Remove Consultants Remove Prospects Remove Webinar
article thumbnail

How financial advisors can ROCK their webinars like Mick Jagger!

Sara Grillo

In this blog I’ll tell you financial advisors how to rock a webinar and get new clients without boring everybody to death! Getting the prospect’s attention is the big hurdle – but what happens when you have a meeting or a conversation with a prospect, and the deal falls flat? Hook them in for the rest of the webinar!

article thumbnail

Making Your Website Visible: Top Takeaways From Our Joint Webinar With Schwab

Indigo Marketing Agency

Recently, Indigo’s very own Hugo Fernandez was featured in a webinar with Schwab Advisor Services. If you missed the webinar, be sure to check out Hugo’s top takeaways below! To put it into context, studies show that 95% of prospects first research a firm online before initiating contact. Financial advisor in Los Angeles, CA).

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Lock in Success: Your 2025 Marketing Game Plan

Indigo Marketing Agency

It lets you explain complex topics in a way that feels personal and relatable, helping you connect with clients and prospects on a deeper level. For financial advisors, incorporating video into your strategy can make all the difference when it comes to client retention and attracting new prospects. That’s why video is so powerful.

article thumbnail

Mastering the Call to Action: A Guide for Financial Advisors

Indigo Marketing Agency

On any given piece of marketing—whether it’s a social media ad, an email, or a webinar—the CTA is the second most critical line beneath only the headline or subject line in importance. By compelling visitors to take specific actions, you increase the likelihood of turning prospects into clients.

article thumbnail

How To Grow Your Retirement Business In The 2020 Economic Crisis (Webinar)

Indigo Marketing Agency

And we do everything from run their website, create their content, help them create webinars, do all of their social media postings. He’s the president and founder of the Retirement Learning Center, which is an independent ERISA consulting and training firm that serves independent financial advisors.

article thumbnail

How to Optimize Your LinkedIn Headline

Indigo Marketing Agency

What does this have to do with me, the prospective buyer? If I am a prospective buyer, I may be put on the defensive by the headline, as I’m not sure I want you rainmaking with my money. Too many titles and keywords can be confusing to prospects. Just because you love doing something doesn’t make you good at it.

article thumbnail

Why Your LinkedIn Campaign Sucks: What Advisors Are Missing

Indigo Marketing Agency

What’s missing is a bona fide sales funnel that systematically guides prospects from curiosity to interest and ultimately to conversion. Advisors should create a structured pipeline where each piece of content serves a specific purpose in moving the prospect through the funnel.