Claire Akin's Blog, page 28
March 5, 2020
Top 10 Books For Financial Advisors in 2020
I know many financial advisors who are always on the hunt for a new book to read. When you’re in an industry you’re passionate about, you want to do everything you can to hone your craft and be the best you can be. There’s certainly no shortage of books geared toward financial advisors, but your time is precious, so it’s important to select the right one.
That’s why I’m excited to share with you the top 10 books financial advisors should read in 2020. These are some of my favorite books. Each contains nuggets of wisdom you can use to take your financial planning business to new heights this year. Enjoy!
1. The Sustainable Edge by Ron Carson & Scott Ford
Best for: Advisors looking for work-life balance
The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life is one of my personal favorites. It helps advisors focus on their most important work each week, so they can create a life that gives them true fulfillment. The book is divided up into nine chapters—each of which ends with worksheets and templates to help you improve productivity.
Ron Carson and Scott Ford, the authors, are household names in the financial industry. Ron is the founder and CEO of Carson Wealth, which has $15 billion in assets under advisement. Scott is the CEO of Cornerstone Wealth Management Group and ranks in the top 1% of all LPL financial advisors.
Ron Carson recently joined me as a guest on my podcast, The Marketing Podcast for Financial Advisors, where we talked about preparing to sell your financial advisory firm. If you’re looking to sell your practice in the near future, this podcast is a must-listen.
2. Getting Things Done by David Allen
Best for: Financial advisors who have too much to do and too little time to do it
It’s nearly impossible to have a clear head when there are a million things on your to-do list and you feel pulled in every direction. Getting Things Done: The Art of Stress-Free Productivity is all about giving you the tips, tools, and tricks you need to be your most productive self. After all, many financial advisors aren’t as successful as they wish because they struggle with time management. This book changes that.
Getting Things Done is written by David Allen, one of the world’s leading experts on organization and productivity. He’s spent the past 30+ years working as a management consultant and executive coach to large companies such as New York Life, the World Bank, and the U.S. Navy.
3. Radical Relevance by Bill Cates
Best for: Financial advisors who want to sharpen their marketing message and win more clients
Radical Relevance is an amazing new book that helps advisors articulate what they do best and whom they serve. In a digital world where prospects and clients are overloaded with noisy marketing messages, this book helps you pinpoint your value proposition and stand out from the crowd.
Bill Cates has helped over 20,000 financial advisors get quality clients. He’s a Hall of Fame keynote speaker and one of my industry mentors.
Wondering how to choose the best niche for your firm? Bill and I have a workshop webinar where we help financial advisors choose a specialty and create a radically relevant marketing message. You can check it out here.
4. The Million-Dollar Financial Advisor by David J. Mullen, Jr.
Best for: Advisors who want to be top producers in the financial services industry
Ever wonder how the top financial advisors became so successful? The Million-Dollar Financial Advisor interviews 15 mega-successful advisors who generate at least $3 million in business annually. The author, David J. Mullen, Jr., condensed their stories down into 13 step-by-step lessons that teach you how to build a winning practice—whether you’re a new or experienced financial advisor.
If you’re looking to strengthen existing client relationships, build a strong referral network, and learn how to be successful regardless of market conditions, then this book is for you.
5. The Marketing Guide for Financial Advisors by Claire Akin
Best for: Financial advisors who want to know what it takes to win clients in today’s digital world
I meet with advisors every day who are frustrated by the fact that old marketing techniques don’t work anymore. To make matters worse, many of these advisors have been burned by expensive marketing schemes that don’t produce results.
In my latest book, The Marketing Guide for Financial Advisors, I demystify marketing for financial advisors and give concrete steps on how to hone your niche, generate leads online, stay engaged with clients, improve your social media presence, and more. I also break down each major digital marketing channel and give tips on how to use each one to grow your AUM.
6. Storyselling for Financial Advisors by Scott West & Mitch Anthony
Best for: Financial advisors who want to learn how to effectively communicate their message
The financial services industry gets a bad rap for being dull and boring. Storyselling for Financial Advisors teaches you how to connect with your prospects through stories instead of spewing out a long list of facts, statistics, and numbers.
Financial advisors can leverage the techniques in this book to calm their clients’ fears, eliminate their doubts, and improve their lives. Plus, it features concrete examples of how to alter your message to fit your target audience, so you can effectively communicate with women, the affluent, and those over 50.
7. Ineffective Habits of Financial Advisors by Steve Moore & Gary Brooks
Best for: Advisors who want to streamline their practices by breaking ineffective habits that are unknowingly holding them back
In the book Ineffective Habits of Financial Advisors, the authors break down seven seemingly harmless habits that prevent financial advisors from building successful, satisfying businesses. Each chapter starts out with one ineffective habit you may possess as a financial advisor. Then it provides step-by-step strategies, templates, and checklists you can use to break that bad habit and replace it with a winning one.
8. The Art of Selling to the Affluent by Matt Oechsli
Best for: Financial advisors who want to attract and retain wealthy clients
If you’ve ever wanted to crawl into the minds of your affluent clients to figure out what makes them tick, then this book is for you. The author, Matt Oechsli, includes a breadth of statistical data that reveals how affluent people think, feel, and react to challenges they face on a day-to-day basis. The author then uses this data to show you how to tighten up your marketing message so you can attract, service, and retain affluent clients for decades to come.
9. The Go-Giver by Bob Burg & John David Mann
Best for: Financial advisors who want to harness the power of giving back
Many business owners think that they need to be successful before they can give back. The Go-Giver turns that logic on its head. Instead of giving after you’ve achieved success, this book challenges the idea that being a giving person is what leads to success in the first place.
Unlike other suggestions on my list, this one is a bestselling novel that follows the story of a fictional character named Joe who learns that giving is the secret to living a rich, full, and fulfilling life. If you’re looking to find more meaning in your business or personal life, I highly recommend this book.
10. The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It by Michael E. Gerber
Best for: Financial advisors who want to scale their business and increase revenue
Most of the advisors I work with know financial planning through and through, but they haven’t built their businesses in a way that is scalable or delivers the same quality of service to each client. The result is that they’re burned-out and unable to grow past a certain revenue. This book explains how to overcome that.
The E-Myth Revisited has sold over 1 million copies since publication and is ranked #3 on Amazon’s Best Seller list for small businesses.
The Wrap-Up
If you’re looking to hone your skills as a financial planner, RIA, or independent advisor, I hope you read some of these top 10 books for financial advisors. If you do, please let me know what you think.
Are there any financial advisor books you think should be added to the list? I’m always looking for a new book to read, so drop them in the comments below.
The post Top 10 Books For Financial Advisors in 2020 appeared first on Indigo Marketing Agency.
February 27, 2020
What Should You Tell Your Clients About The Coronavirus?
The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year.
Investors are understandably nervous about their money and their health.
But as a financial advisor, how should you communicate with your clients about the uncertainty?
Never let a good crisis go to waste, or in this case, a dip in the stock market. Market volatility is a powerful marketing opportunity for three reasons.
First, it is good client service to educate your clients and calm their fears during market declines. Educated clients are happier and feel better about their relationship with their advisor.
Second, your campaign about volatility is likely to get twice as many views and shares as your other campaigns.
Third, prospects have unprecedented urgency to act during an uncomfortable market dip.
If you’re a current client of ours, simply reply to this email and we’ll prepare a blog post to go out on your behalf.
If you aren’t a client and would like our free template for market declines, click here.
Do you need help sending out marketing communications? Get in touch with us today here.
The post What Should You Tell Your Clients About The Coronavirus? appeared first on Indigo Marketing Agency.
February 12, 2020
The Top 7 Financial Advisor Technology Tools for 2020
The technology you use for your financial advisory firm can make or break the client experience. A slow website, complicated financial planning software, irrelevant emails—these can all leave a sour taste in your clients’ mouths and leave them searching for someone else.
But the right technology has the opposite effect. It empowers your clients to take control of their financial lives. It makes them excited to get in touch with you. It keeps a steady stream of relevant content in their inboxes so you always stay top-of-mind.
Interested in learning more? Here are 7 financial advisor technology tools you should be using in 2020.
1. Website: FMG Suite, Twenty Over Ten, or WordPress
Your website is at the core of your business, your branding, and your marketing strategy. Having a fast, secure, and mobile-responsive website is essential for growing your firm. There are a handful of popular website options for financial advisors, so it all boils down to your personal preference.
If I were an advisor, I would build my site in WordPress. It’s one of the best technology platforms out there and gives you complete control over your site. Instead of being limited by a company’s website templates and their customer service department, you have free reign to build your site exactly how you want. Plus, you only pay for your hosting each month (which is usually $10 to $15 a month).
On the downside, WordPress isn’t that intuitive and you have to work with your own website developer to update your site.
If that sounds like too much trouble, two other good options are FMG Suite and Twenty Over Ten. Both companies exclusively serve financial advisors and come with FINRA-reviewed content for your site.
The downside is that they’re more expensive than WordPress. They may have some technical and design limitations, and you’ll have to go through customer service to make changes.
If you want to dive deep into the Best Website Options for Financial Advisors, check out my webinar on the subject here.
2. CRM: Wealthbox or Redtail
Strong client relationships are at the top of every financial advisor’s list—and choosing the right customer relationship management (CRM) system is a powerful way to stay one step ahead of the game.
The right CRM saves you time and keeps your business organized. It closes leads, manages existing client relationships, and tracks your prospects for you.
Redtail is one of the best CRMs for financial advisors. It’s feature-rich and integrates with other financial advisor technology tools such as Riskalyze, FMG Suite, eMoney, and more.
Next up is Wealthbox. Its easy-to-use interface requires zero training. You can use this platform to do everything from interacting with clients on social media and scheduling calls to managing projects and running in-depth reports.
3. Financial Planning Software: eMoney or MoneyGuidePro
Over 80% of advisors use financial planning software, according to a survey by Financial Planning. Of all the financial planning software available, 31% use MoneyGuidePro and 21% use eMoney. Both are excellent choices. The key here is to use something you’re comfortable with that supports your financial planning process.
eMoney is one of the coolest financial planning software I’ve ever seen. It has eye-catching illustrations that help you communicate complex financial topics to your clients. You can run what-if scenarios to see how certain financial decisions will impact your clients down the road. Plus, it has a secure vault that lets your clients upload and store sensitive documents.
MoneyGuidePro is another heavy player in the financial planning software space. It’s not quite as sophisticated as eMoney, but I know many advisors who use it and love it.
Source: Financial Planning advisor technology survey
4. Secure Password Storage: LastPass or 1Password
Michael Kitces often writes that he’ll pay $100 for a technology that saves at least one minute per day. This means that he’ll save 20 minutes per month, which equals half a workday per year.
You may not realize how much time you spend logging into your various online accounts—both personal and professional—but secure password storage that automatically logs you in saves hours each month. It also makes you more apt to quickly complete small tasks without a lot of friction, which makes you more productive and successful overall.
Two of the most popular password storage vaults are LastPass and 1Password. Both generate and store passwords and require you to remember only one master password. But I recommend LastPass to my clients because it’s more streamlined and it’s easier to safely share passwords with other team members.
5. Online Calendar Scheduler: Calendly, ScheduleOnce, or TimeTrade
If you don’t have an online appointment scheduler yet, you’re missing out on leads and wasting a lot of time. Online schedulers make life easy for your clients, your team, and prospects who may want to schedule a 15-minute phone call at 8:00 p.m. on a Tuesday night.
The key here is to check with your compliance department to choose the right tool. I really like the simplicity of Calendly, but our clients have also had success with ScheduleOnce and TimeTrade.
6. Email Marketing Engine: MailChimp
My rule of thumb for email marketing is to keep it simple. Tech-savvy advisors will often come to us using ActiveCampaign or Infusionsoft, which are both expensive and complicated. But the reality is that in an industry where each lead has a high value, there’s no need to use complicated systems to segment your prospects. You or someone on your team should follow up with everyone who shows an interest in working with your firm.
I recommend keeping your email automations as simple as possible. For example, you can use your best-performing content in a welcome automation for everyone who joins your email list.
Here’s a sample automation:
Why I Created My Firm
What We Do & Who We Serve
Our Webinar: What it’s Like to Work With Us
Schedule Your Free Q&A Phone Call Now
Questions About Your Financial Situation? Ask Away
After that automation, every email contact should go on your main email list, where you share valuable and relevant content at least once a month. Topics might include:
Join Us for Our Upcoming Event
What Do the Election Results Mean for Your Portfolio?
What We Are Thankful For in 2020
Meet Our New Client Coordinator!
Keeping your email automations as simple as possible means you have more time to focus on increasing conversion rates. Plus, it lowers the chance of anyone getting too many emails or finding themselves in the wrong “funnel.”
MailChimp’s automation features are easy to use and the pricing is reasonable, which is why it’s our favorite email marketing system.
7. Virtual Meeting Software: GoToMeeting or Zoom
Keeping up with face-to-face connections in a digital world is challenging—especially when your clients have moved across the country, are no longer mobile, or are traveling.
An easy-to-use virtual meeting software is critical because it cuts down on traveling time and eliminates potential technical problems. It’s important to have a good webcam and audio set up so you can easily video-chat with your clients, but also quickly share your screen or see their screen when needed.
GoToMeeting and Zoom are two of our favorite virtual meeting platforms. They’re simple, user-friendly, and have all the features you need to quickly and efficiently meet with clients.
How to Choose the Best Financial Advisor Technology Tools
My advice when choosing technologies for your firm is to keep it simple. By using one of the most popular, proven tools, you’re more likely to have a positive experience. You’ll be able to use the tool for a long time without worrying about the company going out of business or suspending updates to their platform (which happens more often than you think).
Remember, technology is supposed to make your life easier, not harder. Resist the urge to choose a tool with more capabilities than you’ll ever use. It will only overwhelm you as you struggle to learn a new platform.
If you feel comfortable using a software to its fullest potential, you’ll be happier, more confident, and more apt to use it on a regular basis.
Wondering how to choose the best financial advisor technology for your firm? Check out my top tips here.
The post The Top 7 Financial Advisor Technology Tools for 2020 appeared first on Indigo Marketing Agency.
How To Choose Your Niche & Create A Radically Relevant Marketing Message (Workshop Webinar)
Do you need help identifying a viable target market and creating a message that resonates with that group?
This new webinar is the answer to the question I get all the time from advisors, which is: How do I figure out the best niche for my firm?
To answer this question, I’ve brought in Bill Cates, bestselling author of Get More Referrals and Beyond Referrals. Bill’s top-rated new book, Radical Relevance, is the definitive resource on how financial advisors can choose the best niche for them and sharpen their marketing message to cut through the noise.
In this exclusive webinar, Bill and I will walk you through the exact process we recommend for:
How to figure out what you do best
Considering the clients you love serving
Identifying your potential niches
Evaluating niches based on how viable they are
Deciding who you want to attract and who you want to repel
Creating a clear vision to grow your firm
Drafting a marketing message that resonates with your ideal prospects
Real-life examples from top advisors that work!
Before you invest time and money in your marketing plan, it’s important to create a marketing message that compels your ideal clients to take action.
Bill and I will go over the common mistakes advisors make as well as the keys to unlocking your radically relevant message, including his 7 steps to a radically relevant message:
Your core mission: Which critical benefits do you deliver?
Client-centered why: Why do you go to work every day?
The problem you solve: Which urgent problem do you solve for a specific group?
Your ideal client: Who do you serve and where can we find them?
How you solve the problem: What is your unique solution?
Proof that you can solve their problems: Using social proof without testimonials
Your points of distinction: Why do clients choose you?
Once we cover the 7 steps, we’ll walk you through exactly how to articulate your radically relevant message. Register to save your seat at the webinar today!
The post How To Choose Your Niche & Create A Radically Relevant Marketing Message (Workshop Webinar) appeared first on Indigo Marketing Agency.
February 10, 2020
How To Choose The Best Niche For You (Book Recommendation)
Before you spend a lot of time and money on your marketing, it’s important to first figure out exactly who you want to reach and the message that will resonate best with those people. Many of the advisors I speak with are stuck, not knowing how to embrace a specialty or focus their marketing message.
Luckily, there’s a fantastic new book that can help. Bill Cates, bestselling author of Get More Referrals, has coached thousands of financial services professionals to figure out who they serve best and how to get more introductions to their ideal clients.
In his brand-new book Radical Relevance, Bill explains why advisors need to choose a niche, how to identify the best niche for you, and ways to test a given niche for viability, including asking yourself:
Do they have big problems that are already identified?
Can they afford you?
Are they easy to find and contact?
Is the segment large enough?
Do you enjoy working with them?
Radical Relevance walks you through the process of evaluating potential target markets, identifying who you want to attract most, and accepting that there will be some prospects that you repel in the process.
At the end of the book, you’ll create your own radically relevant marketing message that cuts through the noise and compels your ideal prospect to learn more about what you do.
Once you finish the exercises in the book, you will be ready to embrace a specialty with your marketing and start winning more ideal clients. Watch this short video now to learn more, and keep an eye out for an invitation for my exclusive Radical Relevance Workshop Webinar with Bill Cates next week!
The post How To Choose The Best Niche For You (Book Recommendation) appeared first on Indigo Marketing Agency.
February 6, 2020
How Advisor Bryan Lee Partnered With Indigo Marketing Agency To Strengthen His Firm’s Digital Presence (Q&A)
Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. In addition to being a Certified Financial Planner (CFP®) practitioner, his educational background includes an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton.
Learn Why This Independent Financial Advisor Chose Indigo Marketing Agency
What do real-life clients have to say about working with Indigo Marketing Agency? In this series, we talk with independent financial advisors to bring you the inside scoop on what it’s like to work with us.
In this client profile, I’m pleased to introduce you to Bryan Lee, CFP®, the founder and president of Strategic Financial Planning, an independent, fee-only financial advisory firm located in Plano, Texas. With over 25 years of industry experience, Bryan uses a unique client-first financial life planning approach and process to help his clients get the most out of life.
This is what he has to say about working with Indigo Marketing Agency.
1. What are your main marketing challenges?
Answer: One of our biggest challenges is clearly articulating in our website and marketing materials who our ideal clients are and how we can best help them. Just dedicating the time and resources consistently to marketing was a challenge, and we knew Indigo would help us make that commitment to marketing without requiring extra time on our part.
2. What inspired you to look for help with your marketing?
Answer: As financial advisors, we often encourage clients to turn to experts when they don’t have the time or resources to do something themselves. We thought this made sense for us to do as well. Not only did we want Indigo’s expertise, but we felt doing our own marketing wasn’t a good use of our time considering all that we have on our plate when it comes to helping our clients.
3. How did you come across Indigo Marketing Agency?
Answer: I was referred to Indigo by my friend and study group member Michael Donahoe at Harvest Asset Group, who sang their praises.
4. Why did you decide to work with us instead of another firm?
Answer: The referral from Michael gave you instant credibility. Plus, I was very impressed by your direct, no-nonsense, non-salesy approach—which was the opposite of what I often see from other marketing consultants.
I liked that there wasn’t a long-term contract, so I could cancel at any time. This is similar to the model I use with my clients. If they don’t continue to provide value to my firm, then Indigo knows I will no longer be a client. This is a great incentive for Indigo to continue earning their fee. Plus, it’s a business model I like and am comfortable with.
Each member of my team did their own due diligence and gave a thumbs-up to moving forward with Indigo as well.
5. What are the key things we’ve helped you with so far?
Answer: So far, Indigo has helped us do three major things:
Improve the SEO of our website and blog.
Coordinate the marketing language and images across our website, blog, Google Business Profile, and social media.
Develop a blog content calendar.
6. How are you feeling about your marketing now?
Answer: I’m very pleased with Indigo’s work so far and expect to see our SEO and target prospect flow continue to improve.
7. What are your business goals for 2020?
Answer: We would like to see our revenue grow at least 20% while only adding ideal new clients. We’d also like to see a 100% retention rate with our existing clients, which we believe is attainable with the help of Indigo Marketing Agency’s team.
8. Who would you recommend using Indigo Marketing Agency?
Answer: I’d recommend any financial planning or wealth management firm that wants to grow with targeted clients while refining their ideal marketing plan for their business.
I’d like to thank Bryan Lee, CFP®, of Strategic Financial Planning for sharing how Indigo Marketing has helped his firm. We’re thrilled to work alongside an independent financial advisor whose values align with ours—and we’re excited to see what 2020 has in store for Strategic Financial Planning!
Do you have questions or concerns about your current marketing strategy? We’d love to chat with you about how we can help. Schedule your free strategy call here.
The post How Advisor Bryan Lee Partnered With Indigo Marketing Agency To Strengthen His Firm’s Digital Presence (Q&A) appeared first on Indigo Marketing Agency.
How Bryan Lee Uses Indigo Marketing Agency To Strengthen His Firm’s Digital Presence (Q&A)
Ever wonder what real-life clients have to say about Indigo Marketing Agency? In this series, we talk with independent financial advisors to bring you the inside scoop on what it’s like to work with us.
In this client profile, I’m pleased to introduce you to Bryan Lee, CFP®, the founder and president of Strategic Financial Planning, an independent, fee-only financial advisory firm located in Plano, Texas. With over 25 years of industry experience, Bryan uses a unique client-first financial life planning approach and process to help his clients get the most out of life.
This is what he has to say about working with Indigo Marketing Agency.
1. What are your main marketing challenges?
Answer: One of our biggest challenges is clearly articulating in our website and marketing materials who our ideal clients are and how we can best help them. Just dedicating the time and resources consistently to marketing was a challenge, and we knew Indigo would help us make that commitment to marketing without requiring extra time on our part.
2. What inspired you to look for help with your marketing?
Answer: As financial advisors, we often encourage clients to turn to experts when they don’t have the time or resources to do something themselves. We thought this made sense for us to do as well. Not only did we want Indigo’s expertise, but we felt doing our own marketing wasn’t a good use of our time considering all that we have on our plate when it comes to helping our clients.
3. How did you come across Indigo Marketing Agency?
Answer: I was referred to Indigo by my friend and study group member Michael Donahoe at Harvest Asset Group, who sang their praises.
4. Why did you decide to work with us instead of another firm?
Answer: The referral from Michael gave you instant credibility. Plus, I was very impressed by your direct, no-nonsense, non-salesy approach—which was the opposite of what I often see from other marketing consultants.
I liked that there wasn’t a long-term contract, so I could cancel at any time. This is similar to the model I use with my clients. If they don’t continue to provide value to my firm, then Indigo knows I will no longer be a client. This is a great incentive for Indigo to continue earning their fee. Plus, it’s a business model I like and am comfortable with.
Each member of my team did their own due diligence and gave a thumbs-up to moving forward with Indigo as well.
5. What are the key things we’ve helped you with so far?
Answer: So far, Indigo has helped us do three major things:
Improve the SEO of our website and blog.
Coordinate the marketing language and images across our website, blog, Google Business Profile, and social media.
Develop a blog content calendar.
6. How are you feeling about your marketing now?
Answer: I’m very pleased with Indigo’s work so far and expect to see our SEO and target prospect flow continue to improve.
7. What are your business goals for 2020?
Answer: We would like to see our revenue grow at least 20% while only adding ideal new clients. We’d also like to see a 100% retention rate with our existing clients, which we believe is attainable with the help of Indigo Marketing Agency’s team.
8. Who would you recommend using Indigo Marketing Agency?
Answer: I’d recommend any financial planning or wealth management firm that wants to grow with targeted clients while refining their ideal marketing plan for their business.
I’d like to thank Bryan for sharing how Indigo Marketing has helped his firm. We’re thrilled to work alongside an independent financial advisor whose values align with ours—and we’re excited to see what 2020 has in store for Strategic Financial Planning!
Do you have questions or concerns about your current marketing strategy? We’d love to chat with you about how we can help. Schedule your free strategy call here.
The post How Bryan Lee Uses Indigo Marketing Agency To Strengthen His Firm’s Digital Presence (Q&A) appeared first on Indigo Marketing Agency.
February 5, 2020
Which Marketing Metrics Should Financial Advisors Track? (Video)
You may be using a tool like Google Analytics to track the traffic to your website. But the problem is that your website only tells part of your overall marketing story.
It’s important to track a wide overview of your marketing activities and pay attention to them at least on a monthly basis. Here are the most important metrics we recommend tracking to review:
How much traffic is coming to your website?
Where is that traffic coming from?
How are you doing on social media?
What are your top performing blog posts?
How many people are on your email list?
How is your email marketing performing?
Watch this short video to review the metrics that we track for our advisor clients each month and why those are important. If you’d like to learn more about becoming a client so we can track this information for you, click here to schedule a strategy call.
The post Which Marketing Metrics Should Financial Advisors Track? (Video) appeared first on Indigo Marketing Agency.
January 27, 2020
Top Digital Marketing Tips for Busy Insurance Agents in 2020 (Video)
Today, I want to share my top tips for marketing for insurance agents in 2020. We’ll review the most common questions agents have about their marketing and discuss the most important actions they should take this year.
As the owner of a small insurance agency, you’re pulled in every direction. One minute you’re balancing the books and the next you’re juggling sales and client services. At the end of the day, there’s little time to devote to your marketing. At Indigo Marketing Agency, we help financial advisors and insurance agents to automate their marketing. If you’re curious about what marketing could do for you, watch our webinar today.
What are the top solutions for insurance professionals in 2020?
In this video, Claire Akin sits down with Marc Glickman with Buddy INS to unveil her top marketing tips for busy insurance agents.
What we’ll cover in this video:
Claire’s #1 tip for agents who want to win more clients through digital marketing
The first step every insurance agent should take to up their digital marketing game in 2020
The secret to maintaining high-net-worth clients and growing your business
If you have questions about your marketing strategy or want to see how we might be able to help your firm, schedule your free Q & A session here.
Watch Now
The post Top Digital Marketing Tips for Busy Insurance Agents in 2020 (Video) appeared first on Indigo Marketing Agency.
Top Digital Marketing Tips for Busy Insurance Agents in 2020
As the owner of a small insurance agency, you’re pulled in every direction. One minute you’re balancing the books and the next you’re juggling sales and client services. At the end of the day, there’s little time to devote to your marketing.
What are the top solutions for insurance professionals in 2020?
In this video, Claire Akin sits down with Marc Glickman from Insurance Professionals to unveil her top marketing tips for busy insurance agents.
What you’ll learn in this video:
Claire’s #1 tip for agents who want to win more clients through digital marketing
The first step every insurance agent should take to up their digital marketing game in 2020
The secret to maintaining high-net-worth clients and growing your business
Watch Here:
The post Top Digital Marketing Tips for Busy Insurance Agents in 2020 appeared first on Indigo Marketing Agency.
