It used to be that if you were a financial advisor, all you needed was a website to have credibility in the marketplace.  But times have changed. It’s not enough just to take up space and prove you exist with a website. Now you need a great (not just good) website. Have you ever found yourself on a website that felt clunky, impersonal, or—even worse—potentially fake? Potential prospects are poking around your site, vetting your credibility, and looking for reasons NOT to hire you. But there are some proven best practices to follow that never go out of style. After helping more than 300 ..read more

You know the power of a positive first impression. And prospects’ initial impression of your company is typically based on your website. Particularly for financial advisors, website design quality is of utmost importance—it’s a digital showroom of what your company can offer to the individuals and families who will trust you with their hard-earned wealth. In addition to highlighting your professionalism and trustworthiness, successful financial advisor website design must also communicate your special knowledge and value offer. It’s a delicate balancing act, but it can be done. Let’s take a ..read more

  In today’s digital age, social media isn’t just a platform for sharing cat videos and vacation photos—it’s a powerful tool for building your brand, connecting with clients, and growing your business. But with so many platforms and strategies to consider, where do you even begin?   In this comprehensive guide, we walk you through everything you need to know about using social media effectively as a financial advisor. From crafting engaging content to leveraging the latest trends, we provide actionable tips and strategies to help you stand out from the crowd and achieve your goal ..read more

Imagine your life as it is now—except the year is 1984. SEO for financial services won’t exist for another few decades. Reagen just won his second term and “Karma Chameleon” is number 1 on the charts. You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice.   Do you choose: Newspaper ad Radio spot Billboard Phonebook ad   (Remember…there IS a right answer!)   A smart financial advisor would invest in the phonebook ad every time.   In the pre-internet days, a tiny 2-inch-by-2-inch square of advertising in the phon ..read more

Financial advisor compliance guidelines might seem insignificant, but as blogging increasingly gains steam as an effective marketing tool, the SEC is watching more and more.  It’s true that blogging has become an essential vehicle for financial advisors to connect and engage with clients and potential clients. It’s become the number-one way for businesses to deliver authentic, meaningful messages to their reading audience. But there’s a big catch—compliance! If you’re not on the right side of the compliance police, you’re asking for trouble.            ..read more

Just like a Swiss Army knife preps you to be ready for anything, email marketing equips financial advisors with the means to nurture leads, educate clients, and build lasting relationships…all with the click of a button.    Today, we can take advantage of email tools that make digital marketing for financial advisors 99% less work, making it a set-it-and-forget-it strategy you can kick-start once and profit from forever.   It’s the tool that keeps you continuously connected in our digital age, proving that even in your crowded, competitive market, having the right tools ..read more

  Indigo Marketing Agency has announced the release of new tiers to their legacy Total Marketing Package tailored for financial advisors. The release offers a tiered pricing system that gives advisors added scalability and control over their communication and brand.  Indigo Marketing Agency gives financial advisors additional tools to enhance their web presence, connect with more clients, and develop a solid lead generation pipeline. And by offering a tiered approach, advisors can choose a plan that aligns with their business goals, or choose a plan to help them scale their busin ..read more

As a financial advisor, you understand the importance of a robust online presence in today’s digital landscape. With potential clients turning to the internet to find financial advice and services, optimizing your website for search engines is crucial. However, navigating the world of SEO (search engine optimization) can be daunting, leaving many financial advisors with questions and uncertainties. In this blog post, we delve into the realm of SEO for financial advisors, addressing some of the biggest questions and providing insights to help you elevate your online visibility and attract v ..read more

In today’s digital world, email marketing for financial advisors is an extremely powerful tool. Using the right strategy, you’ll be able to attract new business, interact with current clients, and convert leads into customers. This guide provides you with step-by-step information and strategies to take your email marketing to the next level. 1. Select Your Email Provider First things first. Your email provider is essential to the security of your ongoing correspondence and data. Take your time choosing an email provider that gives dependable, secure, and effective service and best fits you ..read more

Indigo Marketing Agency, a leader in financial advisor marketing, has announced the launch of its educational webinar event specifically for independent financial advisors seeking to scale their businesses efficiently.  Titled “How to Create Your Marketing Strategy and Grow Your AUM by 25%,” this free, educational content aims to transform the way financial advisors approach marketing by equipping them with the proven plan that has been pivotal for the success of hundreds of advisors since 2015. A Road Map for Financial Advisors The content focuses on personalizing success, teaching fi ..read more