Modern Investor Psychology on Social Media
I was reviewing a campaign strategy with a financial firm that wanted to attract younger investors. Their team kept saying the same thing: “We’re publishing solid content, but the audience we want is getting its financial ideas somewhere else.” They were right. In a lot of cases, that somewhere else is social media. That shift […]
Ad Creative Swipe File for Advisors
In one strategy conversation with an advisory firm, the team had no shortage of ideas, but every campaign still started the same way: a blank document, too many opinions, and a lot of wasted time trying to decide what to say. The issue wasn’t effort. It was the lack of a reliable system for creative […]
Budgeting for Digital Advertising: What Advisors Should Expect
A firm owner told me once that he’d spent more on a single conference sponsorship than his entire digital advertising budget for the year, and he genuinely couldn’t say which one had brought in more clients. Nobody had ever asked him to compare the two, so he never had. That’s a common starting point. Prospective […]
When to Use Paid Traffic: A Guide for Advisors
An advisor called in the middle of what was actually a strong year, oddly enough, worried about it. His whole book had come from referrals, growth had just started to flatten, and he had no real way to reach the people already typing “financial advisor near me” into Google. Referrals had gotten him this far. […]
Click-to-Client: Turning PPC Traffic into Booked Calls
An advisor sent me his ad account last month and admitted something most people running paid search think but don’t say out loud: the campaign was getting decent traffic, and his calendar was still nearly empty. Good click volume. Almost nothing to show for it once those clicks actually landed somewhere. That gap between a […]
Midstream Marketing vs Indigo Marketing Agency: Which Is Better for Financial Advisors?
The short answer: Both Midstream Marketing and Indigo Marketing Agency are legitimate, advisor-specific marketing firms worth serious consideration. Indigo is a strong fit for independent advisors who want a niche-focused content and SEO program with a collaborative agency feel, particularly at smaller AUM levels. Midstream is the stronger fit for advisors who want a more […]
Midstream Marketing vs FMG Suite: Which Is Better for Financial Advisors?
The short answer: FMG Suite is a well-built marketing platform for advisors who want to maintain a consistent content presence and stay compliant with minimal effort. Midstream Marketing is a full-service agency for advisors who want to generate net-new leads, build organic authority, and have someone else own the entire marketing function. If your primary […]
Before-and-After Rebrand Case Studies
A firm I spoke with had recently updated its logo and refreshed its website, and it still felt disconnected from the type of client it actually wanted to attract. What they were dealing with wasn’t a design problem. It was a positioning problem wearing a new coat of paint. That distinction is really what before-and-after […]
Midstream Marketing vs Snappy Kraken: Which Is Right for Your Advisory Firm?
Both Midstream Marketing and Snappy Kraken serve independent financial advisors. Both have compliance-aware approaches. Both are frequently mentioned when advisors go looking for a marketing solution built specifically for their industry. But they are built around fundamentally different models, and choosing between them comes down to what your firm actually needs right now. This is […]
Messaging That Converts Skeptical Investors
A prospect once told an advisor client of mine, flat out, that she’d sat through three other “introductory calls” that year and every one of them felt like a sales pitch dressed up as a conversation. She wasn’t rude about it. She was just done pretending to be impressed by language that could apply to […]
