FutureProof Advisor Podcast5 Loka 2022

The Importance of Your Marketing Strategy with Claire Akin

This week on Bridging The Gap, Claire Akin, CEO of Indigo Marketing Agency, joins us all the way from sunny San Diego.

We dig into the basics of embracing our speciality and delivering this to our clients, leading versus lagging, building and utilizing your content calendar, and the importance of marketing “you” as a person and not necessarily “you” as a brand or company.

Claire also breaks down balancing what advisors want to write about versus what our clients want to read about in order to be able to meet in the middle.

Guest Bio

Claire Akin, MBA runs Indigo Marketing Agency, a firm that helps independent financial advisors grow their businesses with marketing. She is a former Investment Advisor Representative who holds her MBA in Marketing as well as a BA in Economics.

Claire grew up in the financial services industry, as her father has been an advisor for 39 years. After working with his firm for a decade, she started her own independent agency. Claire has worked with hundreds of advisors to help leverage technology to grow their businesses. Her top-rated book, The Marketing Guide for Financial Advisors, is available on Amazon now.

She lives in San Diego with her toxicologist husband (Josh), and three kids under age 4. She has climbed Mt. Whitney three times and won a blue ribbon at the Del Mar Fair for her "Happy Hiker" trail mix.

Website and Social Media

Twitter : https://twitter.com/ClaireBearAkin

LinkedIn: https://www.linkedin.com/in/claireakin

Facebook: Indigo Marketing Agency

Website URL: Financial Advisor Marketing Services | Indigo Marketing Agency

Marketing Strategy Checklist

Mentioned in this episode:

Benjamin

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(200)

Digital Workers & Robots: What Advisors Should be Watching

The pace of AI development isn't slowing down — and for wealth management firms, the implications are arriving faster than most are prepared for. In this episode of The FutureProof Advisor, I break do...

12 Kesä 22min

The Biggest AI Questions Advisors Are Asking

The questions advisors are asking about AI right now aren't abstract — they're urgent, practical, and coming from every corner of the industry. In this episode of The FutureProof Advisor, I sit down w...

28 Touko 32min

How AI Is Quietly Transforming Wealth Managment

The AI story has shifted — and the shift matters for how we think about both our firms and our clients' portfolios. In this episode of The FutureProof Advisor, I explore how the biggest names in techn...

21 Touko 24min

The Invisible Rules Running Your Firm

Every firm has two operating systems. The one that's documented — and the one that actually runs the place. In this episode of The FutureProof Advisor, I explore what I call shadow systems: the unwrit...

14 Touko 24min

Why Dunbar's Number Doesn't Define Your Capacity

We've been told there's a ceiling on how many deep client relationships an advisor can maintain — that human cognition has hard limits, and trying to exceed them means sacrificing quality for quantity...

7 Touko 24min

Your CRM Knows Everything

Data tells you what clients have. It rarely tells you why it matters to them. In this episode of The FutureProof Advisor, I explore the gap between personalization and purpose — and why confusing the ...

30 Huhti 27min

The Questions You Are Not Asking

The most valuable conversations advisors can have with clients rarely start with the questions we were trained to ask. In this episode of The FutureProof Advisor, I explore why the financial services ...

23 Huhti 31min

Capacity Without Purpose is Just More Busy Work

Creating capacity through AI is only half the equation. In this episode of The FutureProof Advisor, I explore why so many firms are working harder than ever despite having better tools than ever — and...

16 Huhti 27min