Insights

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

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

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

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

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

Compliance stops more advisor marketing programs than the budget ever does. An advisor invests in a campaign, the content gets flagged, revisions take two weeks,

A client mentioned it almost in passing during a review call: she’d gotten two emails from the same firm that didn’t feel like they came

Most independent advisors reach the same inflection point eventually. The practice is growing. Referrals are coming in but not reliably. You know marketing needs to

Two advisors, both fee-only, both fiduciaries, running roughly the same investment philosophy, sat down with me the same week. One had a book of business

A firm I spoke with recently had no shortage of inbound interest. Steady guide downloads, solid webinar turnout, a newsletter list that kept growing every