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)

Why Your AI Isn't Delivering ROI

The reason most AI pilots fail isn't the technology — it's the execution. In this episode of The FutureProof Advisor, Shannon joins me for another round of listener questions, and the theme running th...

23 Syys 24min

What Happens after the AI Hype?

The gap between what AI can do and what most firms are actually getting out of it isn't a technology problem — it's a process problem. In this episode of The FutureProof Advisor, I explore why so many...

3 Syys 24min

Q&A: Why Successful Firms Struggle to Innovate

There's a difference between being busy and actually moving forward — and most firms are doing a lot of the former while calling it the latter. In this episode of The FutureProof Advisor, Shannon join...

20 Elo 19min

AI Isn't Killing Jobs. It's Creating a New Economy.

The narrative around AI and job loss is louder than the data supports — and that gap matters for how we talk to clients. In this episode of The FutureProof Advisor, I dig into what's actually happenin...

6 Elo 20min

AI Doesn't Create Value. Your Process Does.

The questions advisors are asking right now aren't abstract — they're urgent, practical, and rooted in the daily reality of trying to move forward without losing what makes their firms valuable in the...

24 Heinä 24min

Even the Pope is Talking about IAI. Your Clients are Too.

The conversation around AI has officially moved beyond the technology sector — and the implications for wealth management are worth paying attention to. In this episode of The FutureProof Advisor, I e...

9 Heinä 23min

Q & A: The AI Blueprint for RIA's

The questions advisors are asking about AI right now reveal something important: most firms aren't struggling with access to tools — they're struggling with intention. In this episode of The FuturePro...

26 Kesä 25min

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