Are You Being “Busy” or Productive?

Effortlessly attract new clients, close deals, and build meaningful client relationships—all while freeing up time for your family and hobbies.

Marketing strategy for independent financial advisors. View in your browser. How to Grow Your AUM by 25% in 2024 (Webinar) Ever wondered about the fine line between being "busy" and truly productive? Being Busy: Being "busy" often means investing loads of hours without much to show for it… Think cold-calling, attending seminars, networking events, and, yes, even door-knocking (shudder). Sure, you might snag a few clients over several years, but is that really the most efficient path? Being Truly Productive: On the flip side, being truly productive means honing in on the right tasks to scale your business and retain clients while actually working less. Since 2015, we've been guiding independent financial advisors with a rock-solid 6-part marketing strategy that's proven to scale financial advisory businesses while working fewer hours. Picture effortlessly attracting new clients, closing deals, and building meaningful client relationships—all while freeing up time for your family and hobbies. Ready to Transform Your Approach? Dive into the insights from our webinar on How to Create Your 2024 Marketing Strategy and Grow Your AUM by 25%. We're also throwing in a free 12-month content calendar to help you stay top-of-mind with your prospects and clients. Stop wasting valuable time on being "busy"—shift gears toward true productivity. Watch the Replay Now! WATCH NOW! Copyright © 2024 Indigo Marketing Agency, All rights reserved. Thanks for signing up to receive marketing strategies for independent advisors! Our mailing address is: Indigo Marketing Agency 9437 S Santa Monica Blvd #207 Beverly Hills, CA 90210 Add us to your address book Want to change how you receive these emails? You can update your preferences or unsubscribe from this list