Marketing Opportunities for Advisors in 2021 and Beyond

With the new year on the horizon, most advisors are starting to think about their marketing plans for the coming year. In this post, I look at marketing opportunities for advisors in 2021 and beyond.

  1. Video

Video is not going anywhere, in fact, 87% of marketeers use video as a marketing tool. As we have continued to navigate the COVID-19 pandemic, it has been harder to connect with prospects and clients, but video has provided one way to do it. Even once we have moved past this, it will be a marketing tactic that advisors should continue to use.

2. Subscription based services

Subscription based services provide an effective way to offer services to clients giving them the flexibility that they need to switch up their plans if necessary. Additionally, if someone is experienced a major shift in their life, such as starting a family, retirement or something else, then this is a great way to kickstart this process and easily get the services that they need.

3. Retargetting

Retargeting is something that we have not seen many advisors doing simply because they might now know how. So, what exactly is a retargeting campaign These campaigns remind your website visitors of the products and services once they leave your site without purchasing anything. After they visit specific pages, you can retarget your visitors and show them relevant visual or text advertisements when they visit other websites.

I hope you’ve found this article on Marketing Opportunities for Advisors in 2021 and Beyond useful. If you’re a financial advisor looking for help , please feel free to get in touch here. Myself and my team are more than happy to help.

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