Indigo Marketing Agency

09/23/2026

Most lead magnets get downloaded, skimmed, and forgotten.

The ones that actually convert are hyper-specific: one problem, one audience, one clear next step.

That's how one of our clients, Brandywine Oak, landed a $5M AUM client straight from their website.

09/21/2026

Most advisors think they're barely spending on marketing.

Kitces Research found that once you count advisor time, not just hard-dollar spend, total marketing investment at growth-oriented firms reaches 10 to 20% of revenue.

That time has a real cost. Four to five hours a week at $300-400/hour adds up to $60,000-$100,000 a year in opportunity cost most advisors never see reflected in a budget line.

👉 Read more:

Indigo Marketing Agency explains what Kitces Research reveals about financial advisor marketing budgets, including hard-dollar costs and advisor time.

09/18/2026

AI is already recommending financial advisors.

The problem? Most sites aren't built to be found by it.

We searched "financial advisor near me" in ChatGPT and plenty of well-ranked Google sites didn't show up at all.

Curious where you stand? Grab a free SEO audit. No strings attached.
https://indigomarketingagency.com/free-seo-audit/?utm_campaign=september-calendar&utm_medium=social&utm_source=linkedin&utm_content=Indigo&utm_term=aeo-SEO-audit "

09/14/2026

Most advisory firms get stuck between $75M and $150M in AUM.

Usually not because they're bad advisors. Because referrals are the only thing bringing in new business, and you can't control when those show up.

The firms that break through build something else in the background: content that ranks, a website that converts, follow-up that doesn't stop after the first meeting.

One client brought in $9M in new AUM this way. Fully organic.

Watch the full video to see how it’s built.

Most advisory firms plateau between $75M and $150M in AUM—and it ha...

09/08/2026

Nothing beats face-to-face time with our clients. 💙

Sara (CEO) had a great dinner in Atlanta with our client Rick Barnett (and even got her copy of True North signed!).

They were joined by Allison Rubin, who shared how rare Indigo’s level of customization and care really is in the industry.

Moments like these remind us that the dedicated work our team puts in every day is making a real impact where it matters most.

09/07/2026

Happy Labor Day from all of us at Indigo!

Grateful for the people who show up for their clients every single day, and for the chance to support that work.

Have a safe and happy Labor Day!

09/04/2026

54% of Americans say they feel anxious about their finances.

For those working with a financial advisor, that number drops to 46%.

The advisors clients trust most aren't the ones with all the answers. They're the ones showing up consistently, explaining things clearly, and staying present when markets feel uncertain.

That's not just good service. It's good marketing.

👉 Read more:

Discover strategies to help clients overcome financial anxiety and enhance your marketing approach with Indigo Marketing Agency.

09/02/2026

What happens when your marketing starts delivering consistent opportunities? Hear it directly from one of our clients, who shares how a predictable flow of new business has helped their team grow with confidence and build a stronger process.

08/31/2026

Don't judge your marketing by today's leads.

Judge it by whether you're more visible today than you were last month.

Visibility creates familiarity.

Familiarity builds trust.

Trust creates conversations.

And conversations become clients.

08/28/2026

Referrals are valuable, but they're not a predictable growth strategy. Watch Elizabeth Reider, our Director of Marketing, explain why the fastest-growing advisory firms build a second marketing engine.