
The 3 Main Tips for Hiring a Digital Marketing Agency That is Right for You.
A great digital marketing agency can take your company to the next level and grow your business exponentially. They will work closely with you, helping
Christopher Wendt
January 3, 2018

4 Digital Marketing Trends that Financial Advisors Should Consider for 2018
As we move into the new year, it is important to know where digital marketing is headed for 2018, and which tactics you need to
Christopher Wendt
December 27, 2017
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
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
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
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, momentum is lost, and eventually the whole effort stalls. Or
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 happen but you also know you are not a marketer,
Hiring a marketing agency is one of the more consequential decisions an independent advisor makes. Get it right and you have a system generating qualified leads while you focus on clients. Get it wrong and
Every independent advisor eventually faces this decision. You have a marketing budget, limited time, and two people telling you opposite things. One says paid ads will get you leads within weeks. The other says SEO
Most advisors know the feeling. You find a marketing approach that looks promising, maybe a testimonial campaign or a performance-based ad, and then compliance flags it before it ever goes live. You’re back to square
Earlier this quarter, I was on a call with an advisory firm that was frustrated with how stretched their team felt. They had a solid book of business, but when we looked closer, it became