How to Find “Money in Motion” And Attract More Of Your Dream Clients


In last week’s podcast episode I interviewed TJ Walker who shared Presentation Secrets of The Ultra-Influential

In today’s episode I interview Claire Akin, she is the founder of Indigo Marketing Agency, a full-service marketing firm helping top financial advisors deploy content marketing and social media strategies.

Claire is the author of The 2016 LinkedIn Guide for Financial Advisors, a step-by-step reference guide for using LinkedIn to generate leads and referrals. She speaks nationally at conferences to financial professionals on topics such as “How to Generate Referrals Using Social Media,” “Step-by-Step Prospecting with LinkedIn,”  “How to Get Client Feedback,” and “How to Market Financial Services to Women.”

Today we discuss how to laser in on attracting your best and ideal clients and how to deliver the right content to help them find you when they need help the most…so you can take advantage of what Claire calls “Money In Motion”.

We dive into how to how to use paid placement ads in specialty publications to target specific niche audiences and we’ll go over the tools and tricks that Claire uses to produce persuasive sales copy and ensure the headlines are social media friendly.

Oh and one more thing, if you want to learn more about content marketing and how to make it work for you, be sure to check out one of our most popular episodes, with Jeff Rose who’s built up a list of 26,000 subscribers using 100% content marketing strategies.

Click the link below to find out How to Find Money in Motion And To Attract More Of Your Dream Clients:


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Episode Notes

  • 0:32 – Introduction of Claire
  • 2:04 – Claire shares her background and how she got started in the industry
  • 3:00 – What Claire is doing to help advisors with content marketing
  • 5:30 – Claire shares how she attracts niche clients for advisors with unique specialties
  • 8:57 – The process and types of content marketing Claire recommends
  • 10:40 – How Claire targets content to get in front of the right prospects
  • 13:37 – The importance of being relevant, specific and original
  • 17:10 – Claire shares and overview of her book released last week
  • 17:52 – How Claire sees LinkedIn as a key to success
  • 20:15 – What is “money in motion”?
  • 21:07 – How does Claire see marketing evolving in the future
  • 26:35 – Copywriting tips to get results
  • 33:19 – Claire’s Influencers

Links And Resources Mentioned In This Episode

2016 LinkedIn Guide for Financial advisors

Indigo Marketing Agency

The Content Code

Content Inc.

Start with Why

War of Art

The Sustainable Edge

Think & grow Rich

Talk Like Ted

CoSchedule Headline Analyzer



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Jovan Will

He has gained a reputation as the go-to-guy for internet marketing for financial advisors. Jovan has worked with some of the top financial advisors in the country and helped them scale their practice to unprecedented heights. He has been the mastermind behind some of the most successful financial services lead generation programs, having produced over 200,000 leads and $500MM in financial product sales.

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