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Staying Home? Take These 5 Easy Steps To Supercharge Your Marketing (Video)

Financial advisor blogging

Do you need to improve your marketing as a financial advisor?

Financial advisors across the country are now working from home due to the coronavirus pandemic. Even if you can’t meet with prospects face-to-face, there are steps you can take to improve your marketing—beef up your online presence and attract your ideal clients—without even leaving your couch.

I’m going to share with you five simple things you should do today to improve your digital appearance as a financial advisor. These tips build off of each other, so you’ll have the most success if you do them in sequential order.

And just a heads-up: we show you exactly how to complete each tip, so feel free to follow along and complete each task as you read through the article and watch the videos. 

Let’s get started.

Improve Your Marketing Step 1: Grow Your Email List (Export Your Contacts From Outlook Or Gmail & Import To Mailchimp)

The first step to improve your marketing and grow your business is to have a solid email list in place. Why? Because email is still the bread and butter of marketing. It drives traffic to your website, builds trust, helps people understand what you do best, and turns prospects into lifelong clients. 

So, for tip #1, we’re going to show you how to export your email list from Gmail or Outlook and import it into Mailchimp. This way you can keep on winning over prospects even while you’re stuck at home. 

First up, you need to export your current email list from Gmail or Outlook. This part is pretty easy thanks to Google’s and Microsoft’s clear instructions. If you use Gmail, follow these steps to export your contact list as a CSV file. If you use Outlook, follow these steps. (This part should take no more than 5 minutes.) 

Once you have your exported email list, it’s time for the fun part. We’re going to import them into Mailchimp. To complete this step, watch the video or follow the instructions below.

Log in to your MailChimp account and navigate to the Audience tab at the top of the screen.

  • Click the Manage Audience drop-down menu and select Import Contacts. 
  • Make sure CSV or tab-delimited text file is selected (it should be by default), and click Continue to Setup. 
  • Browse to find the CSV file you exported and click Continue to Match. 
  • Check to make sure the fields match. Then click Continue to Review. 
  • Organize your contacts by creating a tag for them. You could label them as current clients, prospects, COIs, event participants, or whatever you’d like. Then click Continue. 
  • You’ll see a You’re all set to import! message if you’re ready to import. If you get an error message instead, follow the steps to correct any mistakes. Then click Import. 
  • The next screen will tell you how many contacts were successfully imported and how many were invalid. 

Quick tip: MailChimp doesn’t let you import role-based email addresses that start with words like admin or info. If you have any role-based addresses in your list, see if you can get a better email address for that person. Then you can manually add them as a contact in MailChimp. 

Here’s how to do that:   

  1. Log in to MailChimp and click on the Audience tab at the top of the screen. 
  2. Hover over the Add Contacts section and click Add a subscriber. 
  3. Enter your contact’s email address, first name, and last name. 
  4. Tick the two checkboxes at the bottom of the screen. The first box confirms that the person gave you permission to email them. The second tells MailChimp to update this person’s profile if they’re already on your list (which helps prevent duplicate contacts). 
  5. Click Subscribe. 

That’s it! Now you can send personalized emails to your newly imported contacts whenever you like. 

Do you use Constant Contact instead of MailChimp? Here are instructions on how to add people to your Constant Contact email list. 

Improve Your Marketing Step 2: Upload Your Contact Lists To LinkedIn & Grow Your Network In Seconds

If you’re looking for an effective way to increase your online following, it doesn’t get any easier than LinkedIn. All you need is an exported contact list from your CRM, email marketing platform, or a spreadsheet of clients and prospects you created yourself. You can even use the CSV file you exported in Tip #1. 

Once you have that list in hand, you can easily add hundreds (or thousands) of new connections on LinkedIn in less than two minutes. 

Watch the video below to see a walkthrough of exactly how to import your contact list to LinkedIn: 

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To recap, all you need to do is follow these simple steps: 

  1. Log in to your LinkedIn account.
  2. From your LinkedIn home dashboard, click the My Network tab at the top of the screen. 
  3. Choose More Options from the left-hand navigation menu. 
  4. You’ll see several upload methods appear on the screen. Click the Upload a File option (the last one in the list). 
  5. Browse for your contact list and click Upload. 
  6. You’ll then see a grid of all the people from your contact list who are on LinkedIn. Click the Select All checkbox, then select Add Connections. 
  7. The next screen asks you if you want to send an invite to the people on your list who aren’t on LinkedIn. We recommend clicking Skip for this step. 

Once you’ve gone through these seven steps, your connection invites are officially sent. Your prospects, clients, and colleagues will begin seeing your posts as soon as they accept your invitation.  

Improve Your Marketing Step 3: Create A Professional Email Signature (Using HubSpot’s Free Generator)

Want to create an eye-catching email signature for free? HubSpot’s simple online tool lets you generate a professional email signature that’s brand cohesive and includes all your important contact information (a win-win in our book).

Watch the following video to see how to create a free email signature in less than 10 minutes: 

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Or, follow these steps:

Step 1: Choose Your Template

Go to HubSpot’s free email signature generator.

Uncheck the Created With HubSpot button at the top of the screen. (If left selected, this generates an ad in your email signature that invites others to create a free signature.)

Then choose your email signature template. We chose Template 6 in the video above, but feel free to use whichever style suits your preference.

Step 2: Add Your Signature Details

Go to the next tab and enter your signature details. This includes information such as your name, job title, company name, phone number, website, social media profiles, and more. 

If there are any pieces of information you don’t need—such as a physical address—leave those fields blank. But we highly recommend adding your social links for LinkedIn, Facebook, and Twitter, so prospects can connect with you online. 

Step 3: Add Your Brand Colors

Now it’s time to move on to the stylized tab, which is where you’ll customize your signature’s theme, text, and link colors to match your brand.  

If you don’t know your brand colors, that’s okay. You can upload your logo to Pine Tool’s Image Color Picker, and the free tool will generate codes for the colors used in your logo. You can then copy and paste these codes into HubSpot. 

Quick tip: If you’re leaving your text color black as default, we recommend changing it to a dark gray (try #555555) so it doesn’t look as stark against the white background.

Step 4: Add Your Custom Images

Click over to the last tab to add custom images to your signature, such as your profile picture, firm logo, and a call-to-action button. 

Adding a profile picture is optional. Some advisors like to do it because it adds a level of trust to their communications and makes them more recognizable. But this part is up to you. 

If you’d like to add a profile picture:  

  1. Go to your website.
  2. Right-click on your photo, and select Copy Image Address. 
  3. Paste it into the Profile Picture section of the generator. 

Next, you’ll want to add your financial advisory firm’s logo. The generator doesn’t let you upload an image of your logo, so you’ll need to grab the logo link from your website. If you don’t have it, ask your admin or website developer to get it for you. Then copy and paste the link into the Company Logo section. 

Lastly, you’ll want to add a call-to-action button so prospects can schedule an appointment with you directly from your email signature. 

Quick tip: If you create a Calendly account in #4 (below), you can use that as your call-to-action button link.  

Step 5: Add The Signature To Your Email

You’re almost finished! Now it’s time to generate your signature and add it to your email. Here’s how you do it: 

  1. Once you’ve gone through all four tabs, click the Create Signature button. Then click Copy Signature. 
  2. Go to your email account and navigate to the settings. Look for the spot to change your signature and paste the information into the box. 
  3. Save your changes.

After you generate your free signature, you’ll get emails from HubSpot inviting you to try their CRM. If you’re not interested in this service, click Unsubscribe in the footer of the email; this way you’ll stop receiving communications from them. 

Improve Your Marketing Step 4: Set Up Calendly So Prospects Can Schedule A Call Online 24/7

An appointment scheduler allows prospects to schedule a call with you at any time. Instead of having to go back and forth with you via email to set something up, they can instantly look at your availability and choose a time slot that works for them. 

There are dozens of appointment schedulers out there, but our personal favorite is Calendly. It’s free, easy to use, and looks professional. Plus, Calendly syncs to your calendar, so it automatically knows if you have a dentist appointment, a meeting, or any other scheduling conflicts.

Watch the following video to learn how to set up your Calendly account and configure it for your website. 

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Or, follow these steps:

  1. Go to the Calendly website, enter your email address, and click Sign Up. 
  2. Log in with Google and follow the prompts to finish creating your account.
  3. Create a URL that has your name or your firm’s name in it.
  4. Now it’s time to configure your Calendly account. You can customize one of the default event types or you can create your own. To create a new event type, click the Event Types tab at the top of the page. 
  5. Click + New Event Type, go to the One-on-One section, and click Create. 
  6. Give your event a name (such as Get Started Now), and click Next. 
  7. Customize your event by changing your time zone, your availability, the duration (I usually go with 15-minute introductory meetings), and how far in advance someone can schedule an appointment (I usually do 24 hours).   
  8. By default, Calendly requires each person to enter their full name and email address when they schedule an appointment. But you also need to know their phone number. To add a required line for phone number, go to the Invitee Questions section.
  9. Click the + Add A New Question button, and enter Phone Number into the Question field. 
  10. Check the Required box, and click Apply. 
  11. Next, you’ll want to personalize your notifications. To do this, click on the Invitee Notifications section and turn on Email Reminders. 
  12. Click the View live page button to make sure everything looks good.

That’s all you need to do to set up Calendly. If you want to customize your account even further (which I recommend doing), I have some favorite tips and tricks. Go ahead and click on the Advanced tab under the When can people book this event? section. Then follow these steps: 

  1. Don’t want to have back-to-back calls? Go to the Availability Increments section and use the drop-down menu to choose how often you want your availability to show. 

For example, if your prospects are scheduling 15-minute meetings, you could change your availability increment to 30 minutes. That way someone can only schedule a call with you every half hour (and you have a 15-minute buffer in case a phone call runs over).

  1. Next up is the Event Max Per Day section. This lets you limit the number of calls that can be scheduled in a day. So, if you only want to have a maximum of four introductory calls a day, you could set that limit in this section. Then, once four calls are booked, that day becomes unavailable on your calendar.  
  2. The last tip can be found in the Minimum Scheduling Notice section. As it sounds, this section lets you limit how soon someone can schedule a call with you. By default, this is set to 4 hours, which means someone could potentially schedule a call the same day. I always change this to 24 hours so I don’t have an appointment sneak up on me. But you can adjust it depending on your needs. 

Once your advanced settings are how you like, don’t forget to hit Save & Close. 

Improve Your Marketing Step 5: Add A Calendly Floating Button To Your Website (So Prospects Can Schedule A Call From Any Page On Your Site!)

Now that you have Calendly set up, it’s time to add it to your website. We recommend adding it as a floating Schedule A Call button that remains in the bottom right corner of your website at all times. Here’s an example of what we mean:    

Financial Planning & Investment Advisory

A floating button is beneficial because it allows prospects to quickly schedule a call with you—no matter where they are on your website. It also serves as a gentle reminder that you’re available to chat with them whenever they’re ready. 

Adding the floating button to your site is easy, but it’s not intuitive. To figure out how to do it, watch the following video: 

https://indigomarketingagency.wistia.com/medias/jrwya8l2ft

Or, follow these steps:

  1. Log on to your Calendly account and click the drop-down carrot next to the Account section at the top of the screen.  
  2. Click Share Your Link from the drop-down menu, and click the blue box next to Add to Your Website. 
  3. You’ll see three options for adding your link to your website: inline embed, pop-up widget, and pop-up text. Click Popup Widget, then Continue.  
  4. Click Copy Code. 
  5. Log in to the back end of your website. 
  6. Navigate to the header section, which is where you can add code to every web page all at once. 

Quick tip: Every website platform has the header section located in a different area. But just look for the word “header” in the back end of your website and you’ll know you’ve found the right place.

  1. Paste the code into the HTML header section and save it. 
  2. Publish your website. 
  3. View your live site to confirm that the floating button is at the bottom of every page.

The floating button has Calendly branding on it by default. If you want this removed, you can buy a Premium subscription to Calendly, which costs $8 per month. The paid version lets you create more than one event type, which could be worth the price depending on your situation. 

If you’re stuck at home due to COVID-19, it’s the perfect time to invest in your marketing so you come out of this crisis poised for more success than ever. Take these five steps today and let us know if you get stuck, we’re happy to help. 

Looking for more ways to improve your marketing as a financial advisor? Find more information on our blog. Or learn more about how we help financial advisors just like you grow their businesses with our Total Marketing Package.  


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Ethan Roberson

Website Project Manager
Raleigh, North Carolina
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Ethan Roberson is responsible for overseeing the development and management of various web projects, and his role involves ensuring smooth communication between teams and delivering high-quality, user-friendly websites. What Ethan enjoys most about his role is the opportunity to bring websites to life. As a self-taught web developer, he’s always been passionate about solving problems and building websites that make a difference. Ethan obtained an associate’s degree in business administration, but taking on a full-time role in digital marketing and web development shaped the path he’s on today.

Originally from a small town called Kittrell, NC, about an hour north of Raleigh, Ethan grew up in a quiet, rural area surrounded by farmland, which gave him an appreciation for simplicity. In his free time, he loves staying active and exploring the outdoors. Whether it’s playing golf, disc golf, shooting hoops, or flying his drone, he finds joy in activities that keep him connected to nature.

Indigo Marketing Team Member Lisa Gaines

Lisa Gaines

Content Deployment Manager
Fort Hood, Texas
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Lisa Gaines spends her work days uploading blog posts to our clients’ websites and LinkedIn profiles, drafting emails, and making adjustments to content as advisors request. Lisa has learned a lot as a long-time member of the Indigo family and has enjoyed seeing the processes evolve to become more streamlined and efficient over time. And she loves working with the amazing Indigo team! 

Lisa is a proud alum of Texas A&M University, where she received a Bachelor of Business Administration in Finance. As a military child, Lisa feels as though she grew up everywhere; however, she claims central Texas as home where most of her family is originally from. She currently lives in Fort Hood, Texas, with her husband, Korey (an active-duty Army officer), and two kids, Madelyne and Jameson. As a military family, Lisa moves quite a bit—often to areas where the job market is small. She loves that Indigo provides her with a steady job she can take with her wherever she goes. When she’s not working, Lisa enjoys dabbling in interior design, binging a good Netflix series, and spending time with friends and family.

Read more about why Lisa loves working with Indigo.

Hugo Fernandez CEO of Indigo Marketing

Hugo Fernandez

CEO
Whispering Pines, North Carolina
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Leading the Indigo team with heart, Hugo Fernandez is passionate about helping our financial advisors attract a flood of their A+ clients with sustainable marketing campaigns. He enjoys running companies that are wildly successful and wearing a black t-shirt every day of his life. When his two favorite things come together, you have an average day at Indigo.

Hugo Fernandez is also CEO of Indigo’s partner company, Just Digital, and author of The Client Acquisition Blueprint. He has personally helped hundreds of entrepreneurs grow their business through his proven blueprint for creating an EPIC marketing strategy and online presence.

Kelli McLeod Director of Client Services

Kelli McLeod

Director of Client Services
Colorado Springs, Colorado
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Kelli McLeod plays an integral role at Indigo while overseeing the Account Services Team, providing customer service, getting financial advisors onboarded and in serving as their primary point of contact during that process. Her team looks to her for her leadership and decision-making abilities For Kelli, the most rewarding part of this role is working with clients one-on-one to ensure they’re happy and that their needs are met.

Kelli has a bachelor’s degree in communications and public relations from Pacific Lutheran University. More recently, she’s done extensive work in the corporate housing and property management industries.

Kelli currently lives in Colorado Springs, Colorado, with her husband, Ian, who is an officer in the U.S. Army, and their two sons, Zachary and Cameron. When she’s not working, you can find her running or hiking, attending group fitness classes, and cooking. Kelli’s also an avid book club enthusiast, so be sure to reach out to her if you’re looking for a new read.

Sara Dressler

Director of Operations

DuPont, Washington

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Sara Dressler manages all systems and operating processes while overseeing several departments. Sara is responsible for supervising many activities within Indigo and identifying areas of improvement to better meet company goals. She functions as the bridge connecting management to every department.

Sara has a bachelor’s degree in business administration and a minor in communications from Pacific Lutheran University. She leverages this degree, along with her years of experience as a virtual assistant, to keep our company running like a well-oiled machine. Sara is happiest when spending time with her family. Her three young boys and life as a military spouse keep her busy, but she wouldn’t trade it for the world. She lives an active lifestyle and loves working out, getting outside, and watching sports with her family (whether it’s on TV, at her kids’ games, or in the backyard).

Elizabeth Reider

Director of Marketing
Clearwater, Florida
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Elizabeth Reider is a woman of many talents. She spent 10 years as a Chief Marketing Officer for a top-level independent financial advisor, and since her entry into financial services, she has networked and become friends with many advisors. Elizabeth admires their empathy, knowledge, and passion for their work, and has seen how independent advisors are more than professionals providing investment and planning advice; they are trusted confidants, life coaches, and guides. Over time, they become a part of their clients’ extended family—and she loves coming alongside that. (Check out this video to hear directly from Elizabeth about why she loves working with financial advisors.)

As Director of Marketing, Elizabeth helps get the word out about how partnering with Indigo can take an advisor’s marketing to the next level and beyond to grow their business and increase their productivity.

Elizabeth earned her bachelor’s degree in management information systems from the University of South Florida Muma College of Business. She also holds a life, health, and variable annuity license, which gives her a special understanding of the many products and services advisors offer. Originally from Clearwater, FL, Elizabeth loves to travel and has visited 12 countries, including extended visits to eSwatini, Africa, to visit family and assist with humanitarian relief programs. She has seen firsthand how independent financial advisors are providing advice to their clients that outpours into the lives of their own families, staff, community, and sometimes across the globe. When she’s not working, Elizabeth enjoys attending orchestral and theater productions with her husband, David, and taking their son, Julian, to art museums, as well as family evenings in the backyard playing baseball with her son and shih-tzu poodle, Wrigley. She is also an active participant in overseas humanitarian work—using her skills to make a difference in the lives of others.

Indigo Marketing Team Member Katie Cress

Katie Cress

Digital Marketing Consultant, Sales & Client Strategist
Cincinnati, Ohio
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It’s Katie Cress’s mission to help financial advisors reach their ideal prospects through custom digital marketing. On any given day, you can find Katie meeting with new financial advisors to learn more about their marketing goals, who they love working with, and why they’re passionate about helping others. Her favorite part of her job is meeting new advisors every day and continuing to learn how each firm and individual advisor is different, and using her marketing and small business background to help them craft a game plan that empowers them to grow their business and enhance their services. Often described by loved ones as a “helper” and “caretaker,” Katie is passionate about advocating for her advisors’ needs and supporting her coworkers to help them succeed.

Katie holds an MBA from Xavier University and a BA in Economics from Ohio University. A Midwest girl for life, she lives in Cincinnati, Ohio, with her husband, Brandon (who’s also a marketing guru), and their three kids, Charli, Lucy, and Teddy. She and her husband also own Clean Eatz Cafe, where they use their collective marketing prowess and love of food to create a welcoming space for employees and hungry customers alike. Katie is passionate about and for small business owners, being raised by her father who was an entrepreneur, being one herself with her husband, and working with them every day at Indigo. She loves the spirit, creativity, and drive of entrepreneurs. When Katie’s not working or helping run the family business, she enjoys working out with her husband at Orange Theory, loving on her three kids, and cooking delicious food.

Indigo Marketing Team Member Lori Koepke

Lori Koepke

Account Manager
Boise, Idaho
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Lori Koepke plays a major role as a liaison between Indigo Marketing Agency and its wonderful clients. She works directly with our advisor clients on their marketing strategies, marketing calendars, article creation, editing processes, compliance approvals, deployment of their content, and more. Lori enjoys helping strategize and be a support to her clients, and loves the camaraderie among the Indigo team members.

Before joining the Indigo team, Lori was a schoolteacher for 10 years. She has a Master of Education and Bachelor of Arts in Elementary Education from Concordia University in Portland, OR. She was born and raised in Vancouver, B.C., and lived in Vancouver, WA, for 25 years before moving to Boise, Idaho, where she currently resides with her husband, Jeremy, and four wonderful kids, Sophie, Tanner, Jonas, and Violet. In her free time, you can find Lori reading, watching football, and driving her kids to all their activities.

Watch this video to hear why Lori loves working with Indigo.

Indigo Marketing Team Member Heidi Wilson

Heidi Wilson

Account Manager

Alexandria, Virginia

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Heidi Wilson thrives on helping advisors create an online voice and streamline their marketing efforts. With her mother being a retired financial advisor and her brother-in-law currently a CFP® professional, she’s passionate about taking the marketing pressure off of advisors so they are able to focus on their clients. She loves when advisors tell her something we did for them helped; it can be as simple as taking something off their very busy plate or helping them land a new client with one of the articles we wrote. With broad-based consumer and B2B marketing experience, Heidi is constantly thinking outside the box and brings a fresh perspective to the Indigo team.

Heidi holds a bachelor’s degree in public relations from Florida State University and hails from Tampa, Florida. Her husband, Chris, is in the U.S. Army, and as they are constantly moving, they take every opportunity to explore the new areas where they’re living. Some of their favorite places they’ve called home include Hawaii and New Orleans. Heidi is thankful for the opportunity to work remotely with Indigo, which allows her to take her job with her, no matter where the Army moves her family next.

Watch this video to hear why Heidi loves working with Indigo.

Indigo Marketing Team Member Jillian Segrue

Jillian Segrue

Account Manager
Columbus, Georgia
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Jillian Segrue acts as a liaison between clients and the Indigo team, using her 12 years of customer service experience in fields such as healthcare, financial services, and risk management to help hone their message and deploy it effectively and efficiently. Jillian enjoys building unique relationships with each of her clients as she uniquely helps them reach their ideal target audience.

Jillian has a bachelor’s degree in healthcare administration and a minor in business administration from SUNY Brockport. Originally from Rochester, NY, she currently lives in Columbus, GA, with her husband, Tim (an Army captain), daughter, Macie, son, Henry, and two cats. As a military spouse, Jillian appreciates the flexibility Indigo provides—allowing her to juggle motherhood and excelling in her career—and its unmatched positive, supportive, and uplifting company culture. In her free time, Jillian loves to read, shop, and go running outdoors (just not in the Georgia heat!).

Indigo Marketing Team Member Amanda Laskey

Amanda Laskey

Account Manager
Pittsburgh, Pennsylvania
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Amanda Laskey works with clients one-on-one to develop and implement marketing strategies that help spread the word about who they are and how they help. In her role, Amanda strives to deliver outstanding customer service to our clients. She is tech-savvy, an independent problem-solver, extremely organized, an excellent communicator, and thrives on helping others. She appreciates the ability to work remotely in a collaborative team environment while supporting her family.

Amanda holds a Bachelor of Arts in Education and a Master of Arts in Inclusive Education from Seton Hill University and has over 10 years of experience in secondary classroom teaching and over 3 years as an Executive Assistant. A proud Army spouse, Amanda resides in Pittsburgh, PA, with her husband, Brandon, their two sons, Jackson and Harrison, and their sheepadoodle, Waylon, and goldendoodle, Cash. Outside of work, Amanda enjoys spending time with her family, relaxing at the beach, traveling to new places, dessert, and all things Disney.

Indigo Marketing Team Member Beverly Anderson

Beverly Anderson

Account Manager
Portland, Oregon
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Beverly Anderson is the go-to contact point for advisors to create a targeted and cohesive marketing strategy that is unique to their specific goals. She loves seeing her clients experience positive results from their marketing efforts, and as a world traveler, she appreciates the ability to work remotely and connect with clients from any country.

Beverly holds a Bachelor of Science in Business Administration from Oregon State University. In addition to traveling, she enjoys making music as a singer/songwriter and anything outdoors (she’s an avid snowboarder and rock climber). She and her partner have a rescue pup, Toro, a former street dog in Cabo, Mexico, before they adopted him. Beverly has three older sisters, with whom she is very close, and they all, along with her mother, live in the Portland area. Although she spent the first half of her childhood in Fountain Hills, Arizona, Beverly considers Portland to be home.

Watch this video to hear why Beverly loves working with Indigo.

Indigo Marketing Team Member Kasey Yhap

Kasey Yhap

Account Manager
Ellicott City, MD
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Kasey Yhap’s commitment to her clients is the driving force behind her work. Her diverse educational background (a bachelor’s and master’s degree in vocal performance from the Peabody Conservatory of Music and a master’s degree in communications from Syracuse University) has equipped her with the unique skill set required for success. Kasey’s strong communication skills and creative mindset, combined with her passion for helping her clients, make her a valuable asset to the team.

In her free time, Kasey stays active and maintains a healthy lifestyle through yoga, CrossFit, and spending time outdoors. These hobbies complement her professional life by allowing her to recharge and bring new ideas to her work at Indigo.

Indgio Team Member Dan Corcoran

Dan Corcoran

Account Manager
Madison, Wisconsin
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Dan Corcoran enjoys being on the front lines of financial advisor marketing, working directly with advisors to help them build a strong marketing plan to get their firm’s message out. Working remotely can be a challenge as talking to others, brainstorming, and sharing experiences recharges him; he maximizes touchpoints to connect with others to make every day at Indigo rewarding.

Dan holds a bachelor’s degree in journalism and mass communication from the University of Wisconsin-Madison. He enjoys drone photography and videography (he owns his own drone business, Forward Focus Photography), sports broadcasting (he was a hockey broadcaster for four years prior to COVID), spending time with family, camping/hiking, running, swimming, and road biking.

Originally from Sun Prairie, WI, Dan has three siblings, and prior to joining Indigo’s team, he worked for an RIA in Madison for two years.

Indigo Marketing Team Member Anne Wheeler

Anne Wheeler

Marketing Assistant
Cincinnati, Ohio
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Anne Wheeler is responsible for a variety of administrative tasks as well as updating social media pages for clients. Anne enjoys the creative side of her position and the ability to collaborate with the team to help advisors get started with Indigo.

Anne holds a bachelor’s degree in communication from the University of Tennessee. Outside of work, she enjoys walking, baking, spending time with her husband, Rick (a structural engineer), and two sons, Thomas and Turner. Anne loves being a full-time mom, and appreciates that Indigo gives her the opportunity to work part-time while still caring for her boys.

Indigo Marketing Team Member Sarah Robichaud

Sarah Robichaud

Social Media Manager
Rochester Hills, Michigan
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Sarah Robichaud uses her love of spreadsheets to create engaging content calendars for our clients’ social media pages. Sarah holds a bachelor’s degree in psychology from Salisbury University and a master’s degree in marriage and family counseling from Liberty University. In addition to her role at Indigo, Sarah volunteers as a virtual administrator for Army Wife Network, a nonprofit organization that aims to empower and educate military spouses through blogs, podcasts, and various other resources.

Born and raised in Maryland, Sarah currently lives in Rochester Hills, Michigan, with her husband, Andrew, two children, Emily and Logan, and two fur babies, Penny and Chewbacca. As a military spouse and mother, Sarah loves working for Indigo because of the flexibility it affords her, allowing her to continue to build her career while frequently relocating around the globe and working on her own schedule to accommodate a busy lifestyle. Sarah also loves Indigo’s supportive team atmosphere. Outside of work and volunteering, you can find Sarah enjoying time outdoors with her family, typically running, camping, or traveling. An avid traveler, she’s visited 16 countries and is always planning her family’s next great adventure.

Indigo Marketing Team Member Jennifer Farrior

Jennifer Farrior

Lead Writer & Proofreader
Louisville, Kentucky
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Jennifer Farrior is Indigo’s go-to for all things proofreading and editing. Her attention to detail is unmatched, and she takes pride in making sure every article is clean and concise before it heads out to our financial advisors. She says, “Even a single typo can affect an advisor’s credibility, and we strive for perfection when it comes to how they’re presented online.” As Lead Writer, Jennifer trains and manages the team of writers, and also writes and collaborates with team members to create Indigo’s blog posts and promotional material.

Jennifer holds a bachelor’s degree in English from UCLA. In addition to her role at Indigo, she runs her own copy editing and proofreading business, She Proofreads LLC. Jennifer hails from San Diego, California, but now lives in Louisville, Kentucky, with her three kids, Joshua, Julia, and Joel, and goldendoodle, Dexter. She loves working at Indigo because it provides her with the income, flexibility, and the community she needs as a stay-at-home mom. Outside of work, you can find her spending time with her kids, friends, boyfriend, or working on a puzzle while watching Netflix.

Jacob Dekok

Account Manager
Stratford, ON, Canada
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Jacob brings energy and enthusiasm to the team, embracing the variety that each day offers and finding joy in seeing the satisfaction of clients when new business comes their way. His passion for marketing is evident as he creates and runs successful campaigns for financial advisors.

Born and raised in Stratford, Ontario—the hometown of Justin Bieber—Jacob holds a Bachelor of Business Administration with a specialization in finance from Brock University. Outside of work, he’s an avid reader with a particular interest in history and business biographies. He also enjoys staying active by playing sports like basketball, badminton, and pickleball. When he’s not working or staying fit, Jacob loves diving into new marketing strategies to further help advisors grow their businesses.

Peter Wardenaar

Peter Wardenaar

SEO Specialist & IT Lead
Cali, Colombia
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As a natural problem-solver, Peter Wardenaar uses his skills to help financial advisors find new ways to grow their site traffic and attract more clients they love. Peter enjoys the dynamic nature of his role; the challenges are never the same as every situation is unique and requires a different approach. But don’t let Peter’s technical prowess fool you—he also has quite the creative side! Before joining the Indigo team, he worked as a first-grade teacher and university English professor in Cali, Colombia.

Peter has bachelor’s degrees in education and in music from Portland Bible College and a master’s degree in music production and technology from Berklee College of Music. In his spare time, he loves writing and recording music, graphic design, engaging with people, and studying leadership and theology. Peter is also one of the most well-traveled people you’ll ever meet! He was born and raised in the Netherlands but lived in the Pacific Northwest for over 12 years. Today, he resides in Cali, Colombia, with his wife, Gloria Isabel, and their three kids, Emanuel, Paloma, and Violet.

Indigo Marketing Team Member Kourtney Kearney

Kourtney Kearney

Tech Support
Antelope, California
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Kourtney Kearney is a data-driven woman with a knack for coding. On any typical day, you can find her building web pages, troubleshooting bugs in code, and setting up automations to make life easier for our clients. Thanks to her technical background, Kourtney has a vast understanding of the inner workings of websites and the data associated with them. She’s always on the lookout for new technology that will help us improve our workflows so we can focus on what we do best—helping financial advisors grow their business. Kourtney enjoys the variation of tasks and loves the challenge of taking an existing website and making it better without completely rebuilding it.

Kourtney is originally from Newark, CA (Bay Area), but currently resides in Antelope, a suburb of Sacramento, and holds a Bachelor of Arts in Art History and Curatorial Studies. Outside of work, Kourtney spends her free time reading, playing volleyball, baking with her two sons, and hanging out with family.

Indigo Marketing Agency Adrian Bachini

Adrian Bachini

Web Developer & Tech Support
Manila, Philippines
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Adrian Bachini works on tasks requiring technical knowledge and other various administrative tasks. A software developer by day, prior to joining Indigo, Adrian had very little knowledge on how nontechnical positions operate. His position at Indigo allows him to both learn and experience a variety of platforms and gain more knowledge about how to maximize marketing initiatives.

Adrian holds a bachelor’s degree in computer science with a specialization in software technology from De La Salle University Manila. Adrian considers himself somewhat of a workaholic, with a full-time day job in addition to working with Indigo. When he’s not working, he enjoys watching documentaries, action movies, and anime, and also loves cycling on muddy downhill trails or cross-country rides, playing video games, and simply resting when he can. He is also a licensed commercial pilot and flies in his free time; he obviously also enjoys traveling. Adrian lives with his family and more than a few pets (11 dogs, 6 cats, a few birds, and fish)—he has more pets than humans in his home!

Claire Akin

Claire Akin

Founder
San Diego, California
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Claire Akin founded Indigo Marketing Agency with the mission to help financial advisors leverage marketing to grow their businesses. As a former Investment Advisor Representative and proud daughter of an independent advisor, she’s seen first-hand the value advisors bring to their clients and community. Claire transferred ownership of Indigo Marketing Agency to Hugo Fernandez in 2022 to spend more time with her family.
Indigo Marketing Team Member Adriana

Adriana Escalante

Website Project Manager
San Antonio, Texas
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Adriana Escalante thrives on creating an online representation that looks and feels true to our financial advisor clients as she builds their websites to best represent them and their businesses. Her experience working on travel and tourism websites motivates her to make sure every site she works on is exciting and engaging to web visitors. A graduate of University of Texas in Austin, Adriana double-majored in International Relations and a Liberal Arts program called Plan II. She also received a certification for front-end development from a coding academy in Austin, which has equipped her to serve as a great liaison between developers and clients.

After living in Austin, TX, for most of her adult life, Adriana now resides in San Antonio, TX (a city with a ton of history and many things to do), with her partner, Russell, and their dog, Abbey. She also has a brother and sister with whom she’s very close and tries to see a few times a year. Most of Adriana’s hobbies revolve around nature. She grew up spending lots of time on a sailboat or at a beach, and her family has a small cabin in Creede, CO, where she spends half the year hiking, camping, skiing, or snowshoeing (depending on the season). When she’s in Texas, she tries to get out most weekends to kayak. A Texas Master Naturalist, Adriana loves learning about all the plants, birds, and animals in her home state. She also dabbles in making stained-glass suncatchers!

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Kaitlin Thornal

Account Manager

Fort Moore, Georgia
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Kaitlin Thornal helps clients onboard as they begin their marketing journey with Indigo, and she loves meeting new people and learning new things. She holds a Bachelor of Arts in Journalism and Mass Communication/Public Relations, International Studies, and a minor in French from the University of North Carolina at Chapel Hill, as well as a Master of Arts in Communication and Leadership Studies from Gonzaga University.

Kaitlin was born at Fort Lewis, Washington, but she moved around a lot growing up, spending the most time in North Carolina. She now resides in Fort Moore, Georgia, with her husband, Mason, and their four children, Caroline, Mason, Jack, and Bo. Kaitlin’s favorite place to live has been Europe (Italy, Ireland, and Belgium) and she would go back in a heartbeat! In her spare time, she enjoys long-distance running, reading, and spending time in the mountains of western North Carolina.

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Samantha Triglia

Marketing Assistant
Queens, New York
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In her integral role, Samantha Triglia schedules social media posts, deploys email campaigns, and updates Google Business Profile pages for clients’ new blog posts. She also assists with lead generation/tracking and other administrative tasks. Helping out wherever she’s needed, Samantha appreciates the opportunities she has to learn and grow in her position. She says, “I love being a part of the team, especially when content deployment involves many moving parts and collaboration to get done and ready to go.”

A former teacher for 14 years, Samantha holds a Bachelor of Arts in Childhood Education from St. Francis College in Brooklyn, New York. She also holds a Master of Arts in Middle School Earth Science Education from CUNY Brooklyn College and a Master of Science in Educational Administration and Leadership from the University of Scranton. (Yes, TWO master’s degrees!) While in college, Samantha was the assistant to the Chief Compliance Officer of a brokerage firm on Madison Avenue in New York City for high-net-worth individuals and families, so she’s quite familiar with the types of clients Indigo serves.

Born and raised in Brooklyn, Samantha currently lives in Rockaway Beach in Queens, New York (the place the Ramones song is about!), with her husband, Matt (a Navy veteran and currently a New York City Firefighter), and their three sons, Matthew, Thomas, and James. Outside of work, Samantha enjoys spending time with her family riding bikes on their neighborhood boardwalk and going to the beach. They love to travel, including yearly family trips to Hershey, Pennsylvania, and Universal Studios in Florida (they’re big Harry Potter fans!). Samantha also stays active exercising and playing on a women’s softball team and a co-ed beach volleyball team with her husband.

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Amanda Bicknese

Marketing Assistant
Colorado Springs, Colorado
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Amanda wears a few hats at Indigo, bringing value to the team by creating custom social media posts for advisors, assisting with the onboarding process of new team members, and tackling behind-the-scenes team tasks. She loves to collaborate with our amazing clients and supportive team members.

Born and raised in Fort Myers, Florida, Amanda holds a bachelor’s degree in English Literature from the University of Central Florida and a master’s degree in education from North Carolina State University. She worked as an educator for about a decade before pivoting to a career in writing and marketing. Amanda currently resides in Colorado Springs, Colorado, with her two children, Mikayla and William, and dog, Daisy. When she’s not reading or writing fiction in her spare time, Amanda enjoys hanging out with family, hiking, trying new foods, and traveling.

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Adam Spera

Account Manager
Astoria, New York
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A marketer at heart, Adam finds satisfaction when consulting, strategizing, and implementing strategies to improve his clients’ business. He specializes in organic and paid social campaigns, as well as email and SEO optimization.

Adam holds a bachelor’s degree in philosophy from the University of Central Florida and a Juris Doctor degree from Thomas Jefferson School of Law. Raised in Boca Raton, Florida, by his mom (an event planner) and dad (a private boat charter captain), Adam currently lives in Astoria, New York, with his wife, Olivia, who works in pet care. When he’s not cooking up killer marketing strategies, he enjoys role-playing games, Brazilian jiu-jitsu, and reading non-fiction and philosophy books.

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Melanie Valdez

Account Manager
Vancouver, Washington
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With her marketing expertise, Melanie Valdez leaves no stone unturned when helping clients hone their marketing strategy. She loves interacting with clients and brainstorming new ideas to enhance their marketing results. No two days are ever the same, and that’s the way Melanie likes it!

Melanie holds a bachelor’s degree in psychology from Western Washington University as well as an MBA from Western Governors University. When she’s not rocking her role at Indigo, she enjoys cooking (trying out new recipes every week), painting, and discovering new restaurants with friends. She and her husband, Dat, love to travel and go on walks with their dog, Brutus, a pomeranian-chihuahua whose personality is definitely not proportionate to his small size!

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Joshua Yanson

Web Developer
Negros Occidental, Philippines
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Joshua spends his days developing client websites, implementing automations, and troubleshooting website issues. He enjoys the challenge of working with websites while simultaneously learning new tips and tricks to optimize them for maximum efficiency.

Originally from Pulupandan, Negros Occidental, Philippines, Joshua holds a Bachelor of Science in Information Technology, and in his free time enjoys playing computer games and watching anime and movies.

Jordan Pinelli

Account Manager
Denver, Colorado
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A born strategist, Jordan always starts with “why” when brainstorming marketing tactics with her financial advisor clients. With recommendations rooted in data and industry best practices, she loves growing advisors’ awareness of their strategies’ positive impact on their business.

Jordan obtained her bachelor’s degree in business administration (with an emphasis in marketing and management) and her master’s in communication and media management from Colorado State University. Before joining Indigo, Jordan already had 6+ years of financial services experience and 8+ years of marketing/project and campaign management experience under her belt—making her a powerhouse addition to the team! Outside of strategizing for her advisors, Jordan’s hobbies include pottery, hiking (when she’s in shape), and ordering delivery or takeout. She is happily married to her husband, Max, and a dedicated dog mom to her oversized golden retriever, Kai.

Celena Cavala

Account Manager
Nashville, Tennessee
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A storyteller at heart, Celena thrives on crafting strategies that help clients connect authentically with their audience. With over 10 years of experience in marketing management, she excels in helping clients tell their unique stories and reach the right people.

Celena studied ballet choreography in Florence, Italy, and the Danish language in Copenhagen. Originally from Nashville, TN, she has also lived in Florence, Paris, Dublin, and Copenhagen, making her fluent in Danish and Italian—though she rarely uses these languages in Nashville!

When she’s not crafting compelling marketing strategies, Celena enjoys spending time outdoors with her rescue pup, Ollie, and her boyfriend, chipping away at her fiction trilogy, and indulging in plant-based cuisine. Celena also loves visiting her mom, sister, and nieces, who all live nearby.

Hugo Fernandez CEO of Indigo Marketing

Hugo Fernandez

CEO
Los Angeles, California
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Hugo Fernandez acquired ownership of Indigo Marketing Agency from founder Claire Akin in 2022. Leading the Indigo team with heart, Hugo is passionate about helping our financial advisors attract a flood of their A+ clients with sustainable marketing campaigns. He enjoys running companies that are wildly successful and wearing a black t-shirt every day of his life. When his two favorite things come together, you have an average day at Indigo.

Hugo Fernandez is also CEO of Indigo’s partner company, Just Digital, and author of The Client Acquisition Blueprint. He has personally helped hundreds of entrepreneurs grow their businesses through his proven blueprint for creating an EPIC marketing strategy and online presence.

To get in touch with Hugo, email him or connect with him on LinkedIn.