Meet Our Team: Lori’s Story
Indigo Marketing Agency Blog
by Claire Akin
3w ago
If you’re a long-time Indigo client, you’ve probably had the privilege of working with Lori Koepke—a talented and experienced Account Manager and a key contributor to our success here at Indigo Marketing Agency.  When Lori first came to Indigo, she was one of about six employees and the only account manager on the team. Lori says, “Even though Indigo has grown so much, there’s still that closeness and camaraderie between team members that I absolutely love and value in a workplace.”  The role of an account manager is not just an administrative role, but also one of a coach, a teach ..read more
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41 Top Influencers for Financial Advisors in 2023
Indigo Marketing Agency Blog
by Claire Akin
1M ago
As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. With so much going on, it can be challenging to keep track of everything. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out the list below. 1. Bill Cates If you need help figuring out how to identify the best niche for your firm, Bill Cates is your guy.  He’s a referral coach for top advisors, a bestselling author, a hall-of-fame keynote spea ..read more
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3 Tips on How to Boost Your Marketing in 2023 (Video)
Indigo Marketing Agency Blog
by Indigo Team
1M ago
Are you ready for a successful 2023? Does your marketing strategy align with your goals for the new year? Indigo Marketing Agency specializes in helping financial advisors like you with their marketing, growth, and communication strategy. Let’s talk about your upcoming goals for 2023 and what you should be doing from a marketing perspective to help you make them a reality. Our 3 tips for boosting your marketing in 2023: 1. Be the Light  With all the noise from the news and social media, it can be confusing to understand where things are headed. Take advantage of the opportunity to be ..read more
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Markets Down? Crank UP Your Marketing.
Indigo Marketing Agency Blog
by Claire Akin
1M ago
Continuing market volatility and recession fears means that just about everyone is looking for ways to cut expenses down to the bare minimum. Financial advisors are far from the exception. But if you’re an independent financial advisor, cutting back on your marketing efforts will have the opposite desired effect. Your clients and prospects need your expertise now more than ever. So don’t shy away from maximizing the opportunity a down market can bring to shine a light on how you can help.   If you need a little more convincing, let’s dig a little deeper.  Why Does Downturn Marke ..read more
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Podcast: The Importance of Marketing With Indigo Marketing Agency
Indigo Marketing Agency Blog
by Claire Akin
3M ago
On his podcast Bridging The Gap, host Matt Reiner recently welcomed our founder, Claire Akin, to dig into the basics of embracing a speciality and the importance of marketing “you” as a person and not necessarily “you” as a brand or company—just to scratch the surface! This is a must-listen for any advisor wondering how to grow their business more naturally and in a way that benefits everyone. Let’s break down some of the main takeaways from this engaging interview. Be a Go-To Specialist Hands down, Claire points out that the most reliable way to help financial advisors share their true value ..read more
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Indigo Marketing Agency Featured in Bob Veres’s Inside Information
Indigo Marketing Agency Blog
by Claire Akin
5M ago
We’re happy to announce that Indigo Marketing Agency was featured in Bob Veres’s August 2022 issue of Inside Information, a go-to resource for financial planning, financial advisor, and investment advisor professionals. In every issue, Veres delivers cutting-edge discussions with the industry’s thought leaders and change-makers—and we’re honored to be included! In a deep dive with Indigo founder Claire Akin, Veres discusses how we use our Testimonial Program to collect and post client testimonials for financial advisors in a regulatory, compliant way.  Why Are Testimonials Important for F ..read more
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What Is the Best Length of Blog Post for Financial Advisors?
Indigo Marketing Agency Blog
by Claire Akin
9M ago
We get this question all the time: What is the perfect blog post length—how many words—for a financial advisor?  Google used to have in their algorithm that a longer blog post was better and that 2,300 words was the sweet spot, so you’ve likely heard that metric repeated a lot. Just like everything with digital marketing, there’s a lot of nuance to it, so it’s not that simple.  When trying to give you the best answer to your question, Google wants to provide helpful and relevant content. But if you Googled “how to make rice,” would you want to read 2,300 words about it? Probably not ..read more
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Independent Websites for Independent Financial Advisors
Indigo Marketing Agency Blog
by Claire Akin
9M ago
When was the last time you updated your website? Quick question: If you could wave a magic wand and change one thing about your website, what would it be?  Maybe you wish you could… Own your site outright (because you’re sick of paying hundreds of dollars per month to “rent” it from a site like FMG Suite) Generate more leads (because your traffic’s gone flat and no one is finding you online) Zap your site into the 21st century (because right now it’s outdated and missing key conversion tools like maps integrations, a “get started now” page, or a calendar scheduler) Have a site that looks ..read more
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Testimonial Program for Financial Advisors
Indigo Marketing Agency Blog
by Claire Akin
9M ago
The new testimonial rule has officially gone into effect as of May 4, 2021! This completely revolutionizes the way financial advisors can market their services. But as an advisor, how do you effectively use the new testimonial rule in your marketing without running into compliance issues?  That’s where we come in.  We’re excited to announce that Indigo is now offering a Testimonial Program to help advisors get glowing client reviews online—all while remaining compliant. This program is especially powerful for any advisor looking to strengthen their reputation and trustworthiness ..read more
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We Made Michael Kitces’ List of Marketing Vendors! (Save $50 on His Marketing Summit Now)
Indigo Marketing Agency Blog
by Claire Akin
10M ago
The Kitces Marketing Summit is a virtual event happening April 19, 2022—and you’re invited!  This highly anticipated event is for advisors, by advisors. And we’re honored to announce that Indigo Marketing Agency is listed as a Prospective Vendor! What does this mean for you? As a friend of Indigo, you can save $50 on your ticket when you use code KitcesIndigo at checkout. What’s the Kitces Marketing Summit About? Kitces Marketing Summit is a four-hour event that teaches you how to use education-based marketing to showcase your (unique) expertise.  More specifically, it’s a laid-back ..read more
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