Financial Advisor Marketing Tips

by Aleksandra Stefanovic | Sep 19, 2022

If you are a financial advisor, and you are having trouble with marketing, you are at the right place. Our team of professionals from Play Media prepared this article for you, in order to see the depth of financial marketing strategies and plans. When you understand how important marketing is for your business, you can use these financial advisor marketing tips to boost your business and gain more leads for your company.

As in every other business, digital marketing plays a very important role when it comes to promotion and getting new customers. Also, because of the type of your job, people need to trust you. And how to make it? With these marketing tips that we prepared for you. Stay with us and find out what are the best practices for financial advisors to promote themselves.

Best financial advisor marketing tips




Business growth is crucial for every financial adviser — more business implies a greater bottom line. It’s time to look outside the box and investigate digital marketing tactics. Your potential customers are moving digital, and you need to take your business to them. For a financial advisory business, it’s important to stay ahead of your competitors and to offer something unique that will attract potential customers. Here you will find a list of financial marketing tips that we have prepared for you:

  • Research for the target market 
  • Optimize your website 
  • Social Media is important 
  • Outstanding branding to stand you out from competitors
  • Engage with your existing clients
  • Try with podcast

Target market

When it comes to every marketing strategy, for any business, the first thing on your list should be investigating the target market of your industry. It’s important to engage and communicate with your customers, but how you will do that if you don’t know who are your customers? Think about what are you specialized for. If you are a financial advisor for retirement, your target market will be older people. If you’re a financial adviser who excels at creating succession plans, you’ll most likely work with rich people or families.

Optimize your website

We hope that you already have a website. If you don’t have one, you should definitely make it, or hire someone to do it. But, if you have a website that is not optimized yet, we recommend you to optimized it immediately. SEO optimization is a crucial part of every successful marketing strategy.

A quality website is simple to use and communicates the story of your professional brand. Provide relevant instances of how your services have benefited and enriched the lives of previous clients, as well as a list of how you might assist prospective clients. You should make a straightforward website with all the necessary information, such as your contact, email address, street address, etc.

Also, it’s an important thing about your business website is that it needs to be mobile-friendly. People nowadays use mostly their smartphones to look for services they need online. If your website has bugs, or some information is not visible, you should fix that if you want to attract more people with your online presence.

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    Social media is important

    As you can suppose, social media are one of the most important aspects of every successful business. Every social media platform is great because you can create engaging connections with your existing customers, but also you can promote your brand or business and create awareness. When you do that, there is a great chance to attract new customers and people that are interested in your services.

    Outstanding branding to stand you out from competitors

    If you want to stand out from your competitors you will need to have an outstanding brand. There are tons of financial advisors who are offering their services to customers in a simple and traditional way. For you, it’s important to be unique, because uniqueness will get you new leads. People love and people want to see something new, and something they never did, so give it to them. Be creative when it comes to social media posts, also, if you have a website try to add blog posts so your customers can get answers to some important questions, and it’s good for your SEO too.

    Engage with your existing clients

    Every client wants to feel special, and people love when they know that you are taking care of them. Crucial for your financial advisory marketing is to connect with your existing customers and build a strong trustworthy relationships. And now you are asking yourself how to do it. We prepared some tricks that can help you with making a strong reliable connection with your clients. Here is the list of our suggestions:

    • Take notes about important dates such as birthdays and anniversaries
    • Remember their children’s names and birthdays   
    • Make a database with this information
    • Create a loyalty card or discount for your special clients

    If you take the time to observe and remember this intimate information about your clientele, they will almost automatically grasp that the service they receive from you will be tailored specifically to them. You should be aware that happy clients are your moving advertisement. If they like your service, they will recommend it to their friends and family.

    Try with podcast

    Podcasts become so popular nowadays. Did you know that By 2019, 70% of Americans are familiar with podcasts, and 51% of Americans have listened to one? So, this is a great chance to stand out and do something that will lot of people appreciate it. If you think you can’t do it by yourself, think about hiring someone to help you. This can be an amazing strategy because people are feeling like you are talking directly to them.

    As you can see, it’s not easy to advertise your financial advisor services, but it’s not impossible. With the right people around you, your financial advisor’s marketing strategy will be successful.




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