Indigo Marketing Agency

AUGUST 15, 2024

It’s important to invest in marketing, but it’s equally important to ensure your spending aligns with the overall financial health of your business. This way, you can actively monitor the amount you spend and the return on your marketing investment before solidifying your target budget amount.

Best Practices 52

Best Practices Education Funds Leveraging 52

Indigo Marketing Agency

AUGUST 21, 2024

In this quick 5-minute video, I break down the 5 essential steps for creating a powerful lead magnet for your financial advisory practice, plus some best practices to keep in mind. Ask yourself the following questions: Are you targeting young professionals looking to learn about investing?

Prospects 52

Prospects Best Practices Taxes Investing 52

Indigo Marketing Agency

DECEMBER 11, 2024

Assets like webinars, case studies, whitepapers, and a high-speed, mobile-friendly website are crucial elements in driving prospects to the next stage. Check the table below for some best practices for automated and manual sequences. What are the best practices for using automated sequences in financial advisor marketing?

Best Practices 52

Best Practices Prospects Assets Returns 52

Indigo Marketing Agency

MARCH 5, 2025

Lead Generation & Thought Leadership Financial seminar promotion is one of the best lead-generation strategies for financial advisors. By sharing knowledge on topics such as retirement planning, wealth management, and investment strategies, you demonstrate your expertise while attracting an audience already interested in your services.

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Education Consulting Consultants Prospects 52