor and is relevant to the guest expert’s audience. Then you share it with both of your networks so prospects can learn more about both of you and your areas of expertise. 

For example, we worked with one of our advisors to bring in a personal injury lawyer to talk about how an unexpected injury could devastate a family’s financial plan. 

We interviewed the expert guest, who had several stories to share about how people never anticipate being the victim of an unexpected accident, but it happens more often than you think.  We then wrote the article for the advisor, and wrapped it up by putting the article on the advisor’s site along with the attorney’s contact information and credentials. We also got the lawyer to post it on their website, send it out to their email list, and share it on their social media channels.

Want to know what happened next? Prospects began to see that this advisor doesn’t just work by themselves; instead, they’re connected to all the top experts in their field and actively work to bring their clients the most helpful information possible. And the attorney’s clients began to see the same thing. It was a win-win for both of them.

Different Types of Experts to Consider

Guest posting is an excellent way to get in front of new people you don’t already know. Depending on your niche or client needs, you could bring on any of the following experts:

Divorce lawyerEstate planning attorneyMortgage brokerReal estate agent

Your options are pretty much endless. The key is to bring on someone who serves the same clients you do. You could do a guest post for them, they could do a guest post for you. It’s a great way to make new friends, expand your centers of influence, and reach more people.

There’s even a vacation planner in my neighborhood who helps plan once-in-a-lifetime trips for retirees. (Think of how beneficial it would be to get in front of all of her clients who can afford to fund dream vacations around the world.)

How to Learn More About Guest Posting 

Watch this three-minute video as I explain how guest expert articles can help you get more clients as a financial advisor:

If you need help strategizing ways to get in front of new prospects, schedule a free strategy session here. We’d love to help you develop a plan that brings in more clients you love.

And if you’re already a client of ours, let us know if you’d like to bring on a guest expert. We’ll interview them, write the article, and coach them on how to share it with their network.

The post How Guest Expert Articles Can Help You Get More Clients appeared first on Indigo Marketing Agency.

How the Best Financial Advisors Differentiate Themselves

If you feel like you’re in a crowded space as a financial advisor, it’s because you are. There are over 300,000 advisors in this country (including seven in my office building alone).

The financial services industry is getting more and more competitive every single year. Now more than ever, you need to work hard to differentiate yourself so you don’t sound like every other advisor on the block. 

But for many financial advisors, articulating what you do differently can be really difficult. 

I recently watched a video with Michael Kitces where he told a story about a time he attended a conference and sat on a panel with other advisors from his area. When asked what made each of them different, the first two advisors gave similar stories: they help people with financial planning problems and offer investment strategies.  

When it was Michael’s time to give his spiel, he got more specific. He talked about how he helps his clients:

Create an income plan for retirementNavigate the best time to file for Social SecurityConsolidate and create ad distribution plan for retirement accountsChoose a day to retire, and retirement income

At the end of the conference, Michael had several people come up to him asking for a business card and more information about what he does. The other two guys didn’t. 

There are two key lessons financial advisors can learn from Michael’s story: 

In order to truly stand out, you need to talk about your clients and the biggest problem you solve for them. They don’t care about what your firm does at an aggregate level or how many assets under management you have. They want to know what you can do for them.Don’t be afraid to alienate someone. You don’t need to appeal to 100% of the people you come in contact with. If you do this, you’ll blend in with the masses and no one will reach out to you. But if you alienate 90% of the people and drive the other 10% toward you, that’s a success.

Watch this four-minute video to learn more about how the best financial advisors differentiate themselves:

Need help crafting a marketing message that attracts “the 10%” and makes you stand out from the crowd? Schedule a free strategy session with me now. Together, we’ll talk about who you serve, what you do, and how you can differentiate yourself.

The post How the Best Financial Advisors Differentiate Themselves appeared first on Indigo Marketing Agency.

Best Practices for Using Testimonials in Your Marketing

If you’re like most advisors, you probably have a few concerns about the new testimonial rule. Your gut may be telling you to play it safe and wait to see how it goes for other advisors first.

But here’s the truth: there’s a HUGE advantage to getting out there before the crowd and having testimonials and reviews on your site before anyone else. The fear of being non-compliant shouldn’t hold you back from seizing this opportunity.

In this exclusive webinar, I team up with expert guest Leila Shaver of My RIA Lawyer to teach you best practices on how to use the new testimonial rule to market your RIA.

Together, Leila and I walk you through:

How the new testimonial rules work7 general violations to avoidHow to use the new testimonial rule to grow your businessWhat legal precautions you need to be aware ofHow to ask clients for testimonials without sounding pushy or desperateHow to use testimonials in your marketingThe 3 types of reviews every advisor needs

Leila has 10+ years of experience providing legal and compliance guidance to the financial services industry. She also served as a chief compliance officer (CCO) and general counsel to several multibillion-dollar companies before starting her own RIA compliance firm.

This webinar is completely free—and it’s a great use of your time if you want to know best practices for being compliant with the new testimonial rule.

Register now to save your spot.

Claire Akin, MBA

Claire Akin runs Indigo Marketing Agency, a marketing firm serving top independent financial advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It’s her goal to help specialist advisors target their ideal prospects with content marketing.

Leila Shaver
Leila Shaver is the Founder and Managing Partner of My RIA Lawyer. Leila brings a decade of experience providing legal and compliance guidance to the financial services industry with a healthy dose of energy, fun and full transparency. Her boldness with regulators, comfort with working in the gray, and experience as CCO and General Counsel to multi-billion dollar companies, has made her the go-to provider in the independent space.

The post Best Practices for Using Testimonials in Your Marketing appeared first on Indigo Marketing Agency.

Why Do People Hire a Financial Advisor?

Why do people really hire a financial advisor? As a financial professional, I’m sure this question has crossed your mind at least a dozen times. But in order to answer it, you have to look at why people buy any type of product or service.

I once heard it said, “People buy aspirin. They don’t buy vitamins.” In other words, people are more concerned about solving their short-term ailments than they are about their long-term well-being. 

Financial planning is no different. 

Even though financial planning is a long-term topic, people hire you because they think you can alleviate a pain point they’re experiencing right now. Yes, they may want the long-term benefits of having a solid financial plan, but those short-term solutions are what get them in the door.

This begs the question: As a financial advisor, how can you get prospects to view your services as an aspirin that alleviates their short-term pain instead of a vitamin that helps them long-term?

The answer lies in your marketing.

Watch this two-minute video to learn:

Which questions you should ask your clients to figure out why they really hired youHow you can use their answers to create a sense of urgency in your marketing

If you’d like help creating a marketing message that urges people to action, schedule a free strategy session with me now. Together, we’ll talk about who you serve, what you do, and how you can market your services as the key that solves your target audience’s biggest problems.

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

The post Why Do People Hire a Financial Advisor? appeared first on Indigo Marketing Agency.

8 Traits Clients Look for in a Good Financial Advisor

Do you know why your clients like working with you over other advisors? Do you know what traits clients look for? Contrary to popular belief, it likely has very little to do with your investment performance or fees. 

We did some research here at Indigo Marketing Agency. We sat down with our advisors’ clients and asked them why they love working with that particular advisor. Then we compiled all their answers into a word cloud and analyzed them against words top advisors use on their websites to see how the two compare. 

Our discovery was just as we suspected. There’s a stark difference between what advisors think clients care about versus what they actually care about. 

Watch this video to learn about the 8 traits clients look for in a good financial advisor. Then use them in your marketing to attract more prospects!

If you feel like your marketing is falling into a void, the words you’re using could be to blame. Register for my free webinar on How to Create a Provocative Value Proposition with Apollo Lupescu to learn how to truly articulate your value, so you can reach more prospects and charge what you’re worth.

Have questions or need help with your marketing? Schedule a free strategy session with me and we’ll talk about what’s working with your marketing, what’s not, and which areas could be improved.

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

The post 8 Traits Clients Look for in a Good Financial Advisor appeared first on Indigo Marketing Agency.

9 Top-Performing Webinar Topic Ideas (For Financial Advisors)

Did you know the topic you choose for your webinar is the most important factor determining its success? Do you need webinar topic ideas?

First of all, congratulations! You’ve decided that a webinar is just what you need to warm up prospects and convert them into clients. But now the big question is: Which webinar topic do you choose? 

There’s a lot of pressure weighing on this decision. The topic and title you choose for your webinar are two of the most important factors that will determine how well it performs. That’s why it’s worthwhile to do some research ahead of time to determine what topic will resonate most with your ideal clients.

In this article, we’ll go over: 

9 top-performing webinar topic ideas for financial advisors A behind-the-scenes look at our webinar process and how we’ve used it to help some advisors land their biggest clients yet.Which Webinar Topic Ideas Perform the Best? 

At Indigo Marketing Agency, we’ve created over a hundred webinars for both our website and our clients’ websites. After years of testing and research, we’ve found that the topics that perform best are the ones that solve an urgent problem for your target audience.

Some top-performing webinar topic ideas for financial advisors are: 

# Ways to Reduce Unexpected Risk to Your Retirement Savings# Ways to Reduce Your Risk to Your Retirement Savings# Ways to Increase Your Social Security Payments# Ways to Boost Your Savings Before RetirementChoose a timely topic.# Ways to Rebuild Your Retirement Savings After COVID-19# Ways to Maximize Your [COMPANY NAME] Benefits Package # Tips for Living a Happy, Healthy, & Wealthy RetirementHow to Choose the Best [COMPANY NAME] Pension Plan Payout for You

As you read through the webinar topic ideas on this list, you’ll find that they all have one thing in common: the topics are laser-focused around a central idea that adds a ton of value for the viewer. Whether they’re looking to boost their retirement savings or optimize their Social Security payments, they know that particular webinar will give them tangible advice on how to do it. 

And that’s the whole point of a webinar—to have the viewer walk away thinking, “Wow, this advisor really understands what I’m going through.” Don’t be afraid to cover a specific webinar topic idea. If it’s too broad, it’ll blend in with everyone else. 

How We Help Advisors Create a Custom Webinar That Speaks to Their Target Audience

At Indigo Marketing Agency, we offer custom webinar creation for financial advisors. We do all the heavy lifting ourselves by creating a 100% custom webinar that builds trust with your audience, converts more prospects, and gives them a low-stakes way to get to know you. 

Here’s a behind-the-scenes look at our 9-step process: 

1. We Help You Choose a Winning Topic

Before we ever make any topic recommendations, we have a complimentary strategy session with you where we talk about your firm, what you do, and who you serve best. Then, together, we strategize which webinar topic idea would resonate most with your ideal target audience.  

2. We Write Your Presentation

After you choose a topic, our team gets to work creating two different documents for you: your webinar presentation and a communications kit. This communications kit contains all the copy needed for your: 

Registration pageInvite emailsReferral emailsAfter-event emailsLinkedIn campaign (which we’ll talk about later)

We write everything with compliance in mind and deliver it to you via email for you to review. 

3. We Design Your Presentation

Once you and your compliance team approve the text-only version of your webinar and communications kit, we get started designing your presentation to match your firm’s website and branding. 

Here are three examples of designed webinars we’ve created for financial advisors: 

Sample #1Sample #2Sample #34. We Help You Record Your Presentation

Now that the designed presentation is in your hands, it’s time to record! This is where all the magic happens. 

I hear a lot of advisors say, “I’m great at closing sales, if I can just get a prospect in my office where I can talk to them one-on-one.” Well, consider this recording an opportunity to do just that! 

We encourage our advisors to present their webinar with as much enthusiasm and energy as they would if they were hosting an in-person seminar or meeting with a potential client in person. It’s your time to share your expertise, establish trust, and let your personality shine. 

We give you a few video examples to follow when it’s time to record, and we give you a cheat sheet on how to make the process as smooth as possible. 

5. We Automate Your Webinar So it Runs Automatically Every Day

Once you’ve finished recording, we give you a big ol’ congratulations and a virtual pat on the back because the hardest part is officially over. We then take your recording, edit the video, and automate it with our software so it runs on your website 24/7—even while you sleep!

6. We Create Your Registration Page

Once we’ve automated your webinar, we then create the registration page it’ll live on. This page is where prospects will go to sign up for your webinar. It contains a form that captures their name and email address when they sign up for a time slot, which then adds them to your email list where they’ll continue getting your email communications. 

We don’t publish anything on your website without your permission, so you’ll get an email from us with all the preview links to review when they’re ready. Once you and compliance give the green light, we’ll hit the “go” button and make everything live.

7. We Create & Send All the Emails for Your Webinar

Remember that communications kit I mentioned in Step 2? It consists of four promotional emails for your webinar: 

An invite email (which we send out to your list once a month for three months)A referral email (asking current clients to share with anyone they know)A “watch the replay” email (for those who missed signing up for your webinar the first time)An after-event email (which thanks viewers for attending your webinar and invites them to schedule a call with you to learn more)

We write, set up, and automate all of these emails in your email marketing platform for you, so you never have to lift a finger. It’s 100% done for you. 

8. We Add Your Webinar to Your Social Media Profiles

Another part of our promotional strategy includes adding a link to your webinar in the About sections of all your social media profiles. We also share the webinar across all your social media platforms twice a month for three months, giving it plenty of exposure. 

9. We Promote Your Webinar on LinkedIn

The final part of the webinar process is setting up your LinkedIn campaign. This campaign sends out five connection requests a day to people in your target audience (300 invites total). Once they accept your invite, they get a private message introducing yourself, telling them more about your firm, and inviting them to register for your webinar. 

Ready to Get Started?

There’s a lot of moving parts when it comes to creating a top-performing webinar, but that doesn’t mean you have to do it alone. We’ve created over 100 webinars for our website and our clients’ websites, and we’d love to help you do the same. 

If you’d like help creating a winning webinar for your website, schedule a free strategy session with us. We’ll help you strategize the perfect topic, and then we’ll write, design, automate, and promote everything for you. The only thing you’ll need to do is approve the material and record your presentation when it’s time. 

In as soon as a month, you can have a top-performing webinar that runs on your website 24 hours a day, 7 days a week, helping you convert more leads in your sleep! Learn more about our webinar creation package here. 

Want to learn how to do it yourself? We have tons of free webinars and articles on webinar creation. Check out these resources below and let us know if you have any questions! We’re always happy to help.

Webinar Marketing For Financial Advisors (free webinar)Top Secrets Of Webinar Marketing for Financial Advisors (free webinar)The Ultimate Guide To Creating Your First Marketing Webinar (blog post)The 8 Technologies You’ll Need to Create Your First Webinar (blog post)How To Choose A Winning Webinar Topic Idea (For Financial Advisors) (blog post)Webinars: The Secret To Increasing Your Conversion Rate (blog post)

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

The post 9 Top-Performing Webinar Topic Ideas (For Financial Advisors) appeared first on Indigo Marketing Agency.

7 Top-Performing Webinar Topic Ideas (For Financial Advisors)

Congratulations! You’ve decided that a webinar is just what you need to warm up prospects and convert them into clients. But now the big question is: Which webinar topic do you choose? 

There’s a lot of pressure weighing on this decision. The topic and title you choose for your webinar are two of the most important factors that will determine how well it performs. That’s why it’s worthwhile to do some research ahead of time to determine what topic will resonate most with your ideal clients.

In this article, we’ll go over: 

7 top-performing webinar topic ideas for financial advisors A behind-the-scenes look at our webinar process and how we’ve used it to help some advisors land their biggest clients yet.Which Webinar Topic Ideas Perform The Best? 

At Indigo Marketing Agency, we’ve created over a hundred webinars for both our website and our clients’ websites. After years of testing and research, we’ve found that the topics that perform best are the ones that solve an urgent problem for your target audience.

Some top-performing webinar topic ideas for financial advisors are: 

# Ways To Reduce Unexpected Risk To Your Retirement Savings# Ways To Increase Your Social Security Payments# Ways To Boost Your Savings Before Retirement # Steps To Rebuild Your Retirement Savings After COVID-19# Ways To Maximize Your [COMPANY NAME] Retirement Plan Benefits # Tips For Living A Happy, Healthy, & Wealthy Retirement How To Choose The Best [COMPANY NAME] Pension Plan Payout For You

As you read through the titles on this list, you’ll find that they all have one thing in common: the topics are laser-focused around a central idea that adds a ton of value for the viewer. Whether they’re looking to boost their retirement savings or optimize their Social Security payments, they know that particular webinar will give them tangible advice on how to do it. 

And that’s the whole point of a webinar—to have the viewer walk away thinking, “Wow, this advisor really understands what I’m going through.” Don’t be afraid to cover a specific webinar topic idea. If it’s too broad, it’ll blend in with everyone else. 

How We Help Advisors Create A Custom Webinar That Speaks To Their Target Audience

At Indigo Marketing Agency, we offer custom webinar creation for financial advisors. We do all the heavy lifting ourselves by creating a 100% custom webinar that builds trust with your audience, converts more prospects, and gives them a low-stakes way to get to know you. 

Here’s a behind-the-scenes look at our 9-step process: 

1. We Help You Choose a Winning Topic

Before we ever make any topic recommendations, we have a complimentary strategy session with you where we talk about your firm, what you do, and who you serve best. Then, together, we strategize which webinar topic idea would resonate most with your ideal target audience.  

2. We Write Your Presentation

After you choose a topic, our team gets to work creating two different documents for you: your webinar presentation and a communications kit. This communications kit contains all the copy needed for your: 

Registration pageInvite emailsReferral emailsAfter-event emailsLinkedIn campaign (which we’ll talk about later)

We write everything with compliance in mind and deliver it to you via email for you to review. 

3. We Design Your Presentation

Once you and your compliance team approve the text-only version of your webinar and communications kit, we get started designing your presentation to match your firm’s website and branding. 

Here are two examples of designed webinars we’ve created for financial advisors: 

Sample 1: Designed webinar for financial advisorsSample 2: Designed webinar for financial advisors4. We Help You Record Your Presentation

Now that the designed presentation is in your hands, it’s time to record! This is where all the magic happens. 

I hear a lot of advisors say, “I’m great at closing sales, if I can just get a prospect in my office where I can talk to them one-on-one.” Well, consider this recording an opportunity to do just that! 

We encourage our advisors to present their webinar with as much enthusiasm and energy as they would if they were hosting an in-person seminar or meeting with a potential client in person. It’s your time to share your expertise, establish trust, and let your personality shine. 

We give you a few video examples to follow when it’s time to record, and we give you a cheat sheet on how to make the process as smooth as possible. 

5. We Automate Your Webinar So It Runs Automatically Every Day

Once you’ve finished recording, we give you a big ol’ congratulations and a virtual pat on the back because the hardest part is officially over. We then take your recording, edit the video, and automate it with our software so it runs on your website 24/7—even while you sleep!

6. We Create Your Registration Page

Once we’ve automated your webinar, we then create the registration page it’ll live on. This page is where prospects will go to sign up for your webinar. It contains a form that captures their name and email address when they sign up for a time slot, which then adds them to your email list where they’ll continue getting your email communications. 

We don’t publish anything on your website without your permission, so you’ll get an email from us with all the preview links to review when they’re ready. Once you and compliance give the green light, we’ll hit the “go” button and make everything live.

7. We Create & Send All The Emails For Your Webinar

Remember that communications kit I mentioned in Step 2? It consists of four promotional emails for your webinar: 

An invite email (which we send out to your list once a month for three months)A referral email (asking current clients to share with anyone they know)A “watch the replay” email (for those who missed signing up for your webinar the first time)An after-event email (which thanks viewers for attending your webinar and invites them to schedule a call with you to learn more)

We write, set up, and automate all of these emails in your email marketing platform for you, so you never have to lift a finger. It’s 100% done for you. 

8. We Add Your Webinar To Your Social Media Profiles

Another part of our promotional strategy includes adding a link to your webinar in the About sections of all your social media profiles. We also share the webinar across all your social media platforms twice a month for three months, giving it plenty of exposure. 

9. We Promote Your Webinar On LinkedIn

The final part of the webinar process is setting up your LinkedIn campaign. This campaign sends out five connection requests a day to people in your target audience (300 invites total). Once they accept your invite, they get a private message introducing yourself, telling them more about your firm, and inviting them to register for your webinar. 

Ready To Get Started?

There’s a lot of moving parts when it comes to creating a top-performing webinar, but that doesn’t mean you have to do it alone. We’ve created over 100 webinars for our website and our clients’ websites, and we’d love to help you do the same. 

If you’d like help creating a winning webinar for your website, schedule a free strategy session with us. We’ll help you strategize the perfect topic, and then we’ll write, design, automate, and promote everything for you. The only thing you’ll need to do is approve the material and record your presentation when it’s time. 

In as soon as a month, you can have a top-performing webinar that runs on your website 24 hours a day, 7 days a week, helping you convert more leads in your sleep! Learn more about our webinar creation package here. 

Want to learn how to do it yourself? We have tons of free webinars and articles on webinar creation. Check out these resources below and let us know if you have any questions! We’re always happy to help.

Webinar Marketing For Financial Advisors (free webinar)Top Secrets Of Webinar Marketing for Financial Advisors (free webinar)The Ultimate Guide To Creating Your First Marketing Webinar (blog post)The 8 Technologies You’ll Need to Create Your First Webinar (blog post)How To Choose A Winning Webinar Topic Idea (For Financial Advisors) (blog post)Webinars: The Secret To Increasing Your Conversion Rate (blog post)

The post 7 Top-Performing Webinar Topic Ideas (For Financial Advisors) appeared first on Indigo Marketing Agency.

Meet Our Team: Heidi’s Story

If you’re one of our current clients, then you’ve probably had the privilege of working with Heidi Wilson—one of our superstar Account Managers. 

Heidi is an incredible asset to our team and spends a great deal of her time working with financial advisors, helping them tell their stories and answer their questions. 

But what you may not know is that Heidi’s mom was actually a financial advisor, which is what inspired her to start a career in this industry.  

The story of Heidi and her mom is one of trials and triumphs, so I wanted to share it with you today. Give it a read below or watch this short video to hear Heidi’s story in her own words. 

        

 

  

 

 

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.w-css-reset-max-width-none-important{max-width:none!important}<br /> #wistia_chrome_1140 #wistia_grid_1147_wrapper .w-css-reset-button-important{border-radius:0!important;color:#fff!important;}<br />       #wistia_grid_1147_wrapper{-moz-box-sizing:content-box;-webkit-box-sizing:content-box;box-sizing:content-box;font-family:Arial,sans-serif;font-size:14px;height:100%;position:relative;text-align:left;width:100%;}<br />#wistia_grid_1147_wrapper *{-moz-box-sizing:content-box;-webkit-box-sizing:content-box;box-sizing:content-box;}<br />#wistia_grid_1147_above{position:relative;}<br />#wistia_grid_1147_main{display:block;height:100%;position:relative;}<br />#wistia_grid_1147_behind{height:100%;left:0;position:absolute;top:0;width:100%;}<br />#wistia_grid_1147_center{height:100%;overflow:hidden;position:relative;width:100%;}<br />#wistia_grid_1147_front{display:none;height:100%;left:0;position:absolute;top:0;width:100%;}<br />#wistia_grid_1147_top_inside{position:absolute;left:0;top:0;width:100%;}<br />#wistia_grid_1147_top{width:100%;position:absolute;bottom:0;left:0;}<br />#wistia_grid_1147_bottom_inside{position:absolute;left:0;bottom:0;width:100%;}<br />#wistia_grid_1147_bottom{width:100%;position:absolute;top:0;left:0;}<br />#wistia_grid_1147_left_inside{height:100%;position:absolute;left:0;top:0;}<br />#wistia_grid_1147_left{height:100%;position:absolute;right:0;top:0;}<br />#wistia_grid_1147_right_inside{height:100%;right:0;position:absolute;top:0;}<br />#wistia_grid_1147_right{height:100%;left:0;position:absolute;top:0;}<br />#wistia_grid_1147_below{position:relative;} How It All Started: The Story Of Heidi’s Mom

At the age of 46, Heidi’s mom was laid off from her job in hospital management. She was a single mom and divorcee, so she had to immediately figure out how to help support her teenage daughters. 

Heidi’s mom had always invested in the market (she’d learned about it from her dad, who owned a grocery store in a tiny town in Illinois). So she decided to look for a job in financial services. 

It wasn’t easy for her to convince a brokerage firm to hire her because:

It was 1986—a time where there weren’t many female financial advisors.She didn’t have any sales experience. 

But she didn’t let that stop her. Heidi’s mom ended up getting a job with Dean Witter, where she was the only female broker in their local office for two years.  

How Heidi’s Mom Inspired Her When She Was Young

Heidi vividly remembers her mom working seven days a week, 12 hours a day trying to find new clients. She would spend nights and weekends going through the phone book making cold calls. 

Anywhere they went as a family was an opportunity for her mom to network. It didn’t matter if it was a gas station or the grocery store. 

In fact, one time Heidi’s mom took her and her sister to an art show where she collected business cards from all of the artists. She then spent the next few days calling every single one of them to see if they needed financial help. This strategy worked—she actually ended up getting one of them as a client! 

Heid’s mom tended to work with a lot of female clients because she knew there would come a time where they’d be the heads of their household—either by divorce or death. She encouraged these women to understand their finances and make decisions for themselves so they’d be in control if life ever happened. 

Heidi used to joke with her mom that she was more like a life coach than a financial advisor for many of these women. Looking back, she understands why so many of her mom’s clients needed her. 

The Story Of 1987

Heidi’s mom had just become a broker when the stock market crashed in 1987—a day Heidi will never forget. She was a freshman in college at the time, and she’d just broken her wrist. She called up her mom crying, asking for help on what to do. 

Heidi’s mom had just become a broker when the stock market crashed in 1987—a day Heidi will never forget. She was a freshman in college at the time, and she’d just broken her wrist. She called up her mom crying, asking for help on what to do. 

Heidi’s mom calmly told her that the stock market had just crashed and that she’d need to go to the emergency room by herself to get it taken care of. Needless to say, Heidi grew up a lot that day. 

Her mom spent 19 years as a financial advisor. To this day, Heidi is still amazed at all she accomplished during those two decades. Her mom is retired now but is still friends with many of her clients from all those years ago.

Why Heidi’s Work At Indigo Is So Important To Her

Heidi admits that she didn’t appreciate all the work her mom did for her clients when she was young, but now she completely gets it. She really enjoys building relationships with her advisors and getting a firsthand look at all the work they do for their clients. She sees all the unique ways her advisors go above and beyond, and it makes her proud to be able to support them.

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.

The post Meet Our Team: Heidi’s Story appeared first on Indigo Marketing Agency.

Heidi’s Story

If you’re one of our current clients, then you’ve probably had the privilege of working with Heidi Wilson—one of our superstar Account Managers. 

Heidi is an incredible asset to our team and spends a great deal of her time working with financial advisors, helping them tell their stories and answer their questions. 

But what you may not know is that Heidi’s mom was actually a financial advisor, which is what inspired her to start a career in this industry. 

The story of Heidi and her mom is one of trials and triumphs, so I wanted to share it with you today. Give it a read below or watch this short video to hear Heidi’s story in her own words. 

How It All Started: The Story Of Heidi’s Mom

At the age of 46, Heidi’s mom was laid off from her job in hospital management. She was a single mom and divorcee, so she had to immediately figure out how to help support her teenage daughters. 

Heidi’s mom had always invested in the market (she’d learned about it from her dad, who owned a grocery store in a tiny town in Illinois). So she decided to look for a job in financial services. 

It wasn’t easy for her to convince a brokerage firm to hire her because:

It was 1986—a time where there weren’t many female financial advisors.She didn’t have any sales experience. 

But she didn’t let that stop her. Heidi’s mom ended up getting a job with Dean Witter, where she was the only female broker in their local office for two years.  

How Heidi’s Mom Inspired Her When She Was Young

Heidi vividly remembers her mom working seven days a week, 12 hours a day trying to find new clients. She would spend nights and weekends going through the phone book making cold calls. 

Anywhere they went as a family was an opportunity for her mom to network. It didn’t matter if it was a gas station or the grocery store. 

In fact, one time Heidi’s mom took her and her sister to an art show where she collected business cards from all of the artists. She then spent the next few days calling every single one of them to see if they needed financial help. This strategy worked—she actually ended up getting one of them as a client! 

Heid’s mom tended to work with a lot of female clients because she knew there would come a time where they’d be the heads of their household—either by divorce or death. She encouraged these women to understand their finances and make decisions for themselves so they’d be in control if life ever happened. 

Heidi used to joke with her mom that she was more like a life coach than a financial advisor for many of these women. Looking back, she understands why so many of her mom’s clients needed her. 

The Story Of 1987

Heidi’s mom had just become a broker when the stock market crashed in 1987—a day Heidi will never forget. She was a freshman in college at the time, and she’d just broken her wrist. She called up her mom crying, asking for help on what to do. 

Heidi’s mom had just become a broker when the stock market crashed in 1987—a day Heidi will never forget. She was a freshman in college at the time, and she’d just broken her wrist. She called up her mom crying, asking for help on what to do. 

Heidi’s mom calmly told her that the stock market had just crashed and that she’d need to go to the emergency room by herself to get it taken care of. Needless to say, Heidi grew up a lot that day. 

Her mom spent 19 years as a financial advisor. To this day, Heidi is still amazed at all she accomplished during those two decades. Her mom is retired now but is still friends with many of her clients from all those years ago.

Why Heidi’s Work At Indigo Is So Important To Her

Heidi admits that she didn’t appreciate all the work her mom did for her clients when she was young, but now she completely gets it. She really enjoys building relationships with her advisors and getting a firsthand look at all the work they do for their clients. She sees all the unique ways her advisors go above and beyond, and it makes her proud to be able to support them.

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.

The post Heidi’s Story appeared first on Indigo Marketing Agency.

What Is Your “Tee Box” Branding Statement?

Do you have a “tee box” branding statement? Ya know, that one-sentence answer you give when you’re about to tee off at the golf course and someone asks, So, what do you do? 

So many advisors don’t have an answer to this question—and they stumble over their words when trying to articulate who they are and what they do.

But by creating a one-sentence, “tee box” branding statement, you ALWAYS have a short and sweet answer ready to go—one that piques people’s interest, helps you connect with them, and invites them to ask more questions about what you do. 

And guess what? You don’t even need to play golf to use it. You’ll have a succinct answer anytime you strike up a conversation at a dinner party, in the elevator, at the doctor’s office, in the grocery store, everywhere!

Watch this three-minute video now to learn more about: 

What is a “tee box” branding statement?Examples of “tee box” branding statements and how it helps you reach more clients Resources you can use to confidently craft a statement that encompasses who you serve and how you help

What Is Your “Tee Box” Branding Statement?

The idea of a “tee box” branding statement came from one of my marketing mentors and dear friends, Bill Cates. You can read his latest book, Radical Relevance, to learn how to sharpen your marketing message and win more ideal clients. 

Bill and I also co-host a workshop webinar on choosing your niche, which you can sign up for if you need help identifying a viable target market. 

I also have another popular webinar with Apollo Lupescu from Dimensional Fund Advisors on How To Create A Provocative Value Proposition. If you’re struggling to identify what makes you different from other advisors (ya know, your secret sauce), this webinar is for you.

As always, if you feel overwhelmed by your marketing or simply don’t know where to start, we’re here to help. Schedule a free strategy session and we’ll help you put a marketing plan in place that attracts more of your A+ clients.  

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