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Indigo Marketing Agency: What We Do and How We Can Help
- 1. WHAT WE DO AND HOW WE CAN HELP OUR TOTAL MARKETING PACKAGE
- 2. • Former IAR with LPL Financial • BA in Economics • MBA in Marketing • Lecturer at UCLA Extension • 200 Top Independent Advisor Clients MY STORY
- 3. • Help independent advisors serve more people • Maximize your results • Minimize the amount of time you spend • Help you enjoy your business & life more! MY MISSION
- 4. • Increasing Competition • Downward Pressure on Fees • Robo Advisors • Millennials • What Worked in the Past Doesn’t Work Anymore • Expensive Marketing Schemes Waste Money • Confusion, Frustration & Despair YOUR STORY
- 5. • Lose Some Clients Each Year • Older Clients Dying • Retired Clients Taking Withdrawals • Market Declines Lower AUM DO YOU NEED NEW CLIENTS?
- 6. • Compliance • Lack of Time • Complex Industry • Unique Specialty • Different Skill Set • Lack of Technical Knowledge • Overwhelmed by Marketing MARKETING CHALLENGES FOR ADVISORS
- 7. • Financial Planning • Investment Management • Client Service • Running a Business • Taxes • Accounting • Bookkeeping • HR • Staffing • IT • Compliance • Continuing Education • Licensing YOUR JOB
- 8. MARKETING TECHNOLOGIES • Wordpress • Mailchimp • Hootsuite • Google My Business • Google Search Console • Facebook • LinkedIn • Twitter • Erado • Smarsh • Calendly • FMG Suite • Constant Contact
- 9. No one will tell you what works in marketing today • $3,950 per year on website • $6,000 per event for dinner seminars • $25,000 on webinar marketing Do these efforts get you any new clients? THE TRAP
- 10. WHY I CARE
- 11. • Change the way you think about marketing forever • Uncover the truth about marketing for advisors • Put you in control of your future MY MISSION
- 13. THE TRUTH ABOUT MARKETING FOR FINANCIAL ADVISORS
- 14. • How much money do you make? • What’s your net worth? • How much debt do you have? • What are your deepest fears and dreams? NICE TO MEET YOU
- 15. “WHY, WITH ALL THE OPTIONS AVAILABLE TO ME…
- 18. 1. Referrals (Friends, Family, and Coworkers) 2. Because They’re a Specialist 3. Strangers from the Internet (Because They’re a Specialist) HOW DO ADVISORS REALLY GET NEW CLIENTS?
- 19. 1. Center of Influence Referrals (Specialist) 2. Client Events (Referrals) 3. Seminars (Specialist) 4. Web Searches for XYZ Service (Specialist) 5. Direct Mail (Specialist) 6. Networking (Referrals) BUT WHAT ABOUT..?
- 20. DO YOU REALLY WANT NEW CLIENTS?
- 21. PRICE IS WHAT YOU PAY. VALUE IS WHAT YOU GET. WARREN BUFFETT
- 22. • A New Client With $500,000 in Assets • $5,000 per Year at 1% Advisory Fee • 20 Year Relationship Average • $100,000 Lifetime Value • Refer Two of Their Similar Friends • Up to $300,000 Lifetime Value! HOW MUCH IS A NEW CLIENT WORTH TO YOU?
- 23. • Cold calling? • Public speaking? • Hosting seminars? • Networking? • Recording a webinar? • Writing a book? HOW MUCH WORK ARE YOU WILLING TO PUT IN?
- 24. WHAT IF YOU COULD RELIABLY GET MORE CLIENTS THAT YOU LOVE?
- 26. 1. How do they find you? 2. Why would they choose you? 3. What urgent problem do you solve for them? WHAT TYPE OF NEW CLIENTS DO YOU REALLY WANT TO WORK WITH?
- 27. 1. Increase Referrals 2. Embrace a Specialty (or Two) 3. Increase Your Marketing Activity HOW CAN YOU GET MORE CLIENTS?
- 28. • Fiduciary Wealth Manager Helping Physicians Catch Up for Retirement • Retirement Advisor Helping Intel Employees Secure Income for Life • Independent Retirement Planning for Federal Employees What You Do + Who You Serve + How it Benefits Them EMBRACING A SPECIALTY
- 29. THE RICHES ARE IN THE NICHES
- 30. • Higher Willingness to Pay • More Referrals • Easier to Find Prospects • Easier to Close New Clients BENEFITS OF BECOMING A SPECIALIST
- 31. 1.7% Conversion 53% Conversion INCREASE CONVERSIONS BY OVER 30 TIMES!
- 36. What one urgent problem do you solve for a specific group? YOUR DIFFERENTIATOR
- 37. • Pharmaceutical Reps and Retirees • Business Owners and Individuals • Intel Employees and Busy Professionals DUAL SPECIALIZATION
- 38. 1. 10 Years of Marketing for Top Advisors 2. 200 Top Financial Advisor Clients 3. Thousands of Experiments – One Proven Process OUR EXPERIENCE
- 39. 1. Wasted Money 2. Wasted Time 3. Frustration 4. Burnout: Giving Up on Marketing 5. Unhappy With Your Business & Life AVOIDING MISTAKES
- 41. 1. Drive Referrals 2. Embrace a Specialty 3. Do Your Marketing for You! OUR MARKETING PACKAGE
- 42. A BASELINE MARKETING PRESENCE YOU SHOULD BE PROUD TO HAVE
- 43. 1. Your Website 2. Your Search Engine Optimization (SEO) 3. Your Social Media 4. Your Content Marketing 5. Your Email Marketing 6. Your Webinars OUR MARKETING PACKAGE
- 44. 1. With a minimum investment of your time 2. Customized to your specific niche 3. Guaranteed to get done on time! EVERYTHING YOU SHOULD BE DOING
- 45. 1. Low prices 2. Incredible value 3. Cancel anytime 4. 97% retention rate OUR TOTAL MARKETING PACKAGE
- 46. HOW DOES IT WORK?
- 47. YOUR WEBSITE
- 48. Would you give your life savings to someone without typing their name into Google? Michael Kitces YOUR WEBSITE SUPPORTS ALL REFERRALS AND LEADS
- 51. ADDING A SAMPLE FINANCIAL PLAN
- 52. ADDING AN ONLINE CALENDAR SCHEDULER
- 53. MAKING IT EASY TO TAKE THE NEXT STEP
- 55. NO SEO WORK
- 56. PROPER LISTING
- 57. PROPER LISTING
- 60. 17 Visits Per Week on Average From Search SEO Project 34 Visits Per Week on Average From Search ORGANIC SEARCH TRAFFIC
- 62. LINKEDIN PROFILE
- 65. TWITTER PROFLE
- 68. • Reach new prospects • Custom messaging • Grow your network • Encourage action LINKEDIN SEQUENCE RESULTS
- 70. LINKEDIN SEQUENCE RESULTS (MONTHLY) • How many connection requests sent: 450 • How many people accepted: 94 • How many people replied: 6 • How many meetings were agreed to: 2
- 72. • Keep you top-of-mind • Position you as the subject matter expert • Give away 90% of what you know • Prompt specific questions • Start the conversation GOALS OF CONTENT MARKETING
- 73. • Custom Written for You • Tells Your Story • Encourages Referrals OUR CONTENT MARKETING
- 74. • On Your Website • By Email • Across Social Media OUR CONTENT DEVELOPMENT
- 75. • Why I Became a Financial Advisor • What We Do & How We Can Help • Case Studies of Clients We’ve Helped • See a Sample Financial Plan • Make an Appointment Online • Did You Know We Run on Referrals? TOPICS THAT GENERATE REFERRALS
- 76. Email AUTOMATION
- 84. • All content approved in advance • We make any compliance changes • Social media archived with software WHAT ABOUT COMPLIANCE?
- 85. • New Client Coordinator • Content Coordinator • SEO Specialist • 8 Writers • Social Media Specialist OUR TEAM
- 86. • Gather Your Information • Set Up and Optimize Your Social Profiles • Set Up Google Analytics • Create Your Email Marketing Engine • Hold Your Hand! NEW CLIENT COORDINATOR: TAMMY HAWKINS
- 87. • Create Keyword Strategy • Set Up Your Google My Business Profile • Update Your Website • List Your Business With 20+ Search Engines SEO SPECIALIST: MIKE DOBRANSKY
- 88. • Create Your Annual Marketing Calendar • Send Your Article Each Month • Make Any Edits • Make Compliance Changes • Keep You on Schedule! CONTENT COORDINATOR: LORI KOEPKE
- 89. ONE TIME SETUP: $1,999 • SEO Package • Optimize Social Profiles • Email Marketing Setup • Create Annual Marketing Calendar OUR PRICING
- 90. AUTOMATIC PAYMENTS OF $495 PER MONTH • Create monthly custom article • Make edits • Make compliance changes • Upload to website • Send out by email • Share on social • Post to all social accounts three times per week ONGOING PRICING
- 91. • Tammy Gathers Your Information • You Take Our Online Survey • We Create Your Marketing Calendar! OUR PROCESS TO GET STARTED
- 92. • Two hours upfront • Less than one hour per month • Save up to 20 hours per month! YOUR TIME COMMITMENT
- 93. NO CONTRACTS OR COMMITMENTS
- 94. • Proactive Client Communication • Control of Your Message • Higher Client Satisfaction • Greater Awareness of What You Do THE RESULTS
- 95. • 50% Increase in Traffic to Your Website • 100% More Exposure on Social Media • More Referrals (3-5 months) • More New Clients • Professional Marketing Presence You Can Be Proud Of THE RESULTS
- 96. • New referrals of clients you want • Minimum investment of your time • A better business and happier life! THE RESULTS
- 97. • Save $500 on Your Setup ($1,499 Upfront) • Lock in Your Space • Get Started Today! SPECIAL OFFER FOR 24 HOURS ONLY!
- 98. • indigomarketingagency.com/watchnow SHARE THIS WEBINAR!
- 99. • Save $500 on Your Setup ($1,499 Upfront) • Schedule a Free Q & A Call • We’ll Create Your Annual Marketing Calendar Indigomarketingagency.com/getstartednow STILL NOT SURE?