Claire Akin's Blog, page 8

Unlocking Success: How a Marketing Agency Tailored for Financial Advisors Can Transform Your Practice

Do you find it hard to stand out in a crowded market as a financial advisor? It might be time for you to hire a marketing firm that focuses on your field. Find out how a top digital marketing agency for financial advisors like Indigo Marketing Agency can help your business grow. 

Why Choose a Specialized Marketing Agency for Financial Advisors?

When it comes to money, trust and reputation are very important, especially for this kind of industry. There’s a chance that a generalist marketing agency won’t fully understand the unique problems you encounter and the specific rules you have to follow. Luckily, a marketing agency with a focus on financial advisors can help with that. They know the ins and outs of your business, so your marketing will not only work—but also follow the rules for your industry.

The Role of a Digital Marketing Agency for Financial Advisors

Indigo Marketing Agency is a digital marketing agency for financial advisors that offers a wide range of services tailored to your needs:

SEO Optimization: Let’s elevate your visibility and attract more relevant visitors from search engines. Take a look at our SEO services to explore how we can help.Social Media Management: We offer social media marketing campaigns to take LinkedIn, Facebook, and X (formerly known as Twitter) off your plate. Learn more about how we help manage your social media as part of your comprehensive marketing strategy here.Content Creation Strategy: We’re here to help you show off your expertise and skills and help potential clients trust you further with individualized content creation.Web Design: We’d love to help create a website for your clients to visit that’s visually appealing, factual, and user-friendly for people to use. Find out more about the website design services our agency offers.Email Marketing: You’ll want to keep your clients up to date on your services and financial trends as well as sending welcome emails to keep leads interested. We can work with you on ensuring you’re on top of your email marketing game.Pay-Per-Click Advertising: Display personalized pay-per-click (PPC) ads to increase traffic to your website and earn new clients. Indigo offers ad services for both Google and Facebook.Key Benefits of Partnering With Indigo Marketing Agency

There are several benefits to working with us:

Expertise in Financial Services Marketing: We’re the go-to experts in marketing for financial advisors. With our specific knowledge, you can be sure your marketing plan aligns with your goals as well as the best practices in the industry.Customized Marketing Strategies: We don’t give answers that work for everyone. Rather, we will tailor our services to your particular objectives so they will address your ideal audience’s pain points and leave a positive impression on your prospects.Follow Regulatory Compliance: Indigo Marketing Agency goes to great lengths to help you feel confident that all your marketing content adheres to industry regulations. We create engaging content that not only highlights your business strengths but also builds client trust and attracts a larger audience, all while complying with the specific rules and guidelines for financial advisors.Online Presence Enhancement Offerings: We can update and enhance your website, create more engaging material on social media, and boost your search engine results to attract more clients.Overall Client Engagement: By focusing more on content marketing for your social media, we help attract new clients and keep current clients more engaged every month.Real-World Success With Indigo Marketing Agency

Here are some case study examples of how Indigo Marketing Agency has changed businesses like yours:

Showcase Your Personality and Build Relationships With Personal Content : By using personal content in their marketing, a medium-sized financial advisory company got a lot of people interested. A focus on relatable, personal tales helped them strengthen customer relationships and even attract new ones. Total Marketing Overhaul to Fully Embrace Specialty : A lone financial advisor’s firm grew when they adjusted their marketing. It made them refine their specialization, improve their internet presence, and employ focused content. Their website traffic increased and clients were more engaged. One Advisor Lands His Biggest Client Ever With a Custom Webinar : Creating a webinar for a client helped a financial advisor land his biggest customer. This personalized method not only got potential clients’ attention but also showed off the advisor’s skills, which made prospects trust the firm more and eventually make a purchase.Trends and Best Practices in Digital Marketing Agency for Financial Advisors

It’s important to keep up with trends. Here are a few new digital marketing trends and best practices for financial advisors:

Personalized Content Marketing: Create content that meets the needs of your target audience. Blog entries, videos, and email adverts regarding financial difficulties may be modified.Video Marketing: Use videos to explain more complex business ideas. You can share short, helpful video clips on your website and social media to help simplify more complex information for your clients.Data-Driven Marketing: Utilize statistics to make marketing plans more effective (also known as data-driven marketing). You can make better marketing efforts by looking at how customers act, their interests, and what motivates them.Automation Tools: Save time and money by using tools that can simplify and enhance your marketing. Email marketing, social media authoring, and lead nurturing may be automated to keep in touch with clients often and at the correct moment.Local SEO: Make your website work better for local search results to help you get clients in your area. This means taking control of your Google Business Profile page and making sure your contact details are correct and up to date.Client Testimonials and Case Studies: Share success stories from real people and testimonials from clients to help build trust and confidence. Potential clients may be more likely to hire you if you show them how you’ve helped other clients.Indigo Marketing Agency Can Change Your Practice

Indigo Marketing Agency is your friendly neighborhood marketing agency for financial advisors—a partner who really knows the finance industry and can provide innovative, legal, and efficient marketing solutions to help you and your business succeed. 

Are you ready to elevate your marketing? Let’s chat about how we can help you.

Click here for a free strategy session and let’s get started!

The post Unlocking Success: How a Marketing Agency Tailored for Financial Advisors Can Transform Your Practice appeared first on Indigo Marketing Agency.

Decoding Success: The Essential Elements of Effective Financial Advisor Marketing Services

In the modern financial landscape, being a successful financial advisor requires more than just financial expertise; a solid marketing strategy is also essential. There are several key components that contribute to the effectiveness of financial advisor marketing services. Let’s explore the benefits and strategies we offer to financial advisors here at Indigo Marketing Agency.

Why Is Specialized Marketing Crucial for Financial Advisors?

Financial advisors have unique challenges that need specific marketing plans. Like any other business, financial advisors need to earn the trust and respect of their clients. To do this, they need to understand a lot about money, how to follow the rules, and what their clients want.

At Indigo Marketing Agency, we specialize in providing comprehensive marketing services for financial advisors, developing unique plans that satisfy both the needs of their clients and the industry’s standards, offering web design, social media management, SEO, and content marketing that can help your brand stand out.

What Makes Financial Advisor Marketing Services Effective?1. Targeted SEO Strategies

For financial advisors, visibility is key. If you use targeted SEO strategies, potential clients will have an easier time finding you. Relevant search phrases, such as “marketing agency for financial advisors” or “marketing services for financial advisors,” can help you rank higher and attract more relevant leads.

When it comes to SEO optimization, we can make your content fit precisely what potential clients are looking for. This attracts more people to your site and makes you look more trustworthy in the financial industry.

2. Compelling Content Marketing

Content is king, especially when it comes to money. Giving people useful, interesting information helps you become a thought leader and builds trust. There are a lot of ways you can connect with your readers. Some are through emails, blog posts, and white papers. Our Indigo Marketing Agency blog has a lot of useful information and tips for people who work as financial advisors.

If you post good content on a regular basis, you can teach your clients, answer their most important questions, and keep them up to date on changes in the industry. And what’s more, by doing so, your clients will most probably stick with you for the long haul!

3. Strategic Social Media Management

Social media is a great way for financial advisors like you to connect with your clients, but it’s not always easy to know which platform to use. With Indigo Marketing Agency’s expertise, your social media accounts may be effectively maintained, which means that your LinkedIn, X (formerly known as Twitter), and Facebook sites are consistently engaging, informative, and relevant. This is what’s possible when you partner with a digital marketing agency with extensive experience such as ours!

4. Customized Web Design

Potential clients will often first find you on the internet—which means a website that looks professional and is easy for people to use not only makes a good first impression, it’s absolutely essential. Indigo Marketing Agency can make one-of-a-kind websites that show what your business stands for.

5. Data-Driven Marketing Campaigns

With data-driven marketing, you can keep track of and measure how well your efforts are doing. You can make wise choices and improve your plans accordingly for better results by looking at key data. The Indigo team adapts with advanced tracking tools to give you information and proper measures about how well your marketing is progressing.

How Can You Stay Ahead With Trends and Best Practices?

As a financial advisor, you know it’s important to keep up with the latest changes in the field to stay top-of-mind. It’s becoming more important to leave a digital footprint, videos are becoming more popular, and AI is being used more and more in marketing.

Follow these trends to get ahead of the other people in your field. Using videos in your marketing, for instance, engages more people and feels more genuine. Similarly, using AI tools for targeted marketing services for financial advisors can improve the client experience and lead to better outcomes.

Is Your Marketing Plan Prepared to Take Off?

To become a successful financial advisor, knowing the importance of a good marketing strategy is essential to stand out from the crowd in the long run. When you collaborate with an expert team like ours, your marketing efforts can’t help but yield better results. 

At Indigo, we’re passionate about helping financial advisors like you grow their businesses. (And we truly love what we do!) 

Can we help you leverage top marketing strategies for your success? We’d love to be that handy digital marketing agency for financial advisors in your back pocket!

Let’s get started and elevate your business today!

The post Decoding Success: The Essential Elements of Effective Financial Advisor Marketing Services appeared first on Indigo Marketing Agency.

Advisor Spotlight: Bill & Anastasia Taber

In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). We’re proud of the incredible people who partner with us to elevate their business with the ultimate end goal of bettering others’ lives through successful wealth management. Each Spotlight showcases how the financial advisor makes a difference in their field, and how Indigo Marketing Agency has the privilege of partnering with them to share that with the world.

Forging Meaningful Connections

Bill Taber and his daughter Anastasia of TABER Asset Management are the latest heroes in Indigo Marketing Agency’s Advisor Spotlight series. Their outstanding ability to create genuine connections has qualified them for spotlight status.

With more than four decades of experience, Bill and Anastasia Taber are known in the financial services industry for being relatable and trusted advisors. Bill Taber is the President and Founder of TABER Asset Management. Anastasia Taber is a CERTIFIED FINANCIAL PLANNER professional and leads the company’s financial planning services division.

Together, Bill and Anastasia are dedicated to building relationships with their clients and the broader community by walking alongside them as they navigate financial decisions. 

Let’s take a look at Bill and Anastasia’s exceptional connection-building accomplishments.

Creating Wealth Podcast Series

Bill and Anastasia produce the Creating Wealth podcast series. The engaging and informative podcast series provides clarity on investment and personal finance topics. Bill and Anastasia both believe that the generational differences between them enhance podcast conversations. 

Each series episode illustrates that the different financial perspectives of a Millennial daughter and a Boomer father can be effectively navigated with shared values. Through their unique blend of financial insights and practical life advice, their podcast series has grown and is resonating with an increasingly larger U.S. and international audience.

Above and Beyond

What sets Bill and Anastasia apart from their competition is their ability to make complex financial concepts accessible to everyone. Their podcast episodes not only cover various aspects of financial planning but also delve into personal growth and development themes, offering a holistic perspective that is rare in the financial services industry.

Bill and Anastasia’s innovative approach to connecting with their clients and the broader community through this digital medium has elevated them to the position of thought leaders. They effectively use storytelling and real-life examples, making their content both educational and engaging.

This approach has helped Bill and Anastasia build deeper relationships with existing clients while also attracting new ones who seek a more personal and comprehensive understanding of finance and wealth management. Their podcast series truly embodies the spirit of forging meaningful connections by offering valuable content that goes beyond the traditional scope of financial advice.

Let the Pros Take Over

Taking the time to focus on a specific endeavor isn’t easy. One of the better ways to make it happen is to rely on professionals to do the time-consuming marketing work needed to make sure your business shines. Our successful digital marketing campaigns allow advisors like Bill and Anastasia Taber to run a thriving business. 

From nurturing niche-specific content and forging meaningful connections to enhancing visibility of his firm’s podcast series with an SEO-optimized website, our partnership has supported Bill and Anastasia’s journey to build an exceptional asset management firm.

Are you ready to shift the labor-intensive load of successful digital marketing to the specialists at Indigo Marketing Agency? Reach out today for a free strategy session with our team of marketing experts.

Interested in Being Considered for an Advisor Spotlight?

While Bill and Anastasia’s meaningful connections outreach makes them one of our  outstanding clients, there are many more ways financial advisors can make a difference.

If you’re interested in being featured in our Advisor Spotlight series, we’d love to learn about how you excel in a specific category.

Please fill out the simple form below, and we’ll take it from there!

Advisor Spotlight Nomination Form

The post Advisor Spotlight: Bill & Anastasia Taber appeared first on Indigo Marketing Agency.

Nurture, Stand Out, Or Growth? Our 3 Options Of Digital Marketing Make It Easy To Find A Strategy That Fits

When it comes to marketing, every financial advisor has different audiences and different budgets but the same goal: bring in more qualified leads. After working with hundreds of advisors, it became clear that the best way to serve you was by breaking our service into three new tiers so you can find what works best for you.

Between our Nurture, Stand Out, and Growth tiers, you’ll be able to pick and choose which plans of attack are most attractive to you, and even custom-select specific services based on which marketing channels you’re interested in.

Here’s a breakdown of all three tiers:

Nurture Tier: Solidify Your Marketing Foundation

Our Nurture Tier is a solid choice for advisors looking to upgrade their online presence, maintain consistent outreach, and streamline their marketing efforts. 

With this tier, your business will enjoy:

Search Engine Optimization (SEO): Enhance your website’s visibility on search engines to attract more organic traffic.Branded Email Marketing: Keep your service top-of-mind with professionally designed and done-for-you email campaigns.Automated Welcome Series: Engage new subscribers with a custom-built welcome series of emails to start building relationships as soon as visitors to your site express interest.Calendar Integration: Seamlessly integrate your marketing calendar to keep all your marketing organized.12-Month Content Calendar: We develop a comprehensive, fleshed-out content calendar based on what’s been proven to yield results for other similar advisors.Monthly Personalized Article & Distribution: Receive a custom-written, topical article each month, along with targeted distribution to your audience.Social Media Posts: We post social media content regularly to keep your audience engaged while professionally and compliantly targeting your designated audience.Monthly Marketing Metrics: We track your progress with detailed monthly reports and adjust and optimize each step of the way to increase marketing efficacy as time goes on.Dedicated Account Manager: Enjoy personalized support from a dedicated account manager to keep you informed and accommodate any changes in your business as they happen.Stand Out Tier: Establish Yourself As an Industry Authority

The Stand Out Tier is designed for businesses looking to elevate their industry presence and boost referrals with custom content. 

This tier includes EVERYTHING in the Nurture Tier, PLUS:

Custom Articles in Your Voice: Receive articles tailored to your unique voice and brand, positioning you as an industry expert.Swap Any Monthly Article for Custom Video Script, Editing, & Deployment: Choose to replace a monthly article with a professionally crafted video script, edited and launched to engage your audience in a multimedia way.Custom Social Media: We create attention-grabbing, authority-building social media content that reflects your brand’s unique personality and messaging.Growth Tier: Drive Qualified Leads With Multichannel Campaigns

Our Growth Tier is the ultimate solution for advisors ready to unlock the power of lead-generation funnels and cohesive marketing strategies. By venturing into direct paid ads with this tier, we broaden the reach of our social media efforts and create what are undeniably the strongest results among the tier options.

This tier includes EVERYTHING in the Stand Out and Nurture Tiers, PLUS:

Custom Appointment Lead Funnel: Attract and convert leads with a personalized appointment funnel designed to attract and convert qualified traffic.Custom Lead Magnet Funnel: Capture leads with a custom lead magnet funnel that offers valuable content in exchange for contact information.Bi-Weekly Calls With Team: Stay on track with regular calls twice a month with our expert team to discuss strategies and assess our progress.Pick Two Additional Services: Customize your plan further by choosing two of the following: a custom LinkedIn campaign, ongoing SEO, Facebook Ad management, or Google Ad management.Ready to Get Started?

Our tiered service offerings ensure you’ll find the perfect match for your marketing needs, whether you’re just starting to enhance your online presence or ready to implement advanced advertising strategies.

Don’t wait to take your business to the next level…or worse, invest time and money into a strategy that’s unproven or underdeveloped.

Contact us today to learn more about our services and how we can help you grow—we’re here to be your trusted partner in attracting new leads, fostering new relationships, and reaching new heights! Schedule your free call today!

The post Nurture, Stand Out, Or Growth? Our 3 Options Of Digital Marketing Make It Easy To Find A Strategy That Fits appeared first on Indigo Marketing Agency.

What You Need To Know About The Financial Advisor Landscape

There are more than a few reasons to look forward to the future. Here at Indigo Marketing, we feel that too. So we wanted to give you a sneak peek into what the financial advisor landscape may look like next year. Let’s start with what the most current trends are today.

What The Statistics Say

Right now, according to the Bureau of Labor Statistics, there are approximately 263,000 financial advisors in the United States. While data surrounding how many people actually use financial advisors is scarce, one recent survey suggested that only 17% of the survey’s respondents indicated that they used a financial advisor. If that statistic holds true across the board, this signifies that approximately 56 million Americans use financial advisors and each advisor has approximately 212 clients, on average.  According to the Bureau of Labor Statistics, the median pay for financial advisors is $87,850 per year, with the average salary being approximately $121,770 per year. The average age of a financial advisor is estimated to be 51 years old in 2020.

As you know, fees for financial advisors vary depending on the investment amount, and the average fees this year ranged from $590 for smaller investors to $117,000 for mega-investors. The average advisor fee for an investment of $1 million was 1.02%, or $10,200. For an investment amount of $500,000, the average advisor fee was 1.05%, or $5,250.

From 2013 to 2016, the median assets under management (AUM) grew 6% from $86 million to $92 million. If this trend continues, by 2021, the median AUM for financial advisors will hover around $97 million.

Shifting Generations

As baby boomers continue to retire, financial advisors across the country have started targeting the younger generations, Generation X and millennials, to varying degrees of success. One recent study suggested that the scarcity of new relationships are undercutting AUM growth. In any case, the next decade will be critical for financial advisors to connect with younger generations, as baby boomers shift from saving to spending their assets, and interest from newer clients continues to wane.

However, the profession of financial advisors will continue to grow at an average pace, according to the U.S. Bureau of Labor Statistics. By the year 2029, employment of financial advisors will increase by 4%. This means at that time there will be 274,600 financial advisors.

According to one recent report, the number of independent broker-dealer firms has been in a steady decline for the past decade, resulting in 819 firms in 2018. Meanwhile, the number of RIA firms has increased from 9,538 to 15,645 over the same time period.

The Top In The Industry

The top five broker-dealers by AUM includes Fidelity Investments, Charles Schwab, TD Ameritrade, Edward Jones, and Raymond James. Fidelity boasts 8,200 advisors. Coming in second and third, respectively, Charles Schwab has 1,200 financial advisors and TD Ameritrade has 6,000. Edward Jones has 14,000 advisors, and Raymond James has 8,100 financial advisors.

According to Barron’s, the top five registered investment advisors (RIAs) includes Edelman, CIBC Private Wealth Management, Hightower Advisors, Creative Planning, and Mariner Wealth Advisors. Edelman serves just over a million clients and has a team of 332 financial advisors. CIBC has 8,110 clients and 130 financial advisors. Hightower boasts 37,890 clients and 178 advisors. Creative Planning has 252 financial advisors and 33,085 clients. Mariner Wealth Advisors has 346 advisors serving 23,500 clients.

Are You Ready For the Future?

Do these numbers excite you? With all the uncertainty that 2020 brought, it’s refreshing to have confidence that the financial advisor landscape looks bright for 2021 and beyond.

If you have any questions about your marketing strategy for 2021, schedule a free strategy session with our team. We’d love to help you put together a customized marketing plan that attracts your ideal client and keeps your business growing for decades to come.

The post What You Need To Know About The Financial Advisor Landscape appeared first on Indigo Marketing Agency.

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

These days, videos are everywhere. LinkedIn, Facebook, Instagram, and even your favorite financial news app are filled with video content. 

From simplifying complex financial concepts to highlighting your personality as an advisor, videos offer a dynamic and engaging way to convey valuable information. 

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.

1. Enhance Engagement

Long story short: If you want to capture and maintain your audience’s attention, video is the way to go.

With so much content out there, standing out from the crowd is only half the battle. Your content should both stop the scroll and convince prospects to take the next step, whether that’s commenting on your page, sending a direct message, or sharing with their network. Video content does all that and more. Just take a look at the stats:

72% of consumers prefer learning about products and services through video content.Social video generates 1200% more shares than text and images combined.Consumers retain 95% of a message when it is viewed through a video compared to just 10% when read in text.

Not only are clients and prospects more likely to watch your video than they are to read your blog, but they’re also more likely to retain the message and then react, comment, and share the video with others.

2.  Strengthen Trust

Financial advisors can build and strengthen trust with their clients and lead pipeline through video. It’s a perfect way to highlight your personality and expertise with sincerity, which is often hard to achieve in text alone. 

In an industry that was traditionally founded on face-to-face meetings but has become increasingly virtual, it’s crucial for financial advisors to find new ways to connect with clients and prospects. 

By incorporating tone of voice, body language, visual elements, and B-roll footage, videos strengthen trust at every stage of the sales funnel. (Access our financial advisor video webinar and downloadable guide here!)

By regularly sharing insightful, informative, and transparent content, advisors can consistently demonstrate their knowledge and reliability, fostering a deeper, more personal connection with their audience.

3. Improve SEO

Videos are a great avenue for boosting your SEO performance. Video content increases visitors’ average time on your website and scores higher on search engine algorithms by signaling that your site contains diverse and valuable content.

Since videos are highly shareable, you can also drive traffic back to your website by integrating video content and sharing the links on your social profiles. With higher click-through rates, visual appeal, and lower bounce rates, incorporating videos into your financial advisor marketing strategy can significantly improve your SEO efforts.

Types of Financial Advisor Videos

If you’re considering using video content in your financial advisor marketing strategy, there are many options to choose from. Here are some of the most shared videos we help financial advisors create. 

Educational Videos

Want to explain a common financial technique you use to help clients grow their wealth? Or answer frequently asked questions about your services? Use a video! Webinars and tutorials are a great way to highlight your expertise and willingness to share your knowledge. FAQ videos can help prospects determine if you’re the right fit for their needs and generate higher-quality leads.

Testimonials Videos

You can build credibility with your ideal audience with client testimonials and success stories. Create a more engaging website by having a mix of written testimonial and video testimonial content.

Market Updates

One of the biggest benefits of working with a financial advisor is timely updates on market events and economic news. Keep your clients in the loop faster and stay better connected with video updates.

Personal Branding

Clients want to see your personality. They want to know you are highly experienced and capable of handling their finances, but they also want to know that you’re a human. (If they didn’t, they would work with a robo-advisor instead!) Use videos to showcase your personality, highlight your team members, and show behind-the-scenes snippets of what goes into being a financial advisor. 

But What if I Hate Being on Camera?!

The great news is that you don’t have to be on camera if it makes you uncomfortable. We’ve worked with plenty of advisors who prefer to record voiceovers for a webinar presentation or tutorial. While we always encourage our financial advisor clients to embrace being on camera (your clients and prospects like it—trust us!), being camera shy doesn’t have to stop you from using video in your marketing strategy.

Incorporate Video With Our Stand Out and Growth Marketing Packages

Incorporating videos into your financial advisor marketing strategy has never been easier with our tiered Total Marketing Packages. Choose either the Stand Out or Growth package, and you’ll get customized video topics and scripts with compelling calls to action, complete editing, and deployment on your website and social profiles. 

Whether you want blog videos that replace long-form written content or shorter-form content like an Instagram reel, the Indigo team has got you covered. 

Reach out for a free strategy call and get ready to transform your marketing with the power of video!

The post The Power of Financial Advisor Videos: 3 Reasons Being on Camera Is Essential appeared first on Indigo Marketing Agency.

Sales Funnels for Financial Advisors: Creating Your Digital Lead Machine

The internet is famously anonymous, casual, and voyeuristic. The vast majority of people who end up on any page of your website will read a bit, maybe give your page a timid scroll, then disappear forever, never to return. 

But how can we pump up the persuasion and turn your professional service into more than just an idle web page they glanced at for 12 seconds? Answer: the sales funnel.

What’s a Sales Funnel?

A sales funnel is a powerful marketing concept that helps you engage audiences the way they want to be engaged: on email. Through the prospect’s eyes, being added to emails is fast, clutterless, and free. You can unsubscribe or decline an email without issue, so it’s low pressure.

Here’s an example of the “top” of a funnel, in which people trade their email for some content:

Structure of a Sales Funnel

In today’s world, giving out one’s email feels like a bit of a risk. Will they spam me? Sell my info? Add me to some sort of list I’ll never be able to escape from? Your visitor is willing to take that risk in exchange for something of equal or greater value. 

The digital document being downloaded is called a “lead magnet” in the marketing world because it fundamentally acts like one: it attracts leads, just like a magnet would.

Many people will visit your opt-in page.

A subset of those people will enter into your value trade and give you their email in exchange for your lead magnet.

Fewer and fewer people matriculate from the top of the funnel to the bottom, but as they do, you’re left with only your hottest, most motivated leads. 

The beauty of the sales funnel is that it corrects the most glaring problem in most advisors’ follow-ups: consistency. By employing a sales funnel, you have an automated and reliable way to engage and persuade leads.

Click here to see another solid example of a sales funnel for a financial advisor.

What happens after they download the lead magnet?

After visitors opt-in to your lead magnet, it’s usually best to send them to a dedicated thank you page. After identifying themselves as people who need what you have, these people are ripe to pull into your other media channels or even “upsell” into scheduling a direct call:

But the thank-you page isn’t the most important part.

The prospect usually advances through your sales funnel via the targeted email campaign that comes next. Here, you can provide your audience with even more help and information through the lens of your brand, which keeps you top-of-mind and motivates them to take action.

The best content to send to your audience is helpful and actionable for their financial needs. Don’t be afraid to share up to 90% of your knowledge to demonstrate value.

If you’d like more tips about increasing the size of your subscriber list, check out our article here.

Many financial advisors use their email subscriber list as recipients for their newsletters. To get the most out of your newsletter, here’s a top strategy. 

“What are the secrets of a successful sales funnel?” #1: Knowing what your audience wants. 

Consider the literal questions bouncing around in your dream clients’ brains as they lay awake at night. If you can offer them a shot at fixing this problem with your lead magnet, more of your visitors will turn into leads.

#2: Keeping track of your metrics using dollars and cents. 

Only things that are measured can be improved, and you want to be running as cost-effective a marketing plan as possible. Consider how much it costs you to get a single opt-in.

How many of these opt-ins become reach-outs? How many reach-outs become sales calls? 

When you calculate these numbers, you’ll spot the leaks in your funnel and have the opportunity to patch them.

Want a Professional Sales Funnel Built on Your Behalf?

In an increasingly competitive landscape, prioritizing lead conversion and meticulous follow-up is essential for financial advisors seeking sustained growth. 

At Indigo Marketing Agency, we specialize in creating sales funnels on behalf of financial advisors so they can increase their audiences, engage new prospects, and create end-to-end client pipelines using digital solutions. Elevate your conversion efforts with the Total Marketing Package Growth Tier and harness the power of the lead magnet funnel to optimize your pipeline and increase the likelihood of conversion with no cracks in the follow-up process.

Interested in learning more about how sales funnels can help your business scale? Schedule a strategy call with our experienced team today. We’ll get to work creating, managing, and optimizing your own proprietary sales funnel, targeting your ideal clients in your local area.

The post Sales Funnels for Financial Advisors: Creating Your Digital Lead Machine appeared first on Indigo Marketing Agency.

Elevate Your Marketing Through Social Media, Video, and Email With the Total Marketing Package Stand Out Tier

The Total Marketing Package Stand Out Tier (aka TMP Stand Out) is our mid-level marketing solution tailored specifically for financial advisors. At its core, it’s designed to elevate your online presence, engage your audience effectively, and ultimately bring clients in the door.

With Stand Out, we offer a suite of services that cover every aspect of modern marketing. From crafting custom articles in your unique voice and optimizing them for search engines, to amplifying your social media presence, to crafting custom video, it’s a multichannel solution to add some instant rocket fuel to any financial advisor’s business.

Who Is TMP Stand Out For?

TMP Stand Out is specifically tailored for financial advisors who understand the importance of a strong online presence in starting conversations with clients. Whether you’re an independent advisor or part of a larger firm, Stand Out can help you differentiate yourself in a crowded market and attract high-quality leads.

TMP Stand Out could be for you if you’re looking to:Establish yourself as a thought leader in your industryConnect with your audience on a deeper levelUltimately, grow your business!Why Does TMP Stand Out Work?

TMP Stand Out is built on a foundation of personalized and engaging content. Generic marketing materials simply get glossed over and forgotten, making it worse than doing nothing at all. That’s why we focus on creating custom articles, social media content, and even videos that reflect your unique brand voice and resonate with your audience.

But it’s not just about creating content. Without attracting eyeballs, we won’t get far. That’s why we optimize the content for search engines to garner maximum visibility online.

With Google placing increasing importance on custom content that engages audiences, it’s more important than ever that your content is actually interesting, engaging, and thought-provoking.

Additionally, TMP Stand Out includes: Branded email marketingAn automated welcome series to warm cold leadsMonthly marketing metrics to spot problems before they start Uncovering untapped opportunities

This broad approach ensures that every aspect of your marketing strategy is covered, so you don’t miss out on potential leads who don’t engage through any one medium.

What Happens When You Start With the TMP Stand Out?

We start by conducting a strategy session to understand your unique offering and market positioning. This allows us to chart a course that aligns with your business goals and starting point.

From there, we work closely with you to build holistic marketing campaigns that stand the test of time. We don’t believe in one-size-fits-all solutions; instead, we continuously refine and optimize your campaigns to ensure maximum effectiveness as we take a careful, data-driven approach to snowballing success.

With Stand Out, you’ll have access to a dedicated account manager who will guide you every step of the way. Whether you have questions, feedback, or new ideas, your account manager will be there to support you, temper your ideas, and ensure that your marketing efforts are always on track.

In Summary

The TMP Stand Out service offers financial advisors a comprehensive solution to elevate their online presence, engage their audience, and drive sustainable growth. If you’re ready to take your marketing to the next level, Stand Out could be the digital marketing solution you’ve been waiting for.

Ready for Liftoff?

Managing social media, email marketing, search engine exposure, and custom video creation can quickly turn into a full-time job, especially if you’re inexperienced in any of these skills. 

At Indigo Marketing Agency, we exclusively work with financial advisors just like you to amplify their voice and create a client pipeline—all while ensuring any and all content is compliant, professional, and factual.

Interested in hitting the ground running with a marketing approach that works? Click here to set up your free strategy consultation.

No matter what, you’ll walk away with useful information you can use this year to boost your professional presence.

Reach out today and get the process started for expanding your client base this year.

The post Elevate Your Marketing Through Social Media, Video, and Email With the Total Marketing Package Stand Out Tier appeared first on Indigo Marketing Agency.

5 Signs You’re Poised for a Marketing Breakthrough: How to Get New Financial Advisory Clients in 2024

Our Total Marketing Package Nurture Tier (aka TMP Nurture) involves building, launching, and continually optimizing a lead-focused marketing campaign on your behalf. We utilize lead funnels to attract and qualify the right audiences, identified by their location, demographics, personal traits, and financial needs.

Though it’s a proven effective strategy to grow an advisor’s client base, it may not be for everyone. Here are 5 signs you’re a good fit to move forward:

1. You’re ready to be a thought leader.

Most people searching for a financial professional aren’t educated enough in the industry to make an informed decision. Through being a thought leader, TMP Nurture elevates your brand and cements you as a purveyor of actionable, useful information. This goes beyond what someone might find in a cursory Google search.

Being a thought leader includes conveying novel opinions, personal insights, and custom-made resources that aren’t available anywhere else. (Have you considered utilizing webinars and courses to find more clients?) If you have the experience and acumen to position yourself as a helpful financial advocate, then your service will dovetail with TMP Nurture swimmingly!

2. You have a specific target market in mind.

TMP Nurture works by identifying a target market that will be most receptive to a consistent angle of marketing. In effect, our approach works by giving prospects information and tools to solidify our advisor clients as the de facto choice for managing their accounts.

For example, some successful advisors in the past have focused on factory workers, international families, professionals in the tech sector, or inhabitants of a certain county or city.

3. You understand that leads come from relationships, not one-and-done social media ads.

Your best clients get to know the real you. They continue to work with you because they trust you. This trust-building process begins not when the partnership starts, but before.

Like forming a diamond, you can’t increase the pressure to reduce the time needed for it to come into existence. There are many verticals that one-time marketing works great for, like Amazon sales or impulse buys. High-touch financial services is not one of them.

It’s therefore about curating and convincing an audience, not hard-selling them with a flashing “BUY NOW” button. Via TMP Nurture, your prospects will be invited to learn about you through several different touch points over time, carefully building up your brand in their eyes rather than pressuring them into something they’re not yet ready for.

4. You know that trust and authority are everything in your industry.

Aside from these being integral to any relationship, at the time of this publication (2024), Google has recently released an update to the way search engine ranks are calculated. Now Google more heavily considers how much of the content your visitors read and how much they interact on the page.

Instead of keyword stuffing, it’s the actually interesting and valuable stuff that matters. By ranking more strongly on search engine results pages, you’ll be able to funnel more targeted leads to your website and attract more interested leads because of it.

5. You have the bandwidth for growth.

Having the capacity to grow means more than just having time in your schedule, it means having the infrastructure and resources to handle an influx of new clients. With TMP Nurture, it’s crucial that your practice is ready to manage a higher volume of leads and the subsequent client relationships. This involves not just the time to engage with new prospects but also the operational support to onboard and service them effectively, providing them the A+ care that ideally is your daily standard.

Ready to Welcome New Conversations and Clients?

At Indigo Marketing Agency, we’re happy to have a conversation with you about marketing goals, expectations, and the strategy to get there. We exclusively serve financial advisors, which means we have a deep understanding of your offerings and compliance needs.

Click here to set up your free strategy consultation today!

Even if you opt to take on your own marketing or outsource it to someone else this year, you’ll still leave the meeting away with valuable insights for creating a positive-ROI marketing campaign while avoiding the common and expensive pitfalls that hamper success.

The post 5 Signs You’re Poised for a Marketing Breakthrough: How to Get New Financial Advisory Clients in 2024 appeared first on Indigo Marketing Agency.

The Biggest Mistakes Financial Advisors Make on Social Media and How to Fix Them Today

The world of digital marketing is ever-evolving, and social media stands out as an exceptionally powerful tool! Financial advisors can leverage this tool to connect with clients, build trust, and grow their business. But many advisors fall into common traps that hinder their social media success. #FAIL!

At Indigo Marketing Agency, we specialize in helping financial advisors optimize their marketing strategies. Here are some of the biggest mistakes advisors make on social media and actionable ways to fix them ASAP.

1. Lack of a Clear Strategy

Mistake: Posting sporadically without a coherent plan

Solution: Develop a comprehensive social media strategy. Define your goals, target audience, and key messages. Create a content calendar to ensure consistency and relevance in your posts. At Indigo, we help advisors craft tailored social media plans that align with their business objectives and client needs.

2. Ignoring Engagement

Mistake: Posting content without engaging with followers or other users

Solution: For every post you make, comment on at least five other people’s posts. This increases your visibility and fosters a sense of community. Engage with comments on your own posts as well. Meaningful interactions can turn followers into clients. Our team at Indigo can show you how to effectively engage with your audience to build stronger relationships.

3. Overly Promotional Content

Mistake: Constantly promoting your services without providing value

Solution: Adopt an 80/20 rule: 80% of your content should educate, inform, or entertain your audience, and only 20% should be promotional. Share insightful articles, tips, and industry news that your clients care about. We help advisors create balanced content that positions them as thought leaders while subtly promoting their services.

4. Not Leveraging Analytics

Mistake: Failing to analyze social media performance and adjust strategies accordingly

Solution: Regularly review your social media analytics to understand what’s working and what’s not. Metrics such as engagement rates, impressions, and follower growth can provide valuable insights. We offer in-depth analytics services to help advisors refine their social media strategies for better results.

5. Neglecting Personal Branding

Mistake: Focusing solely on the business and neglecting the personal brand

Solution: Personal branding is crucial in the financial advisory space. Share your personal experiences, values, and insights to create a connection with your audience. Authenticity can significantly enhance trust and engagement. Indigo assists advisors in developing a strong personal brand that complements their professional presence.

6. Inconsistent Visual Identity

Mistake: Using inconsistent visuals and branding across posts

Solution: Maintain a consistent visual identity by using the same colors, fonts, and logos in all your posts. This creates a cohesive and professional look that reinforces your brand. We provide design services to ensure your social media visuals are on-brand and visually appealing.

7. Ignoring Paid Advertising

Mistake: Relying solely on organic reach and not investing in social media advertising

Solution: Use targeted ads to reach a broader audience. Platforms like LinkedIn and Facebook offer sophisticated targeting options that can help you reach your ideal clients. We help advisors set up and manage effective social media ad campaigns that drive engagement and conversions.

8. Not Utilizing Video Content

Mistake: Sticking to text and image posts and neglecting video content

Solution: Video content is highly engaging and favored by social media algorithms. Create short, informative videos that address common client questions or provide financial tips. At Indigo, we can assist in producing high-quality videos that resonate with your audience.

9. Overlooking Compliance

Mistake: Posting content without considering regulatory compliance

Solution: Ensure all your social media posts comply with industry regulations. Use disclaimers where necessary and avoid making unsubstantiated claims. We offer compliance support to help advisors navigate the regulatory landscape and post confidently.

10. Failing to Be Consistent

Mistake: Posting inconsistently or abandoning social media efforts after a short period

Solution: Consistency is key to maintaining engagement and building a loyal following. Stick to your content calendar and keep your audience engaged with regular updates. We help advisors stay on track with consistent posting schedules and content planning.

How Indigo Marketing Agency Can Help

The Indigo Marketing Agency team specializes in helping financial advisors succeed on social media. 

Check out what our services entail:

Strategic Planning: We develop customized social media strategies that align with your business goals.Content Creation: Our team produces engaging and compliant content that resonates with your audience.Engagement Tactics: We provide guidance on how to interact effectively with your followers and build meaningful relationships.Analytics and Reporting: We offer detailed analytics to help you understand your performance and refine your strategy.Personal Branding: We assist in building a strong personal brand that complements your professional presence.

Avoiding these common mistakes and implementing these actionable strategies goes a long way in helping financial advisors enhance their social media presence, increase engagement, and attract more A+ clients! 

Remember that you don’t have to tackle marketing on your own. That’s what the experts at Indigo Marketing Agency live for! Contact us today for a free strategy call to learn more about how we can help you win at social media.

The post The Biggest Mistakes Financial Advisors Make on Social Media and How to Fix Them Today appeared first on Indigo Marketing Agency.