The Marketing Podcast for Financial Advisors: Recent Episodes
Indigo Marketing Agency, LLC
In this episode, productivity and technology guru Tammy Hawkins will discuss how advisors can lead more efficient, less stressed, and happier lives by embracing systems and processes. We’ll review:
- The top technologies advisors need
- How advisors can approach new technologies and systems to be successful
- The three secrets to being productive and efficient
- The one productivity rule that will change your life
- How to stress less and get more done
- How to improve client service by embracing technology
Ron Carson is one of my heroes and mentors. He’s the founder of Carson Group Holdings, he has grown Carson Group to over $15 billion in assets under advisement, he’s a New York Times best selling author of Avalanche and The Sustainable Edge. In this episode, he’ll help us understand how advisors can prepare to sell their practices including:
- What’s the selling landscape like for advisory firms today?
- How can advisors plan to get top dollar for their firm?
- What are the factors that go into valuing an advisory firm?
- How can advisors prepare five or ten years out to sell their firms?
- What are the factors that impact the success of a transaction?
We know that embracing a specialty is the most critical decision you can make in your marketing. But where should you start? In this episode, we’ll visit with a top-performing specialist advisor, Landon Loveall of KB Financial Advisors. We will review how he built his firm from the ground up by embracing a niche including:
- How he chose his specialty
- How he uses niche marketing to reach his ideal clients
- His strategy to avoid alienating people who don’t fit his niche
- Proven successful specialty marketing tricks
- The one thing you can do today to start embracing a specialty today
We know that embracing a specialty can help advisors be more successful in their marketing, charge a premium for their services, and make it easier to find their ideal clients. But how can you go about choosing a specialty that’s right for you? In this episode, consultant to top advisors, Doug Rainbolt will explain:
- How to evaluate potential niches
- A proven process for defining your ideal client
- Solving the biggest problem facing your target market
- How to embrace a specialty you love
- Using your niche to market to your ideal prospects
Join us with Jill Addison, founder of FA Client Machine, who helps financial advisors leverage YouTube and video marketing. We'll cover:
- How YouTube helps you show up in search results
- The three key videos advisors should have on their websites
- How to use video to get people to know, like, and trust you
- The biggest mistakes advisors make with video
- Success stories of advisors using video
- How to get started on your first video today
Link to Steve Hutchinson's video https://www.hutchinsonfamilyoffice.com/team/steve-hutchinson/
Link to Jill Addison's website https://faclientmachine.com/about/
Join us to demystify search engine optimization for financial advisors. We’ll speak with Mike Dobransky, the top SEO specialist in the financial services industry who spent two years creating a SEO package that is compliance friendly and helps advisors get more traffic to their website. We’ll review:
- What is search engine optimization and why does it matter?
- What advisors need to know about SEO
- The three key changes you can make to improve your SEO today
- Why you don’t need to spend money each month on SEO
- The biggest SEO mistakes advisors are making
- The one thing you can do to improve you SEO now and into the future
Join us with Brandon Brown, Vice President of Product Design & Creative at FMG Suite to review how financial advisors should choose a website. Brandon and his team have built tens of thousands of websites for financial advisors and he'll reveal:
- What's new in the website landscape
- What are the biggest mistakes advisors make on their websites
- How should advisors choose the best website platform for them?
- What are the 3 things your website must have today?
- How to build your site quickly without stressing
Show notes:
To learn more about FMG Suite: fmgsuite.com
Is your site mobile friendly? https://search.google.com/test/mobile-friendly
Is your site secure? https://indigomarketingagency.com/what-is-an-ssl-certificate-and-why-do-you-need-one/
Join us with Maribeth Kuzmeski of Red Zone Marketing to unlock what makes your firm truly different. In order to get referrals and new clients today, advisory firms need to stand out from the crowd. But that's not always easy. In this episode, Maribeth will give her exclusive tips to:
- Figure out what truly makes your firm different
- How to communicate to stand out from the crowd
- Focusing on what clients truly care about
- Using language that actually resonates with prospects
- How to use video and social media to capture attention
Red Zone Marketing: https://www.redzonemarketing.com/
The Advisor Thought Leader Summit: https://www.advisorthoughtleadersummit.com/
Join us with Bill Cates, referral coach to top financial advisors, best selling author, and hall of fame keynote speaker to discuss how to get more referrals without feeling uncomfortable. Bill will walk us through everything you know to get more clients you love working with including:
- Get more referrals without begging or pushing
- Turn your referrals into personal introductions
- Set more appointments that stick
- Convert prospects into clients at a higher rate
- His proven referral advantage system
Free Report: multiplyyourbestclients.com
Bill’s Coaching: referralcoach.com
Join us with Marie Swift, President and CEO of Impact Communications, a marketing communications and PR firm for financial advisors. Marie helps advisors shoot videos, record podcasts, and improve their digital presence. In this episode, she'll reveal:
- The biggest new marketing opportunities for advisors
- How advisors can stand out with podcasts and videos
- The steps to clarify your ideal niche
- The easiest way to record high-quality videos for your website
- How to communicate your specialty without alienating people
- How to stand out from other financial advisors
Show notes:
Marie's Website: https://www.impactcommunications.org/
Marie's Blog: https://www.impactcommunications.org/blog
The Advisor Thought Leader Summit: https://www.advisorthoughtleadersummit.com/
In this exclusive episode, I’ll uncover the truth about marketing for financial advisors. We’ll discuss what no one wants you to know about marketing, how to avoid wasting money on your marketing, and how advisors are actually getting new clients today including:
- Why marketing for financial advisors is so challenging
- Why marketers try to overcomplicate marketing
- The truth about marketing for advisors
- How advisors are really getting new clients today
- Turning your marketing into a consistent, repeatable process
- The one decision you need to make to unlock your marketing potential
- How to get more clients that you love working with
Welcome to The Marketing Podcast for Financial Advisors with Claire Akin! Claire is the founder of Indigo Marketing Agency, a full-service marketing firm tailored specifically to financial advisors.
If you're an advisor who is looking to grow their firm, listen to the entire season to learn everything you need to know from the foundations of marketing, what works in marketing today, how to avoid wasting money, how to build your website, search engine optimization, how to embrace this specialty and so much more.