What do clients of Financial Advisors REALLY WANT and CARE ABOUT?
You probably think you know what they want, but our research might shock you.

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Do you know what traits clients look for in a good financial advisor? Believe it or not, it has nothing to do with your investment performance or fees.

At Indigo Marketing Agency, we sat down with some of our advisors’ clients, asked them why they love working with them, then compiled all their answers into a word cloud. Then, we compared those words to the words top advisors use on their websites to see how the two compare. (And let’s just say, the answers have nothing to do with fees or investment performance.)

Watch this video now to learn what advisors think clients care about when it comes to choosing an advisor versus what clients actually care about.

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CONTENT:
0:00 What do clients of Financial Advisors care about?
0:32 Our research on this topic
1:14 Words financial advisors use on their websites
1:33 What clients care about
2:12 How to create a provocative value proposition


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Thanks for watching!

Claire Akin runs Indigo Marketing Agency, a marketing firm serving top independent financial advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It’s her goal to help specialist advisors target their ideal prospects with content marketing.

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