Claire Akin's Blog, page 5

Create Powerful Blogs & Videos That Convert Prospects Into Clients

Your prospects aren’t just going to come knocking at your door. You need to attract them—by standing out and making connections. But how do you stand out and connect in a crowded marketplace that’s just so…noisy?

Financial advisors like you need more than traditional methods to get seen online. Building effective marketing assets, like videos, guides, and case studies, is essential for advisors looking to attract and convert prospects. These tools, optimized and tailored, can drive engagement and help convert more leads into long-term clients.

This guide walks through the critical steps in building effective marketing assets, including defining your target audience, choosing the right content format, and selecting high-value topics that drive conversions.

Step 1: Define Your Target Audience

Before developing any marketing asset, having a deep understanding of your target audience is essential. The more tailored your content is to a particular demographic or niche, the more effective it will be in attracting qualified leads. Ask yourself:

Are you targeting young professionals eager to learn about investing?Do your ideal clients consist of families needing guidance on college savings?Are you aiming to reach established business owners focused on retirement planning?

Each of these audiences has unique needs and pain points. Tailoring your content to address those specific concerns makes it much more likely to engage prospects and encourage them to take action.

Step 2: Choose the Right Content Format

The format of your marketing asset matters as much as the content itself. Different audiences prefer different types of content, so selecting the right format is key to capturing attention and delivering value. For financial advisors, here are some effective options:

Videos: With video making up approximately 74% of total smartphone internet traffic, it’s a preferred content format. Short-form videos, particularly on platforms like LinkedIn and Instagram, engage users by simplifying complex topics and building trust.Guides or E-books: In-depth guides can provide valuable information, positioning you as a knowledgeable resource.Checklists or Worksheets: These practical tools offer prospects actionable steps they can immediately apply.Calculators: Interactive tools, like budget or retirement calculators, offer personalized insights that are highly valuable to prospects.

Choose a format that aligns with your target audience’s preferences and your resources. For example, if your audience prefers quick insights, a checklist may be more effective than a lengthy e-book.

Step 3: Select a High-Value Topic

Once you’ve chosen a format, focus on creating content around a topic that’s valuable and specific to your audience’s needs. Broad, generic topics often lack the specificity needed to capture attention. Instead, aim to address particular pain points with content that offers practical solutions. Here are examples of high-value topics compared to less effective ones:

Effective Topics:“The Ultimate Guide to Minimizing Your Taxes for Business Owners With Fewer Than 25 Employees”“Are You on Track to Financial Independence As a Physician? Use Our Interactive Calculator to Find Out!”“Post-Divorce Financial Checklist for Newly Single Women”Less Effective Topics:“Retirement Planning 101”“The Complete Guide to Financial Planning”“How to Invest”

Focusing on niche topics that directly address your audience’s needs makes your content more appealing and compelling.

Building Effective Marketing AssetsThe Rise of Video Content

Video content has taken the marketing world by storm—and for good reason. According to Ericsson, video traffic is approximately 74% of total smartphone internet traffic. As a result, video content has become a must-have for financial advisors looking to expand their reach. Studies show that video content significantly boosts retention rates, with viewers retaining 95% of a message when conveyed through video, compared to just 10% through text.

Why Video Matters for AdvisorsBoosts Engagement and Retention: Video is highly engaging and builds a repeat audience more effectively than other forms of content. HubSpot research shows 54% of consumers want more videos from brands they support. For advisors, this means videos are a powerful way to stay top-of-mind and increase reach.Builds Trust and Credibility: Trust is critical in financial advising. Well-produced videos create a personal connection with clients, allowing you to humanize your brand and demonstrate expertise.Improves Search Engine Optimization (SEO): Websites with video content are 50 times more likely to rank organically on Google. Adding video to landing pages can increase conversion rates by 80% and boost the time visitors spend on your site by 88%.Tips for Effective Video ContentStart Simple: You don’t need a full studio setup. A quality smartphone, a quiet, well-lit space, and clear audio are enough to get started.Be Consistent: Regular video posts keep audiences engaged and build a steady viewership.Focus on Value: Tailor content to address questions or concerns common to your audience.
Example From CGN Advisors Example From Solidarity Wealth Example From Worth Asset Management Guides: Offering In-Depth Knowledge

Guides provide an effective way to showcase expertise, educating clients on complex financial topics while offering real value. When well-designed, guides have the potential to position you as a trusted resource, increasing your credibility and attracting ideal prospects.

Why Guides Are Effective 

Guides allow financial advisors to demonstrate their knowledge and address the specific needs of their target clients. When provided as a downloadable asset on a gated landing page, they also serve as powerful lead magnets, collecting contact information to nurture leads through follow-up emails and other content.

Tips for Creating High-Impact GuidesAddress Specific Needs: Develop guides on popular topics, like tax-saving strategies or retirement planning, and tailor the content to your niche.Make it Visually Appealing: Use charts, images, and icons to make complex information easy to digest.Include a Clear Call to Action: Encourage readers to take the next step, whether it’s booking a consultation or reading more content on your website. Case Studies: Real-World Proof of Success

Case studies showcase real-world examples of your services in action, providing proof of your expertise and the impact you make for clients. They are particularly effective for advisors who have a specialized niche, as they allow you to highlight the results you’ve achieved for clients with similar goals and challenges.

Why Case Studies Convert 

Case studies are rooted in storytelling, making them a compelling way to present your skills and approach to problem-solving. They offer prospective clients a clear picture of what it’s like to work with you, illustrating the tangible value your firm can bring.

Tips for Compelling Case StudiesFocus on Results: Showcase the outcomes you achieved for clients, whether that’s saving on taxes or optimizing a retirement strategy.Highlight Your Process: Walk through the steps you took to achieve the results, showing prospects how your strategies and expertise make a difference.Provide Multiple Formats: Use a mix of written case studies, videos, or infographics to maximize reach.
Example 1
Example 2
Example 3The Importance of Conversion-Focused Marketing Assets

For financial advisors, investing in well-optimized assets pays off. They’re more than just content—they’re a pathway to building trust, connecting with prospects, and driving meaningful engagement. Videos stand out as a powerful tool, boosting engagement by up to 80% and effectively simplifying complex topics. Guides and case studies complement this strategy, providing in-depth knowledge and real-world proof of success that resonates with your target audience.

To maximize their impact, deploy these assets strategically across multiple platforms, tailoring each for its intended audience. A well-rounded approach not only drives engagement but also nurtures prospects through every stage of their journey, turning them into loyal, long-term clients. Investing in these assets ensures your firm isn’t just seen—it’s remembered and trusted.

Watch Our Free Webinar Replay on Converting Clients With Powerful Assets

If you’re ready to unlock the full potential of these assets and convert more clients, don’t miss the chance to watch our webinar replay, Secrets to Converting More Clients With Powerful Marketing Assets. In this exclusive session, we cover in-depth strategies and real-life examples that reveal the power of marketing assets when built and optimized correctly.

Watch the free replay now to gain actionable insights and receive a limited-time discount of $500 on our Total Marketing Package setup with the promo code “FUNNELPOWER.” Don’t miss this opportunity to enhance your marketing strategy and set your firm up for success in 2025!

Ready to stand out in a crowded marketplace and turn prospects into loyal clients? With Indigo’s Total Marketing Packages, you can start building impactful marketing assets like videos, guides, and case studies today to showcase your expertise and connect with your audience. With the right tools and strategy, we can help you transform your online presence into a client-converting machine.

Schedule a free strategy call with one of our marketing experts today!

EMBRACE VIDEO CONTENT TODAY!

Don’t be camera shy—schedule your free strategy session and start embracing video content today!

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 What types of videos are most effective for financial advisors?

Short-form videos that simplify complex topics, answer common client questions, or share success stories tend to perform best. Focus on providing value in under three minutes.

How can I choose a compelling topic for my content?

Start by identifying your audience’s biggest challenges. For example, if you target business owners, a guide on “Maximizing Tax Deductions” could resonate. Need more help? Reach out today to one of our marketing experts!

Do I need professional equipment to create videos?

No. A smartphone with good lighting and audio quality is sufficient. Authenticity often matters more than production value.

How do guides and case studies help convert leads?

Guides position you as an expert by offering valuable, actionable insights, while case studies showcase real-world success, building credibility and trust.

What platforms should I use to share my content?

Focus on platforms your audience frequents. LinkedIn is ideal for professionals, while YouTube and Instagram can help reach broader audiences. Don’t forget to include content on your website and email campaigns.

The post Create Powerful Blogs & Videos That Convert Prospects Into Clients appeared first on Indigo Marketing Agency.

New Year, New Growth: Is Your 2025 Marketing Plan Ready?

New Year, New Growth: Is Your 2025 Marketing Plan Ready?

The start of a new year is the perfect time to reflect, plan, and set your business up for success. For financial advisors, this means implementing a marketing strategy that doesn’t just exist on paper—it drives results.

At Indigo Marketing Agency, we’ve helped advisors like Steve Seals grow by 40% in 2024, thanks to tailored solutions like a custom website that spoke directly to his ideal clients. Another advisor in Pennsylvania landed a client whose fees alone covered their marketing costs for the entire year. What made these success stories possible? It starts with a clean, user-friendly website with a modern design, personality-driven copywriting, and a comprehensive strategy.

How can you set your business up for growth in 2025? Get started with these actionable tips and best practices.

1. Set Specific, Achievable Objectives

Before diving into execution, take the time to set objectives for your marketing plan. Goals like “increase website traffic” or “gain new clients” are a start, but specificity is key. For example:

Increase organic website traffic by 30% by Q2.Book 10 strategy sessions each month.Convert 5% of webinar attendees into paying clients.

Using the SMART framework (Specific, Measurable, Achievable, Relevant, Time-bound) ensures your marketing plan remains focused and actionable.

2. Prioritize Custom, Client-Centric Websites

A website is more than just a digital business card. It’s the cornerstone of your marketing strategy. In 2024, Steve Seals revamped his website with our team, creating a platform that resonated with his target audience. The key elements included:

Clean, modern design: No cookie-cutter templates; a professional look builds trust and credibility.Engaging copywriting: Copy that speaks to the reader, helping them think, “Hey, that’s me!”Reduced stock photos: Original imagery and design elements add authenticity.Thought leadership blogs: Frequent posts showcasing expertise establish you as a trusted resource.Video content: Video introductions or explainer videos foster a personal connection.SEO optimization: Targeting keywords like “advisor near me” boosted local search visibility and organic traffic.

The result? Increased client inquiries, conversions, and a tangible return on investment (ROI). Advisors who personalize their online presence reap the benefits of higher engagement and stronger connections with potential clients by fostering emotional connections and using psychological insights to build trust.

3. Leverage Strategic Content Creation

Your content is the voice of your brand. To make it work for you in 2025, focus on these trends:

Pick topics that resonate: Advisors who share their unique thoughts attract like-minded clients. Even a simple voice memo or bullet points sent to your account manager can become a polished, personalized article.Incorporate video: As about 82% of global internet traffic comes from video streaming and downloads, having a video presence isn’t optional. Share tips, answer FAQs, or host webinars—all in under five minutes.Tailored distribution: Share your content across social media, email, and your blog to reach clients where they are.

By integrating thought leadership and advisor-specific insights, your content feels authentic, creates an emotional connection, and builds trust with prospective clients by tapping into their unique needs and interests.

Webinar Spotlight: How Advisors Can Use Video to Stand Out

 

4. Embrace Marketing Automation for Efficiency

Time is your most valuable asset—and saving it allows you to focus on personal, relationship-building activities that leave a lasting impression on clients. By using marketing automation tools and services, you can streamline your efforts and focus on what you do best—advising clients. 

At Indigo, we make it easy with our Total Marketing Packages, including:

Automated email campaigns: Drip campaigns to nurture leads and engage your audience.Social media management: Scheduled posts that keep your profiles active without daily effort.SEO updates: Regular optimization to maintain and improve your search rankings.

This approach not only saves time but also ensures no opportunity slips through the cracks.

Take it from one of our advisor clients, Angela Dorsey, who says, “It’s a huge time-saver for me. I really feel like I’m able to focus on my clients, focus on doing the day-to-day stuff… I’m getting more hits to my website and people are staying longer… the trends really do look good.”

5. Schedule a Strategy Session Now

The earlier you start, the better positioned you are to capitalize on opportunities. By booking a strategy session in January, you can uncover unique opportunities tailored to your goals, create intrigue with new strategies, and develop a blueprint for success:

Gain insights into what worked (and what didn’t) in 2024, leveraging behavioral insights to refine your strategy and give clients the tools to make informed decisions.Develop a clear road map for achieving your 2025 objectives.Access tailored advice and actionable recommendations.

Don’t let everyday busyness delay your success. As the saying goes, “A goal without a plan is just a wish.” Let’s make sure your goals turn into results.

Ready to Make 2025 Your Best Year Yet?

Advisors who partnered with us this year saw transformative growth—and you can too. Whether it’s a new website, a fresh content strategy, or an all-encompassing marketing plan, we’re here to help.

Book your strategy session today and start the year with confidence. Together, we’ll create a tailored marketing strategy that drives real results.

Learn more about our Total Marketing Packages here.

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 Previous Next FAQs Why is a marketing strategy essential for financial advisors in 2025?

Selecting the right platforms involves:

Understanding Your Audience: Determine where your target clients are most active. LinkedIn is often effective for professionals, while Facebook might reach a broader demographic.

Assessing Platform Features: Evaluate the features of each platform to see which aligns best with your content strategy (e.g., LinkedIn for articles, Instagram for visuals).

Testing and Analyzing: Start on multiple platforms, monitor performance, and focus on those delivering the best results.

What are the key components of a successful financial advisor website?

To ensure compliance:

Know the Regulations: Stay updated on industry regulations and guidelines from bodies like the SEC and FINRA.

Use Disclaimers: Include necessary disclaimers in your posts to avoid misleading information.

Pre-Approve Content: Work with your compliance team to pre-approve posts before they go live.

Monitor Activity: Regularly review your social media activity to ensure compliance with regulatory requirements.

How can financial advisors measure the success of their marketing plan?

Measure social media ROI by:

Tracking Metrics: Monitor key metrics such as engagement rates, follower growth, website traffic from social media, and conversion rates.

Setting Clear Goals: Define what success looks like (e.g., lead generation, brand awareness) and track your progress toward these goals.

Using Analytics Tools: Utilize social media analytics tools to gather data and assess the effectiveness of your campaigns.

Calculating Costs: Compare your social media expenses against the revenue generated from social media activities to determine ROI.

What role does video content play in marketing for financial advisors?

Build trust and authority by sharing:

Educational Content: Post blogs, articles, and infographics on financial planning and investment strategies.

Client Success Stories: Share anonymous case studies or testimonials showcasing client success.

Market Insights: Provide your perspective on current market trends and economic news.

Personal Experiences: Share your journey, values, and what motivates you as a financial advisor.

How does marketing automation save time for financial advisors?

Automation streamlines repetitive tasks like email campaigns, social media scheduling, and lead nurturing, allowing advisors to focus on building client relationships and delivering exceptional service.

The post New Year, New Growth: Is Your 2025 Marketing Plan Ready? appeared first on Indigo Marketing Agency.

3 Small Ways to See Big Marketing Results

3 Small Ways to See Big Marketing Results

Financial advisors often feel overwhelmed by the idea of tackling marketing. What many of them don’t realize is that seeing big results doesn’t have to mean investing major amounts of time or money. 

With just 30–60 minutes a month—less than 1% of your time—you can take simple actions that make a HUGE difference in attracting and engaging clients.

Let’s explore three small yet impactful strategies to elevate your marketing and grow your practice.

1. Create Engaging Content

Your content is the voice of your brand, and engaging content builds trust, positions you as an expert, and draws in your ideal clients. The good news? Creating it doesn’t have to be time-consuming.

How to Get StartedDedicate 15–30 minutes brainstorming topics that resonate with your clients’ needs and concerns.Example topics: “5 Tips for Navigating Market Volatility” or “How Elections Impact Investment Strategies.”Record short videos or write blog posts sharing your insights. Did you know videos generate 1200% more shares than text and images combined? They can also increase conversion rates by up to 80%. Why It Works

When you address your clients’ pain points and deliver actionable advice, you become their go-to resource. And with video content becoming increasingly popular, it’s a must-have for engaging today’s clients.

2. Record Personalized Videos

Clients want to feel connected to their financial advisor on a personal level. A simple, personalized video can work wonders for building relationships and increasing engagement.

How to Get StartedSpend 15–30 minutes recording short videos answering common client questions or sharing insights on current market trends.Example: A quick video message thanking your clients for their trust and explaining a recent financial development builds goodwill and positions you as an expert.Why It Works

Personalized videos can increase email open rates by 19% and click-through rates by 65%. They’re not just about sharing information—they build trust and make you more relatable. With every Indigo Total Marketing Package, we encourage advisors to incorporate videos, knowing they’re the key to creating memorable, effective campaigns.

3. Review and Improve Existing Content

Your existing content is a treasure trove waiting to be optimized. By spending a small amount of time updating it, you can make it even more effective in engaging clients and driving results.

How to Get StartedAllocate 30–60 minutes each month to review your top-performing blog posts or pages.Update stats, refine the language, or add new insights to make the content more relevant and engaging.Why It Works

Even small tweaks can have a big impact. For example, personalized emails deliver 6x higher transaction rates, and companies using video marketing see 41% more web traffic from search than non-users. Regularly updating your content keeps it fresh and useful—boosting both client engagement and SEO rankings!

Why Small Efforts Add Up

A little effort consistently applied leads to significant results. By dedicating just a small portion of your time to these activities each month, you’ll see:

Improved engagement: Clients will be more likely to interact with your content.Stronger relationships: Personal touches foster trust and loyalty.Higher conversion rates: Engaging, optimized content drives more prospects to take action.How Indigo Can Help

At Indigo Marketing Agency, we specialize in helping financial advisors amplify their impact with simple, effective strategies. Whether it’s creating personalized content, optimizing your website, or automating your marketing efforts, we’re here to save you time and help you grow.

Ready to take the next step? Schedule a strategy session with us today, and let’s discuss how we can tailor a marketing plan that fits your goals and maximizes your results.

Let’s make marketing the easiest part of your business—and your biggest driver of growth.

CLICK HERE TO SCHEDULE YOUR FREE STRATEGY SESSION Pro Tip: Want to stand out even more? Incorporate these compelling stats into your marketing:

Videos can boost conversion rates by up to 80%.Blogging can make you 13x more likely to achieve positive ROI.Personalized communication consistently delivers higher engagement and stronger client loyalty.

Let’s make your 2025 marketing strategy one that delivers big results with small, intentional actions.

Schedule a call today, and we’ll help you get started.

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 Previous Next FAQs How much time do I really need to dedicate to marketing each month?

You only need 30–60 minutes per month to see meaningful results. By focusing on small, high-impact tasks like creating content, recording videos, and refreshing existing materials, you can grow your business without overhauling your schedule.

Why is video content so effective for financial advisors?

Video content helps build trust, engage clients, and increase conversion rates by up to 80%. It personalizes your communication and makes your insights more relatable, which is especially important for attracting and retaining clients in a digital-first world.

How can I come up with content ideas that resonate with my audience?

Start by addressing common questions or concerns your clients have. Topics like “How Market Volatility Affects Investments” or “Tax Planning Tips for Year-End” are practical and relatable. Spending just 15 minutes brainstorming can generate content ideas that connect with your audience.

Is it worth spending time on existing content instead of creating new pieces?

Absolutely. Small tweaks to existing content—like updating stats, refining messaging, or optimizing for SEO—can significantly boost its relevance and visibility, driving more engagement without starting from scratch.

How can Indigo Marketing Agency help me implement these strategies?

At Indigo, we take the guesswork out of marketing by offering tailored solutions designed for financial advisors. Whether it’s crafting engaging content, guiding your video strategy, or optimizing your existing materials, we provide the tools and support to maximize your results with minimal effort. Schedule a strategy session to learn more!

The post 3 Small Ways to See Big Marketing Results appeared first on Indigo Marketing Agency.

Start by Owning January: 2025 Marketing Moves for Advisors

Start by Owning January: 2025 Marketing Moves for Advisors

As 2025 approaches, it’s crucial for financial advisors to prepare for a strong start to the new year. Implementing effective marketing strategies can help you connect with ideal clients and grow your business. Here are three actionable marketing tips to hit the ground running in January:

1. Enhance Your Online Presence With Service and Niche-Specific Pages

Your website often serves as the first impression for potential clients. To make it impactful, ensure it includes detailed service pages and niche-specific content. This approach not only clarifies your offerings but also improves search engine optimization (SEO).

Service pages: Dedicated pages for each service allow you to highlight your expertise and provide in-depth information. This structure helps search engines understand your site’s content, improving your visibility.Niche-specific pages: Tailoring content to specific client segments demonstrates your understanding of their unique needs, building trust and engagement.

According to USA Financial Insights, 98% of consumers looked for information about a local business online.

2. Invest in Content Marketing to Build Trust and Authority

Content marketing is a powerful tool for establishing your expertise and nurturing client relationships. By providing valuable information, you position yourself as a trusted advisor.

Educational Blog Posts: Address common financial questions and concerns to attract and engage your target audience.Engaging Videos: Short, informative videos can increase engagement and make complex topics more accessible.Email Newsletters: Regular updates keep you top-of-mind and provide ongoing value to clients and prospects.

A study by SmartAsset found that nearly 60% of financial advisors increased client outreach efforts by highlighting the growing emphasis on content-driven engagement.

3. Leverage Multi-Channel Marketing to Reach a Broader Audience

Utilizing multiple marketing channels ensures you connect with clients where they are most active. A diversified approach can enhance your reach and effectiveness.

Social media: Platforms like LinkedIn and Facebook allow you to share content and engage with different demographics.Email campaigns: Targeted emails can nurture leads and keep clients informed about your services.Webinars and online events: Hosting virtual events can showcase your expertise and attract potential clients.

According to Kitces.com, advisors with a niche focus spend 28% more time on client-facing activities and generate 20% higher standalone planning fees, demonstrating the benefits of targeted marketing efforts.

Why Early Action Matters

January is an opportune time to attract new clients, as many individuals set financial resolutions for the new year. By implementing these strategies now, you position your firm to be top-of-mind when prospects seek financial guidance.

Take the Next Step With Indigo’s Total Marketing Packages

At Indigo Marketing Agency, we offer comprehensive marketing packages tailored to financial advisors:

Nurture Tier: Establish a strong marketing foundation.Stand Out Tier: Scale your efforts to attract more leads.Growth Tier: Dominate your niche with advanced strategies.

Each package includes services like website optimization, content creation, and multi-channel marketing to meet your unique needs.

Not sure which tier is right for your firm? Watch this quick video to find out!

Start 2025 Strong

Don’t wait to plan your marketing strategy. Taking action now ensures you’re prepared to attract new clients and grow your firm in the new year.

Let’s discuss your goals and create a marketing plan tailored to your needs. Whether you’re looking for a simple refresh or a comprehensive strategy, we’re here to help you succeed. Schedule your free strategy session now!

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 Why is January such an important month for financial advisor marketing?

Selecting the right platforms involves:

Understanding Your Audience: Determine where your target clients are most active. LinkedIn is often effective for professionals, while Facebook might reach a broader demographic.

Assessing Platform Features: Evaluate the features of each platform to see which aligns best with your content strategy (e.g., LinkedIn for articles, Instagram for visuals).

Testing and Analyzing: Start on multiple platforms, monitor performance, and focus on those delivering the best results.

How can optimizing my website improve my client acquisition efforts?

To ensure compliance:

Know the Regulations: Stay updated on industry regulations and guidelines from bodies like the SEC and FINRA.

Use Disclaimers: Include necessary disclaimers in your posts to avoid misleading information.

Pre-Approve Content: Work with your compliance team to pre-approve posts before they go live.

Monitor Activity: Regularly review your social media activity to ensure compliance with regulatory requirements.

What types of content should I prioritize to build trust with potential clients?

Measure social media ROI by:

Tracking Metrics: Monitor key metrics such as engagement rates, follower growth, website traffic from social media, and conversion rates.

Setting Clear Goals: Define what success looks like (e.g., lead generation, brand awareness) and track your progress toward these goals.

Using Analytics Tools: Utilize social media analytics tools to gather data and assess the effectiveness of your campaigns.

Calculating Costs: Compare your social media expenses against the revenue generated from social media activities to determine ROI.

What does multi-channel marketing involve, and why is it effective?

Build trust and authority by sharing:

Educational Content: Post blogs, articles, and infographics on financial planning and investment strategies.

Client Success Stories: Share anonymous case studies or testimonials showcasing client success.

Market Insights: Provide your perspective on current market trends and economic news.

Personal Experiences: Share your journey, values, and what motivates you as a financial advisor.

How can Indigo Marketing Agency help me execute these strategies?

Indigo offers tailored Total Marketing Packages designed specifically for financial advisors. Our services include website optimization, content creation, and multi-channel marketing, ensuring you have a comprehensive strategy to grow your business in 2025.

The post Start by Owning January: 2025 Marketing Moves for Advisors appeared first on Indigo Marketing Agency.

How Financial Advisors Get More Booked Calls

How Financial Advisors Get More Booked Calls

If you’ve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls.

How do you ensure your messaging cuts through the noise and drives prospects to take action with your firm? 

The secret lies in mastering the prospect journey, blending automation with personal touch, and strategically diversifying your communication channels. If that sounds like a lot, don’t worry. In this article, we explain exactly what successful financial advisors do to get more booked calls. 

Let’s dive in and discover how you can transform your outreach efforts and fill your calendar with high-quality prospect calls!

Understand the Prospect Journey

The first step to getting more booked calls is to deeply understand the prospect journey. Doing so allows you to identify key marketing touchpoints and opportunities to engage more effectively.

Prospects generally go through three main stages before becoming clients.

Awareness

Prospects become aware of your services through various channels like search engine results pages (driven by SEO), pay-per-click advertising, social media, referrals, and content marketing. 

Consideration 

Next, prospects consider your services as a potential solution to their financial needs. At this stage, they will research your specific service offering including your expertise, credentials, and reviews. Assets like webinars, case studies, whitepapers, and a high-speed, mobile-friendly website are crucial elements in driving prospects to the next stage.

Conversion 

Once prospects are satisfied that you have the right credentials and expertise to address their specific pain points, they will decide to take action, usually by booking a call to discuss their needs in greater detail. At this point, clear landing pages, convenient online schedulers, and strong calls to action are your main drivers of conversion.

Utilize Structured Sequences 

Once you understand the prospect’s journey, you can use structured sequences to overlay your marketing efforts on top of what prospects will naturally experience as they explore your website and social profiles. 

Structured sequences are a predefined series of communications designed to guide prospects through the journey from awareness to conversion. These sequences ensure that each interaction is purposeful and aligned with where each prospect is in their unique journey. 

Rather than following up with prospects as you find the time or motivation to do so, structured sequences take the guesswork out of how you interact with potential clients, providing consistency in follow-up and improving the scalability of your marketing efforts. And the data shows that prospects prefer this coordinated and intentional form of communication.

In our extensive work with financial advisors, we’ve found that advisors who don’t use sequences average a 5-10% booking rate, while advisors who do use sequences average a 20-30% booking rate!

There are two types of structured sequences.

1. Automated Sequences

Automated sequences use technology to deliver pre-planned communications, making them ideal for maintaining consistent communication without overwhelming your schedule. 

Let’s face it: You are not a full-time marketer, so you shouldn’t spend hours and hours tracking down prospects. Instead, let automated sequencing do the hard work for you. 

Research shows that using marketing automation to nurture prospects increases qualified leads by 451%!

Examples of automated sequences include:

 

Email drip campaigns that send a sequence of pre-written emails automatically over time.

Automated text messages that remind prospects of upcoming appointments or prompt them to schedule a call.

Tools that automate LinkedIn connection requests, follow-ups, and messaging sequences.

CRM tools that trigger specific actions based on prospect behavior, like sending a follow-up email when a prospect downloads a financial guide.

2. Manual Sequences

Manual sequences rely on personalized touchpoints to build rapport and remind prospects that there is a real human on the other side of the screen. 

Since handing over the keys to your financial life is a personal and sometimes difficult decision for prospects, the tailored approach of manual sequences can build trust in a way that automated sequences can’t. 

Examples of manual sequences include personalized emails sent manually, phone calls, and handwritten notes.

Check the table below for some best practices for automated and manual sequences.

Automated SequencesBest PracticesEmail Drip Campaigns– Segment your audience so they only receive relevant content. 
– Send emails at optimal times based on when your audience is most likely to engage.
– Include clear and compelling calls to action to guide prospects toward booking a call.Automated Text Messages– Keep messages short and to the point.
– Provide value by including helpful information or reminders. DON’T just include promotional content.
– Respect privacy by obtaining consent before sending texts.LinkedIn Automation– Personalize connection requests to increase acceptance rates and establish a genuine interest.
– Space out messages to avoid overwhelming your connection and sounding spammy.Workflow Automation– Regularly review and adjust workflows based on performance metrics.
– Keep your branding consistent to provide a cohesive prospect experience.Manual SequencesBest PracticesPersonalized Emails– Invest time in understanding the prospect; craft a tailored message that addresses specific pain points and offers relevant solutions.
– Be personable! You should always maintain professionalism, but it’s important to be conversational and memorable too.Phone Calls– Prepare ahead of time; understand who you’re talking to and what they’re looking for. Be prepared to address potential objections in real time.
– Use a script to clearly articulate your value.
– Listen actively so you are fully focused on the prospect and can respond thoughtfully.Handwritten Notes– Mention specific details from your interactions to show that the note is personalized and not generic.
– Maintain relevance by sending notes promptly after significant interactions or milestones

Diversify Touchpoints

How do you receive daily communication? If you’re like most folks in the modern world, information is coming to you through email, phone calls, texts, LinkedIn messages, Facebook Ads, Google searches, and more. This highlights an incredibly important point about financial advisor marketing: Relying on a single communication channel is not enough in today’s digital landscape. 

Research by Omnisend indicates that marketing campaigns involving at least three channels achieve a 287% higher purchase rate than single-channel campaigns. This means that a multi-channel strategy combining automated and manual sequencing is a must if you want to book more calls. 

Here’s a sample multi-channel strategy for financial advisors.

The direct interactions above should also be combined with more passive touchpoints, like consistent posting and engagement with your audience on social media and utilizing targeted ads. This way, you stay top-of-mind for the prospect even if you are not directly communicating with them. 

Optimize Your Strategy

Once you’ve developed and implemented your strategy, it’s time to optimize.

One of the best ways to monitor and adjust a multi-channel strategy is to utilize CRM tools, like Salesforce, Redtail, and Wealthbox. These tools provide a centralized platform to analyze key metrics and make adjustments as needed. 

Keep an eye on your response rates, engagement levels, and conversion rates to better understand what’s working (and what’s not) with your prospects. You can also use A/B testing and feedback loops to compare different communication techniques and determine which approach resonates best.

Book More Calls With Indigo’s Custom Marketing Solutions 

Are you ready to transform your financial advisory practice and get more booked calls? At Indigo Marketing Agency, we help you stand out in a crowded market, engage with prospects more effectively, and convert leads into loyal clients. 

With our expertise in custom content solutions and multi-channel marketing, we provide a comprehensive approach tailored to the unique needs of your business. 

Don’t let potential clients slip through the cracks—contact us today to schedule your free strategy session!

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 Previous Next FAQs What is the prospect journey, and why is it important for getting more booked calls?

The prospect journey consists of three main stages: Awareness, Consideration, and Conversion. Understanding this journey is crucial because it allows financial advisors to identify key touchpoints and opportunities to engage prospects effectively. By aligning marketing efforts with each stage, advisors can guide prospects through the journey, increasing the likelihood of booking calls.

How do structured sequences help in converting prospects into clients?

Structured sequences are predefined series of communications designed to guide prospects from awareness to conversion. These sequences ensure consistency and alignment with the prospect’s journey, providing purposeful interactions. By using structured sequences, advisors can improve follow-up consistency, scalability of marketing efforts, and ultimately, booking rates.

What are the best practices for using automated sequences in financial advisor marketing?

Best practices for automated sequences include segmenting your audience to ensure relevant content delivery, sending emails at optimal times for engagement, including clear calls to action, and regularly reviewing workflows based on performance metrics. Tools like email drip campaigns, automated text messages, LinkedIn automation, and CRM-triggered actions can help maintain consistent communication without overwhelming your schedule.

Why is it important to diversify communication touchpoints in financial advisor marketing?

Diversifying communication touchpoints is important because relying on a single channel is not sufficient in today’s digital landscape. A multi-channel strategy combining automated and manual sequences through email, phone calls, texts, social media, and ads significantly increases engagement and conversion rates. Research shows that multi-channel campaigns achieve a 287% higher purchase rate than single-channel campaigns.

How can financial advisors optimize their multi-channel marketing strategy?

Financial advisors can optimize their multi-channel marketing strategy by utilizing CRM tools like Salesforce, Redtail, and Wealthbox to analyze key metrics and make necessary adjustments. Monitoring response rates, engagement levels, and conversion rates helps understand what works and what doesn’t. Implementing A/B testing and feedback loops can further refine communication techniques and improve overall effectiveness.

The post How Financial Advisors Get More Booked Calls appeared first on Indigo Marketing Agency.

Protect Your Rankings: Navigating AI Content Risks in 2025

Protect Your Rankings: Navigating AI Content Risks in 2025

Google’s ongoing algorithm updates are changing how businesses create and share content, making it more critical than ever for financial advisors to stand out with genuine, high-quality material. Advisors relying solely on AI-generated content risk lower rankings and diminished credibility as Google increasingly prioritizes originality, expertise, and user value.

At Indigo Marketing, we help financial advisors create custom content that reflects their individual voice and ideas, helping to position them as trusted thought leaders in their niche. We craft customized content that allows each advisor’s distinctive voice and expertise to shine, ensuring it resonates with their audience, builds trust, and aligns with Google’s evolving standards.

What Are Google’s Core Algorithm Updates?

Core updates are major changes to Google’s search algorithm that are designed to improve relevance and quality of search results. Each update introduces refined policies that penalize spammy, low-value, and AI-driven content while rewarding authenticity, relevance, and audience-focused material.

The Key Core Updates from 2024March 2024 Core Update: Targeted AI-generated and low-quality content, cutting it from search results by 40%. New spam policies were introduced to penalize automated and outdated content.August 2024 Core Update: Focused on rewarding high-quality, user-focused pages, further discouraging content designed solely for search engines.November 2024 Core Update: Continued to combat spam while promoting helpful, original material and penalizing AI-driven content that lacks uniqueness or value.

These updates emphasize the importance of delivering meaningful, expert-driven content that addresses real user needs.

Hidden Risks of AI-Generated Content

AI tools have revolutionized efficiency in many areas, but when it comes to content creation, they can introduce significant risks.

1. Lack of Authenticity

Oftentimes, AI content can come across as generic and impersonal, making it more difficult for advisors to truly connect with their audience. You know your clients—both current and future—and their unique needs better than anyone. Financial advice is deeply personal, and clients want to feel understood and supported by an advisor who brings expertise and empathy, not canned, robotic responses.

2. Risk of Factual Errors

Many people are familiar with AI’s inaccurate or misleading information. For financial advisors, where trust is paramount, even minor errors can quickly undermine credibility and client confidence.

3. Google & SEO Consequences

Google’s core updates penalize content that lacks originality or appears overly automated. Be mindful of words that AI uses frequently so that your writing sounds as true to you as possible. Websites relying heavily on AI-generated material may see drops in rankings and visibility.

By understanding these risks, financial advisors can stay ahead by making sure their content strategy meets Google’s standards while creating engaging and educational content that their clients want to see.

The Benefits of Custom Content Writing

Custom-written content offers significant advantages over AI-generated material—particularly for financial advisors seeking to build their brand and grow their business.

1. Authenticity and Personalization

Every advisor has an individual perspective, voice, and approach with their clients. When looking for an advisor, people want someone they believe is genuine and trustworthy. When you create your own content, it ensures your messaging is authentic, personal, and aligned with your brand, helping you connect meaningfully with current clients and prospects.

2. Demonstrating Thought Leadership

By sharing your expertise and ideas, you establish yourself as a trusted authority in your niche. Custom content allows you to address client pain points, answer questions, and provide valuable insights that position you as a leader in your field.

3. Better SEO Performance

Google rewards high-quality, original content that aligns with its E-E-A-T (Experience, Expertise, Authoritativeness, Trustworthiness) model. Content made by you is more likely to meet these requirements, improving your search rankings and visibility.

4. Higher Engagement

Custom writing lets you connect with your target audience on a deeper and more personal level, whether you’re speaking to high-net-worth individuals, business owners, or retirees. By delivering messages that feel relevant and relatable, you not only capture their interest but also keep them engaged. This connection encourages deeper interaction with your brand—whether it’s clicking a link, signing up for a service, or reaching out for more information—ultimately increasing the likelihood that they’ll take meaningful action.

How Indigo Marketing Can Help

At Indigo Marketing, we specialize in creating high-quality content with a personalized touch, collaborating with advisors to bring their unique ideas to life. Here’s how we help:

1. Capturing Your Voice

We take the time to understand your perspective, voice, values, and messaging style to create content that sounds like you. Whether it’s a blog, newsletter, social media post, or video script, your audience will feel your authenticity.

2. Establishing Thought Leadership

By turning your expertise into actionable, engaging content, we help you establish authority in your niche. This builds trust with prospects and sets you apart from competitors.

3. Streamlining the Process

We know advisors are busy. Our streamlined process takes your ideas, questions, or outlines and transforms them into polished, professional content that saves you time while showcasing your expertise.

4. Reaping SEO Benefits

Our team creates content that works with Google’s latest updates, helping to amplify your voice and reach the right audience.

What Financial Advisors Should Do Now

To protect your rankings and stand out in 2025, it’s essential to invest in a content strategy that emphasizes quality and authenticity. Here are a few steps to get started:

Share Your Ideas: Jot down any ideas that come to you—whether it’s from the questions your clients ask most often or topics you’re passionate about sharing. These can form the foundation for powerful content and demonstrate thought leadership within your field.Use AI for Occasional Brainstorming: While your content should come from you, utilizing AI tools for brainstorming current trends and ideas can help you maximize your time, allowing you to focus on delivering value to your clients. Just remember: Don’t rely on it to write the content for you—the core of your content must reflect your unique expertise and insights.Collaborate With Experts: Work with a professional team to turn your ideas into polished, engaging material that reflects your expertise.Be Consistent: Regularly share blogs, emails, and videos across platforms to build your brand and maintain visibility.Start 2025 Strong With Indigo Marketing

At Indigo Marketing, we’re here to support financial advisors in creating custom content that connects with their audience and builds thought leadership. By prioritizing authenticity and quality, we help you protect your rankings and grow your business.

Our Total Marketing Packages include:

Nurture Tier: Build a strong foundation.Growth Tier: Scale your online presence.Stand Out Tier: Dominate your niche with advanced strategies.

Each package is designed to save you time while ensuring your marketing aligns with the latest SEO standards and Google updates.

Ready to transform your marketing? Book a free strategy call today, and let’s create a plan tailored to your goals.

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 Previous Next FAQs How do financial advisors choose the best social media platforms for their practice?

Selecting the right platforms involves:

Understanding Your Audience: Determine where your target clients are most active. LinkedIn is often effective for professionals, while Facebook might reach a broader demographic.

Assessing Platform Features: Evaluate the features of each platform to see which aligns best with your content strategy (e.g., LinkedIn for articles, Instagram for visuals).

Testing and Analyzing: Start on multiple platforms, monitor performance, and focus on those delivering the best results.

What are the best practices for compliance in social media for financial advisors?

To ensure compliance:

Know the Regulations: Stay updated on industry regulations and guidelines from bodies like the SEC and FINRA.

Use Disclaimers: Include necessary disclaimers in your posts to avoid misleading information.

Pre-Approve Content: Work with your compliance team to pre-approve posts before they go live.

Monitor Activity: Regularly review your social media activity to ensure compliance with regulatory requirements.

How can financial advisors measure the ROI of their social media efforts?

Measure social media ROI by:

Tracking Metrics: Monitor key metrics such as engagement rates, follower growth, website traffic from social media, and conversion rates.

Setting Clear Goals: Define what success looks like (e.g., lead generation, brand awareness) and track your progress toward these goals.

Using Analytics Tools: Utilize social media analytics tools to gather data and assess the effectiveness of your campaigns.

Calculating Costs: Compare your social media expenses against the revenue generated from social media activities to determine ROI.

What content can financial advisors share to build trust and authority?

Build trust and authority by sharing:

Educational Content: Post blogs, articles, and infographics on financial planning and investment strategies.

Client Success Stories: Share anonymous case studies or testimonials showcasing client success.

Market Insights: Provide your perspective on current market trends and economic news.

Personal Experiences: Share your journey, values, and what motivates you as a financial advisor.

How can financial advisors maintain consistency in their social media posting?

Ensure consistency by:

Creating a Content Calendar: Plan your posts in advance to maintain a regular posting schedule.

Automating Posts: Use social media management tools to schedule posts, especially during busy periods.

Outsourcing Content Creation: Work with a marketing agency (like Indigo!) to handle content creation and posting, ensuring you never miss a beat.

Setting Reminders: Set reminders for important dates and events to ensure timely posts that resonate with your audience.

The post Protect Your Rankings: Navigating AI Content Risks in 2025 appeared first on Indigo Marketing Agency.

Reflect, Connect, and Grow: A Holiday Message From the Indigo Team!

Reflect, Connect, and Grow: A Holiday Message From the Indigo Team!

As the year comes to a close, we’re taking a moment to reflect on the meaningful work we’ve accomplished together. At Indigo Marketing Agency, we believe that financial advisors do more than just crunch numbers—they build trust, guide clients through life’s challenges, and create lasting connections.

In our holiday video, Director of Marketing Elizabeth Reider shares a personal story about a childhood nutcracker nesting doll and how it inspired her to think about peeling back the layers of what it means to be a financial advisor. She reflects on the deeper role you play in your clients’ lives, from managing emotions to fostering confidence in their financial futures.

We encourage you to take a moment to look back on the content you’ve created this year. What resonated most with your clients? Whether it was a blog that sparked conversation or a video that landed with an ideal prospect, these moments showcase your unique ability to connect with your audience.

While looking ahead to 2025, consider how we can partner with you to build even more impactful, meaningful content. Together, let’s peel back the layers of growth for your firm! 

Wishing you a joyful holiday season and a new year filled with exciting opportunities.

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

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A Thanksgiving Reflection: Building Gratitude Into Your Practice

A Thanksgiving Reflection: Building Gratitude Into Your Firm

This Thanksgiving season, we want to take a moment to say thank you. Your continued support and engagement mean the world to us at Indigo Marketing Agency. Helping advisors grow and connect with their clients is a privilege, and we’re truly grateful to have you along for the journey.

Watch our video to hear a heartfelt message from Indigo’s Director of Marketing, Elizabeth Reider. In it, she shares an inspiring story from her time at an independent advisor’s office, where the team found a meaningful way to strengthen connections with clients and colleagues while celebrating the year and the relationships they had built.

This Thanksgiving, consider how you can bring a similar sense of gratitude and connection to your own firm. Small gestures, like creating a gratitude jar, sending heartfelt video messages, making birthday calls, or offering thoughtful gifts, can strengthen relationships and leave a lasting impression.

From all of us at Indigo Marketing Agency, we wish you a wonderful Thanksgiving filled with gratitude, connection, and joy. Thank you for trusting us to be part of your journey.

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

The post A Thanksgiving Reflection: Building Gratitude Into Your Practice appeared first on Indigo Marketing Agency.

Indigo Can Help You Send Holiday Greetings to Your Clients

Indigo Can Help You Send Holiday Greetings to Your Clients The Power of Personal Connection During the Holidays

The holiday season is the perfect time to reconnect with clients, show gratitude, and strengthen relationships. While so much interaction is online these days, sending a personal video message is one of the most meaningful ways to engage your clients—and Indigo Marketing Agency can help you do just that.

At Indigo, we know firsthand how impactful a heartfelt holiday message can be. Last year, we sent our own holiday greeting video to clients, blending gratitude with a festive message of appreciation. The positive feedback we received reinforced the power of video to connect on a deeper level during this special time of year.

We specialize in helping financial advisors create authentic, heartfelt holiday greeting videos that reflect their unique brand and voice. Whether you’re thanking clients for their trust and loyalty or wishing them a peaceful holiday season, a video can leave a lasting impression and reinforce your relationship.

Here’s How We Can Help You Send Your Holiday GreetingsScript Development
Not sure where to start? We’ll work with you to craft a compelling, personalized script that fits your style and message. We’ll keep it warm, professional, and concise, ensuring you communicate gratitude while staying on brand.Video Production & Editing
Don’t worry if you don’t have professional video equipment—your smartphone will do! We guide you through the recording process and handle all the editing, including adding your logo, music, and any holiday-themed elements to make your video feel polished and festive.Email Campaign & Social Media Integration
Once your video is ready, we help you distribute it through a well-coordinated email campaign and across your social media platforms. This helps you maximize reach, making sure your message touches all corners of your client base.Personalization & Automation
Want to take it a step further? We can set up automations that allow you to send personalized video messages to different client segments. This ensures each recipient feels valued and appreciated on a personal level.Examples of Past Holiday Messages We’ve Done for Our ClientsUnified Wealth Management: Holiday Reflections and Traditions

Unified Wealth Management shared a heartfelt holiday video, blending personal stories with professional gratitude. By reflecting on the year’s challenges and highlighting family traditions, the message encouraged clients to take time to relax and appreciate the joyful moments. The combination of personal and professional elements helped foster a strong emotional connection with clients.

Worth Asset Management: Thanksgiving Reflections

Worth Asset Management offered a thoughtful Thanksgiving video, expressing gratitude for the trust and collaboration of their clients throughout a challenging year. The message acknowledged the hurdles faced while celebrating the continued motivation that comes from helping clients achieve their financial goals. This video was shared across multiple platforms, reinforcing a sense of partnership and appreciation.

Heimensen Wealth Advisors: Weathering the Storms

Heimensen Wealth Advisors expressed their gratitude for serving clients through the ups and downs of the past year with the message: “Skilled sailors are not built by calm seas.” The video encouraged clients to reflect on their own successes, set goals for the year ahead, and take time to reset and recharge. Their message was both inspirational and appreciative, highlighting their dedication to guiding clients through life’s changes.

Why Send a Video This Season?

A personalized video greeting is a simple yet powerful way to:

Reinforce relationships with your clients by showing genuine appreciation.Stand out during the busy holiday season when your clients are bombarded with generic messages.Build trust by putting a face to your brand and making your communication more personal.

At Indigo, we love taking the burden of marketing off your busy plates. Let us take care of the entire process—from script to distribution—so you can focus on what matters most: your clients. 

If you’re ready to make this holiday season extra special for your clients, reach out to us today to get started on your personalized holiday video message.

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

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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 Previous Next

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How Often Should Financial Advisors Post on Social Media?

How Often Should Financial Advisors Post to Social Media?

You already know that social media plays a vital role in your overall marketing strategy. But a common question many advisors ask is: How often should I be posting on social media? While there’s no one-size-fits-all answer, the frequency and quality of your posts can make a significant difference in how effectively you engage with your audience.

Watch this quick video where I go over some must-know tips for posting on social media.

Why Posting Often Is Essential

Let’s start by dispelling a common misconception: You can’t post too much on social media. Unlike emails, where sending too many could irritate recipients, posting frequently on social platforms will not have the same negative impact—provided your content is thoughtful, authentic, and relevant. Spammy, repetitive posts can drive people away, but original, engaging posts will capture their attention.

The idea is to stay visible without overwhelming your audience. When done right, frequent posting can significantly enhance your online presence. You want to stay top-of-mind so when people think about financial planning or investment advice, your name comes up first. Social media algorithms also reward regular activity by showing your content more often to those who interact with your posts.

Balancing Quantity and Quality

However, it’s not just about how often you post—it’s about what you post. The key to social media success is finding the right balance between quantity and quality. Long-form posts, meaningful graphics, real-life photos, and reels (short videos) tend to perform best. These types of content not only grab attention but also encourage your audience to engage with your posts, whether it’s through comments, likes, or shares.

Remember, quality content doesn’t have to mean long, complicated posts. It’s about providing value to your audience, whether that’s answering a common financial question, sharing a client success story, or offering insights into market trends. By focusing on helpful and interesting content, your posts become a resource for your followers, making them more likely to engage with you and your brand.

The Importance of Consistency

In addition to high-quality content, consistency is another critical factor. Social media platforms are noisy, and it’s easy to get lost in the shuffle. To avoid fading into the background, you need to post regularly. This keeps you top-of-mind and shows that your business is active and engaged.

We recommend financial advisors post at least once a week on social media, but ideally, 3-5 times a week for maximum exposure. 

Regular posting allows you to maintain a steady presence in your audience’s feeds, making it easier for them to remember you and your services when they need financial advice.

Authentic Engagement

Posting frequently is just one part of the equation. You should also be engaging with your audience. For every post you share, aim to interact with your followers through likes, comments, and shares. Social media is a two-way street—it’s not just about broadcasting your message; it’s about building relationships.

Financial advisors who are the most successful on social media follow a simple strategy: quality content, consistent posting, and meaningful engagement. 

By fostering conversations and actively participating in discussions, you increase your visibility and develop deeper connections with potential clients. These relationships can ultimately translate into real-world business opportunities.

How to Make Posting Manageable

You might be thinking, “That sounds great, but I don’t have time to post on social media multiple times a week.” Fortunately, it doesn’t take as much time as you might think. 

Setting aside just 30 minutes a week to plan, post, and engage can make a huge impact on your social media presence. 

You can also batch your content creation—set aside time once a month to create several posts and schedule them in advance using a social media management tool.

At Indigo Marketing Agency, we work closely with financial advisors to create authentic, original content that resonates with your audience. We help you ensure that you’re posting at least once a week while also encouraging you to get on social media more often to share thought leadership, insights, and personal stories. Our team can provide a framework that makes social media manageable, even with a busy schedule.

Let’s Build Your Social Media Strategy

If you’re looking to improve your social media strategy, or if you’re unsure where to start, we’re here to help. Social media is an essential tool for financial advisors to grow their business and engage with clients. But without a clear strategy in place, it’s easy to feel overwhelmed or unsure about what to post.

Partnering with Indigo Marketing Agency takes the guesswork out of your social media marketing. We’ll help you develop a plan that works for you—whether that’s posting once a week or multiple times a week, and ensuring your content is both engaging and effective.

If you’re ready to get started, schedule a free consultation with our team today. We’d love to help you enhance your social media presence and connect with your ideal clients.

BOOK YOUR FREE STRATEGY CALL HERE 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 Previous Next FAQs How often should financial advisors post on social media?

Financial advisors should aim to post at least once a week, but for optimal results, posting 3-5 times a week is recommended. Consistent posting helps keep your business visible and top-of-mind with your audience.

Can financial advisors post too much on social media?

No, as long as your content is thoughtful, authentic, and relevant, you can’t post too much on social media. Unlike emails, frequent posts won’t irritate your audience if they provide value and aren’t spammy.

What type of content performs best on social media for financial advisors?

Long-form posts, meaningful graphics, real-life photos, and reels (short videos) tend to perform the best. These types of content engage audiences, encourage interaction, and foster relationships.

How important is consistency in posting on social media?

Consistency is critical to social media success. Regular posting keeps your brand visible in your audience’s feeds and shows that your business is active and engaged. This helps build recognition and trust over time.

How can financial advisors manage frequent social media posting with a busy schedule?

Setting aside 30 minutes a week to plan, post, and engage can make a significant difference. Financial advisors can also batch-create content once a month and use scheduling tools to streamline their social media presence. Partnering with a marketing agency like Indigo takes the guesswork out of your social media marketing. We’ll help you develop a plan that works for you—whether that’s posting once a week or multiple times a week, and ensuring your content is both engaging and effective.

The post How Often Should Financial Advisors Post on Social Media? appeared first on Indigo Marketing Agency.