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Closing the Deal
A 10-Step Sales Process for Financial Advisors
Attention Financial Advisors — Unlock the Secrets to Consistent Sales Success
Are you a financial advisor struggling to convert prospects into clients? Tired of wasting time and money on ineffective client acquisition methods? The Indigo Digital Marketing Team has the solution you need!
Overcoming Concerns and Objections
It’s easy to fall for marketing promises of instant results. We know that effective marketing strategies take time; just like you get to know your clients to tailor their financial plans, we tailor your marketing strategy based on who you are—and your ideal clients.
Are you tired of spending valuable time with clients that don’t appreciate or recognize your worth? We can help you hone your messaging so you’re attracting the RIGHT clients.
Save Time and Effort with Streamlined Sales Funnels!
Unlock the Power of Effective Marketing!
transform your business with Indigo Marketing Agency! With our expertise, we'll close deals and make your marketing wildly profitable. Let's make success happen together!
Discover the untapped potential of marketing in enhancing your sales process. Our course will equip you with the latest strategies and tactics to attract qualified leads, convert them into loyal clients, and close deals faster and more efficiently than ever before.
Experience success like never before!
Here’s What You’ll Get For Only $99!
Get Instant Access To:
Part 1:
Define Your Target Audience With Client Segmentation
Part 2:
Build Your Ideal Sales Funnel
(and Identify a Broken One)
Part 3:
Overcome the Conversation About Fees
+Plus:
Downloadable Worksheets for You
to Help Implement These Strategies
*** Yes, I am sick and tired of spending time and energy on CLOSING STRATEGIES that DON’T WORK. ***
Identify and fix broken sales funnels swiftly to save precious time and effort. We'll show you how to streamline your process, allowing you to focus on building lasting relationships with clients rather than getting lost in the sales maze.
Say goodbye to lost deals and hello to a flourishing client base. With our comprehensive course, you'll gain the confidence and skills to close deals consistently, leaving no prospect behind. Become the go-to financial advisor and watch your referrals soar!
LEARN HOW TO Turn Prospects into Loyal Clients!
Closing the Deal:
A 10-Step Sales Process for Financial Advisors
Define Your Target Audience With Client Segmentation
Master precise targeting! Learn client segmentation, understand ideal clients better. Tailor services to meet their unique needs, convert prospects into loyal clients. Goodbye generic marketing, hello personalized, results-driven strategy!
Build Your Ideal Sales Funnel (and Identify a Broken One)
Supercharge sales! Master an effective sales funnel from awareness to deal closure. Identify and fix broken links for maximum efficiency and conversions. Our expert guidance ensures no missed leads—close deals like a pro!
Overcome the Conversation About Fees
Master fee discussions! Gain confidence, skills, and proven techniques to handle fees with ease. Justify your value, turn objections into opportunities, and watch clients appreciate the value you bring to the table.
Ready to level up your financial advisory game? Enroll now and discover the secrets to success in the ever-evolving world of financial services. Don't miss this opportunity to become a sales powerhouse and elevate your career to new heights!
Ditch the Generic. Do What Works.
"Indigo helps us focus on financial planning for our clients."
MICHAEL ALLEN
MICHAEL ALLEN
"They are super easy to work with and they've been a great partner."
FRANK LEGAN
FRANK LEGAN
"We don't have to be worried about anything."
CANDACE HENRY
CANDACE HENRY
The Results
What Our Clients Are Saying
We need partners in our business—especially partners who specialize in areas we don’t. Indigo is really good about bringing ideas back to us for how can enhance our message. It’s this collaborative effort that we find the most valuable.
Richard Riva
Wealth Management Solutions
Minutes add up to hours and hours add up to days. Indigo has given me my time back by shifting marketing onto their plate. It helps me free up my time for what I want to do.
Trent Derrick
Legacy Wealth Management
Indigo makes our lives easier by coaching us through all facets of marketing. They understand and help highlight our differentiating factors to clients and prospects, overall improving our messaging. We want to be the trusted point person to help shape our clients’ financial solutions, and we consider Indigo to be our trusted resource for our marketing solutions.
Kevin Boutwell
Veracity Capital
I originally hired Indigo Marketing Agency because I needed a turn-key marketing program that would help me build my digital presence. And that’s exactly what Indigo does. They take care of all my social media and digital marketing, which, in turn, frees up my time and energy to focus on providing personal service to my clients. If you’re an LPL advisor considering Indigo, my advice is to commit to it. You can’t afford not to do it!
Antonio Porretta
Blackbridge Financial
Working with Indigo is probably the best thing we’ve done for our marketing in 2 to 3 years. Their package is certainly the best value for our dollar of any marketing strategy we’ve tried. The Indigo team has taken all the heavy lifting off our plant. We are thrilled with their work!
Donald Albach
Millstone Financial Group
Every time we send out an email, we get a few new leads. One business owner sent me an email to set up an appointment to review his 401(k) and another acquaintance requested a phone call after seeing my posts on Facebook. This afternoon, I received an email from a lawyer looking to set up a retirement plan for their law firm. I don’t know if it’s a coincidence or not, but last month I had the best month in my career, so I am looking forward to the future.
Kevin Brown
Gateway Financial Advisors
Ready to Amplify Your Success? Unlock Your Path to Digital Success with Indigo!
Elevate your brand's online presence and drive unprecedented growth through strategic marketing. Our dedicated experts are ready to collaborate with you to create a tailored roadmap for your success. Schedule a strategy call today and let us guide you towards effective campaigns, increased engagement, and measurable results. Don't miss out on this opportunity to transform your business. Reach out to us now and take the first step towards a thriving digital future!
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