Monthly Marketing Package

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1 2017 Monthly Marketing Package

2 ABOUT Claire Akin & Indigo Marketing Agency I started Indigo Marketing Agency after 7 years of demonstrated success marketing my father s investment advisory firm. I am a former Investment Advisor Representative with a BA in Economics and MBA in Marketing from UC San Diego. I know advisors are pressed for time and need help with their marketing. It s my goal to save you time and generate more leads. Claire Akin, MBA Marketing Consultant Indigo Marketing Agency (858) Office (858) Mobile claire@indigomarketingagency.com 2

3 WHAT IS CONTENT MARKETING? Content marketing uses the creation and distribution of content to earn the attention of prospects. Simply put, it helps prospects find you when they need you most. The goals of content marketing are to: 3

4 Let s see how it works

5 WHAT IS CONTENT MARKETING? We Start With Custom, Original Content Clients choose article topics All content is original and custom We write with compliance and SEO in mind The articles are based on the advisors ideas, opinions, and investment philosophy Articles range from technical to personal 5

6 First, we use a personal touch

7 PERSONAL CONTENT TO GROW TRUST 7

8 PERSONAL CONTENT TO GROW TRUST 8

9 Next, we offer unique expertise

10 TECHNICAL CONTENT OFFERING EXPERTISE 10

11 We proactively communicate about timely events

12 PROACTIVE COMMUNICATION 12

13 PROACTIVE COMMUNICATION 13

14 PROACTIVE COMMUNICATION 14

15 Then, we add other Content types

16 CONTENT TYPES: VIDEOS 16

17 CONTENT TYPES: CLIENT SURVEYS 17

18 CONTENT TYPES: QUIZZES 18

19 CONTENT TYPES: EVENT MARKETING 19

20 CONTENT TYPES: WHITE PAPERS 20

21 CONTENT TYPES: E BOOKS 21

22 Then what?

23 Once approved by Compliance, We deploy the articles!

24 ON YOUR WEBSITE AS A BLOG POST 24

25 THEN BY (DRIVING TRAFFIC TO YOUR WEBSITE) 25

26 AS A LINKEDIN PUBLICATION (WHICH NOTIFIES YOUR CONNECTIONS YOU VE PUBLISHED A POST) 26

27 We also deploy: On Facebook On Twitter Within your Linkedin groups And with daily social media posts!

28 DAILY SOCIAL MEDIA POSTS 28

29 Then what?

30 WE CAREFULLY TRACK OUR RESULTS! Our expertise allows us to get Best-in-industry (4x s above average) open and click rates! 30

31 WE CAREFULLY TRACK OUR RESULTS! WE ALSO MONITOR WEBSITE TRAFFIC! as well as social media traffic and conversions. 31

32 Then what?

33 Each month, we do more of what works for you!

34 Does it work?

35 Clients see on average: 50% increase in website traffic in the first 30 days. Increased referrals in 3-5 months. New clients within 6-12 months. Content marketing builds your referral pipeline over time by helping even those who don t buy to refer ideal clients to you!

36 How Much Does It Cost? The Monthly Content Marketing Package Starts As Low As $325 Per Month

37 Designed for busy advisors who want to take marketing off their plate. A best-in-industry, cohesive marketing plan, outsourced!

38 SUCCESS STORIES 1on1financial Since we have started working together on my content marketing strategy, I ve noticed some strange things happening. First, there is more awareness of what I do and how I help my clients. On Facebook, I ve been getting private messages saying, Can we set up a time to talk? While I was riding my bike with my cycling group, a woman I ve known for years said she needs to set an appointment. She ended up investing over $1 million with me. The common thread is that I m connected to these folks on social media and they re seeing my posts. 38

39 SUCCESS STORIES Gateway Financial Advisors Every time we send out an , we get a few new leads. One business owner sent me an to set up an appointment to review his 401(k) and another acquaintance requested a phone call after seeing my posts on Facebook. This afternoon, I received an from a lawyer looking to set up a retirement plan for their law firm. I don't know if it's a coincidence or not, but last month I had the best month in my career, so I am looking forward to the future. 39

40 SUCCESS STORIES Engaging Women in Wealth The social media posts are valuable in helping my target prospects, women, understand who I am and what I do. I ve been able to target and connect with successful women on LinkedIn. Through the ongoing posts and the Event Marketing Package, we ve invited them to my workshops and engaged with them. The exposure provided to keep my message in front of people is invaluable. 40

41 CONTACT US TODAY AND GET STARTED! Indigo Marketing Agency O (858) M (858) E claire@indigomarketingagency.com

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