Claire Akin Claire Akin

Claire Akin runs Indigo Marketing Agency, a marketing firm serving 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 advisors leverage content marketing to grow their businesses and serve more people.

Articles from Claire

Many financial advisors would like to say that what makes them better is that they have lower fees and higher investment performance. The problem is, not only is that not true in most cases, that’s not what clients care about. What do clients really want? Trust.

If you work in the financial services industry, you’ve likely been following the strange and changing path of the Department of Labor (DOL) Fiduciary Rule. The new rule increases the ethical standard of investment advice from a suitability standard to a fiduciary standard.