Going fully independent with an RIA model is a huge step for financial advisors. One of the biggest tasks is branding, launching, and marketing the new firm. Please join me and expert guest, Brad Wales of Transition To RIA, to cover everything you need to know to market your new firm. Brad will explain the key issues that advisors should consider and steps to be more successful. Sign up today to learn how to market your new firm!

1. 10 Steps to Market a New
Financial Advisory Firm

2. My Story
• Former IAR with LPL Financial
• BA in Economics
• MBA in Marketing
• 165 Top Independent Advisor Clients
• Helped Launch Dozens of New RIAs

3. What Do You Need To Market
Your New Firm?

4. The
Marketing
Guide For
Financial
Advisors

5. Marketing
Strategy
Checklist
Indigo Marketing Agency

6. Avoiding
Mistakes
1. Wasted Money
2. Wasted Time
3. Frustration
4. Giving Up on Marketing

8. A Baseline Marketing
Presence You Should Be
Embarrassed Not to Have

9. 1. Name
2. Logo
3. Website
4. Compelling Call To Action (CTA)
5. Search Engine Optimization (SEO)
6. Social Media
7. Email Marketing
8. Content Creation
9. Webinar
10. Marketing Metrics
10 Steps To Marketing Your
Firm

10. Choosing Your Name

11. Creating Your Logo

14. Creating Your Website

15. Do This
Inspire Trust

16. What
Has Changed
In Recent
Years?

17. Mobile Responsive
Vs. Mobile
Friendly

18. Mobile Responsive
Design

19. Your Call To Action
(CTA)

22. Search Engine Optimization
(SEO)

23. No SEO Work

24. Proper Listing

25. Onsite Vs. Offsite
SEO

26. “Financial
Planning
For Amazon
Employees”

27. “Fee Only Advisor Austin, Texas”
“Since you completed work on the SEO package, we've
been busy. I think the money we spent has paid off
already. I have had about four meetings so far this month
with new clients who found me via the web."
- Richard Archer, Archer Investment Management

28. Your Social Media Presence

29. LinkedIn Professional
Profile

30. LinkedIn
Company
Page

31. LinkedIn Professional
Profile

32. Twitter
Profile

33. Share
Content
Across
Channels

34. Email Marketing

35. • Over 90% of U.S. consumers check their
email every day
• Up to 70% of advisors’ leads come from
email marketing
• Email up to once a week to stay top of
mind
Email
Marketing

36. Email
Marketing

37. Content Marketing

38. Content That Earns
Attention
• Valuable
• Current
• Educational
• Entertaining
• Feels “Gift Like”

39. • Should I take the HP pension buyout
offer?
• What’s the difference between the
UC San Diego 457 and 403(b)?
• What You Should Know About Intel
Restricted Stock Units (RSUs)
• Can Business Owners Deduct the Cost
of a Long-Term Care Policy?
• Three Ways Physicians Can Catch Up
For Retirement in 10 Years
Answers Their
Most Pressing
Questions!

40. • Position you as the subject matter expert
• Give away 90% of what you know
• Prompt specific questions
• Start the conversation
Goals Of
Content Marketing

41. Introducing Your Firm

42. Email
Introduction
Sequence
Launching New Brand and Website
• Announcing Our New Website & Newsletter
• Announcing Our New Firm and Logo
• Take a Live Tour of Our New Website
• What We Do and How We Can Help
• What's New at Our Firm and How Will it Benefit You?

43. Email
Introduction
Sequence
Marketing Campaigns for Advisors Going
Independent
• Announcing Big Changes to Our Practice
• Why We Chose to Go Independent
• How Does an Independent Financial Advisor Benefit You?
• What is a Fiduciary And Why Does It Matter?
• Do You Know Someone Who Needs Our Help?

44. Consider a Webinar

46. Introducing Your Firm on Social
Media

47. • Firm Mission Statement
• Introduce Owner/Advisor
• Call to Action/Contact Us
• Main Service they Offer
• Introduce supporting team member
• Firm Values
• Different Call to Action
• Another service they offer
• Article or Firm News
• Introduce another team member
Welcome To The World Social Sequence

48. Welcome
Sequence

49. Welcome
Sequence

50. Welcome
Sequence

51. Welcome
Sequence

52. Tracking Your Success

53. Your
Metrics

54. How To Get Started
indigomarketingagency.com/getstarted/get

55. 1. Your Name
2. Your Logo
3. Your Website Copywriting
4. Your Call To Action (CTA)
5. Your Search Engine Optimization (SEO)
6. Your Social Media
7. Your Content Marketing
8. Your Email Marketing
9. Your Webinar
10. Your Marketing Metrics
Our Marketing Launch
Package $7,999
(Normally $9,999)

56. Everything You
Should Be Doing
1. With a minimum investment of your time
2. Customized to your specific niche
3. Guaranteed to get done on time!

57. Special Offer
For Webinar
Viewers!
• Save 20% On Your Complete Marketing Launch!
• Lock in Your Space
• Schedule Your 30 Minute Strategy Call
o Clarify your target demographic
o Build your marketing calendar
o Answer Your Questions

58. Schedule Your Call Today!
indigomarketingagency.com/getstarted/get

59. Thanks
For Watching!
Get in Touch:
indigomarketingagency.com
claire@indigomarketingagency.com
(619) 786-7787