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How to Craft the Perfect Financial Advisor Marketing Budget

Indigo Marketing Agency

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.

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5 Steps to an Effective Lead Magnet for Financial Advisors

Indigo Marketing Agency

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?