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5 Best Financial Advisor Marketing Ideas

5 Best Financial Advisor Marketing Ideas


In a world that is flooded with marketing messages, it can feel challenging to stand out as a financial advisor. With so many sources of information available, investors are able to make more informed and better buying decisions with a single Google search. Due to the increase of information available, it makes it hard for financial advisors to get in front of prospective clients and convince them to work with them. Your marketing efforts can sometimes feel fruitless.

 However, there are still a number of effective marketing strategies that financial professionals can use to reach out to potential clients. In this blog post, we'll provide you with five of the best ideas that can help your financial advisor business grow and stand out from your competition. Also look into these 13 brands that do personalization marketing well.

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Start A Handwritten Direct Mail Campaign

When it comes to finding a way to stand out from other competitors, a handwritten direct mail campaign with Simply Noted can make all of the difference. Handwritten mail is effective because it's both personal and memorable. Unlike mass-produced bright flyers that immediately get thrown away, handwritten correspondence is frequently opened simply because they feel more personalized and valuable to the reader.  It makes a welcome addition to your financial advisor marketing strategy.

 You can send mailers to convince new customers to visit you, remind customers of appointments, celebrate an important milestone of your clients such as a birthday or holiday, or even a thank you card for using your services.  

 However, for most financial advisors, the thought of sending hundreds of handwritten notes to potential or current customers is overwhelming. Not only would it take a ton of time, but it would take you away from what matters most: working with your clients on their financial endeavors. 

 Thankfully, with Simply Noted, you can send handwritten notes without wasting your valuable time. We've completely automated the mailing and creation of handwritten mailers. Our handwriting machines can send out thousands of orders in a short period of time. We'll even handwrite the mailers and send them out on your business's behalf to really capture the personal touch. They're the best way to connect with your target audience.

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A professional adding an entry into his blog.

Create an Online Blog

A blog is a great way to establish yourself as an expert in your field. In addition, blogging regularly gives you the opportunity to position yourself as someone who knows what they are talking about, which can help build trust with potential clients. 

 Not only that, but blogging also shows readers that you are willing to go above and beyond for them instead of just trying to make sales or close deals. This builds goodwill between you and your audience by demonstrating that you're committed to providing value first before selling anything at all. 

 To keep things consistent, it's best if financial advisors take time each week or every other week to write down their thoughts online through a personal finance blog. You can use this platform not only to show off your knowledge but also to attract new customers through clever and informative blog posts. Of course, if you're not a great writer or don't have time to start a blog, you can always hire or outsource your content on popular freelancing platforms like Fiverr or Upwork.

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Be Active on Social Media

As part of a complete financial advisor marketing plan, social media is a powerful tool that should not be ignored. Platforms like LinkedIn, Twitter, and Facebook offer excellent opportunities to connect with new potential customers as well as nurture relationships with current ones. 

 When used correctly, social media can help you build trust and credibility with your target market. It also allows you to share valuable insights, news, and resources that your audience will appreciate. Additionally, it gives you the opportunity to humanize your brand and show off your personality, making you more relatable to prospective clients. 

 However, avoid being too sales-y on social media. Instead, focus on providing value first and foremost. This will help you attract more people to your page and establish you as an authority in your field.

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Two people walking through a local state fair.

Sponsor Local Events

Another great way to market your financial advisor business is by  sponsoring local events. This allows you to reach out to potential customers who may not be aware of what you do or how you can help them. It also gives you the opportunity to connect with them face-to-face and learn more about their needs and wants instead of trying to communicate through a digital screen. 

 When selecting events to sponsor, make sure that they are relevant to your target market. For example, if most of your clients are parents with young children, then consider supporting a family event instead of a business conference. In addition, you want to ensure that attendees will have some sort of connection with what you do in order to increase the chances that they will reach out to you for help in the future.

Create a Podcast

Podcasting is a great way to reach out to potential customers who may not be interested in reading blog posts or following you on social media. Not only is it a unique marketing tactic, but it's also a great way to connect with current clients and provide them with valuable insights that they can listen to at their convenience. 

 Like blogging, podcasting   allows you to position yourself as an expert in your field. And, since podcasts are typically longer than blog posts, you have more time to share your thoughts and go into greater detail about the topics that matter most to financial advisors and their clients. 

 To start a successful podcast, make sure that you invest in quality equipment and recording software. You'll also need a catchy name and some good ideas for episodes. Once you have the essentials in place, you'll be ready to start sharing your knowledge with the world. Financial advisor marketing plans that include podcasts and other narrative content strategies will establish you as an expert.

SEE ALSO:  5 Proven Ways to Market Your Pest Control Company

A financial advisor getting a good result for her client.

Putting It All Together

If you want to stand out from your competition or the noise of the internet, you'll want to try one of our top five marketing strategies for financial advisors. Whether you choose to start a podcast or invest in a handwritten direct mail campaign, you'll be able to connect with potential customers in new and exciting ways. No financial planners marketing is complete without at least some of these tactics.

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