Who We Serve

Helping financial advisors Achieve measurable results.

Indigo Marketing Agency specializes in working with independent financial advisors who want to boost their marketing and enhance their communication to see real, measurable results. Our team of experts crafts personalized content and marketing campaigns to help you target your specific niche, stand out from the competition, and attract your A+ clients.

Advisors Choose us because we provide custom solutions.

We know every advisor is unique and has their own story to tell. That’s why we take the time to get to know you and your firm, so we can create a personalized marketing plan that fits your needs. Whether you need a new website, search engine optimization, or a total marketing package, we’ve got you covered.

Your Story, Your Voice

Don’t settle for generic marketing. We tell your story in your unique voice with custom, done-for-you content. Say what you want to say, when you want to say it.

Stand Out From The Crowd

With our team’s extensive industry knowledge, invaluable experience, and expertise in the field, we know exactly what it takes to make your firm stand out.

Save Time

Our clients understand the importance of a cohesive marketing strategy but lack the time or expertise to execute it. We manage it all so you can focus on serving your clients.

Our clients come to us because they want to be in control of their own marketing destiny.

With a true specialty they want to showcase, our clients want to partner with a team that understands their vision. Our Indigo team is passionate about helping you succeed, and we’ll work tirelessly to make sure your marketing reflects your unique value proposition.

Broker-Dealers Over Advisors We Serve

How can we help?

Frequently Asked Questions

Looking for more information? Check out our frequently asked questions, or schedule a consultation with one of our experienced marketing strategists below.

Still Have Questions?

If you still have questions, schedule a free consultation with one of our experienced marketing strategists. We would love to hear from you!

What Makes Indigo Marketing Agency Different?

At Indigo Marketing Agency, we help independent financial advisors reach more people by staying top of mind with custom content marketing. We know marketing only works when done consistently, so we do your marketing so you can focus on what you do best. We’ve worked with over 500 top financial advisors on their websites, social media, and content marketing strategies. Our team members include CPAs, CFP® professionals, former financial advisors, and financial marketing specialists.

Most advisors work with us because they want a custom marketing solution. They may have a unique specialty or want 100% control over the way their story is told. There are many great generic marketing solutions out there, but at Indigo, we create custom marketing on a regular basis to fit your firm and tell your story.

How Do You Create Custom Content?

We use a survey process to understand your background, your story, and your firm. Once you choose a topic for an article or blog post, just send us some notes or additional resources that might guide our experienced writers, who include CFP® professionals and CPAs. We write with your ideas, investment philosophy, and personality in mind. We’ll send a draft for you to review and make any changes you’d like. Once approved, we’ll send the content to compliance.

How Will You Send Out My Content?

We send out your content through several channels for maximum exposure. This includes:

Your website as a blog post
By email to your clients and prospects
On LinkedIn as a publication
On Facebook targeting your clients and their friends
On Twitter as an update

How Do You Work With Compliance?

We know compliance is an important concern, and we work with all major independent broker-dealers. All the content we create goes through compliance before being published. Once approved for public release, we post on your website, accompanied by proper disclosures. We’d be happy to help you navigate the compliance rules with social media. You’ll need to have approval from your compliance department and archive your social media posts with Erado or Smarsh. We can work directly with your compliance department to submit content on your behalf and make required changes. If you’re using FMG Suite or similar provider for your website, we’ll upload your content to your compliance department using the built-in interface. After it’s been reviewed, we’ll make any required changes and resubmit on your behalf to minimize the time you have to spend on your marketing.

What About Search Engine Optimization (SEO) for My Website?

While most SEO firms charge high monthly fees and require at least a one-year commitment, our one-time SEO Package for Financial Advisors is designed to deliver maximum impact by completing the most important SEO tasks for your business. It is included in the setup process for our Total Marketing Package.

Do I Have to Use Social Media?

The best time to start using social media is 10 years ago or today. Advisors we work with get hundreds of website visits from social media. But you don’t have to concern yourself with the confusing hassle that social media can be. We’ll create your social profiles and log in on your behalf to share your content and grow your network. Creating and optimizing your social media profiles is part of the setup process for our Total Marketing Package. We do work with some advisors who do not use social media for various reasons.